Past Event - Petrochemical Imbalance

Speaker:

Saidrasul Ashrafkhanov - Analyst – Energy Supply - Carbon Tracker

Presenter Bio: 

Saidrasul is an energy analyst at Carbon Tracker. He focuses on petrochemicals, aviation fuels, and executive remuneration in oil and gas. He is the lead author of Petrochemical Imbalance, Absolute Impact 2023, and the latest two editions of Crude Intentions.

Prior to joining Carbon Tracker, he worked as the managing editor of the Uzbekistan Energy Monitor, covering oil and gas, conventional power, and renewables.

Saidrasul holds a BA in Commercial Law and an MPhil in Sociology. He is a 2026 Level II candidate for the CFA designation.

Presentation Synopsis:

The oil and gas industry is increasingly pivoting towards petrochemicals as it reckons with the imminent decline in transport fuel demand. Underpinning this pivot are four assumptions, each of which Carbon Tracker finds overly optimistic. In this presentation, Carbon Tracker will challenge the assumptions used by these players and highlight the potential risks facing them, their investors, financiers, and underwriters. 

This presentation and video are available to view for OPERA members only on the members area of the OPERA website.