Brazil is being repriced.
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Austral Continental sends daily structural analysis on Brazilian hard assets to a private list of allocators, operators, and capital partners. The endowment, the corridors, and the repricing... documented before consensus catches up.
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The thesis, as it develops, written for people who deploy capital.
Five research pillars track the capital cycle across Southern Brazil and MATOPIBA, where the assets actually sit. Named companies, real transactions, and the mechanisms behind a US$340B+ capex build.
Drew Crawford
Drew Crawford is the founder and Managing Partner of Austral Continental. He has spent twelve years on the ground across Brazil, from the Amazon to the industrial ports of the south, from MATOPIBA to the mineral belt of Minas Gerais.
He operates from Florianópolis, is fluent in Portuguese and Spanish, and has been featured in The Wall Street Journal, Exame (Brazil), and El Economista (Argentina).
Read full biography →The capital is already moving.
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