Harrison Bauer

“Quick follow-up maybe on the customer update, and I know that you might not give full detail here, but curious any sort of directional sense on if that business is all contract, does it have some forwarding in it, And then what is your ability to take out costs or what in some of your transition agreements protects…”

“Some follow-ups first on some of the renewals. Any color that you're able to provide on LPI in terms of legacy verse wells, if you can't provide anything specific to sand, and then any color around the average renewal term has continued to inch down really throughout the last two years or so.”

“You know, jumping off Kenny's point on some of the rail assets that you're deploying, can you walk through maybe the thought process, decision, and the opportunity that you have in some of your assets?”

“Maybe to ask your sense of demand in a different way, How much of some of the regulatory backdrop on both the Section 232 proclamation on tank cars as well as your outstanding coupler and EPA case is eating into customer demand and sentiment on waiting for some clarity before going forward on some higher order amounts?”