Sitemap - 2026 - ENERGY Pipeline by Felipe Germini
Crisis Brief: The Island That Is Iran's Oil
BP Didn't Reshuffle Boxes. It Buried a Strategy.
The Flow Flagship Edition : The Four-Year Queue
The Signal Edition: Same Shock, Two Barrels
The Price Cap Is Dead. Washington Is Pretending Otherwise.
OPEC+ Sunday: A Floor Without Barrels
OPEC+ Sunday: A Floor Without Barrels
The market has the price about right. It has the shape badly wrong.
The market has the price about right. It has the shape badly wrong.
The Disinflation Dividend That Pays Late, and Pays Unevenly
EP PODCAST: The Freight Market Already. Priced the Deal. The Strait Has Not Been Told.
The Freight Market Already Priced the Deal. The Strait Has Not Been Told.
The Insurance Geometry That Replaced the Strait
EP PODCAST: The Insurance Geometry That Replaced the Strait
EP PODCAST: The War Premium Refuses to Die
The FLOW Weekly: War Premium Refuses to Die
The Signal: Argentine Barrel Cometh
Hormuz reopens. The system has already moved.
Two Waivers in Two Months. Sanctions Just Became a Negotiating Chip.
The Deep Dive: Brazil Has Swapped One Chokepoint for Another.
The Tipping Point: The diesel barrel the world lost
Short OFF-CYCLE Edition: The Compliance Math
The Operator's Bill for a Closed Hormuz
THE CRUDE EXPORTER THAT STILL IMPORTS DIESEL
A Statement, Seven Countries, Zero Tools
OPEC for Dummies: The Most Powerful Cartel in History Is Looking for an Exit
The Market Has Priced the Blockade. It Hasn't Priced the Reopening.
The Strait That Broke the Textbook
Brazil's May Diesel Cliff: Three Cargoes, No Buyers, Thirty Days
THE SIGNAL: The Billion-Barrel Warning
The OFS Reckoning: SLB, Halliburton, and Baker Hughes Face the Decade Ahead
THE HORIZON: The April 21 Mark
THE DEEP DIVE: The Hormuz Paradox
OFF-CYCLE DISPATCH: The Rocks Are in the Ground. The Problem Is Everything Above Them.
ENERGY Pipeline Introducing: OFF-CYCLE DISPATCH
THE SIGNAL: The Blockade Paradox
THE HORIZON: The Hormuz Ceasefire Clock Runs Out Soon
THE DEEP DIVE: Brazil's Once in a Lifetime Opportunity
✝️ THE ALERT: The Arithmetic of Obliteration ✝️
THE SIGNAL | 8 Million Barrels a Day
The $141 Barrel and the War That Won't Fix It
The Month That Broke the Oil Market
Two Doors Shut: The Houthi Bet the Oil Market Has Not Priced
The Two-Front Gambit: Washington Is Playing Chess and Checkers at the Same Time
Brazil’s Diesel Trap: The Emergency Package That Guarantees a Shortage
Europe's 60 Billion Cubic Meter Problem: The Gas Crisis Nobody Is Preparing For
The Two-Tier Strait: How Iran Built a Toll Gate at the Center of Global Energy Trade
The 48-Hour Bluff That Could Black Out 80 Million People
The War That Broke the Gas Market
Brazil's Diesel Crisis Is a Warning About State-Controlled Fuel Pricing
South Pars and the Day the War Went Global
The Sanctions Firewall Just Cracked
The Window Is Open. And Everyone Can See It.
Brazil Just Taxed Its Own Success
Mines in the Strait: Why Hormuz Won’t Reopen Even If the Bombs Stop
Invite your friends to read Energy Pipeline by Felipe Germini
The First Refinery in 50 Years: What Reliance’s Texas Bet Really Means
The SPR Illusion: Why 400 Million Barrels Won't Save Anyone
The Hormuz Dependency Nobody Wants to Quantify
Not WW3. But the Thing That Prevents It Is Thinner Than Anyone Is Saying.
The Hormuz Reckoning: What the Market Is Pricing—and What It Isn't
From Field Engineer to Energy Trading: Five Things That Took 25 Years and Five Continents to Learn
AI in Upstream isn’t a productivity wave. It’s a fight over who gets to decide.
The OFS Rally Is Real. Here's What It's Actually Telling You.