Aurora Macro Strategies

Aurora Public Debt Report: Drill Today, Debt Tomorrow

January 30, 2026

Public DebtLatin AmericaVenezuela

Venezuela's near-term oil upside could become tomorrow's creditor fight if new production and licensing arrangements are not matched by a credible restructuring path. Aurora explains how drilling, sanctions, and debt claims are colliding.

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Aurora Public Debt Report: Drill Today, Debt Tomorrow