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can you just clarify your comments on guidance coming at the top end of the scenario ranges?
have you seen any change in buyer behavior either getting ahead of or whatever else to deal with the higher pricing in the lithium market?
any early thoughts on potential cost improvements or benefits from this route versus your traditional solar evaporation route?
how much higher cost is that asset than your Chinese conversion assets? And what lithium price would you need to see to restart Kemerton?
How should we think about volume growth beyond 2027 in the 2027, 2028, 2029 timeframe?
how much supply do you think is being currently curtailed? And versus the high of lepidolite production, how much is production down today
has there been any change to your lithium demand outlook? If it hasn't been, has the bias moved to the upper end of that range
How much of global supply is offline? What's happening in China vis-a-vis some of the integrated -- non-integrated producers
Can you talk to what you think underlies the recent pricing volatility in China over the last, call it, months
on your realized lithium prices in Q4, what was the difference in spread between your spot sales and your contract sales?
I believe back in Q4, you were saying that roughly 10% to 12% of global lithium supply was shut down and curtailed due to lower prices. Is that still a good estimate?
If the project was at full production capacity in 2027, hypothetically, what would the financial impact be
do you need additional price increases to offset these higher costs you're incurring in the Americas?
just on the Americas margins, they were, I think, lower than 3 years. You mentioned power cost turnaround expenses
on Darrow, mentioned a high bar for that project. So is the base case still it does not move forward? And if it does not, do you have projects
you're targeting double-digit return on the go-forward CapEx, how should we think about the returns on the $2 billion of capital already invested in the project?
If you do move forward with that project with these offtaker partners you suggested, what would be the CapEx remaining to Air Products?
is the 20,000 headcount you're targeting a new base? Or could it go lower from there?
what's the initial savings from the first tranche of roughly 1,800 people being let go? And what's the cadence of those savings?
in six months' time, the project has basically doubled in cost and been pushed out by two years. So when - I'm not clear when the company became aware of this?
in the Americas on volume ex-helium, were volumes down around 3%?
can you talk about the equity affiliate income decline and what drove that?
How much of the headcount increase through the years is related to the Clean Hydrogen projects?
just on the North American growing season, any share gains you can point to in either corn or soybeans
do you expect any impact on farmer behavior and buying decisions given what we have seen on the cost side?
can you discuss your U.S. order book for the upcoming year? And how the pressure on farmers is manifesting itself
Year-to-date, your sales are up about 7%. So why are they growing faster for you guys right now, do you think?
Can you talk to what you're seeing in terms of the price of Chinese and Indian generics?
Would it could it ever make sense for you guys to separate out crop protection from seeds to enhance the equity value?
you noted some improvement in those markets. Is that mainly data centers or other areas are expanding as well?
can you talk about the weakness in those markets? And how much is it down for you guys in Q1
are there any opportunities longer term from you being a more U.S. supplier, reliable supplier at lower cost overall down the road?
you're agreeing to buy rights and insurance proceeds from Chemours. Can you discuss why you're doing that and what that means
organic sales growth did slow versus Q1 or the rate of growth is slow. Can you talk to why that occurred?
can you quantify the impact of the pull-forward of semiconductor technology earnings into Q1 versus Q2?
our Kevlar and Nomex core to the new DuPont. I would have thought they would be, but it sounds like they may not be
in Semis, you referenced flat sales in China in '25. Can you give a little more color as to why that's happening?
just on North American construction, any signs of progress in either resi or commercial?
can you talk to how much your production was exported in Q2? What do you expect for Q3?
what does that $0.26 of global margin expansion imply for the $0.30 you have announced for April and the $0.20 for May? Does that include a portion of those or all of those?
can you discuss how you will be able to keep CapEx below D&A as you ramp up the spending on the Path to Zero project?
Can you remind us where you think that number is? And how do you get there from this year's levels?
how are you thinking about the impact of the Chinese tariffs on imported U.S. Polyethylene and how that might impact domestic polyethylene prices
on the cost-savings you announced today on the direct costs, are those permanent or are they somewhat temporary?
Given the 100%-plus growth rate in the first half of the year, should we update our models to a higher growth rate
on CoolIT, can you help us with the $0.20 of dilution in Q4?
Is your confidence in a back-half recovery just because of easier comps? Are you seeing some underlying improvement in these end markets
on the price surcharge, how much did you realize? And with the surcharge now fully in place, should we think about this 3% pricing continuing for the next perhaps 2, 3 quarters?
on U.S. surcharge, do you still expect to realize roughly half of what you announced? And are you seeing competitors support for this surcharge?
Can you remind us the success of that surcharge? How much did you realize versus what you announced?
on the 2025 bond growth, there's 2%, is that faster than the market? And if it is, how much faster than the market is it?
in Fragrance Ingredients, how much of the double-digit growth was driven by an easy comparison versus underlying market improvement?
just on the R&D effort, where do you stand on this journey to reinvigorate the R&D pipeline?
when do you expect to complete your evaluation of strategic alternatives? And if there -- if you do decide to pursue a sale of this business, is any portion of that could be retained going forward?
what would need to happen for IFF to be at the low end of your full year range of 1% to 4% on sales growth here
Do you need much of any macro improvement to get to double digit 10 percent E.P.S. growth next year?
on electronics, I know you're expecting a couple of large contracts this year. Are they still in progress on the come for this
there's been some confusion, some conflicting on new stores. Can you level set us as to where you stand on that project
just on Europe, are there are you seeing any signs of progress in that region? And I did see that pricing did slow to plus 1% in Q4
one more try on '26. Do you need base or organic volume growth to achieve your EPS growth algorithm next year?
your price/mix has been very stable over a number of years. Do you see any risk to not getting future price increases given the weak macro we're now in?
On your guidance, you lowered it by roughly $0.30 FX was the vast majority in the Americas due to weak manufacturing
on polyethylene, the consultants are calling for a $0.10 decline in July
Can you talk to why that you think they were probably being too bearish on PE prices in the back half of the year
why not just cut dividend, invest that cash into your project pipeline because investors do pay for growth and move on from there
how are these plants still running? Is it cheap Russian crude? Is it government support? Are they not allowed to close
on MoReTec-2 and the decision to delay FID, was that due solely to the market dynamics? Or is the element of trying to conserve cash as well
how do you think about the impact of potentially reduced U.S. polyethylene exports to China on domestic supply and prices
Tim, just for Refinish, to be clear, do you expect volumes to still be up in Q3? And if so, how much?
on the 20% -- on the price increases you've announced, how should we think about the realizations that you will realize
can you tell us what the growth the sales growth was in 2025? And are you at all capacity constrained in '26?
can you talk to what drove the change in your full year guidance and resulted in implied Q4 guidance coming in below consensus expectations?
Should we think about volumes being up maybe 1.5% to 2% in Q3 and 2% in Q4? Is that a good cadence for volume growth you're looking at in the back half of the year?
just on global architectural, I know margins are under pressure here. How do you expect margins to trend in Q2? Any relief from the pressure you saw in Q1?
on Comex, how much was the business down in Q1 and what gives you the confidence that the business will come back over the next few quarters?
you're expecting full-year segment margins to be up 50 bps and down 150 bps in Q1. How do you expect margins to trend, I guess from Q2 to Q4?
just on DIY, I saw it did tick down versus the prior 3 quarters of it being up.
On your guidance for raw materials, you removed the term
can you discuss the impact of the severe winter weather on your current demand trends?
why wouldn't you not raise prices next year just to apply maximum pressure on Pittsburgh Paint
you mentioned potential deterioration in the back half of the year in demand. What gives you that caution and if it does occur, where do we expect to see that deterioration?
On the North American DIY, is weakness getting worse given the pressure on the consumer? How do you see the rest of the year playing out?
on the share gain opportunity, can you help frame how that looks to you in terms relative to the PPG business?