“The policy question, I think, early stages. We'll have that answer here as we go through the third quarter, I suspect. And so I don't anticipate at this stage tariffs or uncertainty delaying anything that we're doing with respect to that.”

In context

“d a bucket that was early stage projects where we had in that forecast going forward, put in some capital spend based on successfully FID in those projects. Those had not been decisions made yet, but we made room for them in our base plan. And then obviously, things that were dependent upon policy and -- you remember, we had Proxxima and Carbon Material Ventures, which we continue to feel very good about with respect to the value and use and the applications, and those are growing. But as you build -- introduce new products into new markets, you can't be completely sure of those and so we wanted to make sure there was a clear line of sight to those buckets that had -- that were dependent upon achieving success. So -- and I would say at this stage, all those buckets are basically on track. The policy question, I think, early stages. We'll have that answer here as we go through the third quarter, I suspect. And so I don't anticipate at this stage tariffs or uncertainty delaying anything that we're doing with respect to that. As I mentioned earlier, probably the biggest challenge on our Baytown Blue Hydrogen Project is signing up to customers and getting the offtake, which we had a good line of sight to, we've got some very solid discussions that we're having in there. So I hope to see that come through. But -- so right now, I wouldn't suggest that we're going to see a lot of capital slipping out of the plan horizon. But year-to-year, you may see some movement, but frankly, right now, from what we can tell. We're on track with the longer-term plans that we've laid out. Kathy Mikells: I would just add to that. If you look at our low-carbon investments. Probably the biggest thing we're investing in this year is CCS and we'll be bringing on our first customer in that CCS business and so that's progressing really”