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Mark Rossano connects with Rory and discusses the complexities of the oil and gas market, focusing on price volatility, OPEC's production strategies, and the geopolitical implications of Iran and Russia's oil exports. He emphasizes the importance of diesel in the economy and the impact of EU sanctions on global oil flows. The conversation provides insights into the current state of the energy sector and the challenges faced by major oil-producing countries. In this conversation, Mark Rossano discusses the dynamics of the crude market, the implications of tariffs on trade, and the current state of the refining industry. He highlights the challenges faced by Europe in energy procurement, the ongoing trade tensions between China and the US, and the impact of these factors on global supply chains. Rossano also delves into the intricacies of diesel and gasoline demand, emphasizing the need for refiners to adapt to changing market conditions.
Mark Rossano, founder and CEO of C6 Capital Holdings, shares his extensive background in the energy sector and provides insights into the current state of oil and gas markets. Mark and Tony discuss the dynamics of supply and demand, geopolitical influences, and the future of LNG and natural gas. Mark also shares some thoughts on where he is allocating capital within the energy space. He touches on the impact of political changes on the oil industry, the role of renewable energy, and investment strategies in the energy market. He concludes with thoughts on the resurgence of nuclear energy and the implications of AI on power demand.
Mark is one of the smartest guys I know so I had him on to explain to me what the hell is going on in the economy, the implications for the energy business and what his fund is looking at these days. Pretty fascinating opportunity in hydroelectricity. Mark is buying century old dams, modernizing and selling electricity into the grid. Cool way to play the demand for baseload power.
In this segment Mark Rossano speaks about global oil flows especially in regards to Venezuela and its exports.Explore our offerings at http://www.primaryvision.co for a deeper understanding of our services.
Mark Rossano gives us a comprehensive picture of global oil and gasoline flows. Oil markets seem to be very confused lately - this episode makes gives you some clarity.Explore our offerings at http://www.primaryvision.co for a deeper understanding of our services.
Join Justin on "Wicked Energy with JG," as he converses with Mark Rossano, founder of C6 Capital Holdings and host of the Primary Vision Network. This episode focuses on climate change's impact on food security and agriculture, spotlighting SulTech, an eco-friendly fertilizer from energy sector byproducts. The discussion features TenEx Technologies, a company streamlining oil extraction, and explores investment opportunities in sustainable energy infrastructure, including renewable diesel and resource recovery from waste. Rossano provides insights on his shows covering the energy industry, global economy, and U.S.-China relations. He emphasizes the need for U.S. to diversify crude oil sources and explore domestic energy options. The conversation explores changes in U.S. oil production, with focus on the Permian Basin, and outlines challenges faced by U.S. oil companies. The episode wraps up with a discussion on podcasting's value for B2B businesses, emphasizing its role in building brand authority and customer engagement. Join the enlightening talk on the crossroads of climate change, energy, and sustainability. If you are interested in learning more or connecting, see the links below: LinkedIn: https://www.linkedin.com/in/mark-rossano-6a17419/ Website: https://www.c6capitalholdings.com/ YouTube: https://primaryvision.co/videos/ Show Sponsors TenEx Technologies TenEx Technologies is a leading provider of nanotechnology-based products for the oil & gas industry. Their products are designed to improve the production of oil and gas wells, and they have been shown to be effective in a variety of field applications. Some of their key products include: NanoCLEAR: Tailored nanofluids to improve production of new completions and existing wells MicroHOLD: Cost-Effective Microparticle Slurry designed to improve frac efficiency and well production NoHIT: Innovative frac hit mitigation technology via in situ pressurization reaction SandBOND: Sand consolidation chemical solution CeraFLO: Greener, cost-effective proprietary blends to eliminate paraffin issues Website: https://www.tenextechnologies.com/ LinkedIn: https://www.linkedin.com/company/tenextechnologies/ InflowControl InflowControl is a technology company that helps oil companies improve the efficiency of oil production while reducing the industry's environmental impact with their Autonomous Inflow Control Valve (AICV®). This breakthrough technology improves oil production by reducing unwanted gas and water which enables mature oil fields to be more profitable by supporting oil production from zones that would have typically been bypassed. This provides oil companies and its stakeholders with Lower Carbon Oil and higher profitability. To learn more, visit the links below: Website: www.inflowcontrol.no LinkedIn: https://www.linkedin.com/company/inflowcontrol-as/ YouTube: https://www.youtube.com/channel/UCqdgIooQhYtUBo-auUlYw-Q Wicked Energy For more info on Wicked Energy, please visit www.wickedenergy.io. For the video version, please visit the Wicked Energy YouTube channel at https://www.youtube.com/channel/UCL5PSzLBnSb7u1HD1xmLOJg If you or your company are interested in starting a podcast, visit https://www.wickedenergy.io/free-guide for a free guide on creating a successful podcast. Lastly, if you have any topics or guests you'd like to hear on the show, please email me at justin@wickedenergy.io or send me a message on LinkedIn.
Mark Rossano addresses the pressing matter of Food Security as global food prices experience a significant surge once again. The situation is expected to deteriorate further, and he delves into the reasons behind this alarming trend.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? info@primaryvision.co
One of the best ways to look at the health of global economy and demand therein is the leading indicators. Most of them are giving mixed signals. What comes next? Mark Rossano explains what to expect.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? info@primaryvision.co
In this episode of Wicked Energy with JG, host Justin sits down with Mark Rossano, founder and CEO of C Six Capital Holdings and Primary Vision Network. They dive into the critical challenges facing global food production, such as declining soil health and rising food inflation, and the struggle for farmers to secure necessary capital. Mark shares his company's involvement in COP 28 and their innovative SulTech solution to transform sulfur into renewable organic fertilizer. Justin and Mark also discuss the complexities of the oil and gas industry, touching on inflation, OPEC's decision to cut production, and the difficulty of ramping up drilling activity in the United States. They address the need for capital investment and meeting ESG metrics to secure funding, as well as the impressive growth in propane exports and the increasing importance of LPG in global energy markets. Furthermore, they talk about trading and investing strategies, the importance of understanding one's exposure and timeline, and Mark's informative social media content. The conversation wraps up with a heartwarming discussion about coaching their daughters' softball teams, the value of teaching that results matter in life, and the importance of having fun while learning the fundamentals of the sport. Don't miss this insightful and engaging episode! If you are interested in learning more or connecting, see the links below: LinkedIn: https://www.linkedin.com/in/mark-rossano-6a17419/ YouTube: https://www.youtube.com/channel/UCvt-DJgopCzmzzBbv7A3nng Website: https://primaryvision.co/ Wicked Energy For more info on Wicked Energy, please visit www.wickedenergy.io. For the video version, please visit the Wicked Energy YouTube channel at https://www.youtube.com/channel/UCL5PSzLBnSb7u1HD1xmLOJg If you or your company are interested in starting a podcast, visit https://www.wickedenergy.io/free-guide for a free guide on creating a successful podcast. Lastly, if you have any topics or guests you'd like to hear on the show, please email me at justin@wickedenergy.io or send me a message on LinkedIn.
Mark Rossano discusses the recent SVB Saga and analyzes the potential for a contagion. Specifically, he considers whether this situation could trigger a recession or result in additional sell-offs.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? info@primaryvision.co
Welp, at least eggs only cost $129.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
“We wanted to find companies and assets that stand on their own two feet. To show you can have an environmental mindset while still making money, delivering value, and capturing something that will have longevity,”—Mark Rossano The Green Movement, fictitious capitalism, and declining investments in manufacturing and transportation are causing a breakdown in all areas of the economy. Right now, there is not enough heavy distillate crude to make diesel and heating oil. We have a worsening food crisis. And methods of transporting the goods we need to live are about to become very expensive, if not impossible. Mark Rossano is a financial industry veteran and renowned expert on global financial markets and supply chain analysis. As Founder and CEO of C6 Capital Holdings, Mark provides investment and consulting services to clients across multiple sectors with a pronounced focus on global product flows. I invited him onto The Wiggin Sessions today to help us unpack the key pieces we need to look at to get the complete picture of the energy market. We discuss the fossil fuel market, the political headwinds determined to move us into green energy, and how he looks at that as an investor. And he'll explain Rossano's proprietary frac spread count and why it's important. Plus, how you can go beyond Main street reporting and follow Mark Rossano's global product flow analysis at Freedom Financial Daily. Key Takeaways What was the motive behind cutting crude production The key pieces to look at when discussing the energy market How the increase in output affects the price consumers pay at the pump The #1 reason that's keeping gas prices higher than they need to be right now How the excessive floating storage is driving up prices AND supply chain issues Why the East Coast heating crisis isn't just about a lack of heating oil Mark shares what could happen if you live in New England and Mother Nature decides to send us a Polar Vortex in January Why Mark created his private equity fund to invest in diesel in 2019 The impact of low interest rates and inflation on the energy markets Why we need to be diligent about our investment in green energies Mark shares what he looks for when he's making an investment Why it's vital to invest in tangible things that will exist on the other side of a recession How Mark and C6 Capital Holdings factor political factors into their investment decisions Mark explains what the Frac Spread Count is and why it's important Connect with Mark Rossano C6 Capital Holdings Email Mark Mark Rossano on Twitter Primary Vision Network - YouTube Freedom Financial Daily Connect with Addison Wiggin Consilience Financial Be sure to follow The Wiggin Sessions on your socials. You can find me on— Facebook @thewigginsessions Instagram @thewigginsessions Twitter @WigginSessions Resources Jones Act Mark Rosanno—What the Nord Stream Sabotage Means for Global Energy Markets Share the Wiggin Sessions on Apple Podcasts
We sat down again with Mark Rossano of C6 Capital Holdings to talk about energy markets - both international and domestic. We go through PPAs and the crazy California ISO. Mark Rossano: https://twitter.com/markfny Will Foxley: https://twitter.com/wsfoxley
In this episode of Wicked Energy with JG, Justin sits down with Mark Rossano, Founder and CEO at C6 Capital Holdings LLC and Host of Primary Vision Network. To kick things off, Mark shares his family's passion for musicals, why he prefers Frozen 2 over the original, and how he will likely dress up as a Zed Zombie for this year's Halloween. After catching up, Mark provides an update on C6 Capital's advancement in the hydroelectricity space where his group recently bought a group of 22 assets in the North East US and plan to continue building their existing success. The acquisitions provide exposure to rising energy prices in critical areas, as well as Renewable Energy Credits (RECs). The dams within the C6 portfolio are cash-flowing assets that are set up to deliver exceptional returns over the life of the fund. Further, hydropower is a key component of the energy mix, as it adds a protectionary layer to the baseload electricity demand.Mark and Justin also get into many energy-related topics while hearing Mark's take on how elevated commodity prices will impact the US and global economies this winter. Mark also reminds us that economic expansion is always built on the back of cheap energy and describes the importance of natural gas's role in the energy transition. Moving away from the narrative of being a bridge fuel, a sufficient natural gas supply will be critical for the adoption and deployment of new energy technology. The challenge remains enough pipeline capacity, however, there are still areas within the US such as the Anadarko basin and Haynesville that are well suited for increased gas production and takeaway due to spare pipe capacity. Lastly, if you're looking to keep your finger on the pulse of the energy industry, make sure and visit his YouTube channel called Primary Vision Network. From Fracking activity and Fracking market trends to Oil and Gas News, Hydraulic Fracturing, and Frac Spread Count, your search for the most up-to-date World Energy News is covered by Primary Vision Network.If interested in learning more or connecting, see the links below: LinkedIn: https://www.linkedin.com/in/mark-rossano-6a17419/ Website:https://www.c6capitalholdings.com/ Wicked EnergyFor more info on Wicked Energy, please visit www.wickedenergy.io If you or your company are interested in starting a podcast, visit https://www.wickedenergy.io/free-guide for a free guide on creating a successful podcast. The Wicked Energy with JG podcast is opening up sponsorship opportunities with companies looking to increase reach and awareness with Wicked Energy's audience. Please visit https://www.wickedenergy.io/sponsor for more info. Lastly, if you have any topics or guests you'd like to hear on the show, please email me at justin@wickedenergy.io or send me a message on LinkedIn.
Food shortages are coming to the US, or are they? At the G7 meeting last month, President Biden warned that food shortages are coming, but could we really experience a scarcity like we see in other countries here at home, and if so, how do we prepare? Mark Rossano is a financial industry veteran and renowned expert on global financial markets and supply-chain analysis. As Founder and CEO of C6 Capital Holdings LLC, he provides investment and consulting services to clients across multiple sectors with a pronounced focus on global product flows. On this episode of The Wiggin Sessions, Mark joins me to discuss the underlying factors that are at play that are causing the food shortages. We'll look at climate change and the cumulative effects of bad infrastructure decisions. Plus, we'll peek behind the curtain at what's really happening with the accidents and fires at food production facilities. Listen in to understand how to survive and thrive through the upcoming food supply shortages from the broken supply chains. Mark also offers us some ideas for the companies to invest in that are at the forefront of repairing supply chain issues as we rebuild the economy. Key Takeaways Mark offers us a look at the supply chain and the natural path from the hydrocarbon from the wellhead to the end-user How climate change is causing shortages and disruption in supply chains worldwide Why food might be ‘the last straw' that will bring about uprisings like the Peasants' Revolt How the droughts, shrinking yields, and geopolitical supply chain problems are knocking down almost 28% of the global wheat market How the new 20s will be an amalgamation of the worst parts of the 30s and the 70s How the food shortage here in the US will come down to putting aside our wants to focus on our needs Mark offers his insight into how the US views a food shortage and what that means in the rest of the world What comes to the surface when we have to struggle to pay for food Why a stressed infrastructure combined with a labor shortage is a recipe for disaster Why Mark thinks the lack of and poor solutions to the fragile ecosystem and the other crises are being caused by epic political stupidity across the board and not some more significant underlying theme The key places to invest in right now while food shortages, and supply chain and energy issues are a big deal Connect with Mark Rossano C6 Capital Holdings LLC Mark on LinkedIn Mark on Twitter Connect with Addison Wiggin Consilience Financial Be sure to follow The Wiggin Sessions on your socials. You can find me on— Facebook @thewigginsessions Instagram @thewigginsessions Twitter @WigginSessions Resources Peasants' Revolt Mark Rossano's Report on Investments During A Food Shortage Byron King—The Danger in Weaponizing the US Dollar EP48
Oil is above $100, natural gas above $7, we have a ground war in Europe over energy, dogs and cats sleeping together, mass hysteria. What do we do? A "draft" of energy policies, of course. Stacey McDonald and Chuck have seven energy veterans "draft" their best energy policy ideas to save the world. With Mark Meyer, Mark Rossano, Kyri Baker, Paul Sankey, Rory Johnston, David Ramdsen-Wood and Brad Olsen.
You've probably not heard but we are having a bit of a problem with inflation and specifically with energy sources like gas. Mark Rossano from C6 Capital Holdings is an expert on all things inflation and energy related. In this episode we talk with him about how inflation is affecting energy pricing across the globe and what it means for Bitcoin miners. Mark Rossano: https://twitter.com/markfny Will Foxley: https://twitter.com/wsfoxley
Mark Rossano is a good friend of mine. We met on the set of Bloomberg television November 19, 2019 when we were there to talk with Alix Steel about the Saudi Aramco IPO. Not surprisingly, we spent 2 hours after by the coffee machine talking about the world- oil, natural gas, geopolitics, trade, lithium batteries. To be honest, I was in shock about the amount of stuff he knows... and this from a guy that likes to think I know about a lot of stuff. I invited him on the podcast in March 12, 2020 to talk about coronavirus.... he was the only one in my circle that really understood what the heck was going on. He's been back on multiple times because I always learn a lot, and today was no different. It's a long episode- Joe Rogan long, because there was a lot to talk about. We talk: Oil: 0-24 minutes (supply, demand, where it's going and how we got here) Food scarcity and fertilizer: 24- 32 minutes (how bad could this get and what happens this winter?) Russia-Ukraine war and "what happens" including will there be nukes: 32-69 minutes (Geopolitics, World War II comparisons, how does this end) Inflation: 69 - 91 minutes (what did Powell actually mean by transitory inflation? How does the Fed resolve this, how bad is monetary policy right now and what is the way out?) USD: 91-115 minutes (what are the chances the USD won't be the reserve currency of the world? What does that look like?) COVID: 115 - 129 minutes (what do we know now that we should have known then? What would we do different WHEN this happens again? How did social media play into it?) EVs and should there be a lockdown 2.0: 129 minutes - end: What are the infrastructure and mineral challenges? Do EVs change everything? Should Government encourage rationing through a lockdown?) I believe in long form discussions to really dig in. I hope it sparks some thought, some investment ideas, some challenges and some interest in picking up some books. Enjoy.
Welcome to the Oil and Gas Onshore podcast — brought to you by TechnipFMC on the Oil and Gas Global Network, the largest and most listened-to podcast network for the oil and energy industry. In this episode our host Justin Gauthier talks with Mark Rossano, founder of C6 Capital to discuss his passion for geopolitics and all things energy markets. Mark also discusses his love for being a home body and embracing time spent with his family on movie nights. We'd like to highlight some fascinating technology provided by our sponsor, TechnipFMC. Their new and integrated iComplete™ ecosystem is digitally enabled and delivers efficiency benefits by dramatically reducing components and connections while simultaneously providing real-time data to operators about the #wellpad operations. TechnipFMC is continuing to push the limits in order to achieve full frac automation. To discover more about all the benefits of iComplete™ click the link in the show notes or check them out on linkedin: https://lnkd.in/eeSVvcc TechnipFMC Giveaway https://lp.constantcontactpages.com/su/pcEvkKz/OGGN Ogio Dome duffle bag Yeti 20 oz purple tumbler Executive power bank Columbia neck gator AcePods 2.0 – True Wireless Stereo (TWS) Bluetooth Ear Buds More from OGGN … Podcasts LinkedIn Group LinkedIn Company Page Get notified about industry events
Welcome to the Oil and Gas Onshore podcast — brought to you by TechnipFMC on the Oil and Gas Global Network, the largest and most listened-to podcast network for the oil and energy industry. In this episode our host Justin Gauthier talks with Mark Rossano, founder of C6 Capital to discuss his passion for geopolitics and all things energy markets. Mark also discusses his love for being a home body and embracing time spent with his family on movie nights. We'd like to highlight some fascinating technology provided by our sponsor, TechnipFMC. Their new and integrated iComplete™ ecosystem is digitally enabled and delivers efficiency benefits by dramatically reducing components and connections while simultaneously providing real-time data to operators about the #wellpad operations. TechnipFMC is continuing to push the limits in order to achieve full frac automation. To discover more about all the benefits of iComplete™ click the link in the show notes or check them out on linkedin: https://lnkd.in/eeSVvcc TechnipFMC Giveaway https://lp.constantcontactpages.com/su/pcEvkKz/OGGN Ogio Dome duffle bag Yeti 20 oz purple tumbler Executive power bank Columbia neck gator AcePods 2.0 - True Wireless Stereo (TWS) Bluetooth Ear Buds More from OGGN ... Podcasts LinkedIn Group LinkedIn Company Page Get notified about industry events
The Oil Disruption with Mark RossanoThere's no bigger story in the markets today than the outlook for oil. The Russia/Ukraine conflict risks shutting Russian oil out of the market at a time when inflation is raging around the world. Oil could soar to US$150 or sink back toward US$70 depending on future events. Find out what's more likely...and more!...as we chat with energy analyst and private equity investor Mark Rossano.
Get 5 free stocks when you sign up with WeBull - https://a.webull.com/ga6wzy8TyWDFenDkyCConnect with Ryan - https://twitter.com/ryanraysrConnect with Mark - https://twitter.com/markfny
Connect with Ryan: https://twitter.com/ryanraysrConnect with Mark: https://twitter.com/markfny
Welcome to the Energy Transition Solutions podcast — brought to you on the Oil and Gas Global Network by AWS Energy. In this episode our Joe Batir talks with Mark Rossano, Founder and CEO of C6 Capital Holdings LLC, about their recent purchases of hydroelectric power plants. They discuss why this is a good investment opportunity while also being good for the environment, how you go about finding these non-traditional investments, and what the future of hydroelectric power will be as part of the energy transition. Marks book recommendations: Man's Search for Meaning by Viktor Frankl Prisoners of Geography by Tim Marshall Learn more about AWS Energy here. More Oil and Gas Global Network Podcasts OGGN.com OGGN Street Team LinkedIn Group OGGN on Social LinkedIn Group | LinkedIn Company Page | Facebook OGGN Events Get notified each month Joe Batir LinkedIn
https://www.youtube.com/watch?v=be8dNuuR8oA Happy New Year and welcome back to the PetroNerds podcast and the first recording of 2022. It is January 10th, 2022 and in this episode of the PetroNerds podcast, Trisha chats with Mark Rossana about Russia, China, Kazakhstan, Xinjiang, energy prices, and European and US inflation. This is another special episode, making up for lost time, an hour of conversation with Mark Rossano, and a 20-minute recap with Trisha Curtis. Trisha and Mark get into the nuances of the US inflation and the Fed's response to increase rates and tamp down on inflation and the European Central Bank's lack of response to deal with inflation. They discuss the economy and economic growth, as well as the issue erupting in Kazakhstan and how it coincides with the build-up of Russian troops on the Ukrainian border and reduced natural gas, flows from Russia into Europe. They also talk about China. Trisha recaps the discussion with clarifications on China and Xinjiang and the impending supply chain issues coming in 2022, China's property sector woes, and what this all means for energy prices and why this should matter to you.
Welcome to the Energy Scale Ups podcast — brought to you on the Oil and Gas Global Network by Halliburton Labs. In this episode our host Jose Soliz talks with Mark Rossano from C6 Captial Holdings about investing in Energy Infrastructure Solutions. LinkedIn: https://www.linkedin.com/in/mark-rossano-6a17419 company website: https://t.co/px1MHDaxhW Twitter: https://twitter.com/markfny?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor YouTube: https://t.co/YDKFgwFZrW Register to win our Weekly Giveaway: www.halliburtonlabs.com/giveaway More Oil and Gas Global Network Podcasts OGGN.com – https://oggn.com/podcasts OGGN Street Team LinkedIn Group – https://www.linkedin.com/groups/12458373/ OGGN on Social LinkedIn Group | LinkedIn Company Page | Facebook OGGN Events Get notified each month Connect with Jose Soliz LinkedIn
Episode 32 of the PetroNerds podcast is the second half of the double-header with Mark Rossano. This is a continuation of the conversation on China and the global energy crisis. In this podcast, Trisha and Mark talk about how inflation and the global energy crisis are interwoven and what the risks are to global economic growth […]
In episode 31, Trisha Curtis and Mark Rossano, CEO of C6 Capital, go into a double-header with part two of their nerdy convo. This is a 45-minute conversation on everything from China to economic growth to the global energy crisis. China's recent miss on GDP for the third quarter is discussed along with coal, hydro, […]
It had been a hot minute since we had Mark Rossano on to talk data and with unemployment at 5.9%, inflation being called transitory and the federal reserve meeting this week with the debt ceiling looming …. I thought it was time we get an update. As always, we cover a lot. Because data is good, interpretation is better. I hope you enjoy.
Why California is shutting down its last nuclear planthttps://www.cnbc.com/2021/10/02/why-is-california-closing-diablo-canyon-nuclear-plant.html- why, if California is trying to increase clean energy while in a power crunch?- safety concerns, but the nuclear chief says that there are no safety concerns and Diablo Canyon could safely operate for 40 years?- consumers won't buy the nuclear powerChina's Government Secures Fuel Supplies for Winter as the Country Battles a Power Crisis Threathttps://www.natureworldnews.com/articles/47690/20211003/china-fuel-supplies-power-crisis-threat.htmChina Relaxes Coal Mine Safety Efforts on Electricity Crisishttps://finance.yahoo.com/news/china-relaxes-coal-mine-safety-004516612.htmlBoris Johnson Plans Fossil Fuel-Free U.K. Power Grid by 2035https://www.bloomberg.com/news/articles/2021-10-04/u-k-s-johnson-plans-fossil-fuel-free-power-grid-by-2035- will Britain's power grid even have power unless a lot of nuclear power plants in the next years- The U.K. will reserve a key role for nuclear power in the nation's electricity system as a backup for renewables in a plan to phase out natural gas by 2035.- Fossil fuels will no longer be used to generate power by the middle of the next decade as the U.K. tackles the double threat of climate change and an energy supply crunch that has sent prices spiraling to record highs. The government says the plan is “a landmark move to end Britain's dependency on volatile fossil fuels.”- But renewables are also quite volatileClimate change could cost the U.S. up to 10.5 percent of its GDP by 2100, study findshttps://www.washingtonpost.com/weather/2019/08/19/climate-change-could-cost-us-up-percent-its-gdp-by-study-finds/- weather disasters may be more intense, but over time more wealth is accumulated so obviously the cost of the damage will be more. Especially, wealth is concentrated in areas more prone to weather damage, like on the beach, near fault lines, areas where wildfires happen & the beach in Florida.Interview with Mark Rossano on China:- check out Mark's YouTube channel (PrimaryVisionNetwork), FracSpreadCount and Private Equity Fund- Is China really going to secure energy at all costs? Who/when said this? Said in front of shuttered coal mine (because it was unsafe). Unsafe mines were cleaned up at the beginning of the year.- Costs? political, human, price? weighted towards political and human. Need to expedite bringing mines back. Also, context of fight with Australia - if China goes out to Australia they can resolve issue and bring in their coal. - Will China choose power to residential areas or maintain factory output? China is actually allowing price fluctuation. But have also vowed that there won't be cuts to residential power. - Slashed steel production, which really cuts down on power usage.- Timing also an issue. In September China tries to run ahead of "Golden Week" - getting products ready and shipped by holiday season. But now they are on the other side of that. Typically in Oct/Nov drop in industrial throughput.- could see more "Malaysian crude" coming into China (Actually Iranian crude)- big buildup of crude sitting offshore in China, meanwhile teapots are cutting runs. 68% utilization rate (2018 levels now).- State refiners have cut runs 7%. Fuel oil is at a 6 year high and only time have had more fuel oil in storage was in 2014. Trying to preserve incase need to burn fuel oil in power plants.- China's perspective on OPEC meeting - more concerned about price than volume. Volume is there, the type of crude that Asia wants to buy has plenty. What are they waiting for? Pulling more from Iraq.- Does China need to see a $1 cut in OSPs to really make a difference and would this seem like a slap in the face to the White House if Aramco raises OSPs to the US?
It's that time again. The Matrix is BACK! Mark 'The Matrix' Rossano makes his August appearance on Inside the War Room. Mark and Ryan Ray talk about what is going on with the economy, will China invade Taiwan, and much more. Get your website with Bluehost - ryanraysr.com/hostingSubscribe to the newsletter - ryanraysr.com/fivewideMore from Ryanwww.ryanraysr.comhttps://twitter.com/ryanraysrMore from Mark Rossano:https://twitter.com/markfnyhttps://www.c6capitalholdings.com/https://www.youtube.com/c/PrimaryVisionNetwork/videos
On this episode of the Texas Oil and Gas Podcast, Ryan Ray and Ben Samuels discuss Rule 37, the job market in the Permian Basin, and Mark Rossano joins to show to chat about the Frac Spread. More from Ryan:https://twitter.com/ryanraysrhttps://shor.by/insidethewarroomwww.ryanraysr.comhttps://shor.by/energyweekConnect with Ben:https://www.linkedin.com/in/sourcerock/https://twitter.com/baspermianConnect with Mark:https://twitter.com/markfnyhttps://www.youtube.com/c/PrimaryVisionNetwork/videos
Connect with Mark:https://twitter.com/markfnyhttps://www.linkedin.com/in/mark-rossano-6a17419/https://www.c6capitalholdings.com/
In today's episode, Ryan Ray is joined by Mark Rossano to chat about the economy. Website (coming soon) ryanswarroom.comConnect with Mark:https://twitter.com/markfnyhttps://t.co/YDKFgwFZrW?amp=1https://t.co/ExHcucK1a3?amp=1
Listen now | Last Friday, Mark Rossano, produced a masterpiece title Inflation is everywhere. I got several comments on Mark's post, but this one made me chuckle. Reader - "So basically, you're telling me that we're going to hell in a handbasket??" Me - " Haha! I'm not, but Mark is!" This is a public episode. Get access to private episodes at warroommedia.substack.com/subscribe
If you are going to take advantage of our end of the year special, better hurry! The link expires soon!As we close out the year, we brought on Mark Rossano to talk geopolitics. I think we could have gone for days, but we capped it at 1.5 hours. I hope you enjoy, talk next year!Connect with Mark:LinkedInWebsiteTwitterYouTube (his shows are a must-watch, IMO) This is a public episode. Get access to private episodes at warroommedia.substack.com/subscribe