Chris Perrella

Given the $20 a kilogram spot price you guys experienced in the first quarter, I would have thought margins would be closer to 50%. So just kind of why were they so much better?

you did $75 million, $76 million in the first quarter EBITDA, higher in the second quarter. What's causing that to drop off in your outlook in the back half of the year?

how much could your resource production be up in 2026 with just the scheduling of those ramps?

Could you just walk through the puts and takes of the energy storage margins going into the third quarter and then going into the fourth quarter

the feedstock costs, you were expected to get slammed with that in the second quarter. Is that now going to hit in the third quarter

how much lower, I guess, are contract sales in 2Q? And how do the volumes ramp over the course of the year

where do you guys see maintenance CapEx on a go-forward basis when everything settles out

how much flexibility do you have in the capital outlays or how much more of a step up is required to shift production or serve customers in a new region?

Could you go in a little more detail about the moving parts of II and I and its outlook for the second half of the year?

can you kind of bucket the capital outlays for '25, '26 on the larger product projects and what the underlying spend is there

With all the moving parts in the first quarter, is EBITDA growth positive in the first quarter with the turnarounds