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Obviously, we had the Big Beautiful Bill come out. I think there's some treatment of depreciation, which may be changing. Can you talk about how that impacts potentially the return calculations
JERA has an option to reduce your stakes before the end of the year. If you can just give us some clarity on some of the conditions there
the outlook from a demand and market perspective, you've found to be, I guess, positive for the project
Any chance we could see a pull forward in terms of those targets?
how you think North America is shaping up for crop protection?
you took the full year production guidance up. Just curious, maybe on the third quarter, you had basically in the second quarter, idle cost of $26 million
If we can dig into the EBITDA upside you were talking about for the second quarter, maybe what's driving that potential $150 million
for 2025, the remaining cost savings from the $150 million, how much of that is going to be coming from Fertilizantes
walk us through any final milestones we should be expecting as you move towards completing the feasibility study
Can you remind us sort of what type of levels we should expect from Ahafa North heading into the fourth quarter
You talked about $10.3 billion in CapEx required for your Peruvian projects.
Can you just talk about how the grades have progressed at Toquepala and Cuajone? And what do you see that doing in the second half of this year?
historically, we've seen much more correlation in terms of scrap prices with the move in steel sheet prices
How should we think about that cadence of when you'll realize those, given the lags in contracts?