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“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. 0:00 Intro 2:15 Winter Storm Fern 4:40 Pricing Changes 6:24 Business Update 6:59 Packaged Products 8:47 Chinese New Year 10:03 Tariffs 11:38 IEEPA Status 12:27 Freight & Logistics 13:21 Chemical Sourcing 14:28 More on Tariffs 15:33 Product Update 17:00 Verizon and Microsoft Outages 18:32 AFPM 21:58 Closing