Patrick Cunningham

you seem to hint the broader deployment of renewables as a result of the crisis could be a potential positive for lithium demand. I guess, is that anything that you've seen already?

How have sort of the bromine supply and demand trended throughout the balance of the year?

anything else you're looking at in terms of productivity savings program into next year? And what would be the size of sort of the incremental carryover?

That remaining 50% piece not on long-term agreements, should we assume most of those follow spot mechanisms?

where are you cutting back investments in resources? And given the current program, how quickly can you repossession and invest in additional brownfield

If the supply disruption persists, would you need to put customers on allocation? How long does it take alternative supply sources

could you provide an update on the Alberta project in terms of offtakes timing and any update to costs?

Is there any dependency on the relationship with Yara at Darrow. And are these go, no go decisions being viewed separately?

should we expect that to be at a loss when the asset first ramps up given the debt profile and initial fixed cost burden?

If you decide to forgo downstream investment in NEOM maybe based on unfavorable regulatory environment, whatever it may be, what do the commercial options look like?

Can you provide some color on what was driving that and what we should sort of expect for step up or step down across all of the regions and equity income next year?

Does this change the dynamic at all for Air Products? I know you mentioned Darrow is cost competitive, but are there now fewer logical equity partners

What's your sense for the opportunity on productivity and price optimization for the core business? How meaningful will those levers be?

I'm just wondering what your latest thoughts are there. Any conversations with customers suggesting this could be maybe a short-term negative to production

could you provide a more general update on the World Energy Project? What is holding up the permitting process?

with the LNG out of the business, what should we expect in terms of the corporate line for 2025?

What is the target percentage for this mix by the end of the decade?

does the current channel inventory position support a return to more normalized purchasing patterns?

Could you provide an update on hybrid wheat or double cropping systems

how sizable has that benefit been in the first half of '25? And should that still be a sizable benefit in 2026

Seed production costs were solidly lower in the quarter and just want to understand the extent of commodity cost inflation hitting the P&L versus execution on productivity

I think this is the first time you kind of explicitly called out microelectronics within water

You previously noted, I think, free cash flow greater than 90% for 2026. Is that still the case?

Can you help us think about the margin progression for the second half given you've lapped the bulk of destocking

we should expect less of a drag from price in the second half?

could fresh restrictions be a potential retaliatory measure in this trade environment?

do you see any pressure on that outperformance, whether it's additional competitive dynamics, or changes with customer relationships

is there any update on Kalrez? How is that business performing? We had a few quarters of sharp destocking

would you characterize these as normal levels? And does it change maybe what the long-term margin target would be for the IndustrialsCo versus W&P?

Could you perhaps walk through any impacts of the conflict on maybe the 10% to 15% of non-polyolefin derivatives that are exposed to some of these tightening market dynamics

can you help quantify the run rate earnings contribution from some of these growth investments?

do you see any need for further portfolio restructuring actions on your JVs?

are China oversupply issues getting better or worse into 2025? And with the focus on more downstream specialties, would you anticipate taking any further actions on upstream assets

is most of your growth coming from deeper penetration of digital suites and productivity tools

you maybe give us an update on how your ability to monetize these technologies has evolved in 2025

How should we think about SG&A leverage, particularly in Pest and Life Sciences, next year as you start to lap some of the growth investments you've made across both businesses?

What sort of growth rates and margin accretion are you anticipating?

could you comment on any early interest in the sale? Were there any inbounds prior to the formal process?

On the divestiture to Bunge, can you walk through the strategic rationale? Any dissynergies that you see and help us size the business from a margin perspective?

what drove volumes lower in protein solutions and how should we think about the outlook there and overall food ingredient volumes for the year

how should we think about on-site volumes and potential earnings upside for the balance of the year

it seems like there's probably a heightened focus on energy security, deglobalization -- so I'm curious as how you're thinking about the potential

on the 90 new customer wins in oxyfuel combustion, can you just help us understand the specific customer base

it seems like we've lapped some of the tariff concerns, you started to see some uptick here

Just on the step-up in CapEx for 2025, is most of that being driven by the two large projects?

if you could walk through any of the structural changes you've seen from a cost curve and supply and demand standpoint given the conflict

if the reduced CapEx guide is a function of just recent asset sales or if there's a change in your maintenance CapEx or if the new $800 million on maintenance is the normal baseline

how would you weight the likelihood of any sort of inflection point in supply and demand or underlying prices and margins into next year

what sort of sequential lift should we be triangulating based on current visibility? And does anything in your view, support additional price increases that are out in the market

you mentioned closing 4 manufacturing plants in the second half. Could you quantify the fixed cost savings there

You seem to call out normalization to industry growth rates. It seems like you still have some nice marine products that are ramping up

you've previously quantified some of the industrial share gains at $100 million. I guess, first, is that still tracking to plan?

Aerospace continues to be quite strong over a 2- or 3-year stack. How should we think about growth levels over the next few years

Just on the Industrial Coatings subsegment within Industrial, you had positive volumes in the quarter. How meaningful were share gains here? And was there any evidence of some prebuying impact that...

what do you see as some of the catalysts to get consumer confidence off the bottom here

Have you seen any evidence of weakness quarter to date in order books

given the recent mega merger announcement, there's potentially some fresh disruption.

Can you comment on how underlying backlogs and activity, you know, evolved throughout the balance of the quarter and into July.

Just on the continued strength in res repay, can you comment on underlying market trends, backlogs and any concerns with pressure on the consumer

I'm curious on the latest thoughts on the M&A pipeline.