Brandon Bingham

what you guys are seeing for refined products and crude and what that might mean for your export business

what you think the go-forward cadence should be for Permian processing capacity

do you see any potential for more of the same types of deals on the horizon given this recent M and A news

Is there a chance that some of these projects get sidelined? Or maybe conversely, do you think there is a chance that Permian growth actually accelerates

could you remind us how much is currently committed? And then where do you see the most pressing need to deploy capital

would you consider maybe increasing activity and equity investments potentially into areas where you currently do not participate or operate any assets maybe like in LNG

if you see maybe a growing opportunity to capitalize on some of these defers prices

Could you just talk about what margins were baked into that $200 million number and how those compare to what you're currently seeing

how sticky those volumes are and kind of how you see that progressing throughout 2025

talk a little more thematically about some of the dynamics you're seeing in the refined products market

Is any of that tied to the dynamics created by the Iranian conflict?

what you guys think the longer-term market dynamics are in California for the refined products market

Could you maybe discuss some of the incremental opportunities you see maybe outside the Haynesville

Could you discuss some of the areas you see outperforming expectations in 2H

Could you help frame up how the new volumes expectations compared to maybe the various midpoints within the businesses?

I wanted to maybe talk about your Permian processing capacity portfolio and how you see that sort of evolving in light of all this resilient gas production?

I was just wondering what you guys are assuming price-wise within each of those buckets and how that might compare to current strip prices

Just curious if you have anything to share. What is kind of the latest and greatest there

if there's any maybe more singles, doubles, things that aren't being highlighted that you're seeing could kind of stack up

how much of that, if any, is going to be hitting 2025? And then just kind of how we should think about '26 versus '25 growth spend?

how much opportunity is there to continue that trend of plants in service early

Is there potential for something more than just a modest pulling forward of incremental pads thinking '27, '28 and beyond

if you could maybe break that out between oil, NGLs and gas, especially you have a dollar budgeted for 2026 for Waha prices

Just wondering what it would take to see you come in at the higher end and what you kind of see as some of the various puts and takes there

is it just possible that maybe some of those illustrative plans outlined in the slides starting in 2028 could be pulled forward into earlier years? Or is maybe they're a way to, instead of a 1 to 2...

just how we can maybe think about the payout target of 40% to 50% and how that might shape up through that point

if there's been any discussions with customers or if there's any contemplations within the development schedules that you're getting for delineation efforts on deeper benches

if you might consider any other alternative levers like a special dividend or something

deals announced recently for gas pipeline assets, and the chatter suggests the marks were quite healthy

Wondering what some of the latest and greatest commentary you're hearing from producer customers in that basin

if you could maybe provide some incremental detail about the 30 or so projects in the backlog

if you could provide some detail around some of the drivers behind it, activity schedules or just. Whatever you're seeing baked into that outlook