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The Merchant's News

Giacomo Prandelli
Hundreds of paid subscribers

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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Substack
PricingFreemiumPublishesDaily
Issues230Founded2 years agoLast Issue5 days ago
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Latest Issues

The Merchant's Book (09/26)

Monthly ritual. On the first week day of every month I open my actual portfolio, every position, my real entry price and I show you exactly how it's doing.

5 days ago
14
Paid

The Great Gas Miscalculation

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“The future is already here. It’ s just not evenly distributed.”

William Gibson

Merchants,

for the better part of a decade, the serious money planned for the slow death of natural gas.

Every energy outlook worth the name...

7 days ago
29
4

The Venezuela Signal Just Turned Green

The setup I called back in February just became the biggest oil deal in history.US has signed for Venezuela’s crude, and the one name in my book built for exactly this moment finally has its catalyst.

10 days ago
28
Paid

The Everything Shortage

Every shipping artery on the map is breaking at once, the world is short of nearly everything and the dollar is quietly losing the world’ s trust.

12 days ago
44
3
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The One Thing America Couldn’t Tariff

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“Mastering our energy is mastering our destiny”

Mark Carney, Prime Minister of Canada

Merchants,

over the weekend the long simmering fight between Washington and Ottawa finally boiled over.

The United States hit roughly...

14 days ago
21

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Authors

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  • Giacomo Prandelli

    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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