The View (by: The Chemical Company)

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 141 | Q2 2026 Update with Kathy Hall Join host Ben Sawicki for our quarterly update with Kathy Hall, and including TCC’s own VP of Business Development Ray Altenburger. Highlights Include: Impacts of Iran War and Conflict Oil, Gas, Benzene, Propylene and raw material price trends What’s Kathy Monitoring? - Q1 Chemical Industry Financial Reports Stream all of this and more on Episode 141! Kathy Hall Renowned Petrochemical Market Expert [email protected] Featuring: Ray Altenburger - VP Business Development 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 Summary: Market volatility remains high across petrochemicals, driven by geopolitical events, supply chain disruptions, and rapid price swings. While anxiety is elevated—especially for buyers—industry leaders emphasize adaptability, strong relationships, and risk management as critical tools. Even if conflicts ease, long-term impacts on supply, pricing, and global trade will persist, making flexibility and communication more important than ever. 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.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 140 | Government Update with the ACD Join host Ben Sawicki for a chat with Brian Callahan, Senior VP of Government Affairs with the Alliance for Chemical Distribution. Topics discussed include the Oil / Iran crisis, tariffs, trade and IEEPA refunds, rail legislation and upcoming changes in government seats. The Alliance for Chemical Distribution (ACD) partners with our more than 400 chemical distribution industry members to provide the education, connection, standards, and advocacy they need to responsibly move the essential products our world depends on. As leaders in the $27B+ chemical distribution industry, ACD member companies commit to the highest standards in quality, safety, sustainability, and performance through ACD Responsible Distribution™. For more information, visit www.acd-chem.com. Including: Brian Callahan Sr. Vice President, Gov. Affairs Alliance for Chemical Distribution (ACD) 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 Summary: In this episode, Ben speaks with Brian Callahan from the Alliance for Chemical Distribution about the biggest challenges facing the chemical distribution industry. They cover how global events like tensions in the Middle East and disruptions in the Strait of Hormuz are impacting supply chains, driving up oil prices, and creating shipping delays. The conversation also explores ongoing tariff uncertainty following rulings by the Supreme Court of the United States, along with the complexity of refunds and constantly changing trade policies. Finally, they discuss rail service challenges—including a potential merger between Union Pacific Railroad and Norfolk Southern—and the growing shift toward state-level regulations that could shape the future of the industry. 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.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 139 | AFPM 2026 Episode 139 of The View from Jamestown is our 2026 AFPM recap episode! The team recaps conversations around the recent AFPM conference, as well as an update on supply and pricing moving into April 2026. 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 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 their experience at the annual industry conference in San Antonio and breaks down the key themes shaping today’s chemical markets. From widespread uncertainty and global conflict to rapidly shifting supply chains, the conversation highlights how energy disruptions, rising oil prices, and regional supply imbalances are impacting availability, pricing, and strategy across North America, Asia, and beyond. The group shares firsthand insights from meetings with suppliers and customers, including: Tightening global supply and limited raw material availability Price volatility and shortened quote windows Increasing export opportunities from the U.S. The growing importance of agility, communication, and strong partnerships Despite the challenges, the episode emphasizes opportunity—especially for companies that stay proactive, adaptable, and closely connected with their supply chain partners. Key takeaway: In a rapidly changing market, real-time communication, flexibility, and strong relationships are more important than ever. 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.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 138 | Surfactants with Neil Burns Episode 138 is an in-depth discussion on the global surfactants market with Managing Partner, Board Member and Consultant Neil Burns. Featuring: Neil Burns Neil A Burns LLC https://www.neilaburns.com/ 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 Episode Summary: In Episode 138 of The View from Jamestown Podcast, we welcome Neil Burns for his first appearance to break down the global surfactants market and the key forces shaping the industry in 2026. From everyday consumer products like detergents and shampoos to large-scale industrial applications, surfactants play a critical role across the global economy. In this episode, we explore what surfactants are, how they’re made, and the complex supply chains behind them. Neil shares insights into: The core feedstocks used in surfactant production and where they come from globally How oil prices, tariffs, and geopolitics are impacting the market Key industry trends over the past 5 years, including post-COVID shifts The role of sustainability and alternative feedstocks in future development Major players in the market—from global producers to emerging innovators M&A activity and how competitive the industry is becoming Why surfactants remain a highly consumable, demand-driven product category What to watch for in the remainder of 2026 We also discuss how branding, formulation, and proprietary technologies influence the market, and why understanding these dynamics is critical for companies operating across the chemical supply chain. Whether you're in chemical distribution, manufacturing, procurement, or logistics, this episode provides valuable perspective on one of the most essential segments of the chemical industry. 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.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 137 | February 2026 Episode 137 of The View from Jamestown, our February 2026 edition, includes a compressive update on business thus far in Q1, including how the winter weather is impacting shipments in and around the northeast, and an outlook on demand for the coming months. Featuring: VP Sales & Marketing AJ Petrarca Customer Service Expert Jill Goldstein Sales & Regulatory Manager Kaitlyn Hagan Business Development Agent Jose Gonzalez Host: Marketing & Sales Manager Ben Sawicki From The Logistix Company: Joe Hassenfratz Brian Burns 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 🔔 Subscribe for monthly chemical industry updates 📩 Contact The Chemical Company to learn how we can support your business 🌐 Learn more about TCC’s People Not Portals approach 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.

“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.

“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 [email protected] 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.

“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

“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.

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 [email protected] 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.

“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.

“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.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 129 | August 2025 Episode 129 of The View from Jamestown Podcast Edition features a discussion on “getting back to business”. Tariffs have mostly settled, and businesses are strategizing their supply chains for the end of the year, and looking to 2026. TCC remains focused on our People, not Portals, and getting creative with supply chains to support our customers and producing partners. Featuring: President Robb Roach VP Business Development Ray Altenburger Latin American Operations Manager Javier Fernandez 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

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 128| July 2025 Episode 128 of The View from Jamestown Podcast Edition is an update on summertime business, with a mix of vacation time and plant turnarounds as well as emergency orders and an uptick in business in some industries. Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Inside Sales Manager Nicole Iannuccillo 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 Summary generated with AI: This episode of "The View from Jamestown" podcast features TCC's July 2025 business update with a full team including customer service manager Jill Goldstein, inside sales manager Nicole Iannuccillo, AJ Petrarca (recently back from an Achilles injury), and company president Robb Roach. The discussion centers heavily on the ongoing challenges of navigating tariffs and trade policy uncertainty, with team members noting that constantly shifting deadlines and conflicting information make business planning extremely difficult. They observe that customers are increasingly operating on a "just-in-time" basis rather than building inventory, leading to more emergency orders as companies avoid holding excess stock due to unpredictable policy changes. The team reports that while business has been slower during the typical summer period, they're seeing signs of potential pickup in August, particularly for agricultural products like dicyandiamide, BPT, and urea that are needed for spring planting seasons. Ocean freight and port operations are running smoothly with minimal delays once shipments reach US ports, though this is partly attributed to overall reduced demand. They discuss how Chinese suppliers have responded to tariffs by lowering their prices significantly, essentially absorbing much of the tariff impact while maintaining market share. The conversation also touches on the company's commitment to in-person collaboration, with Robb Roach emphasizing their decision against remote work and their focus on hiring and training young talent. The team promotes their upcoming appearance at the Chemicals America show in Savannah, highlighting their "people, not portals" philosophy that emphasizes personal relationships over automated systems. TLC's Joe Hassenfratz provides a logistics update, noting challenges in the LTL sector and recommending rail transport for longer hauls as a cost-effective solution, while emphasizing the importance of forecasting to help carriers plan capacity and pricing.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 127 | Q3 2025 Update with Kathy Hall Join host Ben Sawicki sitting down with quarterly guest Kathy Hall, and TCC’s VP of Business Development Ray Altenburger for an update on tariffs and trade, and forward-looking impacts on oil, gas, Benzene, Propylene and more. Stream all of this and more on Episode 127! Kathy Hall: Executive Director Product Management, Global Petrochemicals Petrochem Wire [email protected] Host: Ben Sawicki www.thechemco.com Produced by: Kettlebottom Creative kettlebottomcreative.com/​

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 126 | June 2025 Tariffs have been a buzzword for a few months now, and global markets are continuing to understand the various downstream impacts. From overall demand and production, to alternative supply sources, to interest rates and consumer optimism, all seem to be driven by tariff headlines. Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Latin American Ops Manager Javier Fernandez Inside Sales Manager Nicole Iannuccillo Host: Marketing & Sales Manager Ben Sawicki www.thechemco.com From TCC’s CSR & Regulatory Team: Jill Goldstein & Kaitlyn Hagan Donations & Info for the Blessing of the Fleet: https://narragansettlionsclub.org/annual-events/blessing-of-the-fleet-celebration/ https://youtu.be/MICmacqWjh0 Subscribe to The View from Jamestown: 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 125 | May 2025 Late spring has started in New England, and what is normally a busy time of year for many raw materials and intermediates has been overshadowed by tariffs and shifts in global trade. Energy costs are lower, imports from Asia have fallen off, and businesses large and small are evaluating what it means for their planning in the months to come. Stream the May episode to get TCC’s take on the recent headlines, as well as an update on both logistics and customer service dynamics. Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Latin American Ops Manager Javier Fernandez Inside Sales Manager Nicole Iannuccillo Host: Marketing & Sales Manager Ben Sawicki www.thechemco.com From The Logistix Company: Joe Hassenfratz & Jamie Mielde From TCC’s CSR & Regulatory Team: Jill Goldstein & Kaitlyn Hagan Subscribe to The View from Jamestown: 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 119 | Q1 2025 Update with Kathy Hall Join host Ben Sawicki for a regular quarterly conversation with Kathy Hall, including an update on business to start the year, the averted port strike concerns, and what President Trump has signed into law in the first 24 hours of his presidency. Stream all of this and more on Episode 119! Kathy Hall: Executive Director Product Management, Global Petrochemicals Petrochem Wire [email protected] Host: Ben Sawicki www.thechemco.com Produced by: Kettlebottom Creative kettlebottomcreative.com/​

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 123 | Tariff Update with Diaz Trade Law Tariffs have been dominating the headlines, rightfully so, after Trump’s April 2 announcements. Check in with Ben and the Diaz Trade Law team on what’s the latest, and what it means for you and your business. Highlights: Baseline & Reciprocal Tariffs Key Effective Dates Exemptions for material already on the water “Annex II” list of materials exempt from any new reciprocal tariffs Recorded: April 3, 2025 Featuring: Jennifer Diaz: President, Diaz Trade Law David Craven: Of Counsel Attorney, Diaz Trade Law Host: Marketing & Sales Manager Ben Sawicki www.thechemco.com Resources: https://www.whitehouse.gov/presidential-actions/2025/04/regulating-imports-with-a-reciprocal-tariff-to-rectify-trade-practices-that-contribute-to-large-and-persistent-annual-united-states-goods-trade-deficits/ https://diaztradelaw.com/trump-administration-announces-reciprocal-tariffs/ Subscribe to The View from Jamestown: 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 122 | AFPM 2025 Recap The team is back from AFPM in San Antonio, and “uncertainty” is the buzzword of the day. Stream the TCC team’s feedback on how meetings went, how people and companies are planning for the year ahead, tariffs & port call fees, featured products from the week in San Antonio and how TCC can support you for months to come. Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Latin American Ops Manager Javier Fernandez Inside Sales Manager Nicole Iannuccillo Host: Marketing & Sales Manager Ben Sawicki www.thechemco.com Subscribe to The View from Jamestown: www.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 121 | February 2025 Episode 121 of The View from Jamestown Podcast Edition recaps the first ~ thirty days of the new administration in the US, including tariff announcements (and rescindments), global negotiations and updates on trade. - Status of US Tariffs: Mexico, Canada, China and more - Business update to start 2025 - Spike in Natural Gas prices - March increases likely on many raw materials Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Latin American Ops Manager Javier Fernandez Customer Service Manager Jill Goldstein Host: Marketing & Sales Specialist Ben Sawicki www.thechemco.com Find the TCC Team at the following upcoming events! AFPM 2025: San Antonio, TX www.thechemco.com/SanAntonio Subscribe to The View from Jamestown: www.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 120 | Methanol Markets with Dave McCaskill Join host Ben Sawicki, along with TCC Sales & Product Manager Cory Mullins and “Mr. Methanol” himself, Dave McCaskill, on a dynamic global market overview of Methanol. The team reviews what’s happening in Methanol, how we’ve gotten to where we are today, and what 2025 and beyond holds for Methanol markets. Stream all of this and more on Episode 120! Dave McCaskill: VP Methanol & Derivatives https://www.argusmedia.com/en/solutio... TCC Sales & Product Manager: Cory Mullins Host: Ben Sawicki www.thechemco.com Featuring: TCC Sales & Product Manager Cory Mullins Produced by: Kettlebottom Creative kettlebottomcreative.com/​

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 119 | Q1 2025 Update with Kathy Hall Join host Ben Sawicki for a regular quarterly conversation with Kathy Hall, including an update on business to start the year, the averted port strike concerns, and what President Trump has signed into law in the first 24 hours of his presidency. Stream all of this and more on Episode 119! Kathy Hall: Executive Director Product Management, Global Petrochemicals Petrochem Wire [email protected] Host: Ben Sawicki www.thechemco.com Produced by: Kettlebottom Creative kettlebottomcreative.com/​

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 118 | January 2025 Episode 118 of The View from Jamestown Podcast Edition kicks off the new year in style. The team reviews topics from the new administration coming into effect, to tariff changes and worldwide trade, to trends in logistics and an update from TCC’s own Jill Goldstein on customer service and order flows. - New Year, New Business - New Administration Takes Office Jan 20 - Changes in Tariffs, Trade, Policy - Port Strike Averted, Ports Still Backed Up Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Latin American Ops Manager Javier Fernandez Sales & Customer Service Manager Kaitlyn Hagan Host: Marketing & Sales Manager Ben Sawicki Including: Freight Update from The Logistix Co And Introducing: TCC’s “CSR Corner” featuring Customer Service Manager Jill Goldstein www.thechemco.com Join TCC at AFPM 2025: www.thechemco.com/SanAntonio Subscribe to The View from Jamestown: 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 117 | December 2024 Episode 117 of The View from Jamestown Podcast Edition has the full TCC team putting a bow on the 2024 year, and previewing what’s to come in 2025. Including a recap of the recent Vinyl Compounders Conference and overall regulatory and economic trends for Q1, listen to Robb, Javier and the team give our thoughts on the end of the year. Ben & Robb recap the Vinyl Compounders Conference Regulatory & Tariff Update Featured new plasticizers from Evonik: DINCD, DPT & DINCH What are the teams’ wishes for 2025? Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Latin American Ops Manager Javier Fernandez Inside Sales Manager Nicole Greenberg Host: Marketing & Sales Manager Ben Sawicki www.thechemco.com Subscribe to The View from Jamestown: www.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 116 | November 2024 Episode 116 of The View from Jamestown Podcast Edition introduces TCC VP of Operations Kerri McNamara to the podcast! The team recaps the recent APLA conference down in Colombia, as well as fallout and impacts of the election results in the chemical markets. - Introducing Kerri McNamara, TCC VP of Operations - APLA Conference Recap: LatAm Mood & Planning - Election Results & Q1 Planning - Additional Tariffs for 2025? Featuring: President Robb Roach VP Operations Kerri McNamara VP Sales & Marketing AJ Petrarca Latin American Ops Manager Javier Fernandez Host: Marketing & Sales Specialist Ben Sawicki www.thechemco.com Find the TCC Team at the following upcoming events! PLASTICS Compounding Conference – Louisville, KY RACEMICS Holiday Meeting – New York City Subscribe to The View from Jamestown: www.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 115 | Chemicals Update with Kathy Hall & Pablo Giorgi Join host Ben Sawicki with our recurring quarterly guests from Chemical Marketing Analytics Kathy Hall & Pablo Giorgi. On episode 115 of The View from Jamestown, we review impacts of the election results just a few days post-decision, and what potential impacts the global markets may see in the months to come pre and post inauguration day. Stream all of this and more on Episode 115! Kathy Hall: Executive Director Product Management, Global Petrochemicals Petrochem Wire [email protected] https://www.petrochemwire.com/ Pablo Giorgi: Executive Director for North American Light Olefins Chemical Marketing Analytics [email protected] https://chemicalmarketanalytics.com/ Host: Ben Sawicki www.thechemco.com Produced by: Kettlebottom Creative kettlebottomcreative.com/​ Ben Sawicki [email protected] Direct: (401) 855-2000

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 114 | October 2024 Episode 114 of The View from Jamestown has the guys back from the annual EPCA conference in Berlin, Germany. Listen to TCC President Robb Roach’s thoughts on the general mood at EPCA, feedback about the European markets and outlook for 2025. - EPCA Feedback - European chemical outlook for Q4 and 2025 - All Eyes on the upcoming US Presidential Elections - Javi plans for APLA next month in Columbia Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Latin American Ops Manager Javier Fernandez Host: Marketing & Sales Specialist Ben Sawicki www.thechemco.com Find the TCC Team at the following upcoming events! World Compounding Expo – Cleveland, OH APLA – Cartagena, Colombia PLASTICS Compounding Conference – Louisville, KY 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 113 | September 2024 Listen to Episode 113 of The View from Jamestown as the team reacts to the FED’s decision to lower rates by 0.5%. In other news, a pending port strike tentatively effective Oct 1 has shippers scrambling to understand timelines and impacts of shuttered ports, even for a matter of days. - US Fed cuts rates by 50bps - Pending East Coast port strike effective Oct 1? - November election update, preview and comments - Dicy, Urea and other seasonal products ramping up Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Latin American Ops Manager Javier Fernandez Inside Sales Manager Nicole Iannuccillo Host: Marketing & Sales Specialist Ben Sawicki www.thechemco.com Find the TCC Team at the following upcoming events! EPCA – Berlin, Germany World Compounding Expo – Cleveland, OH APLA – Cartegena, Colombia 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 112 | August 2024 The time has come for the Fed’s target rates to begin lowering in the US, which is slated to have impacts from housing demand to automobile sales to business investment and everything in between. Cory Mullins joins the podcast to review key changes in markets including Methanol and MEA, and Javier updates the team on LatAm business for Q4. - Fed Slated to Lower Rates in September - Ocean Freight costs continue climbing - Worldwide duties and anti dumping against Chinese imports Featuring: President Robb Roach Latin American Ops Manager Javier Fernandez Sales & Marketing Manager Cory Mullins Host: Marketing & Sales Specialist Ben Sawicki www.thechemco.com Find the TCC Team at the following upcoming events! Elastomers Conference – Pittsburgh EPCA – Berlin, Germany World Compounding Expo – Cleveland, OH APLA – Cartegena, Colombia 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 111 | July 2024 The chemical world, and global supply chain in general continue to monitor and evaluate similar global trends – Rising ocean freight rates and tightening availability, a diversifying political picture in the US, and welcomed rainfall helping production and logistics pinch points throughout Latin America. - Ocean Freight Rates climb, and delays worldwide at many key ports - President Biden drops out of the US Presidential race, creating speculation and anticipation for what’s to come - Rainfall is helping the Panama canal, and improving life and business throughout Latin America Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca Latin American Ops 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! Elastomers Conference – Pittsburgh EPCA – Berlin, Germany World Compounding Expo – Cleveland, OH APLA – Cartegena, Colombia 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/

Join host Ben Sawicki for a regular quarterly conversation with Kathy Hall, including an update on oil, gas, Benzene and Propylene, the current U.S. Geopolitical situation, and other impending factors including ocean freight, and a quick start to hurricane season. Stream all of this and more on Episode 110! Kathy Hall: Executive Director Product Management, Global Petrochemicals Petrochem Wire [email protected] Host: Ben Sawicki www.thechemco.com Produced by: Kettlebottom Creative kettlebottomcreative.com/​

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 109 | June 2024 Summertime is here in New England, and business has remained steady through the beginning of the year. The team is closely monitoring Asian impacts on business for North & South America, as ocean freight rates, geopolitics and varying tariffs are impacting pricing, availability and supply for Q3. - Asian Impacts: Freight, Tariffs, Geopolitics and more - Ocean Freight Costs Skyrocketing - Panama Canal Easing Featuring: President Robb Roach Latin American Ops 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! Chemicals America – Savannah, GA Southwestern Fertilizer Conference – Nashville, TN EPCA – Berlin, Germany World Compounding Expo – Cleveland, OH 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 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 [email protected] https://www.petrochemwire.com/ Pablo Giorgi: Executive Director for North American Light Olefins Chemical Marketing Analytics [email protected] 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 [email protected] 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/​