The View (by: The Chemical Company)

The Chemical Company

The View from Jamestown: Podcast Edition is a monthly chemical industry podcast produced by The Chemical Company, discussing industry, market and pricing trends, updates and ideas surrounding the chemical industry.

  1. Episode 136: New Year Business Uptick - January 2026

    JAN 29

    Episode 136: New Year Business Uptick - January 2026

    “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 136 | January 2026 Episode 136 kicks off 2026 with a recap of the recent winter storm and impacts, planning around the upcoming Chinese New Year, and TCC’s Cocktail Party & Meetings in San Antonio. Featured products discussed includes Trimellitic Anhydride (TMA), TOTM Plasticizer, 8-10 TM Plasticizer, TINTM Plasticizer and more. Featuring: VP Sales & Marketing AJ Petrarca Latin American Operations Manager Javier Fernandez Inside Sales Manager Nicole Iannuccillo Host: Marketing & Sales Manager Ben Sawicki www.thechemco.com Join us in San Antonio: https://thechemco.com/sanantonio 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 In this episode: - Winter storm fern: what disruptions looked like, and why things largely avoided worst-case outcomes - Energy → chemicals: natural gas moves and what that could mean for methanol and related chemistries - Inventory mindset: “safety stock” and planning ahead when lead times get tight - Import planning: Chinese New Year timing (and why the impact can stretch beyond the official dates) - Sourcing notes: momentum in Asia + growing interest in Latin America for shorter lead times and trade advantages - Tech disruption: what a Microsoft outage looked like operationally (including email + planning systems) - 2026 events: the team shares details on annual cocktail party (March 29 in San Antonio) 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.

    24 min
  2. Episode 135: Q1 2026 Update with Kathy Hall and Miguel Cambeiro

    JAN 9

    Episode 135: Q1 2026 Update with Kathy Hall and Miguel Cambeiro

    “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 135 | Q1 2026 Update with Kathy Hall Join host Ben Sawicki for our quarterly update with Kathy Hall, and special guest Miguel Cambeiro from OPIS. The group recaps 2025, specifically the last few weeks and months, and a view forward for the early part of 2026. Highlights Include: European rationalization, asset acquisitions and plans Global consumer demand update Venezuela & Impacts to oil prices Stream all of this and more on Episode 135! Including: Miguel Cambeiro: Principal Journalist, Europe - OPIS https://www.linkedin.com/in/miguel-cambeiro-5ba03b22/ Kathy Hall: Executive Director Product Management, Global Petrochemicals - Petrochem Wire khall@opisnet.com Host: Ben Sawicki The Chemical Company Search for a TCC Product Subscribe to The View from Jamestown For more information and our podcast disclaimer Produced by: Kettlebottom Creative What you’ll learn in this episode • Why Europe’s cycle low has lasted unusually long and what that’s triggering across the industry (closures, consolidation, restructurings) the-view-from-jamestown-episode… • The demand problem: how cost of living, inflation, and utility costs are reducing discretionary spend and dampening end-markets like autos and construction the-view-from-jamestown-episode… • Major storyline: SABIC Europe asset sale (and what private equity ownership might change) the-view-from-jamestown-episode… • Why crude near ~$60/bbl and the Venezuela headline matter for the next leg of pricing and competitiveness the-view-from-jamestown-episode… • Europe feedstock & competitiveness: oil-based cost structure, aging units, and the looming impact of new capacity like INEOS Project One (Antwerp) ethane cracker the-view-from-jamestown-episode… • Planning in uncertainty: how market participants are approaching forecasting and “new normal” volatility 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.

    43 min
  3. Episode 134: Holiday Rush! - December 2025

    12/18/2025

    Episode 134: Holiday Rush! - December 2025

    “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 134 | December 2025 Episode 134 of The View from Jamestown Podcast Edition includes an update on the recent “holiday rush” in business and orders the past few weeks, as well as a deep-dive into logistics trends for year-end and into 2026. Featured products discussed includes Trimellitic Anhydride (TMA), Antimony Trioxide (ATO), Phthalic Anhydride and more. Featuring: Latin American Operations Manager Javier Fernandez Customer Service Manager Jill Goldstein Host: Marketing & Sales Manager Ben Sawicki Including: The Logistix Company Joe Hassenfratz, Jameson Mielde, Brian Burns 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 December 2025 edition of The View From Jamestown, the team recaps year-end momentum across chemicals & materials distribution and logistics—and shares what customers should plan for as we ramp into January and Q1 2026. In this episode, we cover: The year-end “holiday rush” and why terminal/warehouse closures (including the 26th) can impact schedules Winter shipping considerations for liquid freight, including steaming/heating options and cold-weather delays Market signals from a key industry conference: realistic forecasts, interest-rate trends, and impacts on housing, construction, and automotive demand Why “People, Not Portals” keeps winning—relationships, communication, and real-time problem solving TLC’s 2025 recap: spot vs. contract mix, import projects, bonded warehousing, and staying nimble as capacity tightens How to plan ahead for early 2026—including Chinese New Year disruptions (Feb 17–Mar 3) and the ripple effect before/after

    42 min
  4. Episode 133: Bullish for 2026 - November 2025

    11/26/2025

    Episode 133: Bullish for 2026 - November 2025

    “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 133 | November 2025 Episode 133 of The View from Jamestown Podcast Edition is the full TCC team’s update on steady business in November and December, and reasons to be optimistic for Q1 and the new year. Featured products discussed includes Adipic Acid, Ethanol, ATO, TOTM and more! Featuring: TCC President Robb Roach Latin American Operations Manager Javier Fernandez VP Sales & Marketing AJ Petrarca Inside Sales Manager Nicole Iannuccillo 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: On this pre-Thanksgiving episode of The View from Jamestown, the team recaps a surprisingly busy stretch to close out the year—plus what they’re already seeing for December orders and how they’re thinking about January + Q1 planning. You’ll also hear timely market conversation on trade/tariff developments (including fertilizer-related changes), shifting dynamics in key product lanes, and what customers are asking for as inventories stay lean. We also preview upcoming industry events and share a few practical “what we’re watching” signals that matter for procurement and supply planning. If you’re building 2026 forecasts right now, this one’s for you.

    39 min
  5. Episode 132: Q4 2025 Update with Kathy Hall

    10/20/2025

    Episode 132: Q4 2025 Update with Kathy Hall

    The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 132 | Q4 2025 Update with Kathy Hall Join host Ben Sawicki for our quarterly update with Kathy Hall. Ben & Kathy review recent tariff news, OPEC headlines, and demand indicators for Q1, 2026 and beyond. Benzene, Styrene, Ethylene, Propylene and more are in-focus as Ben & Kathy review trends for the end of the year, and what to watch heading into 2026. Stream all of this and more on Episode 132! Kathy Hall: Executive Director Product Management, Global Petrochemicals Petrochem Wire khall@opisnet.com Host: Ben Sawicki www.thechemco.com Produced by: Kettlebottom Creative kettlebottomcreative.com/​ Summary: Host Ben Sawicki catches up with Kathy Hall for a grounded conversation on where the chemical industry stands heading into Q4. They cover the essentials — price trends for ethylene, propylene, and benzene, the continued ripple effects of tariffs and trade pressures, and why many in the industry are calling this period “living in the trough.” From Europe’s feedstock challenges and automation push, to OPEC’s latest demand forecasts and the steady role of U.S. natural gas, the episode lays out what’s holding steady, what’s changing fast, and what could define 2026. Kathy also shares perspective on the slowdown in renewable and sustainable projects, as companies shift focus back to core profitability. Whether you’re in distribution, supply chain, or production, this is a clear-eyed look at the realities of the market and the opportunities ahead. 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.

    43 min
  6. Episode 131: Plan for January! - October 2025

    10/15/2025

    Episode 131: Plan for January! - October 2025

    “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 131 | October 2025 Episode 131 of The View from Jamestown Podcast Edition includes a discussion from sales & customer service on planning ahead for year-end, and anticipating January demand. Featuring: VP Sales & Marketing AJ Petrarca Sales & Customer Service Manager Kaitlyn Hagan Customer Service Manager Jill Goldstein 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 Featuring: The Logistix Company Joe Hassenfratz & Brian Burns Summary: In Episode 131 of The View from Jamestown Podcast, the team at The Chemical Company (TCC) and The Logistix Company (TLC) dive deep into year-end planning, freight trends, and inventory strategy across the chemicals and logistics industries. Topics covered: • How to prepare inventories before 2026’s demand surge • The 100% China tariff and what it means for pricing • Freight capacity and LTL shipping delays heading into the holidays • Sustainability updates — solar power, ISO integration, and the path toward EcoVadis Gold • TLC’s creative logistics solutions for bulk, liquid, and intermodal freight Whether you’re a supply chain manager, manufacturer, or logistics professional, this episode helps you stay ahead of the curve as the year wraps up. Subscribe for industry insights and follow along as we share TCC’s 40+ years of experience serving the chemical industry with “People, Not Portals.” #ChemicalIndustry #Logistics #Freight #SupplyChain #TCC #TLC #Podcast #YearEndPlanning #sustainability 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.

    34 min
  7. Episode 130: Euro Optimism - September 2025

    09/30/2025

    Episode 130: Euro Optimism - September 2025

    “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 130 | September 2025 Episode 130 of The View from Jamestown Podcast Edition features a recap of the recent EPCA conference held in Berlin, Germany. We recap conversations with producing partners and customers operating both within Europe, and globally, as to the business outlook and environment for the end of the year, and for years to come. Featuring: President Robb Roach VP Business Development Ray Altenburger VP Sales & Marketing AJ Petrarca 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 Episode 130 of The View from Jamestown Podcast Edition, the TCC team recaps the September 2025 EPCA Conference and shares insights on the current state of the chemical industry. Topics include: - Travel challenges surrounding EPCA and overall international logistics. - Business sentiment in Europe — cautious optimism amid plant closures, regulations, and economic pressures. - Global trade and tariff impacts, especially with China and U.S. policy comparisons. - Opportunities for U.S. energy, feedstocks, and competitiveness. - Trends in imports, pricing floors, and inventory strategies heading into Q4. - The importance of flexibility, entrepreneurial approaches, and maintaining strong partnerships. - Hurricanes, supply chain resilience, and lessons for risk management. The conversation highlights both caution and optimism for 2026, with TCC emphasizing its people-focused approach, strong partnerships, and readiness to support customers across North and South America. 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.

    39 min

Ratings & Reviews

4.8
out of 5
6 Ratings

About

The View from Jamestown: Podcast Edition is a monthly chemical industry podcast produced by The Chemical Company, discussing industry, market and pricing trends, updates and ideas surrounding the chemical industry.