Yasekwa ngo-1993 ngabazalwana uTom noDavid Gardner, iMotley Fool inceda izigidi zabantu ukuba zifumane inkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali oluphezulu.
Yasekwa ngo-1993 ngabazalwana uTom noDavid Gardner, iMotley Fool inceda izigidi zabantu ukuba zifumane inkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali oluphezulu.
Ufunda inqaku lasimahla elinezimvo ezinokuthi zahluke kwinkonzo yotyalo-mali yeprimiyamu yeMotley Fool. Yiba lilungu leMotley Fool namhlanje kwaye ufumane ukufikelela kwangoko kwiingcebiso eziphezulu zabahlalutyi, uphando olunzulu, izixhobo zotyalo-mali nokunye. Funda Okungakumbi
Molo kwaye wamkelekile kwinkomfa yeChart Industries, Inc. ngokweziphumo zekota yesithathu ka-2021. [Amanqaku kuBasebenzi] Isibhengezo senkampani kunye neengcaciso ezongezelelweyo zikhutshwe kusasa. Ukuba awufumananga isaziso seendaba, ungasifumana ngokutyelela iwebhusayithi yeChart ku-www.chartindustries.com. Ukuphinda kufakwe umnxeba namhlanje kuya kufumaneka emva komnxeba kude kube ngoLwesine, nge-28 ka-Okthobha, ngo-2021.
Ulwazi malunga nokuphinda kuphindwe lufakiwe kwingxelo yabezindaba yenkampani. Ngaphambi kokuba siqale, inkampani ingathanda ukukukhumbuza ukuba iingxelo ezingezizo zembali ezenziwe kule nkomfa ziingxelo ezijonge phambili. Nceda ubhekisele kulwazi malunga neengxelo ezijonge phambili kunye nemiba yomngcipheko equlethwe kwingxelo yengeniso yenkampani kunye neefayile zakutshanje kwiKhomishini yeSecurities and Exchange. Inkampani ayibopheleli ekuhlaziyeni esidlangalaleni okanye ekuhlaziyeni naziphi na iingxelo ezijonge phambili.
Enkosi Gigi. Molweni nonke, kwaye enkosi ngokujoyina nathi namhlanje kwifowuni yethu yengeniso yekota yesi-3 ka-2021 kunye nokuhlaziya umbono wethu ka-2022. UJoe Brinkman, igqala leChart Industrial Gases kwaye ngoku ligosa lethu eliyintloko lezemali, oza kuninika iziphumo zekota kamva kwifowuni. Ingxoxo yanamhlanje iphindwe kabini kwaye ifana noko nikuvileyo kwezinye iinkampani, ndiqinisekile. Okokuqala, imingeni yexesha elifutshane esijongene nayo kwikota yesithathu, impembelelo yazo kwikota yethu, kunye namanyathelo esiwathathileyo nesiqhubeka nokuwathatha ukumelana nesaqhwithi kunye nokubonelela ngengeniso eqinileyo ngokwesakhiwo, njengoko besilindele. kwiminyaka ezayo. Okwesibini, sibona umsebenzi oqhubekayo onamandla kwiiodolo ezahlukeneyo kwaye zonke izalathisi zibonisa imfuno eqhubekayo yeemveliso zethu.
Ngoko ke, siqala ngesilayidi sesine sedekhi eyongezelelweyo ekhutshwe namhlanje. Incwadi yethu yee-odolo ze-$350M kwikota yesi-3 ka-2021 ibonisa ukukhula okuqhubekayo kwemfuno kulo lonke ishishini, ngaphezu kakhulu kokulindelekileyo kwethu ekuqaleni kwekota kuba besingakhange silindele okanye sifumane ii-odolo ezinkulu zolwelo kwikota yesi-3, ulindelo lwethu lumalunga ne-$300 yezigidi. Ii-odolo kule kota beziphezulu ngama-33% kunakwikota yesithathu ka-2020, nto leyo ebangele ukuba incwadi yethu yee-odolo ye-YTD ibe phezulu ngama-53% kunakwiinyanga zokuqala ezilithoba zika-2020. Ukongeza, ii-odolo zeemveliso ezikhethekileyo zinyuke ngaphezulu kwe-100% kule kota xa kuthelekiswa nekota yesithathu ka-2020 nangaphezulu kwe-150% kunyaka ukuza kuthi ga ngoku. I-Cryo Tank Solutions ikwabonise ukukhula okumangalisayo ngeli xesha, inyuke ngama-35% kwikota kwaye inyuke ngama-53% kwiinyanga ezilithoba.
Ii-odolo kwikota yesithathu zibe negalelo kwikota yethu yesine elandelelanayo yokusilela kwerekhodi, ngoku ingaphezulu kwe-$1.1 yeebhiliyoni, iqinisa ukuzithemba kwethu kwimbono yethu ka-2022 kwaye ngoku sibona amanqanaba aphezulu emisebenzi ye-odolo kwisimo esizinzileyo sekota. Ukubonisa icala lasekhohlo lesilayidi sesine, oku kubonisa oko sikubona njengenqanaba elitsha eliqhelekileyo lee-odolo zekota esizilindeleyo. Ngaphambi kwe-COVID nangaphambi kwexesha lamandla acocekileyo, okanye phakathi kowama-2016 nowama-2019, i-avareji ye-$238 yezigidi zekota ngoku idlula i-$300 yezigidi ngekota. Kukho ezinye izinto ezimbalwa ekufuneka ziqwalaselwe kwi-odolo yethu yokusingatha le kota. Sibeke ii-odolo ezingama-60 ezixabisa ngaphezulu kwe-$1 yezigidi nganye kwikota yesithathu kwaye ezili-152 kulo nyaka. Ikota yesithathu yayiyikota yesibini ngokulandelelana kuthi ngee-odolo ezingama-60 ezixabisa ngaphezulu kwe-$1 yezigidi. Sikwafumene ii-odolo ezintsha ezingama-20 kunye nee-odolo ezingama-65 ezivela kubathengi abatsha.
Ukususela ekuqaleni konyaka ukuya kwikota yesithathu ka-2021, zonke ii-odolo zethu zeendidi zeemveliso ezikhethekileyo zidlule amanqanaba azo e-odolo ahambelanayo kulo lonke u-2020. Ngamanye amazwi, kwiinyanga ezisithoba zokuqala zonyaka, inani lee-odolo zeemveliso ezikhethekileyo kuzo zonke ezi ndidi lidlule inani leenyanga ezili-12 ezipheleleyo zika-2020. Ii-odolo zesiselo kwikota yesithathu zinyuke ngama-68% xa kuthelekiswa nekota yesithathu ka-2020, ziqhutywa kukubhukisha okukhawulezayo kunye nokuhanjiswa, kwaye ngenxa yamanqanaba eendleko zezinto ezikhoyo. Ngenxa yoko, inxalenye yeshishini ayizange ifumane ukwehla kwenzuzo ngenxa yokunyuka kweendleko zezinto. Siqala ukubona ukubuya, nangona emva kwexesha ebesikulindele, kwiimarike zemveli zeoyile negesi, kubandakanya uphando lwegesi yendalo kunye nokucinezelwa, kunye nee-heat exchangers ezipholileyo emoyeni ezine-odolo ephezulu kwiinyanga ezimbini zika-2020-2021, uxolo. Ngo-Agasti nangoSeptemba, ikota yesithathu ka-2021 yayiyeyona kota inee-odolo ezininzi zee-heat exchangers ezipholileyo emoyeni.
Omnye umzekelo apho iimveliso zethu zingadibaniyo kwinqanaba leemolekyuli. Ngoko ke, lo gama nje utshintsho lwamandla luqhubeka, siya kuxhamla ekubuyiselweni kweoyile. Ngoko ke makhe sijonge iinkcukacha zomthwalo weendleko kunye namanyathelo athathiweyo ukuphelisa ukutsalwa okulindelweyo kwezi ndleko ziphezulu kunokuba bekulindelwe kwizilayidi 5 kunye no-6. Nangona silindele ukuba ikota yesithathu ka-2021 ibe lelona nqanaba liphantsi lempembelelo embi kwi-margin ngenxa yale micimbi yeendleko, njengoko eminye yale micimbi isonjululwe - incitshisiwe ngokupheleleyo, eminye isekho kwaye iya kuncitshiswa njengoko kuthathwa amanyathelo okuhlawula. silindele ukuba i-margin iphucuke kwiikota ezilandelayo, kodwa sikwalungisa isikhokelo sethu kwikota elandelayo, kubandakanya utshintsho kwixesha lokuthengisa kunye noxinzelelo lwamaxabiso. Ngaphambili besitshilo ukuba silindele ukuba i-Q3 2021 ijonge ukuba iindleko zezinto kunye nokufumaneka kuyaphucuka okanye kuyawohloka kwaye emva koko iphendule ngokukhawuleza. Izinto ziye zaba mbi nangakumbi kule kota.
Nangona kukho ukukhula okukhulu kwii-odolo kunye nokusilela, imiba yezothutho kunye nabasebenzi kwikhonkco lokubonelela ngeenkonzo ichaphazele iziphumo zethu. Siphendule ngokukhawuleza ngee-markups, ukunyuka kwamaxabiso okongeziweyo kunye neendleko zokusebenza eziphantsi, kodwa akukho nanye kwizenzo zethu zangaphakathi kwekota eyaba nefuthe elikhawulezileyo kwingeniso kwikota. Okwangoku siqikelela umsebenzi oqhubekayo kunye namaxesha okuphawula kunye nokusebenza kakuhle okuqhelekileyo kwabasebenzi kunye nokusebenza okukhokelela ekubuyeleni kwimida eqhelekileyo, inyathelo lokuqala lenyathelo liqala kwikota yesine kwaye liqhubeke kwikota yesibini ka-2022, equkwe kwingqikelelo yethu yonyaka ka-2022. Masibuyele umva size siqonde iingxaki kunye nento esiyenzayo ngazo. Isilayidi sesi-5, umgca wokuqala ubonisa indlela iindleko zezinto eziqhubeke ngayo ukunyuka ngokukhawuleza kwikota yesithathu ka-2021, kunye neendleko zentsimbi engagqwaliyo, i-aluminium kunye nekhabhoni ezinyuka nge-12%, 18% kunye ne-24% ngokulandelelana ukusuka nge-30 kaJuni ukuya kwi-30 kaSeptemba. Ukusukela nge-1 kaJulayi, senze ukunyuka okukhulu kwamaxabiso.
Asibonanga tshintsho lukhulu kwikota yesi-3 ngenxa yokunyuka kwexesha lethu kunye neendleko zekota. Ukongeza, siqale ukongeza intlawulo eyongezelelweyo kuzo zonke ii-odolo ezintsha eziqala phakathi kwikota yesithathu ka-2021 saza sanyusa amaxabiso kwakhona ngo-Okthobha ka-2021. Umsebenzi wethu woyilo ukuvumela ukuba usete amaxabiso angoku ezixhobo ngexesha lokusebenza kwesicelo. Ke ngoko, zonke ezi ngcaphuno nazo zihlaziyiwe. Umqolo wesibini ubonisa ukuphazamiseka kwikhonkco lokubonelela, nokuba kukuxinana kweechweba, abaqhubi, iilori, iikhonteyina, ukufumaneka kwezinto. Ngokucacileyo akukho nanye kwezi ifanelekileyo kwitshathi kwaye iqela lethu lisebenza ukunciphisa umahluko wexesha lokuthengisa ngenxa yokuphazamiseka kwekhonkco lokubonelela. Nangona kunjalo, oku kukhuthaza ngakumbi ukulwa kwethu nesitokhwe sokhuseleko, nto leyo echaphazela ukuhamba kwemali simahla kwixesha elifutshane. Sithetha ngokufumaneka komqhubi nelori, umqolo wesithathu ubonisa ingxaki ehlala ingathethwa kangako, kodwa eyonakalisayo kakhulu, engalindelekanga esiyifumene phakathi komhla we-11 ku-Agasti nomhla we-7 ku-Okthobha.
Ababoneleli bethu begesi yemizi-mveliso babeke umsitho wokungalawuleki kwamandla kwi-nitrogen kunye ne-argon kubathengi begesi yemizi-mveliso, kuquka nathi, ngenxa yokwanda kwemfuno yeoksijini ngenxa ye-COVID-19, ingakumbi e-United States. Nangona sinelungelo lokusebenzisa enye yeelori zethu ezisebenzisa i-cryogenic kwiinqanawa zethu eziqeshiweyo kunye nokuqesha umqhubi oqinisekisiweyo ukuhambisa igesi yendalo ngenethiwekhi yethu yokusasaza ukuze siqhubeke nemveliso yethu, oku kusilela ngokuqinisekileyo konyuse iindleko zethu zokusebenza kunye nokungasebenzi kakuhle. Kwelinye icala, lo msitho wokungalawuleki kwamandla wasuswa nge-7 ka-Okthobha kwaye ukusasazwa ngoku kubuyele kwisiqhelo. Yiya kwisilayidi sesithandathu, umqolo wesine. Sijongene nemiba yokufumaneka kwabasebenzi kunye neendleko, kubandakanya nempembelelo ye-COVID-19 kubasebenzi.
Sikholelwa ukuba sithathe amanyathelo aneleyo ukuqinisekisa ukuba asichaphazeleki ziingxaki zabasebenzi kwikota yesine, ngaphandle kokunyuka ngokuthe ngqo kwimivuzo yeyure, okungeyokwexeshana kwaye kwaqaliswa kwikota yesithathu ukuphendula ukugcinwa nokuqeshwa kwenani elikhulu labasebenzi bemveliso. Ngekota, siqeshe abantu abangama-372, kwaye ngaphezulu kwama-98% basenathi. Ngelixa siza kuqhubeka nokunyusa imivuzo, sisebenzise nezikhuthazo zokubhalisa kwikota, ezichaphazele kakubi iindleko kodwa azifakwanga kwimivuzo esisiseko. Umba wesibini wabasebenzi ophucuke kakhulu ngo-Okthobha kukuqhambuka okutsha kwe-COVID-19 kwiindawo zethu zokuvelisa zase-US. Ukususela nge-1 ka-Agasti ukuya kwi-30 kaSeptemba, umyinge we-3.7% wabasebenzi bemveliso kwiindawo zethu ezibalulekileyo zase-US babengekho iveki ngenxa ye-COVID-19.
Besinabantu abambalwa kakhulu abasebenza ngqo kwezi venkile ukusukela ngo-Okthobha. Oku kudale ukungasebenzi kakuhle komsebenzi, utshintsho lweshedyuli, kunye neenguqu ezongezelelweyo njengoko umsebenzi wethu ngqo wawugubungela iindawo ezahlukeneyo zevenkile. Ngeli xesha lekota, ezimbini zezibonelelo zethu zemveliso zavalwa okwethutyana ngenxa yeNkanyamba i-Ida, nto leyo eyabangela ukulahleka kweeyure zomsebenzi. Ezi ziziphumo zexeshana ezingenamonakalo okanye isiphumo esihlala ixesha elide okanye esingapheliyo. Okokugqibela, silindele kwaye siceba ukuqhubeka nokunyanzelisa amanyathelo okunyanzeliswa komthetho wamandla aseTshayina kwiiofisi zethu eTshayina. Apho kuyimfuneko, siphuhlise uluhlu lweendlela zokunciphisa. Kodwa ngeli xesha, umbane weveki nganye kwishishini lethu laseTshayina uya kuba mihlanu eqhelekileyo, imida emibini okanye emine eqhelekileyo, imida emithathu, kwaye ukuba imeko yangoku ayitshintshi ngexesha lekota, siya kufikelela phakathi kwikota yethu yesine ngaphandle kwemida engaphezulu. Uqikelelo lwaseTshayina.
Thina — besisoloko sisabela kutshintsho lweendleko zezinto kunye notshintsho lweendleko ngokunyuka kwamaxabiso kunye neentlawulo ezongezelelweyo. Ungabona kwislayidi 7 ukunyuka kweendleko zezinto kwisiqingatha esiphezulu sesilayidi. Ukususela ekuqaleni konyaka, iindidi zethu ezintathu eziphambili zezinto ezikrwada: intsimbi engagqwaliyo, i-aluminium kunye nentsimbi yekhabhoni zikhule ngama-33%, ama-40% kunye nama-65% ngokulandelelana. Kwiintsuku ezingama-20 zokuqala zika-Okthobha, sibone amaxabiso ekhabhoni kunye nentsimbi engagqwaliyo ezizinzileyo, kodwa ngenxa yemeko ye-magnesium, amaxabiso e-aluminium aqhubeka enyuka kwaye ukufumaneka kwehla. Nditshilo oko, ngaphambi kokuba ndithethe ngamaxabiso afunekayo kunye neeprimiyamu esizifakayo, kunye nezizathu zomahluko phakathi kwezi ndlela, mandithethe ngenqanaba lethu lokuthuthuzela ngesitokhwe sokhuseleko. Njengoko usazi, ukususela ekuqaleni konyaka besisonyusa isitokhwe sokhuseleko apho kunengqiqo ukunyusa okwethutyana iibhalansi zesitokhwe ngaphezu kwesiqhelo, okuya kuchaphazela ukuhamba kwemali kwasimahla. Nangona kunjalo, esi sigqibo sicwangcisiweyo sisivumele ukuba singaphoswa kukuhanjiswa okukodwa okukhulu kubathengi bethu.
Umzekelo, singene kwiikhontrakthi ezithile zonyaka omnye kunye nonyaka emibini, sinika ukonga iindleko kwisiqingatha sokuqala sika-2022 xa kuthelekiswa namanqanaba angoku ngokusekwe kwixesha esifumene ngalo igalelo. Ngokuphathelele amaxabiso, asilindeli ukuba iindleko zezinto zinyuke, njengoko zenjenjalo ukususela ekupheleni kwekota yesibini ukuya ekupheleni kwekota yesithathu, ngokwahlukeneyo. Xa sibona oku, ukongeza kutshintsho lwamaxabiso oluqaliswe ukususela nge-1 kaJulayi kunye nokucaphula kwakhona zonke izinto ze-open calls zeeprojekthi ezinexesha lethenda, sazisa nentlawulo eyongezelelweyo yekota ephakathi. Nangona kukho olu tshintsho, akwanelanga ukuhambisana neendleko ezinyuka ngokukhawuleza. Ke ngoko, siqalise olunye unyuko lwamaxabiso kuzo zonke ii-odolo ezintsha, eziya kuba zezexeshana nezihlala zihleli, kuxhomekeke kwimveliso. Sisebenze kwaye siyaqhubeka nokusebenza nabathengi bethu begesi yemizi-mveliso ngezivumelwano zexesha elide zokusinceda sisebenzise indlela yokubeka ixabiso lezinto rhoqo kwezi zivumelwano, kuba la maxesha okunyuka kwamaxabiso ayaqhubeka kwaye sishiyeka emva kwendlela yokulungisa yekota ngexesha lokunyuka kwamaxabiso.
Kubathengi bethu abaphumeleleyo koku kwaye bagcina ubudlelwane bethu bexesha elide, le ndlela iya kubuyela kwishedyuli yayo eqhelekileyo, nokuba yeyonyaka okanye yekota, njengoko iimeko zoqoqosho ziphucuka. Enkosi kakhulu kubo bonke abasebenza nathi ukuqinisekisa ukuba siyakwazi ukuhambisa iimveliso zabo njengoko kufuneka, kodwa benze njalo ngaphandle kokuchaphazela kakubi ishishini lethu. Okwesibini, enkosi kwabo basebenza kwi-backlog yangaphambi kokuphucula ukuze bagubungele ngokufanelekileyo iindleko ezongezelelweyo zokuthumela ezinye zee-odolo ezikhoyo kwi-backlog yethu. Uya kuqaphela ukuba sicwangcise olu hlumo ngeendlela ezimbini ezahlukeneyo. Kwakuyinjongo. Okokuqala, emva kokuba imeko yeendleko iphucukile kwaye ibuyele kwisiqhelo, amanye amaxabiso ethu aya kuhlala ekwinqanaba eliphezulu, eliya kuba linyathelo eliqhelekileyo kuthi lokulungisa amaxabiso rhoqo. Okwesibini yimali ebekelwe bucala, eyesikhashana, nangona okwangoku ingenasiphelo. Ngoko ke siza kuba nokuqina kwamaxabiso, kodwa sinyaniseke kubathengi bethu kuba bazama ukuba nobulungisa kuthi.
Ngaphambi kokuba ndithethe ngembono yethu ngo-2022, ndiza kunika uJoe ithuba lokukunika umbono wemizamo yethu yokunciphisa iindleko kunye neziphumo zekota yesithathu.
Enkosi Jill Isilayidi sesibhozo sibonisa iindleko ezithile zesakhiwo kunye nezenzo zokwandisa amandla. Oko ukubonayo kwesi silayidi kufeza iinjongo ezimbini: okokuqala, ukunciphisa iindleko zokusebenza, kwaye okwesibini, ukuqinisekisa ukuba sinamandla afanelekileyo kwiindawo ezifanelekileyo ukuhlangabezana nexesha elibekiweyo labathengi bethu. Kwicala lasekhohlo lephepha, ungabona icandelo elincinci lamanyathelo okunciphisa iindleko esiwathathileyo okanye esiwasebenzisileyo kwikota yesithathu. Olu ayiloluhlu olupheleleyo. Sidibanise indawo yethu yokuvelisa umoya opholileyo eTulsa kwindawo yethu yokuvelisa eBeasley, eTexas, sakha indawo yokuvelisa eguquguqukayo kwisakhiwo sethu saseTulsa, esikwizigaba ezahlukeneyo zokuqaliswa, kuxhomekeke kumgca wemveliso. Ukongezwa kwemigca yemveliso eguquguqukayo eTulsa kusinika ukufikelela kubasebenzi abanezakhono kwaye kusivumela ukuba sisuse imiqobo yemveliso kwezinye iindawo. Umzekelo, sigqibile ukufuduswa kwemigudu kunye neendibano zokukhusela uthuli ezivela eNew Bragg, eMinnesota, kwaye ingeniso enxulumene noko kulindeleke ukuba iqale kwikota yesine ka-2021.
Indawo efanayo yaseBeasley iza kuba neendawo zethu zokulungisa neenkonzo eHouston, kwaye kwiinyanga ezimbalwa ezizayo siza kudibana nendawo yethu yokulungisa ezimeleyo eHouston. Kwiislayidi ungabona ezinye zeenkqubo zokusebenza kakuhle ezenziwa eMelika naseYurophu. Okokugqibela, siyaqhubeka nokuphucula ulwakhiwo lwethu lwe-SG&A ngokususwa kwezikhundla ezithile kwikota. Okokugqibela, siyaqhubeka nokuphucula ulwakhiwo lwethu lwe-SG&A ngokususwa kwezikhundla ezithile kwikota. Наконец, мы продолжаем совершенствовать нашу структуру SG&A, исключая конкретные позиции в этом квартале. Okokugqibela, siyaqhubeka nokuphucula ulwakhiwo lwethu lwe-SG&A ngokususa izikhundla ezithile kule kota.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 структуру SG&A и в течение квартала сокращали определенные рабочие места. Ekugqibeleni, siqhubekile nokuphucula ulwakhiwo lwethu lwe-SG&A saza sanciphisa imisebenzi ethile ngexesha lekota.Kwisilayidi yesithoba. Intengiso yekota yesi-3 ka-2021 ibizizigidi ezingama-328.3 zeerandi, inyuke ngaphezulu kwama-20% ukusuka kwikota yesi-3 ka-2020, kunye nokukhula kwezinto eziphilayo okuli-13.4%. Njengesikhumbuzo, intengiso yeVenture Global Calcasieu Pass kwikota yesithathu ka-2020 ibimalunga nezigidi ezingama-25.6 zeerandi xa kuthelekiswa nezigidi ezi-5 zeerandi kwikota yesibini ka-2021. Nangona kungekho ngeniso inkulu ye-LNG enxulumene nayo kwikota yesithathu ka-2021. Ngaphandle kwentengiso yeeprojekthi ezinkulu ze-LNG ngokuhamba kwexesha, ingeniso yezinto eziphilayo inyuke nge-25.2% kwikota yesithathu ka-2021 xa kuthelekiswa nekota yesithathu ka-2020 kwaye inyuke nge-13.6% unyaka wonke ukuya kuthi ga ngoku ngo-2021 xa kuthelekiswa nokuqala kuka-2020.
Intengiso kwikota yesithathu ka-2021 ibandakanya ukukhula okukhulu kwikota nganye kwiimveliso ezikhethekileyo kunye nezisombululo zeetanki ezifrijiweyo. Intengiso ye-CTS inyuke nge-14.7% ngokulandelelana kwe-QoQ 2021 kunye ne-10% YoY, ngelixa iimveliso ezikhethekileyo zinyuke nge-9.5% QoQ 2021 kunye ne-108% YoY. .8% xa kuthelekiswa nekota yesithathu ka-2020. Ukulungiswa okukhethekileyo, ukugcinwa kunye neemveliso zokuqeshisa zibe yi-49.7% yentengiso yethu iyonke. Malunga ne-50% kwikota yesibini ilandelelana kunye ne-34.1% kuyo yonke i-2020. Umyinge wethu wekota yesithathu ka-2021 uchatshazelwe kakubi ziindleko ezichazwe nguGill. Inzuzo iyonke exeliweyo yayiyi-22.8% yentengiso, kubandakanya iindleko ezingaphindaphindekiyo ezinxulumene neendleko zokuqalisa isakhiwo, ukudibanisa, ukuhlaziya kunye nokudibanisa isakhiwo. Ihlengahlengisiwe ngokweendleko ezingaphindwayo, i-gross margin ehlengahlengisiweyo njengepesenti yentengiso yayiyi-26.5%, nto leyo ebonisa umthwalo wethu weendleko ngexesha lekota ngenxa yokunyuka ngokukhawuleza kweendleko zokuthutha impahla, uthotho lokuhambisa impahla kunye nezixhobo.
Ixabiso lentengiso elilungisiweyo njengepesenti yentengiso lihlale lithe tyaba ukusukela kwikota yesi-3 ka-2020, ngaphandle kwe-LNG, kwaye liye lehla rhoqo ukusukela kwikota yesi-2 ka-2021. Imiba ibinempembelelo encinci kwixabiso lentengiso elilungisiweyo njengepesenti yeemveliso ezikhethekileyo kunye neentengiso, ukulungiswa, iinkonzo kunye nokuqeshisa. Ixabiso lemveliso ekhethekileyo elilungisiweyo njengepesenti yentengiso belingaphezulu nje kwe-37%, ngokuhambelana nekota yesibini ka-2021, kwaye libonisa umbono ngokubanzi weshishini. Ishishini leeMveliso ezikhethekileyo lixabiso elisekelwe kwizinto elinokusebenza kakuhle kweendleko zexesha elifutshane, okanye iimveliso ezinamaxesha oku-odola ngokukhawuleza ukuthunyelwa, okubonisa iindleko zangoku ngakumbi kumaxabiso ethu angoku. Ukulungiswa, ukugcinwa kunye nexabiso lentengiso elilungisiweyo yayiyi-28.7% yentengiso, kubandakanya iindleko zohlengahlengiso ezinxulumene nesigqibo sethu sokudibanisa indawo yethu yokulungisa eHouston, eTexas. Ixabiso lentengiso elilungisiweyo yi-RSL linyuke ngamanqaku esiseko angama-510 ngokulandelelana kwikota yesibini ka-2021, kubandakanya ukuthunyelwa okuphantsi okuvela eTshayina.
Eyona inzima kwi-gross margins kunye ne-adjusted gross margins ziinkqubo zokudlulisa ubushushu. Ixesha lokuqatshelwa kwengeniso esekelwe kwiprojekthi, kuthathelwa ingqalelo umxholo ophezulu wecandelo, ixesha lokuvelisa elilahlekileyo, kunye ne-margins ephezulu. Ukwanda kwe-SG&A kwikota yesibini ukusuka kwikota ka-2021 ukuya kweyesithathu kuqhutywa kukongezwa kwe-LA Turbine kunye ne-AdEdge. Ukwanda kwe-SG&A kwikota yesibini ukusuka kwikota ka-2021 ukuya kweyesithathu kuqhutywa kukongezwa kwe-LA Turbine kunye ne-AdEdge.Ukunyuka ngokulandelelana kweendleko ngokubanzi nezolawulo ukusuka kwikota yesi-2 ka-2021 ukuya kwikota yesi-3 kubangelwa kukongezwa kwe-LA Turbine kunye ne-AdEdge. 2021 年第二季度到第三季度SG&A的连续增长是由LA Turbine kunye neAdEdge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 kunye neAdEdge. Ukukhula okuqhubekayo kwe-SG&A ukusuka kwikota yesi-2 ukuya kwikota yesi-3 ka-2021 kuqhutywe kukongezwa kwe-LA Turbine kunye ne-AdEdge.Kamva, uGill uza kuxoxa ngexesha lokubuyiswa kweendleko kunye nempembelelo enkulu yeprojekthi kwinzuzo kwiikota ezizayo. Islayidi 10 ibonisa i-EPS yethu yekota yesithathu kunye neyonyaka ehlengahlengisiweyo ye-$0.55 kunye ne-$2.09, ngokwahlukeneyo, kubandakanya naluphi na umsebenzi wokuhlaziya uphawu ukuya kwimarike esityale kuwo imali, olube nefuthe elihle kwikota yesithathu. kwaye ukususela ekuqaleni konyaka. Uhlengahlengiso lwe-EPS olunxulumene neendleko ezithile zexesha elinye lubandakanya uhlengahlengiso, intlawulo yokuqeshwa, iziqalisi kunye nemigca yemveliso, kunye nezinye iindleko zexesha elinye. Njengoko abaphathi bethu becinga ukuba ziya kuqhubeka, kunye nexesha lokulungiswa okulindelweyo kwizenzo zolwakhiwo ozivayo ngazo, asibandakanyi imiba oyivayo namhlanje ukongeza kwimpembelelo embi yemveliso okanye yokusebenza kakuhle. Kwimizamo yokuba nomonde ngakumbi kwiingxelo ezilungiselelweyo kunye neempendulo, sifake iinkcukacha ezithile kwicandelo kunye neFirst of a Kind, ulwazi olutsha lomthengi kwisihlomelo. Kwimizamo yokuba nomonde ngakumbi kwiingxelo ezilungiselelweyo kunye neempendulo, sifake iinkcukacha ezithile kwicandelo kunye neFirst of a Kind, ulwazi olutsha lomthengi kwisihlomelo. Ukuze sibe nolwazelelelo ngakumbi kwiingxelo ezilungiselelweyo kunye neempendulo, sifake iinkcukacha ezithile kwicandelo kunye nolwazi lwabathengi abatsha bokuqala kwi-app. Ukuze sifikelele kwixesha elifanelekileyo kwizimvo ezilungiselelweyo kunye nee-Q&A, sifake iinkcukacha zamacandelo athile kwaye, okokuqala kwi-app, sifaka ulwazi lwabathengi abatsha.
Ukongeza, sihlala sifumana imibuzo malunga nexesha lokugqibela lokufaka izicelo ze-10-Q. Siceba ukukwazisa kamva namhlanje.
Islayidi 10 ayithethi ukuba siza kubonelela ngesikhokelo sekota kwixesha elizayo, kodwa sifuna ukubonelela ngolwazi oluthe kratya kwikota elandelayo. Kwimeko yembono yethu yekota yesine, iqela lethu lifake ezinye izinto ezingalindelekanga kwingxelo yethu yokuthengisa kunye nengeniso yekota yesine, kunye nendlela esihlala sihamba ngayo sicinga ukuba imiba yokuhambisa, ukuthunyelwa kunye nemithwalo isenokunganyuki. Kwislayidi 10 ungabona utshintsho oluvela kwingxelo yethu yangaphambili yokuthengiswa kwangaphakathi ukuya kwisiphelo esisezantsi soluhlu lwethu lwangaphambili lwe-Q3 kunye ne-Q4 njengoko kubonisiwe kumqolo wokuqala. Iindawo ezinkulu ezihambayo ukusuka kumqolo wesibini ukuya kumqolo wesithoba aziphelelanga ngokupheleleyo, kodwa ziquka iintshukumo ezinkulu, kubandakanya imihla yokugqibela kunye nokusilela kweeprojekthi zenkqubo yokudlulisa ubushushu kunye nezaziso zokuqhubeka.
Olu hlaziyo luzisa uluhlu lwethu lokuthengisa oluhlaziyiweyo lwekota yesi-4 ka-2021 ukuya kwi-$370M kunye nekota yesi-4 ukuya kwi-$370M ukuya kwi-$390M. Njengoko sele kukhankanyiwe, oku kungenxa yokuhlehliswa kwemihla yengeniso eqikelelweyo ukuya ku-2022, kwaye akukho nanye kuzo ebangela ukulahlekelwa yingeniso. Uqikelelo lwethu olutsha lucinga ukuba intengiso ngo-2021 iya kunyuka nge-11-13% xa kuthelekiswa no-2020. Islayidi 11 ibonisa umbono wethu wangoku ka-2021, oqwalasela imingeni yezoqoqosho eyayichazwe ngaphambili, kunye namanyathelo kunye namaxesha okuza kujongana nale mingeni ngokusekelwe kulwazi lwangoku. Silindele ukuba umvuzo opheleleyo unyuke njengepesenti yentengiso kwicandelo ngalinye, ngaphandle kwezisombululo zetanki ezifrijiweyo, kwikota yesine ka-2021, kunye nekota yesithathu ebonisa umvuzo oshiyekileyo noshiyekileyo kwikota yesine ngenxa yeshedyuli yamaxabiso. Ingeniso epheleleyo njengepesenti yokukhula kwentengiso kwicandelo le-RSL kunye neeMveliso eziKhethekileyo kulindeleke ukuba iqhutywe kukusilela kwemveliso kunye nexesha lokunyuka kwamaxabiso, ngelixa ukunyuka okuncinci okulindelekileyo kwingeniso ye-HTS kungenxa yeziphumo zentengiso ezinkulu zeempahla ezithile.
Ingeniso ehlengahlengisiweyo engaxutywanga ngokwesabelo ngasinye sonyaka wonke ka-2021 kulindeleke ukuba ibe malunga ne-$2.75 ukuya kwi-$3.10 kwizabelo eziphakathi ezimalunga nezigidi ezingama-35.5 ezingekahlawulwa, sicinga ukuba izinga lerhafu elisebenzayo le-19.5%, xa kuthelekiswa noqikelelo lwethu lwangaphambili lwe-18%. Silindele ukuba ikota yesithathu ka-2021 ibe nefuthe elincinci elibi kwimida, ilandelwe kukuphucuka okuqhubekayo kwiikota ezilandelayo, ingakumbi njengoko izikhundla ezithile zemida ezibonakalayo ziya kubona ingeniso ebalulekileyo. Amaxabiso kunye nezibonelelo ziqala ukubonakala kwinzuzo kwaye zihlala ziphezulu ukunceda ukufunxa abasebenzi. Nangona kunjalo, njengoko sele kukhankanyiwe, ngamaxesha okungaqiniseki, sidinga amanyathelo athile okukhawulezileyo. Ukuya kwislayidi 13, uqikelelo lwethu lonyaka luka-2022. Lilonke, sinolwazi oluhle kwiiprojekthi ezithile kwaye silindele ukuba imfuno ebanzi esiyibonileyo kulo nyaka iqhubeke, inegalelo kwimpembelelo yokusilela kwerekhodi kunye nokunyuka kwamaxabiso ngo-2022.
Sinyuse uqikelelo lwethu lokuthengisa lwalo lonke u-2022 ukuya kuluhlu oluphakathi kwe-$1.7 yeebhiliyoni ukuya kwi-$1.85 yeebhiliyoni. Nangona sinethemba elikhulu ngolu qikelelo luhlaziyiweyo, ngaphandle kwezinye iiprojekthi ezinkulu ze-LNG ezongezelelweyo okanye ezintsha, silindele ukuba iiprojekthi ezinkulu ezintathu ze-LNG kwi-US Gulf Coast esele zifumene imvume ye-FERC zenze isigqibo sokugqibela sotyalo-mali ngo-2022. Silindele ukuba ezimbini kuzo zivele kwincwadi yethu yee-odolo kwisiqingatha sokuqala sonyaka. Kamva, ndiza kuthetha ngezi mali zinokubakho kwiprojekthi nganye enkulu ye-LNG kunye nesizathu sokuba ukholo lwethu lukhule. Nangona kunjalo, ukukunika umbono omfutshane wokukhula kwentengiso ngo-2022 kwisilayidi 13, umqolo wokuqala ubonisa umqolo wee-odolo esiceba ukuzithumela ngoku ngo-2022. Kukho umqolo ongasemva ukuya kuthi ga ngo-2023 kunye nokwenzeka kokukhutshwa ngo-2022, kodwa oku akugutyungelwanga apha. Ngenxa yala manqanaba okuqikelela, umgca wesibini nowesithathu ubonisa iincwadi eziqhelekileyo kunye neenqanawa ezilindeleke ukuba zithunyelwe ngo-2022.
Imigca yesi-4-6 ziiprojekthi ezincinci ze-LNG ebesilindele ukuba zibhukishwe kodwa kulindeleke ukuba zigqitywe kwiinyanga ezintandathu ezizayo ngenxa yotshintsho lwexesha kunye nempembelelo yengeniso elindelekileyo ngo-2022. Umqolo wesi-7 ubonisa ingeniso enokubakho ngo-2022 ngokusekelwe kwiiprojekthi ezongezelelweyo zokunyibilika ezibhukishwe ekuqaleni konyaka. Okokugqibela, umgca wesibhozo yimpembelelo elindelekileyo yonyaka wonke yokuthengwa kwe-AdEdge kunye ne-LA Turbine. Ingeniso ehlengahlengisiweyo engaxutywanga ngokulinganayo ngesabelo ngasinye kulindeleke ukuba ibe phakathi kwe-$5.25 kunye ne-$6.50 kwizabelo ezimalunga ne-35.5 yezigidi ezisele zihlawulwe, phantsi kwerhafu esebenzayo ye-19%. Kwakhona, ngaphandle kwe-LNG enkulu. Ngenxa yokubonakala kwethu kokulibazisa, silindele ukubona ukukhula okuqinileyo kwentengiso yekota kunye nonyaka xa kuthelekiswa nesiqingatha sesibini sonyaka. Le ngcinga ibandakanya ukuba silindele ukuba isiqingatha sokuqala sika-2022 siquke ukumelana okuqhubekayo nemingeni esijongene nayo ngoku kunye nokunciphisa kancinci kancinci amanyathelo alungileyo athathiweyo ukuza kuthi ga ngoku.
Ngoku masithathe inyathelo sibuyele umva size sithethe ngemfuno eqhubekayo ebanzi. Ngoko ke imbali yezi zixeko zimbini yinxalenye yesibini yento eyenzekayo kushishino. Le mfuno ibanzi rhoqo ixhasa iinkolelo zethu kwisicwangciso sethu nakwikamva lethu. Sahlukile kwiinkqubo zethu ezingathathi cala kwiimolekyuli kunye nezixhobo, kwaye sikholelwa ukuba utshintsho lwamandla luya kuba sisisombululo esidibeneyo, esiza kuxhamla kuso nasiphi na isicombululo okanye ukubuyiselwa kwemithombo yeoli negesi eqhelekileyo. Ngoko ke, kwisilayidi 15, sibonise imimoya emithathu yangasemva esicinga ukuba iya kuyila indlela yokuziphatha kwiminyaka elishumi ezayo, kunye nomkhwa jikelele wamacandelo karhulumente nawabucala wokusebenza kwiindlela ezizinzileyo ngakumbi. I-IEA kunye neNdlela yayo yokuKhupha uKhupho lweZiro ibonisa ukuba izibophelelo zemozulu zanamhlanje ziya kunciphisa ukukhutshwa komoya ngama-20% kuphela ngo-2030, nto leyo efunekayo ukubeka ihlabathi kwindlela engenaziro ngo-2050.
Enye indlela yokucinga ngayo kukuba ukuba asiqali ngoku, ihlabathi alinakukwazi ukufikelela kuthi ukuze sifezekise ezi njongo, nokuba wenza konke okusemandleni akho kamva kwiminyaka elishumi. Ukongeza, amazwe angama-90 abhengeze iinjongo ezingenanto, ezimele i-78% ye-GDP yehlabathi. Ngoku i-82% ye-GDP yehlabathi iqhutywa yi-CO2 kwaye amazwe angama-32 anezicwangciso ze-hydrogen ezixhaswa ngurhulumente. Xa kuthelekiswa nonyaka ophelileyo, ukukhula kwala manani kubalulekile, nto leyo ebonisa ukuba umbono wehlabathi usiya kuphuhliso oluzinzileyo. Njengoko ubungakanani kunye neziseko zamandla avuselelekayo zikhula, sikwagxila ngakumbi ekusebenzeni, ngelixa siqinisekisa uzinzo kunye nokuhlala ixesha elide kwamandla. Igesi yendalo idlala indima ebalulekileyo koku. Umqolo wesithathu wesilayidi 16 ubalulekile. Oku kuyanelisa imfuneko engxamisekileyo yamandla ngaphandle kokuphazamiseka okanye ukuphazamiseka, kwaye kwezinye iimeko, okokuqala, kubonelela ngombane kubemi nakwiindawo ezifana noMzantsi Afrika neIndiya. Imfuneko yamandla azinzileyo, kunye nomnqweno wezisombululo ezicocekileyo nezinobuhlobo nokusingqongileyo, iya kusinceda.
Ngoko ke qhubeka uye kwisilayidi 16 malunga nemisebenzi engeyoyamvelo ebesiyenza kwiinyanga ezili-12 ezidlulileyo kunye nendlela abasibeka ngayo kakuhle ngoluhlu lwethu olupheleleyo lweenkqubo ezicocekileyo kunye nezixhobo ezinxulumene nazo. Andiyi kuchitha ixesha elininzi kwesi silayidi ngaphandle kokuthi unxibelelwano lwethu phakathi kokucoca, umbane ococekileyo, amanzi acocekileyo, ukutya okucocekileyo kunye neshishini elicocekileyo luzinzile kwaye aludingi msebenzi ungaphezulu we-inorganic. Abathengi bethu banokukhetha kuluhlu olubanzi lweenkqubo kunye nezixhobo zethu, kwakhona nokuba imolekyuli okanye iteknoloji injani. Ke ngoko, banokukhetha isisombululo esipheleleyo okanye icandelo kwiimveliso zethu. Okwangoku sikwindawo entle yolu tshintsho ngenxa yokukhula okungeyoyamvelo konyaka ophelileyo okugqitywe ngexabiso esikholelwa ukuba lifanelekile kakhulu. Ukuba nesisombululo esiqalayo ukuya ekupheleni kuyaqala ukunceda, kwaye silindele ukuba siqhubeke nokukhulisa ishishini lethu lemveliso eyenziwe ngokwezifiso ephezulu. Ukongeza, imisebenzi yokudibanisa kwishishini lethu elingeyoyamvelo ikwishedyuli kwaye silindele ukuba iindleko zentengiselwano kunye nokudibanisa zinciphe ngo-2022.
Ukuthengwa kwezinto esizenzileyo kunyaka ophelileyo kuboniswe kwisilayidi 17. Zinegalelo elikhulu kumsebenzi wethu osemva kwaye ziya kuqala ukuhamba nge-P&L ngendlela enentsingiselo ngo-2022. Ukuthengwa kwezinto ezine ezigqityiweyo phakathi kuka-Okthobha ka-2020 noJuni ka-2021, zinexabiso elipheleleyo lokuthenga eliyi-$105 yezigidi kuzo zone kwaye zifumene ii-odolo ezingaphezulu kwe-$175 yezigidi ukusukela oko isivumelwano sazo saphela. Ukuthengwa kwezinto esizenzileyo kunyaka ophelileyo kuboniswe kwisilayidi 17. Zinegalelo elikhulu kumsebenzi wethu osemva kwaye ziya kuqala ukuhamba nge-P&L ngendlela enentsingiselo ngo-2022. Ukuthengwa kwezinto ezine ezigqityiweyo phakathi kuka-Okthobha ka-2020 noJuni ka-2021, zinexabiso elipheleleyo lokuthenga eliyi-$105 yezigidi kuzo zone kwaye zifumene ii-odolo ezingaphezulu kwe-$175 yezigidi ukusukela oko isivumelwano sazo saphela.Izinto esizithengileyo kunyaka ophelileyo ziboniswe kwisilayidi 17. Zinegalelo elikhulu kwincwadi yethu yee-odolo kwaye ziya kuqala ukuqatshelwa ngenzuzo okanye ilahleko ngendlela enentsingiselo ngo-2022. Ezi zinto zine zithengiweyo phakathi kuka-Okthobha 2020 noJuni 2021 zinexabiso lokuthenga elidibeneyo le-$105 yezigidi kuzo zonke ezine kwaye zifumene ngaphezulu kwe-$175 yezigidi kwii-odolo ukusukela oko zavalwa izivumelwano zazo.Ukuthengwa esikugqibileyo kunyaka ophelileyo kuboniswe kwisilayidi 17. Kuyandisa kakhulu incwadi yethu yee-odolo kwaye kuza kuqala ukunyuka kakhulu kwinzuzo nelahleko ngo-2022. Ukuthengwa kane kugqitywe phakathi kuka-Okthobha 2020 noJuni 2021 ngexabiso elipheleleyo lokuthenga kweenkampani ezine elixabisa i-$105 yezigidi, kunye nee-odolo ezingaphezu kwe-$175 yezigidi ukusukela oko zavalwa. Kwakhona, kwikona esezantsi ekhohlo yesilayidi, ungabona ezinye iindlela zokudibanisa ezi nhlanganisela. Ndingathanda ukukhankanya ukuba ukuhlanganiswa kweBlueInGreen, iAdEdge kunye neChart neChartWater kufumene inkxaso eninzi kwasekuqaleni kwaye njengoko benditshilo ngaphambili, eli lelona candelo lethu lokukhula elingaxatyiswanga kakhulu kwiminyaka yakutshanje kwaye unyango lwamanzi luphambili. Umzekelo, iAdEdge ipapashe inyanga yayo ephezulu yee-odolo ngo-2021 ngoSeptemba, inyanga yethu yokuqala yobunini. Ukusukela oko safumana iBlueInGreen ngoNovemba ophelileyo, izibonelelo ze-As-a-Service zonyango lwamanzi kunye nezicelo zoshishino zikhule nge-62%.
Islayidi 18 ibonisa umsebenzi wethu we-hydrogen, oqhubekile nokugqitha ulindelo lwethu lwamanani e-odolo ahambelanayo nangona kungekho zi-odolo zezixhobo zokunyibilikisa ulwelo ngexesha lekota. Kulo nyaka, sifumene malunga ne-$200 yezigidi kwii-odolo ezinxulumene ne-hydrogen kwiinyanga ezisithoba. Sirekhode intengiso ye-hydrogen erekhodiweyo, inzuzo epheleleyo kunye nengeniso yokusebenza kwikota yesithathu, kunye nokuqaliswa kwetanki yethu yolwelo yorhwebo kunye nokuqaliswa kwepompo yethu ye-hydrogen engamanzi ye-1000 bar psi. intshi kule kota isinike ukuzithemba kwaye sinokusivumela ukuba sonyuse imakethi yethu ye-hydrogen ejolise kwixesha elifutshane kwiinyanga/kwikota ezizayo. Olu lwazi luncinci kodwa lubalulekile njengoko lubonisa inqanaba lokunamathela xa kuthelekiswa neenyanga ezili-12 ezidlulileyo. Enye yeembumbulu kwislayidi ngoku ihanjisiwe kuba ngoku sinendlela eyahlukileyo yokusebenzisa i-hydrogen ukuze sizuze kwaye singaxhomekeki ngokupheleleyo kwi-hydrogen kuba i-hydrogen kuphela ephumeleleyo ekutshintsheleni kumandla.
Oku kukwaqinisekiswa sisibonelelo sethu sangoku seziphakamiso ezinokubakho zoyilo lwezityalo zokucubungula i-hydrogen ezixabisa malunga ne-1 yeebhiliyoni zeerandi kubathengi abangaphezu kwama-325 kunye nabathengi abanokubakho, kunye nendawo yesigqibo esilindelekileyo semibhobho exabisa ngaphezulu kwe-500 yezigidi zeerandi ngaphambi kokuphela kwekota yesithathu ka-2022. . Lo mbhobho uquka izibonelelo zeetreyila ezingaphezu kwe-115, malunga nezikhululo zokuzalisa ezingama-30 kunye neentlobo ezininzi zeendlela zokunyibilikisa ulwelo kubathengi kwihlabathi liphela kuquka iYurophu, uMntla Melika, uMzantsi Korea kunye ne-Australia, kubandakanya ezintandathu esilindele ukuba zingafumaneka kwiinyanga ezintandathu ezizayo. Kwikota yesithathu ka-2021, sikwabeke iodolo ye-9.7 yezigidi zeerandi yeetanki zokugcina i-hydrogen engamanzi eTshayina. e-USA, kwaye saqala ikota yesine ngeodolo yophuhliso lwezixhobo ze-hydrogen liquefaction ezingama-30 t/d e-USA kunye neodolo yeprojekthi eyimfihlo eMzantsi Korea. ukuba kwiinyanga ezimbalwa ezidlulileyo, ukusasazwa kwethu kwemisebenzi yokuthengwa kwe-hydrogen kuye kwanda kakhulu, okungeyonto iluncedo kuphela kuphuhliso lweshishini lethu. Kwakhona luphawu oluhle lokwamkelwa kwe-hydrogen kwihlabathi liphela.
Ngokuphathelele iitreyila zehydrogen, sinee-odolo zangaphambili ezingaphezu kwama-60 kwiinyanga ezili-12 ezidlulileyo kwaye sithumele ezisi-7 ngoSeptemba, umzekelo wokwandiswa komthamo wethu ngesantya seetreyila ezingama-52 ngonyaka, kwaye siza kuqhubeka nokusebenza nzima. ngo-2022. Ukuphinda kabini lo mthamo minyaka le. Abathengi bethu abaninzi bajonga i-hydrogen engamanzi njengesisombululo sokuthutha imithwalo enzima, ukusuka kwiilori ukuya koololiwe nakwiinqwelomoya. Umzekelo omnye yi-STOKE Space Technologies, sithenge i-hydrogen yabo ngexesha lekota. Omnye umzekelo lubambiswano lwethu neHyzon Motors ukuphuhlisa ilori enzima yeklasi yesi-8 yeemayile ezili-1,000 sisebenzisa iitanki zehydrogen ezingamanzi ezisandula ukungeniswa. I-Slide 19 ibonisa umsebenzi wokubamba ikhabhoni kwikota yesithathu, endicinga ukuba yeyona nto ibangela ukwanda okulindelekileyo komsebenzi worhwebo we-CCUS kungekudala. Nditshilo kunyaka ophelileyo ukuba ndicinga ukuba ukubanjwa kwekhabhoni kusemva kwe-hydrogen malunga nonyaka ngokwemisebenzi yorhwebo, kodwa ngenxa yotshintsho olwahlukeneyo kwimarike, kwavela ukuba ukubanjwa kwekhabhoni kusemva kwe-hydrogen kwiinyanga ezili-18.
Kodwa iziganeko zale kota, kuquka ubudlelwane bethu neTECO 2030, i-Ionada kunye ne-FLSmidth, zichaphazele iimarike eziphambili apho ukubanjwa kwekhabhoni kuya kuba yinxalenye ebalulekileyo yemizamo yayo yokususa iikhabhoni, kuquka ukuthunyelwa kwempahla, isamente, imboni kunye namandla. Kutshanje sifumene isibonelelo se-$5 yezigidi kwiSebe lezaMandla lase-US le-SES sobuchwepheshe bokubamba ikhabhoni eshushu ukuze siyile, sakhe, sigunyazise kwaye sisebenzise inkqubo yethu kwiCentral Plains Cement Company, inkampani ephethwe ngokupheleleyo yiEagle Materials, kunye nesityalo sabo sesamente eMissouri. Le projekthi iya kwandisa inkqubo yethu yeCCC ukuya kumthamo weetoni ezingama-30 ngosuku kwaye ibonise ukuba inkqubo ibamba ngaphezulu kwe-95% ye-CO2 kumjelo wegesi ophumayo kwaye ivelise umjelo we-CO2 omanzi ococekileyo ongaphezulu kwe-95%. Silindele ukuba ubumsulwa bube ngaphezulu kwe-99%. Kwakhona okubalulekileyo ngexesha le kota kukuba sifumene iodolo yobuchwephesha yeemveliso zethu zokubamba ikhabhoni kwinkampani yokuvelisa imveliso yemizi-mveliso ethengiswa esidlangalaleni evelisa izixhobo zemizi-mveliso yokwakha enzima, kunye neodolo yobuchwepheshe yeCCUS neKAUST kuMbindi Mpuma.
Kulindeleke ukuba ii-odolo ezimbini zobunjineli ziguqulwe zibe zii-odolo ezipheleleyo zeprojekthi ye-CCS kwiinyanga ezili-12 ezizayo. Okokugqibela, itekhnoloji yethu yokubamba ikhabhoni ye-SES yaqatshelwa njengesisombululo sokhuphiswano sokubamba ikhabhoni ngabaphandi be-MIT kunye ne-ExxonMobil kwaye bafumanisa ukuba iindleko zokwenza isamente kunye nokubamba i-CO2 kusetyenziswa itekhnoloji yethu ye-CCC ziphezulu ngama-24% kunokuvelisa isamente ngaphandle kokubamba i-CO2 kunye nezinye iiteknoloji zokubamba ikhabhoni. . iindleko zokwenza isamente kunye nokubamba i-CO2 ziphezulu ngama-38-134% kunezo kuveliswa isamente ngaphandle kokubamba i-CO2. Ke ngoko, isiphelo sokugqibela sale ngxoxo kukuba ngaphandle kokubamba nokugcina ikhabhoni, iinjongo zokunciphisa ikhabhoni ngo-2030 azinakufezekiswa. Ngoko ke hlala ubukele ukukhula okuthe kratya kule marike.Ingongoma ebalulekileyo, siyixoxe ngokufutshane kwi-Q2 P&L call, kodwa ndiza kuchitha ixesha elingakumbi kwiinkcukacha ze-LNG ngenxa yethemba ebesinalo kwiiveki ezimbalwa ezidlulileyo malunga nesibhengezo esikhulu se-LNG esizayo.Kwakhona, njengoko ubona kwisilayidi 20, ipotifoliyo yethu yezorhwebo yeeprojekthi ze-LNG ezinokubakho nayo iyakhula.
Njengesikhumbuzo, sahlulahlula ishishini le-LNG libe ngamacandelo amathathu. Okokuqala, ziziseko zophuhliso, kuquka iilori, izitishi zepetroli, ezothutho, iikhonteyina ze-ISO, i-LNG kaloliwe. Eyesibini ziiprojekthi ezincinci nezoluntu. Eyesithathu yi-LNG enkulu, esingayifakiyo kwiingqikelelo zethu okanye kwiingqikelelo, kodwa sinee-odolo ezinokubakho ezimalunga ne-1 yeebhiliyoni zeerandi kunyaka ozayo njengoko kwenziwa izigqibo zokugqibela zotyalo-mali kwezi projekthi. Ngenxa yoko, i-LNG ikwindawo entle kwimarike yokusuka kwiikhontrakthi zokubonelela zexesha elifutshane ukuya ekukhawuleziseni iikhontrakthi zokubonelela zexesha elide njengoko ibhalansi yokubonelela kunye nemfuno iqina. Ngokukodwa, sibona oku kwiiprojekthi zezikhululo zokuthumela ngaphandle kunxweme lwe-US Gulf of Mexico. Silindele ukuba izikhululo ezintathu ezinkulu zokuthumela ngaphandle ze-LNG kwi-US Gulf Coast zijoyine i-FID ngo-2022. Njengoko benditshilo, ezimbini kwezi projekthi zintathu kulindeleke ukuba zifumane ii-odolo zethu kwisiqingatha sokuqala salo nyaka. Akukho nanye kwezi projekthi ibhukishwe okwangoku kwaye akukho nanye kuzo efakiwe kwingqikelelo yethu ka-2022. Silindele ukuba iVenture Global Plaquemines Phase 1 (10Mtpa) itshintshele kwi-FID kwisiqingatha sokuqala sonyaka, kwaye siqaphele oko ndikuthethileyo ngendlela egcinayo.
Silindele ukuba le projekthi ibe nomxholo wemizobo ongaphezulu kwe-$135 yezigidi. Kwikota yesithathu, i-VG kunye nePolish Oil and Gas Co bangene kwisivumelwano apho i-PGNiG iza kuthenga iitoni ezongezelelweyo zezigidi ezi-2 kwiVenture Global kwiminyaka engama-20. Ngomthamo wonyaka wemveliso weetoni ezili-11 yezigidi, silindele ukuba isigaba sokuqala seprojekthi yeTellurian Driftwood siquke ngaphezulu kwe-$350 yezigidi kwitshathi. Batyikitye isivumelwano sokuthengisa nokuthenga neShell kwikota yesithathu, nto leyo ekhokelele ekugqityweni kwentengiso ye-LNG kwizityalo ezimbini zokuqala, kwaye baceba ukuqala ukwakhiwa ekuqaleni kuka-2022. Silindele ukuba iprojekthi yeCheniere Corpus Christi Phase III iquke ngaphezulu kwe-$375 yezigidi kwishedyuli ebhengezwe kwiveki ephelileyo kwaye i-ENN LNG ivumile ukuthenga malunga neetoni ezingama-900,000 ze-LNG ngonyaka. Oku kubonisa elinye inqanaba kwisivumelwano sethu sexesha elide somthamo wethu we-LNG silindele i-FID Phase 3 eCorpus Christi kunyaka olandelayo, utshilo uSchenier. Uhlobo lwesibini lwe-LNG lukwizinga elincinci.
Sinee-LOI ezimbini zeeprojekthi ezingekabhukishwa okwangoku, kwaye yiloo nto siyicinga kakhulu ngo-2022 njengoko niyibonile xa nihamba. Olu yilo lusebenza kwiiprojekthi zezixhobo e-Eagle Jacksonville, eFlorida naseNew England. Iprojekthi yaseNew England ilinde imvume yeBhunga leSixeko. Akukholelwa ngokwayo ukuba ibhodi ibibeka oku kwi-ajenda yeentlanganiso kwiinyanga ezimbalwa ezidlulileyo, kodwa abanalo ixesha lale ntlanganiso. Kodwa sinethemba lokuba kuya kuvunywa kwintlanganiso yebhodi yanamhlanje, kwaye silindele isaziso kungekudala emva koko. Okokugqibela, kudidi lweziseko zophuhliso, siyaqhubeka nokubona ukukhula okukhulu kwiilori zetanki ze-LNG, izikhongozeli ze-ISO kunye nezinye izixhobo ezinxulumene noko. Ekupheleni kukaSeptemba, sifumene i-odolo yokuthenga ye-LNG yezigidi ezili-19 zeerandi yothotho lweemoto ezithengiswayo, i-odolo yethu yesibini yokuthenga kwiminyaka emininzi. Ii-odolo zetanki ze-LNG zezithuthi zahlala ziqinile kakhulu kwikota yesithathu ka-2021, zidlula i-$33 yezigidi, okwenza ii-odolo zonyaka ka-2021 zibe malunga ne-$105 yezigidi ngaphezu kwalo naliphi na unyaka opheleleyo kwimbali yethu, kubandakanya ii-odolo zabathengi abatsha ePoland naseIndiya. , Ibonisa ukwamkelwa okukhulu kwe-LNG njengepetroli ngexesha lotshintsho lwamandla.
Okokugqibela, njengenxalenye yezicwangciso zokutshintsha iinqanawa ezimbini zase-US ziye kwi-LNG gas propulsion kwiindawo ezizayo, sifumene uphando lobunjineli lwabanini beenqanawa zase-US.
Ukususela nge-30 kaSeptemba 2021, i-net leverage yethu yayiyi-2.99. Njengoko kubonisiwe kwicala lasekhohlo lesilayidi 22, sivale ukubuyiselwa kwemali kwakhona nge-18 ka-Okthobha 2021, nto leyo ephucule imiqathango, yandisa amandla, yandisa ukuvuthwa kwezixhobo zethu, kwaye yanciphisa iindleko. Le revolver ezinzileyo ye-$1 yezigidigidi yonyuse amandla ethu okuboleka i-revolver ukusuka kwi-$83 yezigidi ukuya kwi-$430 yezigidi ngokususa izinga elincinci lokuboleka leedola lamanqaku angama-50, sigcina malunga ne-$2.3 yezigidi ngonyaka kumanqanaba okuboleka akhoyo, kwaye ngokususa umthetho wokuqokelelwa kwemali kwimida enxulumene ne-COVID. . Okokuqala kwimbali yethu, siyathobela kwaye siquka imveliso yozinzo kwisixhobo sethu setyala, kunye nokunciphisa iindleko ezongezelelweyo ezinxulumene nokunciphisa kwethu amandla okukhupha igesi eluhlaza kwiminyaka emihlanu ezayo. Iinjongo zinxulumene ngokuthe ngqo. Esi sibonelelo sijolise kwi-150% yethagethi yeqela lethu lebhanki elikhoyo ye-100% ye-$1 yezigidigidi.
Okokugqibela, ungabona ukuqatshelwa kwezenzo zethu ze-ESG kwislayidi 23, kuquka ukuqatshelwa kweGastech njengeNtshatsheli yoNyaka yoKuncitshiswa koKhupho lweMisi kule kota, kunye nokuba ngomnye wabaphumeleleyo kudidi lweeMbasa zeGastech kwimibutho emele ukwahlukahlukana nokubandakanywa. Kwakhona kwinyanga ephelileyo, sikhethwe njengabaphumelele kumabhaso e-S&P Global Platts Energy ngenxa yoxanduva lwenkampani kwezentlalo. Kwakhona kwinyanga ephelileyo, sikhethwe njengabaphumelele kumabhaso e-S&P Global Platts Energy ngenxa yoxanduva lwenkampani kwezentlalo. Также в прошлом месяце мы стали финалистами премии S&P Global Platts Energy за корпоративную социальную ответственность. Kwakhona kwinyanga ephelileyo, besifikelele kowamanqam kwiMbasa ye-S&P Global Platts Energy Corporate Social Responsibility Award.同樣在上个月，我們在S&P Global Platts Energy 企业社会责任奖中入围. I-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. Kwakhona kwinyanga ephelileyo, sikhethwe kwiMbasa ye-S&P Global Platts Energy Corporate Social Responsibility Award.Mna noJill singathanda ukuthatha umzuzwana kule meko inzima ye-macro ukubulela amalungu eqela lethu ngokuhlala sigxile, siphumeza ngokukhawuleza amanyathelo ahlukeneyo okubuyisela iindleko, kwaye siqhubeke nokuvelisa ipotifoliyo yethu eyahlukileyo yezisombululo ezizinzileyo kunye nomdla kunye neemfuno zeemolekyuli. - iimveliso ze-agnostic.
[Imiyalelo yoMsebenzisi] Umbuzo wethu wokuqala uvela kuBen Nolan waseStifel. Umgca wakho ngoku uvuliwe.
Khawuleza udibanise ezi zinto zimbini apha. Emva koko zijike. Okokuqala, kufuneka zikhawuleze. Kwi-Phase 3 Corpus Christi, ngaba elo nani likhulu kunangaphambili ngokwemixholo yakho? Kubonakala ngathi kunjalo. Ndingathanda ukwazi ukuba kukho na olunye umxholo onokuthengiswa. Nangona kunjalo, omnye umbuzo wawunemixholo engaphezulu kwaye ngokucacileyo yayilixesha elinzima. Kukho izinto obungazilindelanga, kwaye akukho mntu wayelindele ukuba zibe nefuthe apha. Kodwa ngenxa yomcimbi wakho wobugcisa ka-2022, ndizama nje ukufumanisa ukuba yintoni ekufuneka yenziwe. Kwaye - ucinga ntoni, ewe - ukuba into ethile iyenzeka ngokungenakuphepheka, ayihambi njengoko bekucwangcisiwe, ukuba indawo eyaneleyo kwilizwe lakho ithathelwe ingqalelo?
Kulungile, enkosi Ben. Ngoko ke mandinike impendulo yokuqala kwiSigaba sesiThathu seCorpus Christi. Eli nani liphezulu kunangaphambili. Ndingathanda nokuthi le lixesha lokuqala oku kwenzeka, nto leyo eyongeza kwingqiniseko yam yokuba bonke abaqhubi abafanelekileyo beeprojekthi ezintathu endizichazile kwiBig LNG banelisekile kukuba sikhupha inqanaba lomxholo esiwulindeleyo kuluntu. . Ngoko ke kulungile. Kwaye ke, ukuphendula umbuzo wakho ngokuthe ngqo, kukho ezinye, rhoqo kwindlela ezi projekthi ezisebenza ngayo, umsebenzi oqhubekayo ngasemva phakathi kwe-EPC, umqhubi kunye neGrafu, malunga nesakhiwo, indlela esiya kubonakala ngayo, ukuba zeziphi iindawo ezihambelanayo. .
Ngoko ke kukho utshintsho oluhambelanayo kwisikali oluye lwaba luncedo olukhulu kuthi, kwaye izimvo malunga nokuphindaphinda nokuphindaphinda zilula ngenxa yokutshintsha kwemeko-bume enkulu. Ngoko ke ezi zimbini zizinto eziqhuba ukwanda komxholo wale projekthi ithile. Kwaye ke, kumbuzo ka-2022, isiseko sesikhokelo sakhelwe kwigumbi lokujika elichazayo. Sikholelwa ukuba intengiso isasazwa ngokulinganayo unyaka wonke. Kwaye usatsala imida kwikota yokuqala kwaye uphucuka kwikota yesibini. Siyaqonda kakuhle ezi ndlela - ixesha esililahlayo. Sidale igumbi elincinci lokujika ekupheleni kwesiqingatha sokuqala engqondweni yethu njengoko sigqiba uluhlu ngokuzithemba. Kwakhona, asiboneleli ngeengcebiso zekota nganye, ngoko ke ukuba nabani na undibuza ngayo.
Kodwa sicinga ngale ndlela: xa sijonga iinkcukacha zokusilela kwethu kwisiqingatha sokuqala sika-2022, eyona nxalenye inkulu yokusilela kwethu ziimveliso ezikhethekileyo kunye nezisombululo zeetanki zefriji. Kwindawo ezinikeleyo, sibona ukuguquguquka okukhulu malunga namanqanaba ahambelanayo okusilela. Kwaye emva koko, njengoko uBrinkman esandula ukuphawula, amanye amacandelo kunye neenxalenye zezinto zethu ezikhethekileyo bezikhawuleza ekubhukisheni nasekuthumeleni kwaye zihambelana namaxabiso/ixabiso. Kwaye emva koko, kwisigqibo setanki yefriji, kwisithuba esingasemva kwisiqingatha sokuqala, sikwanenxalenye enkulu kwi-EMEA, apho kukho indlela engqongqo yokudlulisa eli xabiso. Ngoko ke ezo zinto zimbini zisinika umbono olungileyo wesiqingatha sokuqala. Kodwa ndicinga ukuba ukusasazwa kungaphezulu kakhulu kulo nyaka kunango-2021, kunye namathuba aphucukayo ukusuka kwi-Q4 ukuya kwi-Q1, kwi-Q1 ukuya kwi-Q2 kwaye ezantsi kolo luhlu.