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 | 190 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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themerchantsnews.substack.comLatest Issues
Putin Needs To Sell Gas, Xi Has Time and America Has The Cargoes.
The tight gas market just revealed who really has pricing power, and why the 3 positions in my portfolio are riding it.
Putin is in Beijing for a 2 day summit with Xi Jinping that was framed as the moment to unlock Power of Siberia 2, the...
3 Upgrades In 5 Days. The Quieter Pick Just Got Louder.
5 days. 3 sell side upgrades on the chokepoint pick. The bigger update is on the name I covered in the same section and graded softer. Today what changed, what I'd do, and the full position book.
The chokepoint thesis I published 5 days ag...
Copper Is Up 77% and 2 US Mid-Caps Own The AI Bottleneck
The metal and the majors are already crowded. 2 US mid-caps 1 supply, 1 fabrication capture the squeeze without taking pure commodity risk.
Copper is up 77% from 2023. Futures pushed through $6.50 per pound this week, with the Wall Street...
$500M Of Capex Just Revealed Who Actually Powers AI And It’s Not Nvidia
3 sell side raises in 2 weeks. All 3 got the mechanism wrong. The mispricing they created is what the next years of AI infrastructure look like in pipeline form.
A US midstream operator quietly raised its 2026 capex by 1/2 a billion dollar...
The 48 Hours That Reprice Hormuz
Trump and Xi meet in Beijing this week.
By the time Trump’s plane touches down in Beijing on Wednesday, $575 billion of US–China goods trade, 20 million barrels per day of oil, and 20% of global LNG flows will all be repricing against one...
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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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