“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
khall@opisnet.com
Host: Ben Sawicki
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Produced by:
Kettlebottom Creative
Summary:
In this episode of The View from Jamestown Podcast Edition, host Ben Sawicki sits down with industry analyst Kathy Hall for a timely Q4 market update on the global chemical and logistics sectors.
They dive into everything from ethylene, propylene, and benzene pricing trends to the larger forces reshaping trade and manufacturing in 2025.
Key Topics Covered
• Current pricing on ethylene, propylene & benzene — what’s driving the downturn
• Europe’s chemical industry at an inflection point — closures, feedstock shifts & automation
• Tariffs, “import penalties,” and how geopolitics are redefining supply chains
• Energy outlook — oil below $60, U.S. natural gas stability, and OPEC’s next moves
• What to watch in 2026 for automotive, construction & sustainability markets
• Why renewable and bio-based projects have gone quiet (and what comes next)
Kathy and Ben break down what “living in the trough” means for chemical producers, distributors, and buyers — offering insights on how companies can navigate a flattening market and prepare for 2026.
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