Yakavambwa muna 1993 nehama Tom naDavid Gardner, The Motley Fool inobatsira mamiriyoni evanhu kuwana rusununguko rwemari kuburikidza newebhusaiti yedu, mapodcasts, mabhuku, makoramu emapepanhau, zvirongwa zveredhiyo uye masevhisi ekudyara mari epamusoro.
Yakavambwa muna 1993 nehama Tom naDavid Gardner, The Motley Fool inobatsira mamiriyoni evanhu kuwana rusununguko rwemari kuburikidza newebhusaiti yedu, mapodcasts, mabhuku, makoramu emapepanhau, zvirongwa zveredhiyo uye masevhisi ekudyara mari epamusoro.
Uri kuverenga chinyorwa chemahara chine mafungiro akasiyana neaMotley Fool premium investment service. Iva nhengo yeMotley Fool nhasi uye uwane mukana wekusvika ipapo ipapo kune mazano epamusoro evaongorori, tsvakiridzo yakadzama, zviwanikwa zvekudyara nezvimwe. Dzidza Zvakawanda
Mangwanani uye tinokugamuchirai kumusangano weChart Industries, Inc. zvichienderana nezvakabuda muchikamu chechitatu chegore ra2021. [Mashoko kuVashandi] Chiziviso chekambani pamwe nekujekeswa kwakawedzerwa kwaburitswa mangwanani ano. Kana musina kugamuchira chiziviso ichi, munogona kuchiwana nekushanyira webhusaiti yeChart pa www.chartindustries.com. Kudzokororwa kwekufona kwanhasi kuchawanikwa mushure mekufona kusvika China, Gumiguru 28, 2021.
Ruzivo nezvekudzokorora kwenyaya iyi rwuri mumashoko enhau ekambani. Tisati tatanga, kambani iyi inoda kukuyeuchidzai kuti zvirevo zvisina nhoroondo zvakataurwa pamusangano uyu ndezvezvichaitika mune ramangwana. Ndapota tarisai ruzivo rwune chekuita nezvirevo zvezvichaitika mune ramangwana uye zvinhu zvine njodzi zviri mugwaro remari yekambani uye magwaro achangobva kuendeswa kuSecurities and Exchange Commission. Kambani haina chisungo chekuvandudza pachena kana kugadzirisa chero zvirevo zvezvichaitika mune ramangwana.
Maita basa Gigi. Mangwanani mose, uye tinokutendai nekubatana nesu nhasi pakufona kwedu kwekota yechitatu 2021 uye nekuvandudza maonero edu egore ra2022. Joe Brinkman, nyanzvi yeChart Industrial Gases uye iye zvino mukuru wezvemari, achakupai mhinduro dzekota gare gare pakufona. Hurukuro yanhasi yakafanana neyamakanzwa kubva kune mamwe makambani, ndine chokwadi. Chekutanga, matambudziko makuru enguva pfupi atakasangana nawo mukota yechitatu, kukanganisa kwawo mukota yedu, uye matanho atakaita uye atiri kuramba tichitora kuti tigadzirise dutu uye tiwane mari yakasimba, sezvataitarisira, makore ari mberi. Chechipiri, tiri kuona basa rakasimba richienderera mberi pamitengo yakasiyana-siyana uye zviratidzo zvese zvinoratidza kudiwa kuri kuramba kuripo kwezvinhu zvedu.
Saka, kutanga neslide yechina yedheki rekuwedzera rakaburitswa nhasi. Bhuku redu reodha remadhora mazana matatu nemakumi mashanu emamiriyoni mukota yechitatu ya2021 rinoratidza kukura kuri kuramba kuchienderera mberi mukudiwa mubhizinesi rese, kupfuura zvataitarisira pakutanga kwekota tichifunga kuti hatina kutarisira kana kugamuchira maodha makuru edoro mukota yechitatu, zvatinotarisira ndezvemamiriyoni mazana matatu emadhora. Maodha mukota ino aive akakwira ne33% kupfuura mukota yechitatu ya2020, zvichiita kuti bhuku redu reodha YTD riwedzere ne53% kupfuura mumwedzi mipfumbamwe yekutanga ya2020. Pamusoro pezvo, maodha ezvigadzirwa zvehunyanzvi akawedzera neanopfuura 100% mukota ino zvichienzaniswa nekota yechitatu ya2020 uye anopfuura 150% gore kusvika pari zvino. Cryo Tank Solutions yakaratidzawo kukura kunoshamisa munguva idzi, yakakwira ne35% mukota uye 53% mumwedzi mipfumbamwe.
Maodha mukota yechitatu akabatsira mukota yedu yechina yakatevedzana yekusaririra, ikozvino iri pamusoro pemadhora mabhiriyoni 1.1, zvichisimbisa chivimbo chedu mumaonero edu egore ra2022 uye ikozvino tichiona huwandu hwemabasa ekuodha hwakakwirira mukufamba kwakagadzikana kwekota. Tichinongedzera kuruboshwe rwechitsiko chechina, izvi zvinoratidza zvatinoona sedanho idzva remazuva ese remaodha ekota yatinotarisira. COVID isati yasvika uye nguva yesimba rakachena isati yasvika, kana pakati pa2016 na2019, avhareji yemadhora mamiriyoni 238 ekusaririra kwekota yechitatu ikozvino inodarika mamiriyoni mazana matatu emadhora pakota yechitatu. Pane zvimwe zvinhu zvishoma zvekutarisa muodha yedu tichibata kota ino. Takaisa maodha makumi matanhatu anokosha anopfuura mamiriyoni rimwe emadhora mukota yechitatu uye 152 gore rino. Kota yechitatu yaive kota yechipiri yakatevedzana kwatiri nemaodha makumi matanhatu anokosha anopfuura mamiriyoni rimwe emadhora. Takagamuchirawo maodha matsva makumi maviri uye maodha makumi matanhatu nemashanu kubva kuvatengi vatsva.
Kubva pakutanga kwegore kusvika muchikamu chechitatu cha2021, maodha edu ese ezvigadzirwa zvemhando yepamusoro akadarika mazinga avo eodha anoenderana neawo egore rose ra2020. Nemamwe mashoko, mumwedzi mipfumbamwe yekutanga yegore, huwandu hwemaodha ezvigadzirwa zvemhando yepamusoro muzvikamu izvi zvese hwakapfuura nhamba yemwedzi gumi nemiviri yakazara ya2020. Maodha ezvinwiwa muchikamu chechitatu akakwira ne68% zvichienzaniswa nechikamu chechitatu cha2020, zvichikonzerwa nekubhuka nekukurumidza uye kutumirwa, uye tichifunga nezvemazinga emitengo yezvinhu zviripo parizvino. Nekuda kweizvozvo, chikamu chebhizinesi hachina kuona kudzikira kwepurofiti nekuda kwekuwedzera kwemitengo yezvinhu. Tiri kutanga kuona kupora, kunyangwe kunonoka kupfuura zvataitarisira, mumisika yechinyakare yemafuta negasi, kusanganisira kutsvaga nekushandisa gasi rechisikigo, nemagetsi anotonhorera anodziya aine huwandu hwemaodha akakwira mumwedzi miviri ya2020-2021, ndine urombo. Muna Nyamavhuvhu naGunyana, chikamu chechitatu cha2021 chaive chikamu chekota chine maodha akawanda emagetsi anotonhorera anodziya.
Mumwe muenzaniso apo zvigadzirwa zvedu hazvina kubatana padanho remamorekuru. Saka, chero bedzi shanduko yesimba ichienderera mberi, tichabatsirwa nekudzoserwa kwemafuta. Saka ikozvino ngatitarisei zvakadzama nezvemutoro wemutengo uye matanho akatorwa ekugadzirisa kudzoreredzwa kwaitarisirwa pamitengo iyi yakakwira kupfuura yaitarisirwa mumasiraidhi 5 ne6. Kunyangwe tichitarisira kuti kota yechitatu ya2021 ive yakaderera zvikuru yekukanganisa kwakashata pamari nekuda kwematambudziko aya emutengo, sezvo mamwe ematambudziko aya agadziriswa - aderedzwa zvizere, mamwe achiripo uye acharerutswa sezvo matanho ekubhadhara achitorwa. tinotarisira kuti mari ichawedzera muzvikamu zvinotevera, asi tiri kugadzirisawo gwara redu rekota inotevera, kusanganisira shanduko munguva yekutengesa uye kumanikidzwa kwemitengo. Takambotaura kuti tinotarisira kuti kota yechitatu ya2021 ichatarisa kana mitengo yezvinhu nekuwanikwa kuri kuwedzera kana kuipa uye yobva yapindura nekukurumidza. Zvinhu zvakatowedzera kuipa kota ino.
Pasinei nekukura kwakasimba kweodha uye kusashanda zvakanaka, matambudziko ekufambisa zvinhu nevashandi muchikamu chekutengesa zvinhu zvakakanganisa mhedzisiro yedu. Takakurumidza kupindura nekukwira kwemitengo, kuwedzera kwemitengo uye kudzikira kwemari yekushandisa, asi hapana chimwe chezviito zvedu mukati mekota chakakanganisa pakarepo mari inowanikwa mukota. Pari zvino tiri kufanotaura basa riri kuenderera mberi nenguva dzekukwira kwemitengo uye kushanda zvakanaka kwevashandi nekushanda zvichikonzera kudzokera kumargins akajairwa, danho rekutanga redanho rinotanga mukota yechina uye rinoenderera mberi kusvika mukota yechipiri ya2022, iyo inosanganisirwa mukufungidzira kwedu kwegore ra2022. Ngatidzokerei shure tonzwisisa matambudziko uye zvatinoita nezvazvo. Slide 5, mutsetse wekutanga unoratidza kuti mitengo yezvinhu yakaramba ichikwira nekukurumidza mukota yechitatu ya2021, nekushandiswa kwesimbi isina ngura, aruminiyamu nekabhoni kuchikwira ne12%, 18% uye 24% zvichiteerana kubva muna Chikumi 30 kusvika Gunyana 30. Kubva muna Chikunguru 1, takaita kuwedzera kukuru kwemitengo.
Hatina kuona shanduko huru mukota yechitatu tichifunga nezvekunonoka kwedu uye kuwedzera kwemitengo yekota. Pamusoro pezvo, takatanga kuwedzera muripo kune ese maodha matsva kutanga pakati pekota yechitatu ya2021 uye takakwidza mitengo zvakare muna Gumiguru 2021. Basa redu rekugadzira rinokutendera kuti uise mitengo iripo yezvinhu panguva yekushanda kweapplication. Nokudaro, zvese izvi zvakagadziridzwawo. Mutsetse wechipiri unoratidza kukanganiswa kwecheni yekugovera, kungave kuzara kwechiteshi, vatyairi, marori, makontena, kuwanikwa kwezvinhu. Zviri pachena kuti hapana chimwe cheizvi chine chekuita nechati uye timu yedu iri kushanda kuderedza mutsauko wenguva yekutengesa nekuda kwekukanganiswa kwecheni yekugovera. Zvisinei, izvi zvinosimudzira kurwira kwedu kuchengetedza stock, izvo zvinokanganisa kufamba kwemari mahara munguva pfupi. Tichitaura nezvekuwanikwa kwemutyairi nemarori, mutsetse wechitatu unoratidza dambudziko risingawanzotaurwa nezvaro, asi rinoparadza zvikuru, risingatarisirwi ratakasangana naro pakati paNyamavhuvhu 11 naGumiguru 7.
Vatengesi vedu vegasi remaindasitiri vakaisa chiitiko chekusashanda zvakanaka panitrogen neargon zvinopihwa nevatengi vegasi remaindasitiri, kusanganisira isu, nekuda kwekukwira kwekuda kweokisijeni nekuda kweCOVID-19, kunyanya muUnited States. Kunyange zvazvo tine ropafadzo yekushandisa imwe yemarori edu e cryogenic mungarava dzedu dzatakarenda uye kuhaya mutyairi ane certification kuti atumire gasi rechisikigo kuburikidza ne network yedu yekuparadzira kuti tirambe tichigadzira, kukundikana uku kwakawedzera mari yekushanda kwedu uye kusashanda zvakanaka. Kune rumwe rutivi, chiitiko ichi chekusashanda zvakanaka chakamiswa musi wa7 Gumiguru uye kugoverwa kwacho kwadzokera kune zvakajairika. Enda kune slide yechitanhatu, mutsetse wechina. Tiri kutarisana nematambudziko ekuwanikwa kwevashandi uye mitengo, kusanganisira kukanganisa kweCOVID-19 pavashandi.
Tinotenda kuti takatora matanho akakwana ekuona kuti hatina kukanganiswa nematambudziko evashandi mukota yechina, kunze kwekuwedzerwa zvakananga kwemihoro yeawa, iyo isiri yenguva pfupi uye yakashandiswa mukota yechitatu mukupindura kuchengetwa nekutorwa kwevashandi vakawanda vekugadzira. Munguva yekota, takatora vanhu 372, uye vanopfuura 98% vachiri nesu. Kunyange zvazvo tichiri kuramba tichiwedzera mihoro, takashandisawo zvinokurudzira kunyoresa mukota, izvo zvakakanganisa mari asi hazvina kuiswa mumihoro yekutanga. Nyaya yechipiri yevashandi yakavandudzika zvakanyanya muna Gumiguru kuwedzera kutsva kweCOVID-19 munzvimbo dzedu dzekugadzira muUS. Kubva Nyamavhuvhu 1 kusvika Gunyana 30, avhareji ye3.7% yevashandi vekugadzira munzvimbo dzedu dzekugadzira muUS vakange vasipo kwevhiki nekuda kweCOVID-19.
Kubva muna Gumiguru, tave nevashandi vashoma kwazvo vezvitoro izvi. Izvi zvakaita kuti pave nekusashanda zvakanaka, kuchinja nguva, uye mamwe mabasa sezvo basa redu rakaita nzvimbo dzakasiyana dzechitoro. Munguva yekotara, nzvimbo mbiri dzekugadzira dzakavharirwa kwenguva pfupi nekuda kweDutu reIda, zvikaita kuti maawa ebhizinesi arasikirwe. Izvi zvinokanganisa kwenguva pfupi pasina kukuvara kana kukuvara kwechigarire kana mhedzisiro. Chekupedzisira, tinotarisira uye tinoronga kuramba tichisimbisa matanho emutemo weChina wekusimbisa simba mumahofisi edu muChina. Pazvinenge zvichidikanwa, takagadzira nzira dzakasiyana-siyana dzekuderedza njodzi. Asi panguva ino, magetsi evhiki nevhiki ebhizinesi redu reChina achava mashanu, maviri kana mana, matatu, uye kana mamiriro ezvinhu aripo akaramba asina kuchinja mukati mekotara, tichasvika pakati pekotara yedu yechina pasina mamwe miganhu. Kufungidzira kweChina.
Isu — tagara tichipindura kuchinja kwemitengo yezvinhu nezvimwe zvinochinja nekuwedzera kwemitengo uye mari yekuwedzera. Unogona kuona muslide 7 kuwedzera kwemitengo yezvinhu muhafu yepamusoro yeslide. Kubva pakutanga kwegore, mapoka edu matatu makuru ezvigadzirwa: simbi isingatsvedzeri, aruminiyamu uye simbi yekabhoni akawedzera ne33%, 40% uye 65% zvichiteerana. Mumazuva makumi maviri ekutanga aGumiguru, takaona mitengo yekabhoni nesimbi isingatsvedzeri ichigadzikana, asi tichifunga nezvemamiriro emagnesium, mitengo yearuminiyamu yakaramba ichikwira uye kuwanikwa kwakaderera. Ndataura izvozvo, ndisati ndataura nezvemitengo inodiwa uye mari yepuraimari yatiri kuisa, uye zvikonzero zvekusiyana pakati penzira idzi, regai nditaure nezve nhanho yedu yekunyaradzwa nemasheya ekuchengetedza. Sezvamunoziva, kubva pakutanga kwegore tanga tichiwedzera masheya ekuchengetedza uko zvine musoro kuwedzera kwenguva pfupi zviyero zvemasheya pamusoro penguva yakatarwa, izvo zvichakanganisa kufamba kwemari kwemahara. Zvisinei, sarudzo iyi yehurongwa yakatibvumira kuti tisapotsa chero chinhu chikuru chinotumirwa kune vatengi vedu.
Semuenzaniso, takapinda muzvibvumirano zvegore rimwe chete neremakore maviri, zvichitibatsira kuchengetedza mari muhafu yekutanga ya2022 zvichienzaniswa nemazinga aripo iye zvino zvichienderana nenguva yatakagamuchira pfungwa. Nezvemitengo, hatitarisiri kuti mitengo yezvinhu ichawedzera, sezvavakaita kubva pakupera kwekota yechipiri kusvika pakupera kwekota yechitatu, zvichiteerana. Patakaona izvi, pamusoro pekuchinja kwemitengo kwakaitwa kubva munaChikunguru 1 uye kudzokororwa kwezvese zvekushandisa pakushanda kwemapurojekiti ane nguva yetender, takaunzawo mari yekuwedzera pakati pekota. Kunyangwe nekuchinja uku, hazvina kukwana kuti tienderane nemitengo iri kukwira nekukurumidza. Naizvozvo, takaisa kumwe kuwedzera kwemitengo kune ese maodha matsva, ayo achava enguva pfupi uye echigarire, zvichienderana nechigadzirwa. Takashanda uye tichiri kushanda nevatengi vedu vegasi remaindasitiri nezvibvumirano zvenguva refu kutibatsira kushandisa nzira yemitengo yezvinhu kakawanda muzvibvumirano izvi, tichifunga kuti nguva idzi dzekukwira kwemitengo dzinoramba dziripo uye tiri kusashanda mushure menzira yekugadzirisa kota panguva dzekukwira kwemitengo zvakanyanya.
Kune vatengi vedu vakabudirira mune izvi uye vanoramba vaine hukama hwedu hwenguva refu, nzira iyi ichadzokera kuhurongwa hwayo hwenguva dzose, kungave kota kana hafu yegore, sezvo mamiriro ehupfumi ari nani. Tinotenda zvikuru kune wese anoshanda nesu kuona kuti tinokwanisa kuendesa zvigadzirwa zvavo sezvinodiwa, asi tichizviita pasina kukanganisa bhizinesi redu. Chechipiri, tinotenda kune avo vari kushanda pakugadzirisa zvinhu kuti vabhadhare zvakanaka mari yekuwedzera yekutumira mamwe maodha aripo mumashure medu. Muchaona kuti takaronga kukura uku nenzira mbiri dzakasiyana. Zvaive nemaune. Chekutanga, mushure mekunge mamiriro emitengo avandudzika uye adzokera kune zvakajairika, mimwe yemitengo yedu icharamba iri padanho repamusoro, iro richava danho rekuti tigadzirise mitengo nguva nenguva. Chechipiri imubhadharo, uyo uri wenguva pfupi, kunyangwe parizvino usingaverengeki. Saka tichava nekuoma kwemitengo, asi iva akatendeseka kune vatengi vedu nekuti vari kuedza kutiitira zvakanaka.
Ndisati ndataura nezvemaonero edu egore ra2022, ndichapa Joe mukana wekuti akupe ruzivo rwezvatiri kuita pakuderedza mitengo yezvivakwa uye mhedzisiro yekota yechitatu.
Mazvita Jill. Slide yechisere inoratidza mamwe mari ekugadzira zvinhu zvakasikwa uye zviito zvekuwedzera kugona. Zvamunoona paslide iyi zvine zvinangwa zviviri: chekutanga, kuderedza mari yekushandisa, uye chechipiri, kuve nechokwadi chekuti tine kugona kwakakodzera munzvimbo dzakakodzera kuti tisvike panguva yakatarwa yevatengi vedu. Kuruboshwe rwepeji, unogona kuona chikamu chidiki chematanho ekuderedza mari atakaita kana kuita mukota yechitatu. Iyi haisi rondedzero yakazara. Takabatanidza nzvimbo yedu yekugadzira mhepo inotonhorera yeTulsa munzvimbo yedu yekugadzira yeBeasley, Texas, tichigadzira nzvimbo yekugadzira inochinjika panzvimbo yedu yekugadzira yeTulsa, iri muzvikamu zvakasiyana-siyana zvekutanga, zvichienderana nemutsetse wechigadzirwa. Kuwedzerwa kwemitsara yekugadzira inochinjika muTulsa kunotipa mukana wekuwana vashandi vane hunyanzvi uye kunotibvumira kutamisa dambudziko rekugadzira kubva kune dzimwe nzvimbo. Semuenzaniso, tapedza kutamisa ma ductwork uye ma vacuum insulated assemblies kubva kuNew Bragg, Minnesota, uye mari inoenderana nayo inotarisirwa kutanga mukota yechina ya2021.
Nzvimbo imwe chete iyi yeBeasley ndiyo ichange iine nzvimbo dzedu dzekugadzirisa nekushandira muHouston, uye mumwedzi mishoma inotevera tichabatana nenzvimbo yedu yekugadzirisa yakazvimiririra muHouston. Pamasiraidhi unogona kuona mamwe matanho ekushanda zvakanaka ari kuitwa muUS neEurope. Chekupedzisira, tinoramba tichivandudza chimiro chedu cheSG&A nekubvisa nzvimbo dzakatarwa mukota iyi. Chekupedzisira, tinoramba tichivandudza chimiro chedu cheSG&A nekubvisa nzvimbo dzakatarwa mukota iyi. Наконец, мы продолжаем совершенствовать нашу структуру SG&A, исключая конкретные позиции в этом квартале. Chekupedzisira, tinoramba tichivandudza chimiro chedu cheSG&A nekubvisa nzvimbo dzakatarwa mukota 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, takaramba tichivandudza chimiro chedu cheSG&A uye takaderedza mamwe mabasa mukati mekota iyi.Pamutsetse wechipfumbamwe. Kutengeswa kwekota yechitatu 2021 kwaive mamiriyoni mazana matatu nemakumi maviri nemasere nemakumi matatu nematatu emadhora ($328.3 miriyoni), kwakakwira ne20% kubva pakota yechitatu 2020, nekukura kweorganic kwe13.4%. Sechiyeuchidzo, kutengeswa kweVenture Global Calcasieu Pass mukota yechitatu ya2020 kwaive mamiriyoni makumi maviri nemashanu nemazana matanhatu emadhora ($25.6 miriyoni) zvichienzaniswa nemamiriyoni mashanu emadhora mukota yechipiri ya2021. Kunyangwe pasina mari yakawanda yeLNG mukota yechitatu ya2021. Kunze kwekutengeswa kwemapurojekiti makuru eLNG nekufamba kwenguva, mari yeorganic yakawedzera ne25.2% mukota yechitatu ya2021 zvichienzaniswa nekota yechitatu ya2020 uye yakawedzera ne13.6% gore rega rega muna 2021 zvichienzaniswa nekutanga kwa2020.
Kutengeswa muchikamu chechitatu chegore ra2021 kwaisanganisira kukura kwakakwirira kwezvikamu zvezvigadzirwa zvemhando yepamusoro uye mhinduro dzematangi emufiriji. Kutengeswa kweCTS kwakakwira ne14.7% zvakateerana QoQ 2021 uye 10% YoY, nepo zvigadzirwa zvemhando yepamusoro zvakakwira ne9.5% QoQ 2021 uye 108% YoY. .8% zvichienzaniswa nechikamu chechitatu chegore ra2020. Kugadziriswa kwezvinhu zvemhando yepamusoro, kugadzirisa uye kurenda zvakaita 49.7% yekutengesa kwedu kwese. Inenge 50% yechikamu chechipiri chakatevedzana uye 34.1% yegore rese ra2020. Mari yedu yechikamu chechitatu chegore ra2021 yakakanganiswa zvakanyanya nemari yakatsanangurwa naGill. Purofiti yakataurwa yaive 22.8% yekutengesa, kusanganisira mari isingadzokororwe ine chekuita nemari yekutanga nzvimbo, kubatanidzwa, kugadziridzwa uye kubatanidzwa kwenzvimbo. Zvagadziriswa zvichienderana nemari isingadzokororwi, mari yakawanda yakagadziriswa sechikamu chekutengesa chaive 26.5%, zvichiratidza mutoro wemari yedu mukati mekota iyi nekuda kwekuwedzera nekukurumidza kwemitengo yekutakura zvinhu, cheni yekugovera uye yezvinhu.
Mari yose yekutengesa yakagadziridzwa yakaramba yakadzikama kubvira mukota yechitatu ya2020, kusasanganisa LNG, uye yakaramba ichiderera kubvira mukota yechipiri ya2021. Nyaya dzakaita kuti pave nedambudziko shoma pamari yose yekutengesa yakagadziridzwa sechikamu chezvigadzirwa zvemhando yepamusoro, kugadzirisa, masevhisi uye kurenda. Mari yose yekutengesa yakagadziridzwa yezvigadzirwa zvemhando yepamusoro yaipfuura 37%, zvichienderana nekota yechipiri ya2021, uye inoratidza maonero ese ebhizinesi. Bhizinesi reSpecialty Products rinonyanya kukoshesa mitengo yezvinhu zvine mutengo wenguva pfupi, kana zvigadzirwa zvine nguva dzinokurumidza kuodha kusvika pakutumira, zvichiratidza mitengo yazvino mumitengo yedu yazvino. Mari yose yekutengesa, kugadzirisa uye mari yose yekutengesa yakagadziridzwa yaive 28.7% yekutengesa, kusanganisira mari yekugadzirisa yakabatana nesarudzo yedu yekubatanidza nzvimbo yedu yekugadzirisa muHouston, Texas. Mari yose yakagadziriswa neRSL yakawedzera 510 basis points zvichiteerana mukota yechipiri ya2021, kusanganisira kutumira zvinhu zvishoma kubva kuChina.
Zvinonyanya kuoma pamari yose yakawanikwa uye yakagadziriswa masisitimu ekutamisa kupisa. Nguva yekuziva mari inowanikwa kubva kupurojekiti, tichifunga nezvehuwandu hwezvinhu zvakawanikwa, nguva yekugadzira yakarasika, uye mari yakawanikwa yakakwira. Kuwedzera kweSG&A muchikamu chechipiri chegore ra2021 kusvika kuchikamu chechitatu kunokonzereswa nekuwedzerwa kweLA Turbine neAdEdge. Kuwedzera kweSG&A muchikamu chechipiri chegore ra2021 kusvika kuchikamu chechitatu kunokonzereswa nekuwedzerwa kweLA Turbine neAdEdge.Kuwedzera kwakatevedzana kwemari inoshandiswa pabasa uye mukutonga kubva mukota yechipiri ya2021 kusvika mukota yechitatu kunokonzerwa nekuwedzerwa 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 kwakasimba kweSG&A kubva muchikamu chechipiri kusvika muchikamu chechitatu cha2021 kwakakonzerwa nekuwedzerwa kweLA Turbine neAdEdge.Gare gare, Gill achakurukura nezvenguva yekudzoserwa kwemari uye kukanganisa kukuru kweprojekiti iyi papurofiti muzvikamu zvinotevera. Slide 10 inoratidza EPS yedu yekota yechitatu neyegore kusvika pari zvino ye $0.55 ne $2.09, zvichiteerana, kusanganisira chero chiitiko chekuongororazve musika chatakaisa mari, icho chakava nemigumisiro yakanaka muzvikamu zvekota yechitatu uye kubva pakutanga kwegore. Kugadziriswa kweEPS kune chekuita nedzimwe mari dzinoshandiswa kamwe chete kunosanganisira kugadzirisa, muripo wekusiya basa, michina yekuvhura nekugadzira, uye zvimwe zvinoshandiswa kamwe chete. Tichifunga kuti manejimendi edu anofunga kuti zvicharamba zvichienderera mberi, uye nguva yekuderedzwa kunotarisirwa kubva muzviito zvekuvaka zvaunonzwa nezvazvo, hatisanganisire nyaya dzaunonzwa nezvadzo nhasi pamwe chete nemhedzisiro yakaipa yekugadzira kana kushanda zvakanaka. Mukuedza kuti tinyatsoteerera zvatakagadzirirwa uye mibvunzo nemhinduro, taisa ruzivo rwakasiyana nezvezvikamu uye First of a Kind, ruzivo rwemutengi mutsva muchidimbu. Mukuedza kuti tinyatsoteerera zvatakagadzirirwa uye mibvunzo nemhinduro, taisa ruzivo rwakasiyana nezvezvikamu uye First of a Kind, ruzivo rwemutengi mutsva muchidimbu. Kuti tinyatsonzwisisa zvatagara tichiita uye tiwane mhinduro dzakagadzirwa, taisa ruzivo rwakasiyana nezvezvikamu uye ruzivo rwevatengi vatsva muapp. Kuti tiwane mhinduro nenguva, takaisa ruzivo rwezvikamu zvakasiyana uye, kekutanga muapp, ruzivo rwevatengi vatsva.
Pamusoro pezvo, tinowanzo gamuchira mibvunzo nezvenguva yekupedzisira yekunyorera mafomu e10-Q. Tinoronga kuizivisa gare gare nhasi.
Slide 10 hairevi kuti tichapa gwara rekota mune ramangwana, asi tinoda kupa ruzivo rwakanyanya rwekota inotevera. Mukufunga kwedu kwekota yechina, timu yedu yakawedzera zvimwe zviitiko mukufungidzira kwedu kwekota yechina yekutengesa nemari inowanikwa, pamwe nenzira yatinowanzo famba nayo tichifunga kuti matambudziko ekutengesa, kutakura uye kutakura zvinhu anogona kusawedzera. Paslide 10 unogona kuona shanduko kubva pakufungidzira kwedu kwekutengesa kwemukati kwakafungidzirwa kuenda kumagumo ezasi emuenzaniso wedu weQ3 neQ4 sezvakaratidzwa mumutsara wekutanga. Zvikamu zvikuru zvinofamba kubva pamutsara wechipiri kuenda kumutsara wechipfumbamwe hazvina kukwana zvakakwana, asi zvinosanganisira mafambiro makuru, kusanganisira nguva yekupedzisira uye kusaririra kwemapurojekiti esystem yekupisa uye zviziviso zvekuenderera mberi.
Zvigadziriso izvi zvinoita kuti kutengesa kwedu kweQ4 2021 kwakagadziridzwa kuve $370M uye Q4 kuve $370M kusvika $390M. Sezvambotaurwa, izvi zvinokonzerwa nekumbomiswa kwemazuva emari anofungidzirwa kusvika muna 2022, uye hapana kana chimwe chazvo chiri kurasikirwa nemari. Fungidziro yedu itsva inofungidzira kuti kutengesa muna 2021 kuchawedzera ne11-13% zvichienzaniswa na2020. Slide 11 inoratidza maonero edu azvino e2021, ayo anofunga nezvematambudziko ehupfumi akambotaurwa, uye zviito nenguva dzekugadzirisa matambudziko aya zvichibva paruzivo rwazvino. Tinotarisira kuti mari yakawanda ichawedzera sechikamu chekutengesa muchikamu chimwe nechimwe, kusasanganisa mhinduro dzematangi efriji, mukota yechina ya2021, nekota yechitatu ichiratidza mari iri kure uye iri kure mukota yechina nekuda kwehurongwa hwemitengo. Mari inowanikwa kubva mukutengesa muzvikamu zveRSL neSpecialty Products inotarisirwa kukonzerwa nekusashanda zvakanaka kwezvigadzirwa uye nguva yekuwedzera kwemitengo, nepo kuwedzera kudiki kunotarisirwa kubva mumari inowanikwa kubva muHTS kuri nekuda kwekukura kwezvinhu zvakanangana nemitengo yakakwira.
Mari inowanikwa isina kuderedzwa zvichienderana nechikamu chegore ra2021 inotarisirwa kuva inosvika $2.75 kusvika $3.10 paavhareji yemasheya inosvika mamiriyoni 35.5, tichifunga kuti mutero unoshanda we19.5%, zvichienzaniswa nefungidziro yedu yekare ye18%. Tinotarisira kuti chikamu chechitatu chegore ra2021 chive nemhedzisiro shoma pamari inowanikwa, zvichiteverwa nekuvandudzwa kunogara kuripo muzvikamu zvinotevera, kunyanya sezvo mamwe matunhu anoonekwa achaona mari yakawanda. Mitengo nemari yekubatsira iri kutanga kuoneka mupurofiti uye kazhinji muhuwandu hwakawanda kuti ibatsire kutora vashandi. Zvisinei, sezvatotaurwa, munguva dzisina chokwadi, tinoda matanho ekukurumidza. Tichienderera mberi kuslayidi 13, fungidziro yedu yegore negore ya2022. Zvose, tinoziva mapurojekiti chaiwo uye tinotarisira kuti kudiwa kukuru kwatakaona gore rino kuchaenderera mberi, zvichibatsira mukukanganiswa kwezvikwereti zvakaderera uye kukwira kwemitengo muna 2022.
Tawedzera fungidziro yedu yekutengesa kwegore rese ra2022 kusvika pamadhora mabhiriyoni 1.7 kusvika mabhiriyoni 1.85. Kunyange zvazvo tine tariro huru pamusoro pefungidziro iyi yakagadziridzwa, tisingabatanidzi mamwe mapurojekiti makuru eLNG ekuwedzera kana matsva, tinotarisira kuti mapurojekiti matatu makuru eLNG ari kuUS Gulf Coast akatogamuchira mvumo yeFERC kuti aite sarudzo yekupedzisira yekudyara mari muna 2022. Tinotarisira kuti maviri acho achaonekwa mubhuku redu reodha muhafu yekutanga yegore. Gare gare, ndichataura nezvemari iyi inogona kuwanikwa papurojekiti yega yega huru yeLNG uye kuti nei kutenda kwedu kwakura. Zvisinei, kuti ndikupe pfupiso yekukura kwekutengesa muna 2022 pane slide 13, mutsetse wekutanga unoratidza dhata remaodha atinoronga kutumira parizvino muna 2022. Pane dhata remaodha kusvika muna 2023 rine mukana wekuburitswa muna 2022, asi izvi hazvifukidzwi pano. Tichifunga nezvemazinga aya ekufungidzira, mutsetse wechipiri newechitatu unoratidza mabhuku nengarava zvinotarisirwa kutumirwa muna 2022.
Mitsetse 4-6 mapurojekiti madiki eLNG ataitarisira kuti aitwe asi anotarisirwa kupedzwa mukati memwedzi mitanhatu inotevera nekuda kwekuchinja kwenguva uye kukanganisa kwainotarisirwa kwemari muna 2022. Mutsetse wechinomwe unoratidza mari inogona kuwanikwa muna 2022 zvichibva pane mamwe mapurojekiti ekuwedzera mvura yakabiwa pakutanga kwegore. Chekupedzisira, mutsetse wechisere ndiwo kukanganisa kunotarisirwa kwegore rose kweAdEdge neLA Turbine kutenga. Mari yakaenzana isina kusanganiswa yakagadziridzwa pamugove wega wega inotarisirwa kuva pakati pemadhora mazana mashanu nemakumi maviri nemashanu nemakumi mashanu ($5.25) nemadhora matanhatu nemakumi mashanu ($6.50) pamasheya anosvika mamiriyoni makumi matatu nemashanu ($35.5 million) aripo, zvichienderana nemutengo wemitero unoshanda we19%. Zvakare, kusabatanidza chero LNG hombe. Tichifunga nezvekusaririra kwatinoita pari zvino, tinotarisira kuona kukura kwakasimba kwekutengesa kwekota nekota uye kwegore negore zvichienzaniswa nehafu yechipiri yegore. Kufunga uku kunosanganisira kuti tinotarisira kuti hafu yekutanga ya2022 isanganise kuramba tichirwisa matambudziko atiri kusangana nawo parizvino uye kugadzirisa zvishoma nezvishoma matanho akanaka akatorwa kusvika pari zvino.
Zvino ngatidzokerei shure totaura nezvekudiwa kuri kuramba kuchiitika. Saka nhoroondo yemaguta maviri aya chikamu chechipiri chezviri kuitika mubhizinesi. Kudiwa uku kwakawanda kunotsigira zvatinotenda mune zvatinofunga uye mune ramangwana redu. Tinosiyaniswa nemaitiro edu ekushandisa michina nemidziyo, uye tinotenda kuti shanduko yesimba ichave mhinduro yakasanganiswa, zvese izvi tichabatsirwa nekudzoserwa kana kudzoserwa kwemafuta negasi zvakajairika. Saka, pane slide 15, takaratidza mafambiro matatu atinofunga kuti achaumba maitiro mumakore gumi anotevera, pamwe nemafambiro everuzhinji nevega ekushanda pane dzimwe nzira dzinochengetedza. IEA neRoadmap yayo yeZero Emissions zvinoratidza kuti zvipikirwa zvemazuva ano zvemamiriro ekunze zvichaderedza kusvibiswa kwemhepo ne20% chete panosvika 2030, izvo zvinodiwa kuti nyika isvike padanho rekuti isvike pa2050.
Imwe nzira yekufunga nezvayo ndeyekuti kana tikasatanga izvozvi, nyika haingazokwanisi kusvika pazvinangwa izvi, kunyangwe ukaita zvese zvaunogona gare gare mumakore gumi. Pamusoro pezvo, nyika makumi mapfumbamwe dzakazivisa zvinangwa zve zero, zvichimiririra 78% yeGDP yepasi rose. Iye zvino 82% yeGDP yepasi rose inotungamirwa neCO2 uye nyika makumi matatu nembiri dzine nzira dzehydrogen dzinotsigirwa nehurumende. Zvichienzaniswa negore rapfuura, kukura kwenhamba idzi kwakakosha, izvo zvinoratidza kuti maonero epasi rose ari kufambira mberi. Sezvo kukura kwesimba rinodzokororwa kuchikura, tiri kutarisawo zvakanyanya pakushanda, uku tichiona kuti simba rinogara kwenguva refu uye risingaperi. Gasi rechisikigo rinoita basa guru mune izvi. Mutsetse wechitatu weslide 16 wakakosha. Izvi zvinogutsa kudiwa kwesimba nekukurumidza pasina kukanganiswa kana kukanganiswa, uye mune dzimwe nguva, kekutanga, zvinopa magetsi kuvanhu nenzvimbo dzakadai seSouth Africa neIndia. Kudiwa kwesimba rinogara kwenguva refu, pamwe nechido chemhinduro dzakachena uye dzine hushamwari kune zvakatipoteredza, zvichatibatsira.
Saka enderera mberi neslide 16 pamusoro pemabasa asiri eorganic atave tichiita mumwedzi gumi nemiviri yapfuura uye kuti anotiisa sei zvakanaka nemidziyo yedu yese yakachena. Handizopedze nguva yakawanda paslide iyi kunze kwekutaura kuti hukama hwedu pakati pekuchenesa, magetsi akachena, mvura yakachena, chikafu chakachena uye indasitiri yakachena hwakasimbiswa zvakanaka uye hahudi zvimwe zvinhu zvisingararami. Vatengi vedu vanogona kusarudza kubva mumabasa edu akasiyana-siyana nemidziyo, zvisinei nemamorekuru kana tekinoroji. Saka, vanogona kusarudza mhinduro yakakwana kana chimwe chinhu kubva muzvigadzirwa zvedu. Pari zvino tiri panzvimbo yakanaka yekuchinja uku nekuda kwekukura kwezvisina marara kwegore rapfuura kwakaitwa nemutengo watinotenda kuti unonzwisisika. Kuva nemhinduro kubva kumagumo kusvika kumagumo kuri kutanga kubatsira, uye tinotarisira kuti icharamba ichikura bhizinesi redu rezvigadzirwa zvemhando yepamusoro. Pamusoro pezvo, mabasa ekubatanidza mubhizinesi redu risiri reorganic ari panguva yakatarwa uye tinotarisira kuti mari dzekutengeserana nekubatanidza dzichadzikira muna 2022.
Kutenga kwatakaita mugore rapfuura kunoratidzwa paslide 17. Kuri kubatsira zvikuru pakusaririra kwedu uye kuchatanga kuyerera kuburikidza neP&L nenzira ine musoro muna 2022. Kutenga uku kuna kwakapedzwa pakati paGumiguru 2020 naChikumi 2021, kune mutengo wekutenga we $105 miriyoni kune ese mana uye kwawana maodha anodarika $175 miriyoni kubva pakupera kwechibvumirano chavo. Kutenga kwatakaita mugore rapfuura kunoratidzwa paslide 17. Kuri kubatsira zvikuru pakusaririra kwedu uye kuchatanga kuyerera kuburikidza neP&L nenzira ine musoro muna 2022. Kutenga uku kuna kwakapedzwa pakati paGumiguru 2020 naChikumi 2021, kune mutengo wekutenga we $105 miriyoni kune ese mana uye kwawana maodha anodarika $175 miriyoni kubva pakupera kwechibvumirano chavo.Kutenga kwatakaita mugore rapfuura kunoratidzwa paslide 17. Kunobatsira zvikuru mubhuku redu reodha uye kuchatanga kuonekwa mupurofiti kana kurasikirwa nenzira ine musoro muna 2022. Kutenga kuna kwakapedzwa pakati paGumiguru 2020 naChikumi 2021 kune mutengo wekutenga wemadhora mamiriyoni zana nemashanu pamadhora mana ese uye kwawana maodha anopfuura mamiriyoni zana nemakumi manomwe nemashanu kubva pakavharwa kwezvibvumirano zvavo.Kutenga kwatakaita mugore rapfuura kunoratidzwa paslide 17. Kunowedzera zvakanyanya bhuku redu reodha uye kuchatanga purofiti nekurasikirwa zvakanyanya muna 2022. Kutenga mana kwakaitwa pakati paGumiguru 2020 naChikumi 2021 nemutengo wekutenga wemakambani mana wemadhora zana nemakumi mashanu emamiriyoni, nemadhora anodarika mamiriyoni zana nemakumi manomwe nemashanu emadhora kubva pavakavhara. Zvakare, mukona yekuruboshwe yeslide, unogona kuona mamwe mashandisirwo ekubatanidza uku. Ndinoda kutaura kuti kusanganiswa kweBlueInGreen, AdEdge neChart neChartWater kwakagamuchira rutsigiro rwakawanda pakutanga uye sezvandambotaura, ichi ndicho chikamu chedu chekukura chisina kukosheswa mumakore achangopfuura uye kurapwa kwemvura ndiko kuri pamberi. Semuenzaniso, AdEdge yakaburitsa mwedzi wayo weodha yepamusoro wegore ra2021 munaGunyana, mwedzi wedu wekutanga wekuva muridzi. Kubva patakawana BlueInGreen munaMbudzi wapfuura, zvinopihwa zveAs-a-Service zvekurapa mvura uye mashandisirwo emaindasitiri zvakura ne62%.
Slide 18 inoratidza mashandiro edu ehydrogen, ayo akaramba achipfuura zvataitarisira pahuwandu hweodha dzakafanana kunyangwe pasina maodha emidziyo yekunyungudutsa mukati mekota. Gore rino, takagamuchira maodha ane chekuita nehydrogen angangoita mamiriyoni mazana maviri emadhora mumwedzi mipfumbamwe. Takanyora kutengeswa kwehydrogen kwakarekodhwa, purofiti yakazara nemari yekushanda mukota yechitatu, pamwe chete nekuburitswa kwetangi redu remvura rekutengeserana uye kuburitswa kwepombi yedu yehydrogen ye1000 bar psi. inch mukota ino yakatipa chivimbo uye inogona kutibvumira kuwedzera musika wedu wehydrogen wenguva pfupi mumwedzi/kota dziri kuuya. Iri idiki asi ruzivo rwakakosha sezvo richiratidza mwero wekunamatira zvichienzaniswa nemwedzi gumi nemiviri yapfuura. Rimwe remabara ari paslide rave kuendeswa nekuti ikozvino tine nzira yakasiyana yekushandisa hydrogen kuti tiwane zvakanakira uye kwete kuvimba nehydrogen zvachose nekuti hydrogen ndiyo yega inokunda mukuchinja kwesimba.
Izvi zvinosimbiswawo nekupa kwedu pari zvino kwezvikumbiro zvinogona kuitwa zvekugadzira zvivakwa zvekugadzira hydrogen zvinokosha mari inosvika bhiriyoni imwe chete yevatengi vanopfuura 325 nevatengi vanogona kuvepo, nepo panotarisirwa sarudzo yemapombi anodarika madhora mazana mashanu emamiriyoni musati mapera chikamu chechitatu chegore ra2022. . Pombi iyi inosanganisira zvinopihwa kune matrailer anopfuura 115, nzvimbo dzinosvika makumi matatu dzekuzadza mafuta uye sarudzo dzakawanda dzekugadzira hydrogen 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 odha yemadhora mamiriyoni 9.7 ematangi ekuchengetera hydrogen muChina. USA, uye takatanga chikamu chechina neodha yekuvandudza michina yehydrogen liquefaction ye30 t/d muUSA uye odha yepurojekiti yakavanzika muSouth Korea. kuti mumwedzi mishoma yapfuura, kugoverwa kwedu kwenzvimbo dzekutenga hydrogen kwave kwakapararira, izvo zvisingangobatsiri chete mukusimudzira bhizinesi redu. Icho chiratidzo chakanaka chekugamuchirwa kwehydrogen pasi rose.
Panyaya yematrailer ehydrogen, tine maodha ekutanga anopfuura makumi matanhatu mumwedzi gumi nemiviri yapfuura uye takatumira manomwe munaGunyana, muenzaniso wekuwedzera kugona kwedu nechiyero chematrailer makumi mashanu nemaviri pagore, uye ticharamba tichishanda nesimba. muna 2022. Kuwedzera kugona uku gore rega rega. Vatengi vedu vakawanda vari kutsvaga liquid hydrogen semhinduro yekutakura mitoro inorema, kubva kumarori kuenda kuzvitima nendege. Muenzaniso mumwe ndeweSTOKE Space Technologies, takatenga hydrogen yavo mukota iyi. Mumwe muenzaniso ndewekubatana kwedu neHyzon Motors kugadzira lori remhando ye1,000 mile class 8 richishandisa matangi matsva ehydrogen emvura. Slide 19 inoratidza chiitiko chekubata kabhoni mukota yechitatu, izvo zvandinofunga kuti ndizvo zvinokonzeresa kuwedzera kunotarisirwa kwechiitiko chekutengeserana cheCCUS munguva pfupi iri kutevera. Ndakataura gore rapfuura kuti ndaifunga kuti kubata kabhoni kwaive kumashure kwehydrogen kwegore rimwe chete maererano nebasa rekutengeserana, asi tichifunga nezvekuchinja kwakasiyana-siyana mumusika, zvakazoonekwa kuti kubata kabhoni kwaive kumashure kwehydrogen nemwedzi gumi nemisere.
Asi zviitiko zvekota ino, kusanganisira kubatana kwedu neTECO 2030, Ionada neFLSmidth, zvakakanganisa misika mikuru uko kutora kabhoni kuchava chikamu chikuru chekuedza kwayo kubvisa kabhoni, kusanganisira kutumira, simende, maindasitiri nesimba. Munguva pfupi yapfuura takagamuchirawo mari inosvika mamiriyoni mashanu emadhora kubva kuUS Department of Energy yeSES tekinoroji yekutora kabhoni inodziya kuti igadzire, ivake, iite basa uye ishandise maitiro edu kuCentral Plains Cement Company, kambani iri pasi peEagle Materials, uye kuti iite fekitari yavo yesimende muMissouri. Chirongwa ichi chichawedzera sisitimu yedu yeCCC kusvika pakukwanisa matani makumi matatu pazuva uye zvakare kuratidza kuti sisitimu inotora pamusoro pe95% CO2 kubva murwizi rwemagetsi uye inogadzira mvura ine CO2 ine kuchena kweanopfuura 95%. Tinotarisira kuti kuchena kwacho kuchave pamusoro pe99%. Chimwe chakakosha mukati mekota iyi ndechekuti takagamuchira odha yehunyanzvi yezvigadzirwa zvedu zvekutora kabhoni kubva kukambani inogadzira maindasitiri inotengeswa pachena inogadzira zvinhu zveindasitiri yekuvaka yakakura, pamwe neodha yehunyanzvi yeCCUS neKAUST kuMiddle East.
Maodha maviri einjiniya anotarisirwa kushandurwa kuita maodha akazara epurojekiti yeCCS mukati memwedzi gumi nemiviri inotevera. Pakupedzisira, tekinoroji yedu yeSES yekubatwa kwekabhoni yakazivikanwa semhinduro yekukwikwidzana yekutora kabhoni nevanoongorora veMIT neExxonMobil uye vakawana kuti mutengo wekugadzira simende nekutora CO2 uchishandisa tekinoroji yedu yeCCC wakakwira ne24% kupfuura kugadzira simende isina kutora CO2 uye mamwe matekinoroji ekutora kabhoni. . mitengo yekugadzira simende nekutora CO2 yakakwira ne38-134% kupfuura yekugadzira simende isina kutora CO2. Saka, mhedziso yekupedzisira yehurukuro iyi ndeyekuti pasina kutora kabhoni nekuchengetedza, zvinangwa zvekuderedza kabhoni panosvika 2030 hazvigone kuzadzikiswa. Saka rambai makagadzirira kukura kuri kuitika mumusika uyu.Nyaya inokosha, takaikurukura muchidimbu pamusangano weQ2 P&L, asi ndichapedza nguva yakawanda ndichitaura nezvenyaya dzeLNG nekuda kwetariro yataive nayo mumavhiki mashoma apfuura nezvechiziviso chikuru cheLNG chiri kuuya.Zvakare, sezvamunoona paslide 20, portfolio yedu yekutengeserana yemapurojekiti eLNG anogona kunge ari kukurawo.
Sechiyeuchidzo, tinokamura bhizinesi reLNG muzvikamu zvitatu. Chekutanga, izvivakwa, zvinosanganisira marori, zviteshi zvepeturu, zvekufambisa, macontainer eISO, LNG yechitima. Chechipiri mapurojekiti madiki uye emunharaunda. Chechitatu iLNG hombe, yatisingaise mukufungidzira kwedu kana fungidziro, asi tine maodha angangoita $1 bhiriyoni gore rinouya sezvo sarudzo dzekupedzisira dzekudyara dzichiitwa pamapurojekiti aya. Nekuda kweizvozvo, LNG iri panzvimbo yakanaka mumusika kuti ibve pazvibvumirano zvenguva pfupi zvekupa magetsi kuenda pakukurumidzisa zvibvumirano zvenguva refu zvekupa magetsi sezvo kuenzana kwekugovera nekudiwa kuri kusimba. Kunyanya, tinoona izvi mumapurojekiti ezviteshi zvekutengesa kunze kwenyika pamhenderekedzo yeUS Gulf of Mexico. Tinotarisira kuti zviteshi zvitatu zvikuru zvekutengesa kunze kwenyika zveLNG paUS Gulf Coast zvibatane neFID muna 2022. Sezvandataura, maviri emapurojekiti matatu aya anotarisirwa kugamuchira maodha edu muhafu yekutanga yegore rino. Hapana kana rimwe remapurojekiti aya rakanyorwa parizvino uye hapana kana rimwe rawo riri mufungidziro yedu ya2022. Tinotarisira kuti Venture Global Plaquemines Phase 1 (10Mtpa) ichachinja kuita FID muhafu yekutanga yegore, uye cherechedzai zvandakataura nenzira yekuchengetedza.
Tinotarisirawo kuti chirongwa ichi chichava nemifananidzo inodarika mamiriyoni zana nemakumi matatu nemashanu emadhora. Muchikamu chechitatu chegore, VG nePolish Oil and Gas Co vakapinda muchibvumirano chekuti PGNiG ichatenga mamwe matani mamiriyoni maviri kubva kuVenture Global mumakore makumi maviri. Nekukwanisa kugadzira matani mamiriyoni gumi nerimwe pagore, tinotarisira kuti chikamu chekutanga chepurojekiti yeTellurian Driftwood chichava nemadhora anopfuura mamiriyoni mazana matatu nemakumi mashanu emadhora pachati. Vakasaina chibvumirano chekutengesa nekutenga neShell muchikamu chechitatu chegore, izvo zvakaita kuti kutengeswa kweLNG kupedzwe kumafekitori maviri ekutanga, uye vane chinangwa chekutanga kuvaka kutanga kwa2022. Tinotarisira kuti chirongwa cheCheniere Corpus Christi Phase III chichava nemadhora anopfuura mamiriyoni mazana matatu nemakumi manomwe nemashanu muhurongwa hwakaziviswa svondo rapfuura uye ENN LNG yakabvuma kutenga matani angangoita mazana mapfumbamwe ezviuru eLNG pagore. Izvi zvinoratidza chimwe chiitiko chikuru muchibvumirano chedu chenguva refu chekukwanisa kwedu kweLNG tichitarisira FID Phase 3 muCorpus Christi gore rinouya, akadaro Schenier. Rudzi rwechipiri rweLNG ruri padanho diki.
Tine maLOI maviri emapurojekiti asati abhukwa, uye ndiwo mafungiro edu egore ra2022 sezvamakaona parwendo rwenyu. Magadzirirwo aya anoshanda kumapurojekiti emagetsi muEagle Jacksonville, Florida neNew England. Chirongwa cheNew England chiri kumirira mvumo yeDare reGuta. Hazvitendeseki kuti bhodhi rave richiisa izvi pane ajenda yemisangano kwemwedzi mishoma yapfuura, asi havana nguva yemisangano iyi. Asi tinotarisira kuti zvichabvumidzwa pamusangano webhodhi wanhasi, uye tinotarisira kuziviswa munguva pfupi inotevera. Chekupedzisira, muchikamu chezvivakwa, tinoramba tichiona kukura kukuru mumarori ematanki eLNG, makontena eISO nezvimwe zvishandiso zvine chekuita nazvo. Pakupera kwaGunyana, takagamuchira odha yekutenga yeLNG yemadhora mamiriyoni gumi nemapfumbamwe emadhora emota dzakatevedzana, odha yedu yechipiri yekutenga mumakore mazhinji. Odha dzematanki eLNG dzemota dzakaramba dzakasimba mukota yechitatu ya2021, dzichipfuura mamiriyoni makumi matatu nematatu emadhora, zvichiita kuti odha dzegore ra2021 dzive nemamiriyoni zana nemashanu emadhora kupfuura chero gore rakazara munhoroondo yedu, kusanganisira odha itsva dzevatengi muPoland neIndia. , Zvinoratidza kugamuchirwa kukuru kweLNG semafuta panguva yekuchinja kwesimba.
Pakupedzisira, sechikamu chezvirongwa zvekuchinja ngarava mbiri dzekuUS kuenda kuLNG gasi rinofambiswa muzvikamu zvinotevera, tawana chidzidzo cheinjiniya chevaridzi vengarava dzekuUS.
Kubva musi wa30 Gunyana, 2021, mari yedu yese yaive 2.99. Sezvakaratidzwa kuruboshwe rweslide 22, takavhara mari yekuwedzera musi wa18 Gumiguru, 2021, izvo zvakavandudza nguva, kuwedzera kugona kwemidziyo yedu, uye zvakaderedza mitengo. Iyi revolver inochengetedza $1 bhiriyoni yakawedzera kugona kwedu kukwereta revolver kubva pamadhora mamiriyoni makumi masere nematatu kusvika pamadhora mazana mana nemakumi matatu emamiriyoni nekubvisa mwero wekukwereta wemadhora mashoma we50 basis points, zvichichengetedza mari inosvika $2.3 miriyoni pagore padanho rechikwereti riripo, uye nekubvisa mutemo wekuunganidza mari muzvirambidzo zvine chekuita neCOVID. . Kekutanga munhoroondo yedu, tiri kutevedzera mitemo uye tinosanganisira chigadzirwa chinochengetedza mari muchikwereti chedu, nekudzikiswa kwemitengo kwakabatana nekudzikiswa kwedu kwesimba remhepo inopisa mukati memakore mashanu anotevera. Zvinangwa zvine chekuita zvakananga. Chipo ichi chakanangana ne150% yechinangwa cheboka redu rebhangi chiripo che100% yemadhora mabhiriyoni rimwe chete.
Pakupedzisira, unogona kuona kucherechedzwa kwezviito zvedu zveESG paslide 23, kusanganisira kucherechedzwa kweGastech seChampion of the Emissions Reduction of the Year kota ino, uye kuve muchikamu chekupedzisira muGastech Awards kumasangano anomiririra kusiyana-siyana uye kubatanidzwa. Mwedzi wapera zvakare, takasarudzwa kuti tisvike pamakwikwi ekupedzisira muS&P Global Platts Energy awards nekuda kwekutarisira makambani munharaunda. Mwedzi wapera zvakare, takasarudzwa kuti tisvike pamakwikwi ekupedzisira muS&P Global Platts Energy awards nekuda kwekutarisira makambani munharaunda. Также в прошлом месяце мы стали финалистами премии S&P Global Platts Energy за корпоративную социальную ответственность. Mwedzi wapera zvakare, takanga tiri vekupedzisira kuS&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. Mwedzi wapera zvakare, takasarudzwa kuti tiwane mubairo weS&P Global Platts Energy Corporate Social Responsibility Award.Ini naJill tinoda kutora nguva munzvimbo ino yakaoma yekutenda nhengo dzechikwata chedu nekugara takatarisa, nekukurumidza kuita matanho akasiyana-siyana ekugadzirisa mari, uye kuramba tichigadzira zvakawanda zvezvigadziriso zvedu zvemhinduro dzinogara kwenguva refu nezvido uye zvinodiwa zvemamorekuru. - zvigadzirwa zvisingazivikanwe.
[Mirayiridzo yeMushandisi] Mubvunzo wedu wekutanga unobva kuna Ben Nolan weStifel. Mutsetse wako wavhurwa ikozvino.
Kurumidza kubatanidza zviviri izvi pano. Wobva wazvitenderedza. Kutanga, zvinofanira kunge zvichikurumidza. Muchikamu chechitatu cheCorpus Christi, nhamba iyoyo yakakura kupfuura kare here maererano nezviri mukati mako? Zvinoita seizvozvo. Ndiri kungoda kuziva kana paine zvimwe zviri mukati zvinogona kutengeswa. Zvisinei, mumwe mubvunzo waive nemusoro uye zviri pachena kuti yaive kota yakaoma. Pane zvinhu zvausina kutarisira, uye hapana aitarisira kuti zvive nemigumisiro pano. Asi tichifunga nezvenyaya yako ye2022 [technical issue], ndiri kungoedza kufunga kuti chii chiripo chekugadzirisa. Uye - unofungei, hongu - kana chimwe chinhu chikaitika, chisingaendi sezvakarongwa, kana nzvimbo yakakwana mudunhu rako ikatariswa?
Zvakanaka, ndatenda Ben. Saka regai ndikupe mhinduro yekutanga kuPhase III yeCorpus Christi. Nhamba iyi yakakwira kupfuura kare. Ndinodawo kutaura kuti iyi ndiyo nguva yekutanga izvi zvichiitika, izvo zvinowedzera chivimbo changu chekuti vese vanoshanda nemapurojekiti matatu andakatsanangura muBig LNG vanogutsikana kuti tiri kuburitsa huwandu hwezviri mukati matinotarisira kuruzhinji. . Saka zvakanaka. Uye zvakare, kuti tipindure mubvunzo wako zvakananga, pane mamwe, nguva dzose munzira iyo mapurojekiti aya anoshanda, basa rinoenderera mberi riri kumashure pakati peEPC, mushandi neGrafu, rakatenderedza chimiro, kuti chinoratidzika sei, kuti zvikamu zvipi zvinobatana. .
Saka pane shanduko yakabatana muhukuru yatibatsira zvikuru, uye mashoko pamusoro pekudzokorora nekudzokorora ari nyore tichifunga nezvekuchinja kwemamiriro ezvinhu makuru. Saka izvi zviviri ndizvo zvinotungamira kuwedzera kwezviri mukati mechirongwa ichi. Uye zvakare, pamubvunzo wa2022, pasi pegwaro iri rakavakirwa pakamuri rekuchinja raunotsanangura. Tinotenda kuti kutengesa kunogoverwa zvakaenzana mukati megore rose. Uye uchiri kudhonza margins mukota yekutanga uye uchiri nani mukota yechipiri. Tine kunzwisisa kwakanaka kwenzira idzi - kunonoka kwatiri kurasikirwa nako. Takagadzira nzvimbo diki yekuchinja pamucheto wehafu yekutanga mupfungwa dzedu sezvatinopedza nzvimbo yacho nechivimbo. Zvakare, hatipe mazano kota yega yega, saka kana paine anondibvunza nezvazvo.
Asi tinofunga nezvazvo seizvi: patinotarisa ruzivo rwezvatakasarira muhafu yekutanga ya2022, chikamu chikuru chezvatakasarira izvigadzirwa zvakakosha uye mhinduro dzematangi efriji. Munzvimbo yakatsaurirwa, tinoona kuchinjika kwakawanda maererano nemazinga emari akaenzana. Uye zvakare, sezvakataurwa naBrinkman, zvimwe zvikamu nezvikamu zvehunyanzvi hwedu zvaive nekukurumidza mukubhuka nekutumira uye zvakaenderera mberi nemitengo/kukosha. Uye zvakare, pachisarudzo chetangi refriji, mumari yasara muhafu yekutanga, tinewo chikamu chikuru muEMEA, uko kune nzira yakaoma yekupfuudza mutengo uyu. Saka zvinhu zviviri izvozvo zvinotipa pfungwa yakanaka yehafu yekutanga. Asi ndinofunga kuti kugoverwa kwakanyanya kunyangwe gore rino kupfuura muna 2021, nemamari ari kuwedzera kubva kuQ4 kuenda kuQ1, Q1 kuenda kuQ2 uye pasi pehuwandu ihwohwo.