LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  

We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

Go here to subscribe: https://primaryvision.co/subscription-plan/

Questions? [email protected]

In this episode Osama Rizvi talks about the latest economic update by World Bank on global economy and also how does the future of OPEC looks like

LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  

We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

Go here to subscribe: https://primaryvision.co/subscription-plan/

Questions? [email protected]

➔ Topics Covered:
Monday Macro View
GDP Expansion in US and China 
Contribution to Global Growth 
Degree of Monetary Lightening  
Federal Reserve
Global Industrial Productions and Manufacturing PMI 
EMDE Growth In 2023 
Global Supply Chain Pressures 
New Trade Measures 
Global Trade Output Growth 
Global Trade forecast 
Commodity price index  
Russian Federation oil Exports 
European Natural Gas Inventories 
Metals Demand Growth 
May 2023 OPEC 
Russia Crude Output 

➔ Check Out These Popular Videos:

► Emerging Market Pressure Rises
https://www.youtube.com/watch?v=C_pW0j3fypc

► U.S. Jobs Data & Leading Indicators
https://www.youtube.com/watch?v=UAk_ZxFX4Ds

► Investors Vs. The Fed
https://www.youtube.com/watch?v=7ji2eSyM7rQ

We've been telling you that the Frac Spread Count would pop up again.  Well here we are!  We also provide an update on Frac Demand and talk about why its important to watch "The Diff" and read an article from Nick Ferris over at Energy Monitor. 

LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  

We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

Go here to subscribe: https://primaryvision.co/subscription-plan/

Questions? [email protected]

➔ Topics Covered:

Frac Spread Count
Peak frac spread count 
Gas Activity
Highlighting 'The Diff' show with Greg and John
Oil News and Notes
US rig count 
Russia's growing oil and gas 

➔ Check Out These Popular Videos:

► Emerging Market Pressure Rises
https://www.youtube.com/watch?v=C_pW0j3fypc

► U.S. Jobs Data & Leading Indicators
https://www.youtube.com/watch?v=UAk_ZxFX4Ds

► Investors Vs. The Fed
https://www.youtube.com/watch?v=7ji2eSyM7rQ

Primary Vision Network is proud to present a special conversation series with Greg Bordelon of Isentropic Capital and John Reilly of Ovington Asset Management. In this episode, Bordelon and Reilly discuss the current state of OPEC, with a meeting right around the corner, and the weakening natural gas liquids (NGL) markets. They cover global supply and demand dynamics, as well as the ever-important storage narrative. Lastly, U.S. shale takes center stage, with Bordelon and Reilly providing insights into key shale players.

LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  

We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

Go here to subscribe: https://primaryvision.co/subscription-plan/

Questions? [email protected]

➔ Topics Covered:

The Economy
EIA Update
Frac Spread Count
Monday Macro View

➔ Check Out These Popular Videos:

► Emerging Market Pressure Rises
https://www.youtube.com/watch?v=C_pW0j3fypc

► U.S. Jobs Data & Leading Indicators
https://www.youtube.com/watch?v=UAk_ZxFX4Ds

► Investors Vs. The Fed
https://www.youtube.com/watch?v=7ji2eSyM7rQ

In today’s conversation, John Reilly and Greg Bordelon share thoughts and analysis on developments in OPEC, crude markets, US NGLs, and the US shale sector.

LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services. 

We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions. 

Go here to subscribe: https://primaryvision.co/subscription-plan/

Questions? [email protected]

➔ Topics Covered:
conversation
OPEC's surprise decision
Global supply picture
The quality of oil
Future outlook
Supply Growth outside OPEC
OPEC Production Cut
US Production Profile
Quality Oil
Demand from China
Jet Fuel Demand vs. Total Demand
Dependence on China
Natural Gas Liquids (NGL) Prices
Impact on Dividends and Buybacks
Perception of Oil Companies
Implications for Permian Producers
Potential Future Impacts

➔ Check Out These Popular Videos:

► Emerging Market Pressure Rises
https://www.youtube.com/watch?v=C_pW0j3fypc

► U.S. Jobs Data & Leading Indicators
https://www.youtube.com/watch?v=UAk_ZxFX4Ds

► Investors Vs. The Fed
https://www.youtube.com/watch?v=7ji2eSyM7rQ

In this episode Osama Rizvi talks about falling credit impulses and why are they important. He also highlights other factors that are contributing to the overall slowdown in economic growth.

LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  

We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

Go here to subscribe: https://primaryvision.co/subscription-plan/

Questions? [email protected]

In this episode, Osama Rizvi, dicsusses some important developments in oil markets and their effect on prices and overall global economy.

LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  

We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

Go here to subscribe: https://primaryvision.co/subscription-plan/

Questions? [email protected]

LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  

We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

Go here to subscribe: https://primaryvision.co/subscription-plan/

Questions? [email protected]

LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  

We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

Go here to subscribe: https://primaryvision.co/subscription-plan/

Questions? [email protected]

LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  

We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  

Go here to subscribe: https://primaryvision.co/subscription-plan/

Questions? [email protected]