Loading…
Loading…
How do you see these factors playing out sequentially over the next few months?
the sort of premium there is going to widen. And as we look further out, the energy futures curve continues to ship lower kind of now into like the [ $7 to $8.50 ] range kind of later in the decade
how would you see the market dealing with any disruption to production there and the impact on pricing?
TTF futures have sort of been coming off the past couple of months have sort of gone from 12 and looking flattish year-on-year, sort of low 10s
you guys noted that you'd procured all the long lead time equipment now. So kind of just where did the costs come in there compared to the budget?
saw some cost pressure in the first half this year, both like on SG&A and your controllable non-gas production costs, which were both sort of higher year-on-year
you called out a couple of other components, there to the agreement I just sort of wanted to check
I just wanted to ask about tariffs. I just wanted to get your view on how you see that, kind of impacting the various sort of nitrogen derivative markets in the U.S.
just given the kind of the range you're putting out there now, I was just wondering how you'd look to kind of fund that
can you kind of just frame for us exactly how much are you curtailing production into 2Q
could you just kind of help us frame how should we think about the volume outlook there for 2026
the operating cash flow to EBITDA conversion this year has been about 45%. Typically, your long-run range is in sort of the 80s
you need to kind of hit 2 million tons or higher just to get to the bottom of the annual range in the second half. So I was just wondering, does that mean now you're probably pointing towards the l...