Aurora Macro Strategies

Aurora Public Debt Report: The Knock-On Effects of Knocking Out Maduro

January 6, 2026

Public DebtLatin AmericaVenezuela

Removing Maduro would not remove Venezuela's debt overhang, and could instead accelerate disputes over recognition, assets, and creditor priority. Aurora explains how regime change could reshape restructuring leverage and the recovery map.

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Aurora Public Debt Report: The Knock-On Effects of Knocking Out Maduro