The View (by: The Chemical Company)

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 146 | Q3 2026 Update with Big Kathy Energy Join host Ben Sawicki for our quarterly update with Kathy Hall, including a global view on Oil, Ethylene, Benzene and more. Highlights Include: Outlook on the Iran conflict & impacts to oil Benzene volatility New Ethylene reporting metrics Stream all of this and more on Episode 141! Kathy Hall Founder & Proprietor: Big Kathy Energy [email protected] Host: Ben Sawicki The Chemical Company www.thechemco.com Search for a TCC Product: https://thechemco.com/chemical/ 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 https://www.kettlebottomcreative.com Produced by: Kettlebottom Creative Summary: In Episode 146 of The View from Jamestown, Ben welcomes back petrochemical market expert Kathy Hall for a Q3 summertime market update. Kathy also discusses her new venture, Big Kathy Energy, which provides market intelligence and analysis. The conversation focuses heavily on supply-side concerns, global logistics, and the increasingly interconnected nature of chemical markets. Kathy explains why supply disruptions are currently a bigger concern than demand, particularly during the summer months when demand is typically strongest. They discuss the continuing effects of transportation challenges, the Rhine River's historically low water levels, Middle East tensions, and elevated freight costs out of Asia. Kathy also provides insight into ethylene and benzene markets, including the emergence of the new Spindletop ethylene hub in Beaumont, Texas, which could create additional flexibility and options for U.S. ethylene markets. Benzene, meanwhile, remains significantly more volatile, with uncertainty around pricing, exports, imports, and downstream styrene demand. A major theme throughout the episode is how interconnected today's chemical markets have become. A disruption in one part of the world can create ripple effects several steps away, making freight volumes, logistics, supply availability, and global energy prices increasingly important indicators for buyers and sellers. As the episode wraps up, Kathy emphasizes the importance of watching freight traffic, export volumes, global natural gas prices, and the flow of materials into Asia as indicators of where markets may be headed over the next several months.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 145 | August 2026 Episode 145 of The View from Jamestown is our August 2026 edition, and features a guest appearance from TCC’s own Cory Mullins. We give an update on the upcoming peak demand season for Methanol, including demand and pricing. In addition, we discuss the Rhine River, which has reached all-time low levels and is causing extreme shortages of supply across Europe. Featuring: VP Sales & Marketing AJ Petrarca Sales & Marketing Manager Cory Mullins Latin American Operations Manager Javier Fernandez Host: Marketing & Sales Manager Ben Sawicki www.thechemco.com Search for a TCC Product: https://thechemco.com/chemical/ 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 https://www.kettlebottomcreative.com Summary: In Episode 145 of The View from Jamestown, Ben Sawicki is joined by Cory Mullins, Javier Fernandez, and AJ Petrarca for a wide-ranging discussion on the current methanol market and the factors shaping supply and demand heading into the second half of 2026. The team explores why methanol demand typically strengthens in late summer and early fall, driven by seasonal energy needs and increased downstream consumption. They discuss current pricing trends, global production capacity, and how supply balances have shifted over the past several years, including the impact of methanol-to-olefins (MTO) demand in Asia and what it could mean for future market fundamentals. The conversation also turns to one of Europe's biggest logistical challenges: historically low water levels on the Rhine River. The group explains how reduced shipping capacity is affecting chemical transportation, increasing freight costs, and creating ripple effects throughout the global supply chain. They also discuss broader logistics considerations, regional market dynamics, and how distributors and manufacturers are adapting to ongoing transportation constraints.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 144 | July 2026 Episode 144 of The View from Jamestown is our July 2026 edition, and features a discussion on a surprisingly large number of things happening in the market to focus on. Tariffs are changing, the Middle East conflict continues to start, stop and re-start, oil prices are fluctuating, the Rhine River is nearing historically low levels, and far more. A great mid-summer and mid-year update on what to focus on for the second half of 2026. Featuring: VP Sales & Marketing AJ Petrarca Inside Sales Manager Nicole Iannuccillo Latin American Operations Manager Javier Fernandez Host: Marketing & Sales Manager Ben Sawicki www.thechemco.com Including: A global shipping & logistics update from The Logistix Company Jameson Mielde, Brian Burns Search for a TCC Product: https://thechemco.com/chemical/ 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 https://www.kettlebottomcreative.com Summary: On Episode 144 of The View from Jamestown Podcast Edition, the team delivers a comprehensive mid-summer market update, covering the latest developments impacting the global chemical supply chain. From ongoing geopolitical uncertainty and shifting tariff regulations to force majeure declarations in Europe and transportation challenges across multiple freight modes, the discussion highlights the factors influencing chemical sourcing and logistics today. The episode also recaps the 100th Annual Southwestern Fertilizer Conference, where AJ Petrarca shares insights into the current agricultural market, fertilizer demand, and several key products TCC supplies into the industry, including urea, boric acid, ammonium sulfate, dicyandiamide, and NBPT. The team discusses how these products improve fertilizer efficiency and why they remain important despite challenging market conditions. The conversation then shifts to regulatory updates, including increased scrutiny of import compliance, evolving Customs and Border Protection guidance, and the importance of staying current as trade rules continue to change. The team also examines the impact of historically low Rhine River water levels, force majeure announcements from European producers, and what those disruptions could mean for chemical availability in the months ahead. Wrapping up the episode, TCC welcomes logistics experts Brian and Jamie from TLC to discuss tightening transportation capacity, ocean freight trends, driver shortages, changing truck weight limitations, and why proactive planning and communication are becoming more critical than ever. Together, they explain how multiple supply chain pressures are converging and offer practical advice for companies looking to stay ahead of disruptions.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 143 | June 2026 Episode 143 of The View from Jamestown is our June 2026 edition, features a discussion on recent travel and business meetings, a recap of markets and business as we approach the halfway point of the year, thoughts for the second half of 2026, and a brief World Cup update from Javier Fernandez. Featuring: VP Sales & Marketing AJ Petrarca Inside Sales Manager Nicole Iannuccillo Latin American Operations Manager Javier Fernandez Host: Marketing & Sales Manager Ben Sawicki www.thechemco.com Search for a TCC Product: https://thechemco.com/chemical/ 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 https://www.kettlebottomcreative.com Episode Summary: In this episode of The View from Jamestown, the team recaps where the market stands as we head toward the end of the first half of 2026, with a focus on ongoing supply chain tightness, shifting demand patterns, and what customers should be watching in the months ahead. Javier, AJ, and Nicole discuss how global events continue to impact chemical availability, why certain product lines remain constrained, and how TCC is helping customers navigate those challenges with practical alternatives and sourcing solutions. The conversation highlights tightness across several key product categories, including plasticizers, solvents, glycols, and caustic soda, along with the broader market factors driving those disruptions — from Middle East supply issues and freight concerns to continued uncertainty around oil and downstream raw materials. The team also talks through how customers can stay ahead of disruptions by keeping supply chains full, remaining flexible on product options, and leaning on strong supplier relationships when markets get volatile. They also touch on TCC’s ability to provide replacement products and alternative sourcing strategies when traditional materials become difficult to find, reinforcing the company’s “people, not portals” approach to helping customers keep plants running. And, in classic Jamestown fashion, the episode wraps with a lighter conversation around the World Cup and the office’s ongoing soccer commentary.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 142 | May 2026 Episode 142 of The View from Jamestown is our May 2026 edition, including an update on oil markets and chemical impacts, price updates and trends, featured products including Adipic Acid and Plasticizers, and most importantly - remembering to count our blessings. Also included is a logistics update from TLC, highlighting TCC’s 2026 EcoVadis Silver ranking, and a chat with Jose at the American Coatings Show. Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Inside Sales Manager Nicole Iannuccillo Latin American Operations Manager Javier Fernandez Host: Marketing & Sales Manager Ben Sawicki The Logistic Company: Joe Hassenfratz Brian Burns TCC Regulatory Feature from Kaitlyn Hagan www.thechemco.com Search for a TCC Product: https://thechemco.com/chemical/ 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 https://www.kettlebottomcreative.com Disclaimer: The material contained on this Podcast is provided by The Chemical Company (TCC) solely for informational purposes. The information is not guaranteed to be correct, complete, or up-to-date. The information in the Podcast is intended solely as a general educational aid. TCC is providing this podcast as a public service, but it is neither a legal interpretation nor a statement of TCC policy. Reference to any specific product or entity does not constitute an endorsement or recommendation by TCC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by TCC employees are those of the employees and do not necessarily reflect the view of TCC or any of its officials. All statements, comments and opinions presented are made in the context of robust dialog and freedom of expression”. TCC assumes no responsibility for any consequence relating directly or indirectly to any action or inaction you take based on the information in the Podcast. While TCC strives to keep the information in the Podcast accurate, complete, and up-to-date, we cannot guarantee, and will not be responsible for, any damage or loss related to the accuracy, completeness, or timeliness of the information. TCC assumes no liability for any errors or omissions in the content of the Podcast. The information contained on the Podcast is provided entirely on an “as is” basis with no guarantees of completeness, accuracy, usefulness, or timeliness. TCC is not responsible for any changes to the information provided herein. TCC is not providing legal advice and does not assume liability for detrimental reliance on the information provided herein as conditions are subject to change. Please consult with your legal counsel regarding the applicable tariffs.