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 | 246 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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themerchantsnews.substack.comLatest Issues
Every Tanker Hit In Hormuz Is An Order For China’s Shipyards
Missiles are destroying tankers, ports are refusing the old ones and the owners have never had this much cash.10 companies that collect when the fleet is rebuilt and the one risk that could undo all.
BP Just Cut $8 Billion Of Debt, Is It Fixed?
The refineries did the heavy lifting, not the oil wells and not the new boss. What is left when the refining boom fades?
How Long Can The Tanker Boom Last?
A $77 million voyage, record crude freight and collapsing LNG shipping rates. What explains the divergence, who pays for it and how long tanker owners can keep earn like this.
Has Petrobras Priced In Too Much?
Brazil’s first round has raised expectations of lower oil taxes and better returns for Petrobras shareholders.
The Merchant's Book (10/26)
Why Did I Sell My Best Stock At +70%? This month I sold 3 stocks, moved my money further into LNG and power for data centres, and watched last month’ s worst stock rise 42%.
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Authors
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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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