Nitin Kumar

what's your view of WCS spreads given that you're seeing some of this other heavier crew from other parts of the world hitting the Gulf Coast

where do you see the M&A landscape right now, particularly in Lower 48

You mentioned that you hit some critical milestones at Willow. I'd love to hear a little bit more about that

how do you see the trajectory sort of beyond fourth quarter? Do you expect a bit more ratable oil volumes in 2026?

Should we expect that these new volumes will be really met by sort of a reallocation of in-basin?

how long do you think this weak environment could continue between the demand that has been destroyed a little bit and then the supply that's coming on.

If commodity prices do weaken from here, how do you prioritize between buybacks and debt reduction?

when do you expect to get to sort of a run rate in the Marcellus where you're holding somewhere about 2 BCF a day flat?

Some of your peers and partners have talked about power generation and supplying power for data centers out of the Permian. You have some capacity.

Given the events in the last eight weeks, any change to the pecking order of those priorities

You talked about EURs in the Gulf of America being 9% above what you expected. Could you maybe talk a little bit about what you're seeing there?

Could you break that $2 billion to $3 billion between your upstream and downstream a little bit?

How would you characterize the productivity of the Delaware program this year versus last year?

could Bahrain be the same scale or bigger over the years?

is there a way for you to quantify what is your ROE on this growth CapEx or anticipated ROE on this growth CapEx

How do you think of the balance sheet beyond '26

what is the cadence of the deferred TILs, the DUCs? And then at what point do you expect to start seeing the spending on the productive capacity for 2026

could you maybe talk a little bit about what do you think the chances are of that pipeline being built? What might the timeline or the commitment required look like

One of your peers talked about increased nonoperated activity in the Delaware Basin

What catches my eye is the sub-30 bucket. How much of that is unconventional? Because we hear a lot about shale inventory depth and exhaustion

as I think about rolling those savings, could you talk about how Lower 48 spending might trend in 2026, given the efficiencies you're seeing

what would be a good, steady sort of run rate for the Gulf of America, let's say, in '26 and '27 from a production standpoint

Just maybe some thoughts on what do you see the mid-cycle or sort of at least 12-month view on some of these spreads

Could you give us a little bit of an update on the power opportunities in the Gulf Coast