China: Friend or Foe?
By Mark Rossano (Originally Published Feb 12th, 2021) President Biden had his first call with China’s President Xi on Thursday,...
Primary Vision Insights – December 1st 2021
By Mark Rossano The U.S. Release of Crude From the Strategic Petroleum Reserve (SPR) The “tape bombs” have been dropping...
Inflation is Everywhere
By Mark Rossano (Originally Published Feb 5th, 2021) We have constantly heard the narrative that inflation is low, and the...
Primary Vision Insights – November 24th, 2021
By Mark Rossano The energy markets remain as volatile as ever given the “tape bombs” or “headline risk” that continues...
Why is the Stock Market a Circus?
By Mark Rossano (Original Published on Jan 28th, 2021) The most common term I have heard through out my career...
Primary Vision Insights – November 17th, 2021
By Mark Rossano • Food and Geopolitics • Inflation Update in the U.S. and China There isn’t much to update...
Primary Vision Insights – November 10th, 2021
By Mark Rossano The frac spread count has remained stable at about 265 spreads with the rolling 4-week average sitting...
Primary Vision Insights – November 3rd, 2021
By Mark Rossano The U.S. completions market remains stable with a small reduction this past week as assets moved to...
Primary Vision Insights – October 27th, 2021
By Mark Rossano SUMMARY • U.S. Completions- Cushing vs PADD 3 and the Physical Market • Powell and U.S. Inflation...
Primary Vision Insights – October 20th, 2021
By Mark Rossano The U.S. completions market will keep heading higher to our target of 275 spreads as pricing supports...
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