https://staging.qna.cloud/hsbc/en-USTelligent Community 13 Non-Productionhttps://staging.qna.cloud/hsbc/f/meeting-room/155973/impact-of-inflationary-cost-pressureMon, 29 Jun 2026 19:28:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:cfd4d02f-88a2-40a0-be5e-20eba6ac3917QnATest BuysiderOn industry fleet balance and what you can see into it. I t seems as though the leaders have been a little less full on the gas pedal, and I think you mentioned that you have flexibility now. Are you seeing the rest of the industry be a little bit more constrained given the inflationary cost pressures that everybody is experiencing? And just where do you see fleet balance right now?Sample Datahttps://staging.qna.cloud/hsbc/f/meeting-room/155973/impact-of-inflationary-cost-pressure/154922Mon, 29 Jun 2026 19:28:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:898ac9fd-78fa-4486-bedd-39abbe800b2fQnATest CorporateYes, we are seeing the the independents or the sort of regionals out there are curtailing. Yes, that's what we're seeing. But to your point as well, we do have the ability in this current supply environment to flex our CapEx as we see the demand move, which is an incredible position to be in from a mega project standpoint, but also just running the business overall. And that's what we're doing. We're just running the business.Sample Datahttps://staging.qna.cloud/hsbc/f/meeting-roomTue, 09 Jun 2026 07:18:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:24108d04-bfea-4959-a64c-e0c2c5f6bf94Questions from the buyside. Answers from corporate managers. Just like in a conference 1x1 meeting.https://staging.qna.cloud/hsbc/Tue, 09 Jun 2026 07:18:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:9f9e7636-d9bb-47b2-af34-ccc74ca24c3e