Don Chris

“Ryan, I wanted to ask about the new EPA approval and refineries more generally. I know you've been talking to the refiners for quite a while in switching loads over, you know, making sure that diesel is in the diesel tank, etc. But is this new EPA approval, does that kind of unleash?”

“I know you said it's taken volumes now and it's going to ramp up as we go into the back half of the year. But I also wanted to ask about Speedway 2 and the timeline of sanctioning and kind of inflationary factors there.”

“Throughout this earnings cycle, we've heard many of your competitors talk about their fleets being mostly dedicated for 27, and the fact that not a lot of fleets have been added in relation to the increase in rig count.”

“But are you seeing things in the background where they're kicking the tires to see what lead times would be and that sort of stuff?”

“So I think that's what we're really focused on here in Q2 so that back half of the year we're kind of in that consistently north of 20% EBITDA margin range like we've talked Okay, and if I could sneak in one more, obviously a good couple orders in Asia, but just more broadly, can you talk about the offshore?”