The 2027 restriction threshold is on their own roadmap slide, dated.
18Portfolio
Capital allocation priorities
Commitment extracted
“Maintenance capex first, then debottlenecking, then anything new.”
14Supply chain
Dual-sourcing critical inputs
Commitment extracted
“We want two qualified suppliers on every critical input.”
29 slides read and set aside · Agenda, disclaimers, financial appendix and segment boilerplate. Nothing in them changed a play, a signal or a commitment.