Bob Brackett

Can you talk to your exploration philosophy for gas out there? Is it efficient from the peer? Or is there some appetite to step out

One is price realization 101, especially as it pertains to timing given the very sharp moves in crude price we have seen

can you talk about what macro world you envision or which you plan for that we're going to see next year

your strategy clearly has been a more global LNG approach. Can you talk about comparing and contrasting those strategies

What policies are helpful during a supply shock, and which are perhaps unhelpful

Do you have a sense of how much heavy from Venezuela could be absorbed by The US without impacting heavy light dips or without backing up Canadian heavy

What's the state of the Permian today? And how would you forecast that, say, into next year?

Question around the tariff situation and how it might impact either CapEx or projects. What are some of the things you can do to adjust to tariffs

What are you seeing there in terms of discipline from the other operators? And is it a trend that's going to continue?

is there a limit to growth there where effectively the stage length gets too long

Can you talk about what might be inbounds and out of bounds for the source of capital projects you've put to work to attract that demand

What's your appetite to explore some of those adjacencies, and maybe what time frame

One of your peers had talked last week about international opportunities. I'm curious where do international opportunities sit on your list

the top of the Wolfcamp versus the top of the Barnett are a couple of thousand feet apart. So not a whole lot of vertical depth. what's timing the drilling down there

Is that a development strategy or an exploration strategy, if I can sort of crudely contrast

Liberation Day was new. It was very kind of unusual strange environment. And right now, we're just kind of in a normal typical oil down cycle, and therefore, you have more confidence

To what degree are those real levers where you're making choices, or are those most of the crews are about the same and most of the locations are about the same

I am impressed by the Morenci mine rate being up 30% in the second quarter.

What's the philosophy of those patents? Are they sort of defensive to make sure you can execute on your inventory

how do you focus on this target in light of what copper tariffs could be going forward? Is that driving this production or just the unit economics in any world driving this production target?

Should I interpret that to mean that your level of conviction in the 600 million pounds target has increased over the last year or so?

Has that made any adjustments to, say, the pattern by which you would bring PB1N into operations or even PB4 through 7?

You mentioned hammer drilling with the ability to drill 200 meters a day. If I think about the total vertical relief between sort of haulage and the pit, that is a couple hundred meters. Some of th...

the Lone Star oxide expansion, for example, where has that moved in terms of discretional capital projects

third-party intervention, would that be arbitration or litigation?

there was an identified event of default related to evidence of mismanagement, diversion of resources at the JV

I'm drawn to your Exhibit 5 where you show March 2026 refining margins

is there a requirement that assets you add to the portfolio have to be quote unquote advantaged assets

what exactly you acquired from them

how should we think about moving modules, equipment into maybe U.S. projects