Archive - ENERGY Pipeline by Felipe Germini

The Signal: Power Is the New Oil

Energy Pipeline by Felipe Vigne Germini. Monday Free Edition, 15 June 2026.

3 hrs ago • Felipe Germini

Crisis Brief: The Island That Is Iran's Oil

Trump says the United States may take Kharg Island and run Iran's oil "like Venezuela." One rock, twenty miles offshore, moves 96 percent of Iran's…

Jun 11 • Felipe Germini

BP Didn't Reshuffle Boxes. It Buried a Strategy.

Three segments become two on 1 July. Solar and offshore wind get folded into a "Technology" function on a capital-light model. Read the org chart as a…

Jun 10 • Felipe Germini

The Flow Flagship Edition : The Four-Year Queue

The market is funding the chips. The bottleneck is the gas turbine, and there is a four-year line for one.

Jun 10 • Felipe Germini

The Signal Edition: Same Shock, Two Barrels

One barrel is pricing a war. The other is drowning in American shale. The gap between them is the most honest number on the screen this week.

Jun 8 • Felipe Germini

The Price Cap Is Dead. Washington Is Pretending Otherwise.

Off-cycle edition · June 5, 2026 · ~12 minute read

Jun 6 • Felipe Germini

40:44

OPEC+ Sunday: A Floor Without Barrels

THE HORIZON | Friday Edition | June 5, 2026 • Crude • Geopolitics • The variables that decide next week.

Jun 5 • Felipe Germini

46:03

OPEC+ Sunday: A Floor Without Barrels

THE HORIZON | Friday Edition | June 5, 2026 • Crude • Geopolitics • The variables that decide next week.

Jun 5 • Felipe Germini

The market has the price about right. It has the shape badly wrong.

Energy Pipeline by Felipe Vigne Germini | Wednesday, June 3, 2026 | Paid Flagship Edition

Jun 3 • Felipe Germini

The market has the price about right. It has the shape badly wrong.

Energy Pipeline by Felipe Vigne Germini | Wednesday, June 3, 2026 | Paid Flagship Edition

Jun 2 • Felipe Germini

21:51

The Disinflation Dividend That Pays Late, and Pays Unevenly

Oil fell off a cliff. Half the market read that as a green light for rate cuts. The other half forgot how inflation actually travels. This week tells…

Jun 1 • Felipe Germini

May 2026

The Reopening Trap

Five variables that outlive the Hormuz headline

May 29 • Felipe Germini