Podcasts about oott

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Best podcasts about oott

Latest podcast episodes about oott

The HC Insider Podcast
Building an Asset-Backed Trading Platform with Savvas Manousos and Niels Henrik Lindegaard

The HC Insider Podcast

Play Episode Listen Later Feb 19, 2025 65:35


In Part One of our miniseries on Asset-Backed Trading, Savvas Manouson and Niels Henrik Lindegaard  join us to discuss why commodity producers, refiners and wholesalers are developing value-chain optimization through trading and the basic building blocks.  What are the key drivers behind this global trend? What are the key decision points around people, platform and operating model? What approaches and resources best ensure success? Savvas Manousos spent 25 years with BP before developing global Asset-Backed Trading platforms at Reliance, Maersk and CEPSA. Savvas is now an Enco Insight Partner at HC Group's sister company Enco Insights, providing independent, peer-to-peer, advisory to organizations embarking on this journey. Niels Henrik Lindegaard spent 40 years with Maersk and spent a decade leading their trading transformation through Maersk Oil Trading. For more information on Enco Insights visit www.encoinsights.com 

Birdie Little Secrets
Twinning & Winning: Baby Bennett Beats Uncle Tom

Birdie Little Secrets

Play Episode Listen Later Jun 25, 2024 27:42


On this week's episode of Birdie Little Secrets, hosts Kassidy Duncan and Sydney Ford discuss Baby Bennett's 2nd win, oh and Scottie Scheffler's 6th victory of the season. Uncle Tom Kim came in a close second as the two BFFs (and Birthday buddies) went head-to-head in a playoff, with the World #1 ultimately coming out on top. Cameron Young is also celebrated this week for his record-breaking 59 during the 3rd Round of the Travelers Championship. On this week's FORE-1-1 the girls discuss Preferred Lies, and shed insight on the “Lift, Clean and Cheat” lingo for the real tee. Kass and Syd couldn't go another week without discussing the OOTT and even talk about the inside scoop they received from a WAG about her fashion fail at the course. Tune in as the girls talk about the KPMG PGA Championship on the LPGA Tour, and how golf is just…. hard!!! Be sure to follow Birdie Little Secrets on Instagram & TikTok @BirdieLittleSecretsPod

Birdie Little Secrets
The Milkshakes Bring all the Players to the Course

Birdie Little Secrets

Play Episode Listen Later Jun 11, 2024 37:53


The milkshakes brought all the players to the course this week, but most importantly: Baby Bennett! Tune in to hear about Scottie Scheffler's first win as a father, and how he and his family posed for photos with the First Family of golf: Jack and Barbara Nicklaus (#iconic!!!). Hosts Sydney Ford and Kassidy Duncan award this week's OOTT to all the players and fans who showed up in yellow in support of the Play Yellow movement, as well as highlight Jackson Koivun for making strides in the PGA TOUR University Accelerated program. Join Syd and Kass for a very special behind the scenes scoop on their new roles in the production truck and hear about their “Birdie and Bogey” while working the Memorial Tournament presented by Workday. Get all the tournament “tee” and more on this week's episode of Birdie Little Secrets!

Birdie Little Secrets
This Actually Is Texas

Birdie Little Secrets

Play Episode Listen Later Apr 2, 2024 23:39


Howdy, Little Birdies! On this week's episode of Birdie Little Secrets, hosts Kassidy Duncan and Sydney Ford discuss Stephan Jaeger's ride to the top at the Texas Children's Houston Open. Sadly there were no cowboy boots on the course, but y'all will still get your fashion fixins' with this week's OOTT. Tune in to hear about how the Coody twins tee'd it up in their home state, and how the girls wear many (cowboy) hats at the PGA TOUR.  

The HC Insider Podcast
Virtual Barrels with Ilia Bouchouev

The HC Insider Podcast

Play Episode Listen Later Mar 20, 2024 45:29


In this episode, Ilia Bouchouev joins to discuss his new book, ‘Virtual Barrels: Quantitative Trading in the Oil Markets”. What are virtual barrels? How has oil trading been fundamentally changed due to them? What has that meant for flat price, participants and trading strategies? The book is a comprehensive exploration of quantitative trading in the markets and introduces innovative approaches to pricing oil options and advances the theory of storage. Ilia is Managing Partner at Pentathlon Investments, a Senior Research Fellow at Oxford Institute of Energy Studies and an Adjunct Professor at NYU.You can find copies of his book here:https://a.co/d/c5LKs44And follow his work here https://www.oxfordenergy.org/publications/energy-quantamentals-myths-and-realities-about-algorithmic-oil-traders/

csúnyarosszmajom
#190 - Osztrigaként négyütemű fekvőtámaszt tolni

csúnyarosszmajom

Play Episode Listen Later Feb 16, 2024 122:12


Doktorúr fiának felvételije, nejlonharisnya meleg-e, kaptunk-e már hangüzenetet, legyen könyvajánló, VHK jó, OOTT jó, milyen számláló legyen az emberek felett, plasztika vagy pszichológus, vakolták-e a várak kőfalait, baj-e, ha nem dagaszt a macska, hová lett a vízállásjelentés, le tudnák-e nyúlni a bankkártya-adataimmal a pénzemet az online boltok, mit kell tenni egy híres emberrel az utcán, miért borotválják le az ortodox zsidó feleségek haját, milyen undorító dolgot kell kipróbálni, hogyan kell kilépni 13 évesen a pornófüggőségből, miért ismeretlen tettes ellen tesznek feljelentést, hogyan kell túlélni egy szakítást, mi történik, ha WD40-nel fújunk be egy féktárcsát, melyik az öt nyertes szám, mi az a Monty Hall paradoxon, milyen sporttal lehet a legjobban fogyni, mit gondoljunk a Novák Katalin ügyről, ki áldozza fel magát az emberiségért, mit kéne tenni a klímaváltozás ellen, hogyan lehet bizonyítani a deepfake fake-ségét, mi köze van Pogány Indulónak József Attilához, milyen néptáncok varázsolnak el, lehet-e hamisan dobolni, miért lila a nénik haja? Zenék: Lajkó Félix és Bandája játszik a palicsi erdőben. A kivételesen mindenki számára elérhető Patreon-adás linkje: https://www.patreon.com/posts/hirado-98517242 --- Send in a voice message: https://podcasters.spotify.com/pod/show/csunyarosszmajom/message

The HC Insider Podcast
The Lithium Triangle with Gabriel Rubacha

The HC Insider Podcast

Play Episode Listen Later Oct 24, 2023 49:04


In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a rush to find suitable deposits worldwide. However, its not just quality of deposit that matters but type, geography and the political and social environment in which it sits. In this episode, we review the Lithium Triangle, the rich swath of brines that cover Bolivia, Chile and Argentina. How and why has the Lithium Triangle acquired its name? What role will it play in the energy transition and which of those three countries provide the best opportunities? Our guests are Gabriel Rubacha and Taj Singh. Gabriel is now the CEO and Chairman of NOA Lithium Brines, a Lithium exploration company focused on the Triangle. Gabriel was previously on the board of directors at Lithium Americas Corp. Taj is the former CEO of NOA and now President & CEO at Gold Line Resources Ltd. Visit NOA Lithium Brines https://www.noalithium.com//Visit HC Group www.hcgroup.global

The HC Insider Podcast
Co-Locating Energy Storage & Renewables with Brian Knowles

The HC Insider Podcast

Play Episode Listen Later Oct 3, 2023 52:11


Combining energy storage and renewables tackles intermittency and synchronicity  (the famous duck curve) and unlocks the economics and trading opportunities. However, implementation is challenging. The technical and engineering challenges around which battery and the transformers required to connect to the grid (currently on extended back log). The contracts and commercials are challenging? How will manage and profit from the trade? And both of these depend on location and regulatory environment. Joining us to discuss the complexities and opportunities around combining energy storage and renewables is Brian Knowles, Director of Energy Storage and Flexibility at Pexapark, the PPA pricing and consulting firm. Brian has a unique background pioneering the deployment and commercialization of energy storage with wind and solar projects in Europe and the US.HC Group is a global search firm dedicated to energy & commodities markets. Visit www.hcgroup.global for more information and contacts for Paul Chapman 

Primary Vision Network
The Economy - Will Shifting Populations Change the Climate Narrative?, Fed Rate Hikes vs Wages- When Does the Fed Cut Rates?, Falling Real Wages and Spending, European Data Weakens as Inflation Remains Firm, Chinese Growth Remains Muted as Loan Stress Gr

Primary Vision Network

Play Episode Listen Later Aug 31, 2023 93:41


Primary Vision Network
EIA Update - How Are We Setting Up in Shoulder Season?, Hurricane Season Hits Florida- What Impact Will We See?, Refined Product Exports Spike Again- What Are the Impacts?

Primary Vision Network

Play Episode Listen Later Aug 30, 2023 61:32


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

The HC Insider Podcast
Biofuels on the Edge with Walter Cronin

The HC Insider Podcast

Play Episode Listen Later Aug 22, 2023 51:37


Biofuels on the Edge with Walter Cronin Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the key grain and oilseed feedstocks. Money is flowing into processing and infrastructure, but have the risks been priced in? This year only Brazil's bumper crop of soybean has saved global supply after atrocious harvests in Argentina and a US crop on the brink of disaster only saved by early August rains. What happens if Ukraine harvest is further degraded or, unthinkably, ceased due to the use of tactical nukes? On the regulatory side, has EPA undermined the US administrations goals around biofuels? What happens to biofuel production if we face a global harvest shortage? In this episode, investor and biofuels expert, Walter Cronin returns to discuss the state and future of biofuels. 

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
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

The HC Insider Podcast
Ice: The Rise and Fall of a Hot Commodity with Amy Brady

The HC Insider Podcast

Play Episode Listen Later Aug 8, 2023 47:48


Ice: The Rise and Fall of a Hot Commodity with Amy Brady A hundred years ago, ice was the one of the important commodities and most powerful industries in the world. A history filled with merchant kings, monopolies, traders and short squeezes. And cocktails. And then it all melted away – another rapid transition. In this episode, author and historian Amy Brady joins us to discuss the surprising history of ice. How the industry was created and importance to life, the economy and culture in American history. And its rapid decline in the wake of technology and development. Amy's most recent book is Ice: From Mixed Drinks to Skating Rinks--a Cool History of a Hot Commodity published by Random House, June 2023  

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
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
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
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

The HC Insider Podcast
Live HC Insider Podcast Event: Brent Crude Oil

The HC Insider Podcast

Play Episode Listen Later Jun 6, 2023 38:27


On June 1st, in front of a live audience in London, we recorded a special live podcast to celebrate the launch of Adi Imsirovic's new book: Brent Crude Oil - the genesis and development of the world's most important benchmark. The panel consisted of some of the leading figures in the past and current development and trading of Brent. What is Brent? Why is it so important? And what does the inclusion of the WTI mean for it? Adi along with Colin Bryce, partner at Energex, Kurt Chapman, board member of Zenith and Paul Horsnell, head of commodities research at Standard Chartered discuss. To be invited to future events please sign up to HC Insider at www.hcgroup.global 

Primary Vision Network
The Reshuffling of the Oil Markets - Monday Macro View

Primary Vision Network

Play Episode Listen Later May 29, 2023 8:22


In this episode, Osama Rizvi, dicsusses some important developments in oil markets and their effect on prices and overall global economy.LEARN MORE: Visit us at http://www.primaryvision.co to learn more about our products and services.  We track operators and pumpers by location and offer accurate basin forecasts for active spreads each and every week of the year.  We also track refracs, consumables, NGLs and cover unique macro data points that will help drive decisions.  Go here to subscribe: https://primaryvision.co/subscription-plan/Questions? info@primaryvision.co

Primary Vision Network
EIA Update - Draws Continue, But the Physical Market Shows Cracks, Demand Will Settle a Bit Lower Following a Strong Bounce, Crude on the Water Remains at a Record Setting Pace

Primary Vision Network

Play Episode Listen Later Apr 27, 2023 54:01


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
THE ECONOMY - Global Leading Indicators Are Mixed- What Comes Next?, U.S. GDP Slowing with Additional Pressure into Q2, Where is the Pressure so far in Q2 & How it Impacts Growth, European Service PMI Data Continues to Outperform, Has Chinese Housing

Primary Vision Network

Play Episode Listen Later Apr 27, 2023 84:49


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

The HC Insider Podcast
Commodity Markets Update: A View from the Top with Saad Rahim

The HC Insider Podcast

Play Episode Listen Later Apr 25, 2023 60:12


Description A View From the Top with Saad Rahim In this episode, Saad Rahim, Chief Economist of Trafigura, the global commodity trading house, joins us to give an overview on the current state of the commodities markets. China is open for business. OPEC is cutting production. Is Oil poised for a big rise? Are cyclical markets over...replaced by a more volatile, less efficient, price-spiking and unpredictable paradigm? Where will metals headed with continued supply constraints? Is Copper the ultimate transition metal and what does energy transition mean for the traders? 

Primary Vision Network
THE ECONOMY - Global Manufacturing Slowing Further, How Likely is a Systemic Credit Event in the U.S.?, Inflation Pressure on the Consumer Far from "Transitory", European Data Still Supports ECB Rate Hikes, The Chinese Consumer Still a "No-

Primary Vision Network

Play Episode Listen Later Apr 6, 2023 81:19


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 - How Have Global Risks Changed?, Does the Fed Cut Rates This Year?, How Has the Consumer Changed in 2023?, European Services Outperform as Manufacturing Slows Further, How Much Stimulus Can China Really Offer?

Primary Vision Network

Play Episode Listen Later Mar 30, 2023 97:46


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 - Global Builds Persist- Especially in Refined Products, Product Demand Rallies on the Back of Spring Break, Russia Dumping Diesel into the Market Driving Builds

Primary Vision Network

Play Episode Listen Later Mar 29, 2023 62:00


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 - Global Population Shifts, Sticky Inflation. & More Weak Crop Data Fed Fund Rate Expectations Shift Higher U.S. Service Data Remains Strong Supporting Elevated Inflation ECB Rates Going Higher as Leading Indicators on Exports Soften China

Primary Vision Network

Play Episode Listen Later Mar 9, 2023 9:27


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 Trade Shows as Food Shortage Concerns Grows,Economic Recovery? Real Estate & Manufacturing - Say No,Regional Fed Data Flashing More Warning Signals,European Inflation Accelerates Again,China's Data Rebounds, But the Devil in T

Primary Vision Network

Play Episode Listen Later Mar 3, 2023 82:49


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
EIA Update - Oil Product Stockpiles Rising Globally, Demand Strengthens Again on the Black if Gasoline, Russian Product Changing the Energy Landscape

Primary Vision Network

Play Episode Listen Later Mar 1, 2023 60:14


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 Products Have Unseasonal Pivots, Gasoline Demand Spikes W/ Feb Break, But Will Normalize, Global Product Builds Putting Pressure on Refiners

Primary Vision Network

Play Episode Listen Later Feb 23, 2023 62:46


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 Shortage Expand & Will Drive More Polarization, Are Small Banks in Trouble as Credit Card Delinquineces Rise, Real Estate Data Turns Negative Again, EU Economic Data Bottoms - But Will it Improve?, PBoC Cautions Additional Stimulus

Primary Vision Network

Play Episode Listen Later Feb 22, 2023 80:54


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 - What Happens to Globalization Going Forward?, Inflation Accelerates (Again) Along Our Estimates, Retail Sales Surge- But Will It Last?, More ECB Tightening Ahead!, Chinese Loan Growth Spikes & Indian Inflation Surges

Primary Vision Network

Play Episode Listen Later Feb 16, 2023 80:46


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 Builds Across the Board- Will They Last?, Demand Weakens Again, But Feb Break Will Help, The Tale of Futures vs the Physical Market

Primary Vision Network

Play Episode Listen Later Feb 15, 2023 66:33


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

Macro Voices
ENERGY DOC *NEW REVISED VERSION* Episode 3: Supercritical Deep Geothermal Renewable Energy

Macro Voices

Play Episode Listen Later Feb 14, 2023 52:11


Sneak preview of Erik Townsend's upcoming docuseries about the coming global energy crisis.   This is a new version of this episode re-written based on listener feedback.   3rd of 5 special episodes. Download associated .PDF https://bit.ly/3IgepVg   #OOTT

Primary Vision Network
THE ECONOMY - Food Shortages & Costs Aren't Going Anywhere, Inflation Pressure Still Hits Hard & How Does the Fed Respond?, Service Activity Surges as Manufacturing Weakens, Inflation Cools as Germany "Officially" Enters a Recession,

Primary Vision Network

Play Episode Listen Later Feb 9, 2023 99:43


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 - Builds Continue Across the Board, Trucking/Manufacturing Data Shows More Struggle Ahead, Saudi Unexpectedly Raises OSPs - What Happens Next?

Primary Vision Network

Play Episode Listen Later Feb 8, 2023 56:14


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 - 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 Last?, China's Infrastructure Spending Slows a

Primary Vision Network

Play Episode Listen Later Jan 26, 2023 77:13


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 subscribe: https://primaryvision.co/subscription-plan/Questions? info@primaryvision.co

Primary Vision Network
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!

Primary Vision Network

Play Episode Listen Later Jan 25, 2023 61:23


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 subscribe: https://primaryvision.co/subscription-plan/Questions? info@primaryvision.co

Primary Vision Network
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

Primary Vision Network

Play Episode Listen Later Jan 20, 2023 60:41


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 subscribe: https://primaryvision.co/subscription-plan/Questions? info@primaryvision.co

Primary Vision Network
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 Worsens, China's Reopening Set Up

Primary Vision Network

Play Episode Listen Later Jan 19, 2023 119:31


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 subscribe: https://primaryvision.co/subscription-plan/Questions? info@primaryvision.co

Primary Vision Network
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

Primary Vision Network

Play Episode Listen Later Jan 12, 2023 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 subscribe: https://primaryvision.co/subscription-plan/

Primary Vision Network
FRAC SPREAD COUNT UPDATE! :: January 2023 :: Primary Vision Network

Primary Vision Network

Play Episode Listen Later Jan 7, 2023 12:06


Get on board with us in 2023!Segment One: Frac Spread Count update!Segment Two:  New Website!Segment Three: new show! -- MONDAY MACRO VIEWSegment 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.  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 support actionable decisions. 

Primary Vision Network
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 Out the Year with a Whimper

Primary Vision Network

Play Episode Listen Later Jan 5, 2023 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 subscribe: https://primaryvision.co/subscription-plan/Questions? info@primaryvision.co

The HC Insider Podcast
Oil & Gas Markets in 2023 with Paul Horsnell

The HC Insider Podcast

Play Episode Listen Later Jan 4, 2023 72:29


Oil & Gas Markets in 2023 with Paul HorsnellIn this episode we are joined by Paul Horsnell, Global Head of Commodities Research at Standard Chartered, to review the major events that impacts oil and gas markets, as well as broader commodities, in 2022 and what major themes and learnings we can take into 2023. 2022 was an extraordinary year for the commodities sector with organizations struggling with unprecedented volatility while managing long term themes of a shifting political and global economic environment and energy transition. 2023 will likely be the same and Paul generously provides his view on how markets will behave and the key events to look out for. 

Primary Vision Network
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 Worsens as COVID Cases Spike

Primary Vision Network

Play Episode Listen Later Dec 23, 2022 75:55


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 from across the globe!Bonus Company profiles, commentary and so much more!

Primary Vision Network
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

Primary Vision Network

Play Episode Listen Later Dec 21, 2022 64:51


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 from across the globe!Bonus Company profiles, commentary and so much more!

Primary Vision Network
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?

Primary Vision Network

Play Episode Listen Later Dec 14, 2022 61:34


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 from across the globe!Bonus Company profiles, commentary and so much more!Go here to get started! https://primaryvision.co/subscription-plan/