ICalgary, eAlberta, nge-11 ka-Agasti, 2021 (GLOBE NEWSWIRE) — I-STEP Energy Services Ltd. (“iNkampani” okanye “i-STEP”) iyavuya ukuvakalisa ukuba iinyanga zayo ezintathu nezintandathu ziphele nge-30 kaJuni, 2021 Iziphumo zeMali nezokusebenza zeNyanga. Esi saziso silandelayo kufuneka sabelwane ngaso neNgxoxo kunye noHlahlelo lwezoLawulo (“MD&A”) kunye neengxelo zemali zexeshana ezingaphicothwanga ezidityanisiweyo zenyanga ephele nge-30 kaJuni, 2021 kunye namanqaku aso (“Iingxelo zezeMali”) ukuze zifundwe kunye. Abafundi kufuneka bajonge kwicandelo leengcebiso zomthetho elithi “Ulwazi oluJonga phambili kunye neeNgxelo” kunye “neMilinganiselo engeyiyo ye-IFRS” ekupheleni kwesi saziso sikarhulumente. Zonke izixa-mali kunye nemilinganiselo zikwiidola zaseKhanada ngaphandle kokuba kuchazwe ngenye indlela. Ukuze ufumane ulwazi oluthe kratya nge-STEP, nceda undwendwele iwebhusayithi ye-SEDAR ku-www.sedar.com, kubandakanya neFomu yoLwazi loNyaka lweNkampani yonyaka ophele nge-31 kaDisemba, 2020 (yomhla we-17 kaMatshi, 2021) (“AIF”).
(1) Jonga iMilinganiselo engeyiyo i-IFRS. “I-Adjusted EBITDA” sisilinganiselo semali esingabonakaliswanga ngokuhambelana ne-IFRS kwaye silingana neendleko zemali ezipheleleyo, ukwehla kwexabiso kunye nokuhlawula, ilahleko (inzuzo) ekuchithweni kwepropathi kunye nezixhobo, amalungiselelo erhafu yangoku kunye neyarhoxiswayo kunye nokubuyiselwa kwemali engenayo (ilahleko), imbuyekezo yezabelo, iindleko zentengiselwano, ilahleko yesivumelwano sokudlulela phambili (inzuzo) sotshintshiselwano lwangaphandle, ilahleko yotshintshiselwano lwangaphandle (inzuzo), ilahleko yokuphazamiseka.” I-Adjusted EBITDA %” ibalwa njenge-Adjusted EBITDA eyahlulwe ngengeniso.
(2) Jonga iMilinganiselo engeyiyo i-IFRS. 'Imali yokusebenza', 'Iimali ezipheleleyo zexesha elide' kunye 'netyala elipheleleyo' ziimilinganiselo zemali ezingabonakaliswanga ngokuhambelana ne-IFRS. "Imali yokusebenza" ilingana neempahla ezikhoyo zizonke ngaphandle kweetyala ezikhoyo zizonke."Iimali zemali zexesha elide zizonke" ziquka imali mboleko yexesha elide, iimbopheleleko zokuqeshisa ixesha elide kunye nezinye iimfanelo. "Ityala elipheleleyo" lilingana neemali mboleko kunye neemali mboleko ngaphambi kokuba imali ehlawulweyo ihlawulwe ihlawulwe ihlawulwe imali kunye neemali ezilingana nayo.
Isishwankathelo sekota yesi-2 ka-2021 Ikota yesibini ka-2021 iqhubekile nomfutho owenziwe kwikota yokuqala njengoko amazinga okugonywa anyukileyo akhokelele ekuncitshisweni ngakumbi kwamanyathelo asetyenziswe ngaphambili ukulawula intsholongwane ye-COVID-19 kunye nezinye izinto ezinxulumene nayo. Imizamo yokuqalisa kwakhona imisebenzi yentlalo neyezoqoqosho yangaphambi kwe-COVID ikhokelele ekwehleni kwezinto ezisetyenzisiweyo njengoko imveliso yeoyile yehlabathi ibuyela umva kwimfuno. Ukwanda kwemveliso kubangelwa yindlela ecwangcisiweyo yi-Organization of the Petroleum Exporting Countries (“OPEC”), iRussia kunye nabanye abavelisi (ngokudibeneyo “OPEC+”), kunye nokuncitshiswa kokunikezelwa yi-US isohlwayo kwi-Iran naseVenezuela kuhamba kancinci kancinci. Oku kukhokelele kumaxabiso eemveliso aphezulu kwikota yonke, kunye namaxabiso e-oyile ekrwada eWest Texas Intermediate (“WTI”) aphakathi kwe-$65.95 ngebhereli, enyuke nge-135% ukusuka kunyaka ophelileyo. Ukuphuculwa kwemeko yamaxabiso eemveliso kukhokelele ekwandeni komsebenzi wokumba e-US, kunye nokubalwa kweerig enyuke nge-15% ukusuka kunyaka ophelileyo. Amaxabiso egesi yendalo ahlala ezinzile ngokulandelelana, kunye namaxabiso e-AECO-C aphakathi kwe-C$3.10/MMBtu, enyuke nge-55% ukusuka kwikota yesibini. ka-2020.
Ikota yesibini ka-2021 ye-STEP ibonakalise ukubuya koqoqosho okuqhubekayo, ingeniso inyuke nge-165% ukusuka kunyaka ophelileyo kunye nokwehla okungazange kwenzeke kwimisebenzi ngenxa yempendulo kubhubhane we-COVID-19. Nangona ukwehla kweshishini lonyaka okuqhele ukwenzeka ngexesha lekhefu lasentwasahlobo, i-STEP ikwazile ukufikelela ekusetyenzisweni okuphezulu kunokuba bekulindelwe kwimisebenzi yayo yaseKhanada ngenxa yamanqanaba aphezulu emisebenzi yokugrumba eqala kwikota yokuqala ka-2021, kunye ne-staffing Limited ekhoyo, okubangele imisebenzi yokugqiba. Ngexesha lekota yesibini ka-2021, imfuno yeenkonzo zethu zokuqhekeka kwishishini lase-US yayizinzile, kodwa iinkonzo zokufaka iityhubhu ezijijekileyo zichaphazelekile ngumsebenzi oqhubekayo njengoko imakethi yayihlala inikezelwa kakhulu. Nangona kukho imingeni, ishishini lase-US lenze ngokuhambelana nolindelo kwaye langena kwikota yesithathu ngamandla amakhulu kunye nokusebenza okuqinileyo kwishishini lethu lasentsimini. Iindlela eziya kuqhubeka kwikota yesibini ka-2021 yimida yokubonelela ngeenkonzo kwihlabathi liphela (amaxesha amade okukhokela intsimbi, izixhobo zezixhobo) kunye nokunqongophala kwabasebenzi.
Iimeko zoshishino Isiqingatha sokuqala sika-2021 sibonise ukuphucuka okuhle xa kuthelekiswa nonyaka ka-2020, obe ngunyaka onzima kushishino lweenkonzo zeoyile negesi eMntla Melika. Ukunyuka kwamazinga okugonywa kwehlabathi kunye neepakeji zokukhuthaza urhulumente ezixabisa izigidigidi zeerandi kuxhase ukwehla okuncinci kwimisebenzi yoqoqosho lwehlabathi, okukhokelela ekubuyiselweni kwemfuno yeoyile ekrwada. Nangona amanqanaba omsebenzi enyukile, akakafikeleli kumanqanaba angaphambi kobhubhane.
Sikholelwa ukuba ukuvuselelwa koqoqosho lwehlabathi kuyaqala, kufuna ukombiwa okwandisiweyo kunye nokugqitywa ukuze kuhlangatyezwane nemfuno eyongeziweyo yeoyile ekrwada kwisiqingatha sesibini sowama-2021 nakuwo wonke u-2022. Ukuhlaziywa kwemfuno yeoyile ekrwada yehlabathi kuxhasa amaxabiso aphezulu nazinzileyo eemveliso kwaye kufanele kukhokelele kwizicwangciso zemali ezikhulayo zeenkampani ze-E&P zaseMntla Melika njengoko abaqhubi kuya kufuneka banciphise amazinga okuhla kwemveliso. E-US, sibone iinkampani zabucala zikhokela indlela ekugqibezeleni umsebenzi, ngokuyinxenye ngenxa yamaxabiso eemveliso aphezulu kunokuba bekulindelwe.
Ubonelelo kunye nemfuno yezixhobo ze-coiled tube kunye ne-fracturing kwimarike yaseKhanada zilungelelaniswe ngokusisiseko. E-United States, umsantsa phakathi kwezixhobo ze-fracking ezikhoyo kunye nemfuno yezixhobo ze-fracking uyalingana. Abanye abadlali abaphambili kushishino baqikelela ukuba imfuno kunye nokufumaneka kwezixhobo kuya kukhawuleza kunokuba bekulindelwe ngaphambili, njengoko ukuguguleka kwezixhobo kunye nemida yabasebenzi kwiminyaka emibini edlulileyo kuye kwanciphisa inani lezixhobo ezikhoyo kwimarike. Imfuno yezixhobo ezinokukhupha umoya omncinci iphezulu kwaye unikezelo lulinganiselwe. Ixabiso lentsimbi, iinxalenye kunye nokunqongophala kwabasebenzi kwiimpompo zoxinzelelo nalo liyanda. Amaxabiso kuya kufuneka aqhubeke enyuka, kungekuphela nje ukuze kuhlawulwe iindleko zokunyuka kwamaxabiso kodwa kunye nokuphuculwa kwezixhobo.
Abanye abadlali beli shishini kutshanje bathi balindele ukuba ukubuyiselwa koqoqosho lwehlabathi kuqalise umjikelo omkhulu weshishini lamandla lamazwe ngamazwe, nto leyo eya kukhokelela kumanqanaba aphezulu emisebenzi kunye nenzuzo enkulu. Kutshanje, abathengi bethu, ingakumbi eMelika, baqalise ukubuza malunga namalungiselelo exesha elide eenkonzo ezinikezelwa yi-STEP ngenxa yokukhathazeka okukhulayo malunga nokufumaneka kwezixhobo ezicwangciselwe u-2022.
Ukuhanjiswa kwe-crude kwihlabathi jikelele kunye namaxabiso kuya kuqhubeka kuphenjelelwa yingqeqesho yamalungu e-OPEC+, njengoko eli qela livumile kutshanje ukwandisa imveliso ngeebhareli ezingama-400,000 ngosuku ngenyanga ukususela ngo-Agasti ukuya kuDisemba ka-2021. Ukwanda kwemveliso kuvunyelwe ekuqaleni kuka-2022.
Ukungaqiniseki kuyaqhubeka njengoko uhlobo lwe-COVID-19 delta lusasazeka kunye nezinye iintlobo ze-COVID-19 zikhula. Ukubuyela kwimeko yesiqhelo koqoqosho lwaseMntla Melika nakwihlabathi lonke kusenokusongelwa kukubekwa kwakhona kwemiqathango karhulumente ukunciphisa ukusasazeka kweentlobo ezintsha ze-COVID-19. Iimpawu zokuqala ezivela kumazwe aliqela aseYurophu zibonisa ukuba ukuvalwa kwezindlu kunokubekwa ekwindla ukuba amatyala ayaqhubeka nokunyuka. Oko kuphakamise inkxalabo malunga nokuncipha kwenkcitho yabathengi, ngakumbi ukuwohloka kwemfuno yemizi-mveliso, ukhenketho kunye nezothutho.
Amaxabiso e-pressure pump yaseMntla Melika anokuchazwa njengexesha loqeqesho olulandelwa kukuqhuma kwamaxabiso aqatha okufumana okanye ukugcina isabelo semarike. Amaxabiso eKhanada ahlala enomdla kwizongezo zezixhobo, kwaye ngelixa abadlali abaninzi kushishino besithi amaxabiso kufuneka abuyele kwimeko yesiqhelo ngaphambi kokuba ezinye izixhobo zisebenze, abadlali abakhulu sele bebonakalise injongo yabo yokongeza izixhobo. Amaxabiso e-US aphucukile, okokuqala ukugubungela iindleko ezikhulayo kwaye kutshanje ukuphucula inzuzo kunye nokuxhasa utyalo-mali olutsha lwamandla, kodwa ukubuyiselwa kwamaxabiso ngokubanzi kuchaphazeleke ngamazinga okuqalisa kwakhona izixhobo kunye nokuqaliswa komthamo omtsha. Abanye ababoneleli ngeenkonzo batyale imali kubuchwepheshe obuphambili obuhambelana namaqhinga okusingqongileyo, ezentlalo kunye nolawulo (“ESG”) lwabathengi okanye ukunciphisa iindleko zizonke zokugqiba. Izixhobo ezisebenzisa obu buchwepheshe buphambili zinokubiza iprimiyamu ephezulu kunezixhobo eziqhelekileyo, nangona kunjalo, amaxabiso akhoyo kwimarike awaxhasi imbuyekezo yemali efunekayo ukwakha izixhobo ezinjalo ngomlinganiselo omkhulu. Ngenxa yebhalansi yangoku yemarike, silindele ukuba amaxabiso aseKhanada ahlale kumanqanaba angoku kwaye aphucuke ngokuphakathi e-US kwisithuba esiseleyo sika-2021.
Imbono yeKota yesiThathu ka-2021 EKhanada, ikota yesibini ka-2021 idlule ulindelo njengoko umsebenzi ngeli xesha uncipha kakhulu ngenxa yeemeko zemozulu kunye nemigaqo karhulumente ethintela ukuhlanganiswa kwezixhobo zokumba nokugqiba. Iimarike zihlala zikhuphisana, kwaye imizamo yokufezekisa ukubuyiswa kwamaxabiso okubalulekileyo ngaphaya kokunyuka kwamaxabiso iye yahlangabezana nokuchaswa. Ngexesha lekota yesithathu, imisebenzi ye-STEP yaseKhanada kulindeleke ukuba iqhubeke nokwakha kumanqanaba emisebenzi abonwa kwikota yesibini njengoko abathengi bethu beqala kwakhona iinkqubo zabo zokumba nokugqiba. Izixhobo zabasebenzi ziye zaba ngumqobo obalulekileyo kwimisebenzi, kwaye ulawulo luthatha amanyathelo okutsala nokugcina italente ephezulu. Ukusebenza okuqinileyo kwe-STEP kunye nobuchule beenqwelo-mafutha ezimbini ezikumgangatho ophezulu kuqhuba ukusebenza kakuhle kweendleko kwaye kuxhaswe amanyathelo e-ESG, kuqhubeka ukwahlula inkampani kontanga bayo. I-STEP iyaqhubeka nokuphucula iinqwelo-mafutha zayo ngokuqalisa izixhobo zethu zokunciphisa ukungasebenzi. Eli nyathelo libalulekileyo linciphisa impembelelo yokusingqongileyo yeenqwelo-mafutha ezisebenzayo ze-STEP ngokunciphisa ixesha lokungasebenzi kunye nokunciphisa ukukhutshwa kweenqwelo-mafutha, ngelixa ligcina iindleko zepetroli kunye nokulungisa kunye nokugcina.
Imisebenzi ye-STEP e-US iphucuke kwikota yesibini, idala umdla wombono owakhayo kwikota yesithathu. Umsebenzi wokugrumba nokugqiba uhlale unamandla, kwaye imfuno yezixhobo igcine amaxabiso enyuka. Ukuqhekeka kubonakala ngokusetyenziswa kwezixhobo ezikhoyo, kwaye inkampani ilindele ukuvuselela iqela lesithathu lokuqhekeka kwikota yesithathu ukuze kuhlangatyezwane neemfuno zabathengi. Emva kokuguqulwa kwenye yeenqanawa zayo ezisebenzayo e-US kwikota yesibini, i-STEP ngoku ineziko le-frac elinama-52,250-horsepower (“HP”) e-US elinamandla amabini epetroli. Bekukho umdla omkhulu kwezi yunithi kwaye i-STEP ikwazile ukuhlawulisa iprimiyamu yokusetyenziswa kwazo.
Iinkonzo zokufaka iityhubhu ezijijekileyo zase-US zachatshazelwa ngamaxabiso aqatha ngababoneleli basekuhlaleni, kodwa ezo ngcinezelo zaqala ukuphela kamva kwikota. Ikota yesithathu kulindeleke ukuba ibone amathuba okwandiswa kweenqwelo-mafutha kunye nokuqhubeka nokubuyela kwamaxabiso. NjengaseKhanada, imingeni yabasebenzi basentsimini isalokhu iyimiqobo ebalulekileyo ekubuyiseleni izixhobo entsimini.
Imbono Yonyaka Opheleleyo ka-2021 Umsebenzi waseKhanada kwisiqingatha sesibini sika-2021 kulindeleke ukuba ube nesiqalo esihle kwikota yesithathu kwaye utshintshele kwimisebenzi engapheliyo kwikota yesine ngokuhambelana nekota yesine edlulileyo. Abathengi be-STEP abanobuchule bacele izibophelelo zonyaka oseleyo ukuya kutsho ku-2022, kodwa izigqibo zemali zenziwa ngokweprojekthi nganye. Amaxabiso kulindeleke ukuba ahlale ekhuphisana, kodwa i-STEP inokukwazi ukufikelela ekunyuseni ukuhlawula impembelelo yokunyuka kwamaxabiso. Imisebenzi yaseKhanada ye-STEP kulindeleke ukuba igcine amandla okusebenza akhoyo kwaye iya kuqhubeka nokujonga nokulungisa amandla ngokusekelwe kwimbono yemfuno yexesha elifutshane.
Ishishini lase-US kulindeleke ukuba lizuze kukwanda komsebenzi wokugrumba kunye nokugqitywa okuxhaswa ngamaxabiso aphezulu eemveliso kunye nokuqaliswa kwakhona kweqela lesithathu le-fracking. I-STEP ihambelana nabathengi abanobuchule ukuqinisekisa ukuba ukusetyenziswa kusemgangathweni osisiseko unyaka wonke, ngaphandle kweziganeko ezimbi okanye ukuvalwa koqoqosho, ishishini lase-US kulindeleke ukuba liphelise unyaka ngcono. Ukuphuculwa kwamaxabiso kulindeleke ukuba kusebenze kwikota yesithathu, kwaye ukwandiswa kwamandla kuya kuxhomekeka kakhulu ekutsaleni nasekugcineni abasebenzi abasemgangathweni.
Inkcitho yeNkunzi S Kwikota yesibini ka-2021, inkampani ivumile imali eyongezelelweyo eyi-$5.4 yezigidi kwimali yokulungisa nokugcina ukuxhasa iindleko zokuqala nokugcina umbane kunye neendleko zenkxaso-mali yokulungisa iqela lesithathu le-fracturing lase-US kunye nokwandisa iinkonzo zenkampani ze-fracturing zase-US amandla okucima umlilo. Ngaphambi kolu nyuko, isicwangciso senkxaso-mali se-STEP sika-2021 sasiyi-$33.7 yezigidi, esiquka i-$28.8 yezigidi kwimali yokulungisa kunye ne-$4.9 yezigidi kwimali yokulungisa. Izicwangciso zenkxaso-mali ezivunyiweyo ngoku zizonke ziyi-$39.1 yezigidi, kuquka i-$31.5 yezigidi kwimali yokulungisa kunye ne-$7.6 yezigidi kwimali yokulungisa. I-STEP iya kuqhubeka nokuvavanya nokulawula izixhobo zayo ezinabasebenzi kunye neenkqubo zenkxaso-mali ngokusekelwe kwimfuno yemarike yeenkonzo ze-STEP.
Iziganeko ezalandelayo Ngomhla wesi-3 ku-Agasti 2021, i-STEP yenze isivumelwano sesibini esilungisiweyo kunye neqela leenkampani zemali ukuze kwandiswe umhla wokuphelelwa kwesibonelelo sayo setyala ukuya kutsho ngomhla wama-30 kuJulayi 2023, kunye nokulungisa nokwandisa ixesha lokunganyamezelani kwesivumelwano (Izivumelwano ezithile njengoko zichazwe kwiSibonelelo seTyala). Ukuze ufumane ulwazi oluthe kratya, jonga i-Capital Management – ​​Debt in the Company's MD&A yomhla we-11 ku-Agasti 2021.
I-STEP ineeyunithi ezili-16 zeetyhubhu ezijijekileyo kwi-WCSB. Iiyunithi zeetyhubhu ezijijekileyo zenkampani zenzelwe ukusebenzela imingxuma enzulu ye-WCSB. Imisebenzi ye-STEP yokwaphuka kwe-cracturing igxile kwiibhloko ezinzulu nezinzima ngakumbi kwezobuchwepheshe e-Alberta nakumntla-mpuma weBritish Columbia. I-STEP ine-282,500 HP, apho i-15,000 HP ifuna imali yokuhlaziya. Malunga ne-132,500 horsepower iyafumaneka nge-dual fuel capacity. Iinkampani zisebenzisa okanye zingasebenzi iiyunithi zeetyhubhu ezijijekileyo okanye i-fracturing horsepower ngokusekelwe kubuchule bemarike bokuxhasa ukusetyenziswa okujoliswe kuko kunye nembuyekezo yezoqoqosho.
(1) Jonga imilinganiselo engeyiyo i-IFRS.(2) Usuku lokusebenza luchazwa njengayo nayiphi na imisebenzi yokuqhekeza iityhubhu ezijijekileyo kunye nokuqhekeka eyenziwa kwixesha leeyure ezingama-24, ngaphandle kwezixhobo zokuxhasa.(3) Imele zonke ii-HP eziphethwe yiKhanada, apho ezingama-200,000 zazo zisetyenziswa ngoku kwaye ezinye ezili-15,000 zifuna ukulungiswa nokuhlaziywa.
Ikota yesi-2 ka-2021 Xa kuthelekiswa nekota yesi-2 ka-2020 Ikota yesi-2 ka-2021 ishishini laseKhanada liphucuke kakhulu kwixesha elifanayo kunyaka ophelileyo. Xa kuthelekiswa nekota yesibini ka-2020, ingeniso inyuke nge-$59.3 yezigidi, apho ingeniso ye-fracturing inyuke nge-$51.9 yezigidi kwaye ingeniso ye-coiled tube inyuke nge-$7.4 yezigidi. Ukwanda kwengeniso kubangelwe yimisebenzi yokubhola nokugqiba ye-WCSB kunye nokwanda komxube wabathengi. Ukwanda kwemisebenzi kubangelwe ngamaxabiso aphezulu eemveliso ezivela kwixabiso eliphantsi kwikota yesibini ka-2020, nto leyo ephucule uqoqosho lwabathengi.
I-EBITDA elungisiweyo kwikota yesibini ka-2021 yayiyi-$15.6 yezigidi (21% yengeniso) xa ithelekiswa ne-$1.0 yezigidi (7% yengeniso) kwikota yesibini ka-2020. Ukuphuculwa komda kube sisiphumo solwakhiwo oluphantsi lweendleko zenkxaso ngenxa yokuncipha kwenani leentloko zentengiso, jikelele kunye nolawulo (“SG&A”) oluqaliswe ngo-2020 kwaye lugcinwe kakhulu kwikota yesibini ka-2021. Ukunciphisa iindleko ngenxa yokuncipha kwenani leentloko zerhafu kuncitshiswa ngokuyinxenye kukubuyiselwa kwemali emva komvuzo ukususela ngoJanuwari 1, 2021. Ukuphucula ngakumbi kwimida kukungabikho kweepakethe zokuqesha abasebenzi, ezifikelele kwi-$1.3 yezigidi kwikota yesibini ka-2020. Ikota yesibini ka-2021 ibandakanya i-$1.8 yezigidi kwi-CEWS (Juni 30, 2020 - $2.8 yezigidi), eyabhalwa njengokunciphisa iindleko zabasebenzi.
I-Canadian Fracking iqhube ii-spreads ezine kwikota yesibini ka-2021, xa kuthelekiswa nee-spreads ezimbini kwikota yesibini ka-2020, njengoko ukwanda komsebenzi wokugrumba kuphucule imfuno yenkonzo. Umsebenzi uzuze kubathengi abanobuchule abahlala besebenza ngakumbi kwikota yesibini, nto leyo edla ngokuphawulwa kukuhla kwesantya kushishino okubangelwa kukwaphuka kwentwasahlobo. Ukusetyenziswa okwandayo yi-pad enkulu esuswe kwi-STEP Q1 2021 ukuya kwi-Q2 2021. Oku kubangele ukwanda kweentsuku zoshishino ukusuka kwiintsuku ezili-14 kwikota yesibini ka-2020 ukuya kwiintsuku ezili-174 kwikota yesibini ka-2021.
Ukwanda okukhulu komsebenzi kukhokelele ekunyukeni kwengeniso ye-$51.9 yezigidi xa kuthelekiswa nekota yesibini ka-2020. Ingeniso ngosuku lweshishini nayo inyukile ukusuka kwi-$242,643 kwikota yesibini ka-2020 ukuya kwi-$317,937 ngenxa yomxube wabathengi kunye nokwakhiwa. I-STEP isebenze nabathengi kwimisebenzi emikhulu yeqonga elinemithombo emininzi, yandisa amandla ehashe kunye neemfuno zezixhobo zokuxhasa, ngelixa uyilo lonyango lokwakhiwa okukhuthaziweyo lukhokelele ekwandeni kokumpompa kwepropant. Ingeniso eyongeziweyo kunye nokusebenza kakuhle kweendleko ezinxulumene nokusebenza kwiipads ezinkulu kubangele ukuphuculwa kwenzuzo kwangoko.
I-STEP isebenzisa isiphelo sangoku xa ubomi bayo obuqikelelweyo bungaphezulu kweenyanga ezili-12. Ngokusekelwe kuphononongo lwembali yokusetyenziswa, eKhanada, isiphelo solwelo sibalwa njengekhapitali. Nangona kunjalo, ukuba inkampani ibibala isiphelo solwelo, iindleko zokusebenza zeenyanga ezintathu eziphele ngoJuni 30, 2021 bezinokunyuka malunga ne-$0.9 yezigidi.
Iityhubhu ezijijekileyo zaseKhanada nazo zizuze kwixesha lokuqhekeka kwentwasahlobo elingasebenzi ngendlela engaqhelekanga, kunye neentsuku ezingama-304 zokusebenza xa kuthelekiswa neentsuku ezingama-202 kwikota yesibini ka-2020. Ukwanda kweentsuku zokusebenza kukhokelele kwingeniso ye-$17.8 yezigidi kwiinyanga ezintathu eziphele ngoJuni 30, 2021, ukunyuka kwama-70% kwingeniso ye-$10.5 yezigidi kwikota efanayo ngo-2020. Ukunyuka kweyunithi zabasebenzi kunye nokuguqulwa kokunciphisa imivuzo okwenziwe ngo-2020 kukhokelele kwiindleko eziphezulu zomvuzo, okukhokelele ekunciphiseni kancinci kwimida yenzuzo ethe ngqo njengepesenti yengeniso.
Ikota yesiBini yowama-2021 xa ithelekiswa nekota yoku-1 yowama-2021. Ingeniso iyonke yaseKhanada kwikota yesiBini yowama-2021 yayiyi-$73.2 yezigidi, ihle ukusuka kwi-$109.4 yezigidi kwikota yoku-1 yowama-2021. Imisebenzi ithwale amandla athile afunyenwe kwikota yokuqala yowama-2021 ukuya kwikota yesibini, nangona inani leerigi linciphile ngama-50% ukusuka kwi-145 kwikota yokuqala yowama-2021 ukuya kwi-72 kwikota yesibini yowama-2021. Ikota yesibini ibisoloko iphawulwa kukuhla kwesantya kushishino lonke ngenxa yokuqhekeka kwentwasahlobo. Ingeniso yokuqhekeka kwexabiso yehle nge-$32.5 yezigidi, ngelixa ingeniso yetyhubhu edibeneyo yehle nge-$3.7 yezigidi.
I-EBITDA elungisiweyo kwikota yesibini ka-2021 yayiyi-$15.6 yezigidi (21% yengeniso) xa ithelekiswa ne-$21.5 yezigidi kwikota yokuqala ka-2021 (20% yengeniso). Iimali ezishiyekileyo zichaphazeleke ziindleko eziphezulu zomvuzo, kodwa zancitshiswa kukuncipha okukhulu kwempahla ethunyelwa ngaphandle, nto leyo enike ithuba lokuthengwa kwezithuthi ezithengiswayo ngaphakathi ngenxa yomsebenzi omncinci. Ikota yesibini ka-2021 ibandakanya i-CEWS ye-$1.8 yezigidi, ukwehla okukhulu ukusuka kwi-$3.6 yezigidi ezirekhodwe kwikota yokuqala ka-2021.
Ingeniso kunye ne-EBITDA ehlengahlengisiweyo kwikota yesibini ka-2021 zidlule kulindelo ngenxa yamanqanaba aphezulu emisebenzi njengoko ukufumaneka kwezixhobo okuncinci kunye neeshedyuli ezixineneyo kwikota yokuqala zityhalele iiprojekthi zemali zabathengi kwikota yesibini.
Le nkampani inomsebenzi owaneleyo wokuqinisekisa ukuqhubeka kokusebenza kweendawo ezine zokuqhekeka kwikota yesibini ka-2021, nangona kunjalo, ukufika kothutho lweSpring Festival kubangele ukwehla kwama-38% kwiintsuku zokusebenza ukuya kwisithathu ukusuka kuma-280 kwiinyanga ezintathu eziphele nge-31 kaMatshi 2021, iintsuku ezili-174 zekota yenyanga ephela nge-30 kaJuni 2021. I-STEP irhoxisa iitoni ezingama-275,000 zepropant kunye neetoni ezili-142 kwisigaba ngasinye kwikota yesibini ka-2021 kunye neetoni ezingama-327,000 kunye neetoni ezili-102 kwisigaba ngasinye kwikota yokuqala ka-2021.
I-Coiled Tubing ikwazile ukuqhubeka nokuqesha iiyunithi ezisixhenxe ze-coiled tube njengoko imisebenzi izuze kukwanda kokugaya kunye nezinye iindlela ezahlukeneyo ezibangelwe ngumsebenzi ophezulu wokubhola kunye nokuqhekeka. Iintsuku zoshishino kwikota yesibini ka-2021 beziziintsuku ezingama-304, zisezantsi ukusuka kwiintsuku ezingama-461 kwikota yokuqala ka-2021, kodwa zingaphezulu kolindelo olulinganiselweyo oluhambelana nokucotha kokuqhekeka kwentwasahlobo.
Kwiinyanga ezintandathu eziphele ngoJuni 30, 2021, xa kuthelekiswa neenyanga ezintandathu eziphele ngoJuni 30, 2020, njengoko uqoqosho lwaseMntla Melika luqala ukubuyela kwimeko yesiqhelo emva kokudodobala kwembali, ingeniso evela kwimisebenzi yaseKhanada inyuke kwisiqingatha sokuqala sika-2021 xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo ubhubhane we- $59.9 yezigidi. Uphuculo luqhutywe yimisebenzi yokuqhekeka, eyonyuse ingeniso nge-$56.2 yezigidi ngelixa iintsuku zokusebenza zonyuke nge-11 kuphela. Xa kuthelekiswa nowama-2020, imisebenzi ye-STEP-supplied propant yonyuse ingeniso ngosuku ngalunye lweshishini nge-48%. Ingeniso ye-coiled tube inyuke nge-$3.7 yezigidi ezivela kwiinkonzo zokupompa kunye nokubuyiselwa kwexabiso eliphantsi, nangona ukwehla kwe-2% kwiintsuku zokusebenza ngenxa yokwanda kolwelo oluncedisayo.
I-EBITDA elungisiweyo kwiinyanga ezintandathu eziphele ngoJuni 30, 2021 ibiyi-$37.2 yezigidi (20% yengeniso) xa ithelekiswa ne-$21.9 yezigidi (18% yengeniso) kwixesha elifanayo ngo-2020. Iimali ezishiyekileyo ziphantsi koxinzelelo lokunyuka kwamaxabiso kwiindleko zezinto eziphathekayo ngenxa yemida yokunikezelwa kweenkonzo kwihlabathi liphela kunye nokuguqulwa kokunciphisa imivuzo ekuqaleni kuka-2021. Ezi zinto zincitshiswe yingeniso ephezulu kunye nolwakhiwo olucwangcisiweyo lweendleko zokuqhuba kunye nenkxaso oluqaliswe ngabaphathi ekupheleni kwekota yokuqala ka-2020. Inzuzo yeenyanga ezintandathu eziphele ngoJuni 30, 2020, ekuqaleni kobhubhane, i-$4.7 yezigidi ekuqeshweni okunxulumene nokusebenza ngokulinganisa ngokufanelekileyo kwachaphazeleka kakubi. Kwiinyanga ezintandathu eziphele ngoJuni 30, 2021, i-CEWS yeshishini laseKhanada irekhodwe kwi-$5.4 yezigidi, xa ithelekiswa ne-$2.8 yezigidi kwixesha elifanayo ngo-2020. Uhlolo lwezeMali kunye nokuSebenza lwase-US
Imisebenzi ye-STEP yase-US yaqala ukusebenza ngo-2015, inika iinkonzo ze-coiled tube. I-STEP ineendawo ezili-13 zokufaka ii-coiled tubes kwiPermian kunye neEagle Ford Basins eTexas, iBakken Shale eMntla Dakota, kunye neUinta-Piceance kunye neNiobrara-DJ Basins eColorado. I-STEP yangena kwishishini le-fracturing lase-US ngo-Epreli 2018. Ishishini le-fracturing lase-US line-207,500 HP kwaye lisebenza ikakhulu kwiPermian kunye neEagle Ford Basins eTexas. Ulawulo luyaqhubeka nokulungisa amandla kunye nokusasazwa kwengingqi ukuze kuphuculwe ukusetyenziswa, ukusebenza kakuhle kunye nokubuyiselwa kwemali.
(1) Jonga imilinganiselo engeyiyo ye-IFRS.(2) Usuku lokusebenza luchazwa njengayo nayiphi na imisebenzi yokuqhekeza iityhubhu ezijijekileyo kunye nokuqhekeka okwenziwe kwixesha leeyure ezingama-24, ngaphandle kwezixhobo zokuxhasa.(3) Imele i-HP iyonke ephethwe yi-United States.
Ikota yesiBini yowama-2021 xa ithelekiswa nekota yesiBini yowama-2020 Ikota yesiBini yowama-2021 ibilixesha elibalulekileyo eMelika njengoko ishishini livelise ukukhula okuhle okokuqala ukusukela ekuncipheni okungazange kwenzeke kwimisebenzi yoqoqosho ngenxa yobhubhane ekupheleni kwekota yokuqala ka-2020. ye-EBITDA ehlengahlengisiweyo. Kwikota yesibini ka-2021, i-United States ifake kwakhona ipompo ye-frac enamandla angama-52,250 enezixhobo ze-fuel ezimbini ezisebenzisa ezinye iindlela zegesi yendalo ukunciphisa ukusetyenziswa kwedizili kunye nokunciphisa impembelelo yokusingqongileyo. Abathengi bethu babona ezi ndleko zenkunzi njengenzuzo njengoko bejonge ukuqinisa iinkqubo zabo ze-ESG kwaye zikhokelela kumaxabiso aphezulu kwimisebenzi ye-fracking. Ingeniso yeenyanga ezintathu eziphele ngoJuni 30, 2021 yayiyi-$34.4 yezigidi, ukunyuka kwe-28% ukusuka kwi-$26.8 yezigidi kwiinyanga ezintathu eziphele ngoJuni 30, 2020. Ingeniso ye-Fracking kwikota yesibini ka-2021 yayiyi-$19 yezigidi xa ithelekiswa ne-$20.5 yezigidi kwikota yesibini ka-2021. 2020. Ingeniso yemibhobho edibeneyo kwikota yesibini ka-2021 yayiyi-$15.3 yezigidi, xa ithelekiswa ne-$6.3 yezigidi kwikota yesibini ka-2020.
I-EBITDA elungisiweyo kwiinyanga ezintathu eziphele ngoJuni 30, 2021 yayiyi-$1.0 yezigidi (3% yengeniso) xa kuthelekiswa nelahleko ye-EBITDA elungisiweyo ye-$2.4 yezigidi (3% yengeniso) kwiinyanga ezintathu eziphele ngoJuni 30, 2020 engeyiyo i-9% yengeniso). Imida ichaphazeleke ziindleko eziphezulu zezinto eziphathekayo ngenxa yokunyuka kwamaxabiso kunye nokulibaziseka kwekhonkco lokubonelela ngeenkonzo kwihlabathi liphela, kunye nembuyekezo ephezulu njengoko kubiza kakhulu ukuqesha nokugcina abasebenzi abanamava.
Ngexesha lekota yesibini ka-2021, i-STEP US isebenze ii-fracking spreads ezimbini, ukwanda ukusuka kwikota yesibini ka-2020 xa ukuqhambuka kobhubhane kwabangela ukuba ukusasazeka kokusebenza kunciphe ukuze kuhambelane nokuncipha komsebenzi. Amaxabiso aphezulu eemveliso akhokelele kumsebenzi ophezulu wokugrumba kunye nokugqitywa, okubangele iintsuku zokusebenza ezili-146 kwikota yesibini ka-2021, xa kuthelekiswa neentsuku ezingama-59 kwikota yesibini ka-2020.
Ingeniso ngosuku ngalunye lweshishini yehle yaya kwi-$130,384 kwikota yesibini ka-2021, xa ithelekiswa ne-$347,169 kwikota yesibini ka-2020, njengoko umxube wabathengi kunye neekhontrakthi ubangele ukwehla okukhulu kwingeniso yepropant njengoko abathengi bakhetha ukufumana ipropant yabo. I-STEP ikwazile ukufikelela ekunyuseni amaxabiso okuncinci ekupheleni kwekota yesibini ka-2021, kodwa imakethi isaqhubeka nokhuphiswano.
Ukusetyenziswa kweetyhubhu ezijijekileyo kuphucuke ngeentsuku ezingama-422 kwikota yesibini ka-2021, ngelixa kusetyenzwa iiyunithi ezisibhozo zeetyhubhu ezijijekileyo, xa kuthelekiswa neeyunithi ezine ezisebenza iintsuku ezili-148 kwikota yesibini ka-2020. Ngelixa umsebenzi wekota yesibini eNtshona naseMzantsi Texas wawungahambelani, i-STEP ikwazile ukusebenzisa amathuba emarike ngenxa yobukho bemarike kunye nodumo lokuphunyezwa kwayo. Ishishini leetyhubhu ezijijekileyo likwafumene isabelo semarike kwimimandla yaseBakken naseRocky Mountains, kwaye i-STEP ilindele ukuqhubeka nale ndlela ukuya kwikota yesithathu, ngelixa iqinisekisa ukuzinikela kwabathengi ngomsebenzi omkhulu. Njengokuqhekeka, iityhubhu ezijijekileyo zijongene noxinzelelo lwamaxabiso njengoko abakhuphisana nabo bezama ukufumana isabelo semarike ngenxa yokubonelela ngokugqithisileyo kwezixhobo kunye neendlela zokubiza amaxabiso ezinzima. Ingeniso ngosuku kwikota yesibini ka-2021 yayiyi-$36,363 ngosuku, xa kuthelekiswa ne-$42,385 ngosuku kwikota yesibini ka-2020.
Ikota yesibini ka-2021 xa ithelekiswa nekota yokuqala ka-2021 ingeniso yase-US kwiinyanga ezintathu eziphele ngoJuni 30, 2021 ibiyi-$34.4 yezigidi, ukunyuka kwe-$6.9 yezigidi ukusuka kwi-$27.5 yezigidi kwikota yokuqala ka-2021. Ukunyuka kwengeniso kuqhutywe kukubuyiselwa komsebenzi wokubhola kunye nokugqitywa okuqhubekeke kuqhutywa ngamaxabiso aqinileyo eemveliso. Ukuqhekeka kwezakhi zofuzo kunegalelo le-$2.6 yezigidi kwingeniso eyongezelelekileyo, ngelixa ukuqengqeleka kwetyhubhu ebhityiweyo kunegalelo le-$4.3 yezigidi.
I-EBITDA ehlengahlengisiweyo kwikota yesibini ka-2021 yayiyi-$1 yezigidi okanye i-3% yengeniso, ukuphucuka kwilahleko ye-EBITDA ehlengahlengisiweyo ye-$3 yezigidi okanye i-11% yengeniso embi kwikota yokuqala ka-2021. Ukusebenza okuphuculweyo kunokubangelwa kukwanda kwengeniso egubungela isiseko seendleko ezisisigxina seshishini laseMelika. Amanyathelo olawulo lweendleko ze-Overhead kunye ne-SG&A aphunyezwe ngo-2020 aqhubeke kwikota.
Imarike yeenkonzo ze-fracking yase-US inokhuphiswano olukhulu kwaye i-STEP inokusebenzisa kuphela ukusasazeka kwe-fracking ezimbini kwikota yesibini ka-2021, nangona kunjalo, ukuphuculwa kwamaxabiso kunye namathuba amaninzi okushiywa ngenxa yokungqubana kweshedyuli kunika ithuba lokongeza ukusasazeka okongezelelweyo kwikota yesithathu. Inxalenye enye yesine. I-Fracking ibineentsuku zokusebenza ezili-146 kwikota yesibini ka-2021, uphuculo oluncinci ukusuka kwiintsuku ezili-134 kwikota yokuqala ka-2021. Ingeniso ngosuku ngalunye lweshishini inyuke ukusuka kwi-$122,575 kwikota yokuqala ka-2021 ukuya kwi-$130,384 kwikota yesibini ka-2021 ngenxa yokuxubana komsebenzi kunye nokubuyiselwa kwamaxabiso.
Ingeniso ye-STEP US coiled tube iphucuke kakhulu xa ithelekiswa nekota yokuqala ka-2021 njengoko amanqanaba emisebenzi enyuka. Iintsuku zoshishino zinyuke ukusuka kwiintsuku ezingama-315 kwikota yokuqala ka-2021 ukuya kwiintsuku ezingama-422 kwikota yesibini ka-2021. Ingeniso ye-coiled tube ibiyi-$36,363 ngosuku kwikota yesibini ka-2021, ukunyuka ukusuka kwi-$35,000 ngosuku kwikota yokuqala ka-2021 njengoko ukuphuculwa kwamaxabiso kwaqala ukubonakala. Iprofayili yeendleko yahlala izinzile ngokulandelelana, nto leyo eyabangela ukuba imida yokusebenza iphucuke njengoko ingeniso inyuka.
Kwiinyanga ezintandathu eziphele ngoJuni 30, 2021 xa kuthelekiswa neenyanga ezintandathu eziphele ngoJuni 30, 2020 E-United States, ingeniso evela kweli shishini ibiyi-$61.8 yezigidi kwiinyanga ezintandathu eziphele ngoJuni 30, 2021, xa kuthelekiswa neenyanga ezintandathu eziphele ngoJuni 30, 2021 Ingeniso ye-$112.4 yezigidi kwiinyanga ezintandathu eziphele ngoJuni 30, 2020 yehle ngama-45%. I-STEP US ibike ukuba iziphumo eziphucukileyo ekuqaleni kuka-2020 de kwaba kukwehla okungakaze kubonwe kwimisebenzi yezoqoqosho ngenxa yobhubhane okuqhubele amaxabiso eemveliso kwinqanaba eliphantsi lembali, okukhokelela ekunciphiseni okukhulu kwimisebenzi yokumba kunye nokugqiba. Ngo-2020, njengoko izinga lokukhula kweshishini liyehla, i-STEP yalungisa ngoko nangoko ubungakanani bemisebenzi kwaye yagxila kwizinto ezilawulekayo zenkampani. Nangona ingekho kumanqanaba angaphambi kobhubhane, uphuculo lwakutshanje kwingeniso kunye nemida yokusebenza zizibonakaliso ezilungileyo zokubuyela kwimeko yesiqhelo.
Ilahleko ye-EBITDA elungisiweyo kwiinyanga ezintandathu eziphele nge-30 kaJuni 2021 yayiyi-$2.0 yezigidi (i-3% yengeniso engeyiyo), xa ithelekiswa ne-EBITDA elungisiweyo ye-$5.6 yezigidi (5% yengeniso) kwixesha elifanayo ngo-2020. Imida ichaphazeleke yingeniso kunye noxinzelelo lokunyuka kwamaxabiso ezinto ezibonakalayo ezivela kwimida yobonelelo lwehlabathi kunye neendleko eziphezulu zembuyekezo ezivela kwindawo yokhuphiswano lwabasebenzi.
Imisebenzi yenkampani yahlukile kwimisebenzi yayo yaseKhanada naseMelika. Iindleko zokusebenza kwenkampani ziquka ezo zinxulumene nokuthembeka kweeasethi kunye namaqela okuphucula, kwaye iindleko eziqhelekileyo nezolawulo ziquka ezo zinxulumene neqela elilawulayo, ibhodi yabalawuli, iindleko zenkampani kawonke-wonke, kunye neminye imisebenzi ezuzisa imisebenzi yaseKhanada naseMelika.
(1) Jonga iMilinganiselo engeyiyo i-IFRS.(2) Ipesenti ye-Adjusted EBITDA ebalwe kusetyenziswa ingeniso epheleleyo yelo xesha.
Ikota yesibini ka-2021 xa ithelekiswa nekota yesibini ka-2020 Inkcitho yekota yesibini ka-2021 ibizizigidi ezisi-7 zeerandi, nto leyo ibingaphezulu kwezigidi ezisi-3.3 zeerandi kuneendleko zekota yesibini ka-2020 zezigidi ezisi-3.7 zeerandi. Ukunyuka kuquka i-1.6 yezigidi zeerandi zomthetho kunye neendleko zokusombulula imiba yetyala, kunye nokunyuka kweendleko zembuyekezo. Iindleko zembuyekezo beziphezulu xa kuthelekiswa nekota yesibini ka-2020, ekhankanye ukurhoxiswa kwembuyekezo yexeshana kunye nokususwa kweebhonasi njengeendlela zokunciphisa iindleko zokulawula impembelelo yobhubhane. Iinzuzo ze-CEWS nazo zehlile kwikota yesibini ka-2021 ($0.1 yezigidi kwikota yesibini ka-2021 xa kuthelekiswa ne-0.3 yezigidi kwikota yesibini ka-2020), kwaye imbuyekezo esekelwe kwisitokhwe ("SBC") inyuke nge-0.4 yezigidi zeerandi, ngokuyintloko Ngenxa yeeYunithi zeNkxaso zeXesha elide ezisekelwe kwimarike ("LTIP"), kunye nokunyuka kweendleko zokuqesha. Inkampani igcine kakhulu isicwangciso sokurhoxiswa esisisebenzise kunyaka ophelileyo ukunciphisa iindleko zesakhiwo senkxaso.