The Changing Face of Global Upstream Strategy
Your Hosts: Primary Vision’s Matt Johnson & Mark Rossano
Date: Thursday, March 5th, 2026
Location: Live Online Webinar
Time: 11AM EST / 10AM CDT / 5PM CET
THIRD PARTY OPINION + EFRACS ACCESS
Get national-level forecasts, exclusive research, and expert webinars today.
Unlock Full Access Now – Start Your SubscriptionNational-Level Frac Spread Count and Frac Job Count, exclusive research and more!
WHY ATTEND THE MARCH 5TH, 2026 THIRD PARTY OPINION WEBINAR?
Last year, the U.S. upstream story was easy to tell.
More jobs. More efficiency. Record production.
This year, the signals are more complex.
On March 5th, Third Party Opinion returns with a focused discussion on what is changing inside U.S. upstream and across the global energy landscape.
A Different Phase of the Cycle
After unprecedented efficiency gains, activity patterns are evolving.
Equipment utilization is shifting.
Capital allocation conversations are changing tone.
Global demand signals are interacting with domestic capacity in new ways.
Is this a pause?
A reset?
Or the early stages of a structural transition?
Matt Johnson will unpack what the data is revealing and what it may imply for operators, service companies, and investors navigating 2026.
The Global Backdrop Is Moving
Energy markets do not operate in isolation.
Venezuela is reentering the discussion.
The Middle East is adjusting relationships and output strategies.
Trade flows and geopolitical alignments are evolving.
Mark Rossano will connect these developments to the U.S. upstream outlook and the broader global oil and gas narrative.
### Your Access Includes More Than the Webinar ###
A Third Party Opinion subscription is $500 for the year and includes:
One year of advanced analytics and national coverage
Customizable dashboards with exportable charts
Full Research Portal access
Weekly national-level Frac Spread Count and Frac Job Count data and forecasts
Frac Operator Monitor for E&P activity
Quarterly Third Party Opinion webinars, four in total for one year!
Expanded modules and custom builds available for deeper teams
This is not just event access. It is ongoing visibility into U.S. activity and forward-looking insight.MORE ABOUT YOUR HOSTS
Matt Johnson
President & CEO
Primary Vision
Bio
Matt Johnson is the CEO of Primary Vision, where he leads the development of trusted, data-driven insights for the oil and gas industry. He is the co-creator of the Frac Spread Count™ and Frac Job Count, widely used benchmarks for tracking U.S. completion activity and service intensity.
Matt’s work is relied upon by operators, service companies, financial institutions, and policymakers to understand real-world activity trends. He is a frequent industry speaker and media contributor, known for translating complex datasets into clear, actionable insight.
Mark Rossano
Founder & CEO
C6 Capital Holdings
Bio
Mark Rossano is the Founder and CEO of C6 Capital Holdings LLC, where he runs a private equity firm investing in energy infrastructure and consulting services with a pronounced focus on global product flows, supply chain analysis, and the macro forces shaping commodity and equity markets. He is also the Chief Financial Officer of Sultech Global Innovation Corp. and serves on its Board of Directors, bringing a practical lens on how energy and industrial byproducts can be converted into commercial, sustainability-linked infrastructure solutions.Mark is a frequent media contributor and market commentator, known for connecting operational realities to broader outcomes across capital flows, geopolitics, and energy markets.
EXAMPLE DECKS FROM PREVIOUS EVENTS
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WHY LEADING ORGANIZATIONS MAKE TIME FOR THIRD PARTY OPINION WEBINARS
Third Party Opinion does not follow market narratives.
It tests them.
Every session is built around one principle: measurable signals matter more than headlines.
Across prior discussions, Primary Vision focused on what the data was showing before it became consensus.
We highlighted the conditions setting up a resurgence in BPX Energy well before the broader equity narrative shifted.
We demonstrated how the Frac Job Count continued to signal underlying completion strength, cutting through tariff uncertainty, macro volatility, and negative sentiment to remain directionally correct through most of 2025, culminating in U.S. production records.
We examined the Japanese bond market not as a distant macro curiosity, but as a capital flow signal with real implications for risk appetite and energy-linked equities.
On the operational side, we addressed the decline in the Frac Spread Count and clarified what it actually meant for horsepower utilization. Rather than treating falling spreads as a simple bearish headline, we separated structural efficiency gains from real capacity pressure and pricing dynamics.
These were not isolated calls.
They were the result of a disciplined, data driven methodology designed to identify inflection points before they are widely recognized.
Third Party Opinion has become a forum where analysts, executives, and investors step back from the noise to understand what is happening beneath the surface.
Early 2026 is producing signals that will matter for operators, service companies, and capital allocators alike. The question is not whether they will appear in the data. The question is whether they will be interpreted correctly.
This session is for those who prefer to understand the shift before it becomes the headline.
Secure your access below and join the live discussion.
THIRD PARTY OPINION + EFRACS ACCESS
Get national-level forecasts, exclusive research, and expert webinars today.
Unlock Full Access Now – Start Your SubscriptionNational-Level Frac Spread Count and Frac Job Count, exclusive research and more!
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