“Quiet Q1 ” | Episode 087, February 2023
TheChemCo · Episode 087: February 2023 – “Quiet Q1” “The View from Jamestown” Chemical Podcast Hosted by The Chemical Company Episode 087 | February 2023 – A not-so-exciting start to Q1 – Delta between Gas/Oil and Derivative Pricing: PGP, Benzene and more – Minimal Impact from Chinese New Year – Positivity out of Latin America – Travel Season: SOCMA […]
Balloons Sparks Global Sourcing Conversations
The recent alleged ‘spy’ balloon from China shot down over the United States has led to several conversations in North America with regards to global supply chains. One specific dialogue is citing this incident as supporting evidence to diversify supply chains. Many trade associations, which have been arguing for the diversification of supply chains for […]
A Note from The Captain’s Chair: 2023
After a historic two year run for the entire chemical and logistics industries, the temperature cooled in July of 2022. It was an unsustainable pace that had to end and we braced for a tough second half of the year. Fortunately, it was not as bad as we expected! The pace slowed and some inventories […]
Covid Concerns in China Continue
In China, the communist party is in fear that civil unrest could mean trouble for Mr. Xi’s historic third term later this year. China is the only major economy still prioritizing the fight against the virus above everything else, while the rest of the world has started to embrace a new normal living with Covid. […]
China’s Zero-Covid Policies Reenacted
China is re-imposing Covid-19 restrictions only weeks after reopening, raising concerns that the country may once again enact strict lockdowns. The mass quarantine measures in Shanghai have included highway closures, which have severely affected trucks carrying exports heading to ports. “Trucks loaded with cargoes and containers were unable to enter the Shanghai terminal,” stated logistics […]
