Petrochemicals are no longer an energy “side story”. They are becoming the primary driver of what happens to oil in the decades ahead.
I recently spoke with CNBC about how war-driven disruptions in the petrochemical sector are creating inflationary pressures that will ripple across the global economy.
But that’s only one part of the expanding global impact of petrochemicals.
Because LinkedIn posts have character limits, I’ve started a podcast called Behind The Data.
It’s where I explore the “why” behind my analysis, connecting individual market events into a larger strategic framework.
In the latest episode, I dive into three specific areas:
➜ The Petrochemical Pivot: Why the petrochemicals focus on materials instead of fuels will matter more and more in the coming decades
➜ The “Challenge Gap”: How the energy conversation is lurching from one acute challenge to the next
➜ The Valero Port Arthur Explosion: Why the timing of this event was particularly significant (and a look at the strategic fallout)
My goal with this show is to provide the context and perspective that doesn’t always fit into a single chart or post.
Episodes are 15-20 minutes, designed for a focused commute or a morning coffee. New episodes drop every Sunday.
You can find Behind The Data on YouTube, Spotify, Apple Podcasts, or wherever you get your podcasts.
