Vincent Andrews

were you saying that these assets could potentially start up as early as 2028, or would the timeline on that be a bit longer?

As prices ramp higher than that, how much of that drops down to cash flow versus how much would go up to working capital?

how do you assess sort of where customer inventory levels are and where customer behavior is as prices have gone up

what should the makings of AP, AR, inventories look like in 2026 just given what is happening from a price perspective

are you speaking of the energy storage segment or the company overall?

there's also another language about liability management opportunity. What does that refer to?

do your contracts skew a little bit more towards Atacama volume? Or are they evenly split geographically

Could you just give us a sense of most recent reduction, what is that coming out of? And also, do you have an updated maintenance CapEx number

Would you anticipate a similar amount of that this year to $50 million, or would it be less than that or a little bit more?

do they give you complete credit for the $350 million in the net debt to EBITDA calculation, or do they haircut it

You have a new line item that says inventory net realizable value adjustment. And this year, it's a negative $500 million

I assume that's included when you talk about the 80% conversion as well as being free cash flow neutral this year

corporate and other the operating income hit was a lot less year-over-year and sequentially. You called out lower changes to sale of equipment

on the tax rate, it came in a bit lower than we thought for the quarter. It was down about 1 point year-over-year and about 0.5 point sequentially

is it possible that the timing of final investment decision could move later into the year?

if you decide for whatever reason not to move forward with Daro, is it just that you sell the equipment and whatever else, and you recover $1 billion

The slide speaks to lower changes of sale of equipment project estimates. What does that mean?

I think the press release talked about an expectation that China will not export further this year, at least after 3Q. So just curious what's driving that view

I'd be curious what your plan is in terms of how you're going, to report Blue Point within your financials

What type of offtake agreements are you looking for? Do you feel the need to have them?

what's going to drive the delta for you between the 40% and 75%

I assume that's the standard midpoint of -- there's plus or minus 15% on that? Or is there something different about this

the S&D environment in crop chemicals is starting to improve with some developments out of China

it sounds like there is some existing licensing expense that was going through the income statement

do you think there's any further pruning of the AI portfolio that you want to do?

one would just be the tough CP comp and the negative pricing in Brazil

what's driving sort of the change in the sort of trajectory or cadence of the negative pricing?

what stands out to me is it looks like the production cost in crop chem or crop protection came in a lot lower

You called out some weakness in packaging. We've been hearing sort of mixed things about the packaging arena

is that sort of the normal growth rate? And is that favorable or about the same versus 2025

can you just refresh us on sort of what the minimum level of cash is that you want to carry

Just wanted to revisit ElectronicsCo and the margins and maybe some thoughts into the 3Q on the margins

whether you think there'll be any material developments between now and November spin either in the state attorney generals, or in the individual litigation?

could you give us a sense of [indiscernible] had excellent conversion this year? What you think 2025 might look like?

is there a window between now and spin where you can get some assets out of the business without having to assing pro-rata [indiscernible] liabilities to them?

if you think when we get to the other side of the conflict, there could be any changes in the cost curve on a sustainable basis, and in particular, whether you think Europe’s position can improve a...

Is this it? One more year delay and then 100% moving forward?

Wondering if we could just get a bit of a reconciliation about the third quarter

I'm curious if the board came to that conclusion sort of before or after April 2

if I could just ask you to revisit the three bridge items we talked about on the last call

maybe you could just unpack the margin performance in Global Water, the decline

I'm just wondering if your assessment is that, you know, this will probably be the last raise to it or if you still think there's opportunity there

where will you be in terms of sort of the work you wanted to do with that top 35?

I believe, in your prepared remarks, and please correct me if I'm wrong, you mentioned that you're maxed out on capacity in certain parts of the Water business

in the first quarter, were there still sort of adverse costs associated with that?

it's in both data centers and in pest where you've had to make some meaningful investment to go after that business

Do you have the capacity you need to get there? Or should we be anticipating some type of capacity increase

You mentioned $400 million of bolt-ons were completed in 2025

are you getting any sense particularly maybe in Europe, that we'll see earlier than normal seasonal shutdowns

what level of profitability and you can give us a wide range, would you expect for the second quarter

how would you assess your opportunity there in '26 versus 2025

does that include the potential benefit of the $110 million -- EUR 110 million reduction that you would get if the European asset sale closes? And then my actual question is if you could talk a lit...

I'd be curious to hear your thoughts on the European stimulus. It seems like you're enthusiastic

suggesting that we might finally see some meaningful rationalization there

I think the Street had CapEx coming down about $300 million from '25 to '26

How much of that is at the mine or one of your facilities versus perhaps on consignment with the customer

That asset health target that you have of 85% to 95% is based on turnaround timing

Are there any other line items in cash flow from operations that are going to be material deviations, either headwinds or tailwinds this year versus last year

Can you talk about how you view the CapEx level now? Obviously, it's down versus the last few years, but do you think this is the right level

wondering if you could speak a little bit about the M&A environment, both large and small

what you're hearing from customers that's giving you confidence that there'll be a pickup in the large project volume in 3Q and presumably more so in 4Q

do you still expect segment margins to be up 50 basis points for the full year? And then if I could also ask, my recollection is that usually the EPS guidance does not include the benefit from shar...

Could you talk a little bit about the margin improvement in Consumer Brands

Wondering if you can help us bridge Consumer Brands from the fourth quarter performance on the top line up about 25%

I wanted to ask on the investment spending. We're a bit more than 2 years into it.

in PSG, which of the six subsegments do you think these incremental competitive dynamics will lead to the most share in?

Could you talk a little bit more about COGS and gross margins, just because you had volume down across the three segments?

the 80 million associated with the new headquarters