Colin Rusch

is there any concern that there's new regulations coming out of Europe in terms of compliance around supply not being able to come from China

NDA requirements for military batteries. We're looking at having to have entire supply chains in North America to meet some of those requirements

can you talk a little bit about the different behavior and concerns around regional nuances, tariffs, and security of supply chains between those three buckets of customers

Rather than acquiring new assets, looking at optimizing your cost of capital on the balance sheet

Have you seen any indication that they might start setting pricing in the market?

Can you just give us an update on your current thoughts on the evolution of the EV policy in China

Is there another cycle where you guys will have a little bit more leverage around contract negotiations and pricing as folks really start to attack the autonomous vehicle market

how are you thinking about cross cycle cash management and return on investment if we think about a three to five year time period

can you talk a little bit about evolution of your thinking on pricing and target margins for the platform

Could you talk about the cadence of your installation times and how we should think about that trending

is there any reason or opportunities for you guys to start looking at incremental acquisitions to scale

can you just talk about your pricing strategy? You get a little bit deeper into this, how much pricing leverage

can you talk a little bit about the mix shifts from direct product sales into some of these financing options

if we could get a quick update on the CFO search and that coming to conclusion?

are there situations where you could end up being used as temporary power for a couple of years and then have

can you just give us an update on customer traction outside of the U.S. and outside of Korea?

can you talk a little bit about the resilience in the supply chain around some of those critical materials

can you talk a little bit about the input prices, and your supply chain and any impacts on tariffs here

how much of the backlog is dependent on incremental execution on gas infrastructure getting put into place in 2025?

are there opportunities for you to reduce input costs on the US manufacturing?

as you move from Series 6 to Series 7 with CuRe, can you talk about the key technical elements that you guys are working on right now