Elvira Scotto: Okay. Great. That’s helpful. And then you mentioned that you can defer the timeline — you can — you have the opportunity to defer Bond. When would you make a decision like that? Like what are the specific milestones you’re looking for? And when do you think you could make that decision on whether it could defer or no?
Thomas Meth : Yes, absolutely. So, we’re absolutely — we’re keeping that plant on track. We’re negotiating EPC contracts to give us full optionality that if we so choose to execute a Bond against the current plant. But we — as I’ve said, we have the opportunity to delay that plan by six months or by 12 months, and that decision will be made at some point in the earlier part of next year.
Elvira Scotto: Okay, great. Thank you.
Thomas Meth : Absolutely, thank you, for your question Elvira.
Operator: The next question will be from Graham Burns of Raymond James. Please go ahead.
Graham Burns : Hi, good morning. Thank you, for taking a question. I guess for my first one, I was wondering if you’re able to disclose the volume expectations that correspond to the 3Q and 4Q guidance numbers?
Thomas Meth : So, we expect about a 10% increase from Q2 to Q3, and then a little bit more than 10% from Q3 to Q4. And again, the drivers for that, as I’ve said, are Waycross back on track. We are seeing June over April, and May really a step up in the reliability of the plants that I think will continue. That’s — we have really made good progress in a very short period of time. And in Q4, we have Amory back on track, Ahoskie, some of the growth projects that will drive that incremental 10-plus percent for the fourth quarter.
Graham Burns : Understood. And just to clarify, especially for that 4Q number, that number — that growth number you gave is excluding any spot sales. Those would just kind of be on top.
Thomas Meth : So, what we’ve said is there’s certainly a higher level of third-party volumes that were in a purchase, right, that I want to point that out. And then some of the commercial activity, if it happens, if market prices do increase as we expect, certainly can give us to we get to the higher end of the range there.
Graham Burns : Okay. Perfect. And then for my follow-up, great to see the first sales into Poland. Just curious if you’re able to provide any additional color around pricing contract length? Just any additional details.
Thomas Meth : Yes, absolutely. I’m very — I’m really happy about it because we’ve been investing in the Polish market for quite a while. And to see that materialize now is really something that is a good next step. We’re sailing two ships to Poland, and there — it’s a total of about 60,000 tonnes. We’ve said previously that new contract — the new contract environment that we’re seeing certainly allows us to benefit from substantially higher pricing in new contracts that we’ve seen historically, and that is also consistent with this Polish opportunity. When you think about test shipments of 60,000 tonnes, you can infer that that’s a lot for a test shipment. And that means that the opportunity for these kinds of offtakes are larger volumes, right?
You’re very quickly getting to million-ton opportunities here per project. And we understand that if that test is successful, that we — in the next couple of months, we’ll see contracting activity in Poland pick up, which will provide the opportunity to get to longer-term offtake agreements that with significant volumes with creditworthy counterparties in a new geography for us.
