The View (by: The Chemical Company‪)‬ The Chemical Company

“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
khall@opisnet.com
https://www.petrochemwire.com/

Pablo Giorgi: Executive Director for North American Light Olefins
Chemical Marketing Analytics
pablo.giorgi@chemicalmarketanalytics.com
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
steve.lewandowski@chemicalmarketanalytics.com
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/​

“The View from Jamestown” Chemical Podcast
Hosted by The Chemical Company
Episode 102 | January 2024

Episode 102 kicks off 2024, and it’s been a fast start to January. The TCC team reviews an uptick in business to start the year after an early “soft opening”, optimism for the year, and getting back to some old school selling tactics with travel and building relationships.

- Ocean shipments a major concern, with the Red Sea and Panama Canal
- Optimism for Q1 purchases, restocking, reshoring
- Getting back to travel
- Busy Q1 tradeshow season – AFPM, ACS, NPE and more

Featuring:
President Robb Roach
VP Sales AJ Petrarca
LatAm Operations Manager Javier “Godfather” 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!
ACI Cleaning Conference – Orlando, FL
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