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Is $600 a ton, a reasonable estimate for the green ammonia that you will be taking possession, from the joint venture?
Why pursue ammonia at all, drop the ammonia reactor, drop the deepwater port and just focus on hydrogen and reduce the CapEx
Can you provide a breakdown on the CapEx outlook for the fiscal year, the $4.5 billion to $5 billion?
If that were to change for economic reasons, what would be your end market outlook for NEOM under that kind of a scenario?
four years ago, I believe you were talking about a downstream CapEx budget for NEOM of $2 billion. What is the status of that now
You're only a couple months away from having some blue ammonia to sell out of D Ville. Do you have any offtake lined up for this as of yet?
Air Products is trying to get on stream, and they would like to either bring on a partner or just sell off the ammonia loop. And I'm just curious, is this a potential project that you might be inte...
do you have an order book for that blue ammonia that you could be selling some time this year
your view on your order book through the rest of the first quarter and what that order book looks like for the second quarter
This out-licensing model that you've launched, is that targeting roughly 20% of the US corn seed market with these independent seed companies?
the EPA put out their PFAS - PFAS action item list, and I'm really anxious to hear your view of it
This $200 million of finished goods shipments from the U.S. to China, what products are those? What business is that in?
How do those end markets differ in terms of price trends at those products?
whether any of the revenue in the water business is a service component such as monitoring or maintaining those treatment technologies
are there any other discrete items besides the maintenance spend that will be flat year-on-year
do you think you could convert this into more of a structural price increase rather quickly?
how much of it does Ecolab Inc. own or that you've sold to them or you have installed, is this part of the loyalty and pricing power
How would you characterize the potential impact on your businesses or perhaps some regulatory approvals from RFK now running HHS and the staff cuts at FDA
can you size those two buckets? The productivity and pricing, how would you size those two to drive that margin expansion?
how would you compare the contract terms of those small on-sites versus the long on sites. I would assume these are long-term take-or-pay agreements
your outlook for the polyethylene industry in China from a couple of different perspectives
how much CapEx you expect to invest to reach that 2 million-ton level of circular plastics in the next 5 years
these 15-year supply and demand charts for phosphate and potash that are in your slide deck that are very interesting particularly the phosphate chart that looks a bit unsustainable here
I'm struggling to understand your outlook for global phosphate shipments. It's the chart you have on slide 20
What do you target as a sustainable earnings growth rate down the road here? And what do you think it needs to get to, to move you out of a 15 multiple?
If we just look at the last month in your res repaint volumes, what would you estimate when the paint contractors actually locked in that those projects into their backlog?
Had a follow-up on the labor pool.