Timna Tanners

just would be interested in your thoughts on the upcoming political election given your presence at Cerro Verde

in light of the sharp move in copper lately if you have any fresh thoughts about the recycling opportunity

are there any measures that you can take to accelerate some of these efforts? Do you think about adding smelting?

how much of that is the more favorable mine plan? How are you seeing labor challenges? How are you considering 45x

if you could share anything with us about the timing of the Quickrete transfer closing, and any updated thoughts on the pipeline

Is it a commentary on a lull in M&A? Any more color would be great

I just wondered if you could elaborate on some of the cost pressures that you alluded to earlier in the script

perhaps the bigger driver into Q2 could be price catching up with the market rather than volumes. Is that a fair conclusion?

Can you just give us some thoughts on the spare capacity across your operations and what you might be able to do incrementally to take share from imports?

if you could just refresh us on where we stand relative to that number, what it might take to get there considering the projects that you have

that Seattle mill keeps operating. You're just not replacing it with the micro mill, is that right?

the slabs brought into CSI traditionally, equipment for your new mills such as West Virginia, Trinidad, DRI

prices are up, say, $200 quarter-over-quarter. Scrap is maybe flat to down. Seems like it could be a huge order of magnitude

Do you think it's possible to keep the same pace of buybacks year-over-year?

you do have some imports of slabs of California steel and you have some operations in Mexico. So just wondering how they might affect those operations

any updated thoughts on your cost guidance and how you're seeing that shape up in particular, given the currency inflation

Any ability in light of these strong prices to maybe eke out some more tons of -- or ounces, I should say, of silver in 2026

would you start to look at maybe buy versus build?

the guidance seems to imply a quarter-over-quarter drop into Q4, and I wanted to make sure I understood that

You commented broadly on a trade war and the negative impact on global demand for copper

about the CME exposure, if you could remind us on that as well

So I just wanted to understand how imminent they might be, how incremental

it would be great to hear what Southern Copper's response could be to a 25% tariff on imports

How are you thinking about downstream versus steel growth versus organic projects

With the coated lines ramping up, how is that progressing? I did not hear the breakout

can you give us any updated thoughts on the status of the four value-add lines have been ramping up and, just remind us, where Sinton is

there was a comment yesterday that there's a view that customers would be switching away from aluminum back to steel because of the availability

could you address that ability to supply Novelis if possible? And then if you could just comment on the additional CapEx

initially, you had talked about Sinton not being profitable, I think, in the mid-quarter update

Is that an appropriate level and do you think that you would keep buyback steady from recent years levels

I wanted to dive in a little bit more on your positive private demand view and ask how much of your mix is data centers

the impact of the tariff-related uncertainty perhaps on your customers and acquisition candidates

what how you're looking at 2025 that they could build from what you just accomplished. And then if I could sneak in a question on Mexico