Giacomo Prandelli's newsletter follows commodity markets, especially oil, natural gas and LNG, asking who captures the price gaps between regions and along supply chains. Readers get sector analysis, trade-flow explanations and pointers to commodity-linked stocks, framed around the money flows behind the numbers.
Website: https://themerchantsnews.substack.com
A climate science newsletter that analyzes current research and data on global warming, El Niño and the energy transition. Readers get data-driven explanations with charts, critiques of published methods and context on contested claims.
Long Arc News is a reader-supported geopolitical newsletter that uses historical episodes, such as Iraqi oil pipeline disputes between Turkey, Syria and Iraq, to examine how physical energy constraints translate into political bargains and financial consequences. Readers get long, footnoted narrative analysis built on archival documents and primary sources.
Roger Pielke Jr. writes on science, policy and politics, combining data-driven analysis with commentary on climate, energy, budgets and public debate. Issues include interactive tools, original quantitative analysis and personal reports from events.
Doomberg publishes analysis of energy markets, finance and geopolitics, often challenging mainstream media and policy narratives. Readers get opinionated commentary on topics like sanctions, LNG and diesel flows, refining, and dollar hegemony, plus explainer-style pieces on how energy industries work.
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