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Can you maybe just help us think a bit about how much of that splits out between ethanol versus the nonethanol piece
if you could just help us think a little about bit about how your sweetener contracting season went or is progressing and, I guess, kind of within your guide, how much of that weakness is related t...
I was hoping you could maybe put a finer point on the crush outlook for 4Q. I think you mentioned before that the margins are going to kind of be stable
since the proposal, RD margins have kind of remained pressured and almost all the value has kind of accrued back to the crush complex
I wanted to ask on Argentina, cited as a headwind for crush in the quarter. But we've been kind of seeing some headlines that farmer selling there is off
I wanted to come back to Argentina and their recent export tax revision across the soy crush complex, and if you could just briefly, I guess, talk about how you think
Would it be possible to just get a bit more color on the 6% decline there. I guess, how that compared to your original expectation?
Can you maybe give us some guideposts around, I guess, a, what maybe the range could be on those shifts?
is there a way that maybe you could frame by segment know, working back from the midpoint of your guide
Could you maybe walk through some of the high-level supply and demand trade dynamics there and just kind of how all that's flowing through Viterra's legacy assets there?
do you have like kind of a time line roughly for when you think some of these could be realized?
I wanted to ask on some developments in the global trade market with China taking some soybean meal from Argentina and sending some soybean oil into India
is there anything in your portfolio that you'd be looking to rationalize in the U.S. or North America more broadly?
I was hoping if maybe you could provide more color here on those discussions. And then is it also fair to assume that any back and forth between the U.S. and China on tariffs hasn't changed anything
what you meant that the Paper and the basic industries are turning the corner. Is the growth getting better over there?
The EMEA margin performance was super robust in the quarter, and I think this is kind of coming collectively, even with your volumes down high single digits over the last few years
do you think your Americas margins will gain ground in '25? And then also as a second piece of this, I think the gap is kind of widening versus APAC
how would we be thinking about that CapEx number kind of evolving over the next couple of years? Is this kind of the right range