“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.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related