Financial Performance - 2Q25 sales were $410 million, a 10% decrease compared to $453 million in 2Q24[6, 9] - Adjusted EBITDA for 2Q25 was $56 million, down from $78 million in 2Q24, with an Adjusted EBITDA Margin of 13.6% compared to 17.2%[6, 9] - Adjusted EPS decreased to $1.24 in 2Q25 from $1.55 in 2Q24[6, 9] - Net income for 2Q25 was $31.4 million, compared to $38.9 million in 2Q24[9] Key Drivers and Factors - Sales volume decreased by 8%, and price decreased by 2%, which includes a 5% raw materials pass-through and a 3% market-based increase[11] - The decrease in Adjusted EBITDA was primarily driven by a decline in Chemical Intermediates pricing, net of raw material costs, and lower Nylon Solutions sales volume[11] - The company's effective tax rate in 2Q25 was 0.9% compared to 25.2% in 2Q24, primarily due to approximately $8 million of 45Q carbon capture tax credits and other discrete tax adjustments[11] Business Segment Updates - Plant Nutrients saw strong domestic application season for ammonium sulfate, supported by favorable supply and demand conditions, with a 7% increase in AdvanSix AS Domestic Granular Sales Volume from 0.91M ST to 0.98M ST[7, 21] - Chemical Intermediates experienced lower acetone spread over refinery grade propylene costs year-over-year, but expected to remain near cycle averages[7] - Nylon Solutions is focused on controllable levers to optimize performance amid demand softness in key end markets, including engineering plastics applications serving the auto sector[7] Strategic Initiatives - The company is continuing progress on 45Q carbon capture tax credits, with a total opportunity in the range of $100 million to $120 million through 2029[7, 15] - The SUSTAIN program aims to achieve approximately 72% granular conversion for AdvanSix by the end of 2025[23]

Permian Basin, New Mexico 2Q 2025 Earnings Call ExxonMobil August 1, 2025 1 Cautionary statement FORWARD-LOOKING STATEMENTS. Statements of future events, conditions, expectations, plans, future earnings power, potential addressable markets, ambitions, or results in this presentation or the subsequent discussion period are forward-looking statements. Similarly, discussions of future carbon capture, transportation, and storage, as well as lower-emission fuels, hydrogen, ammonia, lithium, direct air capture, P ...

Financial Performance & Production - Ramaco reported revenue of $666 million and adjusted EBITDA of $106 million for the key 2024 metrics[11] - The company's sales volume reached 4 million tons[11] - Ramaco's net debt to adjusted EBITDA is less than 1.2x[11] - The company anticipates growing production at least 5% vs 2024[36] Cost Management - Ramaco's cash costs of $101 per ton in 1H25 were among the lowest of its publicly traded peer group[13] - Ramaco's 2Q25 cash costs were $103/ton[23] - The company's low cash costs per ton places it in the first quartile of the US cost curve[24] Rare Earth Elements (REE) Opportunity - The Brook Mine is expected to produce approximately 1,240 tons of rare earths and critical minerals annually[14,75] - Over 40% of the total estimated REO basket consists of primary magnetic REOs, gallium, germanium, and scandium[58] - The Brook Mine's revenue is estimated at $378 million, with $143 million EBITDA (38% margin) at steady state[71,75] - The company estimates a ~$12 billion NPV assuming an 8% discount rate[75]

Financial Performance - nVent delivered record Q2 sales of $963 million, up 30% year-over-year[10] - Adjusted EPS was $0.86, a 28% increase[12] - Adjusted operating income reached $200 million, up 18% year-over-year, with a ROS of 20.8%[12] - Free cash flow generation amounted to $74 million in Q2 2025[12] Growth and Orders - Organic sales increased by 9%[12] - Organic orders grew by over 20% year-over-year[10] - Total backlog increased more than four-fold year-over-year[10] - New products contributed over 3 percentage points to sales growth[12] Outlook and Guidance - nVent is raising full-year sales and adjusted EPS guidance[10] - The company expects sales to be up 24% to 26% reported, and 8% to 10% organically[33] - Adjusted EPS is projected to be between $3.22 and $3.30, a 29% to 33% increase[33]

Financial Performance and Guidance - Enbridge reported record second-quarter results, with adjusted EBITDA growing by 7% compared to Q2 2024[13] - The company expects to finish 2025 at the upper end of its EBITDA guidance range and is on track to meet the midpoint for DCF[13] - Enbridge reaffirmed its 2025 DCF/share guidance, with a midpoint of $5.70 and an upper guide of $5.90[38] - The company's Q2 2025 Debt-to-EBITDA ratio was 4.7x, with a target leverage range of 4.5x to 5.0x[13] Growth Projects and Investments - Enbridge sanctioned the Clear Fork Solar project, a US$0.9 billion investment to support Meta's data center operations, expected in service in 2027[13, 17] - The company sanctioned the Line 31 expansion on TETCO, a US$0.1 billion project supporting rising power demand in Mississippi, expected in service in 2028[13, 17, 25] - Enbridge sanctioned the Aitken Creek Gas Storage expansion, a $0.3 billion project, expected in service in 2028[13, 25] - The company is investing up to $2 billion towards Mainline Capital Investment to extend useful life, support operational efficiencies, and improve system reliability[21] Strategic Initiatives - Enbridge closed a 12.5% investment by 38 First Nations groups in the Westcoast Pipeline System[13, 44] - The company closed the 10% acquisition of the Matterhorn Express Pipeline and upsized the Traverse Pipeline[13] - Enbridge is progressing rate cases in all jurisdictions for its Gas Distribution & Storage businesses[26]

Financial Performance - Consolidated revenues decreased by 14% year-over-year to $4.7 billion[10] - Net sales for Industrial Activities decreased by 16% year-over-year to $4.0 billion[10] - Adjusted EBIT for Industrial Activities decreased by 55% year-over-year to $224 million[10] - Net income decreased by 46% year-over-year to $217 million[10] - Adjusted diluted EPS decreased by $0.18 year-over-year to $0.17[10] Segment Performance - Agriculture net sales decreased by 17% year-over-year to $3.248 billion, with adjusted EBIT decreasing to $263 million[21] - Construction net sales decreased by 13% year-over-year to $773 million, with adjusted EBIT decreasing to $35 million[24] - Financial Services retail originations decreased by $0.2 billion year-over-year to $2.7 billion, while the managed portfolio increased by $0.2 billion year-over-year to $28.7 billion[27] Outlook - The company reaffirmed its 2025 outlook for Industrial Activities, including net sales decreasing by 11% year-over-year from $17.1 billion, adjusted EBIT margin between 4.5% and 6.5%, and free cash flow between $0.1 billion and $0.5 billion[38] - The company also reaffirmed its 2025 outlook for adjusted diluted EPS between $0.50 and $0.70[38] Other Highlights - Production hours decreased by 12% year-over-year to reduce dealer inventory[8] - The company announced a collaboration with Starlink to expand connectivity for CNH customers[8]

CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This Supplemental Information contains forward-looking statements and information, within the meaning of Canadian securities laws and "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, Section 21E of the U.S. Securities Exchange Act of 1934, as amended, "safe harbor" provisions of the United States Private Securities Litigation Reform ...

Financial Performance - Q2 2025 - Sales reached $706 million, slightly down from $708.4 million in Q2 2024[13] - Gross profit increased to $93.1 million, compared to $82.9 million in Q2 2024, with a margin of 13.2% versus 11.7%[13] - Adjusted EBITDA was $62.8 million, up from $50.9 million in Q2 2024, resulting in a margin of 8.9% compared to 7.2%[13] - Net loss was $1.4 million, a significant improvement from the $76.2 million loss in Q2 2024[13] Financial Performance - First Half 2025 - Sales totaled $1.373 billion, a slight decrease from $1.3848 billion in the first half of 2024[13] - Gross profit increased to $170.2 million from $144.6 million, with a margin increase from 10.4% to 12.4%[13] - Adjusted EBITDA rose to $121.5 million from $80.3 million, with a margin increase from 5.8% to 8.8%[13] - Net income was $0.2 million, a substantial improvement from a loss of $107.9 million in the first half of 2024[13] Cash Flow and Liquidity - Free cash flow was negative $23.4 million for Q2 2025, nearly the same as negative $23.3 million in Q2 2024[22] - Net cash used in operating activities was $15.6 million in Q2 2025, compared to $12 million in Q2 2024[22] Strategic Initiatives and Outlook - The company reaffirms its focus on achieving double-digit EBITDA margins, ROIC, and strong free cash flow generation[27] - Full year 2025 sales guidance is between $2.7 billion and $2.8 billion[43] - Adjusted EBITDA guidance for FY 2025 is between $220 million and $250 million[43]

Financial Performance - Funds From Operations (FFO) increased to $371 million, a 10% increase year-over-year, driven by strong hydro performance, stable contracted cash flows, and contributions from new development projects[9] - FFO per Unit increased to $0.56, a 10% increase from the prior year[9] - Available liquidity stands at $4.7 billion, supporting growth initiatives[10] - The company maintains a best-in-class balance sheet with $4.7 billion of available liquidity and virtually no floating rate exposure[15] Operational Highlights - The company has approximately 47,500 MW of total operating capacity[22] - The company delivered ~7,700 MW of capacity during the last twelve months and expects to bring on a total of ~8,000 MW of new renewable capacity in 2025[19] - Actual renewable generation was 9,542 GWh, compared to 8,298 GWh in the same quarter of the previous year[9] Portfolio and Strategy - The company has total power and sustainable solutions assets of approximately $138 billion[22] - Approximately 90% of generation, on a proportionate basis, is contracted for an average term of 13 years, and approximately 70% of revenues are indexed to inflation[27] - The company is executing on its asset recycling program, with expected proceeds of approximately $1.5 billion (~$400 million net to Brookfield Renewable)[19]

Financial Performance - Patria reported IFRS net income attributable to shareholders of the parent company of $12.9 million for 2Q25[24] - Fee Related Earnings (FRE) reached $46.1 million in 2Q25, a 17% increase compared to 2Q24, with FRE per share at $0.29, up 11% year-over-year[39] - Distributable Earnings (DE) were $38.8 million in 2Q25, a 15% increase compared to 2Q24, with DE per share at $0.24, up 9% year-over-year[40] - Management fees totaled $81.0 million in 2Q25, up 15% compared to 2Q24[39] - Total fee revenues reached $81.1 million in 2Q25, reflecting a 14% increase from $71.1 million in 2Q24[40] Assets Under Management (AUM) - Total Assets Under Management (AUM) reached $48.7 billion as of quarter end, up 21% from $40.3 billion in 2Q24[39, 59] - Fee Earning AUM (FEAUM) totaled $37.2 billion, up 20% from $31.1 billion in 2Q24[39, 63] - The company has $3.3 billion in pending FEAUM as of quarter end[39] Fundraising and Deployment - Total fundraising amounted to $1.3 billion in 2Q25[39] - Total deployment in drawdown funds was $674 million in 2Q25[39] - The company expects full-year fundraising to be 5%-10% higher than the initial $6 billion target[28] Dividends and Corporate Actions - Patria declared a quarterly dividend of $0.15 per common share, payable on September 15, 2025[39] - The board approved a new 3 million share repurchase authorization[39]