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Hampson Strategies

Convexity Without
Complexity

Independent research, strategy, and consulting. We build systems that reduce friction and clarify decisions — across trading, real estate, architecture, and logistics.

Latest Market Note

Convex Terrain Monitor — Delta Report: Energy Fragmentation Is a Collateral Bifurcation Problem.

Geopolitically segmented oil and gas flows are creating uneven collateral quality across regions — feeding directly into funding markets and balance sheet capacity. The system is not one energy market. It is multiple collateral regimes tied to political alignment. The bottleneck is no longer physical supply. It is whether that supply can be financed efficiently.

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