1 · Today — Thursday, April 2

⚠️ Back-to-back alert: Four meetings run nearly unbroken 9:00 AM – 1:00 PM. No buffer between KMI QBR → SC Mechanical → GRC Payment. Plan hard stops.

Time	Meeting / Context	Dur.
9:00 AM	KMI Q4CY25 QBR · Zoom Sunking Kang (direct report) · 60K commit gap (~45K delivered) — push KMI on recovery plan · Warranty history: when did 5yr → 10yr extension happen? Sunking to answer · Slew gear remediation — materials shipped 2017, still uncommissioned · GPL slew drive approval still pending Prashant — note status · CO2 PPAP delayed (mid-March target missed) — get new ETA	90 min
10:30 AM ⚡	SC Mechanical Program Bi-Weekly · Zoom + Prashant's Office / Catalyst Joan Peh, Mike Vanderwoud, Sunking · Program dashboard overhaul — Prashant directive (Apr 2): add priority, planned vs actual dates, justification, yearly savings · Starts immediately when KMI QBR ends — have hard stop ready at 10:30	60 min
11:30 AM ⚡	GRC Payment · Zoom Rajesh Choudhary, Darshan Shivakumar · Rescheduled at Rich's request to accommodate Darshan · No project connection apparent in notes — confirm agenda before joining	30 min
12:30 PM	1/2" FAS Project Support — US CY27 · The Catalyst Internal SC / Program team · ~400K/wk cum delta through end of May — no recovery without project reallocation · If Stanley misses US qual by summer: 5.7M cum delta by year-end (vs 1.8M if on time) · Context: Stanley legal meeting Mon 4/6 — AvboltEco qual postponed to summer+ · Decision needed: can a project be moved to close delta?	30 min

Action Items Due Today:

[URGENT] Confirm China trip go/no-go with Prashant — CEO travel directive issued same day as flight booking. 9 days to departure.
Start tariff impact analysis for Yves — Section 232 restructuring, 15% flat on 8479.90.95 effective Apr 6. $60M annualized. Coordinate with Prashant + Akshay.
Rayshine/3xMotion — determine what 3X needs for slew drive qual per Prashant's ask. Resolve H&K legal conflict.
Brief Akshay on tomorrow's Exec Review (Yihua & Fator, 2:30pm) — confirm exec summary, LCAs, Amendment 8 draft are ready.
Program dashboard changes — flag Prashant's requirements to Joan/team before next bi-weekly.

2 · This Week — Remaining Days

Day	Key Events & Prep
Fri 4/3	11:00am TD Spare Parts Review — P1 de-risk, Casa Grande parts list 2:30pm — Exec Review: Yihua & Fator Fasteners (Akshay leading) · Confirm ready: · Exec summary + LCAs + Amendment 8 draft (Yihua); Fator Amendment 2 · Yihua needs signed amendment to unlock Thailand investment · IRA credit split ratio confirmed by Susan — verify in doc
Mon 4/6	12:00pm — Stanley QBR (Arif, Akshay) · Prep today: · Bohrer meeting Stanley Legal same day — have payment/billing summary of NX AvboltEco investment ready · Amendment 8 status; BOMtail recovery — chase Savannah Chambers before this call · Section 232 effective this day: new tariff landscape changes cost math 1:00pm Sustainability Brainstorm (EMS) — light attendance; no deep prep needed
Tue 4/7	8:00am S&OP KSA JV — sales pipeline / demand alignment 10:00am Calibration Process Overview (Option 1; or Option 2 at 5pm PT) — attend one; calibration dashboard opens this day 11:30am — Howmet QBR (Arif, Akshay) · Key issues: · BOMtail recovery plan OVERDUE (was due 3/23) — chase Savannah before Mon · 1/4" AL/steel pricing gap: Suzhou 18–26% cheaper than Waco — bring data · Kingston labor: 60 or 90 day coverage? Decision still pending · GBA amendment in Word format with FEOC signature + IRA 75% M12 update ⚠️ CONFLICT: SC Finance Mtg (12:00–12:45) overlaps Howmet QBR (11:30–1:30) — resolve now 5:00pm Hydraulic Tool Liquidation — Jeremy Roberts P&L data overdue (due 3/24); follow up today
Wed 4/8	12:00pm EU Manufacturing EMS (Akshay on invite) 1:00pm — Rich / Akshay 1:1 · Agenda: Yihua amendment status, NEOBOLT grips qual, Fastener Duties Lookup Table (David Ross), tool/fastener presentation, Amendment 8 4:30pm NX Vantage 2 Weekly — CM selection still open; Rich is SC lead (#8)

3 · Lookahead — 2–4 Weeks

Apr 11 — China/SEA Trip (AA127, DFW → Shanghai) — CEO travel directive unresolved. Sunking + Kyle joining. 7 supplier visits queued (Suspa, KMI, Baojia, Yihua/CZT, Meishan, Fator, Chenta). Prep discussion topics per supplier. Decide Akshay / Fator. Confirm with Prashant today.
Apr 7–13 — Manager-level calibration — Attend open session Apr 7. Ratings + advocacy talking points needed for Arif, Sunking, Darshan. Note: Akshay possible direct-report move in progress.
Apr 14 — Global Trade Compliance Monthly Update (11am) — Richard Hogg. Relevant: Section 232 landscape, derivative steel tariffs, LCA updates.
Apr 16–23 — In-country legs: Wenzhou→Chengdu (4/16), Chengdu→Singapore (4/17–18), Ipoh→Singapore (4/21), Singapore→Kaohsiung (4/21), KHH→HKG→DFW (4/22–23). Confirm logistics for each city transfer.
Apr 27–29 — MBR Days 1/2/3 (Power & Mech / Logistics Strategy) — Deck prep required. Review Prashant's Confluence link. Box working folder live. DJ needs VAVE pipeline by ~Apr 16.
May 4 — Compensation planning opens — Prepare for Arif equity conversation ($45K→$35K), Akshay org change, team ratings locked in calibration.

5 · Top 3 Priorities for Today

#1 — Confirm China Trip Go/No-Go with Prashant

Flight is Apr 11 — 9 days away. CEO directive to cut travel landed the same day as this trip. Seven suppliers are queued; Sunking's already aligned. This decision blocks all downstream prep and risks wasted ticket costs. Get explicit approval or pull the trip today.

#2 — KMI QBR Execution (9–10:30 AM)

Biggest meeting today. Push hard on three things: (1) 60K commitment gap, (2) warranty history 5yr→10yr with exact date, (3) slew gear remediation path for 2017 materials. Support Sunking but stay engaged — this escalation touches Prashant and Yves.

#3 — Tariff Impact Analysis for Yves (Section 232)

$60M annualized impact lands Monday (Apr 6). Yves wants supplier allocation analysis now — this is a VP-level ask with no wiggle room. Coordinate with Prashant and pull Akshay in. Even a first-cut draft today shows progress.