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Can I ask if you bid on this project? And if you did, why you don't think you won
when -- do you kind of agree with that view, but is there an opportunity to catch up on the price differential?
there's like 1 million tons of urea in that production. And effectively, it was supposed to be started up or starting to start up by the back half of last year
how much of that has been announced? What do you think the rates are that those plants are running?
what do you make of some of the larger capacity functions for urea that CRU has kind of noted or flagging coming to the market in the next 5 years in China
how much do you think ultimately could get moved into, say, Asian energy markets for shipping, right? Like what's the -- how much tonnage can that ultimately be?
how do you prioritize the new markets? Are there anything beyond that? Are you looking at fruits and veggies more broadly?
it seems like the volume incrementals are big
would you say you benefited at all from the absence of dicamba this year?
health care sales seem to be like accelerating quite a bit. I wanted to just dig in a little bit more on comps versus market versus owned portfolio position for 1Q
is there kind of an ongoing propensity to be able to push surcharges in a world where this gets increasingly sketchy
what is the average margin uplift? If you were to look at the vitality index
is there any hope to establish annual pricing initiatives in any of the businesses that could be enough to actually drive, you know, structural pricing gains
where is -- where is that construction business comping? Is it like minus 2%, minus 3% in this quarter
Can you just parse that out a little bit on a segment basis
where will we begin to see the tangible evidence?
Is it possible that multiplier has been diluted because domestic sales year-to-date are up 1%
the $0.20 per share dilution that you're talking about per quarter, is that math based on the 30% sales growth
What's the feedback and any wins learnings you can take as you deploy this to, I think, it's the top 25 customers in 2026
Do you have any idea how much that contributed to organic growth in the quarter
Margins in Life Sciences were pretty strong in the quarter. Can we just dive into that a little bit and maybe what's driving the expected quarter-over-quarter drop back towards the mid-teens
European energy price is clearly up from pre-conflict levels. And I know it gets passed through on Onsite. But how are you managing merchant and package pricing
Manufacturing as an end market looks to be pretty weak. On a one-year and two-year stack
I think this is like the first quarter in some time where pricing didn't really move up sequentially
we have this deindustrialization of Europe. We're probably in the early innings of just chemical plant closures
you ran O&P Americas at like 90% rates in the second quarter, but are targeting 85% in 3Q. At the same time, you're expecting better rates in the third quarter. So can you just flesh this out
Why isn't that lower end improving at all, just given what we've seen as it relates to kind of market prices moving up
is it like realistic to hit 2 million tonnes per quarter for phosphate
are you seeing better competition? Are there pushes to adopt local suppliers for the auto companies?
I wanted to walk through some of the corporate cost inflation and bucket some of this stuff out
I think you said like $75 million of self-help actions and cost savings would hit 3Q. And in a vacuum, that should be able to really get you more than what you're expecting
would you look at or participate in any asset sales on the backs of the kind of the pure merger going on?
Can we just flesh out briefly the 4Q implied guidance and the deceleration in year-over-year growth?
Can we just dig in a little bit on the supply chain inefficiencies? And why they maybe appear to be a bigger headwind this quarter.