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does that change how you think about expansion? Could you accelerate plans to add more capacity?
I just wanted to ask about the pace of spending at the Blue Point project, it looked like some of the project might have been pushed now
does it make sense that we'll see a larger complex there? And is there a timing where it's more efficient to like so that you have workers that are already working at Blue Point to move to the seco...
Would there be any consideration for using debt to fund Bluepoint and then maybe using the cash flows and the cash generation to buy back shares?
SG&A looked still just a little bit elevated for the quarter, obviously, not hugely, but just curious if there's anything there
With the implementation of CBAM, can you just talk about how you see that impacting the markets, both in Europe and globally
What's your view on how a Russia and Ukraine truce or some sort of p-settlement could impact on natural gas prices and also on the nitrogen market?
to clean ammonia pricing when you are discussing your potential customers. I'm just curious like what factors you talked about
if the EU implements tariffs on Russian product, what's your thought on how like UAN trade flows range?
how would you compare the project versus potentially using that cash for more of buybacks
CapEx has gone up quite significantly from the beginning of when we started seeing some of the numbers like last year
phosphate demand, it's been down pretty significantly for the past four years, but yields, the crop yields have still been pretty strong
Is that now 1.8 million tonnes? Or is that just for the very near-term upcoming quarter and then there's longer-term upside
what has Mosaic done to harden the assets against any potential weather disruptions
how the S&D plays out over the next, say, like six to 12 months as production improves. Does that impact the market balances and pricing
what other assets might be considered. You've mentioned Carlsbad. Is there anything else that might be notable that we should be thinking about