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some more color on those initiatives, whether there's CapEx associated and what kind of time line should we think about
is that acreage surprising of the positive? Or are the drilling efficiencies making legacy acreage even more attractive
Can you unpack that opportunity set for us a bit more? What are some of the near term opportunities that you see?
can you unpack the 2Q guide for us a bit more? IET usually sees a nice step-up in revenues and margins in 2Q, but the guide is a bit more flattish
Can you walk through some of the moving pieces within that guide? Which segments are seeing some growth which may be down some?
can you provide some more color on what you can do now through the early close period to really accelerate the time to full synergy capture
Can you just unpack the drivers of the margin performance a bit more? And as we start to think about '26, your confidence level in hitting the 20% mark in IET?
How much mitigation is embedded in the $100 million to $200 million impact? And is there an ability to squeeze that figure lower over time
Can you just update us on the puts and takes on the conversion rate? Your margins are getting better
Can you talk about your thoughts around running room to block up your positions in Lea and Eddy counties and the timing of doing so in a competitive market? And just how important is that in terms ...
does the well mix in the Delaware stay broadly the same in '26 kind of as you see it today?
would the preference be to maintain those 9 rigs in the Permian for that operational consistency.
are you thinking about applying that well design -- the new enhanced well design across Culberson out of an abundance of caution?
what's the reasonable expectation for when those volumes could come back if the remediation work is successful?
what would happen to the '26 if oil follows the curve here in the high 50s. Do you end up maintaining 7 active rigs in the Permian?
can you talk about the path to close the cost gap? Yeah. You think about that three-year plan, can we see that cost gap closed materially?
if gas does stay constructive, let's say it's $4 along the curve and oil's kinda flattish at $70. How would you allocate gross dollars between the Marcellus and then Anadarko
can you discuss your AI strategy between in-house development versus third-party sourcing?
Do you push harder on EUR or deploy more into AI and try to accelerate incorporation of those technologies into your operations?
I am thinking about where you could deploy some extra cash. I think about refracs in the Eagle Ford or even the Bakken in this environment
should we think about the '25 TIL count kind of less 20 as a starting point for '26?
How does that split? And we see your LOE rolling lower. How should we think about the LOE cost in '26?
Does the improvement in the output drive you to shift higher how you think about the maintenance level of production in '26
how do you think about the proper return hurdle for commerciality in the Middle East, especially relative to the U.S.?
Can you provide some color on what drove the beat in 1Q?
What’s your view of additional oil opportunities around Trinidad?
Are you hearing about an interest in fixed-price deals? Is that picking up? And obviously, it's all price-dependent
How do you think about Diamondback volumes, say, over the next 5 to 10 years on an organic basis
how would you describe the kind of underlying trend in capital efficiency especially as you lap the impact of the doctor
How big will that be at the end of the year? And what's the strategy kind of going into '26 with the excess stocks
you guys realized a good bit of savings this year following the one Big Beautiful Bill
do you see the technology and process efficiency gains slowing from here or are the geologic headwinds becoming more severe
Are mobilization and start-up costs, you know, a significant weight on margins, today?
should we be thinking about a couple years of above normal incrementals? For Halliburton in 2027 and 2028?
do you see international shale opportunities outside of Argentina utilizing more Zeus fleets given the efficiency advantage
Can you dimension that at all for us
How do the prospective returns on these power projects compare to your organic investments
walk through some of the items that will impact cash conversion this year
kind of where do you stand in that process? Was it more weighted to kind of 3Q or would idling be more weighted to 4Q
do you think you can still deliver the share gains in D&E and T&P with the $1 billion budgets next year
is there any of the mobilization expense and contract start-up costs that weighed on 2Q? Is there an element of those costs still impacting 3Q
is there a plan to pause the ZEUS fleet expansion either in the second half or next year
What's the end game here with VoltaGrid, do you intend to just keep it as an equity investment or are you interested in ultimately becoming the majority owner
Can you just speak to the need for spending above DD&A, is that really helping to drive the share gains that you're targeting
does the potential JV and contribution from XRG tilt you towards sanctioning that project
Is shale EOR economically viable now at current crude prices and with the 45Q enhancement
How are you thinking about the durability of the exploration cycle? Is this just a reaction to the higher crude prices?
You mentioned the Middle East getting back to, I think it was $2.1 billion to $2.2 billion in 4Q, 95% of last year.
with an outlook for higher oil prices, at least over the medium term, how does that impact the Digital business?
In a world where code writing becomes easier and more commoditized, can you speak to the resilience of the value-add of your Digital portfolio?
can you sustain similar growth rates for a couple of years into the future at a CapEx level that's still broadly around $2.5 billion
does the billion-dollar target capture any of that international growth opportunity? Or would that be future upside?
Can you talk about the strategy for the business? Is the aim here to develop a skill set and take it global
How would you dimension both the underlying growth for the production market and then how you can enhance that growth with revenue synergies
can you push that free cash conversion rate toward something like a 60% level on a sustained basis?
do you think you can get the EBITDA margin back to the 25% level in the second half? You know, excluding the impact of ChampionX?
How do you think about the resilience of digital growth in this environment? We continue to think about that
Have you ever had a chance to digest the latest sanctions' language and I think you may provide an update of just to the kind of overall contribution
do you expect a normal sequential improvement in 2Q, or the second half of the year is going to be a little bit higher weighted?