HeyJaredENERGY Pipeline by Felipe Germini
Insider analysis on energy, markets, and geopolitics—and the power dynamics that quietly move prices.
- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 24, 2026
Latest issues
The European Union Energy Crisis Ledger (opens the original)
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<img alt="" class="sizing-normal" height="794" src="https://substackcdn.com/image/fetch/$s_!Cxjk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F384bc29d-396e-433f-b700-f58b88246dcf_1798x981.png"
Gulf crude is flowing again, at a higher cost per barrel (opens the original)
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“Amateurs talk about strategy and tactics. Professionals talk about logistics and sustainability in warfare.”General Robert H. Barrow, Commandant of the United States Marine Corps, interview, 11 November 1979<source
Venezuela's oil opening is drawing capital raisers as well as producers (opens the original)
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“After all, you only find out who is swimming naked when the tide goes out.”Warren Buffett, Chairman’s letter to Berkshire Hathaway shareholders, 2001 annual report<img alt="What you need to know"
The diesel shock has reached the bond market (opens the original)
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“We cannot affect any individual price, whether it be oil prices, whether it be foodstuffs at the grocery store. But what we can do, and will do, is ensure that any change in relative prices don’t broaden out, don’t have second- and third-order effects in the economy.” Kevin Warsh, Chair of the Federal Reserve, press conference, Washington, 16 September 2026<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!Ki
The Administered Barrel: Global Diesel Crisis of 2026 (opens the original)
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“If you can’t export the diesel that comes out of our refineries, you run out of places to store it, and you have to reduce US refining, which would put upward pressure on gasoline prices and jet fuel prices.”Chris Wright, United States Energy Secretary, New York, 23 September 2026<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!IJgu!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa346f20c-
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