Derek Soderberg

“Jeff, I get your sense of your customer. Obviously, your customers across the board seem to be quite active. How are you looking at allocating capacity, time, your current labor force?”

“Just a clarifying question here first, Raj. You were talking about the testing earlier.”

“I wanted to start with just the MOUs and some of the demand that you guys have been talking about. I think you've said 12 MOUs. So Stillwater's progressing. It's commissioned.”

“Just one question for me around interconnection. I was wondering if you could provide a status update on the specific PJM interconnection applications required for the near-term deployment roadmap.”

“What's sort of the scale of the challenge of the fertilizer issue? It seems like it sort of compounded the issue from the Ukraine conflict. Can you talk about the scale of that challenge relative to the sort of ongoing farm income and financing challenges for farmers just to help us understand the scale of that issue?”