The View (by: The Chemical Company)

“The View from Jamestown” Chemical Podcast

Hosted by The Chemical Company

Episode 112 | August 2024

The time has come for the Fed’s target rates to begin lowering in the US, which is slated to have impacts from housing demand to automobile sales to business investment and everything in between. Cory Mullins joins the podcast to review key changes in markets including Methanol and MEA, and Javier updates the team on LatAm business for Q4.

- Fed Slated to Lower Rates in September

- Ocean Freight costs continue climbing

- Worldwide duties and anti dumping against Chinese imports

Featuring:

President Robb Roach

Latin American Ops Manager Javier Fernandez

Sales & Marketing Manager Cory Mullins

Host: Marketing & Sales Specialist Ben Sawicki

www.thechemco.com

Find the TCC Team at the following upcoming events!

Elastomers Conference – Pittsburgh

EPCA – Berlin, Germany

World Compounding Expo – Cleveland, OH

APLA – Cartegena, Colombia

Subscribe to The View from Jamestown:

https://thechemco.com/subscribe/

For more information and our podcast disclaimer:

www.thechemco.com/podcast

Produced by:

Kettlebottom Creative

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“The View from Jamestown” Chemical Podcast

Hosted by The Chemical Company

Episode 111 | July 2024

The chemical world, and global supply chain in general continue to monitor and evaluate similar global trends – Rising ocean freight rates and tightening availability, a diversifying political picture in the US, and welcomed rainfall helping production and logistics pinch points throughout Latin America.

- Ocean Freight Rates climb, and delays worldwide at many key ports

- President Biden drops out of the US Presidential race, creating speculation and anticipation for what’s to come

- Rainfall is helping the Panama canal, and improving life and business throughout Latin America

Featuring:

President Robb Roach

VP Sales & Marketing AJ Petrarca

Latin American Ops Manager Javier Fernandez

Inside Sales Manager Nicole Greenberg

Host: Marketing & Sales Specialist Ben Sawicki

www.thechemco.com

Find the TCC Team at the following upcoming events!

Elastomers Conference – Pittsburgh

EPCA – Berlin, Germany

World Compounding Expo – Cleveland, OH

APLA – Cartegena, Colombia

Subscribe to The View from Jamestown:

https://thechemco.com/subscribe/

For more information and our podcast disclaimer:

www.thechemco.com/podcast

Produced by:

Kettlebottom Creative

kettlebottomcreative.com/

Join host Ben Sawicki for a regular quarterly conversation with Kathy Hall, including an update on oil, gas, Benzene and Propylene, the current U.S. Geopolitical situation, and other impending factors including ocean freight, and a quick start to hurricane season.

Stream all of this and more on Episode 110!

Kathy Hall: Executive Director Product Management, Global Petrochemicals

Petrochem Wire

Host: Ben Sawicki

www.thechemco.com

Produced by:

Kettlebottom Creative

kettlebottomcreative.com/​

“The View from Jamestown” Chemical Podcast

Hosted by The Chemical Company

Episode 109 | June 2024

Summertime is here in New England, and business has remained steady through the beginning of the year. The team is closely monitoring Asian impacts on business for North & South America, as ocean freight rates, geopolitics and varying tariffs are impacting pricing, availability and supply for Q3.

- Asian Impacts: Freight, Tariffs, Geopolitics and more

- Ocean Freight Costs Skyrocketing

- Panama Canal Easing

Featuring:

President Robb Roach

Latin American Ops Manager Javier Fernandez

Inside Sales Manager Nicole Greenberg

Host: Marketing & Sales Specialist Ben Sawicki

www.thechemco.com

Find the TCC Team at the following upcoming events!

Chemicals America – Savannah, GA

Southwestern Fertilizer Conference – Nashville, TN

EPCA – Berlin, Germany

World Compounding Expo – Cleveland, OH

Subscribe to The View from Jamestown:

https://thechemco.com/subscribe/

For more information and our podcast disclaimer:

www.thechemco.com/podcast

Produced by:

Kettlebottom Creative

kettlebottomcreative.com/

“The View from Jamestown” Chemical Podcast

Hosted by The Chemical Company

Episode 108 | May 2024

The busy spring travel season comes to a close with the American Coatings Show & NPE officially behind the team. Stream Episode 108 of The View from Jamestown to recap the American Coatings Show and NPE, as well as an update on business in general midway through Q2. In addition, stay tuned for the second half of the episode featuring a few live conversations recorded at TCC’s Booth at the American Coatings Show in Indianapolis.

- Recapping the American Coatings Show & NPE last two weeks

- Business update for Q2

- Live conversations with Perstorp and HV2 Enterprises from the ACS

Featuring:

President Robb Roach

VP Sales & Marketing AJ Petrarca

Inside Sales Manager Nicole Greenberg

Host: Marketing & Sales Specialist Ben Sawicki

www.thechemco.com

Find the TCC Team at the following upcoming events!

SAMPE – Next Week in California

Southeastern Chemical Conference – Myrtle Beach, SC

Chemicals America – Savannah, GA

Southwestern Fertilizer Conference – Nashville, TN

Subscribe to The View from Jamestown:

https://thechemco.com/subscribe/

For more information and our podcast disclaimer:

www.thechemco.com/podcast

Produced by:

Kettlebottom Creative

kettlebottomcreative.com/

“The View from Jamestown” Chemical Podcast

Hosted by The Chemical Company

Episode 107 | Q2 2024 Projections with Kathy Hall & Pablo Giorgi

Join host Ben Sawicki for a regular quarterly conversation with Kathy Hall, and for the first time Pablo Giorgi, for a recap of Q1 and outlook to Q2 indices including oil, gas, Benzene, Propylene and more.

Benzene and Propylene have steadily increased to begin the year, with Benzene sitting above the $4 range, but the spot Propylene market starting Q2 with a big dip. Kathy & Pablo recap the rationale behind some of the pricing in the market, and what they’re watching closely as we begin Q2.

Stream all of this and more on Episode 107!

Kathy Hall: Executive Director Product Management, Global Petrochemicals

Petrochem Wire

https://www.petrochemwire.com/

Pablo Giorgi: Executive Director for North American Light Olefins

Chemical Marketing Analytics

https://chemicalmarketanalytics.com/

Host: Ben Sawicki

www.thechemco.com

Produced by:

Kettlebottom Creative

kettlebottomcreative.com/​

“The View from Jamestown” Chemical Podcast

Hosted by The Chemical Company

Episode 106 | April 2024

The team is back from the AFPM IPC in San Antonio, and ready to recap the week and its' meetings. With supply issues driving price changes and availability, TCC's global sourcing capabilities was in full focus as the market scrambles to secure supply for Q2. Global freight and logistics will continue playing a role, while markets including Europe and Latin America are seeing a slight bump in demand, which will further impact global supply dynamics.

- AFPM IPC Recap from San Antonio

- 2EH, TMA remain tight, impacting supply and downstream derivatives

- Baltimore Bridge Tragedy & Fallout for logistics, port traffic

- Looking forward to the upcoming American Coatings Show & NPE

Featuring:

President Robb Roach

VP Sales & Marketing AJ Petrarca

LatAm Operations Manager Javier Fernandez

Inside Sales Manager Nicole Greenberg

Host: Marketing & Sales Specialist Ben Sawicki

www.thechemco.com

Find the TCC Team at the following upcoming events!

The American Coatings Show – Indianapolis

NPE 2024 – Orlando

Subscribe to The View from Jamestown:

https://thechemco.com/subscribe/

For more information and our podcast disclaimer:

www.thechemco.com/podcast

Produced by:

Kettlebottom Creative

kettlebottomcreative.com/

“The View from Jamestown” Chemical Podcast

Hosted by The Chemical Company

Episode 105 | March 2024

Supply disruptions are leading the conversation this month with raw material tightness and price increase letters industry wide. A flow of FM letters over the past two weeks has had many users of all sizes scrambling to secure supply as we head into Q2. Coupled with ongoing ocean freight delays and concerns, securing raw material supply will be paramount as spring approaches. In addition – spring feels like it has hit early as the demand for many crop and agricultural products is on the rise unseasonably early.

“A Rising Tide Lifts All Boats” – JFK

- Supply Disruptions & FM Letters

- Ineos FM impacting TMA, others

- Oil, Gas and Derivatives on the rise

- Join TCC at AFPM This Month!

- Increases on Butanol, Adipic, Plasticizers and more

Featuring:

President Robb Roach

VP Sales & Marketing AJ Petrarca

LatAm Operations Manager Javier Fernandez

Inside Sales Manager Nicole Greenberg

Host: Marketing & Sales Specialist Ben Sawicki

www.thechemco.com

Plus:

A logistics update from The Logistix Company

Find the TCC Team at the following upcoming events!

AFPM International Petrochemical Conference – San Antonio

The American Coatings Show – Indianapolis

NPE 2024 – Orlando

Subscribe to The View from Jamestown:

https://thechemco.com/subscribe/

Olefins & Global Market Update with Steve Lewandowski | Episode 104

https://youtu.be/XSKhuAP8H6k

“The View from Jamestown” Chemical Podcast

Hosted by The Chemical Company

Episode 104 | Olefins & Global Markets with Steve Lewandowski

Join Host Ben Sawicki for a discussion with Steve Lewandowski. Steve is the VP of Global Olefins for Chemical Marketing Analytics by OPIS, a Dow Jones Company. Ben & Steve chat all things olefins and global markets, including global overcapacity, how the Americas will perform versus Asia & Europe, watching naphtha and more.

Steve Lewandowski

VP, Global Olefins

https://chemicalmarketanalytics.com/value-chain/chemical-market-olefins-derivatives/

Chemical Marketing Analytics by OPIS, a Dow Jones Company

Host: Ben Sawicki

www.thechemco.com

Produced by:

Kettlebottom Creative

kettlebottomcreative.com/​

“The View from Jamestown” Chemical Podcast

Hosted by The Chemical Company

Episode 103 | February 2024

All eyes are on ocean freight and global logistics for Episode 103, the February 2024 Edition of The View from Jamestown. Bot the red sea and Panama canal, as well as other worldwide factors are causing bottlenecks across the world. Producers can’t get raw materials in, or finished goods out, in a timely fashion, leading to delays ranging from two or three weeks, up to six weeks for shipments in some cases.

- Ocean shipments a major concern, with the Red Sea and Panama Canal

- March/April price increases expected

- Steady business for Q1, supply/demand balancing

- Raw materials increasing: Oil, Propylene, Benzene

- AFPM & Tradeshow Preview for Q1

- Regulatory & Certification Update from Kaitlyn Hagan

Featuring:

President Robb Roach

LatAm Operations Manager Javier Fernandez

Inside Sales Manager Nicole Greenberg

Sales & Customer Service Manager Kaitlyn Hagan

Host: Marketing & Sales Specialist Ben Sawicki

www.thechemco.com

Plus:

A logistics update from The Logistix Company

Find the TCC Team at the following upcoming events!

AFPM International Petrochemical Conference – San Antonio

The American Coatings Show – Indianapolis

NPE 2024 – Orlando

Subscribe to The View from Jamestown:

https://thechemco.com/subscribe/

For more information and our podcast disclaimer:

www.thechemco.com/podcast

Produced by:

Kettlebottom Creative

kettlebottomcreative.com/​