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Giacomo Prandelli - US–Iran Clash and the New Energy Order: Shipping, China, Russia & Oil Beyond Hormuz
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 Tuesday 3rd March 2026 AM Eastern Time
The following topics are covered:
* The geopolitics at play at the moment given events since Friday 27th February 2026
* Venezuela/Iran and why this move by the USA is likely designed to be a show of strength in the oil market
*…
The skinny
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