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    Tom CurranSeaport Research Partners

    Tom Curran's questions to Aspen Aerogels Inc (ASPN) leadership

    Tom Curran's questions to Aspen Aerogels Inc (ASPN) leadership • Q2 2025

    Question

    Tom Curran of Seaport Research Partners asked for more color on the Energy Industrial segment, specifically the mix between new projects and maintenance for Subsea and LNG, the nature of any demand disappointments, and typical order lead times.

    Answer

    President and CEO Don Young clarified that Subsea is entirely new project work and its recent slowdown was the primary surprise. LNG is a mix of maintenance and new projects. He detailed lead times, stating Subsea orders are typically delivered within one to two quarters, while LNG projects have longer lead times of two to four quarters.

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    Tom Curran's questions to Liberty Energy Inc (LBRT) leadership

    Tom Curran's questions to Liberty Energy Inc (LBRT) leadership • Q2 2025

    Question

    Tom Curran of Seaport Global Holdings LLC asked which specific completion services and diagnostic tools are most effective in gaining market share and defending pricing. He also inquired about the Altitude X partnership, asking about contract structure and similarities to the legacy PIP microgrid project.

    Answer

    CEO Ron Gusek explained that for large customers, next-gen technology and software drive efficiency gains, while smaller operators lean heavily on Liberty's engineering and frac design expertise. CFO Michael Stock detailed that the Altitude X project will use the same modular, factory-tested 'LEGO block' approach as the PIP microgrid to reduce cost and time, and confirmed the contract structure will allow for selling excess power into the wholesale market.

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