Today’s episode features Giacomo Prandelli of the popular The Merchant's News newsletter on Substack. Giacomo Prandelli is a commodity analyst and geopolitical strategist who connects energy market movements with global events.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Wednesday 17th December AM

The following topics are covered:

* The short, medium and long-term outlook for Oil

* Venezuela. From sanctions to opportunity!

* Maduro. Trump. Where the political game stands now

* Why Venezuela’s heavy crude still matters so much for US Gulf Coast refineries

* The importance of the news headlines and why we should be focused on the fundamentals

* Russia. Ukraine and the shadow fleet

* How the sanctions architecture actually works in practice

* Shadow fleet mechanics. STS transfers. opaque ownership. price cap leakage

* What could realistically tighten the screws and what that would do to crude and products flows

* Guyana. the new offshore oil frontier

* Exxon’s dominance so far, and the entry of other players

* How Guyana changes the Atlantic Basin balance vs Brazil. US Gulf. West Africa

* Key risks & potential border tensions with Venezuela

* Europe’s gas and LNG outlook

* How dependent Europe now is on US LNG. and how stable that flow really is

* General EU Nat Gas dynamics

* Is Colombia next?

Map showing the south of the USA and the shipping channel to South America

Example of recent news - Trump orders ‘blockade’ of sanctioned oil tankers leaving, entering Venezuela | Reuters

Contact Information

You can connect with Giacomo Prandelli on Substack at The Merchant's News, and also on X and LinkedIn.

2 recent articles to check out are:

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