Justin Jenkins

“I guess I want to start where you just ended. Obviously, we've had a positive operating backdrop, and you've shown really strong execution against that. But in that context, and Carl and Joe, you both mentioned this a bit in your remarks, but how is progress against your bolt-on M&A targets?”

“I'd like to start maybe on the line of Steve's first question on refining. Obviously, the macro has been incredibly favorable, but you've seen pretty solid capture rate momentum for a few quarters now.”

“I guess I want to start where you just ended. Obviously, we've had a positive operating backdrop, and you've shown really strong execution against that. But in that context, and Carl and Joe, you both mentioned this a bit in your remarks, but how is progress against your bolt-on M&A targets?”

“I guess I'd like to pick at the thread a little bit more on aviation and marine and pick up on a few of Ken's questions that assume that more volatility that we've seen in July would keep things somewhat elevated in the near term.”

“I guess maybe just to start on a housekeeping item here, the inventory gain, you gave us a lot of detail on the impact here in the quarter.”