The Merchant's News
Giacomo PrandelliThe 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 | 181 | Subscribers | Read | themerchantsnews.substack.com |
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How this newsletter ranks in the official Substack charts.
| #201 | |
| #224 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Is This the End for OPEC?
the UAE walked out of OPEC carrying a million barrels of spare capacity, and a 5 mb/d production target at the exact moment the global oil market is sliding into surplus.
Why Europe Ran Out of Jet Fuel Before It Ran Out of Oil?
Hormuz closed and EU had 6 weeks of kerosene left in the tank. The constraint is refined oil in the right place. The US Gulf Coast just became Europe's most important supplier of summer
The 21-Mile War Just Redrew The Oil Map
2 months of conflict just reshaped oil and LNG flows. Power is concentrating, and a few assets are winning. Here is who benefits, who pays, and how The Merchant’s Portfolio is positioned.
Why Didn't Oil Spike When 10 Refineries Burned?
The risk premium has migrated from crude to cracks, from upstream to downstream, and into one stock that is still mispricing
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Authors
The writers behind this newsletter.
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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