Michael Bloom

“I wanted to go to your comments around slide 11, which was your contracting strategy. I'll just kind of ask all my questions at once. Has your approach to contracting changed here at all in light of the Middle East conflict and conversations for long-term and medium-term capacity agreements?”

“My question is really on the guidance, the crude segments. I think I'll just ask it all at once. So the increase, just wanted to make sure I understood, it sounds like most of this is optimization. which you've already locked in, and then maybe the rest is PLA.”

“My question is really on the guidance, the crude segments. I think I'll just ask it all at once. So the increase, just wanted to make sure I understood, it sounds like most of this is optimization. which you've already locked in, and then maybe the rest is PLA.”

“Notwithstanding the recent curtailments and the Waha weakness, I'm curious if you're seeing any change in producer conversations or planned activity in light of the higher price stack and just the Middle East volatility.”

“So is that just a function of the higher SG&A in Q1 or conservatism, or is there something else?”