Episode Six: Flows & Fundamentals: Navigating the Oil and Metals Market with Giacomo Prandelli

In this episode of Ahead of the Curve, we sit down with physical metals trader and author of The Merchant’s News, Giacomo Prandelli, to explore the key macro and micro forces shaping oil and metals markets right now.

From speculative oil trades and Trump’s impact on OPEC, to the nickel war between China and the West, Giacomo shares his first-hand perspective from the front lines of trading.

Inside this episode:

1. How to trade oil amid geopolitical noise
2. China’s demand signals & LNG’s role in Europe’s energy future
3. LME vs CME: the spread shocks and structural shifts
4. The ESG dilemma for physical metals traders
5. The future of copper, battery metals, and decentralised energy

Whether you’re hedging barrels, watching copper charts, or building risk systems – this is a conversation you don’t want to miss.