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Could you just talk about what would have to happen organically for you to start to invest? Automotive is one of the harshest environments.
energy storage actually should be very easy given some of the customers now, obviously, with a lot of battery -- excess battery capacity in the U.S.
I was wondering if we could call out [ Oswego ] as part of the $80 million because obviously, your North America was raised while it looked like your Europe brought down 2%.
what is your knowledge of what's going on with NextEra? I mean it seems like it's so much more of a political issue at this point.
is it fair to say that, that minus 6% is sort of an industry number where we all are assuming a kind of rough Q4 based on tariff-related pricing
what do you think the industry is asking for at this point? Is it sort of 15% like all the other countries?
Should this be a tailwind of, you know, material form to margin in twenty-five?
Have you looked at those numbers for top customers, you know, where your top customers are for Q1 and full year
the determination of how much capacity you would want to keep in Mexico even after Orion is done
where do you think GM could theoretically sell more of these higher value-add vehicles
Is one of the pieces on the walk you talked about as some of the lower EV losses will be lower EV incentives
what are we missing between the wholesale pricing and pricing in the walk?
Could you just go through then if production is still 300,000 units or wholesale is 300,000 units? What are the specific drivers to the low end of the range
Was some of that wholesale growth actually EV inventory in channel, so that is one of the issues on the mix in Q4?