Josh Jayne

“First one is just a bit of a follow-up on Greg's question. I was hoping you could touch on supply chain, how you're seeing the world. Are you seeing any issues getting equipment over the last couple of quarters?”

“I just wanted to follow up on the lead time question for Caterpillar and where they stand. I believe you said less than 200 weeks. Actually sounds like some slight level of relief.”

“First one, you talked through the different geographies, but in light of the commodity price moves year-to-date, maybe you could just talk about different sense of urgencies around different product lines and how you see demand in the back half of the year across your different business lines first?”

“Obviously, some significant commodity price changes since your last call. Maybe you could just walk around the different basins, what you're seeing, and how conversations have changed over the last couple of months.”

“And how are you positioning the company given the expected growth in the deep water side?”