Katja Jancic

can you let us know how much of it you actually do purchase in U.S. for your U.S. operations?

we saw there was a change to Section 232 tariffs impacting derivative products. Do you see any impact from that

The unit cash costs in South America are moving higher. Can you maybe elaborate on what's going on there and how we should think about costs there over the next few years?

can you talk a bit about how could this impact the production cost profile over the next few years at Grasberg?

Can you maybe talk a bit about how could tariffs impact that outlook?

Is the $3.5 billion CapEx still attainable in this environment, especially with tariffs and other inflationary pressures?

What are some of the next steps that need to happen for copper to actually qualify for that? And is there any timeline?

Have you since then seen an increase in inquiries from manufacturers that could potentially try to reduce the impact?

Or are you thinking in any way to potentially look at longer-term contracts? Or how should we think about it?

are there specific products? Or how should we think about these type of businesses?

could you provide a little more color on what the, let's say, annual growth CapEx could potentially be in a more normalized environment without these major projects?

why not use more of the material produced internally?

how should we think about these costs over the next few quarters?

if they actually do not go into effect, there's upside to your current expectations? Is that fair?

Can you talk a bit more about what's driving that margin compression expectation?

the $3 billion CapEx that you're spending this year, that, that does not include any speculation for tariffs. Is that correct?

Brandenburg mill, how much did it produce this quarter?

What's your view on that? Are they right size? Is there opportunity for restocking over the next few months

Mark, I think you said that the mill is expected to reach 90% utilization by the '26. Is that correct

you talk a bit more what that means for your commercial activities? Specifically, does that open the door for you to start negotiating more longer term contracts

on Sinton, can you disclose how much of EBITDA the mill generated in 2Q

is the mill now at a point where it could generate closer to that $500 million annualized rate

Maybe starting on your raw materials or metallics needs, can you talk about how exposed you are to importing those