John Roberts

Assuming this year plays out according to plan, where do you think your debt level should be this time next year?

Could you talk about the differences between China and ex-China lithium market pricing?

I think you said you modeled CATL's capacity coming back this year. Could you share when you modeled that back online?

do you fall back to flat lithium volumes here at some point in the next few quarters? Or what's your volume growth outlook?

do you have an opinion on how hard or easy it would be for US and European EV makers to copy some of the recent Chinese breakthroughs in cell pack design?

I believe IGO guided for essentially flat 2025 volume at Greenbushes. Can you confirm that?

you're targeting sustaining CapEx of 4% to 6%. Is the percent of sales the right way to think about targeting sustaining CapEx

do you have any material customers in Asia that are down because of raw material supply constraints, either refineries or chemical plants

Are you and Yara basically on the same page with respect to the risk around CBAM, so that it's not a key issue to getting closure

is contracting for new electric power an issue at all in bidding for new ASU business with all the data center competition

Is Section 27 a key issue to watch here? And do you know what the next step is on Section 27

Are you still anticipating doing ammonia cracking in Europe and building an ammonia cracker there?

Could you give us an update on the plan to use third parties at Darrow for both ammonia and the carbon capture and sequestration?

Do you expect any material recovery on what's already been spent in Louisiana, for CCS and ammonia?

Uzbekistan is a relatively new plant, what upgrades does it need?

Do you think the search for a President could be over before the proxy is filed for the shareholder meeting?

When you talk about desalination, is that municipal to you? Or is that industrial to you?

Could you provide some margin on the four subsegments, water, health, building, and industrial

your Asia Pacific sales were down 2% organic. Was that water supply chain contraction again

Where are we on the discussions with MSCI on reclassification

how much EBITDA would you divest about going below the minimum requirement?

Could you give us a little more granularity for the Diversified Industrials segment, and will the 10-Q have any more additional reporting

are you planning on keeping Water separate within IndustrialsCo that would preserve the option for a spin later on

Are you planning to change the name of IndustrialCo? And any progress on industry reclassification?

Do you think the duration of the overcapacity in polyethylene, siloxanes and polyurethanes are all in sync?

How much EBITDA is involved with the new JV with Macquarie?

Is your inflation higher on raw materials? Or is it higher on your CapEx because you purchase a lot of equipment

Can you talk about the factors that could drive the higher end or lower end of that range?

In hospitality, you use a metric called seats in the seats. Could you give us an update on that?

With the balance sheet now in great shape, how would you characterize the pipeline for inorganic growth?

Is the surcharge primarily around covering the costs related to the dispensing equipment?

could you discuss the accidents that you had and how much of the earnings headwind was the accidents versus the increased spending on pest intelligence?

are there material glass fiber draw capacity expansions associated with that

what would be the approximate breakdown between semiconductor wafers and modules

What percent of bare fiber is currently used internally for cabling? And are you importing any bare fiber into the U.S.?

is the recovery in earnings fourth quarter? Or is it out into 2026

Your $0.01 to $0.02, that's basically Scope 1 and 2

a customer moving their production from China to India that's there. Is that something that would be material to Corning?

the Hemlock minority interest income surged. What's going on there? And will you break out Hemlock sales beginning in the March quarter?

How do you think about the risk of the BEAD program being reworked and maybe satellite playing a more significant role?

Have we been seeing any acceleration in the reformulation of food products? And is that maybe part of the reason for the continued strength in the Flavors business?

Health & Biosciences is pretty diversified. I think you called out animal feed and food at the stronger end, and it sounds like health is going to be at the lower end. Maybe could you give us some ...

what were the year ago comps for flavors and food ingredients? I'm trying to get at whether the two-year stacks on growth for flavors and food ingredients are significantly different

how much of International Flavors & Fragrances Inc.'s raw material spend is potentially exposed to tariffs here

I think China is lowering the prices quickly on electrolyzers, the same way they did on equipment for solar and wind

Your competitor had a large nonrecurring helium sale in the quarter. Does that take down industry helium prices?

how long do you think it will take to get your pricing to get spreads back with the underlying polyolefin cost increases that are being passed through there

When do your catalyst sales peak? And more importantly, when is the drop off then in the new start-ups of the companies that you've licensed

Do you expect any of your JVs are going to get merged with other companies or some other restructuring

how much higher do you think costs are going up for the smaller competitors who maybe buy raw materials through distributors?

Could you talk a little bit more about the depths of the AI reformulation activity going on?

BYD recently had its first down sales month in 2 years. How are you viewing the overall Chinese OEM vehicle outlook?

Your buyback activity moderated a bit in the June quarter. What should we be thinking about for the second half?

Assuming the tariffs stay as is, how long before you see customers repositioning production? And do you think you'll have to idle any of your auto OEM paint lines?

Could you talk about the $100 million new win for industrial? Is that related to a major competitor pulling back or is something else driving that?

I know there are moving parts on raw material inflation. But how are you thinking about margins in Q2?

can you provide an update on hiring of the Head of Semiconductor

is CMP used in advanced packaging as well? Is there a planarization step before the devices are directly connected

how will we get additional financials like the full balance sheet, full income statement

Your trend line growth targets are for semiconductors to grow faster than the Interconnect segment

Do you see anything in the proposed actions that you think could help out the end markets materially

On the SG&A outlook for 2026, I guess, could you help us to think about what you're factoring in?

In your packaging coatings performance is impressive here. Have we recovered to new highs since the correction you had?

Could you talk about where you think industry gallons are down in the U.S. by subsegment

Where are the CapEx reductions coming from? And think the new accelerated depreciation is retroactive.

Could you talk about the high single digit growth in Protective and Marine? PPG kept that part of their North American architectural business. Is there some disruption going on

Do you expect non-resi to be down all 2025, or do we have easy comps in the back end of the year where you might actually have some positive comps?