Yokhazikitsidwa mu 1993 ndi abale Tom ndi David Gardner, The Motley Fool imathandiza anthu mamiliyoni ambiri kupeza ufulu wazachuma kudzera patsamba lathu lawebusayiti, ma podcasts, mabuku, mizati yamanyuzipepala, mapulogalamu a wailesi komanso ntchito zogulira ndalama zapamwamba.
Yokhazikitsidwa mu 1993 ndi abale Tom ndi David Gardner, The Motley Fool imathandiza anthu mamiliyoni ambiri kupeza ufulu wazachuma kudzera patsamba lathu lawebusayiti, ma podcasts, mabuku, mizati yamanyuzipepala, mapulogalamu a wailesi komanso ntchito zogulira ndalama zapamwamba.
Mukuwerenga nkhani yaulere yokhala ndi malingaliro omwe angasiyane ndi ntchito yogulira ndalama ya Motley Fool. Khalani membala wa Motley Fool lero ndikupeza nthawi yomweyo malangizo apamwamba a akatswiri, kafukufuku wozama, zida zogulira ndalama ndi zina zambiri. Dziwani Zambiri
Mmawa wabwino ndipo takulandirani ku msonkhano wa Chart Industries, Inc. malinga ndi zotsatira za kotala lachitatu la 2021. [Mau kwa Ogwira Ntchito] Chilengezo cha kampaniyo ndi kufotokozera kwina kwatulutsidwa m'mawa uno. Ngati simunalandire chilengezocho kwa atolankhani, mutha kuchipeza poyendera tsamba la Chart pa www.chartindustries.com. Kubwerezanso kwa kuyimba kwa lero kudzapezeka pambuyo pa kuyimbako mpaka Lachinayi, Okutobala 28, 2021.
Zambiri zokhudza kubwerezabwereza kwa nkhaniyi zili mu lipoti la kampaniyo. Tisanayambe, kampaniyo ikufuna kukukumbutsani kuti mawu osamveka bwino omwe adanenedwa pamsonkhanowu ndi mawu owonera zam'tsogolo. Chonde onani zambiri zokhudzana ndi mawu owonera zam'tsogolo ndi zoopsa zomwe zili mu lipoti la ndalama la kampaniyo komanso zomwe zaperekedwa posachedwapa ku Securities and Exchange Commission. Kampaniyo siipereka udindo wosintha kapena kusintha mawu aliwonse owonera zam'tsogolo.
Zikomo Gigi. Mmawa wabwino nonse, ndipo zikomo chifukwa cholowa nafe lero pa foni yathu ya kotala lachitatu la 2021 yopezera ndalama ndikusintha malingaliro athu a 2022. Joe Brinkman, katswiri wa Chart Industrial Gases ndipo tsopano mkulu wathu wazachuma, yemwe adzakupatsani zotsatira za kotala pambuyo pake pa foniyi. Ndikutsimikiza kuti kukambirana kwa lero kuli pawiri ndipo ndikofanana ndi zomwe mwamva kuchokera kumakampani ena. Choyamba, mavuto anthawi yochepa omwe tidakumana nawo mu kotala lachitatu, momwe adakhudzira kotala lathu, ndi zomwe tachita komanso zomwe tikupitiliza kuchita kuti tipirire mphepo yamkuntho ndikupereka ndalama zolimba, monga momwe tinkayembekezera. Kachiwiri, tikuwona ntchito yolimba pa maoda osiyanasiyana ndipo zizindikiro zonse zikusonyeza kufunikira kwazinthu zathu.
Kotero, kuyambira ndi slide yachinayi ya deki yowonjezera yomwe yatulutsidwa lero. Buku lathu la maoda la $350M mu kotala lachitatu la 2021 likuwonetsa kukula kopitilira kwa kufunikira m'bizinesi yonse, kuposa momwe tinkayembekezera kumayambiriro kwa kotala chifukwa sitinayembekezere kapena kulandira maoda akuluakulu a liquefaction mu kotala lachitatu, zomwe tikuyembekezera ndi pafupifupi $300 miliyoni. Maoda a kotala lino anali okwera ndi 33% kuposa kotala lachitatu la 2020, zomwe zidapangitsa kuti buku lathu la maoda YTD likhale lokwera ndi 53% kuposa miyezi isanu ndi inayi yoyambirira ya 2020. Kuphatikiza apo, maoda azinthu zapadera adakwera ndi oposa 100% kotala lino poyerekeza ndi kotala lachitatu la 2020 komanso oposa 150% pachaka mpaka pano. Cryo Tank Solutions idawonetsanso kukula kodabwitsa panthawiyi, kukwera ndi 35% mu kotala ndi 53% m'miyezi isanu ndi inayi.
Maoda mu kotala lachitatu adathandizira kuti kotala lathu lachinayi lotsatizana likhale ndi mbiri yotsalira, tsopano yoposa $1.1 biliyoni, zomwe zidatilimbitsa chidaliro chathu pa chiyembekezo chathu cha 2022 ndipo tsopano tikuwona kuchuluka kwa ntchito zoyitanitsa mu chizolowezi chokhazikika kotala. Posonyeza mbali yakumanzere ya slide yachinayi, izi zikusonyeza zomwe timaona kuti ndi mulingo watsopano wanthawi zonse wa maoda a kotala lomwe timayembekezera. COVID isanachitike komanso nthawi ya mphamvu yoyera isanafike, kapena pakati pa 2016 ndi 2019, kuchuluka kwapakati pa $238 miliyoni kotala tsopano kumapitirira $300 miliyoni pa kotala. Pali zinthu zina zochepa zoti tiziyang'anira mu oda yathu yogwiritsira ntchito kotala lino. Tinayika maoda 60 okwana $1 miliyoni iliyonse mu kotala lachitatu ndi 152 chaka chino. Kotala lachitatu linali kotala lachiwiri motsatizana kwa ife ndi maoda 60 okwana $1 miliyoni. Tinalandiranso maoda atsopano 20 ndi maoda 65 kuchokera kwa makasitomala atsopano.
Kuyambira pachiyambi cha chaka mpaka kotala lachitatu la 2021, maoda athu onse a magulu azinthu zapadera adapitilira mulingo wawo wofanana wa maoda a 2020 onse. Mwanjira ina, m'miyezi isanu ndi inayi yoyambirira ya chaka, chiwerengero cha maoda azinthu zapadera m'magulu onsewa chidapitilira chiwerengero cha miyezi 12 yonse ya 2020. Maoda a zakumwa mu kotala lachitatu adakwera ndi 68% poyerekeza ndi kotala lachitatu la 2020, chifukwa cha kusungitsa mwachangu ndi kutumiza, komanso chifukwa cha kuchuluka kwa mtengo wazinthu zomwe zilipo. Zotsatira zake, gawo lina la bizinesi silinakumane ndi kuchepa kwa phindu chifukwa cha kuwonjezeka kwa mitengo yazinthu. Tikuyamba kuwona kuchira pang'ono, ngakhale mochedwa kuposa momwe tinkayembekezera, m'misika yachikhalidwe yamafuta ndi gasi, kuphatikiza kufufuza ndi kupondereza gasi wachilengedwe, ndi makina osinthira kutentha oziziritsidwa ndi mpweya omwe ali ndi kuchuluka kwakukulu kwa maoda m'miyezi iwiri ya 2020-2021, pepani. Mu Ogasiti ndi Seputembala, kotala lachitatu la 2021 linali kotala lomwe lili ndi maoda ambiri a makina osinthira kutentha oziziritsidwa ndi mpweya.
Chitsanzo china pomwe zinthu zathu sizikugwirizana ndi kuchuluka kwa mamolekyu. Chifukwa chake, bola ngati kusintha kwa mphamvu kukupitirira, tidzapindula ndi kubwezeretsa mafuta. Tsopano tiyeni tiwone tsatanetsatane wa katundu wokwera mtengo ndi zomwe zachitika kuti zithetse kuchedwetsa komwe kukuyembekezeka pamitengo yokwera kuposa momwe tinkayembekezera mu masilayidi 5 ndi 6. Ngakhale tikuyembekeza kuti kotala lachitatu la 2021 lidzakhala gawo lotsika kwambiri la zotsatira zoyipa pamtengo chifukwa cha mavuto awa, popeza zina mwazovutazi zathetsedwa - zachepetsedwa kwathunthu, zina zidakalipo ndipo zidzachepetsedwa pamene njira zolipirira zikutengedwa. tikuyembekeza kuti mitengo ikwera m'magawo otsatira, koma tikusinthanso malangizo athu a kotala lotsatira, kuphatikiza kusintha kwa nthawi yogulitsa ndi kupsinjika kwa mitengo. Tanena kale kuti tikuyembekeza kuti kotala lachitatu la 2021 liziwunika ngati ndalama ndi kupezeka kwa zinthu zikusintha kapena kuchepa kenako ndikuyankha mwachangu. Zinthu zinaipiraipira kotala lino.
Ngakhale kuti maoda ndi zinthu zina zatsala pang'ono kukwera, mavuto okhudza kayendetsedwe ka zinthu ndi ntchito mu unyolo woperekera katundu zinakhudza zotsatira zathu. Tinayankha mwachangu ndi ma markup, kukwera kwa mitengo yowonjezera komanso kuchepetsa ndalama zogwirira ntchito, koma palibe chilichonse mwa zomwe tachita mkati mwa kotala chomwe chinakhudza nthawi yomweyo phindu mu kotala. Pakadali pano tikulosera ntchito yomwe ikuchitika komanso nthawi yopezera ma markup komanso kuyendetsa bwino ntchito ndi magwiridwe antchito zomwe zimapangitsa kuti tibwerere ku margins wamba, gawo loyamba la sitepe limayamba mu kotala lachinayi ndikupitilira mpaka kotala lachiwiri la 2022, lomwe likuphatikizidwa mu zomwe talosera za chaka cha 2022. Tiyeni tibwerere m'mbuyo ndikumvetsetsa mavuto ndi zomwe timachita pa iwo. Slide 5, mzere woyamba ukuwonetsa momwe ndalama zogwirira ntchito zidapitilira kukwera mofulumira mu kotala lachitatu la 2021, ndi ndalama zosapanga dzimbiri, aluminiyamu ndi kaboni zomwe zimagwiritsidwa ntchito zikukwera ndi 12%, 18% ndi 24% motsatana kuyambira pa June 30 mpaka September 30. Kuyambira pa July 1, tachita kukwera kwakukulu kwa mitengo.
Sitinaone kusintha kwakukulu mu kotala lachitatu chifukwa cha kuchedwa kwa nthawi yathu komanso kukwera kwa mtengo kotala. Kuphatikiza apo, tinayamba kuwonjezera ndalama zowonjezera pa maoda atsopano onse kuyambira pakati pa kotala lachitatu la 2021 ndipo tinakweza mitengo kachiwiri mu Okutobala 2021. Ntchito yathu yopangira imakupatsani mwayi wokhazikitsa mitengo yamakono ya zinthu panthawi yovomerezeka ya pulogalamuyo. Chifukwa chake, mawu onsewa asinthidwanso. Mzere wachiwiri ukuwonetsa kusokonezeka kwa unyolo wopereka, kaya ndi kuchulukana kwa madoko, madalaivala, magalimoto akuluakulu, makontena, kupezeka kwa zinthu. Mwachionekere palibe chilichonse mwa izi chomwe chikugwirizana ndi tchati ndipo gulu lathu likugwira ntchito yochepetsa kusiyana kwa nthawi yogulitsa chifukwa cha kusokonezeka kwa unyolo wopereka. Komabe, izi zimalimbikitsanso nkhondo yathu yopezera chitetezo, zomwe zimakhudza kuyenda kwa ndalama kwaulere kwakanthawi kochepa. Ponena za kupezeka kwa madalaivala ndi magalimoto akuluakulu, mzere wachitatu ukuwonetsa vuto lomwe nthawi zambiri silimakambidwa kwambiri, koma loopsa kwambiri, losayembekezereka lomwe tidakumana nalo pakati pa Ogasiti 11 ndi Okutobala 7.
Ogulitsa gasi athu a mafakitale ayika vuto lalikulu pa zinthu zomwe zimafunika nayitrogeni ndi argon kwa makasitomala a gasi a mafakitale, kuphatikizapo ife, chifukwa cha kuyambiranso kwa kufunikira kwa mpweya chifukwa cha COVID-19, makamaka ku United States. Ngakhale tili ndi mwayi wogwiritsa ntchito imodzi mwa magalimoto athu omwe ali ndi vuto la cryogenic m'gulu lathu lobwereka ndikulemba ntchito dalaivala wovomerezeka kuti apereke gasi wachilengedwe kudzera mu netiweki yathu yogawa kuti tipitirize kupanga, kulephera kumeneku kwawonjezera ndalama zogwirira ntchito komanso kusagwira ntchito bwino. Chabwino n'chakuti, vuto lalikululi linathetsedwa pa Okutobala 7 ndipo kugawa tsopano kwabwerera mwakale. Pitani ku slide yachisanu ndi chimodzi, mzere wachinayi. Tikukumana ndi mavuto okhudzana ndi kupezeka kwa antchito komanso ndalama, kuphatikizapo momwe COVID-19 imakhudzira antchito.
Tikukhulupirira kuti tatenga njira zokwanira kuti tisakhudzidwe ndi mavuto a antchito mu kotala lachinayi, kupatulapo kukwera mwachindunji kwa malipiro a ola limodzi, komwe si kwakanthawi ndipo kudachitika mu kotala lachitatu poyankha kusunga ndi kulemba ntchito antchito ambiri opanga. Mu kotala, tidalemba anthu 372, ndipo opitilira 98% akadali nafe. Ngakhale tipitiliza kukweza malipiro, tidagwiritsanso ntchito zolimbikitsira olembetsa mu kotala, zomwe zidakhudza ndalama koma sizinaphatikizidwe mu malipiro oyambira. Nkhani yachiwiri ya ogwira ntchito yomwe idakula kwambiri mu Okutobala ndi kuwonjezeka kwatsopano kwa COVID-19 m'malo athu opangira zinthu ku US. Kuyambira pa Ogasiti 1 mpaka Seputembala 30, avareji ya 3.7% ya ogwira ntchito opanga zinthu m'malo athu ofunikira ku US adakhalapo kwa sabata imodzi chifukwa cha COVID-19.
Takhala ndi antchito ochepa kwambiri m'masitolo awa kuyambira Okutobala. Izi zidapangitsa kuti ntchito zathu zisamayende bwino, kusintha nthawi, komanso kusintha kwa ntchito zina chifukwa ntchito yathu mwachindunji idafalikira m'malo osiyanasiyana m'sitolo. Mu kotala, malo athu awiri opangira zinthu adatsekedwa kwakanthawi chifukwa cha Mphepo Yamkuntho Ida, zomwe zidapangitsa kuti maola antchito awonongeke. Izi ndi zotsatira zakanthawi kochepa popanda kuwonongeka kosatha kapena kosatha. Pomaliza, tikuyembekeza ndikukonzekera kupitiliza kukakamiza malamulo aku China ku maofesi athu ku China. Pomwe pakufunika, tapanga njira zosiyanasiyana zochepetsera mavuto. Koma pakadali pano, magetsi a sabata iliyonse a bizinesi yathu yaku China adzakhala asanu mwachizolowezi, awiri kapena anayi mwachizolowezi, atatu, ndipo ngati momwe zinthu zilili pano sizikusintha mkati mwa kotala, tidzafika pakati pa kotala lathu lachinayi popanda malire ena. Kuneneratu kwa China.
Ife — takhala tikuyankha nthawi zonse kusintha kwa mtengo wa zinthu ndi kusintha kwina kwa mtengo ndi kukwera kwa mitengo ndi ndalama zowonjezera. Mutha kuwona mu slide 7 kuwonjezeka kwa mtengo wa zinthu mu theka lapamwamba la slide. Kuyambira pachiyambi cha chaka, magulu athu atatu akuluakulu a zinthu zopangira: chitsulo chosapanga dzimbiri, aluminiyamu ndi chitsulo cha kaboni awonjezeka ndi 33%, 40% ndi 65% motsatana. M'masiku 20 oyamba a Okutobala, tinawona mitengo ya kaboni ndi chitsulo chosapanga dzimbiri ikukhazikika, koma poganizira momwe magnesium ilili, mitengo ya aluminiyamu inapitirira kukwera ndipo kupezeka kunachepa. Komabe, ndisanalankhule za mitengo yofunikira ndi ndalama zomwe tikuyika, ndi zifukwa za kusiyana pakati pa njirazi, ndiloleni ndilankhule za momwe timakhalira ndi chitetezo. Monga mukudziwa, kuyambira pachiyambi cha chaka takhala tikuwonjezera chitetezo komwe kumakhala koyenera kuwonjezera kwakanthawi ndalama zomwe zili pamwamba pa nthawi zonse, zomwe zidzakhudza ndalama zaulere. Komabe, chisankhochi chatilola kuti tisaphonye kutumiza kwakukulu kwa makasitomala athu.
Mwachitsanzo, talowa mu mapangano ena a chaka chimodzi ndi ziwiri, zomwe zatithandiza kusunga ndalama mu theka loyamba la 2022 poyerekeza ndi milingo yomwe ilipo panopa kutengera nthawi yomwe tinalandira ndalamazo. Ponena za mitengo, sitikuyembekezera kuti ndalama zogulira zinthu ziwonjezeke, monga momwe zinachitikira kuyambira kumapeto kwa kotala lachiwiri mpaka kumapeto kwa kotala lachitatu, motsatana. Titaona izi, kuwonjezera pa kusintha kwa mitengo komwe kwachitika kuyambira pa Julayi 1 ndi kubwerezanso kwa zinthu zonse kuti zigwiritsidwe ntchito potsegulira mapulojekiti okhala ndi nthawi yopereka ma tender, tinayambitsanso ndalama zowonjezera pakati pa kotala. Ngakhale ndi kusinthaku, sikokwanira kupitiliza ndi ndalama zomwe zikukwera mofulumira. Chifukwa chake, takhazikitsa kukwera kwina kwa mitengo kwa maoda atsopano onse, komwe kudzakhala kwakanthawi komanso kosatha, kutengera zomwe zagulitsidwa. Tagwira ntchito ndikupitilizabe kugwira ntchito ndi makasitomala athu a gasi a mafakitale ndi mapangano anthawi yayitali kuti atithandize kugwiritsa ntchito njira yogulira mtengo wa zinthu nthawi zambiri m'mapangano awa, popeza nthawi zokwera mtengo izi zikupitirira ndipo tikutsalira kumbuyo kwa njira yosinthira kotala panthawi ya kukwera mtengo kwa zinthu.
Kwa makasitomala athu omwe apambana pa izi ndikusunga ubale wathu wa nthawi yayitali, njira iyi idzabwerera ku nthawi yake yanthawi zonse, kaya kotala kapena theka la chaka, pamene zinthu zachuma zikukwera. Tikuthokoza kwambiri aliyense amene amagwira ntchito nafe kuti titsimikizire kuti tikhoza kupereka zinthu zawo momwe zimafunikira, koma tichite izi popanda kusokoneza bizinesi yathu. Kachiwiri, zikomo kwa iwo omwe akugwira ntchito yokonza zinthu zomwe zatsala pang'ono kusinthidwa kuti akwaniritse bwino ndalama zowonjezera zotumizira zina mwa maoda omwe alipo kale mu akaunti yathu yosungira. Mudzazindikira kuti takonza kukula kumeneku m'njira ziwiri zosiyana. Zinali zadala. Choyamba, pambuyo poti zinthu zasintha ndikubwerera kuzinthu zabwino, mitengo yathu ina idzakhalabe pamlingo wapamwamba, zomwe zidzakhala gawo lodziwika bwino kuti tisinthe mitengo nthawi zonse. Chachiwiri ndi ndalama zothandizira, zomwe ndi zakanthawi, ngakhale pakadali pano sizikudziwika. Chifukwa chake tidzakhala ndi kusinthasintha kwamitengo, koma khalani oona mtima ndi makasitomala athu chifukwa akuyesera kutichitira chilungamo.
Ndisanalankhule za chiyembekezo chathu cha 2022, ndipereka mwayi kwa Joe kuti akupatseni chithunzithunzi cha ntchito zathu zochepetsera ndalama zomwe tachita komanso zotsatira za kotala lachitatu.
Zikomo Jill Chithunzi chachisanu ndi chitatu chikuwonetsa ndalama zina zachilengedwe komanso zochita zina kuti ziwonjezere mphamvu. Zimene mukuwona pa chithunzichi zimagwira ntchito ziwiri: choyamba, kuchepetsa ndalama zogwirira ntchito, ndipo chachiwiri, kuonetsetsa kuti tili ndi mphamvu yoyenera m'malo oyenera kuti tikwaniritse nthawi yomaliza ya makasitomala athu. Kumanzere kwa tsamba lino, mutha kuwona gawo la njira zochepetsera ndalama zomwe tidatenga kapena kukhazikitsa mu kotala lachitatu. Izi si mndandanda wathunthu. Taphatikiza malo athu opangira zoziziritsa mpweya ku Tulsa kumalo athu opangira ku Beasley, Texas, ndikupanga malo opangira zinthu osinthasintha pamalo athu opangira ku Tulsa, omwe ali m'magawo osiyanasiyana oyambitsa, kutengera mzere wazinthu. Kuwonjezera kwa mizere yosinthika yopangira ku Tulsa kumatipatsa mwayi wopeza antchito aluso ndipo kumatithandiza kusuntha zovuta zopanga kuchokera kumalo ena. Mwachitsanzo, tamaliza kusamutsa ma ductwork ndi ma vacuum insulated assemblies kuchokera ku New Bragg, Minnesota, ndipo ndalama zina zikuyembekezeka kuyamba mu kotala lachinayi la 2021.
Malo omwewo ku Beasley adzakhala ndi malo athu okonzera ndi kupereka chithandizo ku Houston, ndipo m'miyezi ingapo ikubwerayi tidzaphatikizana ndi malo athu okonzera odziyimira pawokha ku Houston. Pazithunzizi mutha kuwona njira zina zogwirira ntchito bwino zomwe zikuchitika ku US ndi Europe. Pomaliza, tikupitiliza kukonza kapangidwe kathu ka SG&A ndi kuchotsa malo enaake mu kotala. Pomaliza, tikupitiliza kukonza kapangidwe kathu ka SG&A ndi kuchotsa malo enaake mu kotala. Наконец, мы продолжаем совершенствовать нашуструктуру SG&A, исключая конкретные позиции в этом квартале. Pomaliza, tikupitiliza kukonza kapangidwe kathu ka SG&A mwa kuchotsa malo enaake kotala lino.最后，我們继续完善我們的SG&A 结构，并在本季度进行了特定的职位裁减.最后，我們继续完善我們的SG&A 结构，并在本季度进行了特定的职位裁减. Наконец, мы продолжили совершенствовать нашу сструктуру SG&A ndi в течение квартала сокращали определенные рабочие места. Pomaliza, tinapitiriza kukonza dongosolo lathu la SG&A ndikuchepetsa ntchito zina mkati mwa kotala.Pa tsamba lachisanu ndi chinayi. Malonda a kotala lachitatu la 2021 anali $328.3 miliyoni, okwera ndi 20% kuposa kotala lachitatu la 2020, ndi kukula kwachilengedwe kwa 13.4%. Monga chikumbutso, malonda a Venture Global Calcasieu Pass mu kotala lachitatu la 2020 anali pafupifupi $25.6 miliyoni poyerekeza ndi pafupifupi $5 miliyoni mu kotala lachiwiri la 2021. Ngakhale palibe ndalama zazikulu zogwirizana ndi LNG mu kotala lachitatu la 2021. Kupatula kugulitsa mapulojekiti akuluakulu a LNG pakapita nthawi, ndalama zachilengedwe zinakwera ndi 25.2% mu kotala lachitatu la 2021 poyerekeza ndi kotala lachitatu la 2020 ndipo zinakwera ndi 13.6% chaka chilichonse mu 2021 poyerekeza ndi kumayambiriro kwa 2020.
Malonda mu kotala lachitatu la 2021 adaphatikizapo kukula kwakukulu kwa zinthu zapadera ndi mayankho a thanki yoziziritsa. Malonda a CTS adakwera ndi 14.7% motsatizana QoQ 2021 ndi 10% YoY, pomwe zinthu zapadera zidakwera ndi 9.5% QoQ 2021 ndi 108% YoY. .8% poyerekeza ndi kotala lachitatu la 2020. Kukonza zinthu zapadera, kukonza ndi kubwereka zidapanga 49.7% ya malonda athu onse. Pafupifupi 50% ya kotala lachiwiri motsatizana ndi 34.1% ya 2020 yonse. Mphoto yathu yonse ya kotala lachitatu la 2021 idakhudzidwa kwambiri ndi ndalama zomwe Gill adafotokoza. Phindu lonse lomwe linanenedwa linali 22.8% ya malonda, kuphatikiza ndalama zomwe sizimabwerezedwanso zokhudzana ndi ndalama zoyambira malo, kuphatikiza, kukonzanso ndi kuphatikiza malo. Posinthidwa malinga ndi ndalama zomwe sizimabwerezedwanso, phindu lonse losinthidwa monga peresenti ya malonda linali 26.5%, zomwe zikuwonetsa kulemera kwa ndalama zomwe tinali nazo mu kotala chifukwa cha kuwonjezeka kwachangu kwa ndalama zonyamula katundu, unyolo wogulira katundu ndi zipangizo.
Ndalama zonse zomwe zasinthidwa monga peresenti ya malonda zakhalabe zokhazikika kuyambira kotala lachitatu la 2020, kupatula LNG, ndipo zatsika nthawi zonse kuyambira kotala lachiwiri la 2021. Nkhani sizinakhudze kwambiri ndalama zonse zomwe zasinthidwa monga peresenti ya zinthu zapadera ndi malonda, kukonza, ntchito ndi kubwereka. Ndalama zonse zomwe zasinthidwa za zinthu zapadera monga peresenti ya malonda zinali zoposa 37%, mogwirizana ndi kotala lachiwiri la 2021, ndipo zikusonyeza momwe bizinesiyo imaonekera. Bizinesi ya Specialty Products makamaka imagwiritsa ntchito mitengo yochokera kuzinthu zomwe zimakhala ndi mtengo wotsika, kapena zinthu zomwe zimatumiza mwachangu, zomwe zikuwonetsa ndalama zambiri zomwe zilipo pamitengo yathu yamakono. Kukonza, kukonza ndi kubwereka ndalama zonse zomwe zasinthidwa zinali 28.7% ya malonda, kuphatikizapo ndalama zokonzanso zomwe zimagwirizana ndi chisankho chathu chogwirizanitsa malo athu okonzera ku Houston, Texas. Ndalama zonse zomwe zasinthidwa ndi RSL zinawonjezeka ndi ma basis point 510 motsatizana mu kotala lachiwiri la 2021, kuphatikiza kutumiza kotsika kuchokera ku China.
Chovuta kwambiri pa phindu lonse ndi losinthidwa ndi machitidwe osinthira kutentha. Nthawi yodziwira ndalama zomwe zimachokera ku polojekiti, poganizira kuchuluka kwa zinthu zomwe zapezeka, nthawi yotayika yopangira, komanso phindu lalikulu. Kuwonjezeka kwa SG&A kotala lachiwiri la 2021 mpaka kotala lachitatu kumachitika chifukwa cha kuwonjezera kwa LA Turbine ndi AdEdge. Kuwonjezeka kwa SG&A kotala lachiwiri la 2021 mpaka kotala lachitatu kumachitika chifukwa cha kuwonjezera kwa LA Turbine ndi AdEdge.Kuwonjezeka kwa ndalama zonse ndi zoyendetsera ntchito kuyambira kotala lachiwiri la 2021 mpaka kotala lachitatu kumachitika chifukwa cha kuwonjezera kwa LA Turbine ndi AdEdge. 2021 年第二季度到第三季度SG&A 的连续增长是由LA Turbine 和AdEdge 的增加推动的. 2021 年第二季度到第三季度SG&A 的连续增长是由LA Turbine Последовательный рост SG&A со 2-го по 3-й квартал 2021 года был обусловлен добавлением LA Turbine ndi AdEdge. Kukula kosalekeza kwa SG&A kuyambira kotala lachiwiri mpaka kotala lachitatu la 2021 kudachitika chifukwa cha kuwonjezera kwa LA Turbine ndi AdEdge.Pambuyo pake, Gill adzakambirana za nthawi yobweza ndalama komanso momwe polojekitiyi idzakhudzire phindu m'magawo akubwerawa. Slide 10 ikuwonetsa EPS yathu yosinthidwa ya kotala lachitatu ndi chaka mpaka pano ya $0.55 ndi $2.09, motsatana, kuphatikiza ntchito iliyonse yowunikira msika yomwe tidayikamo ndalama, yomwe idakhudza kotala lachitatu komanso kuyambira pachiyambi cha chaka. Kusintha kwa EPS kokhudzana ndi ndalama zina zomwe zimagwiritsidwa ntchito kamodzi kokha kumaphatikizapo kukonzanso, malipiro osiya ntchito, zoyambitsa ndi mizere yopanga, ndi ndalama zina zomwe zimagwiritsidwa ntchito kamodzi kokha. Popeza oyang'anira athu akuganiza kuti zipitilira, komanso nthawi yomwe ndalama zomwe mukuyembekezera kuchokera ku zochita zomwe mumamva, sitikuphatikizapo nkhani zomwe mukumva lero kuphatikiza pa zotsatira zoyipa pakupanga kapena magwiridwe antchito. Pofuna kukhala osamala kwambiri ndi ndemanga zokonzedwa ndi mafunso ndi mayankho, taphatikiza tsatanetsatane wa magawo ndi First of a Kind, chidziwitso chatsopano cha makasitomala mu chowonjezera. Pofuna kukhala osamala kwambiri ndi ndemanga zokonzedwa ndi mafunso ndi mayankho, taphatikiza tsatanetsatane wa magawo ndi First of a Kind, chidziwitso chatsopano cha makasitomala mu chowonjezera. Kuti tizikhala osamala kwambiri ndi ndemanga zomwe zakonzedwa komanso mafunso ndi mayankho, taphatikiza tsatanetsatane wa magawo ndi zambiri za makasitomala atsopano mu pulogalamuyi. Kuti tipeze ndemanga zokonzeka komanso mafunso ndi mayankho munthawi yake, taphatikiza tsatanetsatane wa magawo enaake, ndipo, koyamba mu pulogalamuyi, taphatikiza zambiri za makasitomala atsopano.
Kuphatikiza apo, nthawi zambiri timalandira mafunso okhudza nthawi yomaliza yofunsira ma fomu a 10-Q. Tikukonzekera kulengeza lero.
Slide 10 sikutanthauza kuti tidzapereka malangizo kotala mtsogolo, koma tikufuna kupereka zambiri zenizeni za kotala lotsatira. Poganizira za momwe tikuyembekezera kotala lachinayi, gulu lathu laphatikiza zina zowonjezera pa zomwe tikuyembekezera kugulitsa ndi kupeza phindu kotala lachinayi, komanso momwe timachitira nthawi zambiri poganiza kuti mavuto okhudzana ndi unyolo wogulira, kutumiza ndi katundu sangakwere. Pa slide 10 mutha kuwona kusintha kuchokera ku zomwe tikuyembekezera kale za malonda amkati kupita kumapeto otsika kwa zomwe tikuyembekezera kale kotala la Q3 ndi Q4 monga momwe zasonyezedwera pamzere woyamba. Zigawo zazikulu zosuntha kuchokera pamzere wachiwiri kupita ku wachisanu ndi chinayi sizokwanira mokwanira, koma zimaphatikizapo mayendedwe akuluakulu, kuphatikiza nthawi yomaliza ndi zotsalira za mapulojekiti osinthira kutentha ndi zidziwitso zopitilira.
Zosinthazi zikubweretsa malonda athu atsopano a kotala lachinayi la 2021 kufika pa $370M ndi kotala lachinayi kufika pa $370M kufika pa $390M. Monga tanenera kale, izi zikuchitika chifukwa cha kuchedwetsa kwa masiku omwe ndalama zomwe zikuyembekezeredwa kuti zipezeke kufika mu 2022, ndipo palibe chomwe chikuwononga ndalama. Kulosera kwathu kwatsopano kukuganiza kuti malonda mu 2021 adzawonjezeka ndi 11-13% poyerekeza ndi 2020. Slide 11 ikuwonetsa momwe tikuonera panopa za 2021, zomwe zimaganizira mavuto azachuma omwe adawonetsedwa kale, ndi zochita ndi nthawi zomwe zikuchitika mpaka pano kuti tithetse mavutowa kutengera zomwe zikuchitika panopa. Tikuyembekeza kuti phindu lonse lidzawonjezeka ngati peresenti ya malonda mu gawo lililonse, kupatula mayankho a thanki yoziziritsa, mu kotala lachinayi la 2021, ndi kotala lachitatu likuwonetsa phindu lochedwa komanso lochedwa mu kotala lachinayi chifukwa cha ndondomeko yamitengo. Mapindu onse monga kuchuluka kwa kukula kwa malonda m'magulu a RSL ndi Specialty Products akuyembekezeka kuyendetsedwa ndi kusakhazikika kwa zinthu ndi nthawi yokwera kwa mitengo, pomwe kukwera pang'ono kwa mapindu a HTS komwe kukuyembekezeka kumachitika chifukwa cha kuchuluka kwa malonda omwe ali ndi mapindu apamwamba.
Ndalama zomwe zasinthidwa zomwe sizikugulitsidwa pagawo lililonse la chaka chonse cha 2021 zikuyembekezeka kukhala pafupifupi $2.75 mpaka $3.10 pa magawo pafupifupi 35.5 miliyoni omwe ali ndi kulemera komwe kulipo, poganiza kuti msonkho woyenera ndi 19.5%, poyerekeza ndi zomwe tinali nazo kale za 18%. Tikuyembekeza kuti kotala lachitatu la 2021 lidzakhala ndi zotsatirapo zoyipa kwambiri pa margins, kutsatiridwa ndi kusintha kosalekeza m'magawo otsatira, makamaka popeza malo ena owoneka bwino a margin adzazindikira ndalama zambiri. Mitengo ndi zolipirira zikuyamba kuwonekera mu phindu ndipo nthawi zambiri m'ma voliyumu okwera kuti zithandize kunyamula antchito. Komabe, monga tanenera kale, nthawi zosatsimikizika, tikufunika njira zina zodzitetezera. Kupitilira ku slide 13, zomwe zanenedweratu pachaka za 2022. Ponseponse, tikudziwa bwino mapulojekiti enaake ndipo tikuyembekeza kuti kufunikira kwakukulu komwe taona chaka chino kupitirire, zomwe zikuthandizira kukhudzidwa ndi kuchedwa kwakukulu komanso kukwera kwa mitengo mu 2022.
Takweza malingaliro athu ogulitsa a chaka chonse cha 2022 kufika pa $1.7 biliyoni mpaka $1.85 biliyoni. Ngakhale tili ndi chiyembekezo chachikulu pa malingaliro atsopanowa, kupatula mapulojekiti ena atsopano kapena atsopano a LNG, tikuyembekeza kuti mapulojekiti atatu akuluakulu a LNG ku US Gulf Coast omwe avomerezedwa kale ndi FERC apange chisankho chomaliza choyika ndalama mu 2022. Tikuyembekeza kuti awiri mwa iwo adzawonekera m'buku lathu la maoda mu theka loyamba la chaka. Pambuyo pake, ndidzalankhula za ndalama zomwe zingatheke pa projekiti iliyonse yayikulu ya LNG ndi chifukwa chake chikhulupiriro chathu chakula. Komabe, kuti ndikupatseni mwachidule kukula kwa malonda mu 2022 pa slide 13, mzere woyamba ukuwonetsa kuchuluka kwa maoda omwe tikukonzekera kutumiza mu 2022. Pali zochepa zomwe zingachitike mpaka 2023 zomwe zingatheke kutulutsidwa mu 2022, koma izi sizikufotokozedwa pano. Popeza pali malingaliro ambiri, mzere wachiwiri ndi wachitatu ukuwonetsa mabuku ndi zombo zomwe zikuyembekezeka kutumizidwa mu 2022.
Mizere 4-6 ndi mapulojekiti ang'onoang'ono a LNG omwe tinkayembekezera kuti tidzawalemba koma akuyembekezeka kumalizidwa mkati mwa miyezi isanu ndi umodzi ikubwerayi chifukwa cha kusintha kwa nthawi komanso momwe ndalama zomwe zikuyembekezeka kukhudzira mu 2022. Mzere 7 ukuwonetsa ndalama zomwe zingabwere mu 2022 kutengera mapulojekiti ena owonjezera omwe adalembedwa kumayambiriro kwa chaka. Pomaliza, mzere wachisanu ndi chitatu ndi zomwe zikuyembekezeka kuchitika chaka chonse kuchokera ku kugula kwa AdEdge ndi LA Turbine. Ndalama zomwe sizingasinthidwe zomwe zikuyembekezeka kukhala pakati pa $5.25 ndi $6.50 pa magawo pafupifupi 35.5 miliyoni omwe ali ndi katundu, zomwe zikuyembekezeka kukhala ndi msonkho wa 19%. Apanso, kupatula LNG yayikulu iliyonse. Popeza tikuwona kuti tikuchedwa, tikuyembekeza kuwona kukula kwamphamvu kwa malonda kotsatizana kotala ndi chaka poyerekeza ndi theka lachiwiri la chaka. Lingaliro ili likuphatikizapo kuti tikuyembekeza kuti theka loyamba la 2022 liphatikiza kupitiliza kukana mavuto omwe tikukumana nawo pakadali pano ndikuchepetsa pang'onopang'ono ndi zochita zabwino zomwe zachitika mpaka pano.
Tsopano tiyeni tibwerere m'mbuyo pang'ono ndikulankhula za kufunikira komwe kukupitilirabe. Chifukwa chake mbiri ya mizinda iwiriyi ndi gawo lachiwiri la zomwe zikuchitika mu bizinesi. Kufunika kumeneku kosalekeza kumathandizira zikhulupiriro zathu mu njira zathu komanso tsogolo lathu. Timasiyanitsidwa ndi njira zathu zosagwiritsa ntchito mamolekyulu ndi zida, ndipo tikukhulupirira kuti kusintha kwa mphamvu kudzakhala yankho losakanikirana, zomwe zonse tidzapindula ndi kubwezeretsa kapena kubwezeretsa mafuta ndi gasi wamba. Chifukwa chake, pa slide 15, tawonetsa mphepo zitatu zomwe tikuganiza kuti zidzasintha machitidwe m'zaka khumi zikubwerazi, komanso momwe mabungwe aboma ndi achinsinsi akugwirira ntchito pazinthu zokhazikika. IEA ndi Roadmap yake yolimbana ndi Zero Emissions zikuwonetsa kuti zomwe zaperekedwa masiku ano zidzachepetsa mpweya woipa ndi 20% pofika chaka cha 2030, zomwe ndizofunikira kuti dziko lonse lapansi likhale panjira yopanda zero pofika chaka cha 2050.
Njira ina yoganizira izi ndi yakuti ngati sitiyamba tsopano, dziko lapansi silingathe kukwaniritsa zolingazi, ngakhale mutachita zonse zomwe mungathe pambuyo pa zaka khumi. Kuphatikiza apo, mayiko 90 alengeza kuti palibe zolinga, zomwe zikuyimira 78% ya GDP yapadziko lonse. Tsopano 82% ya GDP yapadziko lonse lapansi imachokera ku CO2 ndipo mayiko 32 ali ndi njira za hydrogen zothandizidwa ndi boma. Poyerekeza ndi chaka chatha, kukula kwa ziwerengerozi n'kofunika kwambiri, zomwe zikusonyeza kuti malingaliro a dziko lapansi akupita patsogolo ku chitukuko chokhazikika. Pamene kukula ndi zomangamanga za mphamvu zongowonjezwdwanso zikukula, tikuyang'ana kwambiri pa kuchita zinthu mwanzeru, pamene tikuonetsetsa kuti mphamvu zikhazikika komanso zokhazikika. Mpweya wachilengedwe umagwira ntchito yofunika kwambiri pa izi. Mzere wachitatu wa slide 16 ndi wofunikira. Izi zimakwaniritsa kufunikira kwachangu kwa mphamvu popanda kusokonezedwa kapena kusokonezedwa, ndipo nthawi zina, koyamba, zimapereka magetsi kwa anthu ndi madera monga South Africa ndi India. Kufunika kwa mphamvu zokhazikika, kuphatikiza ndi chikhumbo cha mayankho oyera komanso ochezeka kwambiri ndi chilengedwe, kudzatipindulitsa.
Choncho pitirizani ku slide 16 yokhudza ntchito zopanda organic zomwe takhala tikuchita m'miyezi 12 yapitayi komanso momwe zimatiyikira bwino ndi zida zathu zonse zoyera komanso zofananira. Sindidzataya nthawi yambiri pa slide iyi kupatula kunena kuti maulalo athu pakati pa kuyeretsa, magetsi oyera, madzi oyera, chakudya choyera ndi mafakitale oyera ndi okhazikika ndipo safuna ntchito zina zosapangidwa ndi organic. Makasitomala athu amatha kusankha kuchokera kuzinthu zosiyanasiyana zomwe timachita, mosasamala kanthu za mamolekyulu kapena ukadaulo. Chifukwa chake, amatha kusankha yankho lathunthu kapena gawo kuchokera kuzinthu zathu. Pakadali pano tili pamalo abwino pakusinthaku chifukwa cha kukula kosapangidwa ndi organic komwe kudachitika chaka chatha pamtengo womwe tikukhulupirira kuti ndi wolondola kwambiri. Kukhala ndi yankho loyambira kumapeto kwa chaka kukuyamba kuthandiza, ndipo tikuyembekeza kuti lipitirire kukulitsa bizinesi yathu yogulitsa zinthu zomwe timapanga. Kuphatikiza apo, ntchito zophatikizana mu bizinesi yathu yopanda organic zili pa nthawi yake ndipo tikuyembekeza kuti ndalama zokhudzana ndi malonda ndi kuphatikiza zichepa mu 2022.
Kugula komwe tachita chaka chatha kwawonetsedwa pa slide 17. Kukuthandiza kwambiri pakusunga ndalama zathu ndipo kudzayamba kuyenda bwino mu P&L mu 2022. Kugula konseku komwe kunachitika pakati pa Okutobala 2020 ndi Juni 2021, kuli ndi mtengo wogulira wa $105 miliyoni pa onse anayi ndipo kwapeza maoda opitilira $175 miliyoni kuyambira pomwe mgwirizano wawo unatha. Kugula komwe tachita chaka chatha kwawonetsedwa pa slide 17. Kukuthandiza kwambiri pakusunga ndalama zathu ndipo kudzayamba kuyenda bwino mu P&L mu 2022. Kugula konseku komwe kunachitika pakati pa Okutobala 2020 ndi Juni 2021, kuli ndi mtengo wogulira wa $105 miliyoni pa onse anayi ndipo kwapeza maoda opitilira $175 miliyoni kuyambira pomwe mgwirizano wawo unatha.Kugula komwe tapeza chaka chathachi kwawonetsedwa pa slide 17. Kumapereka chithandizo chachikulu ku buku lathu la maoda ndipo kudzayamba kuzindikirika ngati phindu kapena kutayika m'njira yomveka bwino mu 2022. Kugula konseku komwe kwachitika pakati pa Okutobala 2020 ndi Juni 2021 kuli ndi mtengo wogulira wa $105 miliyoni pa onse anayi ndipo kwalandira maoda opitilira $175 miliyoni kuyambira pomwe mapangano awo adatsekedwa.Kugula komwe tamaliza chaka chatha kwawonetsedwa pa slide 17. Kumawonjezera kwambiri buku lathu la maoda ndipo kudzayamba kuyenda bwino kwambiri mu phindu ndi kutayika mu 2022. Kugula kanayi kunamalizidwa pakati pa Okutobala 2020 ndi Juni 2021 pamtengo wonse wogulira makampani anayi wa $105 miliyoni, ndi maoda opitilira $175 miliyoni omwe adayikidwa kuyambira pomwe adatseka. Komanso, pansi kumanzere kwa slide, mutha kuwona mgwirizano wina wa kuphatikiza uku. Ndikufuna kunena kuti kuphatikiza kwa BlueInGreen, AdEdge ndi Chart ndi ChartWater kudalandira chithandizo chachikulu koyambirira ndipo monga ndidanenera kale, iyi ndi gawo lathu losafunika kwambiri pakukula m'zaka zaposachedwa ndipo kuyeretsa madzi ndiye patsogolo. Mwachitsanzo, AdEdge idalengeza mwezi wake wapamwamba kwambiri wa maoda a 2021 mu Seputembala, mwezi wathu woyamba wa umwini. Kuyambira pomwe tidagula BlueInGreen mu Novembala watha, zopereka za As-a-Service zoyeretsa madzi ndi ntchito zamafakitale zakula ndi 62%.
Slide 18 ikuwonetsa ntchito yathu ya haidrojeni, yomwe idapitilira zomwe tinkayembekezera pa kuchuluka kwa maoda okhazikika ngakhale popanda maoda aliwonse a zida zoyeretsera madzi mkati mwa kotala. Chaka chino, tidalandira maoda okwana $200 miliyoni okhudzana ndi haidrojeni m'miyezi isanu ndi inayi. Talemba mbiri ya malonda a haidrojeni, phindu lonse ndi ndalama zogwirira ntchito mu kotala lachitatu, kuphatikiza kuyambitsidwa kwa thanki yathu yamadzimadzi yamalonda komanso kuyambitsidwa kwa pampu yathu yamadzimadzi ya hydrogen ya 1000 bar psi. inch kotala lino latipatsa chidaliro ndipo lingatilole kuwonjezera msika wathu wa hydrogen womwe umayang'aniridwa kwakanthawi kochepa m'miyezi/kota zikubwerazi. Izi ndi zazing'ono koma zofunika chifukwa zikuwonetsa kuchuluka kwa kumamatira poyerekeza ndi miyezi 12 yapitayo. Chimodzi mwa zipolopolo zomwe zili pa slide tsopano chaperekedwa chifukwa tsopano tili ndi njira yapadera yogwiritsira ntchito haidrojeni kuti tipindule ndipo sitidalira haidrojeni kwathunthu chifukwa haidrojeni ndiye wopambana pakusintha kupita ku mphamvu.
Izi zikutsimikiziridwanso ndi zomwe tapereka panopa za malingaliro omwe angakhalepo pakupanga mafakitale opangira haidrojeni okwana pafupifupi $1 biliyoni kwa makasitomala oposa 325 ndi makasitomala omwe angakhalepo, ndi malo oti mapaipi apitirire $500 miliyoni asanafike kotala lachitatu la 2022. . Paipiyi ikuphatikizapo zopereka za ma trailer opitilira 115, malo odzaza mafuta pafupifupi 30 ndi njira zambiri zothira madzi kwa makasitomala padziko lonse lapansi kuphatikiza Europe, North America, South Korea ndi Australia, kuphatikiza zisanu ndi chimodzi zomwe tikuyembekeza kuti zitha kupezeka m'miyezi isanu ndi umodzi ikubwerayi. Mu kotala lachitatu la 2021, tidayikanso oda ya $9.7 miliyoni ya matanki osungira haidrojeni yamadzimadzi ku China. USA, ndipo tidayamba kotala lachinayi ndi oda yopangira zida za haidrojeni zokwana 30 t/d ku USA ndi oda yachinsinsi ya projekiti ku South Korea. kuti m'miyezi ingapo yapitayi, kugawa kwathu ntchito zogula haidrojeni kwafalikira kwambiri, zomwe sizongopindulitsa pakukula kwa bizinesi yathu. Ndi chizindikiro chabwino cha kuvomerezedwa kwa haidrojeni padziko lonse lapansi.
Ponena za ma trailer a haidrojeni, tili ndi maoda opitilira 60 m'miyezi 12 yapitayi ndipo tinatumiza 7 mu Seputembala, chomwe ndi chitsanzo cha kukula kwa mphamvu zathu pamlingo wa ma trailer 52 pachaka, ndipo tipitiliza kugwira ntchito molimbika. Mu 2022. Kuwirikiza kawiri mphamvu izi pachaka. Makasitomala athu ambiri akuyang'ana pa haidrojeni yamadzimadzi ngati yankho lonyamulira katundu wolemera, kuchokera ku malole kupita ku sitima ndi ndege. Chitsanzo chimodzi ndi STOKE Space Technologies, tinagula haidrojeni yawo mkati mwa kotala. Chitsanzo china ndi mgwirizano wathu ndi Hyzon Motors kuti tipange galimoto yolemera ya kalasi 8 ya makilomita 1,000 pogwiritsa ntchito matanki atsopano a haidrojeni yamadzimadzi omwe ali m'bwalo. Slide 19 ikuwonetsa ntchito yogwira kaboni mu kotala lachitatu, yomwe ndikuganiza kuti ndiyo yoyambitsa kuwonjezeka kwa ntchito zamalonda za CCUS posachedwa. Ndinanena chaka chatha kuti ndimaganiza kuti kugwira kaboni kunali kumbuyo kwa haidrojeni pafupifupi chaka chimodzi pankhani ya ntchito zamalonda, koma poganizira kusintha kosiyanasiyana pamsika, zidapezeka kuti kugwira kaboni kunali kumbuyo kwa haidrojeni miyezi 18.
Koma zochitika za kotala lino, kuphatikizapo mgwirizano wathu ndi TECO 2030, Ionada ndi FLSmidth, zakhudza misika yofunika kwambiri komwe kugwidwa kwa mpweya wa kaboni kudzakhala gawo lofunika kwambiri pa ntchito zake zochotsa mpweya wa kaboni, kuphatikizapo kutumiza, simenti, mafakitale ndi mphamvu. Posachedwapa talandiranso ndalama zokwana $5 miliyoni kuchokera ku US Department of Energy for SES low temperature capture technology kuti tipange, kumanga, kuyitanitsa ndikugwiritsa ntchito njira yathu ku Central Plains Cement Company, kampani yothandizidwa ndi Eagle Materials, komanso fakitale yawo ya simenti ku Missouri. Ntchitoyi idzakulitsa makina athu a CCC kufika pa matani 30 patsiku komanso kusonyeza kuti makinawa amatenga CO2 yoposa 95% kuchokera ku mtsinje wa flue gas womwe ukubwera ndikupanga mtsinje wamadzimadzi wa CO2 wokhala ndi chiyero choposa 95%. Tikuyembekeza kuti chiyerocho chikhale choposa 99%. Chofunika kwambiri mu kotala lino chinali chakuti tinalandira oda yaukadaulo ya zinthu zathu zogwidwa ndi mpweya wa kaboni kuchokera ku kampani yopanga mafakitale yogulitsidwa pagulu yomwe imapanga zipangizo zamakampani omanga nyumba, komanso oda yaukadaulo ya CCUS ndi KAUST ku Middle East.
Maoda awiri aukadaulo akuyembekezeka kusinthidwa kukhala maoda athunthu a pulojekiti ya CCS mkati mwa miyezi 12 ikubwerayi. Pomaliza, ukadaulo wathu wokhudza kaboni wa SES unadziwika ngati njira yopambana kwambiri yopezera kaboni ndi ofufuza a MIT ndi ExxonMobil ndipo adapeza kuti mtengo wopanga simenti ndi CO2 pogwiritsa ntchito ukadaulo wathu wa CCC ndi wokwera ndi 24% kuposa kupanga simenti popanda CO2 ndi ukadaulo wina wokhudza kaboni. . ndalama zopangira simenti ndi CO2 ndi zokwera ndi 38-134% kuposa zopangira simenti popanda CO2. Chifukwa chake, mapeto omaliza a zokambiranazi ndi akuti popanda kulanda ndi kusunga kaboni, zolinga zochepetsera kaboni pofika chaka cha 2030 sizingakwaniritsidwe. Chifukwa chake khalani tcheru kuti muwonjezere kukula pamsika uno.Nkhani yofunika kwambiri, tinakambirana mwachidule pa nthawi ya Q2 P&L, koma ndidzakhala ndi nthawi yochulukirapo pazinthu zenizeni za LNG chifukwa cha chiyembekezo chomwe takhala nacho m'masabata angapo apitawa chokhudza chilengezo chachikulu cha LNG chomwe chikubwera.Ndiponso, monga mukuonera pa slide 20, mapulojekiti athu a LNG omwe angakhalepo akukulanso.
Monga chikumbutso, tikugawa bizinesi ya LNG m'magawo atatu. Choyamba, ndi zomangamanga, kuphatikizapo magalimoto akuluakulu, malo osungira mafuta, zoyendera, makontena a ISO, LNG ya sitima. Chachiwiri ndi mapulojekiti ang'onoang'ono komanso a anthu wamba. Chachitatu ndi LNG yayikulu, yomwe sitiyiyika mu zolosera zathu kapena zolosera, koma tili ndi maoda okwana $1 biliyoni chaka chamawa pamene zisankho zomaliza zoyika ndalama zimapangidwa pamapulojekiti awa. Zotsatira zake, LNG ili pamalo abwino pamsika kuti isinthe kuchoka pa mapangano anthawi yochepa kupita ku mapangano anthawi yayitali pomwe kufunikira ndi kufunikira kukuchepa. Makamaka, tikuona izi m'mapulojekiti a malo otumizira katundu kunja m'mphepete mwa nyanja ya US Gulf of Mexico. Tikuyembekezera kuti malo atatu akuluakulu otumizira katundu kunja kwa LNG ku US Gulf Coast adzalowa nawo FID mu 2022. Monga ndanenera, awiri mwa mapulojekiti atatuwa akuyembekezeka kulandira maoda athu mu theka loyamba la chaka chino. Palibe mapulojekiti awa omwe asungidwa pano ndipo palibe omwe akuphatikizidwa mu zolosera zathu za 2022. Mosamala tikuyembekezera kuti Venture Global Plaquemines Phase 1 (10Mtpa) isinthe kukhala FID mu theka loyamba la chaka, ndipo onani zomwe ndanena mosamalitsa.
Tikuyembekezeranso kuti pulojekitiyi ikhale ndi zithunzi zoposa $135 miliyoni. Mu kotala lachitatu, VG ndi Polish Oil and Gas Co adalowa mgwirizano womwe PGNiG idzagula matani ena 2 miliyoni kuchokera ku Venture Global kwa zaka 20. Ndi mphamvu yopangira matani 11 miliyoni pachaka, tikuyembekeza kuti gawo loyamba la pulojekiti ya Tellurian Driftwood liphatikizepo ndalama zoposa $350 miliyoni pa tchati. Adasaina pangano logulitsa ndi kugula ndi Shell mu kotala lachitatu, zomwe zidapangitsa kuti malonda a LNG amalizidwe pa mafakitale awiri oyamba, ndipo akufuna kuyamba kumanga kumayambiriro kwa 2022. Tikuyembekeza kuti pulojekiti ya Cheniere Corpus Christi Phase III iphatikizepo ndalama zoposa $375 miliyoni mu ndondomeko zomwe zidalengezedwa sabata yatha ndipo ENN LNG yavomereza kugula matani pafupifupi 900,000 a LNG pachaka. Izi zikuwonetsanso kusintha kwina mu mgwirizano wathu wanthawi yayitali wa mphamvu zathu za LNG poyembekezera FID Phase 3 ku Corpus Christi chaka chamawa, adatero Schenier. Mtundu wachiwiri wa LNG uli pamlingo wochepa.
Tili ndi ma LOI awiri a mapulojekiti omwe sanasungidwebe, ndipo ndicho chinthu chachikulu chomwe tikuganiza mu 2022 monga momwe mudawonera paulendo. Mapulani awa amagwira ntchito ku mapulojekiti akuluakulu ku Eagle Jacksonville, Florida ndi New England. Pulojekiti ya New England ikuyembekezera kuvomerezedwa ndi Bungwe la Mzinda. N'zosadabwitsa kuti bungweli lakhala likuyika izi pa ndondomeko ya misonkhano kwa miyezi ingapo yapitayi, koma alibe nthawi ya misonkhanoyi. Koma tikukhulupirira kuti zidzavomerezedwa pamsonkhano wa bolodi wa lero, ndipo tikuyembekezera kudziwitsidwa posachedwa. Pomaliza, m'gulu la zomangamanga, tikupitiliza kuwona kukula kwakukulu kwa magalimoto a matanki a LNG, makontena a ISO ndi zida zina zokhudzana nazo. Kumapeto kwa Seputembala, tinalandira oda yogula ya LNG ya $19 miliyoni ya magalimoto angapo ocheperako, oda yathu yachiwiri yogula m'zaka zambiri. Maoda a matanki a LNG a magalimoto adakhalabe olimba kwambiri mu kotala lachitatu la 2021, opitilira $33 miliyoni, zomwe zimapangitsa maoda a chaka cha 2021 pafupifupi $105 miliyoni kuposa chaka chilichonse m'mbiri yathu, kuphatikiza maoda atsopano a makasitomala ku Poland ndi India. , Zimasonyeza kuvomereza kwakukulu kwa LNG ngati mafuta panthawi ya kusintha kwa mphamvu.
Pomaliza, monga gawo la mapulani osinthira zombo ziwiri zaku US kupita ku LNG mu magawo akubwerawa, talandira kafukufuku waukadaulo wa eni zombo zaku US.
Pofika pa Seputembala 30, 2021, ndalama zathu zonse zinali 2.99. Monga momwe zasonyezedwera kumanzere kwa slide 22, tinatseka kukonzanso ndalama pa Okutobala 18, 2021, zomwe zinasintha nthawi, zinawonjezera mphamvu, zinakulitsa kukhwima kwa zida zathu, ndikuchepetsa ndalama. Chipolopolo chokhazikika cha $1 biliyoni ichi chinawonjezera mphamvu yathu yobwereka chipolopolo kuchoka pa $83 miliyoni kufika pa $430 miliyoni pochotsa chiwongola dzanja chochepa cha madola cha 50 basis points, ndikusunga pafupifupi $2.3 miliyoni pachaka pamlingo wamakono wobwereka, ndikuchotsa lamulo losonkhanitsa ndalama m'malamulo okhudzana ndi COVID. . Kwa nthawi yoyamba m'mbiri yathu, tikutsatira malamulo ndipo tikuphatikiza chinthu chokhazikika mu chida chathu cha ngongole, ndi kuchepetsa ndalama zina zomwe zikugwirizana ndi kuchepetsa kwathu mphamvu ya mpweya woipa m'zaka zisanu zikubwerazi. Zolinga zikugwirizana mwachindunji. Choperekachi chikuyang'ana pa 150% ya cholinga cha gulu lathu la mabanki chomwe chilipo cha 100% ya $1 biliyoni.
Pomaliza, mutha kuwona kuzindikira kwa zochita zathu za ESG pa slide 23, kuphatikizapo kuzindikira Gastech ngati Champion of the Emission Reduction of the Year kotala lino, komanso kukhala womaliza mu gulu la Gastech Awards m'mabungwe omwe amayimira kusiyanasiyana ndi kuphatikiza. Komanso mwezi watha, tinasankhidwa kukhala omaliza mu mphoto za S&P Global Platts Energy chifukwa cha udindo wa makampani pagulu. Komanso mwezi watha, tinasankhidwa kukhala omaliza mu mphoto za S&P Global Platts Energy chifukwa cha udindo wa makampani pagulu. Malingaliro a kampani S&P Global Platts Energy pamtengo waposachedwa kwambiri pamakampani onse a S&P Global Platts Energy. Komanso mwezi watha, tinali opambana mphoto ya S&P Global Platts Energy Corporate Social Responsibility Award.同樣在上个月，我們在S&P Global Platts Energy 企业社会责任奖中入围. S&P Global Platts Energy 企业社会责任奖中入围 S&P Global Platts Energy yatithandizanso kuti tigwiritse ntchito bwino ndalama zogulira ndalama za S&P Global Platts Energy. Komanso mwezi watha, tinasankhidwa kuti tikalandire Mphotho ya S&P Global Platts Energy Corporate Social Responsibility Award.Ine ndi Jill tikufuna kutenga nthawi m'malo ovuta awa kuti tiyamikire mamembala a gulu lathu chifukwa chokhala osamala, kuchita mwachangu njira zosiyanasiyana zobwezeretsera ndalama, ndikupitiliza kupanga zambiri mwapadera zathu za mayankho okhazikika, zokonda komanso zosowa zamamolekyu. - zinthu zosakhulupirira Mulungu.
[Malangizo a Wogwiritsa Ntchito] Funso lathu loyamba likuchokera kwa Ben Nolan wa ku Stifel. Mzere wanu tsopano watsegulidwa.
Sakanizani ziwirizi mwachangu apa. Kenako zisintheni. Choyamba, ziyenera kukhala zachangu. Mu Gawo 3 Corpus Christi, kodi chiwerengerocho ndi chachikulu kuposa kale pankhani ya zomwe muli nazo? Zikuoneka choncho. Ndikungofuna kudziwa ngati pali zina zowonjezera zomwe zingagulitsidwe. Komabe, funso lina linali lofunika kwambiri ndipo mwachionekere linali kotala lovuta. Pali zinthu zomwe simunayembekezere, ndipo palibe amene ankayembekezera kuti zingakhudze apa. Koma poganizira [vuto laukadaulo] lanu la 2022, ndikungoyesa kupeza zomwe zili mkati mwake kuti ndizigwiritse ntchito. Ndipo - mukuganiza chiyani, inde - ngati china chake chichitika mosalephera, sichikuyenda monga momwe munakonzera, ngati malo okwanira m'boma lanu adaganiziridwa?
Chabwino, zikomo Ben. Ndiloleni ndipereke yankho loyamba la Gawo Lachitatu la Corpus Christi. Chiwerengerochi ndi chokwera kuposa kale. Ndikufunanso kunena kuti iyi ndi nthawi yoyamba izi kuchitika, zomwe zimawonjezera chidaliro changa kuti ogwira ntchito onse oyenerera a mapulojekiti atatu omwe ndawafotokoza mu Big LNG akukhutira kuti tikutulutsa mulingo wa zomwe tikuyembekezera kuti zifike pagulu. . Kotero ndi zabwino. Ndipo, kuti muyankhe funso lanu mwachindunji, pali zina, nthawi zonse momwe mapulojekitiwa amagwirira ntchito, ntchito yopitilira kumbuyo pakati pa EPC, woyendetsa ndi Graph, mozungulira kapangidwe kake, momwe zingawonekere, magawo omwe amagwirizana. .
Kotero pali kusintha komwe kwatithandiza kwambiri, ndipo ndemanga zokhudza kubwerezabwereza ndi kubwerezabwereza n'zosavuta poganizira kusintha kwa malo akuluakulu. Chifukwa chake izi ziwiri ndi zomwe zimapangitsa kuti zinthu ziwonjezeke pa ntchitoyi. Kenako, pa funso la 2022, pansi pa chitsogozocho pamangidwa pa chipinda chosinthasintha chomwe mwafotokoza. Tikukhulupirira kuti malonda amagawidwa mofanana chaka chonse. Ndipo mukukokabe malire mu kotala yoyamba ndikukhala bwino mu kotala yachiwiri. Tikumvetsa bwino njira izi - kuchedwa komwe tikutaya. Tapanga chipinda chosinthasintha pang'ono kumapeto kwa theka loyamba m'malingaliro athu pamene tikumaliza mndandanda molimba mtima. Apanso, sitipereka malangizo kotala lililonse, kotero ngati wina andifunsa za izi.
Koma timaganizira motere: tikayang'ana tsatanetsatane wa zomwe tasunga mu theka loyamba la 2022, gawo lalikulu la zomwe tasunga mufiriji ndi zinthu zapadera komanso mayankho a thanki ya firiji. Mu malo odzipereka, timawona kusinthasintha kwakukulu pankhani ya kuchuluka kwa margin. Kenako, monga momwe Brinkman adanenera, magawo ena ndi magawo ena aukadaulo wathu anali achangu pakusungitsa ndi kutumiza ndipo adagwirizana ndi mitengo/mtengo. Kenako, pa chisankho cha thanki ya firiji, mu kubwerera mu theka loyamba, tilinso ndi gawo lalikulu mu EMEA, komwe kuli njira yokhwima yopititsira mtengowu. Chifukwa chake zinthu ziwirizi zimatipatsa lingaliro labwino la theka loyamba. Koma ndikuganiza kuti kugawa kuli kwakukulu kwambiri chaka chino kuposa mu 2021, ndi margins akukwera kuchokera pa Q4 kupita ku Q1, Q1 kupita ku Q2 komanso pansi pa range imeneyo.