Arun Viswanathan

“Yeah, I think you mentioned, you know, kind of turning the corner on some pricing initiatives, so maybe you can just elaborate on what you're seeing there, and maybe if you could link that to your outlook on needle coke as well.”

“I guess I just wanted to get your thoughts on maybe global utilization rates across your three main chains, polyethylene, polyurethanes, and silicones. It appears that we're maybe in the mid-80s and there hasn't really been any material closures.”

“So just wanted to get your thoughts on, you know, margins. It looks like, you know, there's potentially some extra raw material pressure kind of flowing through.”

“Maybe I can ask the medium-term earnings question slightly differently. So I think when you went into Q2, you were thinking about $3 for the back half of $26. it seems like maybe there was a slight outperformance in Q2 at that 245, but you're still kind of targeting $6 for the year.”

“If I could ask another question on TSS as well, and thanks for the slides on data center use cases. Very interesting stuff here. So if you kind of think about TSS when you step back, I think you mentioned a billion of EBITDA longer term.”