Saurabh Pant

are you capacity constrained relative to the level of demand you are seeing

Ahmed, I think if I got you right you were talking about practically flat margins SPC consolidation, right. That's better than what I was thinking

you said $15 million impact in the second quarter, right? So it sounds like you're baking in higher impact in the back half of the year

walk us through the key moving pieces keeps your market and how they are moving and how should we think about them going forward through the rest of the year?

which one of these four should we think would be the most meaningful for Gas Tech Services growth?

which markets or operators do you think would be the first to change their behavior? Which regions should we expect to benefit first

How are you thinking about that right now? And how do we move through the remainder of 2026 based on what we know right now on the demand side and the pricing power side of things

on the margin side of things, Jeff, as we think about the pluses and minuses, pricing is part of it

how quickly can Halliburton, your customers, move into the country. What do you need to see to start doing that

how does the collaboration outside the U.S., right? So the Middle East like you're targeting right now, how does that look like from a funding from a CapEx standpoint

How are you targeting the North American market with the aim of maximizing value like you've been trying to do

if that's what happens, right? Saudi more [ LSTK ], Middle East in general is more

how should we think about what kind of level of activity that you would be using to frame what you think you can take out of your cost structure

what parts of your businesses are seeing the most impact from tariffs and then how are you looking to mitigate that going forward

Maybe talk to what countries, what regions drove that growth, Jeff and what should we expect from those regions going forward

Maybe talk to that a little bit and give us a little more color on which of those four growth engines you see the most opportunity and which ones you think are going to be the most powerful

if I'm doing the rough math right, that implies Mexico maybe it's down like 25% year-over-year. First thing, can you maybe validate that kind of math

is there some opportunity that you have, Olivier, over the next year or so to look at your cost structure, and maybe something comes out of it

are there any pockets where pricing is, or is likely to soften as we move through '25? Should investors be worried about that?