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.
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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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