William Grippen

“I guess just to start here on data centers, maybe not surprisingly, but it feels like growth has been much stronger even than maybe your own internal expectations.”

“Just wanted to come back to your comments on sort of price cost and really specifically kind of drilling into, you know, potential supply chain impacts here on material costs as sort of global supply chains continue to be disrupted.”

“And then just coming back to R&G and obviously the EPA widely expected to release the 2627 biofuels RBO here, hopefully in the first quarter. Anything you're watching there that could cause you to maybe change your approach to R&G off-cake or capital deployment for those projects?”

“Just the first one here, I did want to ask about the 4Q operating margin step down across applied water, MCS and WSS. Is there seasonality inherent in this business?”

“And could you elaborate a little bit on maybe what are some of the driving forces underpinning adoption of those products? And how do you think utilities are thinking about the value proposition or typical paybacks?”