Primary Vision is a data driven news organization, providing market intelligence covering the global oil and energy space. Our “well to wheel” perspective provides clients with unique data and predictive insights and analytics, along with video content that is exclusive to Primary Vision. Primary Vision is a trusted resource that monitors global fracking activity and delivers accurate industry data to clients, thus allowing them to make better strategic decisions and predict market trends. O ...
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Vision Stream Network Podcast All Programs
Vision Stream Network
Information. Insight. Inspiration.
In this episode, Osama Rizvi focuses on developing countries and explores the effects of rising debt levels and shifting global alliances. In addition, Osama highlights how the polar vortex is going to affect energy prices in the coming weeks in Europe and across the world. LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our…
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Primary Vision Network

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THE ECONOMY - Polarization Drives More Global Downside Risk, What to Expect for Q1'2023?, Leading Indicators Mixed as the Consumer Weakens Further, Economic Data Moves Bank into Expansion- But Will it ...
1:17:13
1:17:13
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1:17:13
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 su…
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Primary Vision Network

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EIA Update - Disappointing Build Driven by Drop in Imports & Spike in Exports, Demand Underwhelms w/ Little Near Term Upside, Make Ship to-Ship Transfer Great Again!
1:01:23
1:01:23
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1:01:23
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 su…
In this episode, Osama Rizvi speaks about China's reopening and why it might not be that bullish for the world as is being normally perceived. He also speaks about a fall in US housing market data and uses different indicators to show the health of global economy. LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products …
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Primary Vision Network

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EIA UPDATE - Will Builds Continue in Q1 & In What Part of the Market?, Will We Get a Bigger Recovery in Demand?, Global Demand for Crude & Products Shrinking
1:00:41
1:00:41
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1:00:41
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 su…
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Primary Vision Network

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THE ECONOMY - Global Fear of a "Cost-of-living Crisis" Reaches a Fever Pitch, The Data Shows No Fed Pivot Insight, Small Business Data Turns Negative Again, Economic Data Continues to Improve as Wage Growth ...
1:59:31
1:59:31
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1:59:31
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 su…
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Primary Vision Network

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EIA UPDATE - U.S. Storage Space to Kick Off the Year, Demand Will Bounce This Week After Falling Flat, Physical Purchases Starting to Shift Higher
56:30
56:30
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56:30
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 su…
Osama Rizvi discusses the economic chaos unfolding in Pakistan and states that this is symptomatic of the wider trends to be followed in developing countries. He also speaks about China's reopening and what it means for the world. LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services. We track operators a…
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Primary Vision Network

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FRAC SPREAD COUNT UPDATE! :: January 2023 :: Primary Vision Network
12:06
12:06
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Get on board with us in 2023! Segment One: Frac Spread Count update! Segment Two: New Website! Segment Three: new show! -- MONDAY MACRO VIEW Segment Four: Things to look forward too @PrimaryVisionNetwork Segment Five: Contact Us - info@primaryvision.co LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services…
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Primary Vision Network

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THE ECONOMY - What Will Happen to Global Trade in 2023, Economic Indicators Continue to Roll Over, What Does the U.S. Consumer Look Like in 2023, European Data Improves into Year-End, China's Economy Closes ...
59:13
59:13
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59:13
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 su…
In this episode, Osama Rizvi talks about the shifting sands as we step into 2023. He mentions some of the important questions such as will there be a new covid19 wave, how will Russia-Ukraine conflict end, how will the developing world resolve its debt crisis and will oil prices bounce back? These and many other interesting questions are addressed …
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Primary Vision Network

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2022 Recap - Risk Factors 2023 - Monday Macro View
10:36
10:36
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10:36
In this episode of Monday Macro View, Osama Rizvi gives us a recap of 2022 and speaks about the risk factors we face in 2023. Finally, we look at 2022 from Market Sentiment Tracker perspective. Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and year…
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Primary Vision Network

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THE ECONOMY - The Outlook for 2023 Falls Further,Sticky Inflation Worsens as Stagflation Takers Hold,U.S. Data Points to a VERY Weak Q1'23,European Data Stabilizers, But Still Contracting,Chinese Data ...
1:15:55
1:15:55
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1:15:55
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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EIA UPDATE - U.S. Crude Draws as Implied Demand Bounces into Christmas, So Far, Christmas Demand Disappoints, Differentials Weaken Further as the Physical Market Softens
1:04:51
1:04:51
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1:04:51
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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Oil Markets and Monetary Tightening - Monday Macro View
11:10
11:10
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In this episode, Osama Rizvi highlights a brief outlook of oil markets moving into 2023 and what factors can cause a swing in prices in either direction. Moreover, he shares the outlook of various banks on upcoming recession in the US in relation to various indicators such as industrial production, savings and spendings and unempoyment. Email us he…
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Primary Vision Network

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EIA Update - Big Spike in US Builds - But Will it Last?, No Bounce in Demand as Builds Accelerate, OPEC Cuts Demand Estimates - It It Enough?
1:01:34
1:01:34
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1:01:34
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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EIA UPDATE - Big Builds in Refined Products Around the World, U.S. Demand Weakens Again, Saudi Cuts OSPs- How Will it Impact the Market?
59:31
59:31
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59:31
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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The Economy - Global Manufacturing Weakens Further, Leading Indicators & Yield Curve Inversions Point to Big Problems, What Happens to the Consumer as Savings Plummet?, Data Out of Europe Improves, Will ...
1:56:22
1:56:22
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1:56:22
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
In this episode, Osama Rizvi speaks about the latest developments in global oil markets I. E. Russian price cap, oil embargo and OPEC+meeting. He connects all three together and provides an overview of what does it mean in the future. Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-…
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Primary Vision Network

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Seasonal Slowdown Begins - Frac Spread Count
15:17
15:17
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This episode offers a solid wrap up of the week. Mark, apart from the FSC, talks about the important events eventuating next week – most importantly, the December 5th oil embargo on Russian sea-bound oil. He also talks about US manufacturing data and personal saving rates, among other data points. One can really make sense of what it means for the …
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Primary Vision Network

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EIA UPDATE - The Shift in Refinery Capacity Around the World, Trucking Data Tanks Again- What Does it Mean for Diesel?, What Comes From the OPEC+ Meeting?
58:52
58:52
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58:52
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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EIA Update - Where Does Global Diesel Go From Here?, Demand Softens Ahead of Thanksgiving, Global Differentials Take a Another Hit
16:37
16:37
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16:37
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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Frac Spread Count - Frac Spread Activity FINALLY Hits 300!!!!
55:05
55:05
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55:05
Today, we hit a milestone in our Frac Spread Count show history. In addition to this pivotal moment for Primary Vision Network, Mark gives us some really interesting perspectives regarding the rising cost of celebrating a Thanksgiving and some key insights into the labor markets. He also touches upon food and Russian gas, climate change and fall in…
Osama Rizvi discusses the systemic risk, if any, the crypto markets pose to the traditional financial sector. He also highlights some of the latest factors in the recessionary debate, and finally, his outlook on oil markets. Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind resea…
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Primary Vision Network

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Activity Makes a Final Push into Year End - Frac Spread Count
17:09
17:09
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17:09
In this episode of FSC, Mark speaks about many interesting things, giving us an overview of the week and of course our favorite Frac Spread number! The connection between weaker global economy and oil surplus is highly relevant to the contemporary times and answer to it might also provide an insight into the future of oil prices. He also mentions a…
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Primary Vision Network

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THE ECONOMY - Global Leading Indicators Fall Again, Fed's Path to a 50bps Hike Remains Set, What is Happening to the Consumer?, Inflation Isn't Slowing in Europe, More Terrible Chinese Economic Data
1:14:01
1:14:01
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1:14:01
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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EIA Update - Russia Sends More Product To the Middle East & Asia, What Will the Winter Bring for Disty?, OPEC Reduces Demand Estimates as WAF Flows Slow
1:03:49
1:03:49
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1:03:49
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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Strong Bounce in Activity - Frac Spread Count
17:59
17:59
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17:59
Our favorite day of the week is here! It’s Frac Spread Count Friday and the number is up, but we have much more to cover today. Mark dives deep into the future of oil production and shares his thoughts on whether it will increase or decline. He also discusses some prospects of growth and touches on key data points such as bond curve, hourly earning…
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Primary Vision Network

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THE ECONOMY - How Will a Recession Impact Global Inflation?, Inflation Comes in Below Estimates But Still Expanding, What is Business Data Tell Us?, Recession Risks Expanding in the EU, Is China's Zero ...
1:22:30
1:22:30
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1:22:30
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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EIA Update - Changing Russian Flows Heading into 2023, Diesel Shortage Only Getting Worse on the East Coast, What is Happening to Global Differentials?
1:00:07
1:00:07
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1:00:07
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

1
Is the Seasonal Peak In? - Frac Spread Count
16:50
16:50
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16:50
In today’s Frac Spread Count show, Mark covers labor force participation rates, estimates around global economy and Aramco's OSP. We wrap up the week with the latest FSC number and some points to ponder going forward. Happy Friday! Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kin…
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Primary Vision Network

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THE ECONOMY - Global Leading Indicators Show an Ugly 2023 Shaping Up, Fed Meeting Shows "No Pivot" Ahead, Regional Fed Data Gets Ugly, ECB Trapped as Inflation Accelerates (Again), Chinese Data Shows Contraction ...
1:21:48
1:21:48
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1:21:48
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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EIA UPDATE - How Europe's Power Issues are Shaping the Energy Markets, The East Coast Continues to Struggle with Diesel Shortages, Middle Distillate Storage Drops Around the World (Again)
1:12:00
1:12:00
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1:12:00
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
Osama takes a look at the previous week and some important socio political developments. For starters, there are big political changes happening in Pakistan that we should be following given its importance in the region. Next, the Chinese economy seems to be in a pickle. Lastly, M2 supply has fallen the most in past 37 months and directly relates t…
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Primary Vision Network

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Completion Activity Takes a Pause - Frac Spread Count
21:08
21:08
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21:08
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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Heading for Recession - Monday Macro View
13:02
13:02
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13:02
#GeoPolitics #Recession #risks #crisis #SriLankaclimate #Chineseeconomy In this episode, Osama Rizvi talks about how change is outpacing comprehension lately. We are living in a world that continues to grow in complexity. Not only that but the speed of increase in increase in complexity is also rising. As such risks loom for longer and culminate in…
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Primary Vision Network

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Frac Spreads Approaching 300 - Frac Spread Count
10:46
10:46
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10:46
U.S. completion activity is approaching our base case scenario of about 300 spreads heading into Nov. Horizontal rig counts continue to trend higher providing more running room for DUCs and underlying activity throughout 2023. We also go through natural gas pricing and our views of the current curve. We wrap up with an update across NGLs and global…
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Primary Vision Network

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THE ECONOMY - Geopolitic Issues Mount Hurting Economic Growth Further, U.S. Rates Move Higher as Leading Econ Indicators Weaken, Leading Indicators for Housing Getting Worse, ECB Faces a Growing Mountain ...
1:21:06
1:21:06
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1:21:06
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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EIA Update - What Another Biden SPR Release Means?, A Ban on Refined Product Exports is a Terrible Idea!, How Will OPEC Cuts Change Market Dynamics?
1:03:45
1:03:45
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1:03:45
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

In this episode, Osama Rizvi talks about the prospects of Iranian Protests turning into a full blown revolution and how the current protests have a strong economic impetus to them. Osama also touches on US core inflation, European winters, and the Market Sentiment Tracker for this week. Last but not the least, we see how does the Market Sentiment T…
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Primary Vision Network

1
Seasonal Bump Comes to the Oil Patch - Frac Spread Count
11:43
11:43
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11:43
In this episode of FSC, Mark sums up the week in a comprehensive manner. Starting from gasoline prices and looking at some key U.S. economic data, we learn about the latest on inflation and its sticky-ness, CPI, earnings and the king dollar as it continues to have a domino effect on global economy due to its strength. Email us here at: info@pvmic.c…
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Primary Vision Network

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EIA Update - Distillate Firmly in the Global Driver Seat, Heating Oil a Big Concern for This Winter, OPEC Adjusts Their Demand vs Supply Estimates
55:20
55:20
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55:20
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

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THE ECONOMY - IMF Reduces Growth Estimates & Yes- It Still Gets Worse, Volatility Moves Higher as Uncertainty Persists in Rates, More Red Flags for Consumer Spending, Rates are Pointing to Way More Pain ...
1:16:32
1:16:32
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1:16:32
Asia, China is the focus. It has been encountering serious economic issues putting the trajectory of global economic growth at risk. Mark does a really in-depth analysis of economic indicators coming out of India, Taiwan and China. He specially talks about China's social financing, loans and manufacturing. Not to mention China's real estate market …
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Primary Vision Network

1
Completion Activity Steadily Moving Higher - Frac Spread Count
17:25
17:25
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17:25
In this week's FSC show Mark, besides the frac spread count, talks about OPEC+ cuts and its dynamics, U.S. economic data such as savings rate and payrolls, wholesale inventories alongwith Germany's industrial production and other developments in China. He also talks in detail about the average labor force participation. Email us here at: info@pvmic…
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Primary Vision Network

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THE ECONOMY - Global Growth Slows as Power Costs Rise & USD Strengthens, JOLTs Data was Good- But Only One Leg of the Stool, When Does Real Personal Consumption Take a Leg Down?, Power Shortage Fears Grow ...
1:16:06
1:16:06
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1:16:06
In the second segment of U.S Leading Indicators, Mark provides a holistic view unlike the JOLTs data that provides a linear perspective of the multidimensional realm. Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included …
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Primary Vision Network

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EIA Update - OPEC+ Cuts Production- By How Much & What Does it Mean?, Gasoline Demand Spikes, But Will it Last?, How Will OPEC+ Cuts Adjust the Physical Market?
1:02:08
1:02:08
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1:02:08
Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Included in a monthly / yearly subscription: The National Frac Spread Count (updated weekly!) Oilfield Service analysis found nowhere else but here! Unique economic updates fro…
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Primary Vision Network

1
Recessionary Fears Pile Up - Monday Macro View
10:03
10:03
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10:03
#MondayMacroView #inflationGermany #germaneconomy #RecessionGermany In this episode of Monday Macro View, Osama discusses some data points that highlight how recessionary fears are gaining ground. He talks about inflation in Germany that hit a 70 year high, sell off in bonds and stocks, and of course Market Sentiment Tracker that shows a clear tilt…
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Primary Vision Network

1
Russia Special Update : Nord Stream Update + Ukraine Vote
21:18
21:18
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21:18
In this special update Mark talks about the recent developments to Nord Stream. He also covers what is happening in the Ukraine around the referendum and future effects. Email us here at: info@pvmic.com for a free sample! Primary Vision Network is also offering access to our one-of-a-kind research portal via monthly and yearly subscriptions. Includ…