Duffy Fisher

“First question is just on the midpoint of your guide, you're up sequentially about $32 million in EBITDA. Could you do just kind of a quick bridge like you did on slide seven?”

“Questions just really around consumption in the Americas. So we know that last fall we didn't put down an unsaw on phosphate, that we shorted the market on phosphate.”

“Yeah, I think that's a good way to look at it. think you should look at this transition really the transition of the technology over 25 and 26 and then really picking back up in next season in the end of uh the q1 of 2027. okay and then if we jump to tt um surprisingly that the chinese exports you know given their…”

“Just a question, if you're looking at HIP and comparing the first half to the second half on margins, the last couple of years you've come down first half to second half 2% and 4%.”

“First question is just around the ramp from your Q3 midpoint to your Q4 midpoint, you know, kind of $165 million of improvement. Can you walk through sequentially what those buckets are?”