Joel Jackson

“I'm going to ask a couple of questions one by one. Can you talk about Q3 for a second? If I look at Q3 for the lithium segment, you're guiding to prices about flat, volumes, seems like about flat.”

“Sam, obviously, the key market is volatile. at the best of times. We've seen a quite strong rebound of lithium prices. Now things have come down. We have seen some restarts from companies.”

“Just thinking about your guidance around bid season early in 27 here, when you think about how well bid season is going, rock salt policy bid season is going here, does that imply when you think about your entire business, maybe high single digit price growth next year, maybe mid to high?”

“And then my second of three questions would be, we all are quite aware of day-to-day trials and crises in sulfur.”

“Look, I know you're doing your capital markets day in a month and a half, but Chuck, Luke, team, what I noticed is if I take your prior guidance targets for 2027, about 4.4 billion, you did at the midpoint, you did 4.2 this year, 4% this year, about a 5% growth rate.”