Michael Gibb

Coordinator and Natural Resources Expert, United Nations 🇺🇳 Panel of Experts on South Sudan

[Michael Gibb @GibbMichael]

@matt_levine If concentrated buying during the Platts window is manipulative; why is avoiding or limiting purchases during the window, which is implied to be common practice, not also equally manipulative?

[Michael Gibb @GibbMichael]

The Panel's final report for 2024 is now available from: https://t.co/QZIzUoFIrs

[Michael Gibb @GibbMichael]

The Panel’s Interim Report is now available from: https://t.co/giPmZSqQob

[Michael Gibb @GibbMichael]

https://t.co/uQPlKqYWPG

[Michael Gibb @GibbMichael]

The Panel’s Final Report dated April 2023 is now available from: https://t.co/KBZaA9t7Yt

[Michael Gibb @GibbMichael]

https://t.co/8tf7A6CtWZ

[Michael Gibb @GibbMichael]

https://t.co/KWSFof2k1c

[Michael Gibb @GibbMichael]

@dekuekd No, this is not a document produced or published by the Panel. There is no addendum to the 2022 Final Report at present. All the Panel’s official documents/reports are available here: https://t.co/79Ve8CDhtS

[Michael Gibb @GibbMichael]

The Panel’s Final Report for 2022 is now available here: https://t.co/HD1eBySaYw

[Michael Gibb @GibbMichael]

@nickpdonovan If there is no transcript:
https://t.co/IBHIfqNZ2v

[Michael Gibb @GibbMichael]

In this piece we make use of a UK Court Judgement that was given orally, and so was not available via https://t.co/MkP2wurEIW
There is usually a recording, and by completing form EX107 you can apply for a certified transcript to be made (at your expense):
https://t.co/rCwM6WLwDZ

[Michael Gibb @GibbMichael]

@EmmaCVickers Just keep it free, but charge $10 to post your boxes thing to social media, and everyone’s happy

[Michael Gibb @GibbMichael]

If NYT want to keep Wordle free to play but expensive to share, I’m ok with that.

[Michael Gibb @GibbMichael]

Returning as Coordinator and Natural Resources ‘expert’ on UN PoE on South Sudan. Get in touch if there is anything you think Panel should try to cover.
https://t.co/LMQ3viZb7u

[Michael Gibb @GibbMichael]

@joshua_craze @MarkoFerenc @africaarguments 2012 oil shutdown is often cited as a turning point in political market place; for good reason. But we now also know well over $1b in commercial loans were received v soon after, so coffers were not immediately dry. Do you think shift was driven by more than economic necessity?

[Peer Schouten @peer_schouten]

Finally out, the first public country wide mapping of checkpoints in South Sudan. They are a crucible in the country's war economy. A thread w/key findings:

[IPIS Research @IPISResearch]

📣NEW PUBLICATION:
IPIS and @diisdk release mapping of over 300 South Sudan #checkpoints

Ten years after independence, #SouthSudan 's soldiers and rebels survive by taxing transport-- the #humanitarian is not exempt

Access the report & webmap: https://t.co/vWaSXGPZpc
#SSOT🧵

[Michael Gibb @GibbMichael]

The IMF “assumes 10-percent effective interest rate on the newly discovered oil advances,” suggesting the terms of the loan are still not known..

[Michael Gibb @GibbMichael]

Remarkable note in IMF’s 1st report on SMP in #SouthSudan, where $539 million in previously unknown commodity trader oil advances from 2018 have been added to debt. Loans were not even known to the Min. of Finance. Loans Committee sat within Office of the President at the time.

[Michael Gibb @GibbMichael]

South Sudan’s external debt jumps dramatically as a result. Commercial debts now total more than $1.85b (63% of total), with $676 million owed to oil companies/traders alone. In April 2021, the IMF had estimated these outstanding oil advances to be around $99 million.

[Michael Gibb @GibbMichael]

@NicholasCoghlan We documented some $400m in 2017/18 prepayments for the UN PoE, but this is likely in addition to those:
https://t.co/uuPlqRUIKv