Podcasts about ngls

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Best podcasts about ngls

Latest podcast episodes about ngls

The HC Insider Podcast
LPG Trading with Jack Nugent

The HC Insider Podcast

Play Episode Listen Later Feb 12, 2025 50:44


In this episode, we dive into Liquified Petroleum Gas trading. What is LPG used for, where is it produced and how has the market developed since the advent of shale? How is trading LPG different from other commodities  and what does it herald for other fuels? What is its role in the energy transition and what is its future? Our guest is Jack Nugent. Jack brings a unique perspective. From his early days in LPG broking, to living and working in both Europe and Asia as a LPG trader, he later co-founded his own successful LPG trading company. Jack is the CEO and Founder of Tradavex, a consultancy that helps organizations bridge the interface between technology and business.Relevant Linkswww.encoinsights.comwww.hcgroup.globalwww.tradavex.com

The Chemical Show
2025 Chemical Market Update With Kurt Barrow & Tony Potter Of S&P Global - Ep. 200

The Chemical Show

Play Episode Listen Later Feb 4, 2025 41:33 Transcription Available


Navigating the shifting landscape of the chemical industry and the global economic climate, Tony Potter and Kurt Barrow from S&P Global join host Victoria Meyer to offer a comprehensive market update for 2025. They delve into the global supply and demand dynamics of feedstocks like oil and NGLs and unpack the impact of geopolitical changes, including the return of Donald Trump to the US presidency. Touching on the Chinese market's massive capacity expansions and the European chemical industry's crossroads, this episode provides an insightful analysis of how market forces are reshaping the industry. Victoria, Tony, and Kurt explore critical topics such as decarbonization and sustainability, emphasizing the ongoing challenges and advancements in circularity, advanced recycling, and the integration of green technologies. They also discuss strategic responses to global market imbalances and the significance of staying prepared for future investments.   Learn more about the following topics this week: Navigating the chemical industry's perfect storm: massive overcapacity in China, European plants at a breaking point, and North American resilience The tension between sustainability goals and market reality. Changes in leadership and trade policies are reshaping the industry and what smart companies are doing to prepare. Who's actually paying for sustainability initiatives? Looking at Europe's aging chemical infrastructure and how some 50-year-old plants may get a new lease on life due to carbon border adjustments Why industry veterans advise looking past current market conditions and political uncertainties to prepare for growth in the 2030s  "Downturns are just good for pruning... it is the opportunity to make your organization a little bit leaner. We all need to shed costs, but becoming lean is also about becoming fit for future growth. The industry does need to invest to grow... it doesn't matter who the President of the United States is. You're going to build a refinery, an energy plant, or whatever to last 40 years, maybe 50 years. It's going to see a few presidents." - Tony Potter, S&P Global  Other links:  Download: 10 Leadership Lessons for Chemical Executives Download: 7 Trends Shaping the Future of the Chemical Industry Subscribe to The Chemical Show on YouTube  Thank you to our sponsors:The World Petrochemical Conference by S&P Global brings together people across the chemical industry - from executives to strategists and business analysts to petrochemical experts.  WPC provides unmatched market intelligence and insights to unlock pathways for growth and transformation. Join us in Houston, TX, March 17-21, 2025, to commemorate our 40th Anniversary! >>>>VISIT THEIR WEBSITE TO REGISTER AND USE THE CODE WPC2025ChemShow5% for 5% discount off conference fees.  --------------------------------------------------------------------------Transforming data into decisions with GenAI precision Access the breadth and depth of ICIS intelligence Fast, reliable answers to your market questionsInsights your way – from summaries to detailed reports Ask ICIS, your AI assistantVisit ICIS.com/ask--------------------------------------------------------------------------

Learning Forward
Nisha Bhakar

Learning Forward

Play Episode Listen Later Nov 13, 2024 15:22


In Episode 7 of Where Passion Meets Education (WPME), Sandeep Dutt engages in a lively conversation with Nisha Bhakar, who shares her passion for education, emphasising the importance of libraries and giving students space to explore and discover themselves.We celebrate Children's Day 2024 with the story of Nandha Gokulam Life School and our passionate educator, Nisha Bhakar.Nisha Bhakar's Educational Philosophy* Emphasis on creating joyful learning spaces and libraries.* Belief in allowing students to be vulnerable, explore, and discover themselves.* It is essential to give students different perspectives and understand personal growth.* Value of books in personal and professional development.Teacher's Role and Passion for Education* Nisha's journey from reluctant teacher to passionate educator.* Importance of family support in pursuing an educational career.* Value of continuous learning and self-discovery for teachers.* Emphasis on reading as a crucial tool for teacher development and reflection.About her life and workNisha Bhakar entered the world of education when big questions arose about traditional ideologues in education. Her past two decades of hands-on approach towards child development and education and her ability to sense practical solutions customised to every classroom have turned around many schools. Her understanding of curriculum and pedagogy across boards CBSE, CAIE ( CIE) & PYP-IB and her passion and thirst for learning are visible in the reading culture nurtured amongst the teachers and students of all her schools. She led the whole school transformation at The Heritage School, Gurgaon, set up one of the largest schools offering Cambridge (CAIE) qualifications in Hyderabad, and headed a GEMS-managed school in Jaipur. Nisha is currently working in education at Vishwa Samudra Holdings, Hyderabad. She is engaged in setting up an all-boys residential school with international facilities for underprivileged children at Nellore, AP.Nisha Bhakar's experience in education has been focused on planning, designing and reviewing curriculum, developing and implementing teacher training focusing on thematic approach & project-based learning to teaching learning and developing resource material for teachers as well as students along with the administrative responsibilities of running and setting up a school from inception.In the past, Ms Bhakar has also been engaged as an Advisor and consultant to schools like the United World College, Pune (IBDP School), and Mt. Carmel at Delhi, to name a few. She was a member of the Core Team of the Sarva Shiksha Abhiyan, led by NCERT Reading Cell. Member of Indian Principal's team visiting Germany, Singapore, the UK, and Canada to understand the higher education system in these countries. Actively involved in developing the Teacher's Resource Packs for English Language Teaching (ELT) for Oxford University Press & Pearson Education. Awarded the ‘Best Educationist Award' in 2012. Ms Nisha Bhakar has also been honoured as one of Asia's most outstanding leaders of 2019, among other awards.Reading, travelling, and adventure sports, especially white-water rafting, are some of her areas of interest. Nisha cherishes skydiving at Dubai Zero Point and scuba diving.Thanks for reading Good Schools India Journal! This post is public, so feel free to share it.NGLS is yet another school that has resulted from Vishwa Samudra Holdings Chairman's desire to impact young minds with the proper schooling experience. The Group Management envisioned quality educational institutions and started this journey over a decade ago by setting up two co-educational schools for underprivileged students, one offering state board education and another a premier CBSE residential school. The third project was a CBSE school with impressive infrastructure and facilities at Nellore. NGLS is the fourth school being set up by this Management.Read more: The 7Cs of Nandha Gokulam: https://nglifeschool.com/the-7cs/What sets NGLS apart from previous schools is its core philosophy. It is a school designed to give a platform to underprivileged boys who can now dream of achieving what they truly deserve and will not be deprived because they come from economically weaker sections of our society.Find out more about NGLS at: https://nglifeschool.comGood Schools India Journal is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.gsi.in/subscribe

Energy News Beat Podcast
Canada's Economy Hinges on Oil and Gas Exports

Energy News Beat Podcast

Play Episode Listen Later Jul 18, 2024 9:31


In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley covers several key stories: Biden administration's push for green energy as a solution to inflation, which has faced criticism; a rise in oil prices following a significant crude inventory draw; the growing importance of oil and gas exports for Canada's economy; an increase in India's LNG imports aimed at reducing carbon emissions; and Elon Musk's explanation for delaying Tesla's robotaxi event, citing design modifications. Turley also humorously notes the Cybertruck's unique design and encourages viewer engagement and voting participation.Highlights of the Podcast00:00 - Intro01:20 - Ex-Biden Lackey Tells CNBC: To Fix Inflation, Ditch Fossil Fuels And Boost Green Spending04:22 - Oil Extends Gains As EIA Confirms Crude Draw, Rising Fuel Inventories05:56 - Oil and Gas Exports Are Increasingly Important for Canada's Economy06:47 - India ups LNG imports in June07:49 - Elon Musk explains why Tesla's Robotaxi event is delayed09:05 - OutroPlease see the links below or articles that we discuss in the podcast.Ex-Biden Lackey Tells CNBC: To Fix Inflation, Ditch Fossil Fuels And Boost Green SpendingJuly 17, 2024 Andy Del PradoA former Biden official promoted spending billions more dollars on green energy as a solution to economic and inflationary woes. ​ Heritage Foundation economist E. J. Antoni quickly set a former Biden official straight after […]Oil Extends Gains As EIA Confirms Crude Draw, Rising Fuel InventoriesJuly 17, 2024 Mariel AlumitCrude oil prices went higher today, after the U.S. Energy Information Administration reported an inventory draw of 4.9 million barrels for the week to July 12. This was on top of the draw of 3.4 million barrels for the previous […]Oil and Gas Exports Are Increasingly Important for Canada's EconomyJuly 17, 2024 Mariel AlumitAlongside surging production, Canada's oil and gas exports jumped in the period 2002 to 2022. Canada saw a record-high oil production in 2023 amid expanding oil sands output. Combined, crude oil, NGLs, and natural gas […]India ups LNG imports in JuneJuly 17, 2024 Mariel AlumitIndia's liquefied natural gas (LNG) imports rose in June compared to the same month last year, according to the preliminary data from the oil ministry's Petroleum Planning and Analysis Cell. The country imported about 2.64 […]Elon Musk explains why Tesla's Robotaxi event is delayedJuly 17, 2024 Mariel AlumitElon Musk has seemingly confirmed Tesla's Robotaxi event has been delayed and revealed one reason the company needs more time before the big reveal. Bloomberg reported last week that the event had been delayed from August 8 to October. […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading Desk– Get in Contact With The Show –

RBN Energy Blogcast
Basket Case - The Strange Relationship Between Mont Belvieu and Conway NGLs

RBN Energy Blogcast

Play Episode Listen Later Jun 28, 2024 16:47


RBN Energy Blogcast
Adaptation - With Changes on the Horizon, Nederland/Beaumont Export Hub Increasing Focus On NGLs

RBN Energy Blogcast

Play Episode Listen Later Jun 20, 2024 12:46


TXOGA Talks
Episode 9: Pipelines 101

TXOGA Talks

Play Episode Listen Later May 24, 2024 47:50


In this episode, TXOGA President Todd Staples and Shana Joyce, Vice President of Government and Regulatory Affairs, are joined by Vincent DiCosimo, Senior Vice President at Targa Resources, for an overview of the midstream process, which includes the processing, storing, transporting and marketing of oil, natural gas, and natural gas liquids. In addition, they highlight the steps that pipeline companies take to ensure safety, protect landowner rights, and care for the environment. Also in this episode, TXOGA Chief Economist Dean Foreman, Ph.D, presents his “Foreman's Four” where he highlights four items about energy and economics that everyone should know.--TXOGA: TXOGA Talks, Episode 3: The Four P'sTXOGA: Natural Gas InfrastructureTXOGA: Landowner Handbook – Pipelines 101U.S. Energy Information Administration: Texas Natural Gas Pipeline and Distribution UseTarga Resources: Targa operates midstream infrastructure assets that efficiently supply natural gas and natural gas liquids (NGLs) to domestic and international markets to meet the increasing demand for cleaner, affordable fuel and feedstocks.Texas 811: Call before you dig! Homeowners should contact 811 when: Building or repairing a fence, planting a tree, installing a sprinkler system or any chore or maintenance that requires digging.

Energy Thinks with Tisha Schuller
Energy Thinks with Federica Berra

Energy Thinks with Tisha Schuller

Play Episode Listen Later Apr 30, 2024 29:35


Tisha Schuller welcomes Federica Berra, senior vice president of global aviation of Air bp, to the Energy Thinks podcast. Listeners will hear about Air bp's push towards their goal of net zero by 2050 in part through sustainable aviation fuel (SAF) development. Federica is an internationally recognized expert in the natural gas, LNG, and power sectors. She is the senior vice president of global aviation at bp, one of the world's leading suppliers of aviation fuel products and services. She is leading a team to execute the new bp air strategy, which launched in 2022. She holds an M.S. in chemical engineering from Sapienza Universita di Roma in Rome, Italy. Prior to bp, Federica spent her career in oil and gas with various leadership roles at ExxonMobil, such a vice president of acquisitions and director of global natural gas strategy and Canada gas, power, and NGLs marketing manager at Imperial Oil. Subscribe here for Tisha's weekly Both of These Things Are True email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Kayla Chieves who makes the Energy Thinks podcast possible. [Interview recorded on April 15, 2024]

The Peter Zeihan Podcast Series
NGLs: Ohio's Plastics Industry's Juicy Secret || Peter Zeihan

The Peter Zeihan Podcast Series

Play Episode Listen Later Apr 9, 2024 2:19


Since I'm here in Ohio, why not talk about what makes this region so unique. Today, we'll be discussing how shale in Ohio has propelled economic growth in an unfamiliar way. Full Newsletter: https://mailchi.mp/zeihan/ngls-ohios-plastics-industrys-juicy-secret

Talk Energy
#204: Oil & Gas Market Dynamics - Matt Marshall

Talk Energy

Play Episode Listen Later Mar 19, 2024 33:37


This episode's guest is Matt Marshall the President of AEGIS CTA. Matt is an oil and gas markets guru and it's a luxury to be working with him and his team at AEGIS. In this episode, we discuss the current oil and gas market dynamics, and get Matt's view on what is driving pricing. We dive into the recent natural gas bear market and what is on the horizon that could lift us out of this slump. We talk oil fundamentals and the psychology OPEC. Lastly, we touch on NGLs and what to be on the look out for.  Hope you enjoy the show! 

RBN Energy Blogcast
Get Ready - Enterprise's Multifaceted Plan for Dealing With the Coming Deluge of Permian NGLs

RBN Energy Blogcast

Play Episode Listen Later Nov 13, 2023 11:59


Energy News Beat Podcast
ENB 242 - ExxonMobil's Outlook, World Bank Warns of $150/barrel, Fossil Fuels' Resilience, Cummins' Growth Forecast and Oil Price Enterprise Products Expansion

Energy News Beat Podcast

Play Episode Listen Later Nov 1, 2023 24:21


In this episode of the Energy News Beat Daily Standup, hosts Michael Tanner and Stuart Turley discuss various energy-related news topics. They start by addressing ExxonMobil CEO Darren Woods' statement about tight world oil supplies in the coming years, expressing skepticism about his positive view of the U.S. economy. They then cover a World Bank warning of oil prices potentially reaching $150 per barrel in the event of a conflict between Israel and Hamas, providing different scenarios based on supply disruptions. The hosts also touch on Cummins' prediction of significant growth in natural gas engines, emphasizing its potential impact on the trucking industry. Finally, they highlight Enterprise Products Partners' expansion of natural gas liquids processing capabilities through pipeline and plant developments, underlining the environmental benefits of reducing flaring in the Permian Basin. They briefly discuss financial results from natural gas-focused companies, Comstock and Chesapeake, and conclude with an event announcement for a Business Development Study Group workshop focused on energy deals and investments.Highlights of the Podcast00:00 - Intro03:30 - ExxonMobil CEO sees tight world oil supplies for next few years05:15 - World Bank warns oil price could soar to record $150 a barrel09:33 - Why fossil fuels are here to stay11:33 - Cummins predicts huge growth in natural gas engines14:01 - Enterprise Products Doubles Down on Gas Liquids With Pipelines, Processing Plants15:30 - Markets Update23:55 - OutroPlease see the links below for articles that we discuss in the podcast. ExxonMobil CEO sees tight world oil supplies for next few years(Bloomberg) – Exxon Mobil Corp. sees tight global oil supplies putting upward pressure on energy prices for at least the next few years as the world continues to suffer from a lack of investment in […]World Bank warns oil price could soar to record $150 a barrelEscalation of Israel-Hamas war into Middle East-wide conflict would disrupt oil supplies and stoke food prices, says Bank Oil prices could soar to a record high of more than $150 a barrel if the war between […]Why fossil fuels are here to stayA report from the International Energy Agency (IEA), published last week, claims that the world will reach peak demand for oil, coal and gas by 2030. This has been seized on by the likes of […]Cummins predicts huge growth in natural gas enginesCummins Inc. predicts its new 15-liter natural gas engine designed for heavy-duty and on-highway applications could lead to a five-fold growth in customers for the alternative powertrain. It overcomes complaints about low power and torque […]Enterprise Products Doubles Down on Gas Liquids With Pipelines, Processing PlantsHOUSTON (Reuters) – Energy pipeline operator Enterprise Products Partners will expand its natural gas liquids (NGLs) operations, adding a pipeline from Texas' Permian Basin, new plants to process natural gas, and converting an oil pipeline […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsENBEnergy DashboardENB PodcastENB Substack– Get in Contact With The Show –

WTFinance
Can the US Save Europe from an Energy Crisis Again? with Dr Anas Alhajji

WTFinance

Play Episode Listen Later Sep 3, 2023 57:07


Interview recorded - 31st of August, 2023On this episode of the WTFinance podcast I had the pleasure of welcoming back Dr Anas Alhajji - a world-renowned energy markets expert, researcher, author, and a speaker.During our conversation we spoke about the current state of the energy market, how China has a lot of control, whether oil could push $100, if the US can save Europe from an energy crisis again and more!0:00 - Introduction1:40 - Overview of energy markets?9:30 - US benefited from European energy reliance11:20 - China will have control over energy prices15:35 - The China issue17:10 - Saudi Floor price and China ceiling price25:42 - Can China push Oil price lower?27:04 - Price target for oil 2023?28:20 - Gabon impact on oil markets32:45 - Could further instability have an impact on oil markets?34:16 - Natural resource economics46:39 - Will Europe be ok this winter?49:52 - Other energy costs increase?54:59 - One message to takeaway from our conversation?Dr. Anas F. Alhajji is a world-renowned energy markets expert, researcher, author, and a speaker with more than 900 papers, articles and columns to his credit. He advises governments, companies, financial institution and investors on various energy markets issues. He focuses on oil and gas market outlook, energy geopolitics, energy security, and the impact of disruptive technologies on the supply and demand of energy.Before his recent role as a Managing Partner at Energy Outlook Advisors LLC, he was the former Chief Economist of NGP Energy Capital Management. He led the Firm's macro-analysis of the oil, natural gas and related markets as well as the overall economic environment. He was responsible for the short-term and long term outlooks for oil, natural gas, NGLs, and LNG markets.Dr. Alhajji's articles appeared in numerous countries in more than 10 languages, and his work is cited in over 60 books. He has addressed numerous companies, institutions, and national and international organizations. He also serves on the board of several energy-related publications. He is a contributing editor for the one of the industry's premier publications: World Oil. He is also the moderator of the industry's oldest virtual Forum: Oil, Gas, & Energy Law (OGEL)Prior to joining NGP, Dr. Alhajji taught economics at the University of Oklahoma (1995 to 1997), the Colorado School of Mines (1997 to 2001), and Ohio Northern University (2001 to 2008), where he held the George Patton Chair of Business and Economics. Dr. Alhajji taught courses in economics, energy economics and policy, and energy geopolitics.Dr. Alhajji was educated in Syria, Saudi Arabia, and the United States. He holds M.A. in Economics, and a Ph.D. in Economics from the University of Oklahoma, with a specialization in energy economics and policy. He received many awards including the Teaching Excellence Award and the Outstanding Mentor Award in addition to many prizes in woodworking.Dr Anas Alhajji - Website - https://www.anasalhajji.com/Twitter - https://twitter.com/anasalhajjiLinkedIn - https://www.linkedin.com/in/anas-alhajji/Substack - https://afalhajji.substack.com/Attaqa - https://attaqa.net/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Primary Vision Network
Is this the end of Chinese Economic Boom? - Monday Macro View

Primary Vision Network

Play Episode Listen Later Aug 28, 2023 8:33


In this episode, Osama Rizvi, takes a deep dive into Chinese economy and tries to investigate the prevalence of recent claims that herald the end of era of economic growth for China.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

Primary Vision Network
Seasonal Drop Intensified by Extreme Heat - Frac Spread Count

Primary Vision Network

Play Episode Listen Later Aug 25, 2023 13:42


In this episode of FSC Mark Rossano shares the latest with Chinese economy from falling household savings to peak oil demand. This episode packs some very interesting insights.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

Primary Vision Network
THE Economy - Social Mobility Impacts Around the World, Fed Rate Hikes and The Impacts, Leading Indicators Slowing on the Service Front, Europe's Service Sector Moves Into Contraction, Does China Enter a Recession?

Primary Vision Network

Play Episode Listen Later Aug 24, 2023 94:18


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

Primary Vision Network
EIA Update - Products Build as Crude Maintains Seasonal Draws, Demand Closes the Summer with a Whimper, Refined Product Exports Ramp from Asia as ME Flows Slow

Primary Vision Network

Play Episode Listen Later Aug 23, 2023 50:24


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

Primary Vision Network
Global Economic Update - Monday Macro View

Primary Vision Network

Play Episode Listen Later Aug 21, 2023 8:59


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

Talk Energy
#193: Selling Oil, Natural Gas, & NGLs | Ancova View | - Annalea McMillan & Jon Chaney

Talk Energy

Play Episode Listen Later Aug 19, 2023 61:43


This episode I had on two of the Rockstars that work for Ancova (our energy business) to discuss our new Commercial Management Platform "Ancova View."We discuss the complexities of selling oil, natural gas, and NGLs, and how there is a data problem when processing these sales. We talk about commercial contract side of the business and why these agreements are complicated and difficult to administer. Lastly, we run through the different tools we have built in Ancova View and how they are helping our clients. If you are interested in the process of how energy is monetized, and the tools we are building to help streamline the process, I think you will find value in the conversation. Hope you enjoy the show!Ancova website: ancova.com Our Broken Bow Development Website: MountainForkResort.com  Max's Twitter: https://twitter.com/max_gagliardiPodcast Twitter: https://twitter.com/Always_Building

Primary Vision Network
THE ECONOMY - Global Debt Maturity Wall Will Hit HARD!, Why the Fed Will Raise Rates Again, Retail Sales Surprise to the Upside- When Does it Change?, European Inflation Picks-up Again, China Economic Issues Gaining Steam

Primary Vision Network

Play Episode Listen Later Aug 18, 2023 96:59


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

Primary Vision Network
Another Drop in Completions! - Frac Spread Count

Primary Vision Network

Play Episode Listen Later Aug 18, 2023 19:10


Mark Crisano, CEO of C6 Capital Holdings, discusses the frax spread count, drilled but uncompleted wells, and economic trends in the energy sector on Primary Vision Network. He touches on household affordability in the U.S., rising mortgage rates, bond volatility, and the potential global market stress due to increased debts.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

Primary Vision Network
Eia Update - Crude Stocks Fall; Distillate Backdrop Remains Bullish, Demand Weakens While Distillate Storage Support Cracks, Crude Exports Slow as Refined Products Surge

Primary Vision Network

Play Episode Listen Later Aug 16, 2023 52:11


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

Primary Vision Network
Deflation in China - Monday Macro View

Primary Vision Network

Play Episode Listen Later Aug 14, 2023 8:33


In this episode of The Monday Macro View, we dive deep into China's current economic status, especially amidst growing concerns of a deflationary cycle. While global economies battle inflation, China is witnessing a unique trend. However, is it as concerning as it seems? We'll analyze key indicators, including CPI, PPI, and GDP, and what they signify for China and the global economic landscape. We'll also discuss the potential consequences of a slowdown in the Chinese economy, its impact on global trade, and the risk of a resurgent trade war.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

Primary Vision Network
Completions Defy Rig Counts- Again; Follow the Spread Counts - Frac Spread Count

Primary Vision Network

Play Episode Listen Later Aug 11, 2023 19:02


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

Primary Vision Network
THE ECONOMY - Food Prices Rising Around the World, Inflation Matches Expectations, But What Will August Bring? , Consumer Update as Consumer Credit Expands Further, European Data Slips Further into Contraction , Chinese Data Signals More Trouble Ahead

Primary Vision Network

Play Episode Listen Later Aug 10, 2023 86:36


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

Primary Vision Network
EIA Update - Crude Builds as Distillate Draws Accelerate, Distillate Storage Falls Further as the Diesel Market Tightens, Saudi Raise Crude OSPs as Refined Product Exports Ramp

Primary Vision Network

Play Episode Listen Later Aug 9, 2023 59:11


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

Primary Vision Network
Will Oil Prices Touch $100? - Monday Macro View

Primary Vision Network

Play Episode Listen Later Aug 7, 2023 8:44


In this episode, Osama Rizvi explores the million dollar question that is on everyone's mind these days: Will oil prices touch $100?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

Primary Vision Network
THE ECONOMY - Food Insecurity Rising Around the World, Service Data Slows as Prices Increase- Stagflation Continues, Consumer Pressure Ramps Again- What Does Spending Look Like?, European Consumer Data Drops Across the Board, China Data Misses Estimates a

Primary Vision Network

Play Episode Listen Later Aug 3, 2023 108:26


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

Primary Vision Network
EIA Update - Big Make-up Number as Demand Slows Futher, Demand Falls Flat w/ Little Upside Left in Summer, Refined Product Exports Rise Offsetting Some Crude Export Drop

Primary Vision Network

Play Episode Listen Later Aug 2, 2023 62:07


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

Primary Vision Network
Is Europe's Recession Over? - Monday Macro View

Primary Vision Network

Play Episode Listen Later Jul 31, 2023 8:32


In this episode of Monday Macro View, Osama Rizvi takes a critical review of the European economy and whether it's recession is already over.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

Primary Vision Network
The Economy - IMF Takes Global GDP Estimates Higher as PMI's Slow, Fed Hikes Rates Again- Will We Get One More?, U.S. Leading Data a Bit Mixed w/ Some Bright Spots, ECB Takes Rates Up Again as Economic Data Worsens, China Issues More Promises on Stimu

Primary Vision Network

Play Episode Listen Later Jul 27, 2023 91:42


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

Primary Vision Network
EIA UPDATE - Bearish Report with Some Upside Heading into Next Week, Demand Continues to Disappoint Inline W/ Our Expectations, Why Chinese Demand Will Disappoint the Markets

Primary Vision Network

Play Episode Listen Later Jul 26, 2023 67:15


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

Primary Vision Network
There won't be a recession? Think again - Monday Macro View

Primary Vision Network

Play Episode Listen Later Jul 24, 2023 8:41


In this episode Osama Rizvi highlights the fact that despite some apparent bullishness the real economic indicators still remain bearish. Business inventories are high and Leading Economic Index is still showing a slowdown in activity.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-planQuestions? info@primaryvision.co

Primary Vision Network
Up or Down?: Frac Spread Count's 4% Move!

Primary Vision Network

Play Episode Listen Later Jul 21, 2023 12:09


 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 

Primary Vision Network
THE ECONOMY - End of the Black Sea Deal Spells More Food Trouble , Credit Card Problems Point to More Slowdowns , What to Expect From the U.S. Consumer Going Forward? , European Inflation Revised Higher, Chinese Data Misses Estimates- More Pain to Come!

Primary Vision Network

Play Episode Listen Later Jul 21, 2023 70:37


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

Primary Vision Network
EIA Update - Mixed Report with Some Bearish Undertones, Summer Demand Remains Underwhelming- Will it Strengthen?, Russia Ramps Product Exports & What to Expect w/ Global Diffs

Primary Vision Network

Play Episode Listen Later Jul 20, 2023 67:24


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

Primary Vision Network
Geopolitics of Renewables - Monday Macro View

Primary Vision Network

Play Episode Listen Later Jul 17, 2023 9:00


In this episode, Osama takes a brief dive into the geopolitical aspects of renewable energies, shedding light on their growing significance on a global scale. The materials utilized in these energy sources have become crucial worldwide. Additionally, he delves into the implications for the global economy, uncovering new perspectives that have emerged from the analysis of fresh data points.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/

Primary Vision Network
THE ECONOMY - Global Manufacturing Slows Further as Service is Resilient, Pace of Inflation Slows, But It's Still Rising, Labor Remains Tight as Savings "Cushion" Disappears, Europe is Already in a Recession- Does it Get Worse?, China's

Primary Vision Network

Play Episode Listen Later Jul 14, 2023 107:01


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

Primary Vision Network
EIA Update - What to Expect from Summer Drawdowns?, July 4th Holiday Lag Hits- How Will Core Summer Demand Go?, How Will Chinese Demand Shift Heading Throughout Summer?

Primary Vision Network

Play Episode Listen Later Jul 12, 2023 70:17


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

Primary Vision Network
Looking South; U.S. Refiners & Shrinking Demand - The Diff w/ John Reilly and Greg Bordelon

Primary Vision Network

Play Episode Listen Later Jul 11, 2023 57:43


The Diff turns its attention to the south, as the start-up phase of the Dos Bocas refinery highlights shrinking  product markets for US refiners, growing API imbalances that shale can't fill. Plus: Cost of capital matters…again!!!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

Primary Vision Network
Return of Trade War - Monday Macro View

Primary Vision Network

Play Episode Listen Later Jul 10, 2023 8:37


China trade war has made a comeback. It was always one of the fattest tail risk to the global economy. In this episode, Osama Rizvi, gives us a brief overview of the latest developments in this regard and what could they mean for the 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? info@primaryvision.co

Primary Vision Network
Eia Update - Breaking Down Today's EIA Data, Is the Core of Summer Driving Setting, Saudi Swings for the Fences Again- Will it Work This Time?

Primary Vision Network

Play Episode Listen Later Jul 7, 2023 74:16


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

Primary Vision Network
July 4th and a Heat Wave Take Down Activity - Frac Spread Count

Primary Vision Network

Play Episode Listen Later Jul 7, 2023 8:37


FSC, US' manufacturing data update, what's up with inflation and Fed target and much more! All of that in this very exciting FSC show. 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

Primary Vision Network
Bearish Outlook for Oil Markets - Monday Macro View

Primary Vision Network

Play Episode Listen Later Jul 3, 2023 8:40


In todays Monday Macro Osama Rizvi highlights the indicators that set the case for a bearish outlook ahead. Tune in to find more.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

Primary Vision Network
Frac Spread Count Turmoil?

Primary Vision Network

Play Episode Listen Later Jun 30, 2023 9:05


In this episode, Matt Johnson from Primary Vision Network discusses the recent turmoil in the frac spread count, which has decreased to 272. He highlights factors like weather delays and transportation issues affecting the count, while introducing their upcoming frac job count product for a deeper understanding of well completions. Join Matt for these crucial industry insights and more.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

RBN Energy Blogcast
... Ready for It?, Part 2 - Midstream Giants Prepare for More NGLs Bound for Export Docks

RBN Energy Blogcast

Play Episode Listen Later Jun 27, 2023 11:30


Primary Vision Network
Macro Indicators Signal Slowbalization - Monday Macro View

Primary Vision Network

Play Episode Listen Later Jun 26, 2023 8:38


In the latest edition of the Monday Macro View, Osama Rizvi presents an update on the global economy's current state. New Zealand finds itself in a recession, while both Australia and the UK teeter on the edge. The European industrial recession persists and worsens, and global container freight volumes remain low.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

Primary Vision Network
EIA Update - How Does the Data Supports the Current Crude Range?, Where Will Summer Demand Take Us?, Breaking Down Chinese Demand and Physical Movements

Primary Vision Network

Play Episode Listen Later Jun 22, 2023 67:52


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

Primary Vision Network
The Economy - Food Security Problems Only Getting Worse, U.S. Data Not Enough to Change a Rate Hike in July , Inflation Still Persistant- Rates Going Higher , China Can't Stimulate Their Way to Growth

Primary Vision Network

Play Episode Listen Later Jun 22, 2023 55:54


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

RBN Energy Blogcast
... Ready for It? - Midstream Giants Prepare for More NGLs Bound for Export Docks

RBN Energy Blogcast

Play Episode Listen Later Jun 9, 2023 13:14