Kevin McCarthy

I was wondering if you could speak to the quarterly cadence of your lithium sales volumes

does Albemarle have any visibility at all into whether your lithium molecules end up in an EV versus an energy storage system?

I would welcome your latest thoughts on potential to acquire lithium capacity versus build it

Can you comment on your outlook for 2025 in that end market? And is your share in grid storage higher or lower or about the same

as the tariff regimes continue to evolve here. Are you managing the company any differently today than you were last year

Can you speak to your degrees of freedom on the supply side of the helium market? I appreciate you have large inventory buffer

Can you speak to what you're baking into your financial guidance for volume growth in the back half of the year?

can you comment on the expected timing of that event and the specific trigger

can you comment on the sequential price change for helium and whether or not your Asia price of negative 1 would have been flat or possibly positive

Can you elaborate on the decision to sell to coal gasification projects in Asia curious about what exactly you're divesting

Would you comment on the market for rare gases, like crypton, xenon, neon, are you seeing any escalation of competitive intensity in Asia?

when do you think we might turn the corner? And how might you rank order the most important drivers to get those returns higher

I think Air Products is pursuing partnerships for sequestration and also, as I understood, financial partners with an eye toward project financing. So how are those discussions going?

I think Air Products has signaled in the past that you would intend to be free-cash flow positive in fiscal 2027, I believe. Is that still the case?

would it be contingent upon bringing in a partner and/or project financing in Louisiana, or could you get there on an organic basis

you might walk us through some of the next mileposts that you are most focused on in terms of the pending separation

do you expect that to happen in 2026? And what might it mean for Corteva over the medium to long term?

can you discuss how credit market conditions are evolving for growers in Latin America and what that means for Corteva

I want to dive into fungicides, which was up 40%

talk a little bit about the ramp to the economic opportunity. Are you still on track for a 2027 launch in hybrid red winter wheat?

crop protection EBITDA margins increased 800 basis points year over year

Would love your thoughts on that subject in terms of physical damage to assets in the Middle East, new plants that we thought might be starting up that are in fact unable to do so

Can you talk about the variances that manifested in that segment versus your prior expectations?

How are your October and November order book shaping up relative to normal seasonal patterns?

can you elaborate on how and why, I guess, you've expanded your scope of strategic review there with emphasis on polyurethanes

I was wondering if you'd walk-through your view of non-operating sources of cash-flow and uses in 2025

It looks like you were able to decrease your ratio of SG&A to sales by 130 basis points in the March quarter

Is that to do with the aforementioned normalization or stabilization in basic industries? Or are you expecting your higher growth platforms to accelerate as well?

is it purely cyclical? Or do you see any structural elements that may argue for pulling some levers?

I'm curious Christophe as to whether or not your thoughts on capital deployment have changed at all, with the external environment being so volatile

The relative margin differential between your US businesses and your international businesses and whether that's stable or narrowing or widening

finished on a somewhat stronger note. Can you elaborate on what drove the margin uplift there of 160 basis points year over year as the

Can you just elaborate on strategic rationale there, long-term opportunity, structure of the venture and timing of that cash investment

how much incremental volume opportunity do you think may be available again, through long-term contracts that you're pursuing

If I look at your Americas number of plus 2%, I think that's the best that you've posted since the third quarter of 2022

would you comment on your U.S. Packaged gas business sales trends with regard to both gas and rent and hard goods

you commented in the prepared remarks with regard to electronics, that you expect robust growth for some time

what impact, if any, does the passage of the One Big Beautiful Bill Act have maybe internally for Linde?

I'd be very interested to hear your updated thoughts on the near term, what you're seeing and hearing from your customers in April and May across end markets

that business earned quarterly EBITDA between $1.5 billion and $1.6 billion at the last peak in the middle quarters of 2021

I'd appreciate your updated thoughts on the U.S. Gulf Coast market for polyethylene

can you talk through the third quarter dynamics that you see in the Intermediates and Derivatives segment

I'm curious as to whether your forecast of things like demand growth and price premium levels have evolved at all

I'd appreciate your updated cycle view on the propylene chain or polypropylene

I think you made a small acquisition recently in [ Ozark ] as part of [ Traffic Solutions ]. Curious about that deal

I think share gains are a meaningful part of that. So I was wondering if you could talk through the Performance segment and maybe help us conceptualize the gains

I was wondering if you could unpack the sales guidance that you've provided on Slide 11 for global architectural coatings in particular

how do you expect volume to trend through the balance of the year? And how much of the implied improvement in the progression relates to potential macro uplift

have you implemented incremental pricing since the onset of the war on March 1

regarding the 7% price increase that you'd expect realization to be in the low single-digit percentage range.

Do you have any price increases on the table that you care to call out for consumer brands or across the Performance Coatings Group.

you doubled the size of your previously announced restructuring program. Wondering if you could elaborate on the magnitude and flow through and sources of the savings

one of the things that changed relative to last quarter is you announced in February an agreement to acquire BASF's architectural business in Brazil. In that context, I was wondering if you could t...

you mentioned in your prepared remarks you're pursuing increases in consumer and performance coatings