Primary Vision Insights – Premium Subscribers
Saudi Arabia recently cut their OSP's or official selling price into key markets given the oversupply in their floating storage...
Primary Vision Insights – Premium Subscribers
We have been beating the drum on how short the world is on distillate, and the position for diesel/heating oil...
Primary Vision Insights – Enterprise Subscribers
The OPEC+ meeting came across with some fun fireworks, where they announced a cut of 2M barrels a day to...
Primary Vision Insights – Premium Subscribers
The U.S. remains on pace to grow production to about 12.3M-12.4M barrels a day as completion activity stays on track.
Primary Vision Insights – Premium Subscribers
Here is the quick and dirty for the insights this week- a much broader review will come over the next...
Primary Vision Insights – Premium Subscribers
OPEC+ provided a nominal cut of about 100k barrels a day, but none of the countries are producing above or...
Primary Vision Insights – Premium Subscribers
Early next week I will send out another regarding Chinese data, USD strength, and Emerging Market issues.
The Parabolic Rise of the U.S. Dollar – Enterprise Subscribers
The U.S. Dollar is driving higher and given the underlying backdrop- it’s unlikely to pause its run higher.
China’s Economic Woes Getting Worse – Premium Subscribers
The Chinese data only strengthens the guidance we have provided regarding the consumer and general economic headwinds.
Primary Vision Insights – Enterprise Subscribers
As we described in the previous report, global trade is slowing when we look at some key metrics.
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