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could you speak to that market opportunity for Bunge from this development?
where is your view on where the administration will land on absolute volumes? And the half range generation concept for imported products and feedstocks?
what are your thoughts on whether the administration will pursue the half RIN concept for foreign feedstocks
Could you speak to any material projects that were underway at Viterra and if you're seeing new opportunities for growth investment from a Viterra perspective?
Do you guys have a sense of how material ILUC is on average? And then as a build on that from an OBB perspective
how do you see the interplay between SBL and other seed oils as it relates to food in the U.S.?
Do you expect a more favorable assessment for SBO and winter canola based on industry feedback and your interaction with the administration on 45Z?
Could you speak to the amount of camelina and safflower that could be processed as feedstock for their biorefinery or the mix that they're solving for
we've seen the spread between RBD, SBO, and crude SBO collapse to historically low levels. With the understanding that the majority of refiners are buying crude versus refined
is there merit from a carbon counting perspective for canola to have a materially higher CI than SVO when you evaluate ag and processing practices?
how are you guys thinking about managing your Waha exposure? And could this amount of incremental egress lead to favorable in-basin exposure if oil prices remain depressed?
I'd like to go a different direction with it and ask for your perspective on how your PVIs compare across the basins
how much further could you compress costs if you were to lean into that asset given the constructive gas backdrop we have?
how would you characterize what's leading to your success and how you're positioning Coterra as a partner?
what price do you see as the next tipping point in all activity, assuming current service costs
would it change your view on the areas and intervals you develop in the Delaware over your 3-year forecast? And I'm primarily thinking of Culberson
could you perhaps speak to where those conversations are for you and what basins and what role you'd like to play in that arena more broadly?
would you expect both the Anadarko and Marcellus to return to growth over the next three years if the gas market plays out as the strip indicates?
should we think about the increasing role international could play as we exit the three-year period
how does that compare versus some of the premium U.S. unconventional oil basins
how are you broadly thinking about the amount of exposure you’d like to have in the LNG markets versus domestic markets?
could you broadly speak to your views on service prices in that environment and the structure of your service contracts
where do you view mid-cycle pricing now in light of the current Middle East conflict and the risk premium associated with that?
How large could you reasonably grow this position beyond 200,000 that you're highlighting on the slide deck
I'd love your take on the view of that interval and your position over in Pecos
Could you perhaps elaborate on the degree of uplift you're seeing in production on average for dollars spent
How would you characterize the support from your peers out of basin and the pushback within the basin
what price do you see as the next natural tipping point in activity or the point where you firmly press on the brakes
how should we think about the capital and production impacts from your agreement with Double Eagle to accelerate
any color that you can paint around the kind of counterparty and scale of this development?
it seems in your messaging that there is certainly a heightened urgency year over year among the hyperscalers
I'd love to hear your thoughts on how the opportunity set for power and data center development has evolved for TPL
could you speak to some of the things that TPL is actively doing to drive the strength in the business?
the investor believes Bolt's ambition is to build a 10-gigawatt data center campus in West Texas and that each gigawatt could be worth over $125 million in water revenue for TPL
how would you characterize the competitive landscape in the Permian at present and the opportunities really you're seeing across the broader Permian footprint
assuming flattish activity, what's a good run rate for that business? And how much of your water sales today are recycled barrels versus water from source water wells?
Just wanted to focus on how you're thinking about progressing desal beyond Phase II and Phase III and the degree of conversations you're having with the industry
I'd love your thoughts on the Aris acquisition by Western while we look at it and question it from a timing perspective
I'd love for you to kind of speak to just your cost objectives for the 10,000 barrel per day desal facility?
how do you see each of those businesses performing in the second half?
could you guys just maybe speak to your expectations for additional announcements based on the dialogue you're having with the industry?
Do you have a sense on the underlying growth in produced water volumes across the basin before activity adjustments are considered?
with those 3 larger pipeline projects that appear to be moving forward with WaterBridge, Western and ARRIS, how does that impact you guys?
could you guys offer some perspective on the M&A landscape in the basin at present?
How are you thinking about the turn-in-line quarterly run rate, if you will, for oil and gas royalties?
could the Trump administration make any federal changes in policy, which could open up greater amounts of pore space in New Mexico
how confident are you guys in achieving that $0.75 per barrel treatment cost with a commercial scale facility?
Where are you seeing the greatest opportunities today between royalties and surface?
Could you further elaborate on the potential desal synergies with behind-the-meter power generation and data centers?