Explorer

Where to Find Cheap Probability and Excess Asymmetry? Ruminations on LatAm Energy Space

April LatAm Report: The Energy Edition

Apr 17 • Mihail Stoyanov

How to Reduce Hormuz Exposure? Just Build Backup Capacity in Oman; List With Ideas for Energy Infrastructure Investors

April Energy Report: The Infrastructure Edition

Apr 3 • Mihail Stoyanov

Monthly Summary: March 2026

This is your list of all articles and reports published in March.

Apr 2 • Mihail Stoyanov

Scramble for Sulfur: Copper Miners for the Win

March Critical Minerals Report: The Sulfur Edition

Mar 27 • Mihail Stoyanov

Tankers, Hormuz, and Traffic Jams; Ideas for Shipping Congestion Investors

March Shipping Report: The Congestion Edition

Mar 20 • Mihail Stoyanov

Structural Advantages, Soft Commodities, and the Middle East: How to Build Exposure to LatAm Agriculture?

March LatAm Report: The Agriculture Edition

Mar 13 • Mihail Stoyanov

The Hormuz Triad: Energy, Chemicals, and Fertilizer

March Energy Report: The Hormuz Edition

Mar 6 • Mihail Stoyanov

Monthly Summary: February 2026

This is your list of all articles and reports published in February.

Feb 28 • Mihail Stoyanov

Treasure Hunting in Down Under: High Octane ASX-listed Miners

February Critical Minerals Report: The Koala Edition

Feb 27 • Mihail Stoyanov

Place Your Bets: Capesize Bulkers and Small LPGs for Strategic Bets, LNGCs for Tactical Bets

January Shipping Report: The Market Review Edition

Feb 20 • Mihail Stoyanov

A 3-4x in the Next Offshore Squeeze? Betting on Jackups

Undervalued and Underwater: A Deep Dive into Jackups

Feb 6 • Mihail Stoyanov and Hugo Navarro

Monthly Summary: January 2026

This is your list of all articles and reports published in January.

Feb 3 • Mihail Stoyanov

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