Mason Bourne

“To start, it sounds like you've had good progress on the expansion. When you say online by the end of the year, does that mean all 50 million gallons? and do you think that $200 million is the long-term correct level for One Earth, or could you potentially go higher than that eventually?”

“Eric, I think you talked about the aftermarket opportunity and MEG. I was wondering if, as you shift more into industrial, could you talk about the original product sale versus the aftermarket revenue stream opportunity across the different industrial applications?”

“I guess to start on 45Z, a nice surprise there. Could you talk about, on a per-gallon basis, what you're recognizing now? It seems like it's roughly $0.10 per gallon if you think about it in terms of your total gallons.”

“But I just wanted to ask about the reported beds from ICE. And so I think the current level, like you mentioned, is about 57,000. At the beginning of the year, it was pretty easy to see where those beds were occupied by facility.”