Yakavambwa muna 1993 nehama Tom naDavid Gardner, Iyo Motley Fool inobatsira mamirioni avanhu kuwana rusununguko rwemari kuburikidza newebhusaiti yedu, mapodcasts, mabhuku, makolamu emapepanhau, maredhiyo uye masevhisi ekutanga ekudyara.
Yakavambwa muna 1993 nehama Tom naDavid Gardner, Iyo Motley Fool inobatsira mamirioni avanhu kuwana rusununguko rwemari kuburikidza newebhusaiti yedu, mapodcasts, mabhuku, makolamu emapepanhau, maredhiyo uye masevhisi ekutanga ekudyara.
Iwe uri kuverenga chinyorwa chemahara chine maonero anogona kusiyana kubva kuThe Motley Fool premium investment service. Iva nhengo yeMotley Fool nhasi uye uwane nekukasira kurudziro dzevaongorori vepamusoro, tsvakiridzo yakadzama, zviwanikwa zvekudyara nezvimwe. Dzidza Zvimwe
Mangwanani uye tinokugamuchirai kuChart Industries, Inc. maererano nemhedzisiro yekota yechitatu ye2021. [Manotsi kune Vashandisi] Chiziviso chekambani uye kumwe kujekeswa kwakaburitswa mangwanani ano. Kana usina kugamuchira kuburitswa kwenhau, unogona kuiwana nekushanyira webhusaiti yeChati pa www.chartindustries.com. Nhasi kufona kudzokororwa kuchavepo mushure mekufona kusvika China, Gumiguru 28, 2021.
Ruzivo nezve replay inosanganisirwa mukuburitswa kwekambani. Tisati tatanga, kambani inoda kukuyeuchidzai kuti zvirevo zvenhoroondo zvakataurwa pamusangano uyu zvakataurwa zvinotarisa kumberi. Ndokumbira utarise kune ruzivo rwezvekutarisisa zvirevo uye njodzi zvinhu zviri mugwaro remari yekambani uye mafirita achangoburwa neSecurities and Exchange Commission. Iyo Kambani haiite chisungo chekuvandudza pachena kana kudzokorora chero zvirevo zvinotarisa kumberi.
Thanks Gigi. Mangwanani mese, uye ndinokutendai nekubatana nesu nhasi kune yedu Q3 2021 mihoro yekufona uye nekugadzirisa yedu 2022 maonero. Anobatana neni nhasi ndiJoe Brinkman, mhare yeChart Industrial Gases uye zvino mukuru wedu wezvemari, anokupa mhinduro dzekota gare gare parunhare. Nhaurirano yanhasi iri paviri uye yakafanana nezvamakanzwa kubva kune mamwe makambani, ndine chokwadi. Chekutanga, matambudziko enguva pfupi macro atakatarisana nawo muchikamu chechitatu, kukanganisa kwawo muchikamu chedu, uye zviito zvatakatora uye zvatinoramba tichitora kutarisana nedutu uye kuunza mihoro yakasimba, sezvataitarisira. makore ari mberi. Chechipiri, tiri kuona kuenderera mberi kwakasimba kwekuita pamhando dzakasiyana dzemirairo uye zviratidzo zvese zvinongedza kuenderera mberi kwekuda kwezvigadzirwa zvedu.
Saka, kutanga nechina siraidhi yeimwe dhizaini yakaburitswa nhasi. Bhuku redu rekuodha remadhora mazana matatu nemakumi mashanu emadhora muQ3 2021 rinoratidza kukura kuri kudiwa mubhizinesi rese, pamusoro pezvataitarisira pakutanga kwekota takapihwa izvo zvatisina kutarisira kana kugamuchira maodha makuru emvura muQ3. kota, tarisiro yedu inosvika $300 miriyoni. Maodha ekota iyi aive akakwira 33% kupfuura muchikamu chechitatu che2020, zvichikonzera kuti bhuku redu reodha YTD 53% yakakwira kupfuura mumwedzi mipfumbamwe yekutanga ya2020. Pamusoro pezvo, maodha ezvigadzirwa zvemhando yepamusoro akawedzera neinopfuura zana muzana ino kana zvichienzaniswa nekota yechitatu ya2020 uye inodarika 150% gore-kusvika-zvino. Cryo Tank Solutions yakatumirawo kukura kunoshamisa panguva idzi, kusvika 35% mukota uye 53% mumwedzi mipfumbamwe.
Maodha muchikamu chechitatu akabatsira kune yedu yechina yakateedzana rekodhi rekodhi rekodhi, ikozvino pamusoro pemadhora bhiriyoni 1.1, ichisimbisa chivimbo chedu mune yedu 2022 maonero uye iko zvino tichiona mazinga epamusoro ehurongwa hwekuita mukota yakagadzikana maitiro. Tichinongedza kuruboshwe rwesiraidhi yechina, izvi zvinoratidza izvo zvatinoona seyero nyowani nhanho yemirairo yekota yatinotarisira. Pamberi peCCIDIDs uye nguva isati yachena yesimba, kana pakati pa2016 na2019, iyo $238 miriyoni avhareji yekota yekudzokera kumashure ikozvino inodarika mazana matatu emamiriyoni emadhora pakota. Pane zvimwe zvinhu zvishoma zvekutarisa muhurongwa hwedu tichibata chikamu chino. Isu takaisa maodha makumi matanhatu anokosha kupfuura $ 1 miriyoni imwe neimwe mukota yechitatu uye 152 gore rino. Chikamu chechitatu chaive chikamu chechipiri mumutsara kwatiri nemaodha makumi matanhatu akakosha kudarika $1 miriyoni. Takagamuchirawo maodha matsva makumi maviri nemaodha makumi matanhatu neshanu kubva kune vatengi vatsva.
Kubva pakutanga kwegore kusvika kota yechitatu ya2021, maodha edu ese emhando yezvigadzirwa zvemhando yepamusoro akadarika mazinga anoenderana ekurongeka kwegore rose ra2020. Nemamwe mazwi, mumwedzi mipfumbamwe yekutanga yegore, huwandu hwemaodha ezvigadzirwa zvemhando yepamusoro muzvikamu zvese izvi zvakapfuura nhamba yemwedzi gumi nemiviri yakazara ye2020. nekukurumidza kubhukidza uye kuendesa, uye nekupihwa mazinga emitengo yezvino. Nekuda kweizvozvo, chikamu chebhizinesi hachina kuwana kuderera kwekubatsira nekuda kwekuwedzera kwemitengo yezvinhu. Tave kutanga kuona kupora, kunyangwe pave paya pane zvataitarisira, mumisika yemafuta negasi yechinyakare, kusanganisira kuongorora gasi remusikirwo uye kudzvanywa, nemhepo-yakatonhodzwa kupisa inotsinhanisa ine yakanyanya kurongeka mavhoriyamu mumwedzi miviri ya2020-2021, ndine hurombo. Muna Nyamavhuvhu naGunyana, chikamu chechitatu che2021 chaive chikamu chine maodha mazhinji emhepo-yakatonhodzwa kupisa kupisa.
Mumwe muenzaniso apo zvigadzirwa zvedu hazvina kubatanidzwa pamwero wemolecular. Saka, chero bedzi shanduko yesimba ichienderera mberi, isu tichabatsirwa nekudzoreredzwa kwemafuta. Saka zvino ngatitarisei zvakadzama zvemutoro wemutengo uye zviito zvipi zvakatorwa kuti zvigadzirise zvinotarisirwa kuwedzera kudhonza pamitengo iyi yepamusoro-kupfuura-inotarisirwa mumasiraidhi 5 uye 6. Kunyangwe isu tichitarisira chikamu chetatu chegore ra2021 chive chikamu chakaderera chekukanganisa kwakashata pamuganho nekuda kwenyaya dzemitengo idzi, sezvo dzimwe dzenyaya idzi dzakagadziriswa - mamwe matanho anoramba achideredzwa, mamwe achideredzwa zvizere. isu tinotarisira kuti margins avandudze munzvimbo dzinotevera, asi isu tiri kugadzirisa hutungamiri hwedu hwekota inotevera, kusanganisira kuchinja kwekutengesa nguva uye kudzvinyirira kwemitengo. Takambotaura kuti isu tinotarisira kuti Q3 2021 itarise kana mari yezvinhu uye kuwanikwa kuri kuvandudza kana kudzikira uye wozopindura nekukurumidza. Zvinhu zvakatonyanya kuipa muchikamu chino.
Kunyangwe kukura kwakasimba mumaodha uye kumashure, logistics uye nyaya dzevashandi muketani yekugovera zvakakanganisa mhedzisiro yedu. Isu takakurumidza kupindura nemarkups, kuwedzera kwemutengo uye kuderera kwemitengo yekushanda, asi hapana chimwe chezviito zvedu zvemukati-kota zvakakanganisa mihoro mukota. Parizvino tiri kufanotaura basa ririkuenderera mberi uye nguva dzekumaka uye kushanda kwakajairwa uye kushanda zvakanaka zvichikonzera kudzoka kune akajairwa miganho, danho rekutanga redanho rinotanga muchikamu chechina uye rinoenderera mberi nechikamu chechipiri cha2022, icho chinosanganisirwa mukufanotaura kwedu kwegore ra2022. Ngatidzokei kumashure tinzwisise matambudziko uye zvatinoita pamusoro pawo. Slide 5, mutsara wekutanga unoratidza kuti mari yezvinhu yakaramba ichikwira nokukurumidza muchikamu chechitatu che2021, nemari isina tsvina, aluminium uye carbon steel inowedzera ne12%, 18% uye 24% kubva munaJune 30 kusvika kuSeptember 30. Kubva 1 July, takaita kuwedzera kwemutengo mukuru.
Hatina kuona shanduko yakawanda muQ3 yakapihwa nguva yedu yekunonoka uye mutengo wekota unowedzera. Mukuwedzera, takatanga kuwedzera mari yekuwedzera kumirairo yose mitsva kutanga pakati pechikamu chechitatu che2021 uye takakwidza mitengo zvakare muna Gumiguru 2021. Basa redu rekugadzira rinokubvumira kuti uise mitengo yezvino yezvinhu panguva yekushanda kwekushanda. Naizvozvo, ese aya makotesheni akagadziridzwa zvakare. Mutsara wechipiri unoratidza kukanganisika muchikamu chekugovera, kungave kuzara kwechiteshi, vatyairi, marori, midziyo, kuwanikwa kwezvinhu. Zviripachena kuti hapana chimwe cheizvi chinoenderana nechati uye timu yedu iri kushanda kudzikisa misiyano yenguva yekutengesa nekuda kwekukanganiswa kweketani. Nekudaro, izvi zvinowedzera kukurudzira kurwira kwedu kwekuchengetedza stock, izvo zvinokanganisa kubuda kwemahara kwemari munguva pfupi. Kutaura nezvekuwanikwa kwemutyairi nerori, mutsara wechitatu unoratidza kazhinji isingataurwi nezvayo, asi inoparadza zvikuru, dambudziko risingatarisirwi ratakasangana naAugust 11th naOctober 7th.
Vatengesi vedu vegasi veindasitiri vakaisa chiitiko chesimba pane nitrogen uye argon zvinhu kune vatengi gasi remaindasitiri, kusanganisira isu, nekuda kwekutangazve kudiwa kweokisijeni nekuda kweCOVID-19, kunyanya muUnited States. Kunyange isu tiine rombo rekushandisa imwe yerori yedu yecryogenic mungarava dzedu dzakarejeswa uye kuhaya mutyairi ane certified kuti aunze gasi rechisikigo kuburikidza netiweki yedu yekugovera kuti kugadzirwa kwedu kurambe kuchishanda, kutadza uku kwakawedzera mari yedu yekushandisa uye kusashanda. Parutivi rwakanaka, chiitiko ichi chesimba majeure chakasimudzwa muna Gumiguru 7th uye kugoverwa kwave kudzokera kune zvakajairika. Enda kune yechitanhatu siraidhi, mutsara wechina. Takatarisana nekuwanikwa kwevashandi uye nyaya dzemitengo, kusanganisira kukanganisa kweCCIDID-19 pavashandi.
Tinotenda kuti takatora matanho akakwana kuti tive nechokwadi chokuti hatina kukanganiswa nezvinetso zvebasa muchikamu chechina, kunze kwekuwedzera kwakananga mubhadharo weawa, iyo isiri yenguva pfupi uye yakaitwa muchikamu chechitatu mukupindura kuchengetwa uye kubhadharwa kwehuwandu hwevashandi vekugadzira. nhengo yechikwata. Munguva yekota, takahaya vanhu 372, uye vanopfuura 98% vachiri nesu. Kunyange tichiramba tichikwidza mihoro, takashandisawo kukurudzira kwekunyoresa mukati mekota, izvo zvakakanganisa mitengo asi hazvina kubatanidzwa mumihoro yepasi. Yechipiri yevashandi nyaya yakavandudza zvakanyanya muna Gumiguru ndiko kutsva kweCCIDID-19 kunzvimbo dzedu dzekugadzira dzeUS. Kubva Nyamavhuvhu 1 kusvika Gunyana 30, avhareji ye3.7% yevashandi vekugadzira panzvimbo dzedu dzakakosha dzeUS vanga vasipo kwevhiki nekuda kweCOVID-19.
Tave nevashandi vashoma vakananga kuzvitoro izvi kubva muna Gumiguru. Izvi zvakagadzira kumwe kusashanda zvakanaka, kuronga shanduko, uye mamwe mashifiti sezvo basa redu rakananga rakatenderera nzvimbo dzakasiyana dzechitoro. Mukati mekota, mbiri dzenzvimbo dzedu dzekugadzira dzakavharwa kwenguva pfupi nekuda kweHurricane Ida, zvichikonzera kurasikirwa kwemaawa ebhizinesi. Izvi ndezvenguva pfupi pasina kukuvara kwekusingaperi kana kusingaperi kana mhedzisiro. Chekupedzisira, isu tinotarisira uye kuronga kuenderera mberi nekuita kuti China iite mitemo yemagetsi kumahofisi edu muChina. Pazvinenge zvakakodzera, takagadzira nzira dzakasiyana-siyana dzokuderedza. Asi panguva ino, magetsi evhiki nevhiki ebhizinesi redu reChinese achange ari mashanu akajairwa, maviri muganho kana mana akajairwa, matatu muganho, uye kana mamiriro azvino aramba asina kuchinjika mukati mekota, tichasvika pakati pekota yedu yechina pasina kumwe kudzikisira. Chinese forecast.
Isu - isu tagara tichipindura kune shanduko yemitengo yezvinhu uye dzimwe shanduko dzemitengo nekuwedzera kwemitengo uye kuwedzera. Iwe unogona kuona mune slide 7 kuwedzera kwemutengo wezvinhu muhafu yepamusoro yechisiraidhi. Kubva pakutanga kwegore, mapoka edu matatu makuru ezvigadzirwa: simbi isina tsvina, aluminium uye kabhoni simbi yakakura ne33%, 40% uye 65% zvichiteerana. Mumazuva makumi maviri ekutanga aGumiguru, takaona mitengo yekabhoni nesimbi isina tsvina ichidzikama, asi nemamiriro ezvinhu emagnesium, mitengo yealuminium yakaramba ichikwira uye kuwanikwa kwakaderera. Ndataura izvozvo, ndisati ndataura nezvemitengo inodiwa uye maprimiyamu atiri kuisa, uye zvikonzero zvekusiyana kwemaitiro aya, regai nditaure nezve yedu yekunyaradza nhanho nekuchengetedza stock. Sezvaunoziva, kubva pakutanga kwegore tanga tichiwedzera kuchengetedzwa kwekuchengetedza uko zvine musoro kuwedzera kwechinguva chiyero chemari pamusoro pezvakajairika, izvo zvinokanganisa kubuda kwemahara kwemari. Nekudaro, iyi sarudzo yehungwaru yakatibvumira kuti tisapotsa imwe huru yekuendesa kune vatengi vedu.
Semuyenzaniso, takapinda mune mamwe makondirakiti egore rimwe kana maviri, tichiunza mari dzekuchengetedza muhafu yekutanga ya2022 zvichienzaniswa nemazinga azvino zvichienderana nenguva yatakagamuchira maringedzo. Panyaya yemitengo, isu hatitarisiri kuti mari yezvinhu iwedzere, sezvavakaita kubva pakupera kwekota yechipiri kusvika pakupera kwekota yechitatu, zvichiteerana. Patakaona izvi, pamusoro pekuchinja kwemitengo kwakaitwa kubva musi waChikunguru 1 uye kudzokororwa kwezvese zvinhu zvekufona pachena kwemapurojekiti nenguva yetenda, takaunzawo muripo wepakati pekota. Kunyangwe nekuchinja uku, hazvina kukwana kuti uenderane nemitengo iri kukurumidza kukwira. Naizvozvo, isu takaita imwezve mutengo wekuwedzera kune ese maodha matsva, ayo achange ari echinguvana uye asingagumi, zvichienderana nechigadzirwa. Takashanda uye tichienderera mberi nekushanda nevatengi vedu vegasi mumaindasitiri vane zvibvumirano zvenguva refu kutibatsira kushandisa nzira yemitengo yezvinhu kakawanda muzvibvumirano izvi, tichifunga kuti nguva idzi dzekukwira kwemitengo dzinoramba dzichienderera uye isu tinosara kumashure kwekota yekugadzirisa nzira panguva dze hyperinflation. kusashanda.
Kune vatengi vedu vakabudirira mune izvi uye kuchengetedza hukama hwedu hwenguva refu, iyi nzira ichadzokera kune yakajairika hurongwa, ingave yekota kana semi-pagore, sezvo macroeconomic mamiriro anovandudza. Kutenda kukuru kune wese anoshanda nesu kuona kuti tinokwanisa kuendesa zvigadzirwa zvavo sezvinodiwa, asi zviite pasina kukanganisa bhizinesi redu. Chechipiri, tinotenda kune avo vari kushanda pa-pre-upgrade backlog kuti vavhare nemazvo mari yekuwedzera yekutumira kune mamwe maodha aripo mune yedu backlog. Unozoona kuti takaronga kukura uku nenzira mbiri dzakasiyana. Zvaiva nemaune. Kutanga, mushure mekunge mamiriro ekudhura avandudza uye achidzokera kune akajairika, mamwe emitengo yedu acharamba ari padanho repamusoro, iyo ichava nhanho yakajairika yekuti isu tigadzirise mitengo nguva nenguva. Yechipiri ndiyo mvumo, inova yenguva pfupi, kunyange zvazvo pari zvino isingagumi. Saka isu tichava nekuoma kwemutengo, asi ive vakatendeseka kune vatengi vedu nekuti vari kuyedza kutiitira zvakanaka.
Ndisati ndataura nezve maonero edu e2022, ndichaendesa pasi kuna Joe kuti akupe tarisiro yemaitiro edu ekudzikisa mutengo uye yechitatu kota mhinduro.
Ndatenda Jill Iyo yechisere siraidhi inoratidza mamwe organic zvimiro mutengo uye zviito zvekuwedzera huwandu. Zvaunoona pasiraidhi izvi zvinoshandisa zvinangwa zviviri: chekutanga, kudzikisa mari yekushandisa, uye chechipiri, kuve nechokwadi chekuti tine hunyanzvi hwakakodzera munzvimbo dzakafanira kusangana nenguva dzevatengi vedu. Kurutivi rworuboshwe rwepeji, unogona kuona chikamu chematanho ekucheka-mutengo atakatora kana kuita muchikamu chechitatu. Chokwadi iyi haisi rondedzero yakakwana. Isu takabatanidza nzvimbo yedu yekugadzira inotonhorera yeTulsa muBeasley, Texas nzvimbo yekugadzira, tichigadzira nzvimbo yekugadzira inochinjika panzvimbo yedu yeTulsa, iri mumatanho akasiyana ekutanga, zvichienderana nemutsara wechigadzirwa. Kuwedzerwa kwemitsetse yekugadzira inochinjika muTulsa inotipa mukana wevashandi vane hunyanzvi uye inotitendera kutamisa bhodhoro rekugadzira kubva kune dzimwe nzvimbo. Semuyenzaniso, tapedza kutamiswa kwemadhiri uye vacuum insulated maassemblies kubva kuNew Bragg, Minnesota, uye mihoro ine hukama inotarisirwa kutanga muchikamu chechina cha2021.
Nzvimbo imwe chete yeBeasley ichaita nzvimbo yedu yekugadzirisa uye yekushandira muHouston, uye mumwedzi mishoma inotevera tichange tichibatanidza nenzvimbo yedu yakazvimirira yekugadzirisa muHouston. Pamasiraidhi iwe unogona kuona mamwe emamwe matanho ekubudirira ari kuitwa muUS neEurope. Chekupedzisira, isu tinoenderera mberi nekukwenenzvera yedu SG&A chimiro nechaiyo nzvimbo yekubvisa yakatorwa mukota. Chekupedzisira, isu tinoenderera mberi nekukwenenzvera yedu SG&A chimiro nechaiyo nzvimbo yekubvisa yakatorwa mukota. Наконец, мы продолжаем совершенствовать нашу структуру SG&A, исключая конкретные позиции в этом квартале. Chekupedzisira, isu tinoenderera mberi nekukwenenzvera yedu SG&A chimiro nekubvisa chaiwo zvinzvimbo kota ino.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 и в течение квартала сокращали определенные рабочие места. Pakupedzisira, takaenderera mberi nekuvandudza chimiro chedu cheSG&A nekucheka mamwe mabasa mukati mekota.Pasiraidhi yechipfumbamwe. Kutengeswa kweQ3 2021 kwaive $328.3 miriyoni, kukwira pamusoro pe20% kubva paQ3 2020, nekukura kwehupenyu hwe13.4%. Sechiyeuchidzo, Venture Global Calcasieu Pass kutengesa muchikamu chechitatu cha2020 angangoita $25.6 miriyoni zvichienzaniswa nemamiriyoni mashanu emadhora muchikamu chechipiri cha2021. Kunyangwe pasina hukama hwakakura hwemari yeLNG muchikamu chechitatu cha2021. Kusingabatanidzi kutengesa kwakakura LNG mapurojekiti nekufamba kwenguva, organic mari yakawedzera muchikamu chetatu chetatu 202 202. 2020 uye yakawedzera ne13.6% gore-kusvika-zvino muna 2021 zvichienzaniswa nekutanga kwa2020.
Kutengeswa muchikamu chechitatu che2021 kwaisanganisira rekodhi kota-on-kota kukura mune zvehunyanzvi zvigadzirwa uye mafiriji matangi mhinduro. Kutengeswa kweCTS kwakakwira 14.7% sequentially QoQ 2021 uye 10% YoY, nepo zvigadzirwa zvehunyanzvi zvaive kumusoro 9.5% QoQ 2021 uye 108% YoY. .8% zvichienzaniswa nekota yechitatu ye2020. Kugadziriswa kwehunyanzvi, kugadzirisa uye zvigadzirwa zvekurenda zvakaverengera 49.7% yezvese zvatatengesa mambure. Zvingangoita 50% yekota yechipiri mumutsara uye 34.1% kune ese a2020. Yedu yechitatu kota 2021 gross margin yakakanganiswa nemitengo yakatsanangurwa naGill. Iyo yakashumwa purofiti yakakura yaive 22.8% yekutengesa, kusanganisira isingadzokeri mari inoenderana nemitengo yekutanga nzvimbo, kusanganisa, kugadzirisa uye kubatanidzwa kwenzvimbo. Yakagadziridzwa kumitengo isingadzokeri, yakagadziridzwa gross margin sechikamu chekutengesa chaive 26.5%, zvichiratidza mutoro wedu wemitengo mukati mekota nekuda kwekuwedzera nekukurumidza kwekutakura zvinhu, cheni yekugovera uye mutengo wemidziyo.
Yakagadziridzwa gross margin sechikamu chekutengesa chakaramba chakapfava kubva paQ3 2020, kusasanganisa LNG, uye yakaramba nguva dzose kubva Q2 2021. Nyaya dzaive nekushomeka kwemaitiro akagadziridzwa gross margin sechikamu chezvigadzirwa zvehunyanzvi uye kutengesa, kugadzirisa, masevhisi nerendi. Yakagadziridzwa gross margin yezvigadzirwa zvemhando yepamusoro sechikamu chekutengesa chaive chinopfuura 37%, zvinoenderana nekota yechipiri ya2021, uye inoratidza maonero ebhizinesi. Bhizinesi reSpecial Products bhizinesi rinonyanya kukoshesa zvinhu zvine mutengo wenguva pfupi, kana zvigadzirwa zvine kukurumidza kurongeka-kune-kutumira nguva, zvichiratidza mutengo wazvino mumitengo yedu iripo. Kugadzirisa, kugadzirisa uye rendi yakagadziridzwa gross margin yaive 28.7% yekutengesa, kusanganisira kugadziridza mitengo ine chekuita nesarudzo yedu yekubatanidza nzvimbo yedu yekugadzirisa muHouston, Texas. RSL-yakagadziridzwa gross margin yakawedzera mazana mashanu negumi mapoinzi akateedzana mukota yechipiri ya2021, kusanganisira yakaderera-muganho yekutakura kubva kuChina.
Iyo yakanyanya kuomesesa kune yakaomesesa uye yakagadziridzwa gross margins ndiwo masisitimu ekutamisa kupisa. Iyo nguva yeprojekiti-yakavakirwa mari yekucherechedzwa, uchifunga nezve yakakwira chikamu chemukati, yakarasika nguva yekugadzira, uye yakakwira margin. Sequential yechipiri kota 2021 kusvika yechitatu kota SG&A inowedzera inofambiswa nekuwedzera kweLA Turbine uye AdEdge. Sequential yechipiri kota 2021 kusvika yechitatu kota SG&A inowedzera inofambiswa nekuwedzera kweLA Turbine uye AdEdge.Kuwedzera kwakatevedzana kwezvese uye zvekutonga mari kubva Q2 2021 kusvika Q3 inotungamirwa nekuwedzera kweLA Turbine neAdEdge. 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 и AdEdge. Kukura kusingachinji kweSG&A kubva kuQ2 kuenda kuQ3 2021 kwakafambiswa nekuwedzera kweLA Turbine uye AdEdge.Gare gare, Gill achakurukura nguva yekudzoreredza mutengo uye kukonzeresa kukuru kwepurojekiti pane purofiti munzvimbo dziri kuuya. Slide 10 inoratidza yedu yechitatu-kota uye yegore-kusvika-zuva yakagadziridzwa EPS yemadhora 0.55 uye $2.09, zvichiteerana, kusanganisira chero chiratidzo-ku-musika chiitiko chekuongorora chatakaisa mariri, icho chine mambure akanaka pachikamu chechitatu. kota uye kubva pakutanga kwegore. Kugadziridzwa kweEPS kune imwe mari yenguva imwe chete kunosanganisira kugadziridza, mubhadharo wekusiya, zvinotangisa uye mitsara yekugadzira, uye zvimwe zvenguva imwe chete. Tichifunga kuti manejimendi edu anofungidzira kuti achaenderera mberi, uye nguva yezvinotarisirwa kubviswa kubva kune zvimiro zvezviito zvaunonzwa nezvazvo, isu hatisanganisire nyaya dzaunonzwa nezvadzo nhasi mukuwedzera kune yakashata kugadzirwa kana kushanda zvakanaka. Mukuedza kuve nehanya zvakanyanya nenguva kune akagadzirira zvirevo uye Q&A, isu takabatanidza chikamu-chakanangana nechikamu uye Chekutanga cheRudzi, ruzivo rutsva rwevatengi mune apendix. Mukuedza kuve nehanya zvakanyanya nenguva kune akagadzirira zvirevo uye Q&A, isu takabatanidza chikamu-chakanangana nechikamu uye Chekutanga cheRudzi, ruzivo rutsva rwevatengi mune apendix. Kuti tive nehanya zvakanyanya nenguva yemashoko akagadzirirwa uye Q&A, isu takasanganisira chikamu-chakanangana neruzivo uye yekutanga-ye-yayo-yerudzi ruzivo rutsva rwevatengi muapp. Kuti tive nenguva yakawanda yemhinduro dzakagadzirirwa uye Q&A, isu takabatanidza ruzivo rwezvikamu chaizvo uye, kekutanga muapp, ruzivo rutsva rwevatengi.
Pamusoro pezvo, isu tinowanzo gamuchira mibvunzo nezve gumi-Q mazuva ekupedzisira ekunyorera. Tinoronga kuzoisuma gare gare nhasi.
Slide 10 hazvireve kuti tichapa nhungamiro yekota mune ramangwana, asi isu tinoda kupa ruzivo rwakanyanya rwekota inotevera. Mumamiriro ezvinhu emaonero edu echina, timu yedu yakabatanidza zvimwe zvinongoitika mukota yedu yechina yekutengesa uye fungidziro yemuhoro, pamwe nenzira yatinowanzo famba nayo tichifunga nezvekutengesa, kutumira uye nyaya dzekutakura dzinogona kusakwira. Pane slide 10 unogona kuona shanduko kubva kune yedu yapfuura fungidziro yemukati yekutengesa kusvika kumagumo ekupedzisira eQ3 uye Q4 fungidziro yemhando sezvakaratidzwa mumutsara wekutanga. Zvikamu zvakakura zvinofamba kubva kune yechipiri kusvika kune yepfumbamwe mitsara hazvina kukwana zvakakwana, asi zvinosanganisira mafambisirwo makuru, kusanganisira mazuva ekupedzisira uye kumashure kwemapurojekiti ekufambisa kupisa kwehurongwa uye zviziviso zvekuenderera mberi.
Izvi zvigadziriso zvinounza yedu yakagadziridzwa Q4 2021 yekutengesa huwandu kusvika kumadhora mazana matatu nemakumi matatu nemazana matatu nemazana matatu nemazana matatu nemazana matatu nemazana matatu nemazana matatu nemakumi matatu pamadhora. Sezvatotaurwa, izvi zvakakonzerwa nekumisikidzwa kweiyo yakatarwa mazuva emari kusvika 2022, uye hapana kana imwe yadzo iri kurasikirwa nemari. Kufanotaura kwedu kutsva kunotora kuti kutengesa muna 2021 kuchawedzera ne11-13% kana ichienzaniswa ne2020. Slide 11 inoratidza maonero edu epanguva ino ye2021, iyo inofunga nezvezvakamboratidzwa macroeconomic matambudziko, uye zviito uye nguva yakatarwa kusvika nhasi kugadzirisa matambudziko aya zvichienderana neruzivo rwazvino. Isu tinotarisira kuti gross margin ichawedzera sechikamu chekutengesa muchikamu chega chega, tisingasanganisire mafiriji matangi mhinduro, muchikamu chechina cha2021, nekota yechitatu ichiratidza kusakara uye kunonoka muchikamu chechina nekuda kwehurongwa hwemitengo. Gross margins sechikamu chekukura kwekutengesa muzvikamu zveRSL uye Specialty Zvigadzirwa zvinotarisirwa kufambiswa nemusanganiswa wechigadzirwa kumashure uye nguva yekukwira kwemitengo, nepo kuwedzera kudiki kudiki kwemariji eHTS kunokonzerwa nekutengesa kwakakura kwakanangana nepamusoro pemahombekombe. sales result.
Iwo anowirirana akagadziridzwa asiri-dilutive mihoro pachikamu chegore rakazara 2021 anotarisirwa kunge angangoita $2.75 kusvika $3.10 paavhareji miriyoni makumi matatu neshanu. Isu tinotarisira kuti chikamu chechitatu cha2021 chive nekukanganisa kushoma pamiganho, kuchiteverwa nekuvandudzwa kunoramba kuripo munzvimbo dzinotevera, kunyanya sezvo dzimwe nzvimbo dzinooneka dzemuganho dzichaziva mari yakakosha. Mitengo nemvumo zviri kutanga kuoneka mupurofiti uye kazhinji mumavhoriyamu akakwira kubatsira kubata basa. Nekudaro, sezvatotaurwa, munguva dzekusavimbika, tinoda mamwe matanho ekukurumidza. Kuenderera mberi kune slide 13, fungidziro yedu yegore negore ya2022. Pakazere, isu tinonyatsoziva mapurojekiti chaiwo uye tinotarisira kuti kudiwa kwakakura kwatakaona gore rino kuenderere mberi, zvichibatsira mukukanganisa kwerekodhi kumashure uye kukwira kwemitengo muna 2022.
Isu takasimudza fungidziro yedu yekutengesa kune ese e2022 kusvika kuhuwandu hwemadhora 1.7 bhiriyoni kusvika kumadhora 1.85 bhiriyoni. Kunyange zvazvo tine tarisiro huru pamusoro peiyi fungidziro yakagadziridzwa, tisingabatanidzi mamwe mapurojekiti makuru eLNG ekuwedzera kana matsva, isu tinotarisira mapurojekiti matatu makuru eLNG kuUS Gulf Coast ayo akatowana mvumo yeFERC kuita sarudzo yekupedzisira yekudyara muna 2022. Tinotarisira maviri acho kuti aoneke mubhuku redu reodha muhafu yekutanga yegore. Gare gare, ini ndichataura pamusoro pezvingangoita madhora aya ega ega chirongwa chikuru cheLNG uye nei kutenda kwedu kwakura. Zvisinei, kuti ndikupe kukurumidza kukurumidza kwekukura kwekutengesa muna 2022 pane slide 13, mutsara wekutanga unoratidza shure kwemirairo yatinoronga iye zvino kutumira muna 2022. Pane zvimwe zvakasara kusvika 2023 pamwe nekukwanisa kusunungurwa muna 2022, asi izvi hazvina kuvharwa pano. Tichifunga aya mazinga ekufungidzira, mitsara yechipiri neyechitatu inoratidza akajairwa mabhuku uye ngarava dzinotarisirwa kutakura muna 2022.
Lines 4-6 mapurojekiti madiki eLNG ataitarisira kubhukidzwa asi anotarisirwa kupedzwa mukati memwedzi mitanhatu inotevera nekuda kwekuchinja kwenguva uye inoenderana inotarisirwa kuitika kwemari muna 2022. Row 7 inopa mari inogona kuwanikwa muna 2022 zvichibva pane mamwe mapurojekiti emvura akabhuka pakutanga kwegore. Chekupedzisira, mutsara wechisere ndiwo unotarisirwa gore rese kuita kweAdEdge uye LA Turbine kutora. Mari inoenderana isina kurongeka yakagadziridzwa pachikamu chimwe nechimwe inotarisirwa kuva pakati pemadhora mashanu neshanu nemazana mashanu nemakumi mashanu emadhora pazvikamu zvinokwana 35.5 miriyoni zvakayerwa zvakasara, zvichienderana nemutero unoshanda we19%. Zvekare, kusasanganisa chero yakakura LNG. Tichifunga nezve kuoneka kwedu kwazvino kwekunonoka, isu tinotarisira kuona kwakasimba kota uye pagore mutsara mutsara wekutengesa kukura tichienzanisa nehafu yechipiri yegore. Kufunga uku kunosanganisira kuti isu tinotarisira kuti hafu yekutanga ye2022 inosanganisira kuramba kupikisa matambudziko atinosangana nawo iye zvino uye zvishoma nezvishoma kugadzirisa nezviito zvakanaka zvakatorwa kusvika nhasi.
Zvino ngatidzokei kumashure titaure nezve kudiwa kuri kuramba kuchiitika. Saka nhoroondo yemaguta maviri chikamu chechipiri chezviri kuitika mubhizinesi. Izvi zvinogara zvichidiwa zvakanyanya zvinotsigira zvatinotenda muhurongwa hwedu uye mune ramangwana redu. Isu tinosiyaniswa nemaitiro edu emamolecular-neutral uye zvishandiso, uye isu tinotenda kuti shanduko yesimba ichave yakasanganiswa mhinduro, zvese zvatichabatsirika kubva mukudzoreredza kana kudzoreredzwa kweakajairwa mafuta uye gasi matura. Saka, pane slide 15, takaratidza maturu matatu atinofunga kuti achagadzirisa maitiro mumakore gumi anotevera, pamwe nemaitiro eruzhinji neakazvimirira ega ekushanda pane dzimwe sarudzo dzakasimba. IEA neRoadmap yayo kuenda kuZero Emissions inoratidza kuti zvipikirwa zvemamiriro ekunze zvanhasi zvichaderedza kuburitswa ne20% chete panosvika 2030, izvo zvinodiwa kuisa nyika munzira yeti-zero panosvika 2050.
Imwe nzira yekufunga nezvazvo ndeyekuti kana tikasatanga izvozvi, nyika haigone kutibata kuti tizadzise zvinangwa izvi, kunyangwe ukaita zvaunogona mumashure memakore gumi. Pamusoro pezvo, nyika makumi mapfumbamwe dzakazivisa zero zvinangwa, zvinomiririra 78% yeGDP yepasi rose. Ikozvino 82% yeGDP yepasi rose inofambiswa neCO2 uye nyika makumi matatu nembiri dzine mazano akatsigirwa nehurumende. Zvichienzaniswa negore rapfuura, kukura kwenhamba idzi kwakakosha zvikuru, izvo zvinoratidza kuti maonero epasi rose ari kuenda kubudiriro. Sezvo chiyero uye zvivakwa zvesimba rinodzokororwa zvichikura, isu tiri kuwedzera kutarisa kune pragmatism, tichiona kusimba uye kusingaperi kwesimba. Gasi rechisikigo rinoita basa guru mune izvi. Mutsara wechitatu wesiraidhi 16 wakakosha. Izvi zvinogutsa kudiwa kwekukurumidzira kwesimba pasina kukanganisa kana kukanganisa, uye mune dzimwe nguva, kwekutanga, inopa magetsi kune vagari venyika uye nzvimbo dzakadai seSouth Africa neIndia. Kudiwa kwesimba rinogara, rakasanganiswa nechishuwo chekuchenesa uye mamwe magadzirirwo ane hushamwari, achatibatsira.
Saka famba uchitsvedza 16 pane zvisiri zveorganic zviitiko zvatanga tichiita mumwedzi gumi nemiviri yadarika uye kutiisa sei zvakanaka nehuwandu hwedu huzere hwehutsanana maitiro nemidziyo ine hukama. Ini handisi kuzopedza nguva yakawandisa pane iyi siraidhi kunze kwekutaura kuti hukama hwedu pakati pekuchenesa, magetsi akachena, mvura yakachena, chikafu chakachena uye indasitiri yakachena zvakasimbiswa uye hazvidi imwe inorganic chiitiko. Vatengi vedu vanogona kusarudza kubva kune yedu yakakura maitiro uye zvishandiso, zvakare zvisinei nemorekuru kana tekinoroji. Nokudaro, vanogona kusarudza mhinduro yakakwana kana chikamu kubva kune zvigadzirwa zvedu. Parizvino takamisikidzwa zvakanaka nekuda kweshanduko iyi nekuda kwekukura kwegore rapfuura kusiri-organic kwakapedzwa nekukosheswa kwatinotenda kuti kune musoro. Kuve nemhinduro-yekupedzisira kwave kutanga kubatsira, uye isu tinotarisira kuti irambe ichikura bhizimusi redu repamusoro-soro rechigadzirwa. Pamusoro pezvo, zviitiko zvekubatanidza mubhizinesi redu risiri-organic zviri pahurongwa uye isu tinotarisira kuti mari yekutengeserana uye yekubatanidza ichadzikira muna 2022.
Zviwanikwa zvatakaita mugore rapfuura zvinoratidzwa pachisiraidhi 17. Zviri kutibatsira zvakanyanya kumusana wedu uye zvichatanga kuyerera nemuP&L zvine musoro muna 2022. Zviwanikwa zvina zvakapedzwa pakati paGumiguru wa2020 naChikumi wa2021, zvine mutengo wekutenga wakakwana wemadhora 115 miriyoni uye chibvumirano chavo chemadhora miriyoni mana neruremekedzo. mazuva ekuvhara. Zviwanikwa zvatakaita mugore rapfuura zvinoratidzwa pachisiraidhi 17. Zviri kutibatsira zvakanyanya kumusana wedu uye zvichatanga kuyerera nemuP&L zvine musoro muna 2022. Zviwanikwa zvina zvakapedzwa pakati paGumiguru wa2020 naChikumi wa2021, zvine mutengo wekutenga wakakwana wemadhora 115 miriyoni uye chibvumirano chavo chemadhora miriyoni mana neruremekedzo. mazuva ekuvhara.Kutenga kwatakaita mugore rapfuura kunoratidzwa pachisiraidhi 17. Vanobatsira zvikuru kubhuku redu reodha uye zvichatanga kuonekwa mupurofiti kana kurasikirwa zvine mutsindo muna 2022. Zvitoro zvina zvakapedzwa pakati paGumiguru 2020 naChikumi 2021 zvine mutengo wekutenga wakabatanidzwa wemadhora miriyoni gumi neshanu mumaodha emadhora 17 miriyoni yese uye vakagamuchira chibvumirano chavo chemadhora gumi nemashanu.Zviwanikwa zvatakapedza mugore rapfuura zvinoratidzwa pachisiraidhi 17. Zvinowedzera bhuku redu reodha zvakanyanya uye zvichatanga kufamba zvakanyanya mupurofiti uye kurasikirwa muna 2022. Zvitengwa zvina zvakapedzwa pakati paGumiguru 2020 naChikumi 2021 nemutengo wakakwana wekutenga wemakambani mana emadhora zana nemakumi mashanu, uye mari inodarika madhora 175 miriyoni yakaiswa mumaodha. Zvakare, mukona rezasi rekuruboshwe resiraidhi, unogona kuona kumwe kuwirirana kweiyi misanganiswa. Ndinoda kuratidza kuti kusanganiswa kweBlueInGreen, AdEdge neChati neChartWater vakawana rubatsiro rwakawanda kare uye sezvandambotaura, ichi ndicho chikamu chedu chekukura chisingakosheswi mumakore achangopfuura uye kurapwa kwemvura ndiko kumberi. Semuyenzaniso, AdEdge yakatumira mwedzi wayo wepamusoro wa2021 munaGunyana, mwedzi wedu wekutanga kuva muridzi. Kubva patakatora BlueInGreen munaNovember wapfuura, As-a-Service zvinopihwa zvekurapa mvura uye maindasitiri ekushandisa zvakakura ne62%.
Slide 18 inoratidza chiitiko chedu chehydrogen, icho chakaramba chichipfuura tarisiro yedu yenhamba dzeodha dzinoenderana kunyangwe pasina maodha emidziyo yekunyungudutsa mukati mekota. Gore rino, takagamuchira mari inosvika mazana maviri emamiriyoni emadhora mumaodha ane chekuita nehydrogen mumwedzi mipfumbamwe. Isu takarekodha kutengesa kwehydrogen, purofiti uye mari yekushandisa muchikamu chechitatu, pamwe nekutangwa kweyedu yekutengesa paboard yemvura tank uye kutangwa kweyedu 1000 bar psi liquid hydrogen pombi. inch iyi kota yakatipa chivimbo uye inogona kutibvumira kuwedzera yedu yenguva pfupi yakanangwa musika wehydrogen mumwedzi iri kuuya / kota. Iyi idiki asi ruzivo rwakakosha sezvo runoratidza chiyero chekunamatira kana ichienzaniswa nemwedzi gumi nemaviri yapfuura. Rimwe remabara riri pachisiraidhi rave kuendeswa nekuti isu tave nenzira yakasarudzika yekushandisa hydrogen kune zvakanakira isu uye kwete kuvimba zvachose nehydrogen nekuti hydrogen ndiyo chete inokunda mukushandurwa kune simba.
Izvi zvinosimbiswawo nekupa kwedu kwazvino kwezvikumbiro zvinogoneka zvekugadzirwa kweiyo hydrogen kugadzira zvidyarwa zvinokwana bhiriyoni imwe yemadhora kune vanopfuura 325 vatengi uye vangangove vatengi, ine inotarisirwa sarudzo poindi yemapaipi anodarika 500 miriyoni pakupera kwekota yechitatu ye2022. . Iyo pombi inosanganisira zvinopihwa zvinopfuura zana negumi neshanu, zviteshi zvekuzadza makumi matatu uye akawanda esarudzo dzemakasitoma kune vatengi pasi rese kusanganisira Europe, North America, South Korea neAustralia, kusanganisira matanhatu atinotarisira kuti anogona kuwanikwa mumwedzi mitanhatu inotevera. Muchikamu chechitatu chegore ra2021, takaisawo $9.7 miriyoni odha yematangi ekuchengetera hydrogen muChina. USA, uye takatanga chikamu chechina nekuraira kwekugadzirwa kwe30 t/d hydrogen liquefaction equipment muU.SA uye yakavanzika chirongwa odha muSouth Korea. kuti mumwedzi mishoma yadarika, kugovera kwedu kwenzvimbo kwemabasa ekutenga hydrogen kwave kupararira, izvo zvisingangobatsiri kusimudzira bhizinesi redu. Ichowo chiratidzo chakanaka chekugamuchirwa kwepasi rose kwehydrogen.
Panyaya yehidrogen trailer, tine anopfuura makumi matanhatu ekare-kare mumwedzi gumi nemiviri yapfuura uye takatumira 7 munaGunyana, iyo inova muenzaniso wekuwedzera kwedu kugona pamwero we52 matrailer pagore, uye isu ticharamba tichishanda nesimba. muna 2022. Kupeta simba iri gore negore. Vanowedzera vatengi vedu vari kutarisa mumvura yehydrogen semhinduro yekutakura mitoro inorema, kubva kumarori kuenda kuzvitima nendege. Mumwe muenzaniso ndeye STOKE Space Technologies, takatenga yavo hydrogen mukati mekota. Mumwe muenzaniso kubatana kwedu neHyzon Motors kugadzira rori rinorema 1,000 mamaira 8 tichishandisa ichangobva kuunzwa mvura yehydrogen pamatangi. Slide 19 inoratidza chiitiko chekutora kabhoni mukota yechitatu, iyo yandinofunga kuti ndiyo inokonzeresa kuwedzera kunotarisirwa muCCUS basa rekutengesa munguva pfupi iri kutevera. Ndakataura gore rakapera kuti ndaifunga kuti kabhoni kubatwa kwaiva kwegore shure kwehydrogen maererano nekutengeserana kwebasa, asi kupiwa kuchinja kwakasiyana-siyana mumusika, zvakazoitika kuti carbon capture yaiva mwedzi 18 shure kwehydrogen.
Asi zviitiko zvekota ino, zvinosanganisira kudyidzana kwedu neTECO 2030, Ionada neFLSmidth, zvakanganisa misika mikuru uko kubatwa kwekabhoni kuchave chikamu chakakosha chekuedza kwayo kwe decarbonization, kusanganisira kutumira, simende, maindasitiri uye simba. Isu zvakare nguva pfupi yadarika takagamuchira rubatsiro rwemamiriyoni mashanu emadhora kubva kuDhipatimendi reMagetsi reUS yeSES yakaderera tembiricha kabhoni yekutora tekinoroji kugadzira, kuvaka, komisheni uye kushandisa maitiro edu kuCentral Plains Cement Company, inotsigirwa zvizere neEagle Materials, uye kuti simende yavo chirimwa muMissouri. Iyi purojekiti ichawedzera hurongwa hwedu hweCCC kusvika pakukwanisa matani makumi matatu pazuva uye zvakare kuratidza kuti sisitimu inotora pamusoro pe95% CO2 kubva kune iri kuuya flue gasi rukova uye inogadzira mvura CO2 rwizi ine kuchena kweinopfuura 95%. Isu tinotarisira kuti kuchena kunenge kuri pamusoro pe99%. Chakakoshawo mukati mekota ndechekuti takatambira tekinoroji yezvigadzirwa zvedu zvekutora kabhoni kubva kukambani inotengeswa pachena maindasitiri inogadzira zvinhu zveindasitiri inorema yekuvaka, pamwe neCCUS tekinoroji kurongeka neKAUST kuMiddle East.
Mirairo miviri yeinjiniya inotarisirwa kushandurwa kuita maodha akazara eprojekiti yeCCS mukati memwedzi gumi nemiviri inotevera. Chekupedzisira, tekinoroji yedu yeSES kabhoni yekutora kabhoni yakaonekwa seyakanyanya kukwikwidza kabhoni yekutora mhinduro neMIT neExxonMobil vaongorori uye vakawana mutengo wekugadzira simende uye CO2 kubatwa tichishandisa CCC tekinoroji yedu kuve 24% yakakwirira kupfuura kugadzira simende isina CO2 kubatwa uye mamwe kabhoni kubata matekinoroji. . mari yekugadzira simende uye CO2 kubatwa kwakakwira 38-134% kupfuura yekugadzira simende pasina CO2 kubatwa. Nokudaro, mhedziso yekupedzisira yehurukuro iyi ndeyokuti pasina kubatwa kwekabhoni uye kuchengetedza, zvinangwa zvekuderedza kabhoni ne2030 hazvigoni kuzadzikiswa. Saka gara wakatarisa kuti uwedzere kukura mumusika uyu.Musoro wakakosha, takaukurukura muchidimbu parunhare rweQ2 P&L, asi ini ndichapedza nguva yakawanda pane zvakatemwa zveLNG nekuda kwetarisiro yataive nayo mumavhiki mashoma apfuura nezvechiziviso chikuru chiri kuuya cheLNG.Zvekare, sezvauri kuona pane slide 20, yedu yekutengesa portfolio yeangangoita LNG mapurojekiti ari kukura zvakare.
Sechiyeuchidzo, tinopatsanura bhizinesi reLNG muzvikamu zvitatu. Chekutanga, zvivakwa, zvinosanganisira marori, magasi, zvifambiso, ISO midziyo, njanji LNG. Chechipiri mapurojekiti madiki-diki uye emunharaunda. Yechitatu ihombe LNG, yatisingasanganisire mukufungidzira kana fungidziro, asi isu tine maodha angangoita bhiriyoni imwe yemadhora gore rinouya sezvo sarudzo dzekupedzisira dzekudyara dzichiitwa pamapurojekiti aya. Nekuda kweizvozvo, LNG yakamira zvakanaka mumusika kubva pazvibvumirano zvenguva pfupi kuenda kumhanyisa-kutevera zvibvumirano zvekupa kwenguva refu sezvo chiyero chekupa uye kudiwa kuchisimba. Kunyanya, tinoona izvi mumapurojekiti ekutumira kunze zviteshi pamhenderekedzo yeUS Gulf yeMexico. Isu tinotarisira matatu makuru makuru eLNG ekunze ekunze kuUS Gulf Coast kuti abatane neFID muna 2022. Sezvandakataura, maviri emapurojekiti matatu aya anotarisirwa kugamuchira mirairo kwatiri muhafu yekutanga yegore rino. Hapana rimwe remapurojekiti aya rave kubhukwa zvakare uye hapana kana chimwe chazvo chinosanganisirwa mukufanotaura kwedu kwa2022. Isu tinotarisira nehanya kuti Venture Global Plaquemines Phase 1 (10Mtpa) ichinje kuenda kuFID muhafu yekutanga yegore, uye cherechedza zvandakataura nekuchengetedza.
Isu tinotarisirawo kuti chirongwa ichi chive nepamusoro pemadhora zana nemakumi matatu nemashanu emamiriyoni mumifananidzo. Muchikamu chechitatu, VG nePolish Oiri neGasi Co dzakapinda muchibvumirano icho PGNiG ichatenga mamwe mamirioni maviri ematani kubva kuVenture Global mumakore makumi maviri. Tine huwandu hwegore hwekugadzira hwematani miriyoni gumi nerimwe, tinotarisira kuti chikamu chekutanga cheTellurian Driftwood chirongwa chinosanganisira mari inodarika mazana matatu emamiriyoni emadhora muchati. Vakasaina chibvumirano chekutengesa nekutenga neShell muchikamu chechitatu, izvo zvakaguma nekupedzwa kwekutengesa kweLNG yemiti miviri yekutanga, uye inotarisira kutanga kuvaka mukutanga kwe 2022. Tinotarisira kuti Cheniere Corpus Christi Phase III chirongwa chinosanganisira mari inodarika mamiriyoni e375 mumarongwa akaziviswa svondo rapfuura uye ENN LNG yakabvuma kutenga inenge 900,000 yematani eLNG pagore. Izvi zvinoratidza chimwe chiitiko chakakosha muchibvumirano chedu chenguva refu cheLNG yedu mukutarisira FID Phase 3 muCorpus Christi gore rinouya, Schenier akadaro. Rudzi rwechipiri rweLNG ruri padiki.
Tine maLOI maviri emapurojekiti asati adhindwa, uye ndiko kuwanda kwekufunga kwedu kwe2022 sezvawakaona pakufamba. Aya madhizaini anoshanda kumapurojekiti ekushandisa chiyero muEagle Jacksonville, Florida neNew England. Chirongwa cheNew England chakamirira kubvumidzwa nekanzuru yeguta. Hazvitendeseki pachezvazvo kuti bhodhi rave richiisa izvi pahurongwa hwemisangano kwemwedzi mishoma yapfuura, asi havana nguva yemisangano iyi. Asi isu tinovimba ichabvumidzwa pamusangano webhodhi wanhasi, uye isu tinotarisira chiziviso munguva pfupi inotevera. Chekupedzisira, muchikamu chezvivakwa, isu tinoenderera mberi nekuona rekodhi kukura muLNG matangi marori, ISO midziyo uye zvimwe zvine chekuita nazvo. Pakupera kwaGunyana, takagamuchira $19 miriyoni yekutenga LNG odha yemota dzakateta dzakatevedzana, yedu yechipiri yekutenga odha mumakore mazhinji. LNG tanker maodha emota dzakaramba dzakasimba muchikamu chechitatu cha2021, ichipfuura madhora makumi matatu nematatu emamiriyoni, zvichiita kuti 2021 gore-kusvika-zvino maodha inosvika mazana mashanu emamiriyoni emadhora kupfuura chero gore rakazara munhoroondo yedu, kusanganisira maodha matsva evatengi muPoland neIndia. , Inoratidza kugamuchirwa kukuru kweLNG sehuni panguva yekuchinja kwesimba.
Chekupedzisira, sechikamu chehurongwa hwekushandura ngarava mbiri dzeUS kuenda kuLNG gas propulsion munzvimbo dziri kuuya, takagamuchira chidzidzo cheinjiniya kune varidzi vengarava dzeUS.
Kubva munaGunyana 30, 2021, huwandu hwedu hwese hwaive 2.99. Sezvinoratidzwa kuruboshwe rwesiraidhi 22, takavhara refinance muna Gumiguru 18, 2021, izvo zvakavandudza mazwi, kuwedzera huwandu, kuwedzera kukura kwezviridzwa zvedu, uye kudzikisa mitengo. Iyi bhiriyoni yemadhora inosimudzira revolver yakawedzera huwandu hwedu hwekukwereta kubva pamadhora mazana masere nematatu emamiriyoni kusvika pamadhora mazana mana nemakumi matatu nekubvisa huwandu hwemadhora ekukwereta hwemakumi mashanu emapoinzi, kuchengetedza madhora mazana maviri nemazana matatu emadhora pagore pamatanho azvino ekukwereta, uye nekubvisa mutemo wekuunganidza mari muzvirango zvine chekuita neCOVID. . Kekutanga munhoroondo yedu, tiri kutevedzera uye tinosanganisira chigadzirwa chekusimudzira muchikwereti chedu, nekumwe kudzikiswa kwemutengo kune chekuita nekudzikiswa kwedu kwekubuda kwegasi regreenhouse mumakore mashanu anotevera. Zvinangwa zvinoenderana zvakananga. Chikumbiro ichi chakanangana nezana nemakumi mashanu muzana eboka redu remabhanga riripo rakanangana nezana remadhora bhiriyoni.
Chekupedzisira, unogona kuona kumwe kucherechedzwa kwezviito zvedu zveESG pachisiraidhi 23, kusanganisira kuziva Gastech seEmissions Reduction Champion of the Year kota ino, uye kuva wekupedzisira muchikamu cheGastech Awards kumasangano anomirira kusiyana nekubatanidzwa. Zvakare mwedzi wapera, isu takanzi takahwina muS&P Global Platts Energy mibairo yemutoro wekudyidzana munharaunda. Zvakare mwedzi wapera, isu takanzi takahwina muS&P Global Platts Energy mibairo yemutoro wekudyidzana munharaunda. Также в прошлом месяце мы стали финалистами премии S&P Global Platts Energy за корпоративную социальную ответственность. Zvakare mwedzi wapera, takanga tave vakwidziri veS&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. Также в прошлом месяце мы вошли в шорт-лист премии S&P Global Platts Energy за корпоративную социальную ответственность. Zvakare mwedzi wapera, takanyoreswa kune iyo S&P Global Platts Energy Corporate Social Responsibility Award.Ini naJill tose tinoda kutora chinguva munharaunda ino yakaoma yekutenda nhengo dzechikwata chedu nekugara dzakatarisisa, nekukurumidza kuita akasiyana siyana ekudzoreredza mutengo, uye kuenderera mberi nekugadzira yakawanda uye yakasarudzika portfolio yedu yakasarudzika mhinduro uye zvido uye mamorekuru zvinodiwa. - agnostic zvigadzirwa.
[Operator Mirayiridzo] Mubvunzo wedu wekutanga unobva kuna Ben Nolan weStifel. Mutsetse wako wavhurwa.
Kurumidza batanidza maviri pano. Wochishandura. Kutanga, inofanira kunge ichikurumidza. MuChikamu 3 Corpus Christi, iyo nhamba yakakura kupfuura kare maererano nezvako? Zvinoita kunge zvakadaro. Kungoda kuziva kana paine zvimwe zvekuwedzera zvinogona kutengeswa. Nekudaro, mumwe mubvunzo waive wemusoro uye zviri pachena kuti yaive kota yakaoma. Pane zvinhu zvawanga usingatarisire, uye hapana ainyatsotarisira kuti zvingaite pano. Asi nekupihwa yako 2022 [tekinoroji nyaya], ndiri kungoyedza kufunga kuti chii chirimo chekufambisa. Uye - iwe unofungei, hongu - kana chimwe chinhu chikaitika, chisingaendi sezvakarongwa, kana nzvimbo yakakwana mudunhu rako yakaverengerwa?
Zvakanaka, waita hako Ben. Saka regai ndipe mhinduro yekutanga kuchikamu chechitatu cheCorpus Christi. Nhamba iyi yakakura kudarika kare. Ndinodawo kutaura kuti ino ndiyo nguva yokutanga izvi zvichiitika, izvo zvinowedzera kuvimba kwangu kuti vese vanoita basa remapurojekiti matatu andakatsanangura muBig LNG vanogutsikana kuti tiri kusunungura huwandu hwehuwandu hwatinotarisira muhurumende. . Saka zvakanaka. Uye zvino, kuti upindure mubvunzo wako zvakananga, pane zvimwe, nguva dzose nenzira iyo mapurojekiti aya anoshanda, basa rinoramba riri kumashure pakati peEPC, mufambisi uye Girafu, kumativi echimiro, zvingaratidzika sei, zvikamu zvipi zvinopindirana. .
Saka pane shanduko yakabatana muchiyero iyo yatibatsira zvikuru, uye zvirevo zvemitengo uye kudzoreredza zviri nyore kupihwa shanduko yakakura. Saka aya maviri ndiwo ari kumhanyisa kuwedzera kwezviri mukati meichi chirongwa. Uye ipapo, pamubvunzo wa2022, pazasi pegwaro rakavakirwa pane wiggle kamuri yaunotsanangura. Isu tinotenda kuti kutengesa kunowedzera zvakaenzana kugoverwa mukati megore. Uye iwe uchiri kudhonza matinji mukota yekutanga uye kuita nani mukota yechipiri. Isu tine nzwisiso yakanaka yemakwara aya - lag yatiri kurasikirwa. Isu takagadzira kakamuri kadiki kumucheto kwehafu yekutanga mupfungwa dzedu apo isu tinopedza chiyero nechivimbo. Zvekare, isu hatipe kurudziro kota, saka kana paine akandibvunza nezvazvo.
Asi isu tinofunga nezvazvo neiyi nzira: kana isu tikatarisa kune iwo madhata ekumashure kwedu muhafu yekutanga ya2022, chikamu chikuru che backlog yedu zvigadzirwa zvakakosha uye matangi efiriza mhinduro. Munzvimbo yakatsaurirwa, tinoona kuchinjika kwakawanda maererano neanoenderana mazinga emargin. Uye zvino, sekutaura kwaBrinkman, zvimwe zvikamu uye zvikamu zvehunyanzvi hwedu zvakakurumidza mukubhukidza nekutumira uye zvichienderana nemitengo/kukosha. Uye zvino, pane sarudzo yefriji yefriji, mumashure muhafu yekutanga, tinewo chikamu chikuru muEMEA, uko kune nzira yakaoma yekupfuura mutengo uyu. Saka izvo zvinhu zviviri zvinotipa zano rakanaka rehafu yekutanga. Asi ini ndinofunga kugovera kwacho kwakatonyanya gore rino kupfuura muna 2021, nemarangi achivandudza kubva kuQ4 kuenda kuQ1, Q1 kuenda kuQ2 uye pazasi peiyo renji.