Let's talk about the future and for our audience of course there's still a public float out there. You are the control shareholder uh on your group is certainly um three to five years for growth I think is what you said yesterday. You sort of were pointing to people that.So what does that mean for the next couple of years in terms of what the future holds for Paramount. Is it just about reorganizing, restructuring, trying to save money. >> So uh I would say is like one we we yes we've announced obviously $2 ...

Financial Performance & Strategic Acquisitions - Kico Phillips achieved strong financial results, reaching the top end of production guidance with lower capital expenditure [2] - The company completed the acquisition of Marathon Oil, resulting in 25% more resources and $1 billion in one-time synergies, along with $1 billion of run-rate synergies [2][3] - Kico Phillips has exceeded its promise to the market by delivering over $2 billion in asset dispositions following the Marathon integration and is not yet finished [3][4] - The company anticipates $7 billion of free cash flow growth over the next four years, effectively doubling its current free cash flow [10] Production Strategy & Cost Management - Kico Phillips is experiencing some deflationary forces offset by tariff impacts, but overall, cost of goods increases have not been significant [5] - The company is operating efficiently in the $60s range and remains constructive on long-term demand growth despite near-term market choppiness [5] - Kico Phillips is already delivering modest 2-3% production growth from a base of 24 million barrels a day [13] M&A & Organic Growth Focus - After a period of active inorganic growth, including mergers with Catch, acquisition of Shell assets, and the Marathon acquisition, Kico Phillips is now focused on organic investments [7][8] - The company possesses significant asset quality and tier-one acreage, providing decades of inventory and economic organic opportunities [8][9] LNG & Infrastructure Development - Kico Phillips is involved in a major project in Port Arthur, anticipating 10 to 15 BCF (billion cubic feet) a day of incremental liquefaction capacity in the US for export [15][16] - Infrastructure permitting reform is crucial to transport gas from production basins to the coast, supporting AI, electrification, and overall power needs [16][17] Market Dynamics & External Factors - Tariffs, sanctions on Iran and Russia, and OPEC+ decisions are creating choppiness in the market [18][19] - Gasoline demand has been softer this summer, potentially due to macro activity, but electrification is still a small factor in the overall oil supply-demand market [22][23][24] - Sustainable prices in the $70s are likely needed to incentivize a broader signal for US rig count to flatten or incline [12]

Well, as we of course have told you, Paramount and Sky Dance have officially completed their merger. Long uh wait there. David Ellison taking over as the company's chairman and CEO as of yesterday.And he joins us now in a CNBC exclusive talking about obviously your plans for the company. It's good to have you. Thank you for for being here. Thank you.It's it's a pleasure to be here on day two. Um you know, you and I did have a chance to talk when you first got the deal. That was a long time ago.Finally, I fe ...

Tariff Impact & Inflation - JP Morgan 认为，行业特定的 Section 232 关税可能比国家特定的关税对有效关税率产生更大的影响，预计稳定在 22% 左右 [1] - 总体而言，预计关税总成本的约 60% 将转嫁给消费者，而公司承担约 40% [2] - 关税成本可能会在今年剩余时间内增加，但明年可能会被减税的一些好处所抵消 [3] - 商品成本可能会继续上涨，但服务领域可能会出现转变，有助于明年年底通胀下降 [4][5] - 增长和通胀通常朝着相同的方向发展，这可能会使明年上半年的通胀保持在高位 [5] Monetary Policy & Labor Market - 如果明年通胀保持在高位，增长加速，即使只是在较短的时间内，可能会进一步将降息推迟到下半年，并且总体而言，降息幅度可能会低于市场预期 [7] - 劳动力市场可能存在更大的复杂情况，明年上半年如果增长略高，可能会延长劳动力市场的寿命 [8][9] - 税收减免将在很大程度上帮助消费，但如果劳动力市场总体疲软，则存在疑问 [9] - 小型企业面临的十大业务问题中，利率和融资成本排名第 10，而劳动力质量排名第 2，劳动力质量高于劳动力成本 [12] - 人口结构变化正在减缓劳动力供应，需求也在变得更加疲软 [13]

All right. So, some companies are obviously switching their supply chain, trying to minimize their exposure to China. I'm you have an unbelievably good relationship with you.I don't know whether it's worth risking, but have you thought about uh I know some of your business is already out of China. Have you thought about moving more. >> Well, you know, we have been uh optimizing our supply chain.If you looked at us a few years ago, 100% of our production was in China. It's now about 75% and we continue to di ...

Are upbeat about the current situation in the economy, but our new All-American survey shows that not everyone is upbeat about the future. Our Steve Liesman joins us with that story. Steve.>> Thank you. Leslie upbeat views on the stock market and steady wage expectations look to be supporting an improvement in how Americans assess the current state of the economy. But the outlook remains kind of dour, perhaps in part because of negative attitudes toward several Trump administration policies, especially tari ...

Look, I personally believe that society is likely to and I think should uh come to the conclusion at some point that we we need something some concept like we have you know medical privilege or legal privilege and if you are asking for this kind of advice even though it's like a you know not a human doctor but like a AI medical adviser a lot of those same principles should apply and that just the fact that you've asked Chai GBT to analyze your medical records does not mean they should then be discoverable b ...

First though, President Trump officially announcing a new pick to fill Andrea Cougler's spot on the Federal Reserve Board of Governors. Steve Leeman's here and he has that story for us. Steve.>> Hey, good morning, David. Yeah, the CEA chair, Steven Myron, has been a stalwart defender of the president's economic policies and an architect of those key policies. But the appointment by the president to the Fed to be a Fed governor sounds initially temporary.the president writing in a tweet, "It is my great hono ...

Company Leadership & Stock Performance - Boeing's shares are up 35% since Kelly Ortberg became CEO one year ago [1] - The stock has increased by $100 since the April 7th low [2] Turnaround Plan & Strategy - Boeing is focusing on quality and safety to get back to basics [2] - The company aims to be cash flow positive by the end of the year [3][5] - Improving 737 Max production is crucial for achieving positive cash flow [3] Production & Deliveries - In the first half of the year, Boeing delivered 201 commercial airplanes [3] - The current production rate is 38 planes per month, with a target of 42 per month by year-end, pending FAA approval [4] Backlog & Future Outlook - The backlog for the 737 Max is 4,869 planes [5] - The Spirit AeroSystems acquisition/split is expected to be a catalyst for both Boeing and Airbus [6][7]

You said a bunch of things. The model's smarter. It's faster. It's more intuitive. It's more useful in a bunch of ways.One of the biggest things though is it's an integrated single experience. We have built a system that can answer easy questions quickly. It can think for a long time and answer hard questions.And it's it's you know there's just one thing called GPT5 now instead of the long list of models we used to have. Um it's much better for businesses and enterprises. Uh the coding in particular is some ...