ENERGY Pipeline by Felipe Germini Podcast | Substack

ENERGY Pipeline by Felipe Germini Podcast

Insider analysis on energy, markets, and geopolitics—and the power dynamics that quietly move prices.

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40:44

The Price Cap Is Dead. Washington Is Pretending Otherwise.

40:44

The Price Cap Is Dead. Washington Is Pretending Otherwise.

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

Jun 6 • 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

21:51

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

21:08

EP PODCAST: The Freight Market Already. Priced the Deal. The Strait Has Not Been Told.

May 29 • Felipe Germini

19:43

EP PODCAST: The Insurance Geometry That Replaced the Strait

Iran did not close the chokepoint. The insurance market did. Here is what that costs, who pays, what does not snap back when the strait reopens, and how…

May 27 • Felipe Germini

21:08

EP PODCAST: The War Premium Refuses to Die

The trade is the crack, not the flat price.

May 26 • Felipe Germini