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Recent Articles from The View from Jamestown:
Global Petrochemical Overhauls
Markets across the globe are taking a serious look at production and capacities, and recently have seen a wave of consolidation in the face of
Markets Monitor Fed Decision, Rate Cuts
Markets are largely pricing in a fed rate cut at the upcoming September meeting. According to CME, markets are pricing in an 87% probability of
Episode 129 | Business as Usual – August 2025
TheChemCo · Episode 129: Business as Usual – August 2025 “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 129 | August
EU Tariff Agreement Exceeds Expectations
Understanding the nuances of the US-EU trade agreement—especially the recently established 15% tariff threshold—can help importers make informed decisions and effectively manage costs on new
Seasonal Products In Scope
As summer is in full-swing, planners and purchasing managers slowly start to turn their attention to fall and winter bids, requirements and budgets. The effects
Economic Results & Outlook
The US economy, as dictated by quarterly GDP, rebounded by 3.0% for Q2, after a slight contraction in Q1. Inflation rose slightly in the past
US & EU Negotiations Impact Business Outlook
Recent negotiations on tariffs and trade have impacted the outlook of the entire economies of both the US & Europe, with specific implications on the
Episode 128 | Summertime Business Update: Tariffs, Freight & Emergency Orders – July 2025
TheChemCo · Episode 128: Summertime Business Update: Tariffs, Freight & Emergency Orders – July 2025 “The View from Jamestown” Chemical Podcast Hosted by The
Episode 127 | Q3 2025 Update with Kathy Hall
TheChemCo · Episode 127: Q3 2025 Update with Kathy Hall “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 127 | Q3
Monitoring Fed Decisions and Rate Impacts
As the administration and Fed Chairman Powell continue their public disputes, many continue to monitor what the Fed has in store for interest rate decisions
Tariff Deadline of July 9 Looms
July 9th is the “self imposed” deadline for President Trump to make final decisions surrounding the IEEPA baseline and reciprocal tariff levels. In addition, the
June Oil Price Whiplash
Crude Oil prices fluctuated as much as $15/bbl throughout the month of June, highlighted by the conflict in Iran, headlines surrounding OPEC and the US’
Episode 126 | Tariff Impacts on Demand, Shipping & Optimism – June 2025
TheChemCo · Episode 126: Tariff Impacts on Demand, Shipping & Optimism – June 2025 “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company
Tariff Legality, Negotiations Front of Mind
Now overshadowed by questions of the legality of Trum’s sweeping tariffs, early trade deals have begun flowing out of the White House in recent weeks,
German Chemical Industry Rebounds
First quarter results for the German chemicals sector were positive, along with a mostly bullish outlook on the remainder of the year, with general demand
Import Vessel Space Demand Surges
Demand for vessel space on China to US lanes surged nearly 300% following a 90-day tariff pause as the US negotiates with China. Expect delayed