The Merchant's News is a newsletter by Giacomo Prandelli covering oil, gas, LNG, metals, and geopolitics, with practical insights on sectors, trade flows, and commodity-linked stocks.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 237 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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themerchantsnews.substack.comLatest Issues
Is OPEC Losing Control?
Which of OPEC's powers is actually weakening, who gains from it, and how much of the change will outlast the repairs?
If China Refines The World Out Of This, Who Gets Paid?
American officials will met the Houthis in Oman. Saudi Arabia's Red Sea pipeline is still shut, Asian diesel margins are above $87 and US diesel futures set a record. The hidden play...
Exxon Says 50 Million Tonnes By 2030, Bangladesh Just Paid $24 For One Cargo.
From the floor at Gastech: the growth story tested against affordability, coal, project debt and the oversupply that may follow the scarcity.
Diesel Just Hit $6, One Stock Is Making $2.23 A Gallon At 10x Earnings.
Diesel is $6+, the margin is near a record, and one stock just went from 21 cents to $2.23 a gallon. The upside is bigger than the analysts' 8%, if one thing holds.
Is $100 Oil Here To Stay?
On Monday I asked whether oil would break 100 this week, it did today. The last 2 times Brent got here it faded within weeks.Is this time the same?
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The Merchant's News is a newsletter by Giacomo Prandelli covering oil, gas, LNG, metals, and geopolitics, with practical insights on sectors, trade flows, and commodity-linked stocks.
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