Liam Burke

“In terms of dropdowns, the head of financing was pretty elegant with the assumption of debt and the addition of cash. When I think about the potential drop-downs and the ability to finance them, do you anticipate a different cadence of growing the fleet, or are you just going to take it as they come along?”

“The headlines in the turmoil in the Black Sea with not only shipment, obviously you've discussed the implications in Europe. Does that have a ripple effect on other of the markets that you're serving, particularly the U.S., either good or bad?”

“Dan, on the building system side, you've had strong organic growth, good margin expansion. Do you anticipate having a craft shortage in that area and having to reinvest at the expense of margin in the future, or are you comfortable scaling that business?”

“Lois, could you talk about more specifically any changes that you'd anticipate in the Atlantic Basin, either reroutes or additional production out of the West Africa or Latin America, and how do you see that affecting long-term rates for the Suez Max or even the Yelar ones?”

“Joe, as in the last several years, as you've been receiving favorable rulings in this dispute with Tesla, quote activity in the DBE portion of the battery storage business picked up with both automotive OEMs and then the traditional battery makers.”