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Could you talk about what's really driving that? Like are there fundamental factors that are pulling on future margins
You mentioned that you're expecting robust ethanol exports to continue in 2026. I think India already hit its 20% ethanol blend rate target. So could you talk about other markets where you see incr...
the RMI factor is now at 70% this quarter versus 50% last quarter. Could you talk about what gives you the confidence to push that assumption up?
should we think of this implied Q2 guidance as somewhat conservative?
what what determines that? Is that just based on Bunge's execution?
Are there any signs in your system yet on a larger pole for soybean oil from from the renewable diesel space?
are you concerned that ethane might rise later in 2026 with the startup of three new natural gas pipelines from the Permian?
Are you seeing any benefits to U.S. MDI margins from tariff impacts that have reduced imports from places like China
Could you talk a little bit more about what you're planning to do with the cash saved from the dividend
Does that make the dividend secure for this year and probably next? And then after that, we'll have to see?
is it safe to say that polypropylene is actually weaker than polyethylene due to higher exposure to areas like autos and construction
Could you talk a little bit about the security of the dividend? I think the current yield is up to 12%
Could you talk about the potential tariff impacts to U.S. feedstocks? Do you see either U.S. ethane or propane getting backed up
the takeaway that your whole system is now moving heavier and that you're pushing out mostly lights with these, new Venezuelan barrels?
is this impacting MPC at all? Or are you having to find new markets for your product exports?
fair to say that this would be an additional tailwind on capture this quarter
are you considering shutting your California RD asset? And do you have any explanation on why D4 RINs aren't at stronger levels
how sustainable do you think this is? Should we expect strong diesel cracks for the rest of the year and into 2026?
were there any other factors that led you to exit the JV? And also, should we think about the proceeds as being earmarked for share buybacks?
do you have any views on the upcoming RVO? It sounds like there might be a good chance that the category gets moved up quite a bit
do you think that your R&D segment is on track for an EBITDA positive quarter in Q2
could you contrast demand trends in the U.S. versus your overseas market? And if you have any sort of a split between gasoline and diesel
does this change anything in regards to your RD feedstocks, and I guess in particular, are you looking to run less vegetable oils going forward?
Could you talk about the Canadian crude market? It looks like WCS Hardisty is one of the most attractive crudes out there
Could you talk a little bit more about the modeling considerations for your Gulf Coast cracker and PE plant that's scheduled to come online later this year?
Do you have a similar number, if there is one, on the LA shutdown impact for margin capture in the fourth quarter?
is that on the table for PSX bringing in a partner on the renewable diesel side?
I guess we're a little surprised that utilization might be coming down fairly significantly in Q3. Is there anything to read into that?
should we expect a pretty considerable tailwind to your Q2 M&S results from the falling crude price environment
Would you expect to increase your SAF production as we progress through 2025?
Could you talk about the additional levers that you can pull? And then of the delta of the new target, how much will the closure of the Los Angeles Refinery
are you using Jones Act waivers to ship both crude and products to the West Coast
were you able to record any 45 contributions in the ethanol segment
Are you going to be recording 45Z credits in your ethanol segment in 2026 due to the removal of the indirect land use change
What barrels are you pushing out to do? Are you shifting to an overall heavier crude slate
your indicator is up quite a bit, maybe $0.36 a gallon quarter-over-quarter. Are you realizing that improvement
do you think Wilmington would be able to compete with an extra 200 a day coming into that Los Angeles market
how likely do you think that proposal would be to actually be in the final proposal
capture moved up quarter-over-quarter despite tighter Syncrude dips and the Pembroke turnaround
you think it's reasonable to assume a quarter over quarter improvement in capture for the second quarter
Do you see momentum building for nationwide e 15
Is DGD a major importer of foreign UCO? And if so, how would you expect to replace those volumes
What kind of volumes does Quebec send to the New York Harbor