Primary Vision Insights – March 24th, 2021
Oil falls, FSC rises and much more

It has been a very busy week! From calls of another Supercycle just around the corner to Brent barely holding on that $60 level and WTI falling below it this week. Commodity prices were indeed rising across the board – copper, grains, crude oil…

The Econ - rising yields, how much stimulus is enough?

In this week’s Econ show we take a deeper dive discussing fate of consumers, yields, China and of course Europe. Last but not the least, what is going to happen after all the stimulus? Segment 1: Mark talks about –…

EIA UPDATE - demand falters, bearish data and spring awakening

This week’s EIA update brings about much interesting data and analysis. The oil markets are opening up to a new reality: in terms of demand, we still aren’t there yet. Segment 1: Mark talks about how and why the global…

This week’s Pre Game Show covers some interesting topics. Mark Rossano and David Ramsen Wood discuss, among other things, 1) Physical fitness and COVID-19. 2) Will the Vaccine prevent spread of COVID-19? 3) What’s going on with the re-opening trade?…

Primary Vision Insights – March 17th, 2021
Frac Spread Count Inches Up and other news

The Frac Spread Count came out at 182 from 165 last week, adding 17 more spreads. Most of the increases were smaller basins – as we have been pointing out. Prices are getting better and the liquids remains robust supporting…

THE ECON SHOW - Yields rise, China slows, uptick in Global price and Long term impacts of Epidemic

This week we have covered a lot in the ECON show – but then when do we not?  Mark takes talks about a sweeping account of global economy from Asia to the U.S. and other important issues such as inflation….

EIA UPDATE - Massive build, Gasoline draw and Headwinds for Global Demand

Hello Everyone! Welcome to another episode of our EIA show where we take a deep dive, a really deep one, into the various data points concerning the global oil and related markets. In this edition of EIA Update: Segment 1:…

Primary Vision Insights – March 10th, 2021