Giacomo Prandelli
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The Merchant's News
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.
11 posts · theirs
Lately
2 Energy Bets That Are Going Right
So, What Is China Actually Doing?
Will Europe Freeze This Winter?
🚨Refined Fuel Is Worth More Than The Crude It Comes From.
RUSSIA STILL SELLS THE OIL. NOW IT HAS TO BUY BACK THE FUEL.
Every Stock In My Book Just Beat Its Q2 Expectations
The Merchant's Book (08/26)
Big Oil Just Printed A Record Q2, Is Trump About To Shut The Export Door?
3 Connections I'm Making On This War, 1 is Investable
WHY ARE OIL PRICES BEING PUSHED DOWN?
Who Wins At $100 Oil When The Tools To Cap It Are Spent?
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