Giacomo Prandelli - Short-term bearish Oil ($40-$50) and long-term bullish ($200+)

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 HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 17th December AMThe 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 AmericaExample of recent news - Trump orders ‘blockade’ of sanctioned oil tankers leaving, entering Venezuela | ReutersContact InformationYou 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:ALL interview podcasts are released to PAID SUBSCRIBERS first.Take control of your financial future with The Contrarian Capitalist. Paid members get commodity and market insights, exclusive macro videos, early interviews, and the tools to build, protect, and grow wealth in uncertain times.Starting at just $9.17 per month (less than a couple of coffees), it’s exceptional value to protect your wealth, defend your freedom and outsmart the system.Thank you for being part of The Contrarian Capitalist community! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe