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Recent Articles from The View from Jamestown:
Shipping Rates Drop, Low Q4 Inventories Expected
Ocean shipping rates from China to the U.S. have fallen sharply—down as much as 68% since June—as importers take a more cautious approach in response
Fed Cuts Rates: What does it mean?
The Federal Reserve lowered interest rates by 25 basis points to a range of 4.00%–4.25%, marking a notable shift in policy aimed at supporting the
European Market Overhauls, Optimism Mixed
With the TCC team back from the recent EPCA Annual Meeting in Berlin, Germany, the mood was remarkably bleak, with many industry players and analysts
Episode 130 | Euro Optimism – September 2025
TheChemCo · Episode 130: Euro Optimism – September 2025 “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 130 | September 2025
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’