Frac Spread Count: Dyscalculia Hits The Frac Spread Count 05/07/2021

Frac Spread for the week closing 7th May, 2021 is out. Click on the link below to see what does the addition of 9 means and much more. 

ECON: US stimulus, double dip recession in Europe and rising inflation in the U.S.

The ECON show is back with a trip around the world in 5 segments. This time we talk about U.S. inflation, and stimulus and recession in Europe among other things.  Segment 1: US Stimulus and Global Manufacturing Pace Segment 2:…

EIA Update: EIA Draw, Product Demand, Asian Demand Falls

This week Mark discusses the global oil markets breaking it in our usual three segments. Segment 1: Driven by exports, there was a draw in EIA inventories. What does it mean? Segment 2: Product demand slow to rise. Segment 3:…

It has been a very interesting week, as mostly are, in terms of global oil markets and economy. The market optimism knows no bound and asset valuations have continued to rise. However, as it has been the case, we at…

Primary Vision Insights – May 5th, 2021
THE ECON - GLOBAL GROWTH, WAGES AND INFLATION; ALSO GERMANY AND CHINA

We covered a lot this week during our ECON show. From what’s happening in the wage market and comparing it to inflation and, global growth statistics and commodity prices, Mark discusses all. We also focus specially on what’s going on…

EIA UPDATE - IMPORTS RISE, PRODUCT DEMAND TOO AND COVID HITS ASIAN DEMAND

Hello everyone! We are back with another exciting week where Mark digs deeper into data and unearth interesting insights. This week EIA update takes a look at rising imports and how product demand may rise and finally the impact of…

Primary Vision Insights – April 28th, 2021
Primary Vision Insights – April 21st, 2021
Inflation, Deficits and Weakening Demand Globally

The global economy seems to be at crossroads with mixed signals coming in the form of sentiments and data. However, some of the data point such as inflation – about which PVN has been warning from more than a month…