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Do you think that that's sufficient to support all the demand that you see in the next year
when you expect to begin TIA testing and when you also expect to be testing Midnight with FAA pilots on board for credit?
when should we expect, I guess, a piloted transition like this full vertical takeoff and landing versus conventional?
I'm just curious in maybe what kind of caused any sort of 1 or 2 month delay, if any
it looks like the total compliance verification documents only kind of went up incrementally quarter on quarter
The guide is a bit more back end loaded from a revenue growth perspective. So what gives the confidence in growth stepping up over the course of the year?
can you talk about how this might benefit The US footprint including how much NOLs remain
I was wondering if you can add any incremental lessons learned at Grasberg since the November update
I was hoping you could help us understand the significant improvement in the net cash costs by 2027, as well as the leaching
Is it something you had seen earlier, but felt you needed more data to I guess, change the plan?
looking ahead, what are the key areas to improve to reach your 75 million pounds quarterly rate exiting the year?
are you using non-China sources for these, I guess, currently two projects?
we saw the step down in the quarter, but you're targeting now £300 million run rate in exiting 2025
how does Freeport view the potential impacts to copper markets in general and in Freeport specifically from tariffs
maybe drilling down to the borderwall opportunity, can you give us a sense of the ship and opportunity into 2028
How should we think about seasonality in the back half of the year including in the fourth quarter
how should investors think about any potential shifts in strategy relative to recent years? Or anything you would continue anything you would change
I was hoping to get a bit more color on the phasing of commissioning the strategy through year-end and maybe what to expect for the next few years?
are you expecting that to be durable beyond? I'm also trying to get a sense for the risk of lower tariff rates and/or quotas
should demand support, is there upside to that 5% expectation? And what would drive that?
scrap cost was down, but conversion costs were up. I guess can you speak to what contributed to the latter?
how should we think about square foot growth beyond 2025, maybe from a market perspective as well as your own opportunity?
Can you break that down for us? Is that a statement of higher input cost?
what is your biggest or best opportunities to displace imports as we look out to the second half of the year?
did you benefit from five extra shipping days?
the intersegment eliminations came in a bit lighter than we had expected
are you seeing anything in the market to support this price hike versus at least what appears to be still slow infrastructure spending
Has pricing bottomed? And if not, when do you expect it so?
I guess across the product portfolio, have you seen lead times come in at all or start to decline?
how should we think about the cadence of the earnings through the balance of the year?
I wanted to ask about steel substitution amid the elevated aluminum price environment. We have heard from companies in both sectors that this may be starting to unfold. Given that Steel Dynamics, I...
can you help us quantify the impact on outages and maybe more broadly, is there any planned maintenance in the first quarter
how should I think about your overall your overall strategy in auto
is there anything else that we should be taking under consideration For example, you know, things or seasonal trends
support a return of utilization approaching or exceeding 90% in the third quarter
mix impacts, mix between joist and deck as it may relate to some of the projects you're expecting in the third quarter
I wanted to ask about downstream margins and how to think about it in the second quarter
as we think about losses moving forward, I think in the past, it was guided to around $25 million a quarter. You were a bit above that in the fourth quarter. Is that still a good guidepost or could...
I wanted to get your thoughts on recent tightness in UBC scrap spreads and whether this could be a structural trend with greater demand from two new rolling mills ramping and China recently removin...