“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
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Produced by:
Kettlebottom Creative
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.
