
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 | 254 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||

The price lost the election, the fear came out of the barrel in 3 sessions and the war that put it there has not ended.
The refineries beat the oil wells at ExxonMobil for the 1st time in 6 years. The owners got 36% of the cash, the lenders the rest and the price of everything in this quarter is now set in Washington.
The refineries made the quarter. Capital allocation decides what shareholders keep and only one of the 3 is worth owning for what comes after the margin fades.
Oil found a way around Hormuz,Nat Gas did not. The traders keep the $28, Europe's factories pay it, and two links of the chain are still cheap.
Musk expects stranded compute. The refiners, tankers and producers are collecting record cash and the market has not fully priced it.
Subscribers, engagement, traffic and sponsorship for The Merchant's News.
| Subscribers | Engagement | 80 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
Where The Merchant's News ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 193 | Monthly Search Traffic | Top Keywords |
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How this newsletter ranks in the official Substack charts.
| #172 | |
| #184 |
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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