The Gemini Report - Investment Deep Dives

Ecopetrol SA (EC): Navigating a Shifting Landscape


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Slide Deck Executive Summary Ecopetrol S.A. stands as Colombia’s largest corporation and national oil company, with an integrated model spanning the entire hydrocarbon value chain. The company is at a critical juncture, balancing its traditional oil and gas operations against a challenging domestic political landscape and a strategic pivot towards energy diversification, exemplified by its […]
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The Gemini Report - Investment Deep DivesBy Lukasz Tomicki and LRT Capital Management LLC