Aurora Macro Strategies

Aurora Public Debt: Z is for Citgo

October 1, 2026

Public DebtLatin AmericaVenezuela

The Citgo endgame is tightening the constraints around Venezuela’s restructuring timeline and recovery values. Aurora lays out the legal and political path ahead, the implications for creditor strategy, and what changes—and what doesn’t—in expected outcomes.

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Aurora Public Debt: Z is for Citgo