“We continue with respect to Novelis to expect a total cost of between $1.5 billion to $2 billion.”

In context

“ood about the second half aluminum supply. James Farley: And not only our supply perspective, but also, as Andrew said in the speech, we have -- we're in a really good stock situation, too. So we're very confident we're going to need those units. Alicia S. Davis: And I can just comment as well from a Pro perspective, we still have very strong '26 model year orders. We just opened up '27. Those are we're seeing positive indicators. And when you think about the Novelis impacts, we really postponed fleet orders, and they're going to be required and needed in the second half, and we haven't lost a customer. So we are very confident in the demand in the second half of the year. Sherry House: Yes. And I guess I would just say that... James Picariello: Just on the cost side... Sherry House: Yes. We continue with respect to Novelis to expect a total cost of between $1.5 billion to $2 billion. We're tracking on target with respect to that. I think you had a specific question in Q1 related to temporary cost to source aluminum. It's about $300 million. So that would include tariffs, expedited freight and warehousing as well. These things aren't straight line, and there's just a lot of factors that are involved. James Picariello: Got it. That's helpful. And then just as we think about the $1 billion in the UEV platform and the Marshall plant, is that more second half weighted or pretty ratable through the year in terms of just the investment, and that's still tracking towards the $1 billion, right? Sherry House: So it's going to be -- the UEV investments, we're already making some of those. We're going to continue to make them through Q2, Q3 and Q4. They will go up a bit as you ge”