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.

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