We reconstructed site-level production data from the 1970s, covering over 70% of US crude oil and gas output. Our analysis shows that >90% of active US sites have been within 200km of a major climate-driven disaster in the last decade. We are now mapping how this propagates to futures prices.

If you have feedback or you’d like to talk about it, feel free to reach out! The paper is available at www.filippopellegrino.eu. 6/6

I manually annotate thousands of reports and maps to identify key commodity-producing sites at subnational level since the 1970s. Linking this data to disaster events, I find that production has become increasingly concentrated in high-risk areas within China, India and the United States. 3/6

Anecdotal evidence suggests that climate-driven disasters affect commodity production. However, lack of data on the geographical distribution of producers makes it difficult to assess the impact of such shocks on key commodity-producing sites. 2/6

Hi #EconSky and #EconJMP! I am a Research Fellow in Sustainable Finance and a Grantham Affiliate at Imperial College London. I am happy to share that I am on the #EJM this year. My #JMP examines how climate-driven disasters affect commodity prices. 1/6

@granthamicl.bsky.social