Pono e heluhelu ʻia ke Kūkākūkā a me ka Nānā ʻana o ka Hoʻokele i ke Kūlana Waiwai a me nā Hopena o nā Hana (“MD&A”) me nā hōʻike kālā i hoʻohui ʻia a me nā memo pili i ka Paukū 1 o ia mea.
Ma muli o nā kūlana loli o kēia manawa o ka ʻoihana, ua hoʻopilikia ʻia kā mākou ʻoihana e kekahi mau kumu macro e hoʻopilikia i ko mākou nānā ʻana a me nā mea i manaʻo ʻia. Hoʻokumu wale ʻia kā mākou mau manaʻolana āpau ma nā mea a mākou e ʻike nei ma ka mākeke i kēia lā a ua pili i nā kūlana loli o ka ʻoihana.
• Hana uka honua: Inā mau nā kumukūʻai waiwai i nā pae o kēia manawa, manaʻo mākou e hoʻomau ka hoʻomaikaʻi ʻana o ka hoʻolilo kālā uka ma waho o ʻAmelika ʻĀkau i ka makahiki 2022 i hoʻohālikelike ʻia me 2021 ma nā wahi āpau koe wale nō ke Kai Caspian o Rusia.
• Nā papahana ma waho o ke kai: Manaʻo mākou e hoʻonui ʻia ka hoʻōla hou ʻana o ka hana ma waho o ke kai a me ka nui o nā makana lāʻau ma lalo o ke kai i ka makahiki 2022 ke hoʻohālikelike ʻia me 2021.
• Nā papahana LNG: Ke manaʻolana nei mākou no ka wā lōʻihi e pili ana i ka mākeke LNG a ʻike mākou i ke kinoea kūlohelohe ma ke ʻano he wahie hoʻololi a me kahi e hele ai. Ke hoʻomau nei mākou e nānā i ka hoʻokele waiwai lōʻihi o ka ʻoihana LNG he mea maikaʻi.
Hōʻuluʻulu ka papa ma lalo nei i nā kumukūʻai aila a me ke kinoea ma ke ʻano he awelika o nā kumukūʻai pani i kēlā me kēia lā no kēlā me kēia wā i hōʻike ʻia.
ʻAʻole i hoʻokomo ʻia nā ʻeli ʻana o nā rigs ma kekahi mau wahi (e like me ka ʻāina ʻo Russian Caspian a me ka ʻāina ʻo Kina) no ka mea ʻaʻole i loaʻa koke kēia ʻike.
ʻO ka loaʻa kālā hana o ka ʻāpana TPS he $218 miliona i ka hapaha ʻelua o 2022, hoʻohālikelike ʻia me $220 miliona i ka hapaha ʻelua o 2021. ʻO ka emi ʻana o ka loaʻa kālā ma muli nui o ka emi ʻana o ka nui a me nā hopena unuhi kālā haole maikaʻi ʻole, i hoʻemi ʻia e ke kumukūʻai, ka hui ʻoihana maikaʻi a me ka ulu ʻana o ka huahana kumukūʻai.
ʻO ka loaʻa kālā hana no ka ʻāpana DS i ka hapaha ʻelua o 2022 he $18 miliona, hoʻohālikelike ʻia me $25 miliona i ka hapaha ʻelua o 2021. ʻO ka emi ʻana o ka loaʻa kālā ma muli nui o ka emi ʻana o ke kumukūʻai a me nā kaomi hoʻonui kumukūʻai.
I ka hapaha ʻelua o 2022, ʻo nā lilo o ka ʻoihana he $108 miliona i hoʻohālikelike ʻia me $111 miliona i ka hapaha ʻelua o 2021. ʻO ka emi ʻana o $3 miliona ma muli nui o ka pono o ke kumukūʻai a me nā hana hoʻoponopono hou i hala.
I ka hapaha ʻelua o 2022, ma hope o ka unuhi ʻana i ka loaʻa kālā o ka hoihoi, ua loaʻa iā mākou ka lilo o ka hoihoi o $60 miliona, he emi ʻana o $5 miliona i hoʻohālikelike ʻia me ka hapaha ʻelua o 2021. ʻO ka emi ʻana ma muli nui o ka piʻi ʻana o ka loaʻa kālā o ka hoihoi.
ʻO ka loaʻa kālā hana no ka ʻāpana DS he $33 miliona i nā mahina ʻeono mua o 2022, i hoʻohālikelike ʻia me $49 miliona i nā mahina ʻeono mua o 2021. ʻO ka emi ʻana o ka loaʻa kālā ma muli nui o ka emi ʻana o ke kumukūʻai a me nā kaomi hoʻonui, i hoʻopau ʻia e nā nui a me nā kumukūʻai kiʻekiʻe.
No nā mahina ʻeono mua o 2021, ʻo nā ʻauhau kālā he $213 miliona. ʻO ka ʻokoʻa ma waena o ka ʻauhau kānāwai o ʻAmelika Hui Pū ʻIa he 21% a me ka ʻauhau kūpono e pili nui ana i ka nalowale ʻana o ka pono ʻauhau ʻole ma muli o nā loli i nā ʻae loiloi a me nā pono ʻauhau i ʻike ʻole ʻia.
No nā mahina ʻeono i pau i Iune 30, ʻo nā kahe kālā i hāʻawi ʻia (i hoʻohana ʻia no) e nā hana like ʻole penei:
Ua loaʻa i ke kahe kālā mai nā hana hana he $393 miliona a me $1,184 miliona no nā mahina ʻeono i pau i Iune 30, 2022 a me Iune 30, 2021.
No nā mahina ʻeono i pau i Iune 30, 2021, ʻo nā moʻokāki e loaʻa ai, nā waihona a me nā waiwai ʻaelike ma muli nui o kā mākou mau kaʻina hana hoʻomaikaʻi. ʻO ka moʻokāki e uku ʻia kekahi kumu kālā i ka piʻi ʻana o ka nui.
Ua hoʻohana ke kahe kālā mai nā hana hoʻopukapuka kālā i ke kālā o $430 miliona a me $130 miliona no nā mahina ʻeono i pau i Iune 30, 2022 a me Iune 30, 2021.
Ua hoʻohana ke kahe kālā mai nā hana hoʻopukapuka kālā i ke kahe kālā o $868 miliona a me $1,285 miliona no nā mahina ʻeono i pau i Iune 30, 2022 a me Iune 30, 2021.
Nā Hana Honua: Ma Iune 30, 2022, ʻo kā mākou kālā i mālama ʻia ma waho o ʻAmelika Hui Pū ʻIa he 60% o kā mākou koena kālā holoʻokoʻa. ʻAʻole paha hiki iā mākou ke hoʻohana koke a me ka pono i kēia kālā ma muli o nā pilikia e pili ana i ka hoʻololi a i ʻole nā ​​​​mana kālā. No laila, ʻaʻole paha e hōʻike kā mākou koena kālā i ko mākou hiki ke hoʻohana koke a me ka pono i kēlā kālā.
ʻO kā mākou kaʻina hana kuhi helu koʻikoʻi e kūlike me ke kaʻina hana i wehewehe ʻia ma ka Paukū 7, "Ka Kūkākūkā a ka Hoʻokele a me ka Nānā ʻana i ke Kūlana Waiwai a me nā Hopena o nā Hana" ma ka Māhele II o kā mākou Hōʻike Makahiki 2021.