I think Florinda is wrong about HTF. I think it is

I think Florinda is wrong about HTF. I think it is more than a tweak to achieve a few percentage points of output improvement.  I think it may be key to being successful.  And if not HTF, then they will need to seek yet another solution.

I continue to think using HTF is related to the petcoke buildup issue and running the processors continuously.

I think Florinda was correct about them experimenting with various feedstocks to optimize use of the processors.  They've been doing that for three years now.

I hope we find out soon what the reset management expectations are for achieving CFP.

Is there any reason why it shouldn't be Q2?