Primary Vision retweeted
Replying to @PrimaryVision
@PrimaryVision and I are launching a new show called "Third Party Opinion" where we will cover everything from U.S. shale and domestic activity to global macro economics. This will be the full round up you don't want to miss!
Primary Vision retweeted
What America is good at: arbitrage and inventing things. If you thought the U.S. O&G industry was going to stop at a 15% recovery factor of hydrocarbons in the ground, you haven't been paying attention to the U.S. energy industry over the last 100 years. bloomberg.com/opinion/articl…
Primary Vision retweeted
That's why @PrimaryVision puts out the research it does! I write insights twice a month for this exact reason- we look at the full life cycle of the energy market from crude to products.
From the latest IEA oil market report
In the context of a rapidly evolving market, reliable energy data and unbiased market analysis will become more important than ever
#oott
Primary Vision retweeted
🚨 You're invited!!
Pressure Pumping Outlook Webinar 12/6 @ 10:00am
Featuring:
- Scott Levine - Senior Energy Services Analyst -
@business
- Matt Johnson - Founder and CEO - Primary Vision
Register Here ↓
bloomberg.zoom.us/webinar/re…
#naturalgas #pressurepumping #diesel
Primary Vision retweeted
In my latest for @OilandEnergy, I maintain that an impending oil demand destruction is more worrisome as compared to a supply crunch.
#oilprices #OOTT #commodities #recession
oilprice.com/Energy/Energy-G…
Primary Vision retweeted
What would you do as head of the @Bank_of_Japan_e
Well @markfny and @Gary_Brode gave their thoughts on what they would do in this interview on @OpenExchangeTV
openexchange.tv/pro-insights…
#Japan #USD #fx #inflation #markets #BOJ
Primary Vision retweeted
In my weekly Monday Macro View for @PrimaryVision , I talk about whether Iranian protests will turn into a revolution?
#IranRevolution #mashaamini #protests #EnergyCrisis #inflation
Will the Iranian Protests Turn into A Revolution? - Monday Macro View - with @osamarizvi10
youtube.com/watch?v=StX8TFYv…
#iranprotests #iranrevolution2022 #iraneconomy #globaleconomy #iraneconomicimpetus
Primary Vision retweeted
CEO of @PrimaryVision talks refracs and their link to national energy security #OOTT #oilgas #energy #energysecurity
NGI's newest podcast episode features Primary Vision's CEO, discussing how refracturing wells, or refracs, could be an alternative to hydraulic fracturing in the Eagle Ford & Haynesville shale formation, the Permian Basin, & elsewhere.
Listen Now: tinyurl.com/y7d6sdbn
Primary Vision retweeted
Europe will have a hard time finding alternative sources of fuel, says Primary Vision's Osama Rizvi @osamarizvi10
Primary Vision retweeted
I was live at @trtworld recently talking about the new EU and US deal and also regarding EU's ambition to wean itself off of Russian gas.
@PrimaryVision
#russianinvasion #NaturalGas #gasprices #Europe #energydependence
Primary Vision retweeted
Daily Energy Markets Video Podcast xitter.cf/i/broadcasts/1ynJOZkmw…
Primary Vision retweeted
Advertise with us on Primary Vision Network!
// Data Driven News //
3 shows each week covering:
✦ The EIA
✦ The Economy
✦ The Frac Spread Count
For inquiries, please contact:
[email protected]
youtube.com/c/PrimaryVisionN…
Primary Vision retweeted
After Inflation, Comes the Stagflation
1) There is a narrative of Stagflation building up & albeit they seem like voices in the wilderness,history have proven such voices to be right.
#markets #inflation #bonds #interestrates #federalreserve #globaleconomy #stagflation
Primary Vision retweeted
Econ Segment: #economy #China
S1- Global Data and Food Security: youtube.com/watch?v=3DfFxgIT…
S2- Inflation and USD: youtube.com/watch?v=Si-d-f5n…
S3- Consumer Struggles/ US data: youtube.com/watch?v=lpVXbZGK…
S4- EU and EMs: youtube.com/watch?v=5wyAlek8…
S5- China Deep Dive: youtube.com/watch?v=2f1lUXYY…
Primary Vision retweeted
Check out my conversation with Mark on macro and markets - we talked rates, FX, oil & gas, fiscal & monetary policy, and much more
Appreciate @markfny & @PrimaryVision having me on
bit.ly/3jhEt2H
We welcomed @pineconemacro to our recent "Conversations" episode where we discuss the macro world looking at the US dollar/ energy investments/ Asian growth and much more! #OOTT #EFT #economy #USD #EconTwitter #oil #energy #China #Asia #LNG #naturalgas
youtube.com/watch?v=2kAF2JU5…
Primary Vision retweeted
Today's Economy show we discuss employment, trade, global GDP data, recovery expectations, Fed activity, global mobility data and PMI data, tightening loan requirements, personal income, mortgage rates, and vegas. #economy #OOTT #Employment #Income #Vegas
youtube.com/watch?v=JZ1_Evgz…
Primary Vision retweeted
Recap of the week:
China Update: youtube.com/watch?v=Mql1CjRa…
EIA and what it means: youtube.com/watch?v=iixXUt-l…
Global Economy/Consumer Trends: youtube.com/watch?v=_4OFFYAB…
Frack Spread Count/ Econ Catch-up/ Crude Quality Matters: youtube.com/watch?v=_visT0oc…
Primary Vision retweeted
Recap of last week:
Frac Spread Count- youtube.com/watch?v=mUAaPBgF…
Macro Economic Overview- youtube.com/watch?v=AbuJyC0j…
OPEC+ Update- youtube.com/watch?v=wCpBgQFU…
EIA Update- youtube.com/watch?v=ATgguPzz…
Primary Vision retweeted
Not done yet:
#oil #natgas #rigs
Credible source says spreads to 100 not long from now.
Table data: Baker and @PrimaryVision
#oott
Primary Vision retweeted
U.S. oil activity slumps amid rising price uncertainty: Fed survey reut.rs/2l3tjpU


















