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“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 149 | Q4 2026 Update with Big Kathy Energy Join host Ben Sawicki for our quarterly update with Kathy Hall, including a global view on Oil, Ethylene, Benzene and more. Stream all of this and more on Episode 149! Kathy Hall Founder & Proprietor: Big Kathy Energy [email protected] Host: Ben Sawicki The Chemical Company 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 Produced by: Kettlebottom Creative Summary: In Episode 149 of The View from Jamestown, host Ben Sawicki welcomes back petrochemical market analyst Kathy Hall for a quarterly update on the global chemical industry. Kathy shares insights from her new venture, Big Kathy Energy, as they discuss U.S. feedstock advantages, China's growing influence on global markets, Europe's chemical industry challenges, and the latest trends in ethylene, propylene, benzene, and polyethylene. The conversation also explores Panama Canal congestion, rising freight costs, volatile energy markets, and shifting export opportunities. As 2026 comes to a close, Ben and Kathy look ahead to 2027, discussing pricing expectations, natural gas and LNG markets, and why supply chain planning remains critical in an increasingly unpredictable global market. 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 148 | October 2026 Episode 148 of The View from Jamestown is our October 2026 episode, with Ben and Robb recapping meetings at EPCA. In addition, the team provides an update on Asian chemical availabilities, demand planning for the end of the year, freight and logistics costs near and far, and why now is the important time to start planning your January supply chains. Featuring: President Robb Roach VP Sales & Marketing AJ Petrarca 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: Fresh off the European Petrochemical Association (EPCA) Annual Meeting in Vienna, Austria, The Chemical Company team returns with firsthand insights into the challenges facing the global chemical industry. In Episode 148 of *The View from Jamestown*, host Ben Sawicki is joined by Javier Fernandez, AJ Petrarca, and TCC President Robb Roach to recap their conversations with international suppliers, customers, and industry partners. From Europe's soaring energy costs and growing competition from Chinese producers to ongoing Rhine River disruptions and shifting global trade dynamics, the team explores the pressures impacting chemical production, pricing, and supply chains around the world. As 2026 winds down, the conversation shifts toward what lies ahead for Q4 and the beginning of 2027. With freight costs climbing, supply availability tightening, and winter weather threatening to create additional logistics challenges, the team discusses why proactive inventory management and early planning are more important than ever. They also examine softening demand, continued mergers and acquisitions throughout the chemical industry, and developing market conditions for key products including methanol and glycols. Despite the uncertainty, The Chemical Company remains focused on strengthening supplier relationships, expanding its global sourcing network, and helping customers navigate an increasingly complicated market. From EPCA takeaways to preparing for the new year, Episode 148 delivers a candid look at the state of the chemical industry, the opportunities emerging amid disruption, and the importance of reliable partnerships and security of supply.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 147 | September 2026 Episode 147 of The View from Jamestown is our September 2026 edition, with the TCC Team discussing the high cost of global and domestic freight alike, supply challenges on plasticizers, TCC’s strong position on Adipic Acid for both Q4 and 2027 contracts, and much more. In addition, The Logistix Company dives into details on freight capacities and logistics, and what to remember for the end of the year. Featuring: VP Sales & Marketing AJ Petrarca 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 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 146 | Q3 2026 Update with Big Kathy Energy Join host Ben Sawicki for our quarterly update with Kathy Hall, including a global view on Oil, Ethylene, Benzene and more. Highlights Include: Outlook on the Iran conflict & impacts to oil Benzene volatility New Ethylene reporting metrics Stream all of this and more on Episode 141! Kathy Hall Founder & Proprietor: Big Kathy Energy [email protected] Host: Ben Sawicki The Chemical Company 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 Produced by: Kettlebottom Creative Summary: In Episode 146 of The View from Jamestown, Ben welcomes back petrochemical market expert Kathy Hall for a Q3 summertime market update. Kathy also discusses her new venture, Big Kathy Energy, which provides market intelligence and analysis. The conversation focuses heavily on supply-side concerns, global logistics, and the increasingly interconnected nature of chemical markets. Kathy explains why supply disruptions are currently a bigger concern than demand, particularly during the summer months when demand is typically strongest. They discuss the continuing effects of transportation challenges, the Rhine River's historically low water levels, Middle East tensions, and elevated freight costs out of Asia. Kathy also provides insight into ethylene and benzene markets, including the emergence of the new Spindletop ethylene hub in Beaumont, Texas, which could create additional flexibility and options for U.S. ethylene markets. Benzene, meanwhile, remains significantly more volatile, with uncertainty around pricing, exports, imports, and downstream styrene demand. A major theme throughout the episode is how interconnected today's chemical markets have become. A disruption in one part of the world can create ripple effects several steps away, making freight volumes, logistics, supply availability, and global energy prices increasingly important indicators for buyers and sellers. As the episode wraps up, Kathy emphasizes the importance of watching freight traffic, export volumes, global natural gas prices, and the flow of materials into Asia as indicators of where markets may be headed over the next several months.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 145 | August 2026 Episode 145 of The View from Jamestown is our August 2026 edition, and features a guest appearance from TCC’s own Cory Mullins. We give an update on the upcoming peak demand season for Methanol, including demand and pricing. In addition, we discuss the Rhine River, which has reached all-time low levels and is causing extreme shortages of supply across Europe. Featuring: VP Sales & Marketing AJ Petrarca Sales & Marketing Manager Cory Mullins 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 Summary: In Episode 145 of The View from Jamestown, Ben Sawicki is joined by Cory Mullins, Javier Fernandez, and AJ Petrarca for a wide-ranging discussion on the current methanol market and the factors shaping supply and demand heading into the second half of 2026. The team explores why methanol demand typically strengthens in late summer and early fall, driven by seasonal energy needs and increased downstream consumption. They discuss current pricing trends, global production capacity, and how supply balances have shifted over the past several years, including the impact of methanol-to-olefins (MTO) demand in Asia and what it could mean for future market fundamentals. The conversation also turns to one of Europe's biggest logistical challenges: historically low water levels on the Rhine River. The group explains how reduced shipping capacity is affecting chemical transportation, increasing freight costs, and creating ripple effects throughout the global supply chain. They also discuss broader logistics considerations, regional market dynamics, and how distributors and manufacturers are adapting to ongoing transportation constraints.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 144 | July 2026 Episode 144 of The View from Jamestown is our July 2026 edition, and features a discussion on a surprisingly large number of things happening in the market to focus on. Tariffs are changing, the Middle East conflict continues to start, stop and re-start, oil prices are fluctuating, the Rhine River is nearing historically low levels, and far more. A great mid-summer and mid-year update on what to focus on for the second half of 2026. Featuring: 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 Including: A global shipping & logistics update from The Logistix Company Jameson Mielde, Brian Burns 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 Episode 144 of The View from Jamestown Podcast Edition, the team delivers a comprehensive mid-summer market update, covering the latest developments impacting the global chemical supply chain. From ongoing geopolitical uncertainty and shifting tariff regulations to force majeure declarations in Europe and transportation challenges across multiple freight modes, the discussion highlights the factors influencing chemical sourcing and logistics today. The episode also recaps the 100th Annual Southwestern Fertilizer Conference, where AJ Petrarca shares insights into the current agricultural market, fertilizer demand, and several key products TCC supplies into the industry, including urea, boric acid, ammonium sulfate, dicyandiamide, and NBPT. The team discusses how these products improve fertilizer efficiency and why they remain important despite challenging market conditions. The conversation then shifts to regulatory updates, including increased scrutiny of import compliance, evolving Customs and Border Protection guidance, and the importance of staying current as trade rules continue to change. The team also examines the impact of historically low Rhine River water levels, force majeure announcements from European producers, and what those disruptions could mean for chemical availability in the months ahead. Wrapping up the episode, TCC welcomes logistics experts Brian and Jamie from TLC to discuss tightening transportation capacity, ocean freight trends, driver shortages, changing truck weight limitations, and why proactive planning and communication are becoming more critical than ever. Together, they explain how multiple supply chain pressures are converging and offer practical advice for companies looking to stay ahead of disruptions.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 143 | June 2026 Episode 143 of The View from Jamestown is our June 2026 edition, features a discussion on recent travel and business meetings, a recap of markets and business as we approach the halfway point of the year, thoughts for the second half of 2026, and a brief World Cup update from Javier Fernandez. Featuring: 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 where the market stands as we head toward the end of the first half of 2026, with a focus on ongoing supply chain tightness, shifting demand patterns, and what customers should be watching in the months ahead. Javier, AJ, and Nicole discuss how global events continue to impact chemical availability, why certain product lines remain constrained, and how TCC is helping customers navigate those challenges with practical alternatives and sourcing solutions. The conversation highlights tightness across several key product categories, including plasticizers, solvents, glycols, and caustic soda, along with the broader market factors driving those disruptions — from Middle East supply issues and freight concerns to continued uncertainty around oil and downstream raw materials. The team also talks through how customers can stay ahead of disruptions by keeping supply chains full, remaining flexible on product options, and leaning on strong supplier relationships when markets get volatile. They also touch on TCC’s ability to provide replacement products and alternative sourcing strategies when traditional materials become difficult to find, reinforcing the company’s “people, not portals” approach to helping customers keep plants running. And, in classic Jamestown fashion, the episode wraps with a lighter conversation around the World Cup and the office’s ongoing soccer commentary.

“The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 142 | May 2026 Episode 142 of The View from Jamestown is our May 2026 edition, including an update on oil markets and chemical impacts, price updates and trends, featured products including Adipic Acid and Plasticizers, and most importantly - remembering to count our blessings. Also included is a logistics update from TLC, highlighting TCC’s 2026 EcoVadis Silver ranking, and a chat with Jose at the American Coatings Show. 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 The Logistic Company: Joe Hassenfratz Brian Burns TCC Regulatory Feature from Kaitlyn Hagan 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 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 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.