“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 rem ..read more

“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 unse ..read more

“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 steve.lewandowski@chemicalmarketanalytics.com https://chemicalmarketanalytics.com/value-c ..read more

“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 pric ..read more

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 101 | 2023 Recap and Q1 Projections with Kathy Hall Join Host Ben Sawicki for a discussion with Kathy Hall of Petrochem Wire / Opis for a recap of 2023, specifically the end of the year ending on a relatively stable note. Kathy’s projections are much of the same to start 2024, with some stability on raw material pricing and the supply chain flow getting back to relationship driven business, rather than just supply and pricing. Amongst other things, Kathy is keeping a close eye on global transportation and the Pan ..read more

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 100 | December 2023 Welcome to Episode 100 of The View from Jamestown! On Episode 100, we reminisce a bit about the last 99 episodes of The View. We revisit the stock market, energy prices and demand from early 2023 until today, as well as our forecasts for Q1 and all of 2024 for both product sales, and the logistics market. Featuring: President Robb Roach VP Sales AJ Petrarca LatAm Operations Manager Javier “Godfather” Fernandez Inside Sales Manager Nicole Greenberg Host: Marketing & Sales Specialist Ben Saw ..read more

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 099 | November 2023 On Episode 099, the team recaps AJ & Javier’s travel in Latin America this past week for customer meetings and the APLA, and review various global trends including freight, logistics, supply issues, price increases and more. - APLA 2023 Recap with Javi & AJ - Oil Prices Off 15% - Plasticizer Increases for December & Q1 - LTL & Global Shipping Update Featuring: President Robb Roach VP Sales AJ Petrarca LatAm Operations Manager Javier “Godfather” Fernandez Inside Sales Manager Ni ..read more

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 098 | October 2023 The TCC team is back from recent travel including VinylTec, the EPCA in Vienna and customer visits. Tune in for an update on the sentiment in the market, feedback about the year, and early thoughts about 2024. - Recap of VinylTec, EPCA and recent travel - Slow Hurricane Season to start - Q3 Financial Reporting “better than expected” - Upcoming APLA and Fall Tradeshows and Travel Featuring: President Robb Roach Latin American Operations Manager Javier Fernandez Inside Sales Manager Nicole Greenb ..read more

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 097 | Q4 2023 Preview with Kathy Hall Join Host Ben Sawicki for a discussion with Kathy Hall of Petrochem Wire / Opis for a recap of the third quarter, and Kathy’s projections for the end of the year and into early 2024. With uncertainty looming regarding oil prices, energy cost fluctuations, and demand for 2024, stay tuned to Kathy’s insights and analysis for what’s to come as you plan your 2024 strategy. Kathy Hall Executive Director Product Management, Global Petrochemicals Petrochem Wire By Opis, a Dow Jones ..read more

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 096 | September 2023 Summer is coming to a close, and all of the typical Q4 concerns, and then some, are coming to light, including: - Hurricane Season across the eastern US - Monitoring Year End Inventories & Costs - “Seeding The Market” with samples, new and improved products, new supply positions - Great time to travel and see contacts to prepare for 2024 - Energy Price Concerns for this winter - Fall Tradeshow Season Featuring: President Robb Roach VP of Sales AJ Petrarca Latin American Operations Manager ..read more