Episode 14: From Soviet Siberia to Wall Street: Sergey Vasnetsov's Path Into Chemicals

China's buildout of roughly 70% of global new chemical capacity since 2022 will keep petrochemicals oversupplied through at least 2030.

• Chemicals-energy linkage: Sergey Vasnetsov explains chemicals sit between upstream oil/gas and consumer demand, with most petrochemical feedstock tied to natural gas rather than oil.
• Shale windfall quantified: U.S. oil-to-gas ratio advantage emerged as oil held $100-110/barrel for four years while gas fell from $5 to ~$3, making the U.S. a global petrochemical leader alongside Saudi Arabia.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.