EIA Update: Data remains bearish and demand falls
Primary Vision Insights – July 7th, 2021
Frac Spread Count

This week’s FSC is out. Check out this graph below. To see the whole show, see the link below:

ECON: Geopolitics, food prices, China's inflation worsen and much more

This week’s ECON show looks into the recent geopolitical events and possibilities and what does it mean for the global economy. Also, Chinese inflation and the consumer spending in the U.S. Segment 1: Geopolitial and Food Update Segment 2: COVID19’s…

EIA UPDATE: ANOTHER DRAW, U.S. EXPORTS SLOW, DEMAND DIPS

This week’s EIA gives the usual breakdown of global oil markets divided into three segements. Mark talks about falling inventories and slowdonw in U.S. exports among many other aspects. Segment 1: Another Crude Draw – but what does it actually…

Primary Vision Insights – June 30th, 2021
Will We See a $100 Oil?

Recently, the oil prices have continued to increase, touching levels not seen since October 2018. Not surprisingly the markets are abuzz with the possibility of a $100 oil and many have even started to highlight that a supply deficit can…

Frac Spread Count - Another Steady Week

The FSC number this week came at 233, a drop of 2. See the latest episode to see what does it mean and much more.

ECON: Emerging markets, supply chains, housing inflation, and Asian data

This week’s ECON edition takes a deep dive into global supply chains, PMIs, data from Asia and of course inflation. Segment 1: Global Supply Chains and Emerging Markets Segment 2: U.S. PMI Peak, Pricing Pressure Building Up Segment 3: Housing…

EIA: Pressure of U.S. Exports; Will the Demand Hold the Course?

This week’s EIA present another three segment breakdown of interesting analysis and insights where Mark digs into EIA numbers and others to give you some perspective of what’s going on lately in the global oil markets. Segment 1: Draws continue,…