29 January | Online

Saidrasul Ashrafkhanov, an associate analyst in our Oil, Gas & Mining team, investigates the assumptions supporting the oil & gas industry’s sales pitch to investors regarding their pivot to Petrochems to offset the imminent decline in transport fuel demand.

Despite opaque data, by digging through industry reports & market forecasts, he has teased out four key assumptions that support the pivot & assesses the variety of strategies deployed by the industry to execute the move. The report is designed to provide a framework from which to build a list of critical questions to ask corporates regarding the assumptions behind their petrochemical strategy, all aiming to enhance the robustness of the investment /lending modelling stage.

In this supporting 45-50 mins webinar Said will run through the key points in a short presentation before joining a panel to discuss & answer any questions you may have.

This webinar is intended for equity and fixed income analysts on both the buy and sell sides, as well as engagement teams and credit analysts at lenders and insurers.