Insider analysis on energy, markets, and geopolitics—and the power dynamics that quietly move prices. <br/><br/><a href="https://fgermini.substack.com?utm_medium=podcast">fgermini.substack.com</a>
ENERGY Pipeline by Felipe Germini Podcast
Claim This Podcastby Felipe Germini
16 episodes
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Podcast Overview
Insider analysis on energy, markets, and geopolitics—and the power dynamics that quietly move prices. <br/><br/><a href="https://fgermini.substack.com?utm_medium=podcast">fgermini.substack.com</a>
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Publishing Since
5/26/2026
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Recent Episodes
July 27, 2026
The Signal: The Barrel got cheaper but the Voyage did not.
<p>The board went red on Monday, and the desks read it as relief. Brent down 7.56 percent to $89.46. WTI at $83.43. Murban, the light Abu Dhabi grade that loads at Fujairah and prices off the Gulf, down 12.57 percent, almost double the Brent move. The tape said the war was ending.</p><p>Then look one line down. <strong>Heating oil, the cleanest proxy for diesel on the screen, fell 1.35 percent.</strong> Crude lost more than seven percent and the distillate barely flinched. That gap is not noise. It is the whole story, and most of the tape missed it.</p><p></p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://fgermini.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">fgermini.substack.com/subscribe</a>
July 21, 2026
JPMorgan: The Bank Sold the Barrels. Now It Is Buying the Ships.
<p>ON JULY 16, Hanwha Ocean filed a disclosure in Seoul: two very large crude carriers, 394.3 billion won, an undisclosed North American buyer. The anonymity did not survive the week. <strong>Shipbroking desks named the buyer as JPMorgan</strong>, or more precisely the shipowning platform inside its asset management arm, and the two VLCCs at roughly $132.5 million each joined a slate that now runs to about ten supertankers across Chinese and South Korean yards, close to $1.3 billion of crude-carrying steel, deliveries stretching from 2029 to March 2030.</p><p>Read that again slowly. <strong>The bank that sold its physical commodities business in 2014, under regulatory pressure and with visible relief, is now one of the largest single buyers of crude tankers in the sharpest ordering boom the market has ever recorded.</strong> Not oil. Ships. The distinction is the whole story.</p><p></p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://fgermini.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">fgermini.substack.com/subscribe</a>
July 16, 2026
Brazil Rare Earths: The 21 Million Tonne Illusion
<p></p><p><strong>This week, the Brazilian Senate postponed the vote on the first law meant to do something with Rare Earths. In the meantime, a Texas company agreed to pay $2.83 billion for Brazil’s only producing rare earth mine. Reserves are geology. Supply chains are chemistry, capital and law. Only one of those three is settled in Brazil’s favor.</strong></p><p></p><p></p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://fgermini.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_2">fgermini.substack.com/subscribe</a>
16 total episodes available
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- What is ENERGY Pipeline by Felipe Germini Podcast?
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This podcast updates daily.
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