Ikinyamakuru The Motley Fool cyashinzwe mu 1993 n'abavandimwe Tom na David Gardner, gifasha abantu babarirwa muri za miriyoni kugera ku bwisanzure mu by'imari binyuze ku rubuga rwacu, ibiganiro bya podikasti, ibitabo, inkingi z'ibinyamakuru, ibiganiro bya radiyo na serivisi z'ishoramari ry'igiciro cyinshi.
Ikinyamakuru The Motley Fool cyashinzwe mu 1993 n'abavandimwe Tom na David Gardner, gifasha abantu babarirwa muri za miriyoni kugera ku bwisanzure mu by'imari binyuze ku rubuga rwacu, ibiganiro bya podikasti, ibitabo, inkingi z'ibinyamakuru, ibiganiro bya radiyo na serivisi z'ishoramari ry'igiciro cyinshi.
Urimo gusoma inkuru y'ubuntu ifite ibitekerezo bishobora gutandukana na serivisi y'ishoramari ryihariye rya Motley Fool. Ba umunyamuryango wa Motley Fool uyu munsi kandi ubone amahirwe yo kubona inama z'abahanga mu gusesengura, ubushakashatsi bwimbitse, imfashanyigisho z'ishoramari n'ibindi byinshi. Menya byinshi
Muraho kandi murakaza neza mu nama ya Chart Industries, Inc. nk'uko byagaragajwe mu gihembwe cya gatatu cya 2021. [Amanota ku bashinzwe ibikorwa] Itangazo ry'ikigo n'ibindi bisobanuro byatanzwe muri iki gitondo. Niba utabonye itangazo rigenewe abanyamakuru, ushobora kuribona usuye urubuga rwa Chart kuri www.chartindustries.com. Gusubiramo hamagara uyu munsi bizaboneka nyuma yo guhamagara kugeza ku wa kane tariki ya 28 Ukwakira 2021.
Amakuru yerekeye iyi subiramo ry’iyi nkuru ari mu itangazo ry’isosiyete. Mbere yuko dutangira, isosiyete irakwibutsa ko ibyavuzwe muri iyi nama ari ibyavuzwe mu gihe kizaza. Nyamuneka reba amakuru yerekeye ibyatangajwe mu gihe kizaza n’ibintu bishobora guteza ibyago biri mu itangazo ry’ishoramari ry’isosiyete n’inyandiko ziherutse gushyikirizwa Komisiyo ishinzwe imigabane n’ivunjisha. Isosiyete nta nshingano ifite yo kuvugurura cyangwa kuvugurura ku mugaragaro ibyavuzwe mu gihe kizaza.
Murakoze Gigi. Mwaramutse mwese, kandi murakoze kwifatanya natwe uyu munsi mu guhamagara ku nyungu zacu za konji ya 3 2021 no kuvugurura icyerekezo cyacu cya 2022. Uyu munsi turi kumwe na Joe Brinkman, inararibonye muri Chart Industrial Gases akaba n'umuyobozi mukuru w'imari, uzabagezaho ibisubizo bya buri gihembwe nyuma y'igitaramo. Ndahamya ko ikiganiro cy'uyu munsi kiri mu byiciro bibiri kandi gisa n'ibyo wumvise ku yandi masosiyete. Icya mbere, ibibazo by'igihe gito twahuye nabyo mu gihembwe cya gatatu, ingaruka zabyo ku gihembwe cyacu, n'ibikorwa twafashe kandi dukomeje gufata kugira ngo twihanganire inkubi y'umuyaga no gutanga inyungu zikomeye mu miterere, nk'uko twari tubyiteze mu myaka iri imbere. Icya kabiri, turimo kubona ibikorwa bikomeye ku mabwiriza atandukanye kandi ibimenyetso byose bigaragaza ko ibicuruzwa byacu bikomeje gukenerwa.
Rero, duhereye ku gice cya kane cy’inyongera cyashyizwe ahagaragara uyu munsi. Igitabo cyacu cya $350M mu gihembwe cya gatatu cya 2021 kigaragaza ko icyifuzo gikomeje kwiyongera mu bucuruzi bwose, kirenze cyane ibyo twari twiteze mu ntangiriro z’igihembwe bitewe nuko tutari twiteze cyangwa twabonye amadosiye menshi yo kunywa mu gihembwe cya gatatu, ibyo twari twiteze ni miliyoni 300 z’amadolari. Amadosiye muri iki gihembwe yari hejuru ya 33% ugereranyije n’igihembwe cya gatatu cya 2020, bituma igitabo cyacu cya YTD kizamukaho 53% ugereranyije n’amezi icyenda ya mbere ya 2020. Byongeye kandi, amadosiye y’ibicuruzwa byihariye yiyongereyeho ibirenze 100% muri iki gihembwe ugereranije n’igihembwe cya gatatu cya 2020 ndetse arenga 150% kugeza ubu. Cryo Tank Solutions nayo yagaragaje iterambere ritangaje muri ibi bihe, yazamutseho 35% muri iki gihembwe na 53% mu mezi icyenda.
Amabwiriza mu gihembwe cya gatatu yagize uruhare mu gihembwe cyacu cya kane cyikurikiranya cy’ibirarane, ubu kiri hejuru ya miliyari 1.1 z’amadolari, bikomeza icyizere cyacu mu cyerekezo cyacu cya 2022 none ubu tubona urwego rwo hejuru rw’ibikorwa byo gutumiza mu gihembwe gihamye. Dukurikije uruhande rw’ibumoso rw’ishusho ya kane, ibi bigaragaza icyo tubona ko ari urwego rushya rusanzwe rw’amabwiriza mu gihembwe twiteze. Mbere ya COVID na mbere y’igihe cy’ingufu zisukuye, cyangwa hagati ya 2016 na 2019, impuzandengo ya miliyoni 238 z’amadolari mu gihembwe ubu irenga miliyoni 300 z’amadolari mu gihembwe. Hari ibindi bintu bike byo kwitaho mu mabwiriza yacu yo muri iki gihembwe. Twashyizeho amatumiza 60 afite agaciro karenga miliyoni 1 y’amadolari buri kimwe mu gihembwe cya gatatu na 152 muri uyu mwaka. Igihembwe cya gatatu cyari igihembwe cya kabiri cyikurikiranya kuri twe aho twatumije 60 afite agaciro karenga miliyoni 1 y’amadolari. Twakiriye kandi amatumiza mashya 20 n’amatumiza 65 avuye ku bakiriya bashya.
Kuva mu ntangiriro z'umwaka kugeza mu gihembwe cya gatatu cya 2021, amatumiza yacu yose y'ibicuruzwa byihariye yarenze urwego rw'amatumiza ajyanye nabyo mu mwaka wose wa 2020. Mu yandi magambo, mu mezi icyenda ya mbere y'umwaka, umubare w'amatumiza y'ibicuruzwa byihariye muri ibi byiciro byose warenze ikigereranyo cy'amezi 12 yose ya 2020. Amatumiza y'ibinyobwa mu gihembwe cya gatatu yazamutseho 68% ugereranije n'igihembwe cya gatatu cya 2020, bitewe no kwihutisha gutanga no kohereza ibicuruzwa, ndetse no bitewe n'urwego rw'ibiciro by'ibikoresho biriho ubu. Kubera iyo mpamvu, igice cy'ubucuruzi nticyagize igabanuka ry'inyungu bitewe n'izamuka ry'ibiciro by'ibikoresho. Tutangiye kubona ko hari ukwiyongera, nubwo byatinze kuruta uko twari tubyiteze, mu masoko gakondo ya peteroli na gaze, harimo no gushakisha gaze karemano no gukanda, aho imashini zishyushya zikonjesha mu mwuka zifite ingano nini y'amatumiza mu mezi abiri ya 2020-2021, mubabarira. Muri Kanama na Nzeri, igihembwe cya gatatu cya 2021 cyari igihembwe cyatumijwemo amatumiza menshi y'imashini zishyushya zikonjesha mu mwuka.
Urugero rundi aho ibicuruzwa byacu bitajyanye n’urwego rwa molekile. Bityo, mu gihe cyose impinduka z’ingufu zikomeje, tuzungukira mu kugaruza peteroli. Noneho reka turebe ibisobanuro birambuye ku mutwaro w’ikiguzi n’ingamba zafashwe kugira ngo harebwe indi nzitizi yari iteganijwe kuri izi biciro biri hejuru kurusha uko byari byitezwe mu mashusho ya 5 na 6. Nubwo twiteze ko igihembwe cya gatatu cya 2021 kizaba ari cyo kigero gito cyane cy’ingaruka mbi ku kiguzi bitewe n’ibi bibazo by’ikiguzi, kuko bimwe muri ibi bibazo byakemutse - byagabanutse burundu, ibindi biracyari kandi bizakoroherwa uko ingamba zo kwishyura zifatwa. twiteze ko igiciro kizazamuka mu bihembwe bikurikira, ariko turimo no guhindura amabwiriza yacu mu gihembwe gitaha, harimo impinduka mu gihe cyo kugurisha n’igitutu cy’ibiciro. Twavuze mbere ko twiteze ko Q3 2021 izakurikirana niba ibiciro by’ibikoresho n’ibiboneka birimo kwiyongera cyangwa bigabanuka hanyuma bigasubiza vuba. Ibintu byarushijeho kuba bibi muri iki gihembwe.
Nubwo hari iterambere rikomeye mu byo gutumiza no gusiragira, ibibazo by’ibijyanye n’ibikorwa n’abakozi mu ruhererekane rw’ibikoresho byagize ingaruka ku musaruro wacu. Twasubije vuba tugaragaza inyungu, izamuka ry’ibiciro ryinyongera ndetse n’ikiguzi cy’ibikorwa cyagabanutse, ariko nta na kimwe mu byo twakoze mu gihembwe cya nyuma cyagize ingaruka ku nyungu muri icyo gihembwe. Ubu turimo guteganya imirimo irimo gukorwa n’igihe cyo guteganya no kunoza imikorere y’abakozi n’imikorere myiza bigatuma inyungu zigaruka ku nyungu zisanzwe, intambwe ya mbere y’iyi ntambwe itangira mu gihembwe cya kane igakomeza kugeza mu gihembwe cya kabiri cya 2022, ibi bikaba biri mu byateganijwe mu mwaka wa 2022. Reka dusubire inyuma dusobanukirwe ibibazo n’icyo dukora kuri byo. Imbonerahamwe ya 5, umurongo wa mbere ugaragaza uburyo ibiciro by’ibikoresho byakomeje kuzamuka cyane mu gihembwe cya gatatu cya 2021, aho amafaranga akoreshwa mu byuma bitangiza ibyuma, aluminiyumu na karuboni yiyongereyeho 12%, 18% na 24% kuva ku ya 30 Kamena kugeza ku ya 30 Nzeri. Kuva ku ya 1 Nyakanga, twakoze izamuka ry’ibiciro ku rugero runini.
Nta mpinduka nyinshi twabonye mu gihembwe cya gatatu bitewe n’uko igihe cyacu cyatinze n’izamuka ry’ibiciro mu gihembwe. Byongeye kandi, twatangiye kongeramo indishyi ku mabwiriza mashya yose guhera hagati mu gihembwe cya gatatu cya 2021, twongera kuzamura ibiciro mu Kwakira 2021. Imirimo yacu yo gushushanya igufasha gushyiraho ibiciro by’ibikoresho mu gihe cyo gukoresha porogaramu. Kubwibyo, izi biciro byose byaravuguruwe. Umurongo wa kabiri ugaragaza ihungabana mu ruhererekane rw’ibicuruzwa, haba ku cyambu, abashoferi, amakamyo, amakonteyine, kuboneka kw’ibikoresho. Birumvikana ko nta na kimwe muri ibi gifitanye isano n’imbonerahamwe kandi itsinda ryacu ririmo gukora kugira ngo rigabanye itandukaniro ry’igihe cyo kugurisha bitewe n’ihungabana ry’uruhererekane rw’ibicuruzwa. Ariko, ibi birushaho gutuma duharanira umutekano, ibyo bigatuma amafaranga yinjira ku buntu mu gihe gito. Tuvuze ku kuboneka kw’abashoferi n’amakamyo, umurongo wa gatatu ugaragaza ikibazo gikunze kuvugwaho cyane, ariko gikomeye cyane, kidasanzwe twahuye nacyo hagati ya tariki ya 11 Kanama na 7 Ukwakira.
Abatanga gaze mu nganda zacu bashyizeho igikorwa cyo gukwirakwiza azote na argon ku bakiriya ba gaze mu nganda, harimo natwe, bitewe n’ubwiyongere bw’ubwiyongere bw’ingufu za ogisijeni bitewe na COVID-19, cyane cyane muri Leta Zunze Ubumwe za Amerika. Nubwo dufite amahirwe yo gukoresha imwe mu makamyo yacu ya cryogenic mu modoka zacu twakodesheje no guha akazi umushoferi wemewe wo gutanga gaze karemano binyuze mu muyoboro wacu wo gukwirakwiza kugira ngo umusaruro wacu ukomeze gukora, uku gutsindwa byongereye ikiguzi cy’imikorere yacu n’imikorere idahwitse. Ku ruhande rwiza, iki gikorwa cyo gukwirakwiza gaze cyakuweho ku ya 7 Ukwakira kandi ikwirakwizwa ryabyo ryasubiye uko bisanzwe. Jya ku ifoto ya gatandatu, umurongo wa kane. Turimo guhura n’ibibazo by’ibiciro ku bakozi n’ibiciro, harimo n’ingaruka za COVID-19 ku bakozi.
Twizera ko twafashe ingamba zihagije kugira ngo tudahura n’ibibazo by’abakozi mu gihembwe cya kane, usibye kongera imishahara ku isaha, atari iby’igihe gito kandi byashyizwe mu bikorwa mu gihembwe cya gatatu mu rwego rwo gusubiza abakozi benshi mu itsinda ryacu. Muri iki gihembwe, twahaye akazi abantu 372, kandi abarenga 98% baracyari kumwe natwe. Nubwo tuzakomeza kongera imishahara, twakoresheje kandi inkunga zo kwiyandikisha muri iki gihembwe, byagize ingaruka mbi ku kiguzi ariko ntibyashyizwe mu mishahara fatizo. Ikibazo cya kabiri cy’abakozi cyazamutse cyane mu Ukwakira ni ukwiyongera gushya kwa COVID-19 mu nganda zacu zo muri Amerika. Kuva ku ya 1 Kanama kugeza ku ya 30 Nzeri, impuzandengo ya 3.7% by’abakozi bo mu nganda zacu zikomeye zo muri Amerika ntibari bahari mu gihe cy’icyumweru kubera COVID-19.
Kuva mu Ukwakira, twagize abakozi bake cyane muri aya maduka. Ibi byatumye habaho imikorere mibi, impinduka mu ngengabihe, ndetse n'izindi ngaruka kuko akazi kacu kari mu bice bitandukanye by'iduka. Muri iki gihembwe, inyubako ebyiri zacu zafunzwe by'agateganyo kubera inkubi y'umuyaga ya Ida, bituma amasaha y'akazi abura. Izi ni ingaruka z'igihe gito zidafite ingaruka zirambye cyangwa zirambye. Amaherezo, twiteze kandi turateganya gukomeza gushyira mu bikorwa ingamba z'iyubahirizwa ry'amategeko agenga ingufu mu Bushinwa mu biro byacu mu Bushinwa. Aho bibaye ngombwa, twashyizeho ingamba zitandukanye zo kugabanya ingaruka. Ariko muri iki gihe, amashanyarazi ya buri cyumweru ku bucuruzi bwacu bw'Ubushinwa azaba atanu asanzwe, abiri cyangwa ane asanzwe, atatu, kandi niba imimerere iriho ubu idahindutse muri iki gihembwe, tuzagera hagati mu gihembwe cyacu cya kane nta yandi mananiza. Igitekerezo cy'Ubushinwa.
Twe — twakomeje gusubiza ku mpinduka z’ibiciro by’ibikoresho n’izindi mpinduka z’ibiciro hamwe n’izamuka ry’ibiciro n’inyongera. Urashobora kubona muri slide ya 7 izamuka ry’ibiciro by’ibikoresho mu gice cyo hejuru cya slide. Kuva umwaka utangira, ibyiciro bitatu by’ingenzi by’ibikoresho fatizo: icyuma kitagira umugese, aluminiyumu na karuboni byiyongereyeho 33%, 40% na 65% uko bikurikirana. Mu minsi 20 ya mbere y’Ukwakira, twabonye ibiciro bya karuboni n’icyuma kitagira umugese bihagaze neza, ariko bitewe n’imiterere ya manyeziyumu, ibiciro bya aluminiyumu byakomeje kuzamuka kandi iboneka ryaragabanutse. Nubwo mbivuze gutyo, mbere yuko mvuga ku biciro bisabwa n’ibiciro by’inyongera dushyiramo, hamwe n’impamvu z’itandukaniro riri hagati y’ubu buryo, reka mvuge ku rwego rworoshye dufite mu bijyanye n’imigabane y’umutekano. Nkuko mubizi, kuva umwaka utangira twakomeje kongera imigabane y’umutekano aho bifite ishingiro ryo kongera by’agateganyo imigabane irenga ibisanzwe, bizagira ingaruka ku musaruro w’amafaranga ku buntu. Ariko, iki cyemezo cy’ingenzi cyadufashije kutibagirwa gutanga ikintu na kimwe gikomeye ku bakiriya bacu.
Urugero, twakoze amasezerano amwe n'amwe y'umwaka umwe n'ibiri, adufasha kuzigama amafaranga mu gice cya mbere cya 2022 ugereranije n'urwego turiho dukurikije igihe twakiriye ibitekerezo. Ku bijyanye n'ibiciro, ntabwo twiteze ko ibiciro by'ibikoresho byiyongera, nk'uko byagenze kuva mu mpera z'igihembwe cya kabiri kugeza mu mpera z'igihembwe cya gatatu, uko bikurikirana. Ubwo twabonaga ibi, uretse impinduka mu biciro zashyizwe mu bikorwa kuva ku ya 1 Nyakanga no kongera gutanga ibisobanuro ku bikoresho byose kugira ngo habeho guhamagarira imishinga ifite igihe cyo gutanga isoko, twanashyizeho indi misoro y'inyongera mu gihembwe. Nubwo hari izi mpinduka, ntabwo bihagije gukomeza ibiciro bizamuka vuba. Kubwibyo, twashyizeho indi zamuka ry'ibiciro ku bicuruzwa bishya byose, bizaba iby'igihe gito kandi bihoraho, bitewe n'umusaruro. Twakoranye kandi dukomeje gukorana n'abakiriya bacu ba gaze mu nganda dufite amasezerano y'igihe kirekire yo kudufasha gukoresha uburyo bwo gupima ibiciro by'ibikoresho kenshi muri aya masezerano, bitewe nuko ibi bihe byo kuzamuka kw'ibiciro bigikomeza kandi tukaba turi inyuma y'uburyo bwo kuvugurura buri gihembwe mu bihe byo kuzamuka kw'ibiciro.
Ku bakiriya bacu batsinze ibi kandi bagakomeza umubano wacu w'igihe kirekire, ubu buryo buzasubira ku ngengabihe yabwo isanzwe, haba mu gihembwe cyangwa mu gice cya kabiri cy'umwaka, uko ubukungu butera imbere. Turashimira cyane buri wese ukora natwe kugira ngo tubashe gutanga ibicuruzwa byabo uko bikenewe, ariko babikora nta ngaruka mbi ku bucuruzi bwacu. Icya kabiri, turashimira abakora ku ikoreshwa ry'ibiciro mbere yo kuvugurura kugira ngo bishyure neza ikiguzi cy'inyongera cyo kohereza kuri bimwe mu byo twategetse mu gihe cyacu. Muzabona ko twateguye uku kwiyongera mu buryo bubiri butandukanye. Byari bigambiriye. Icya mbere, nyuma y'uko ibiciro birushaho kuba byiza no gusubira ku buryo busanzwe, bimwe mu biciro byacu bizakomeza kuba ku rwego rwo hejuru, bizaba intambwe isanzwe kuri twe yo guhindura ibiciro buri gihe. Icya kabiri ni amafaranga y'igihe gito, nubwo ubu atazwi. Rero tugiye kugira ibiciro bihamye, ariko tuvugishe ukuri abakiriya bacu kuko bagerageza kutugirira neza.
Mbere yuko mvuga ku byerekeye uko tuzabona 2022, ndashyikiriza Joe ijambo kugira ngo aguhe incamake y'ibikorwa byacu byo kugabanya ikiguzi mu miterere y'ibikorwa ndetse n'ibyavuye mu gihembwe cya gatatu.
Murakoze Jill Ishusho ya munani yerekana ibiciro bimwe na bimwe by’imiterere y’ibikomoka ku bimera n’ibikorwa byo kongera ubushobozi. Ibyo ubona kuri iyi shusho bifite intego ebyiri: iya mbere, kugabanya ikiguzi cy’imikorere, n’iya kabiri, kwemeza ko dufite ubushobozi bukwiye ahantu hakwiye kugira ngo duhuze igihe ntarengwa cy’abakiriya bacu. Ku ruhande rw’ibumoso rw’urupapuro, urashobora kubona agace gato k’ingamba zo kugabanya ikiguzi twafashe cyangwa twashyize mu bikorwa mu gihembwe cya gatatu. Birumvikana ko uru atari urutonde rwuzuye. Twashyize ikigo cyacu gikonjesha umwuka wa Tulsa mu kigo cyacu gikonjesha imyuka cya Beasley, muri Texas, dushyiraho ikigo gikonjesha umwuka wa Tulsa, kiri mu byiciro bitandukanye byo gutangiza, bitewe n’umurongo w’ibicuruzwa. Kongeramo imirongo ikora iyoroheje muri Tulsa biduha abakozi b’abahanga kandi bidufasha kwimura imbogamizi z’umusaruro mu bindi bice. Urugero, twarangije kwimura imiyoboro y’amazi n’ibikoresho bikingira umwuka biva muri New Bragg, muri Minnesota, kandi amafaranga ajyanye nayo yishyurwa azatangira mu gihembwe cya kane cya 2021.
Ahantu hamwe na hamwe muri Beasley hazakorera ibikorwa byacu byo gusana no gutanga serivisi i Houston, kandi mu mezi make ari imbere tuzahuza n'ikigo cyacu cyigenga cyo gusana i Houston. Ku mashusho urabona zimwe mu ngamba zo kunoza imikorere zirimo gushyirwa mu bikorwa muri Amerika no mu Burayi. Hanyuma, dukomeje kunoza imiterere ya SG&A yacu, dukoresheje uburyo bwihariye bwo gukuraho imyanya muri iki gihembwe. Hanyuma, dukomeje kunoza imiterere ya SG&A yacu, dukoresheje uburyo bwihariye bwo gukuraho imyanya muri iki gihembwe. Наконец, мы продолжаем совершенствовать нашу кау SG&A, зючуяя Amaherezo, dukomeje kunonosora imiterere ya SG&A yacu dukuraho imyanya yihariye muri iki gihembwe.SG&A 结构，并在本季度进行了特定的职位裁减。SG&A 结构，并在本季度进行了特定的职位裁减。 Наконес Amaherezo, twakomeje kunoza imiterere ya SG&A yacu no kugabanya imirimo imwe n'imwe muri icyo gihembwe.Ku ifoto ya cyenda. Ibiciro byagurishijwe muri C3 2021 byari miliyoni 328.3 z'amadolari y'Amerika, bizamukaho 20% ugereranyije n'igihembwe cya gatatu cya 2020, aho ubwiyongere bwabyo bwabaye 13.4%. Twibutse ko Venture Global Calcasieu Pass yagurishijwe mu gihembwe cya gatatu cya 2020 yari hafi miliyoni 25.6 z'amadolari y'Amerika ugereranije na miliyoni 5 z'amadolari mu gihembwe cya kabiri cya 2021. Nubwo nta nyungu nini za LNG zijyanye nayo mu gihembwe cya gatatu cya 2021. Uretse kugurisha imishinga minini ya LNG uko igihe cyagiye gihita, inyungu za organic ziyongereyeho 25.2% mu gihembwe cya gatatu cya 2021 ugereranije n'igihembwe cya gatatu cya 2020 kandi ziyongereyeho 13.6% kugeza ubu muri 2021 ugereranije n'intangiriro za 2020.
Ibicuruzwa byagurishijwe mu gihembwe cya gatatu cya 2021 byarimo izamuka rikomeye mu gihembwe cy'ibicuruzwa byihariye n'ibikomoka ku bigega bikonjeshwa. Ibicuruzwa bya CTS byazamutseho 14.7% uko bikurikirana muri QoQ 2021 na 10% Uko umwaka utashye, mu gihe ibicuruzwa byihariye byazamutseho 9.5% Uko umwaka utashye wa 2021 na 108% Uko umwaka utashye. 0.8% ugereranije n'igihembwe cya gatatu cya 2020. Gusana, kubungabunga no gukodesha ibikoresho byihariye byagize 49.7% by'ibicuruzwa byose twagurishije. Hafi 50% mu gihembwe cya kabiri cyikurikiranya na 34.1% mu mwaka wose wa 2020. Amafaranga yacu y'igihembwe cya gatatu cya 2021 yagize ingaruka mbi ku mafaranga yavuzwe na Gill. Inyungu mbumbe yatangajwe yari 22.8% by'ibicuruzwa byagurishijwe, harimo n'amafaranga adasubira ajyanye n'ikiguzi cyo gutangiza ikigo, guhuza, kuvugurura no guhuza ikigo. Byahinduwe hakurikijwe ibiciro bitagaruka, inyungu mbumbe yahinduwe nk'ijanisha ry'ibyagurishijwe ryari 26.5%, bigaragaza umutwaro w'ibiciro byacu muri iki gihembwe bitewe n'izamuka ryihuse ry'ibiciro by'imizigo, imiyoboro y'ibicuruzwa n'ibikoresho.
Ingano mbumbe yahinduwe nk'ijanisha ry'ibicuruzwa byagurishijwe yagumye ihindagurika kuva muri koni ya 3 ya 2020, hatarimo LNG, kandi yagabanutse cyane kuva muri koni ya 2 ya 2021. Ibibazo byagize ingaruka nke ku ngano mbumbe yahinduwe nk'ijanisha ry'ibicuruzwa byihariye n'ibicuruzwa byagurishijwe, gusana, serivisi n'ubukode. Ingano mbumbe yahinduwe ku bicuruzwa byihariye nk'ijanisha ry'ibicuruzwa byagurishijwe yari irenga gato 37%, hakurikijwe igihembwe cya kabiri cya 2021, kandi bigaragaza uko ubucuruzi buhagaze muri rusange. Ubucuruzi bw'Ibicuruzwa By'umwihariko bushingiye ahanini ku biciro bishingiye ku bicuruzwa bifite ikiguzi gito, cyangwa ibicuruzwa bifite igihe cyo gutumiza ibicuruzwa byihuta, bigaragaza ibiciro biriho ubu mu biciro byacu biriho ubu. Ingano mbumbe yahinduwe yo gusana, kubungabunga no gukodesha yari 28.7% by'ibicuruzwa byagurishijwe, harimo n'ibiciro byo kuvugurura bijyana n'icyemezo cyacu cyo guhuza ikigo cyacu cyo gusana i Houston, muri Texas. Ingano mbumbe yahinduwe na RSL yiyongereyeho amanota 510 yikurikiranya mu gihembwe cya kabiri cya 2021, harimo n'ibicuruzwa byoherejwe bike bivuye mu Bushinwa.
Ingorane cyane ku nyungu mbumbe n’izahinduwe ni sisitemu yo kohereza ubushyuhe. Igihe cyo kumenya inyungu zishingiye ku mushinga, hashingiwe ku bipimo byinshi, igihe cyo gutakaza umusaruro, n’inyungu nyinshi. Kongera SG&A mu gihembwe cya kabiri cya 2021 kugeza mu gihembwe cya gatatu biterwa no kongeramo LA Turbine na AdEdge. Kongera SG&A mu gihembwe cya kabiri cya 2021 kugeza mu gihembwe cya gatatu biterwa no kongeramo LA Turbine na AdEdge.Kongera kwiyongera kw'amafaranga akoreshwa muri rusange n'ay'ubuyobozi kuva mu gihembwe cya kabiri cya 2021 kugeza mu gihembwe cya gatatu biterwa no kongeramo LA Turbine na 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 баш 2021 года был обусловлен добавлением LA Turbine na AdEdge. Iterambere rihoraho rya SG&A kuva mu gihembwe cya kabiri kugeza mu gihembwe cya gatatu cya 2021 ryatewe no kongeramo LA Turbine na AdEdge.Nyuma, Gill azaganira ku gihe cyo kugaruza ikiguzi n'ingaruka nini z'umushinga ku nyungu mu bihembwe biri imbere. Slide ya 10 igaragaza EPS yacu yahinduwe mu gihembwe cya gatatu n'umwaka kugeza ubu ya $0.55 na $2.09, harimo ibikorwa byose byo kuvugurura ibiciro ku isoko twashoyemo imari, byagize ingaruka nziza ku gihembwe cya gatatu no kuva mu ntangiriro z'umwaka. Impinduka za EPS zijyanye n'amafaranga amwe n'amwe yakoreshejwe rimwe gusa zirimo kuvugurura, amafaranga yo guhagarika imirimo, imitangire y'ibikoresho n'imishinga, n'andi mafaranga yakoreshejwe rimwe gusa. Kubera ko ubuyobozi bwacu butekereza ko bizakomeza, hamwe n'igihe cyo kugabanya amafaranga yitezwe ku bikorwa by'imiterere wumva, ntabwo dushyiramo ibibazo wumva uyu munsi byongeyeho ingaruka mbi ku musaruro cyangwa ku musaruro. Mu rwego rwo gushyira mu bikorwa ibitekerezo n'ibisubizo byateguwe, twashyizemo amakuru ajyanye n'ibice bitandukanye ndetse n'amakuru mashya y'umukiriya wa mbere mu buryo bwa mbere. Mu rwego rwo gushyira mu bikorwa ibitekerezo n'ibisubizo byateguwe, twashyizemo amakuru ajyanye n'ibice bitandukanye ndetse n'amakuru mashya y'umukiriya wa mbere mu buryo bwa mbere. Kugira ngo dukomeze kwita ku bitekerezo n'ibibazo n'ibisubizo byateguwe, twashyizemo amakuru ajyanye n'ibice bitandukanye n'amakuru y'abakiriya bashya muri porogaramu. Kugira ngo turusheho gutanga ibitekerezo n'ibisubizo byiteguye, twashyizeho ibisobanuro birambuye ku bice byihariye, kandi ku nshuro ya mbere muri porogaramu, twashyizeho amakuru mashya ku bakiriya.
Byongeye kandi, dukunze kwakira ibibazo bijyanye n'itariki ntarengwa yo gusaba mu 10-Q. Turateganya kubishyira ahagaragara nyuma y'uyu munsi.
Slide ya 10 ntibivuze ko tuzatanga ubuyobozi bw'igihembwe kizaza, ariko turashaka gutanga amakuru arambuye y'igihembwe gitaha. Mu rwego rw'icyerekezo cyacu cy'igihembwe cya kane, itsinda ryacu ryashyizemo ibindi bintu bitunguranye mu iteganyagihe ryacu ry'ibicuruzwa n'inyungu z'igihembwe cya kane, ndetse n'uburyo dusanzwe dukora tukeka ko ibibazo by'ibicuruzwa, ubwikorezi n'ubwikorezi bishobora kudakomeza kwiyongera. Kuri slide ya 10 urashobora kubona impinduka uvuye ku iteganyagihe ryacu rya mbere ry'ibicuruzwa by'imbere mu gihugu kugeza ku mpera yo hasi y'iteganyagihe ryacu rya mbere rya Q3 na Q4 nk'uko bigaragara ku murongo wa mbere. Ibice binini byo kwimuka kuva ku murongo wa kabiri kugeza ku wa cyenda ntabwo byuzuye, ahubwo birimo ingendo nini cyane, harimo igihe ntarengwa n'ibirarane by'imishinga ya sisitemu yo kohereza ubushyuhe n'amatangazo yo gukomeza.
Izi mpinduka zituma intera y’ibicuruzwa byacu byavuguruwe mu gihembwe cya kane cya 2021 igera kuri miliyoni 370 z’amadolari y’Amerika n’iy’igice cya kane igera kuri miliyoni 370 z’amadolari y’Amerika igera kuri miliyoni 390 z’amadolari y’Amerika. Nkuko byavuzwe, ibi biterwa gusa n’uko amatariki y’inyungu yari ateganyijwe yimuriwe mu 2022, kandi nta na kimwe muri byo kirimo igihombo cy’inyungu. Igitekerezo cyacu gishya kivuga ko ibicuruzwa muri 2021 biziyongeraho 11-13% ugereranije na 2020. Imbonerahamwe ya 11 igaragaza uko tuzabona icyerekezo cyacu muri 2021, kizirikana imbogamizi zatanzwe mbere mu bukungu rusange, n’ibikorwa n’igihe cyo gukemura ibi bibazo hashingiwe ku makuru ariho ubu. Twiteze ko inyungu mbumbe iziyongera nk’ijanisha ry’ibicuruzwa muri buri gice, hatarimo ibisubizo by’ibigega bikonjeshwa, mu gihembwe cya kane cya 2021, aho igihembwe cya gatatu kigaragaza ko inyungu zitinze kandi zitinze mu gihembwe cya kane bitewe n’igenamigambi ry’ibiciro. Inyungu mbumbe nk'ijanisha ry'izamuka ry'ibicuruzwa mu byiciro bya RSL n'ibicuruzwa byihariye byitezwe ko bizaterwa n'ibirarane by'ibicuruzwa bivangwa n'igihe ibiciro bizazamuka, mu gihe ukwiyongera guke kw'inyungu za HTS guterwa n'ibicuruzwa binini byihariye ku nyungu nyinshi.
Inyungu zigendanye n’izidahenze ku mugabane umwe mu mwaka wose wa 2021 ziteganijwe kuba hagati ya $2.75 na $3.10 ku migabane ibarirwa muri miliyoni 35.5 isigaye, dukurikije ko hari umusoro ufatika wa 19.5%, ugereranije n’ibiciro twari twateganyije mbere bya 18%. Twiteze ko igihembwe cya gatatu cya 2021 kizagira ingaruka nke ku nyungu, hagakurikiraho iterambere rihoraho mu bihembwe bikurikira, cyane cyane ko imyanya imwe n’imwe igaragara y’inyungu izabona inyungu nini. Ibiciro n’amafaranga bitangiye kugaragara mu nyungu kandi akenshi mu bwinshi kugira ngo bifashe mu kwakira abakozi. Ariko, nk’uko byavuzwe haruguru, mu bihe by’ibibazo, dukeneye ingamba zimwe na zimwe zo guhangana n’ibibazo. Dukomeje ku murongo wa 13, iteganyagihe ryacu rya buri mwaka rya 2022. Muri rusange, tuzi neza imishinga yihariye kandi twiteze ko icyifuzo kinini twabonye uyu mwaka kizakomeza, bigira uruhare mu ngaruka z’ibirarane bikomeye n’izamuka ry’ibiciro mu 2022.
Twazamuye iteganyagihe ryacu ryo kugurisha mu mwaka wose wa 2022 rigera kuri miliyari 1.7 z'amadolari kugeza kuri miliyari 1.85 z'amadolari. Nubwo dufite icyizere gikomeye kuri iri teganyagihe ryavuguruwe, hatarimo indi mishinga minini cyangwa mishya ya LNG, twiteze ko imishinga itatu minini ya LNG ku nkombe y'inyanja ya Amerika yamaze kwemezwa na FERC izafata icyemezo cya nyuma cy'ishoramari mu 2022. Twiteze ko ibiri muri yo izagaragara mu gitabo cyacu cy'itumiza mu gice cya mbere cy'umwaka. Nyuma, nzavuga kuri aya mafaranga ashobora kuboneka kuri buri mushinga ukomeye wa LNG n'impamvu ukwizera kwacu kwazamutse. Ariko, kugira ngo nguhe incamake y'izamuka ry'ibicuruzwa mu 2022 kuri slide ya 13, umurongo wa mbere ugaragaza ibisigaye by'amatumiza duteganya kohereza muri 2022. Hari ibisigaye kugeza mu 2023 hamwe n'ubushobozi bwo gusohora mu 2022, ariko ibi ntabwo bikubiye hano. Bitewe n'ibi bisobanuro, umurongo wa kabiri n'uwa gatatu ugaragaza ibitabo bisanzwe n'amato biteganijwe koherezwa mu 2022.
Umurongo wa 4-6 ni imishinga mito ya LNG twiteze ko izashyirwamo ariko biteganijwe ko izarangira mu mezi atandatu ari imbere bitewe n'impinduka mu gihe cy'umwaka ndetse n'ingaruka ziteganijwe ku nyungu mu 2022. Umurongo wa 7 ugaragaza inyungu zishobora kugerwaho mu 2022 hashingiwe ku yindi mishinga yo gucuruza ibikomoka ku binyabiziga yashyizwemo mu ntangiriro z'umwaka. Amaherezo, umurongo wa munani ni ingaruka ziteganijwe ku isoko rya AdEdge na LA Turbine mu mwaka wose. Inyungu zijyanye n'izidasubirwaho kuri buri mugabane ziteganijwe kuba hagati ya $5.25 na $6.50 ku migabane igera kuri miliyoni 35.5 isigaye, hakurikijwe igipimo cy'umusoro cya 19%. Na none, hatabariwemo LNG ikomeye. Bitewe n'uko tubona ko ikiri inyuma muri iki gihembwe, twiteze kubona iterambere rikomeye ry'ibicuruzwa mu gihembwe no mu mwaka ugereranije n'igice cya kabiri cy'umwaka. Iki gitekerezo kirimo ko twiteze ko igice cya mbere cya 2022 kizakomeza kurwanya imbogamizi duhura nazo ubu no gukataza buhoro buhoro ibikorwa byiza byafashwe kugeza ubu.
Noneho reka dusubire inyuma tuvuge ku ibura ry’ingufu rikomeje gukwirakwira. Rero amateka y’iyi mijyi yombi ni igice cya kabiri cy’ibiri kuba mu bucuruzi. Ubu busabe buhoraho bushyigikira ibyo twemera haba mu ngamba zacu ndetse no mu bihe bizaza. Dutandukanye n’imikorere yacu n’ibikoresho byacu bitagize aho bibogamiye kuri molekile, kandi twizera ko impinduka mu ngufu zizaba igisubizo cy’uruvange, ibyo byose tuzungukira mu kugarura cyangwa kugarura ibigega bisanzwe bya peteroli na gaze. Rero, kuri slide ya 15, twerekanye inzira eshatu dutekereza ko zizahindura imyitwarire mu myaka icumi iri imbere, ndetse n’icyerekezo rusange cy’inzego za leta n’iz’abikorera ku giti cyabo cyo gukora ku buryo burambye. IEA n’umurongo wayo wo kurwanya ibyuka bihumanya ikirere bigaragaza ko imihigo y’uyu munsi yo kugabanya imyuka ihumanya ikirere izagabanya imyuka ihumanya ikirere ku kigero cya 20% gusa mu 2030, ibi bikaba bikenewe kugira ngo isi igere ku nzira ya zeru bitarenze mu 2050.
Ubundi buryo bwo kubitekerezaho ni uko niba tudatangiye ubu, isi ishobora kutazagera kuri twe kugira ngo tugere kuri izi ntego, nubwo wakora uko ushoboye kose nyuma y’imyaka icumi. Byongeye kandi, ibihugu 90 byatangaje intego ntarengwa, bingana na 78% by’umusaruro rusange w’isi. Ubu 82% by’umusaruro rusange w’isi uterwa na CO2 kandi ibihugu 32 bifite ingamba za hydrogen zishyigikiwe na leta. Ugereranyije n’umwaka ushize, iyi mibare irakura cyane, bigaragaza ko icyerekezo cy’isi kirimo kwerekeza ku iterambere rirambye. Uko ingano n’ibikorwa remezo by’ingufu zishobora kongera kwiyongera, turimo kandi kwibanda ku bikorwa bifatika, mu gihe twizeza ko ingufu zirambye kandi zihoraho. Gazi karemano igira uruhare runini muri ibi. Umurongo wa gatatu w’ishusho ya 16 ni ingenzi. Ibi bihaza ikenewe ryihutirwa ry’ingufu nta nkomyi cyangwa ngo zihagarikwe, kandi rimwe na rimwe, ku nshuro ya mbere, bitanga amashanyarazi ku baturage n’uturere nka Afurika y’Epfo n’Ubuhinde. Gukenera ingufu zirambye, hamwe n’icyifuzo cy’ibisubizo bisukuye kandi bitangiza ibidukikije, bizatugirira akamaro.
Noneho komeza kuri slide ya 16 ivuga ku bikorwa bitari ibya organic twakoze mu mezi 12 ashize n'uburyo bidushyira mu mwanya mwiza hamwe n'ibikoresho byacu byose bisukuye n'ibijyanye nabyo. Sinzamara igihe kinini kuri iyi slide uretse kuvuga ko isano iri hagati y'isuku, amashanyarazi meza, amazi meza, ibiribwa byiza n'inganda zisukuye ihamye kandi nta kindi gikorwa kidakenera. Abakiriya bacu bashobora guhitamo mu bikoresho byacu bitandukanye, hatitawe ku buryo bwa molekile cyangwa ikoranabuhanga. Bityo, bashobora guhitamo igisubizo cyuzuye cyangwa igice kimwe mu bicuruzwa byacu. Ubu turi mu mwanya mwiza kuri iyi mpinduka bitewe n'iterambere ry'umwaka ushize ritari iry'organic ryarangiye ku gaciro twizera ko ari ikintu gikwiye. Kugira igisubizo kuva ku iherezo kugeza ku iherezo bitangiye gufasha, kandi twiteze ko kizakomeza kuzamura ubucuruzi bwacu bw'ibicuruzwa byihariye. Byongeye kandi, ibikorwa byo guhuza mu bucuruzi bwacu butari organic biri ku gihe cyagenwe kandi twiteze ko ibiciro byo mu bikorwa no mu guhuza bizagabanuka muri 2022.
Ibicuruzwa twaguze mu mwaka ushize bigaragazwa ku ishusho ya 17. Birimo kugira uruhare runini mu gusiganwa kwacu kandi bizatangira kunyura muri P&L mu buryo bufatika mu 2022. Ibicuruzwa bine byaguzwe hagati y'Ukwakira 2020 na Kamena 2021, bifite igiciro cy'amadorari miliyoni 105 kuri byose uko ari bine kandi byaguze miliyoni zisaga 175 z'amadorari kuva amasezerano yarangiye. Ibicuruzwa twaguze mu mwaka ushize bigaragazwa ku ishusho ya 17. Birimo kugira uruhare runini mu gusiganwa kwacu kandi bizatangira kunyura muri P&L mu buryo bufatika mu 2022. Ibicuruzwa bine byaguzwe hagati y'Ukwakira 2020 na Kamena 2021, bifite igiciro cy'amadorari miliyoni 105 kuri byose uko ari bine kandi byaguze miliyoni zisaga 175 z'amadorari kuva amasezerano yarangiye.Ibicuruzwa twaguze mu mwaka ushize bigaragazwa ku ishusho ya 17. Bitanga umusanzu ukomeye mu gitabo cyacu cy’ibicuruzwa kandi bizatangira kumenyekana mu nyungu cyangwa igihombo mu buryo bufatika muri 2022. Ibicuruzwa bine byaguzwe hagati y’Ukwakira 2020 na Kamena 2021 bifite igiciro cya miliyoni 105 z’amadolari muri byose uko ari bine kandi byaguzwe miliyoni zisaga 175 z’amadolari kuva amasezerano yabyo arangira.Ibicuruzwa twaguze mu mwaka ushize bigaragara ku ishusho ya 17. Byongera cyane igitabo cyacu cy’ibicuruzwa kandi bizatangira kuzamuka mu nyungu n’igihombo mu 2022. Ibicuruzwa bine byaguzwe hagati y’Ukwakira 2020 na Kamena 2021 ku giciro cy’ibicuruzwa bine byaguzwe miliyoni 105 z’amadolari y’Amerika, hamwe n’ibicuruzwa birenga miliyoni 175 z’amadolari byaguzwe kuva byafungwa. Nanone, mu mfuruka yo hepfo ibumoso y’iyi porogaramu, urabona ubundi buryo bwo guhuza ibi bikoresho. Ndashaka kugaragaza ko guhuza BlueInGreen, AdEdge na Chart na ChartWater byatewe inkunga cyane hakiri kare kandi nk’uko nabivuze mbere, iki ni cyo gice cyacu cy’iterambere kidahabwa agaciro mu myaka ya vuba aha kandi gutunganya amazi ni cyo kintu cy’ingenzi. Urugero, AdEdge yashyize ahagaragara ukwezi kwayo kwa mbere kwaguzwe mu 2021 muri Nzeri, ukwezi kwa mbere twaguzwe. Kuva twagura BlueInGreen mu Gushyingo gushize, serivisi zo gutunganya amazi n’inganda ziyongereyeho 62%.
Imbonerahamwe ya 18 igaragaza ibikorwa byacu bya hydrogen, byakomeje kurenza ibyo twari twiteze ku mibare ihoraho y’ibicuruzwa nubwo nta mabwiriza y’ibikoresho byo gutwika amazi mu gihembwe. Muri uyu mwaka, twabonye miliyoni 200 z’amadolari y’Amerika mu matumiza ajyanye na hydrogen mu mezi icyenda. Twanditse ku igurishwa rikomeye rya hydrogen, inyungu mbumbe n’inyungu mu mikorere mu gihembwe cya gatatu, hamwe no gutangiza ikigega cyacu cy’ubucuruzi cy’amazi kiri mu bwato ndetse no gutangiza ipompo yacu ya hydrogen ya 1000 bar psi. Iki gihembwe cyaduhaye icyizere kandi gishobora kudufasha kongera isoko rya hydrogen ryihariye mu gihe gito mu mezi/ibihembwe biri imbere. Aya ni amakuru mato ariko y’ingenzi kuko agaragaza urwego rwo gufatana ugereranije n’amezi 12 ashize. Imwe mu mpande ziri kuri slide ubu yatanzwe kuko ubu dufite uburyo bwihariye bwo gukoresha hydrogen ku nyungu zacu kandi ntitukishingikirize kuri hydrogen gusa kuko hydrogen ari yo yonyine yatsinze mu mpinduka zigana ku ngufu.
Ibi kandi byemezwa n'ibyo dutanga ubu ku byerekeye ibyifuzo bishobora gukorwa ku igenamigambi ry'inganda zitunganya imyuka ya hydrogen ifite agaciro ka miliyari imwe y'amadolari ku bakiriya barenga 325 n'abakiriya bashobora kuba abakiriya, hamwe n'aho biteganijwe gufata icyemezo ku miyoboro ifite agaciro ka miliyoni zirenga 500 z'amadolari mbere y'uko igihembwe cya gatatu cya 2022 kirangira. . Uyu muyoboro urimo ibicuruzwa birenga 115, ahantu 30 ho kuzuza amazi n'amahitamo menshi yo gukoresha imyuka ku bakiriya ku isi yose harimo u Burayi, Amerika ya Ruguru, Koreya y'Epfo na Ositaraliya, harimo bitandatu twiteze ko bishobora kuboneka mu mezi atandatu ari imbere. Mu gihembwe cya gatatu cya 2021, twashyizeho kandi ikiguzi cya miliyoni 9.7 z'amadolari ku bigega byo kubika imyuka ya hydrogen mu Bushinwa. Muri Amerika, kandi twatangiye igihembwe cya kane dutumiza ibikoresho bya hydrogen bya 30 t/d muri Amerika n'ibwiriza ry'umushinga mu ibanga muri Koreya y'Epfo. ko mu mezi make ashize, ibikorwa byacu byo kugura imyuka ya hydrogen byarushijeho gukwirakwira, ibyo bikaba atari ingirakamaro gusa ku iterambere ry'ubucuruzi bwacu. Ni kandi ikimenyetso cyiza cy'uko imyuka ya hydrogen yemerwa ku isi yose.
Ku bijyanye na za trailer za hydrogen, dufite ama-pre-order arenga 60 mu mezi 12 ashize kandi twohereje 7 muri Nzeri, urugero rw'uko twazamuye ubushobozi bwacu ku gipimo cya za trailer 52 ku mwaka, kandi tuzakomeza gukora cyane. Muri 2022. Kwikuba kabiri ubu bushobozi buri mwaka. Abakiriya bacu benshi barimo gushaka hydrogen y'amazi nk'igisubizo cyo gutwara imizigo iremereye, kuva ku makamyo kugera kuri gari ya moshi no mu ndege. Urugero rumwe ni STOKE Space Technologies, twaguze hydrogen yabo muri iki gihembwe. Urundi rugero ni ubufatanye bwacu na Hyzon Motors mu guteza imbere ikamyo iremereye ya kilometero 1.000 ikoresha ibigega bishya bya hydrogen y'amazi biri mu bwato. Slide ya 19 igaragaza ibikorwa byo gufata karuboni mu gihembwe cya gatatu, nkeka ko ari byo bituma ibikorwa by'ubucuruzi bya CCUS byiyongera mu gihe cya vuba. Navuze umwaka ushize ko ntekereza ko gufata karuboni byari inyuma ya hydrogen mu gihe cy'umwaka mu bijyanye n'ibikorwa by'ubucuruzi, ariko bitewe n'impinduka zitandukanye ku isoko, byagaragaye ko gufata karuboni byari inyuma ya hydrogen mu mezi 18.
Ariko ibikorwa by'iki gihembwe, harimo n'ubufatanye bwacu na TECO 2030, Ionada na FLSmidth, byagize ingaruka ku masoko akomeye aho gufata karuboni bizaba igice cy'ingenzi mu bikorwa byayo byo gukuraho karuboni, harimo ubwikorezi, sima, inganda n'ingufu. Duherutse kandi kubona inkunga ya miliyoni 5 z'amadolari yatanzwe na Minisiteri y'Ingufu ya Amerika ishinzwe ikoranabuhanga ryo gufata karuboni mu bushyuhe buke bwa SES kugira ngo dushushanye, twubake, dukore kandi dukoreshe ibikorwa byacu muri Central Plains Cement Company, ishami rya Eagle Materials, ndetse n'uruganda rwabo rwa sima ruri muri Missouri. Uyu mushinga uzagura sisitemu yacu ya CCC kugeza ku bushobozi bwa toni 30 ku munsi kandi ugaragaze ko sisitemu ifata hejuru ya 95% bya CO2 mu mugezi w'imyanda ugiye kuza kandi igatanga umugezi w'amazi wa CO2 ufite ubuziranenge burenze 95%. Twiteze ko ubuziranenge buzaba buri hejuru ya 99%. Ikindi kintu cy'ingenzi muri iki gihembwe ni uko twakiriye komande ya tekiniki y'ibicuruzwa byacu byo gufata karuboni iturutse ku sosiyete ikora ibikoresho by'inganda zikora ibikoresho by'inganda zikomeye, ndetse n'ikomande ya tekiniki ya CCUS ikorera muri KAUST mu Burasirazuba bwo Hagati.
Biteganijwe ko amabwiriza abiri y’ubuhanga azahindurwamo amabwiriza yuzuye y’umushinga wa CCS mu mezi 12 ari imbere. Amaherezo, ikoranabuhanga ryacu ryo gufata karubone rya SES ryamenyekanye nk'igisubizo cyo gufata karubone gihanganirwa cyane n'abashakashatsi ba MIT na ExxonMobil, kandi basanze ikiguzi cyo gukora sima no gufata karubone hakoreshejwe ikoranabuhanga rya CCC kiri hejuru ya 24% ugereranije no gukora sima idafite CO2 ifata karubone n'izindi koranabuhanga zo gufata karubone. . ikiguzi cyo gukora sima no gufata karubone kiri hejuru ya 38-134% ugereranyije no gukora sima idafite CO2 ifata. Bityo, umwanzuro wa nyuma w'iki kiganiro ni uko hatabayeho gufata karubone no kubika, intego zo kugabanya karubone mu 2030 ntizishobora kugerwaho. Komeza ukurikirane iterambere ryinshi muri iri soko.Ingingo y'ingenzi, twayiganiriyeho muri make ku kiganiro cya kabiri cy'isuzuma n'igenzura (P&L), ariko nzamara igihe kinini ku bisobanuro birambuye kuri LNG bitewe n'icyizere twari dufite mu byumweru bike bishize ku itangazo rikomeye rya LNG riri imbere.Nk’uko mubibona kuri slide ya 20, urutonde rwacu rw’imishinga ya LNG ishobora gushyirwa mu bikorwa rurimo kwiyongera.
Tubibutse ko dugabanya ubucuruzi bwa LNG mu byiciro bitatu. Ubwa mbere, ni ibikorwa remezo, birimo amakamyo, sitasiyo za lisansi, ubwikorezi, amakontena ya ISO, LNG ya gari ya moshi. Iya kabiri ni imishinga mito n'iy'abaturage. Iya gatatu ni LNG nini, tutayishyira mu biteganyijwe cyangwa mu biteganijwe, ariko dufite amadorari ashobora kugera kuri miliyari imwe y'amadolari umwaka utaha mu gihe ibyemezo bya nyuma by'ishoramari bifatwa kuri iyi mishinga. Kubera iyo mpamvu, LNG iri ku isoko ryiza ryo kuva ku masezerano y'igihe gito yo gutanga ibicuruzwa ikajya kwihutisha amasezerano y'igihe kirekire yo gutanga ibicuruzwa kuko uburinganire bw'ibikenewe n'ibikenewe burushaho kwiyongera. By'umwihariko, tubibona mu mishinga y'ibice byo kohereza ibicuruzwa mu mahanga ku nkombe z'ikigobe cya Mexique cya Amerika. Twiteze ko ibice bitatu bikomeye byo kohereza ibicuruzwa muri LNG ku nkombe y'ikigobe cya Amerika bizinjira muri FID mu 2022. Nkuko nabivuze, ibiri muri iyi mishinga itatu byitezwe ko izatuzanira amadorari mu gice cya mbere cy'uyu mwaka. Nta na kimwe muri iyi mishinga kigihari kandi nta n'umwe muri yo uri mu biteganijwe mu 2022. Twiteze ko Venture Global Plaquemines Phase 1 (10Mtpa) izahinduka FID mu gice cya mbere cy'umwaka, kandi turebe ibyo navuze mu buryo burambye.
Twiteze kandi ko umushinga uzaba urimo ibikubiye mu mashusho birenga miliyoni 135 z'amadolari. Mu gihembwe cya gatatu, VG na Polish Oil and Gas Co bagiranye amasezerano aho PGNiG izagura andi matoni miliyoni 2 muri Venture Global mu myaka 20. Hamwe n'ubushobozi bwo gukora toni miliyoni 11 buri mwaka, twiteze ko igice cya mbere cy'umushinga wa Tellurian Driftwood kizaba gifite arenga miliyoni 350 z'amadolari ku rutonde. Basinye amasezerano yo kugurisha no kugura na Shell mu gihembwe cya gatatu, byatumye kugurisha LNG ku nganda ebyiri za mbere birangizwa, kandi bateganya gutangira kubaka mu ntangiriro za 2022. Twiteze ko umushinga wa Cheniere Corpus Christi Phase III uzashyiramo arenga miliyoni 375 z'amadolari mu ngengo y'imari yatangajwe mu cyumweru gishize kandi ENN LNG yemeye kugura toni zigera ku 900.000 za LNG ku mwaka. Ibi bigaragaza ikindi gikorwa gikomeye mu masezerano yacu y'igihe kirekire ku bushobozi bwacu bwa LNG mu gihe dutegereje FID Phase 3 muri Corpus Christi umwaka utaha, nk'uko Schennier yabitangaje. Ubwoko bwa kabiri bwa LNG buri ku rwego ruto.
Dufite LOI ebyiri z’imishinga itarashyirwa mu bikorwa, kandi icyo ni cyo kintu kinini twatekerejeho mu 2022 nk’uko mwabibonye mu rugendo. Iyi miterere ikoreshwa ku mishinga y’ibigo by’amashanyarazi muri Eagle Jacksonville, Florida na New England. Umushinga wa New England utegereje kwemezwa n’Inama Njyanama y’Umujyi. Ntabwo byumvikana ko inama y’ubutegetsi yashyize ibi ku murongo w’ibyigwa mu nama mu mezi make ashize, ariko nta mwanya bafite wo gukora izi nama. Ariko twizeye ko bizemezwa mu nama y’inama y’ubutegetsi y’uyu munsi, kandi twiteze ko bizatangazwa nyuma yaho gato. Amaherezo, mu cyiciro cy’ibikorwa remezo, dukomeje kubona izamuka rikomeye ry’amakamyo ya LNG, amakontena ya ISO n’ibindi bikoresho bifitanye isano. Mu mpera za Nzeri, twakiriye itegeko ryo kugura imodoka za LNG rifite agaciro ka miliyoni 19 z’amadolari ku modoka zitwara abagenzi, itegeko rya kabiri ryo kugura mu myaka myinshi. Amabwiriza ya LNG ku modoka yakomeje gukomera mu gihembwe cya gatatu cya 2021, arenga miliyoni 33 z’amadolari, bituma amabwiriza ya 2021 kugeza ubu arenga miliyoni 105 z’amadolari ugereranyije n’umwaka wose mu mateka yacu, harimo n’amatumiza mashya y’abakiriya muri Polonye no mu Buhinde. , Bigaragaza ko LNG yemerwa cyane nk'amavuta mu gihe cy'impinduka mu ngufu.
Amaherezo, nk'igice cya gahunda yo guhindura amato abiri yo muri Amerika akoresha gazi ya LNG mu gihembwe kiri imbere, twakiriye inyigo y'ubuhanga ku batunze amato yo muri Amerika.
Ku ya 30 Nzeri 2021, inyungu twari dufite yari 2.99. Nk'uko bigaragara ibumoso bw'ishusho ya 22, twashoje gahunda yo kuvugurura imari ku ya 18 Ukwakira 2021, byazamuye amasezerano, byongera ubushobozi, byongera igihe cyo gukoresha ibikoresho byacu, kandi bigabanya ikiguzi. Iyi revolver ihoraho ya miliyari 1 y'amadolari yongereye ubushobozi bwacu bwo gufata inguzanyo ya revolver kuva kuri miliyoni 83 z'amadolari igera kuri miliyoni 430 z'amadolari ikuraho igipimo cy'inguzanyo gito cya 50 z'amadolari, bizigama hafi miliyoni 2.3 z'amadolari ku mwaka ku rwego rw'inguzanyo ruriho ubu, kandi bikuraho itegeko ryo gukusanya amafaranga mu bibujijwe bijyanye na COVID. . Ku nshuro ya mbere mu mateka yacu, turi mu kubahiriza amategeko kandi dushyiramo umusaruro urambye mu cyemezo cyacu cy'imyenda, hamwe no kugabanya ikiguzi bijyana no kugabanya imbaraga z'ibyuka bihumanya ikirere mu myaka itanu iri imbere. Intego zifitanye isano itaziguye. Iyi gahunda igamije kugera kuri 150% by'intego y'itsinda ryacu ry'amabanki risanzweho ya 100% ya miliyari 1 y'amadolari.
Amaherezo, urashobora kubona ibikorwa byacu bya ESG ku ifoto ya 23, harimo gushimira Gastech nk'umukinnyi w'umwaka watsinze mu kugabanya imyuka ihumanya ikirere muri iki gihembwe, no kuba uwa mbere mu cyiciro cya Gastech Awards ku miryango ihagarariye ubudasa n'ubwuzuzanye. Mu kwezi gushize kandi, twatoranyijwe mu ba mbere mu bihembo bya S&P Global Platts Energy kubera inshingano z’ikigo mu mibereho myiza. Mu kwezi gushize kandi, twatoranyijwe mu ba mbere mu bihembo bya S&P Global Platts Energy kubera inshingano z’ikigo mu mibereho myiza. Также в прошлом месяце мы стали минали матмии премии S&P Global Platts Ingufu за зин Mu kwezi gushize kandi, twari mu bahatanira igihembo cya S&P Global Platts Energy Corporate Social Responsibility Award.同样在上个月，我们在 S&P Ingufu za Platts Ingufu 企业社会责任奖中入围。 S&P Isi Yose Ingufu 企业社会责任奖中入围。 Также в прошлом месяце мы вошли в шорт-лист премии S&P Global Platts Ingufu за агную наную ответственность. Mu kwezi gushize kandi, twashyizwe ku rutonde rw’abahatanira igihembo cya S&P Global Platts Energy Corporate Responsibility Award.Jye na Jill twifuje gufata umwanya muri iki gihe kigoye cyo gushimira abagize itsinda ryacu kuba barakomeje kwibanda ku byo bakoze, bagashyira mu bikorwa vuba ibikorwa bitandukanye byo kugaruza amafaranga, kandi bagakomeza kubyara byinshi mu bintu byihariye dufite by’ibisubizo birambye n’inyungu ndetse n’ibikenewe mu buryo burambye. - ibicuruzwa bidafite ishingiro.
[Amabwiriza y'umukoresha] Ikibazo cyacu cya mbere giturutse kuri Ben Nolan wo muri Stifel. Umurongo wawe ubu urafunguye.
Hita uhuza bibiri hano. Hanyuma ubihindure. Ubwa mbere, bigomba kuba byihuse. Muri Phase 3 Corpus Christi, ese uwo mubare ni munini kurusha mbere ukurikije ibikubiye mu nyandiko yawe? Bisa nkaho ari byo. Ndashaka kumenya niba hari ibindi bikubiye mu nyandiko bishobora kugurishwa. Ariko, ikindi kibazo cyari gifite insanganyamatsiko kandi birumvikana ko cyari igihembwe kigoye. Hari ibintu utari witeze, kandi nta muntu n'umwe wari witeze ko bigira ingaruka hano. Ariko ukurikije ikibazo cyawe cya tekiniki cya 2022, ndimo kugerageza kumenya ibirimo kugira ngo mbikore. Kandi - utekereza iki, yego - niba ikintu kibaye, kitagenda uko byari biteganijwe, niba umwanya uhagije muri leta yawe warafashwe?
Sawa, urakoze Ben. Reka rero mbagezeho igisubizo cya mbere ku cyiciro cya gatatu cya Corpus Christi. Uyu mubare uri hejuru kurusha mbere. Nanone ndashaka kuvuga ko ari ubwa mbere ibi bibaye, binyongerera icyizere ko abakora imishinga itatu nasobanuye muri Big LNG bose bishimiye ko turimo gushyira ahagaragara urwego rw'ibikubiye mu mishinga twiteze ku mugaragaro. Bityo rero ni byiza. Hanyuma, kugira ngo dusubize ikibazo cyawe mu buryo butaziguye, hari bimwe, buri gihe mu buryo iyi mishinga ikora, akazi gahoraho inyuma hagati ya EPC, umukozi na Graph, ku bijyanye n'imiterere, uko byamera, ibice bihuye.
Hari impinduka mu bunini bwatugiriye akamaro kanini, kandi ibitekerezo ku bijyanye no gusimbuza no gusimbuza ni byoroshye bitewe n’impinduka mu miterere rusange. Ibi byombi rero ni byo byatumye ibikubiye muri uyu mushinga byiyongera. Hanyuma, ku kibazo cya 2022, igice cyo hasi cy’ubuyobozi cyubatswe ku cyumba cyo gusimbuza nk’uko wabivuze. Twizera ko ibicuruzwa bigurishwa mu buryo bungana mu mwaka wose. Kandi uracyakura inyungu mu gihembwe cya mbere kandi urushaho kuba mwiza mu gihembwe cya kabiri. Dusobanukiwe neza izi nzira - igihombo turimo gutakaza. Twashyizeho umwanya muto wo gusimbuza ku mpera y’igice cya mbere mu bitekerezo byacu mu gihe turangiza urwego twizeye. Nanone, ntabwo dutanga inama buri gihembwe, bityo niba hari umuntu umbajije.
Ariko tubitekerezaho muri ubu buryo: iyo turebye amakuru arambuye ku bijyanye n'ibirarane byacu mu gice cya mbere cya 2022, igice kinini cy'ibirarane byacu ni ibicuruzwa byihariye n'ibisubizo by'ibigega bikonjesha. Mu mwanya wabigenewe, tubona uburyo bwinshi bwo guhindura imiterere y'ibirarane bihoraho. Hanyuma, nk'uko Brinkman aherutse kubivuga, bimwe mu bice by'umwihariko wacu byarihuse mu gutanga no kohereza kandi bijyana n'ibiciro/agaciro. Hanyuma, ku cyemezo cyo gufata ikigega gikonjesha, mu birarane mu gice cya mbere, dufite kandi igice kinini muri EMEA, aho hari uburyo bukomeye bwo kunyuza iki giciro. Ibyo bintu bibiri rero biduha igitekerezo cyiza cy'igice cya mbere. Ariko ndatekereza ko ikwirakwizwa ryabyo riri hejuru cyane muri uyu mwaka kurusha mu 2021, aho ibirarane byazamutse kuva mu gice cya kane kugeza mu gice cya mbere, mu gice cya mbere kugeza mu gice cya kabiri no mu gice cyo hasi cy'icyo cyiciro.