The View (by: The Chemical Company)

“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 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

“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 Panama Canal to start the year. Stream all of this and more on Episode 101! Kathy Hall Executive Director Product Management, Global Petrochemicals Petrochem Wire By Opis, a Dow Jones Company https://www.petrochemwire.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 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 Sawicki Logistics Feature Including: Joe Hassenfratz The Logistix Co thelogistixco.com www.thechemco.com 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 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 Nicole Greenberg Host: Marketing & Sales Specialist Ben Sawicki www.thechemco.com Find the TCC Team at the following upcoming events! PLASTICS Compounders Conference – December 2023 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 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 Greenberg Host: Marketing & Sales Specialist Ben Sawicki Plus: A Conversation with LESCHACO www.thechemco.com Find the TCC Team at the following upcoming events! CAMX – October 2023 Compounding World Expo – November 2023 APLA – November 2023 PLASTICS Compounders Conference – December 2023 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 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 Company https://www.petrochemwire.com/ Host: Ben Sawicki www.thechemco.com 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 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 Javier Fernandez Inside Sales Manager Nicole Greenberg Host: Marketing & Sales Specialist Ben Sawicki Plus: A Conversation with Datacor www.thechemco.com Find the TCC Team at the following upcoming events! NACD Northeast Regional Meeting – September 2023 EPCA – September 2023 CAMX – October 2023 VinylTec – October 2023 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 095 | A Conversation with Cory Mullins Episode 095 is a conversation with TCC Sales & Product Manager Cory Mullins. Cory, based in Texas, manages a basket of products for TCC, and our discussion includes a conversation about Methanol, n-Butanol, MEA, and other additives. In addition, listen to a Q&A with Cory about the state of the market for the second half of the episode. Featuring: Sales & Product Manager Cory Mullins Dallas, TX Host: Marketing & Sales Specialist Ben Sawicki www.thechemco.com 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 094 | August 2023 August has brought about supply chain tightness, plant outages, freight capacity outages (15%!), and demand on the rise. Stream Episode 094 today to learn more. - Pricing is trending up - Section 301 China Tariffs Expected to Expire September 30th - Destocking is over - Yellow LTL Bankruptcy removing 15% of LTL capacity - Oil, Gas prices trending up: Double Digits Featuring: President Robb Roach VP of Sales AJ Petrarca Latin American Operations Manager Javier Fernandez Inside Sales Manager Nicole Greenberg Host: Marketing & Sales Specialist Ben Sawicki Plus: A Freight & Logistics Update from The Logistix Company www.thechemco.com Find the TCC Team at the following upcoming events! NACD Northeast Regional Meeting – September 2023 EPCA – September 2023 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 093 | Q3 2023 Preview with Kathy Hall Join Host Ben Sawicki for a discussion with Kathy Hall of Petrochem Wire for a recap of Q2, how business looks today, what folks are saying about energies and the derivatives which Kathy closely monitors, and an outlook for the second half of the year. Kathy Hall Executive Director Product Management, Global Petrochemicals Petrochem Wire By Opis, a Dow Jones Company https://www.petrochemwire.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 092 | July 2023 Is demand on the uptick? What does an increase in lab activity mean? Have freight rates finally hit bottom? Episode 092 of The View from Jamestown, Podcast Edition is the July 2023 episode, and covers all of this and more. - Are we at the “bottom” of demand? - Recent travels & feedback from business in Latin America - Do cold tub plunges really work? Featuring: President Robb Roach VP of Sales AJ Petrarca Latin American Operations Manager Javier Fernandez Inside Sales Manager Nicole Greenberg Host: Marketing & Sales Specialist Ben Sawicki Plus: A Freight & Logistics Update from The Logistix Company www.thechemco.com Find the TCC Team at the following upcoming events! Southwestern Fertilizer Conference – July 2023 IFT – July 2023 EPCA – September 2023 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 091 | June 2023 The June 2023 Episode of The View from Jamestown, Podcast Edition discusses the relatively slow market coming into summertime, as well as recapping AJ & Javier’s recent India trip, and a few new exciting products and projects for TCC. - Summertime Demand Lull - AJ & Javier’s India / APIC Recap - New & Exciting Products for TCC: Citrates, and more Featuring: President Robb Roach VP of Sales AJ Petrarca Latin American Operations Manager Javier Fernandez Inside Sales Manager Nicole Greenberg Host: Marketing & Sales Specialist Ben Sawicki Plus: A Freight & Logistics Update from The Logistix Company www.thechemco.com Find the TCC Team at the following upcoming events! Chemicals America – June 2023 Southwestern Fertilizer Conference – July 2023 IFT – July 2023 EPCA – September 2023 Subscribe to The View from Jamestown: https://thechemco.com/subscribe/ Produced by: Kettlebottom Creative kettlebottomcreative.com/​

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 090 | May 2023 The May 2023 Episode of The View from Jamestown, Podcast Edition reviews the current supply & demand fluctuations as we’re mid-Q2, as well as an outlook on AJ & Javier’s upcoming trip to India this month. - Q2 Supply & Demand Update - Global OXO Supply Issues - AJ & Javier head to APIC in Delhi, India this month Featuring: President Robb Roach VP of Sales AJ Petrarca Latin American 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! APIC India – May 2023 Chemicals America – June 2023 Southwestern Fertilizer Conference – July 2023 Subscribe to The View from Jamestown: https://thechemco.com/subscribe/ Produced by: Kettlebottom Creative kettlebottomcreative.com/​

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 089 | Q2 2023 Preview with Kathy Hall Join Host Ben Sawicki for a discussion with Kathy Hall of Petrochem Wire for a preview of Q2 across the energy markets, including Oil, Gas, Benzene, Propylene, Ethylene, Styrene and more. Kathy Hall Executive Director Product Management, Global Petrochemicals Petrochem Wire By Opis, a Dow Jones Company https://www.petrochemwire.com/ Host: Ben Sawicki www.thechemco.com Produced by: Kettlebottom Creative kettlebottomcreative.com/​