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 | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 198 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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themerchantsnews.substack.comLatest Issues
Shell Says 1.2 Billion Barrels Are Missing, China Is Why Oil Isn't $150 Yet.
Sawan put a number on the oil deficit this week 1.2 billion barrels, deepening every day. Brent sits at $90+. There's exactly 1 reason those 2 facts coexist and that reason is about to expire.
Shell’s CEO (Wael Sawan) just put a number on...
Container Rates Up 109%, My 3 LNG Names Get The Same Trade.
Container freight from Asia just doubled. Asia LNG now trades $15 above US gas. The 3 names in my book that capture this trade 3 different ways just got their 2nd confirmation in 1 week.
Asia to US container rates jumped 20% in a single we...
Exxon Just Said $160 Oil, My Book Is Long 6 Names.
3 voices,1 direction. Futures Brent is below $100. The spread between >$100 and $160 is the trade.
3 of the most credible voices in the global oil market said the same thing inside 48 hours.
I Just Added 2 GW Of AI Power To The Book
The new name owns the equipment leg of the AI power buildout: 910 MW of mobile gas turbines already running, 2+ GW under 10–15 year contracts with 3 investment grade hyperscalers, and a path to 3GW.
Jensen Huang said it on stage: “This is...
Central Banks Just Lost The Fight Against Commodity Inflation. 10 Million SPR Barrels Just Proved It.
Last week the US Department of Energy released 10 million barrels from the Strategic Petroleum Reserve the largest weekly drawdown on record. Central banks should look through all of it...
Silvana Tenreyro sits on the Monetary Policy Commi...
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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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