I whakatūria i te tau 1993 e ngā tuakana, a Tom rāua ko David Gardner, ko The Motley Fool te hunga e āwhina ana i te miriona kia tutuki te herekoretanga pūtea mā roto i tā mātou paetukutuku, podcasts, pukapuka, pou nūpepa, whakaaturanga reo irirangi me ngā ratonga haumi moni.
I whakatūria i te tau 1993 e ngā tuakana, a Tom rāua ko David Gardner, ko The Motley Fool te hunga e āwhina ana i te miriona kia tutuki te herekoretanga pūtea mā roto i tā mātou paetukutuku, podcasts, pukapuka, pou nūpepa, whakaaturanga reo irirangi me ngā ratonga haumi moni.
Kei te pānui koe i tētahi tuhinga kore utu me ngā whakaaro e rerekē ana i te ratonga haumi moni a The Motley Fool. Hoko hei mema Motley Fool i tēnei rā, kia uru atu ai ki ā mātou taunakitanga kaitātari matua, rangahau hōhonu, rauemi haumi me te maha atu. Ako atu
Mōrena tātou katoa, nau mai haere mai ki te hui waea me te whakapāho tukutuku mō ngā whiwhinga moni a US Steel mō te hauwhā tuatahi o te tau 2022. Hei whakamaumahara, kei te hopukina te waea o te rā nei. Ka tukuna atu e au te waea ki a Kevin Lewis, te Tumuaki Tuarua o ngā Whakawhanaungatanga Kaipakihi me te FP&A Pakihi. Tēnā koa haere tonu.
Āe, ngā mihi nui ki a koe, e Tommy. Mōrena, me te mihi nui ki a koe mō te whakauru mai ki tā mātou waea whiwhinga moni mō te hauwhā tuatahi o te tau 2022. Kei te whakauru mai ki ahau i te waea hui o tēnei rā ko te United States.
Dave Burritt, Perehitini me te Tumu Whakahaere Matua o Steel; Christine Breves, Perehitini Tuarua Matua me te Āpiha Pūtea Matua; me Rich Fruehauf, Perehitini Tuarua Matua me te Āpiha Rautaki me te Whakapūmautanga Matua. I tēnei ata, i tukuna e mātou ngā kiriata hei hoa mō ngā kōrero kua whakaritea mō te rā nei. Kei te whārangi kaipupuri moni US Steel i raro i ngā Takahanga me ngā Whakaaturanga ngā hononga me ngā kiriata mai i te waeatanga hui o te rā nei.
I mua i te tīmatanga, me whakamahara atu ahau ki a koutou ko ētahi o ngā kōrero i tukuna i tēnei waeatanga ka uru pea ki ngā kōrero tirohanga whakamua e ahu mai ana i ētahi whakaaro, ā, ka pāngia e ētahi mōrearea me ngā āwangawanga kua whakaahuatia i roto i ā mātou tuhinga ki te Securities and Exchange Commission, tera pea ka rerekē ngā hua tūturu ā muri ake nei. Ko ngā kōrero tirohanga whakamua i roto i tā mātou panuitanga pāpāho i tukuna inanahi me ā mātou kōrero i tēnei rā kua tukuna mai i tēnei rā, ā, kāore mātou e whai kawenga ki te whakahou i aua kōrero i te whanaketanga o ngā kaupapa tūturu. Inaianei ka hiahia ahau ki te tuku i te waea ki a Dave Burritt, te Perehitini me te Tumu Whakarae o US Steel, ka tīmata i te kiriata 4.
Ngā mihi nui ki a koe, e Kevin, me te mihi nui hoki ki a koe mō tō hiahia ki a US Steel. Ngā mihi nui ki a koe mō tō wā i tēnei ata. Ngā mihi nui ki a koe mō tō tautoko tonu i tā mātou kamupene.
I ia hauwhā, ka whakaatuhia e mātou tō mātou ahunga whakamua, ā, e harikoa ana mātou ki te tuku whakahōutanga mō tētahi atu hauwhā o ngā hua rekoata. Engari ko te mea nui, kua whakatūria e mātou he rekoata mahi haumaru i roto i te hauwhā. Tae noa ki tēnei tau, he pai ake tō mātou haumarutanga i te rekoata o te tau 2021, he pai ake i te rekoata o te tau 2020, he pai ake i te rekoata o te tau 2019. Ko te patu o te whakapai tonu e whakaatu ana i tō mātou tūranga hei kaiārahi ahumahi, he tūranga e tino whakanuia ana e mātou i te US.
Ko te maitai, ko te haumaru te mea tuatahi. Ngā mihi nui ki te tīma US Steel mō te mahi tonu me te haumaru. Ngā mihi nui ki a koutou.
E mōhio ana tātou katoa ka pai te haere o ngā mahi ina teitei te haumarutanga. Ko tō mahi uaua me tō whakapau kaha te pūtake o tō tātou angitu. Kia whai wā tātou ki te whakamihi i ō tātou hoa mahi i US Steel Europe, he toa haumaru, ā, e whakaatu ana i ō tātou mātāpono maitai.
Kei roto i ēnei ko tā mātou Ture Whakahaere. I te mea e tū tata ana te aituā tangata i Ukraine ki te kāinga i te rawhiti o Slovakia, mō te rōpū kaiārahi katoa i US Steel, ka mihi atu mātou ki a koe mō te tautoko me te āwhina i homai e koe – te tautoko me te manawanui i tukuna e koe ki ō hoa noho i ngā marama kua pahure ake nei. I konei, kua whakamatauhia e koe te kaha ki te wikitoria i ngā huihuinga tino whakararuraru me te whakararuraru. I te titiro puta noa i te hinonga, e tumanakohia ana ko te tau 2022 he tau tino kaha mō te US.
maitai. I tutuki i a mātou te hauwhā tuatahi pai rawa atu, ā, ko te tumanako ka tutuki anō mā te whakatutuki i tā mātou hauwhā tuarua pai rawa atu, e matapaetia ana ka hipa ake i te rekoata EBITDA o te hauwhā tuarua o te tau kua hipa. I tutuki i a US Steel te EBITDA o te $6.4 piriona me te rerenga moni kore utu o te $3.7 piriona i roto i ngā marama 12 e whai ake nei, e akiaki ana i tā mātou rautaki pai rawa atu me te anga tohatoha whakapaipai taurite.
He mea pai rawa atu mā te katoa, e homai ana ki a mātou te kaha ki te haere tonu ki te whakawhiti ki tētahi pakihi iti ake te whakapaipai me te waro-rahi, me te noho hei kaiwhakataetae maitai pai rawa atu. Kia noho hei mea pai rawa atu, ka whakakotahi mātou i tētahi mira iti kaha, uaua, utu iti, me te tino matatau, me tā mātou rino utu iti ahurei hei hanga i tētahi miihini ōhanga e whakarato ana i te ratonga pai rawa atu ki ā mātou kiritaki, Hei whakarato i te tautoko pai rawa atu mō ā mātou kaimahi, me te whakahoki pai rawa atu ki ā mātou kaipupuri hea mō ā mātou kaimahi. Kia noho hei mea pai rawa atu, me whai i te mea pai rawa atu, tae atu ki ō mātou hoa mahi, kiritaki, hapori me ngā whenua e noho ana mātou, e mahi ana hoki. Ina koa, ka whakawhirinaki mātou ki te tautoko kaha tonu mai i te Hononga o Amerika.
Ka whakarite te kāwanatanga kia taurite te papa tākaro. Me kaha te whakatinanatanga o ngā ture hokohoko hei whakautu i te karanga a te kāwanatanga ki te mahi i runga i te huringa āhuarangi. E mōhio ana mātou e mōhio ana ngā kāwanatanga ki te tūranga o te maitai i roto i tō mātou haumarutanga ā-motu me te ōhanga, me ngā whai wāhitanga kei a mātou hei whakatairanga tonu i ngā mahi hei whakapai ake i te pumau o te maitai. E makona ana mātou ki te mahi a tō mātou Hekeretari Tauhokohoko me Amerika.
māngai hokohoko. Ko tā mātou e tumanako nei ka haere tonu tā rātou kaiārahi kaha me te whakatinanatanga. E whakawhirinaki ana ā mātou kiritaki, kaimahi me ngā kaipupuri hea ki tēnei. E titiro ana hoki ā mātou kaipupuri hea ki a mātou ki te tuku i te ratonga pai rawa atu mā te whakawhānui ake i tō mātou painga whakataetae i roto i te rino utu iti rawa o Amerika Te Raki, te hanga maitai mira iti me te whakaotinga karaehe tuatahi, me te whakahaere i tā mātou rautaki tohatoha whakapaipai taurite.
Mā te mahi kua oti i a mātou i runga i tā mātou pepa toenga me tā mātou tirohanga pai mō te tau 2022 ka tū pakari mātou ki te whakarato i ngā otinga e whakawhānui ake ana i tō mātou painga whakataetae me te pupuri tonu i tētahi rautaki tohatoha whakapaipai taurite, tae atu ki te pikinga nui o ngā hokinga tika ki ngā kaipupuri hea. E pai ana mātou ki te kī, ina pai tā mātou mahi, ka pai tā koutou mahi, ā, e koa ana ahau ka taea tonu e mātou te utu i ā mātou kiritaki mā te tuku i ngā otinga maitai pai mō ā mātou kiritaki, te tiritiri hua mō ā mātou kaimahi, engari he pai ake hoki mō ā mātou kaipupuri hea. Ngā hokinga tika ki te hoko hea. Inaianei, nui atu i mua, ko te tuku i te rautaki pai rawa atu mō te katoa te huarahi whakamua. Me tahuri tātou ki te Kiriata 5, ka whakaatuhia e au ngā karere matua mai i te waea hui o te rā nei.
Tuatahi, i puta mai i a mātou ngā hua rekoata mō te hauwhā tuatahi. E ai ki te kōrero i mua ake nei, e tumanakohia ana hoki e mātou ngā hua rekoata mō te hauwhā tuarua. Ki te puta mai i a mātou ngā hua e tumanakohia ana mō te hauwhā tuarua, ka whiwhi mātou i te mahi pūtea 12-marama pai rawa atu i roto i te hītori o te kamupene. Muri iho, e ai ki taku kōrero i mua ake nei i roto i taku whakaaturanga, he kaha tā mātou whakatinanatanga puta noa i te pakihi, ā, kei te whakauru mātou i tētahi putea o ngā rawa rerekē hei tuku i ngā otinga maitai whai hua mō te tangata me te ao.
Hei whakamutunga, ka whakahokia e mātou te whakapaipai ki ngā kaipupuri hea i runga anō i tā mātou anga tohatoha whakapaipai. Ā muri ake nei, ka whai wā mātou ki te whakarāpopoto i tō mātou tūranga whakataetae me te whakaaro uara ahurei a te kiritaki i ia wāhanga. Hei whakamutunga, whakaatuhia te pakari o tā mātou rautaki me te pupuri i te kaha pūtea i a mātou e whakahaere tonu ana i te panonitanga o tā mātou tauira pakihi, e āhei ai mātou ki te whakaoti i ā mātou haumitanga rautaki i te wā tika me te tahua. Kei te whakapono tonu mātou kei te whakaheke nui te mākete i tō mātou tūranga rautaki me te uara, ka waiho ngā hokonga hea hei puna tonu o te waihanga uara nui mō te wā roa.
Haere ki te mahi pūtea i te kiriata 6. I whakaatuhia e te hauwhā tuatahi he wero mō tā mātou ahumahi me te pakihi, tae atu ki ngā pānga o te wā noa i whakanuia e te pikinga me te whakararuraru o te mekameka tuku. I US Steel, e kite ana mātou i ia wero hei whai wāhitanga, ā, i tukuna e mātou he whiwhinga kupenga Q1 rekoata, he EBITDA Whakatikatika Q1 rekoata me te rerenga moni rekoata.
Ko te mea nui, i whakamāoritia e mātou ngā whiwhinga rekoata ki te rere moni kore utu kaha neke atu i te $400 miriona i te hauwhā. Nā te rere moni kore utu kaha i mahue mai i a mātou te $2.9 piriona moni i te mutunga o te hauwhā hei tautoko i tā mātou tautoko pai rawa atu mō ngā haumitanga katoa me te huarahi taurite ki te tohatoha whakapaipai. I te titiro whakamua ki te hauwhā tuarua, e tumanakohia ana ka whai wāhi ia o ā mātou wāhanga ki te EBITDA teitei ake i te hauwhā tuarua. I runga i te huarahi piki e tumanakohia ana mō tā mātou pakihi, ka tangohia e au he meneti torutoru ki te whakaatu i ia wāhanga whakahaere kua whakarārangihia i runga i te Kiriata 7 hei whakaatu i te āhua o tā mātou wehewehe i ā mātou wāhanga pakihi mā te whakamahi i ō mātou āheinga ahurei me te āhua o tā mātou whakamahi i te US
Ka tutuki i ngā painga o te maitai ngā hiahia o ā mātou kiritaki. Me tīmata tātou ki te rāngai Papatahi o Amerika Te Raki i te Kiriata 8. Ko tā mātou wāhanga hua papatahi o Amerika Te Raki he wāhanga matua o tā mātou ratonga pai rawa atu ki ngā rautaki katoa i a mātou e whakamahi tonu ana i ā mātou rino utu iti me ā mātou rawa hanga rino whakauru hei mahi i te ranunga kiritaki kanorau puta noa i ngā rerekētanga karaehe rino kei te piki haere ngā whakaritenga. Ka tukuna e mātou ki ā mātou kiritaki te rino e keria ana, e whakarewahia ana, e hangaia ana i te US. He painga whakataetae pumau tonu tā mātou rino utu iti, kua nui haere te hiranga o tēnei mea nā ngā whakararuraru tata nei ki ngā mekameka tuku rino o te ao.
Ko ā mātou tūranga rino roa kua whakaritea he pūtake mō te waihanga uara roa, i a mātou e whakawhānui tonu ana i tō mātou painga whakataetae kia nui ake ai te painga mō ā mātou mahi hanga rino mira iti. I te marama o Pēpuere, i pānuitia e mātou te taahiraa tuatahi i roto i tā mātou rautaki whakarewa, arā, te hanga i tētahi mīhini poaka i tō mātou whare Gary Works. Ko tā mātou haumitanga ki te kaha rino poaka a Gary he haumitanga māmā ki te whakapaipai ka taea te whakaputa hua nui puta noa i te pakihi. Tuatahi, ka whakamahia e ia te kaha oumu pupuhi nui i te tipu Gary ki te whakaputa rino poaka me te kore e whakaiti i te kaha hanga rino.
He rino roa te tipu o Gary, ko te tikanga he nui ake te rino wai e whakaputaina ana e te whare i te mea e pau ana i te mira rino hei whakaputa rino. Mā te tāuta i ngā mīhini rino poaka, ka taea e mātou te whakanui ake i te whakamahinga o te oumu pupuhi me te hanga i ngā hua pai i roto i tā mātou wāhanga hurihuri papatahi. Tuarua, ko tēnei haumitanga rino poaka, e tika ana kia tīmata te whakaputa i te tīmatanga o te tau 2023, ka tutuki i te 50% o ngā hiahia konganuku a Big River Steel, ko te tikanga ka taea e ia te whakakapi i te 50% o te rino poaka, te DRI, te HBI, te para noa rānei i ahu mai i te hunga tuatoru.us
He whai wāhitanga ahurei tā te maitai ki te huri i te mana o te rino iti te utu hei rauemi whāngai mō te kahui oumu hiko e tipu haere ana. Ka arotake tonu mātou i ētahi atu whai wāhitanga hei whakapai ake i tō mātou mana motuhake me te tuku i ngā rauemi rerekē ake. Kei te hurihia anō hoki tō mātou tapuwae hanga maitai whakauru. I whakatau mātou i te whakatau uaua engari he mea tika kia nekehia tō mātou matatini mā te neke i tō mātou tapuwae oumu pupuhi ki raro i te pihi utu me te whakanui ake i tō mātou kaha.
Kei roto i ā mātou āheinga whakarei ake ko ā mātou raina whakaoti hou hei whakaputa i ngā maitai kounga teitei e hiahiatia ana e ā mātou kiritaki, inā koa ko ngā kiritaki motuka me ngā kiritaki takai, i roto i ngā āhuatanga pai rawa atu. Ko ngā OEM motuka te hunga i nui te tono mō te maitai kaha-teitei matatau i mua, engari kei te tere te tautuhi a ā mātou mahi whanaketanga pakihi me te arumoni i ētahi atu mākete mutunga e whai hua ana mai i te maitai kaha-teitei matatau. E kī mai ana ā mātou kiritaki ki a mātou i ngā wā katoa ko mātou te kaiārahi i roto i te maitai kaha-teitei matatau, ā, kei te tipu haere tonu tā mātou wāhanga. Ahakoa ngā wero o te mekameka tuku i te tau kua hipa, i tukuna e mātou he maitai kaha-teitei matatau ake i te hauwhā tuatahi o te tau 2022 i tērā i te hauwhā tuatahi o te tau kua hipa.
Nā te ahunga whakamua kua mahia e mātou i roto i tā mātou wāhanga Mira Papatahi o Amerika Te Raki kua pai ake te hua me te manawanui. I te hauwhā tuatahi, i tutuki i a mātou he utu hoko toharite ōrite ki te hauwhā tuawhā o te tau kua hipa, ahakoa te hekenga o ngā utu ā-wāhi 34%. Nā tā mātou tūranga kirimana i taea ai e mātou te whakaputa i te EBITDA o te hauwhā tuatahi he nui ake i te toru o ngā hua o te hauwhā tuatahi o te tau kua hipa, ā, i hua ake he tawhē EBITDA neke atu i te 20%. Ko tā mātou wehenga mira iti i te kiriata 9, kei roto ko Big River Steel, he kaiārahi ahumahi i roto i te hanga maitai oumu hiko.
I puta anō ngā hua pūtea ārahi a Great River Steel i te umanga. Ko te tawhē EBITDA o te hauwhā tuatahi o te wāhanga he 38%, 900 ngā pūtake rānei, he teitei ake i ngā kaiwhakataetae mira iti pai rawa atu. Ko te auahatanga tukanga me te hua whakamiharo a Big River Steel, me tōna kaha ki te whakaputa maitai pumau me te 75% iti iho ngā tukunga hau kati kōtuhi i te hanga maitai whakauru tuku iho, ka waiho a Big River Steel hei tūāpapa hei tipu tahi me ōna kiritaki. I whakarongo mātou ki ā mātou kiritaki mō te maitai hiko neke atu i te tau ki muri, ā, mā tēnei huarahi kua whakaatu mātou i tō mātou whakapau kaha ki te mahi ki te mākete maitai hiko whānui.
Ko ngā kiritaki te hunga e ārahi ana i ā mātou mahi, e whakamōhio ana hoki i ā mātou haumitanga ki ngā maitai hiko kore-witi, ki ngā maitai hiko NGO rānei. Kāore mātou e ruarua mō te tere haere, me te kore e tatari ki ngā mahi a ngā kiritaki motuka. Nā ō mātou whanaungatanga tata ki ngā OEM i hihiri ai mātou, i māia ai hoki ka tutuki i ngā hiahia o ā mātou kiritaki ngā maitai hiko NGO angiangi, whānui ake ka hangaia ki Big River Steel, nā te mea e mōhio ana mātou ki tā rātou e anga atu ana. Kua whakaritea e ngā kiritaki he wā mō te raina NGO hou o te ao, e hangaia ana i te wā tika, ā, i roto i te tahua hei tīmata i te hauwhā tuatoru o te tau 2023.
Kei te whakawhānui ake hoki mātou i tā mātou pakihi whakakikoruatanga hiko tāpiri-uara i roto i te kaha whakapūmau, e ai ki ngā pānui a ō mātou kiritaki, hei whakatutuki i te hiahia e tipu haere ana i roto i ngā rāngai hanga, hiko me te motuka. Kei roto hoki tēnei haumitanga i te tahua me te wā tika mō te whakarewatanga i te hauwhā tuarua o te tau 2024. Nā te hokonga o Big River Steel i te wā tika i te tau kua hipa me te tere o te angitu i whiwhi tahi mātou, i tīmata mātou i te tīmatanga o te hauwhā whakamutunga i te Small Mill 2, kei te puni o Big River Steel.
Ko Big River Steel me Small Roller 2 te ingoa o Big River Steel Works, e matapaetia ana ka tukuna e rātou he $1.3 piriona i roto i te EBITDA huringa-katoa ā-tau i te tau 2026, ā, ka taea e rātou te whakaputa i te 6.3 miriona tana o te maitai. Kei te kī tonu mātou ehara i te mea ko te whakanui ake i te rahi, engari ko te whakapai ake. Ko te kaha ki te haumi te mea e hiahiatia ana e ā mātou kiritaki, ā, ko te huarahi tēnei hei āwhina i a mātou ki te whakapai ake i te mahi EBITDA huringa-katoa, te whakanui ake i te whakaputanga moni kore utu, me te whakaiti i te kaha o te whakapaipai me te waro.
E mōhio ana mātou ki ngā hiahia o ā mātou kiritaki ki te hanga maitai kounga teitei hei āwhina i a rātou ki te whakatutuki i ā rātou whāinga tango waro, koia mātou i tino harikoa ai i te wā i whakamanahia ai a Big River Steel hei mira maitai kawenga, koinei te mira maitai tuatahi me te anake ki te mahi pera. Me whai paearu pakari, manatoko motuhake ngā kiritaki hei whakamōhio i ā rātou whiringa mō te mahi tahi me ngā kaiwhakarato, ā, ka whakaratohia e ResponsibleSteel he tūāpapa noa puta noa i te mekameka uara maitai. Ko te Paerewa ResponsibleSteel e hangai ana ki ngā mātāpono 12, ā, e kapi ana i te whānuitanga o ngā paerewa e kapi ana i ngā huānga matua o te taiao, te pāpori me te whakahaere, te kawenga ESG rānei. Mā tēnei tohu ka whakaū i tō mātou kaiārahi ki te tuku hua me ngā tukanga pumau ki ō mātou kiritaki, me tō mātou whakapau kaha ki te ESG.
Kei te whakamahere mātou ki te tono mō te tiwhikete Whare Rino Kawenga mō te Mira Iti 2, i te wā tika mō tana tīmatanga kua whakaritea i te tau 2024. Hei kaihanga rino auaha, kei te whakatakoto a Big River Steel i ngā paerewa whāinga hou mō Amerika Te Raki. Nā, me kōrero tātou mō tā mātou wāhanga Pākehā i te kiriata 10, koinei te paerewa koura mō te hanga rino whakauru i Ūropi ki te Rawhiti.
I ngā marama kua taha ake nei, kua kaha te mahi a ā mātou tīma i Slovakia me te Hononga o Amerika ki te whakaiti i te pānga o te whakaekenga a Rūhia ki Ukraine ki tā mātou mekameka tuku rauemi mata. Kei te whakamahi mātou i ngā hononga hou me ngā hononga o mua hei pupuri i te tuku o te rino, te waro me ētahi atu rauemi mata, me te whakatutuki tonu i ngā hiahia o ngā kiritaki me te whai hua. Ahakoa te pakanga tonu i Ukraine, kei te mahi tonu tā mātou pakihi i ngā reiti whakamahinga teitei, ā, he kaihanga rino nui tonu, he kaiwhakarato pono hoki ki ngā kiritaki i Slovakia, Czech Republic, Poland, Hungary me te Hauāuru o Ūropi. Ka haere tonu tā mātou mahi ki ēnei hapori, ā, ka haere tonu tā mātou tautoko i te ōhanga me te hapori o Slovakia.
I roto i te huringa katoa, kua whakaatuhia e ā mātou mahi ki Slovakia ngā whiwhinga moni pakari me te rere moni kore utu, ko te hauwhā tuatahi te hauwhā tuatoru pai rawa atu i roto i te hītori. Hei whakamutunga, i te kiriata 11 ko tā mātou wāhanga ngongo. Kua pāngia tā mātou wāhanga ngongo e ētahi āhuatanga mākete uaua, engari e tino harikoa ana ahau ki tō rātou kaha ki te tohe tonu. I kaha te mahi a te tīma i te wā o te hekenga ki te whakapai ake i tō rātou tūranga utu, ki te aukati i ngā kawemai paipa hokohoko kore tika, me te whakarei ake i ā rātou tuku hua kia pai ake ai te tūnga i a rātou anō ina tae mai te whakaoranga.
Āe, kua tae te wā, ā, kei te mahi tā mātou wāhanga ngongo i tētahi ratonga whai hua ki te whakaora i te mākete pūngao o Amerika. Mā te oumu pewa hiko a Fairfield, i whakatūria i te tau 2020, ka whakapiki ake i te pai o te whakaputanga mā te whakahaere i te tukanga katoa mai i te tīmatanga ki te mutunga. Mā tēnei ka tere ake te urupare a ngā kiritaki, kaua ki te whakawhirinaki ki ngā rōpū tuatoru ki te whakarato i ngā papa e hiahiatia ana mō te whakaputa ngongo maeneene.
Ko ngā rauna whakaputa ā-roto me te hononga motuhake, tae atu ki te API, te hononga ā-whatumanawa me te hononga matatau, ka hangaia he huinga otinga whānui mō ngā kiritaki. I te hauwhā tuatahi, i piki rua te mahi EBITDA o te wāhanga Tubes mai i te hauwhā o mua, ā, e tumanako ana mātou ka haere tonu te whakapainga i te hauwhā tuarua. Kua kōrerotia e au, ā, ka kōrerotia anō e au. Ehara tēnei i te Amerika o tō tupuna tupuna.
maitai. Haere ki te tohatoha whakapaipai i te kiriata 12. Kei te tika tonu ā mātou kaupapa matua mō te tohatoha whakapaipai. Kei te kaha tonu te pepa toenga, ā, e hangai ana ki ā mātou whāinga nama me te EBITDA kua whakatikatikaina ā-hurihuri.
Kei te nui tonu te toenga moni whakamutunga i ā mātou whakapaunga whakapaipai mō ngā marama 12 e whai ake nei, kia tino tika ai te pūtea mō ngā haumitanga rautaki katoa. E matapaetia ana ka nui ake te pikinga o ā mātou hokonga hea i te hauwhā tuarua ina tutuki ā mātou whāinga tohatoha whakapaipai. I tēnei wā, e matapaetia ana ka nui ake te moni ka whakahokia mai i tā mātou e matapaetia ana i tēnei wā hei whakaputa i te rere moni kore utu i te hauwhā tuarua, ā, ka haere tonu mātou ki te whakamahi i tā mātou aromatawai hē. He mea tika kia kōrerotia anō.
Ina pai ā mātou mahi, ka pai hoki tā koutou mahi, ā, ka tino pai hoki tā mātou mahi. Kei te haere mai ō tātou rā pai rawa atu. E mōhio ana mātou ki te wāhi e anga atu ana mātou, ā, kei te whakauru mātou i tētahi putea iti te utu, nui te kaha, me te whakawhānui ake i tō mātou painga whakataetae ahurei. Ka whakaatuhia e Christie ā mātou hua me ngā tumanakohanga mō te hauwhā tuatahi mō te hauwhā tuarua.
Ngā mihi, e Dave. Ka tīmata ahau me te kiriata 13. Ko te moni whiwhi i te hauwhā tuatahi he $5.2 piriona, i tautoko i te EBITDA kua whakatikatikaina o te $1.337 piriona i te hauwhā tuatahi, ko tā mātou hauwhā tuatahi tino whai hua. Ko te tawhē EBITDA umanga he 26%, ā, ko te whiwhinga kua whakatikatikaina mō ia hea kua whakatōngia he $3.05.
Ko te rerenga moni kore utu mō te hauwhā tuatahi he $406 miriona, tae atu ki te $462 miriona i roto i ngā haumitanga whakapaipai mahi, e pā ana ki ngā rawa. I te taumata wāhanga, i ripoata a Flat i te EBITDA o te $636 miriona me te tawhē EBITDA o te 21%. He nui ake te teitei o ngā whakahounga kirimana utu-pūmau i te tau 2022, e whakaatahia ana i roto i tā mātou tipu ASP tau-ki-tau, nui atu i te whakakore i ngā hauhautanga ā-wā e rite ana ki tā mātou pakihi rino i te hauwhā tuatahi. Mō te toenga o te tau, ko tā mātou ake rino utu iti me te waro kirimana ā-tau kei te whakanoho pai i a mātou i roto i te taiao o ēnei rā e piki haere ana ngā utu rauemi mata.
Kei te pai tonu te mahi a tā mātou pakihi hurihuri papatahi, ā, kei te ara tika mātou mō tētahi atu taumata teitei i te tau 2022. I roto i te wāhanga mira iti, i ripoatahia e mātou te EBITDA o te $318 miriona me te tawhē EBITDA o te 38%, e tohu ana i tētahi atu hauwhā o te umanga – koia te mea e ārahi ana i te mahi tawhē mira iti. I Ūropi, i tukuna e tā mātou pakihi i Slovakia he EBITDA o te $287 miriona, neke atu i te rua o te mahi o te hauwhā tuatahi o te tau kua hipa, ā, e ai ki a Dave, ko te tuatoru o ngā hauwhā pai rawa atu. I roto i te ngongo, neke atu i te rua o tā mātou mahi i te hauwhā kua hipa, i whakaputa i te EBITDA o te $89 miriona, nā te mea nui ake ngā utu i roto i te mākete OCTG, ngā take hokohoko hou mō ngā kawemai OCTG, me ngā mahi ki te whakapai ake i tā mātou hanganga utu me te whakawhānui i ngā tau kua hipa. He pakihi hono tino whai hua.
Ko ā mātou hua o te hauwhā tuatahi he tīmatanga noa iho o te tau tino pai e tumanakohia ana e US Steel. I te hauwhā tuarua, ko tā mātou wāhanga Flat Rolling te mea i nui ake te pikinga o te putea me te EBITDA i whakaritea ki te hauwhā tuatahi. Ko ngā utu hoko wāhi teitei ake me te pikinga o te tono, ngā utu pumau mō te rino me te waro, me te kore o te wā i roto i te keri rino, me whai wāhi katoa ki te whakapainga nui o te EBITDA hauwhā-ki-te-hauwhā.
E matapaetia ana hoki ka eke te wāhanga mira iti ki te taumata teitei ake o te whakaputanga me ngā utu hoko. E matapaetia ana ka nui ake te utu mō ngā rauemi mata hei whakakore i te hau arumoni e matapaetia ana. I Ūropi, e matapaetia ana ka nui ake te utu mō ngā rauemi mata, inā koa te rino me te waro mai i ngā huarahi tuku rerekē. I tēnei wā, e matapaetia ana ko te EBITDA o te hauwhā tuarua te hauwhā tuarua pai rawa atu kua tuhia mō tā mātou pakihi Slovak.
I roto i tā mātou wāhanga paipa, e tumanakohia ana e mātou ka haere tonu te whakapainga pūtea, ko te nuinga mai i ngā utu hoko teitei ake, te kaha ake o te whakatinanatanga o ngā mahi hokohoko, me ngā painga tonu mai i ngā whakapainga utu hanganga. He iti noa iho te utunga o tēnei e whakaitihia ana e ngā utu para teitei ake mō ā mātou EAF. I te nuinga, e tumanakohia ana e mātou ko te EBITDA kua whakatikatikaina i te hauwhā tuarua ka teitei ake i te hauwhā tuatahi, ā, koinei te hua pai rawa atu mō te hauwhā tuarua. E Dave, hoki atu ki a koe.
Ngā mihi, e Christy. I mua i te tīmatanga o tā tātou pātai, me whai wā poto ahau ki te mārama ki te kiriata 14. Kei te whakatinana mātou i te huarahi ki te whakanoho anō i tā mātou pakihi ā muri ake nei, ā, ko te whakatinana i tā mātou rautaki pai rawa atu te mea nui ki te whakarato i tēnei whai wāhitanga mō ā mātou kiritaki me ō mātou hoa mahi, mō ō mātou kaipupuri hea me ngā hapori e noho ana mātou, e mahi ana hoki. Kei te whakatairanga mātou i ngā wāhanga matua o tā mātou rautaki i te wā tika me te tahua, tae atu ki te whakawhānui ake i tō mātou painga whakataetae i roto i te rino iti te utu, te hanga maitai iti me ngā āheinga whakaoti pai rawa atu.
I a mātou e whakatinana ana i ā mātou haumitanga rautaki kua panuitia, ka tukuna e mātou te $880 miriona tāra i roto i te EBITDA ā-tau me ngā whiwhinga moni ina tīmata tā mātou haumitanga rino poaka ki Gary Works i te tau 2023. Ka hopukina e mātou te wā i ia rā, ka hangaia he kaha, ā, ka whai rōpū kaha hei whakatutuki i ā mātou whāinga. He tika tā mātou rautaki, ā, ko te tau 2021 te taahiraa tuatahi i roto i tā mātou rapunga mō te mea pai rawa atu. Kua mutu tēnā, me haere tātou ki te Q&A.
Āe, ngā mihi nui ki a koe, e Dave. I roto i ngā tau e rua kua pahure ake nei, kua pā nui te mate urutā o te ao ki te huarahi e taunekeneke ai tātou me ō tātou kaipupuri hea matua. I te US
Steel, kua awhi mātou i te mahi tohatoha kia tata atu ai ki ā mātou kiritaki, kia whakapiki ake ai i te hua, te makona me te pupuri i ā mātou kaimahi. Kāore anō mātou kia hono atu hei whakahaere, kia kaha ake te taunekeneke ki ā mātou kiritaki, kia arotahi atu rānei ki te kimi i tētahi puna taranata hou hei whakauru atu ki tā mātou whakahaere. I roto i taua wairua, me te whakarite kia hangaia e mātou he huarahi hou hei taunekeneke ki ā mātou kaipupuri hea, i mahi tahi mātou me Say Technologies ki te whakautu tika i ngā pātai mai i ngā kaipupuri moni i te hui waea o te rā nei. Mā te whakamahi i te tūāpapa Say Technologies, i taea e ngā kaipupuri moni te tuku me te pōti i ngā take i te wiki kua hipa.