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you're talking about Q2 margins guidance or commentary as if spot prices hold Q1 levels. Our prices or market prices are actually higher in Q2 than Q1. So can you talk about that?
one of your JV partners really went public the other week and talked about safety, and it was in the prepared remarks, and it was very aggressive in wanting to call out to the public what they feel...
you should be achieving mid-50s EBITDA margin in Energy Storage in Q2. You talk about $4 to $5 a kilo of conversion cost now in Kemerton. Were you talking about that is your absolute cost you see t...
if you look at Q1, you are talking to $20,000 per ton is about the spot. Right? You said that is what January price is. So should you be delivering mid-50s EBITDA margin in Energy Storage in Q1?
what will Albemarle be? Are you worried about not growing proportionately with the industry?
Is the hype real? Is it being exaggerated? How much tangible evidence do you have of accelerating growth rates in ESS
is that a project that is strategic to the U.S. to the point where Albemarle want to start doing due diligence with different government organizations
one of your JV partners I agree, which is talked about first ore at CGP3 end of the year, not first concentrate
Are you starting to see some discussions with your customers asking questions as the lithium price keeps sort of eroding slowly here?
would you first agree that what's caught the market off guard the last couple years is not demand. Demand's been fine. It's been just supply
it seems like there are actors in this industry that are maybe manipulating price, maybe don't have the same objectives as Albemarle
how much of the half of your sales here that are contracted floors? Do we expect the floors have to be negotiated?
Can you give your opinions on the bifurcation we are seeing in U.S. nitrogen prices versus offshore pricing, seasonality, and the strength of imports into the U.S.?
On Yazoo City, when the plant starts, hopefully, end of the year, will it look the same as it did before. Will the mix be the same?
If CBAM for fertilizers goes as it is, if there's some suspension on fertilizer, if you get some offsets and other cost subsidies that sort of offset it. What does that mean for a, your business, j...
do you know if what's happening in Yazoo City, is this going to be an outage that's order of magnitude days, weeks or months?
If you brought forward $75 million of maintenance CapEx this year, does that mean that next year, you should be run rating $425 million CapEx on your non-Blue Point network?
Can you talk about a report that came out yesterday around the time you reported, it seems like maybe if it's true, you've got a few days or a week of no loading happening at D'ville
talk about the market. It's obviously been quite a hot spring market in the U.S. for urea and UAN. Maybe talk what you've seen
you see other golf producers, the capital inflation we saw on products a decade ago, early last decade, the problems with labor rates
I think you said that run rate sort of CapEx next year might be $750 million to $800 million. But when you look at your Slide 11, I think, you add up the numbers, assuming $500 million maintenance,...
you're pointing to EBITDA being maybe $200 million or $300 million lower. Can you talk about what that means, if it means anything
You talked about in the past couple of quarters that maybe you weren't layering on as many strips or hedging as you had
Can you just first talk about how much of earnings from Q4 got pushed into Q1?
can you talk about the bridge for 2026 and what has changed versus a few months ago?
I went back to your Investor Day deck from late 2024. And if I compare your -- how you're showing you're going from a net outflow payer of royalties to becoming positive
Have you had any time or ability to get or better take on what your dis-synergy cost -- dissynergies might be?
on a $100 million EBITDA raise, you're upping free cash flow by $300 million, the conversion is better
Like how much risk upside, downside is really in the second half there, are we talking $200 million, $100 million?
Could you talk about the cadence of the earnings and earnings growth across the years?
can you maybe elaborate on what you're seeing from the end customers and the dealers, you weigh that caution between sort of crop prices
Can you maybe Bruce dive into what is the difference between a good day and a bad day
these $50 million of extraordinary costs, how do these exactly ramp down? If you can give us as much granular as possible
we saw Belarus exports be, I think 1.1 million tons in April, so even higher. It doesn't seem to have any kind of supply issues