Geographer · Geopolitical Risk · Markets

Amin
Yusifli

Second-year Geography student at LSE, focused on geopolitical risk, energy transition, and global markets. I manage a personal equity portfolio built around supply chain theses and think seriously about how institutions shape long-term prosperity.

Read my writing Get in touch
LSE
Geography, Year 2
AZ · UK
Baku & London
198+
Boxing Club members
Amin Yusifli — LSE Geography student, geopolitical risk and energy transition analyst

About

Economics as a lens, policy as a calling.

I'm a second-year Geography student at the London School of Economics, born in Baku, raised between Kyiv and England. My work sits at the intersection of geopolitical risk, energy transition, and market structure — how the forces reshaping the world translate into real decisions by companies, governments, and investors.

I manage a personal equity portfolio built around geopolitical supply chain theses — semiconductor concentration risk, AI-driven demand, export controls, critical input dependencies. I've built quantitative models (including an EU ETS carbon exposure model with an integrated AI agent) to stress-test ideas before committing capital.

I'm less interested in ideology and more interested in what works — combining rigorous analysis with genuine curiosity about how countries create growth, how institutions succeed or fail, and how leaders make better decisions under uncertainty.

Geopolitical Risk
How supply chain concentration, sanctions, and export controls feed into equity valuations — semiconductors, critical minerals, energy.
Energy Transition
Carbon border mechanisms, industrial decarbonisation, and the financial logic of firms navigating the EU ETS phase-out.
Global Markets
Equity research, asset management, sustainable finance — and the intellectual challenge of turning macro theses into investment positions.
Writing & Analysis
Using writing as a tool for thinking — from EU CBAM modelling to market structure analysis, always aimed at clarity over complexity.

Writing

Essays & analysis

Energy Transition · Carbon Markets

EU CBAM: Why ArcelorMittal and Heidelberg Face the Same Cliff Despite Different Margins

I built an interactive EU ETS carbon exposure model with an integrated AI agent to analyse two of Europe's hardest-to-abate industries. The results challenged my assumptions: the CBAM phase-out between 2028 and 2030 is steep enough to overwhelm even a 20.5% EBITDA margin.

Analysis · 2025
Geopolitical Risk · Semiconductors

The Semiconductor Supply Chain as a Geopolitical Fault Line

Geographic concentration, AI-driven demand, export controls, and critical input dependencies — including helium — create compounding risks that standard equity models underweight. A framework for thinking about how these feed into valuations across the tech sector.

Research Note · In progress
AI · Economics

How Artificial Intelligence Is Reshaping Economic Systems and Labour Markets

AI is not simply a productivity tool — it is a structural force rewriting how value is created and distributed. This essay explores which sectors, skills, and countries are best positioned to capture the gains and who is most exposed to disruption.

Essay · Upcoming

Experience

Where I've been & what I've built.

Tonbridge School (A* Economics, A* Geography, A English Literature, A Mathematics) → LSE Geography → active in markets, sport, and ideas.

2024 — now
BSc Geography
London School of Economics · 2024–2027

Focus on geopolitical risk, energy transition, and economic geography. Alongside coursework: building a personal equity portfolio around supply chain theses, developing quantitative models (EU ETS carbon exposure, semiconductor risk), and staying close to conversations in asset management and sustainable finance.

Sept 2025 — now
President, Boxing Society
LSESU · London School of Economics

Elected to lead one of LSE's most active sports societies — 200+ members, £3,000 budget, flagship Fight Night event for 1,000+ attendees. Eliminated a £500 deficit by independently securing a sponsorship deal. Drove 8%+ membership growth by introducing QR-based ticketing, replacing manual processes. Leading four weekly sessions averaging 70+ members each.

Summer 2025
Summer Intern — Corporate, VIP Banking & Marketing
Unibank · Baku, Azerbaijan

Worked across corporate and VIP banking divisions, supporting international and high-net-worth clients. Analysed corporate partnership opportunities and evaluated joint-venture strategies for the Marketing Department — findings delivered in a 20-page deck to senior management. Recognised by the Head of Marketing as standout intern of the cohort.

2019 — 2024
A-Levels
Tonbridge School · Kent, United Kingdom

One of the UK's leading independent schools. Results: Economics (A*), Geography (A*), English Literature (A), Mathematics (A). Five years living and studying in England — the foundation of how I think, write, and engage with ideas.

Feb 2025
Market Research Analyst
Connected Business English · LSE Accelerator Programme

Led a three-person team analysing demand trends and competitive dynamics across 5 global markets in the Business English sector. Identified high-priority expansion markets and potential partnership targets — presented findings directly to the CEO. Only team to receive a follow-on internship offer.

Contact

Let's talk economics, policy, or ideas.

I'm open to conversations about research collaborations, internships, and policy projects.

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