Yasungulwa ngo-1993 ngabafowethu uTom noDavid Gardner, i-Motley Fool isiza izigidi zabantu ukufeza inkululeko yezezimali ngewebhusayithi yethu, ama-podcast, izincwadi, amakholomu amaphephandaba, imibukiso yomsakazo kanye nezinsizakalo zokutshalwa kwezimali zeprimiyamu.
Yasungulwa ngo-1993 ngabafowethu uTom noDavid Gardner, i-Motley Fool isiza izigidi zabantu ukufeza inkululeko yezezimali ngewebhusayithi yethu, ama-podcast, izincwadi, amakholomu amaphephandaba, imibukiso yomsakazo kanye nezinsizakalo zokutshalwa kwezimali zeprimiyamu.
Ufunda isihloko samahhala esinemibono engase ihluke kwinsizakalo yokutshalwa kwezimali ye-Motley Fool premium. Yiba yilungu le-Motley Fool namuhla futhi uthole ukufinyelela okusheshayo ezincomweni eziphezulu zabahlaziyi, ucwaningo olujulile, izinsiza zokutshalwa kwezimali nokuningi. Funda kabanzi
Sawubona futhi wamukelekile ocingweni lwengqungquthela lwe-Chart Industries, Inc. ngokwemiphumela yekota yesithathu ka-2021. [Amanothi ku-Operators] Isimemezelo senkampani kanye nokucaciswa okwengeziwe kukhishwe namhlanje ekuseni. Uma ungasitholanga isitatimende sabezindaba, ungasifinyelela ngokuvakashela iwebhusayithi ye-Chart ku-www.chartindustries.com. Ukuphindwa kwesicelo sanamuhla kuzotholakala ngemuva kocingo kuze kube uLwesine, umhla zingama-28 kuMfumfu, 2021.
Ulwazi mayelana nokuphinda kufakwe kufakwe esitatimendeni sabezindaba senkampani. Ngaphambi kokuba siqale, inkampani ingathanda ukukukhumbuza ukuthi izitatimende ezingezona ezomlando ezenziwe kulolu cingo lwengqungquthela empeleni ziyizitatimende ezibheke phambili. Sicela ubheke ulwazi mayelana nezitatimende ezibheke phambili kanye nezici eziyingozi eziqukethwe esitatimendeni semali engenayo senkampani kanye namafayela asanda kwenziwa ne-Securities and Exchange Commission. Inkampani ayibophekile ukubuyekeza noma ukubuyekeza noma yiziphi izitatimende ezibheke phambili esidlangalaleni.
Ngiyabonga Gigi. Sanibonani nonke ekuseni, futhi ngiyabonga ngokujoyina nathi namuhla ocingweni lwethu lwemali engenayo lwekota yesithathu ka-2021 kanye nokubuyekeza umbono wethu ka-2022. UJoe Brinkman, iqhawe le-Chart Industrial Gases futhi manje isikhulu sethu sezezimali, ozongijoyina namuhla, ozoninika imiphumela yekota kamuva ocingweni. Ingxoxo yanamuhla ikabili futhi ifana nalokho enikuzwile kwezinye izinkampani, ngiyaqiniseka. Okokuqala, izinselele ezinkulu zesikhathi esifushane esibhekane nazo kwikota yesithathu, umthelela wazo kwikota yethu, kanye nezenzo esizithathile futhi esiqhubeka nokuzithatha ukuze sibhekane nesiphepho futhi sinikeze imali engenayo eqinile ngokwesakhiwo, njengoba besilindele eminyakeni ezayo. Okwesibili, sibona umsebenzi oqinile oqhubekayo ezinhlobonhlobo zama-oda futhi zonke izinkomba zikhomba isidingo esiqhubekayo semikhiqizo yethu.
Ngakho-ke, kusukela ngesilayidi sesine sedekhi eyengeziwe ekhishwe namuhla. Incwadi yethu yama-oda engu-$350M ku-Q3 2021 ikhombisa ukukhula okuqhubekayo kwesidingo kulo lonke ibhizinisi, ngaphezu kwalokho ebesikulindele ekuqaleni kwekota njengoba besingalindele noma sithole ama-oda amakhulu okuphuza utshwala ku-Q3, okulindelwe kwethu kucishe kube yizigidi ezingama-300 zamaRandi. Ama-oda kule kota abe phezulu ngo-33% kunasekoteni yesithathu ka-2020, okwaholela ekutheni incwadi yethu yama-oda ibe phezulu ngo-53% kunasezinyangeni zokuqala eziyisishiyagalolunye zika-2020. Ngaphezu kwalokho, ama-oda emikhiqizo ekhethekile akhuphuke ngaphezu kuka-100% kule kota uma kuqhathaniswa nekota yesithathu ka-2020 nangaphezulu kuka-150% ngonyaka kuze kube manje. I-Cryo Tank Solutions iphinde yaveza ukukhula okumangalisayo phakathi nalezi zikhathi, ikhuphuke ngo-35% kule kota kanye no-53% ezinyangeni eziyisishiyagalolunye.
Ama-oda kwikota yesithathu abe negalelo kwikota yethu yesine elandelanayo yokulahlekelwa yirekhodi, manje esengaphezu kuka-$1.1 billion, okuqinisa ukuzethemba kwethu embonweni wethu ka-2022 futhi manje sibona amazinga aphezulu omsebenzi we-oda ngendlela ezinzile yekota. Sikhomba ohlangothini lwesobunxele lwesilayidi sesine, lokhu kubonisa lokho esikubheka njengezinga elisha elijwayelekile lama-oda ekota esililindele. Ngaphambi kwe-COVID nangaphambi kwesikhathi samandla ahlanzekile, noma phakathi kuka-2016 no-2019, isilinganiso sama-dollar ayizigidi ezingama-238 sekota manje sidlula njalo ama-$300 million ngekota. Kunezinye izinto ezimbalwa okufanele uziqaphele e-odeni lethu esiliphethe kule kota. Sibeke ama-oda angama-60 abiza ngaphezu kuka-$1 million ngalinye kwikota yesithathu kanye nama-152 kulo nyaka. Ikota yesithathu yayiyikota yesibili ilandelana kithi ngama-oda angama-60 abiza ngaphezu kuka-$1 million. Sithole nama-oda amasha angama-20 kanye nama-oda angama-65 avela kumakhasimende amasha.
Kusukela ekuqaleni konyaka kuze kube yikota yesithathu ka-2021, wonke ama-oda ethu ezigaba zemikhiqizo ekhethekile adlule amazinga awo ama-oda ahambisanayo kuwo wonke u-2020. Ngamanye amazwi, ezinyangeni eziyisishiyagalolunye zokuqala zonyaka, inani lama-oda emikhiqizo ekhethekile kuzo zonke lezi zigaba lidlule inani lezinyanga eziyi-12 ezigcwele zika-2020. Ama-oda okuphuza kwikota yesithathu akhuphuke ngo-68% uma kuqhathaniswa nekota yesithathu ka-2020, eqhutshwa ukubhukha okusheshayo nokulethwa, futhi uma kubhekwa amazinga ezindleko zezinto ezibonakalayo zamanje. Ngenxa yalokho, ingxenye yebhizinisi ayizange ibhekane nokwehla kwenzuzo ngenxa yokwanda kwezindleko zezinto ezibonakalayo. Siqala ukubona ukululama okuthile, yize sekwephuzile kunalokho ebesikulindele, ezimakethe zendabuko zikawoyela negesi, okuhlanganisa ukuhlola igesi yemvelo kanye nokucindezelwa, lapho okushintshanisa ukushisa okupholile emoyeni kunamanani aphezulu kakhulu e-oda ezinyangeni ezimbili zika-2020-2021, ngiyaxolisa. Ngo-Agasti nangoSepthemba, ikota yesithathu ka-2021 kwakuyikota enama-oda amaningi kakhulu okushintshanisa ukushisa okupholile emoyeni.
Esinye isibonelo lapho imikhiqizo yethu ingaxhunywanga ezingeni lama-molecule. Ngakho-ke, uma nje ushintsho lwamandla luqhubeka, sizozuza ekubuyiselweni kukawoyela. Ngakho-ke manje ake sibheke imininingwane yomthwalo wezindleko nokuthi yiziphi izinyathelo ezithathiwe ukuze kulungiswe ukudonswa okuqhubekayo okulindelekile kulezi zindleko eziphakeme kunalokho obekulindelwe kumaslayidi 5 no-6. Nakuba silindele ukuthi ikota yesithathu ka-2021 ibe yizinga eliphansi kakhulu lomthelela omubi ku-margin ngenxa yalezi zinkinga zezindleko, njengoba ezinye zalezi zinkinga sezixazululiwe - zincishisiwe ngokuphelele, ezinye zisekhona futhi zizoncishiswa njengoba kuthathwa izinyathelo zokubuyisela. silindele ukuthi i-margin ithuthuke kuma-quarter alandelayo, kodwa futhi silungisa isiqondiso sethu sekota elandelayo, kufaka phakathi izinguquko esikhathini sokuthengisa kanye nengcindezi yamanani. Sishilo ngaphambilini ukuthi silindele ukuthi i-Q3 2021 izoqapha ukuthi izindleko zezinto ezibonakalayo kanye nokutholakala kuyathuthuka noma kuyawohloka bese isabela ngokushesha. Izinto zaba zimbi kakhulu kule kota.
Naphezu kokukhula okunamandla kwama-oda kanye nokusilela emuva, izinkinga zezokuthutha kanye nezabasebenzi ochungechungeni lokuhlinzeka zithinte imiphumela yethu. Siphendule ngokushesha ngama-markup, ukwenyuka kwentengo okwengeziwe kanye nezindleko zokusebenza eziphansi, kodwa akukho neyodwa yezenzo zethu zangaphakathi kwekota eyaba nomthelela osheshayo emalini engenayo kule kota. Njengamanje sibikezela umsebenzi oqhubekayo kanye nezikhathi zama-markup kanye nokusebenza kahle okujwayelekile kwabasebenzi kanye nokusebenza okuholela ekubuyeleni ema-margins ajwayelekile, isinyathelo sokuqala sesinyathelo siqala kwikota yesine futhi siqhubeke kuze kube yikota yesibili ka-2022, okufakiwe esibikezelweni sethu sonyaka ka-2022. Ake sibuyele emuva siqonde izinkinga nokuthi senzani ngazo. Isilayidi 5, umugqa wokuqala ukhombisa ukuthi izindleko zezinto zokwakha ziqhubeke kanjani nokwenyuka ngokushesha kwikota yesithathu ka-2021, lapho ukusetshenziswa kwensimbi engagqwali, i-aluminium kanye ne-carbon steel kukhuphuka ngo-12%, 18% kanye no-24% ngokulandelana kusukela ngoJuni 30 kuya kuSepthemba 30. Kusukela ngoJulayi 1, senze ukwenyuka kwentengo okukhulu.
Asibonanga ushintsho olukhulu ku-Q3 ngenxa yokwenyuka kwesikhathi sethu kanye nezindleko zekota. Ngaphezu kwalokho, siqale ukwengeza inkokhelo eyengeziwe kuwo wonke ama-oda amasha kusukela maphakathi nekota yesithathu ka-2021 futhi saphakamisa amanani futhi ngo-Okthoba 2021. Umsebenzi wethu wokuklama ukuvumela ukuthi usethe amanani amanje ezinto zokwakha ngesikhathi sokusebenza kwesicelo. Ngakho-ke, zonke lezi zingcaphuno nazo zibuyekeziwe. Umugqa wesibili ukhombisa ukuphazamiseka kochungechunge lokuhlinzeka, kungaba ukuminyana kwechweba, abashayeli, amaloli, ama-container, ukutholakala kwezinto zokwakha. Ngokusobala akukho kulokhu okuhlobene neshadi futhi ithimba lethu lisebenza ukunciphisa umehluko wesikhathi sokuthengisa ngenxa yokuphazamiseka kochungechunge lokuhlinzeka. Kodwa-ke, lokhu kuvuselela kakhulu ukulwa kwethu nesitoko sokuphepha, okuthinta ukuhamba kwemali kwamahhala esikhathini esifushane. Uma sikhuluma ngokutholakala komshayeli neloli, umugqa wesithathu ukhombisa inkinga evame ukungakhulunywa ngayo, kodwa ebhubhisa kakhulu, engalindelekile esibe nayo phakathi kuka-Agasti 11 no-Okthoba 7.
Abaphakeli bethu begesi yezimboni babeke umcimbi we-force majeure ekuhlinzekweni kwe-nitrogen ne-argon kumakhasimende egesi yezimboni, okuhlanganisa nathi, ngenxa yokwanda kwesidingo se-oxygen ngenxa ye-COVID-19, ikakhulukazi e-United States. Nakuba sinelungelo lokusebenzisa elinye lamaloli ethu aqashiwe emikhumbi yethu eqashiwe nokuqasha umshayeli oqinisekisiwe ukuletha igesi yemvelo ngenethiwekhi yethu yokusabalalisa ukuze siqhubeke nokukhiqiza kwethu, lokhu kwehluleka kuye kwandisa izindleko zethu zokusebenza kanye nokungasebenzi kahle. Ngakolunye uhlangothi oluhle, lo mcimbi we-force majeure wasuswa ngo-Okthoba 7 futhi ukusatshalaliswa sekubuyele esimweni esijwayelekile. Iya kusilayidi sesithupha, umugqa wesine. Sibhekene nezinkinga zokutholakala kwabasebenzi kanye nezindleko, okuhlanganisa nomthelela we-COVID-19 kubasebenzi.
Sikholelwa ukuthi sithathe izinyathelo ezanele ukuqinisekisa ukuthi asithinteki yizinkinga zabasebenzi kwikota yesine, ngaphandle kokukhushulwa ngqo komholo wehora, okungeyona eyesikhashana futhi kwaqaliswa kwikota yesithathu ngenxa yokugcina nokuqasha inani elikhulu labasebenzi bokukhiqiza. Phakathi nekota, siqashe abantu abangu-372, futhi abangaphezu kuka-98% basenathi. Ngenkathi sizoqhubeka nokukhulisa amaholo, sisebenzise nezikhuthazo zokubhalisa phakathi nekota, okwathinta kabi izindleko kodwa azifakwanga emholweni oyisisekelo. Inkinga yesibili yabasebenzi eyathuthuka kakhulu ngo-Okthoba ukwanda okusha kwe-COVID-19 ezindaweni zethu zokukhiqiza zase-US. Kusukela mhla lu-1 ku-Agasti kuya kumhla zingama-30 kuSepthemba, isilinganiso esingu-3.7% sabasebenzi bokukhiqiza ezindaweni zethu ezibalulekile zase-US babengekho isonto lonke ngenxa ye-COVID-19.
Besinabantu abambalwa kakhulu abasebenza ngqo kulezi zitolo kusukela ngo-Okthoba. Lokhu kudale ukungasebenzi kahle okwengeziwe kokusebenza, izinguquko zeshejuli, kanye namashifu engeziwe njengoba umsebenzi wethu oqondile wawuhlanganisa izindawo ezahlukene zesitolo. Phakathi nekota, izindawo zethu ezimbili zokukhiqiza zavalwa okwesikhashana ngenxa yeSiphepho i-Ida, okwaholela ekulahlekelweni kwamahora ebhizinisi. Lezi yimiphumela yesikhashana engenamonakalo noma umphumela ohlala njalo noma ohlala njalo. Okokugcina, silindele futhi sihlela ukuqhubeka nokuphoqelela izinyathelo zomthetho zamandla zaseShayina emahhovisi ethu eShayina. Lapho kudingeka khona, sithuthukise amasu ahlukahlukene okunciphisa. Kodwa ngalesi sikhathi, ukunikezwa kukagesi kwamasonto onke ebhizinisini lethu laseShayina kuzoba yisihlanu esivamile, umkhawulo emibili noma emine evamile, umkhawulo emithathu, futhi uma isimo samanje singashintshi phakathi nekota, sizofika maphakathi nekota yethu yesine ngaphandle komkhawulo owengeziwe. Isibikezelo saseShayina.
Thina — besilokhu sisabela ezinguqukweni zezindleko zezinto kanye nezinye izinguquko zezindleko ngokukhuphuka kwentengo kanye nezindleko ezengeziwe. Ungabona kusilayidi 7 ukwanda kwezindleko zezinto ezibonakalayo engxenyeni ephezulu yesilayidi. Kusukela ekuqaleni konyaka, izigaba zethu ezintathu eziyinhloko zezinto zokusetshenziswa: insimbi engagqwali, i-aluminium kanye nensimbi yekhabhoni zikhule ngo-33%, 40% kanye no-65% ngokulandelana. Ezinsukwini zokuqala ezingama-20 zika-Okthoba, sibone amanani e-carbon kanye nensimbi engagqwali ezizinzile, kodwa ngenxa yesimo se-magnesium, amanani e-aluminium aqhubeka nokukhuphuka futhi ukutholakala kwehla. Njengoba ngishilo lokho, ngaphambi kokuba ngikhulume ngamanani adingekayo kanye namaphrimiyamu esiwafakayo, kanye nezizathu zomehluko phakathi kwalezi zindlela, ake ngikhulume ngezinga lethu lokududuzeka ngesitoko sokuphepha. Njengoba wazi, kusukela ekuqaleni konyaka besilokhu sandisa isitoko sokuphepha lapho kunengqondo ukwandisa okwesikhashana ibhalansi yesitoko ngaphezu kwesilinganiso, okuzothinta ukuhamba kwemali kwamahhala. Kodwa-ke, lesi sinqumo esihlakaniphile sisivumele ukuthi singaphuthelwa ukulethwa okukodwa okukhulu kumakhasimende ethu.
Isibonelo, singene ezinkontilekeni ezithile zonyaka owodwa nowesibili, sinikeza ukonga izindleko engxenyeni yokuqala ka-2022 uma kuqhathaniswa namazinga amanje ngokusekelwe esikhathini esithole ngaso umnikelo. Ngokuphathelene namanani, asilindele ukuthi izindleko zezinto ezibonakalayo zikhuphuke, njengoba zenze kusukela ekupheleni kwekota yesibili kuya ekupheleni kwekota yesithathu, ngokulandelana. Lapho sibona lokhu, ngaphezu koshintsho lwamanani oluqaliswe kusukela ngoJulayi 1 kanye nokucashunwa kabusha kwazo zonke izinto zokwakha izingcingo ezivulekile zamaphrojekthi anesikhathi sethenda, saphinde sethula inkokhelo eyengeziwe maphakathi nekota. Ngisho nalezi zinguquko, akwanele ukuhambisana nezindleko ezikhuphuka ngokushesha. Ngakho-ke, sisebenzise okunye ukukhuphuka kwamanani kuwo wonke ama-oda amasha, okuzoba okwesikhashana futhi okuhlala njalo, kuye ngomkhiqizo. Sisebenze futhi siyaqhubeka nokusebenza namakhasimende ethu egesi yezimboni ngezivumelwano zesikhathi eside zokusisiza sisebenzise indlela yokubeka amanani ezindleko zezinto ezibonakalayo kaningi kulezi zivumelwano, njengoba lezi zikhathi zokwehla kwamandla emali ziqhubeka futhi sisalele emuva endleleni yokulungisa yekota ngesikhathi sokwehla kwamandla emali okukhulu.
Kumakhasimende ethu aphumelele kulokhu futhi alondoloze ubudlelwano bethu besikhathi eside, le ndlela izobuyela esimisweni sayo esijwayelekile, kungaba njalo ngekota noma ngesigamu sonyaka, njengoba izimo zomnotho zithuthuka. Sibonga kakhulu wonke umuntu osebenza nathi ukuqinisekisa ukuthi singakwazi ukuletha imikhiqizo yabo njengoba kudingeka, kodwa benze kanjalo ngaphandle kokuphazamisa ibhizinisi lethu kabi. Okwesibili, sibonga labo abasebenza ekubuyiselweni emuva ngaphambi kokuthuthukiswa ukuze bakhokhele kahle izindleko ezengeziwe zokuthumela kwamanye ama-oda akhona ekubuyiselweni emuva kwethu. Uzoqaphela ukuthi sihlele lokhu kukhula ngezindlela ezimbili ezahlukene. Kwakuhlosiwe. Okokuqala, ngemva kokuba isimo sezindleko sithuthukile futhi sibuyela kokujwayelekile, amanye amanani ethu azohlala ezingeni eliphezulu, okuzoba yisinyathelo esijwayelekile kithi sokulungisa amanani njalo. Okwesibili yisibonelelo, esingesesikhashana, yize okwamanje singapheli. Ngakho-ke sizoba nokuqina kwentengo, kodwa thembeka kumakhasimende ethu ngoba azama ukuba nobulungiswa kithi.
Ngaphambi kokuba ngikhulume ngombono wethu ngo-2022, ngizodlulisela ithuba kuJoe ukuze akunike umbono jikelele wemizamo yethu yokunciphisa izindleko kanye nemiphumela yekota yesithathu.
Ngiyabonga Jill Islayidi sesishiyagalombili sibonisa izindleko ezithile zesakhiwo semvelo kanye nezenzo zokwandisa umthamo. Lokho okubonayo kulesi slayidi kufeza izinjongo ezimbili: okokuqala, ukunciphisa izindleko zokusebenza, kanti okwesibili, ukuqinisekisa ukuthi sinamandla afanele ezindaweni ezifanele ukuhlangabezana nezinsuku zokugcina zamakhasimende ethu. Ngakwesobunxele sekhasi, ungabona ingxenye encane yezinyathelo zokunciphisa izindleko esizithathile noma esizisebenzisile kwikota yesithathu. Lokhu akulona uhlu oluphelele. Sihlanganise indawo yethu yokukhiqiza epholile emoyeni yaseTulsa endaweni yethu yokukhiqiza yaseBeasley, eTexas, sakha indawo yokukhiqiza eguquguqukayo endaweni yethu yokukhiqiza yaseTulsa, esezigabeni ezahlukene zokuqaliswa, kuye ngomugqa womkhiqizo. Ukwengezwa kwemigqa yokukhiqiza eguquguqukayo eTulsa kusinika ukufinyelela kubasebenzi abanamakhono futhi kusivumela ukuthi sisuse imbobo yokukhiqiza kwezinye izindawo. Isibonelo, sesiqedile ukuthutha amapayipi kanye nezinhlangano ezifakwe i-vacuum insulation ezivela eNew Bragg, eMinnesota, futhi imali engenayo ehlobene kulindeleke ukuthi iqale kwikota yesine ka-2021.
Indawo efanayo yaseBeasley izoba nezindawo zethu zokulungisa nezinsizakalo eHouston, futhi ezinyangeni ezimbalwa ezizayo sizobe sihlangana nendawo yethu yokulungisa ezimele eHouston. Kumaslayidi ungabona ezinye zezinhlelo zokusebenza kahle ezenziwa e-US naseYurophu. Okokugcina, siyaqhubeka nokuthuthukisa isakhiwo sethu se-SG&A ngokususwa kwezikhundla ezithile kule kota. Okokugcina, siyaqhubeka nokuthuthukisa isakhiwo sethu se-SG&A ngokususwa kwezikhundla ezithile kule kota. Наконец, мы продолжаем совершенствовать нашуструктуру SG&A, исключая конкретные позиции в этом квартале. Okokugcina, siyaqhubeka nokuthuthukisa isakhiwo sethu se-SG&A ngokuqeda 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 сструктуру SG&A и в течение квартала сокращали определенные рабочие места. Ekugcineni, saqhubeka nokuthuthukisa isakhiwo sethu se-SG&A futhi sanciphisa imisebenzi ethile phakathi nekota.Esilayidini sesishiyagalolunye. Ukuthengiswa kwekota yesithathu ka-2021 bekungamaRandi ayizigidi ezingu-328.3, okukhuphuke ngaphezu kwama-20% kusukela kukota yesithathu ka-2020, ngokukhula okungokwemvelo okungu-13.4%. Njengesikhumbuzo, ukuthengiswa kweVenture Global Calcasieu Pass kwikota yesithathu ka-2020 bekungamaRandi ayizigidi ezingu-25.6 uma kuqhathaniswa cishe namaRandi ayizigidi ezingu-5 kwikota yesibili ka-2021. Nakuba kungekho mali engenayo ye-LNG enkulu ehlobene kwikota yesithathu ka-2021. Ngaphandle kokuthengiswa kwamaphrojekthi e-LNG amakhulu ngokuhamba kwesikhathi, imali engenayo engokwemvelo ikhuphuke ngo-25.2% kwikota yesithathu ka-2021 uma kuqhathaniswa nekota yesithathu ka-2020 futhi yanda ngo-13.6% unyaka nonyaka ngo-2021 uma kuqhathaniswa nokuqala kuka-2020.
Ukuthengisa kwikota yesithathu ka-2021 kufaka phakathi ukukhula okurekhodiwe kwekota ngekota kwemikhiqizo ekhethekile kanye nezixazululo zamathangi aqandisiwe. Ukuthengisa kwe-CTS kukhuphuke ngo-14.7% ngokulandelana kwe-QoQ 2021 kanye no-10% YoY, kuyilapho imikhiqizo ekhethekile ikhuphuke ngo-9.5% QoQ 2021 kanye no-108% YoY. .8% uma kuqhathaniswa nekota yesithathu ka-2020. Ukulungiswa okukhethekile, ukulungiswa kanye nemikhiqizo yokuqasha kubangele u-49.7% wesamba sokuthengisa kwethu. Cishe u-50% kwikota yesibili ilandelana kanye no-34.1% kuyo yonke i-2020. Inzuzo yethu yonke yekota yesithathu ka-2021 ithintwe kabi yizindleko ezichazwe yi-Gill. Inzuzo yonke ebikiwe yayingu-22.8% wokuthengisa, kufaka phakathi izindleko ezingaphindwaphindwa ezihambisana nezindleko zokuqalisa isikhungo, ukuhlanganiswa, ukuhlelwa kabusha kanye nokuhlanganiswa kwesikhungo. Kulungiswe ngokwezindleko ezingaphindwaphindwa, inzuzo ephelele elungisiwe njengephesenti lokuthengisa yayingu-26.5%, okubonisa umthwalo wethu wezindleko phakathi nekota ngenxa yokwanda okusheshayo kwezindleko zokuthutha impahla, uchungechunge lokuhlinzeka kanye nezinto zokwakha.
Inzuzo ephelele elungisiwe njengephesenti lokuthengisa ihlale injalo kusukela ku-Q3 2020, ngaphandle kwe-LNG, futhi yehle njalo kusukela ku-Q2 2021. Izinkinga zibe nomthelela omncane kunzuzo ephelele elungisiwe njengephesenti lemikhiqizo ekhethekile kanye nokuthengisa, ukulungiswa, izinsizakalo kanye nokuqashiswa. Inzuzo ephelele elungisiwe yemikhiqizo ekhethekile njengephesenti lokuthengisa yayingaphezu nje kuka-37%, ngokuhambisana nekota yesibili ka-2021, futhi ikhombisa umbono jikelele webhizinisi. Ibhizinisi leMikhiqizo Ekhethekile ngokuyinhloko liyintengo esekelwe ezintweni enezindleko zesikhashana, noma imikhiqizo enezikhathi zoku-oda okusheshayo, okubonisa izindleko zamanje emananini ethu amanje. Ukulungisa, ukunakekela kanye nenzuzo ephelele elungisiwe yokuqasha kwakuyi-28.7% yokuthengisa, okuhlanganisa nezindleko zokulungisa kabusha ezihlobene nesinqumo sethu sokuhlanganisa indawo yethu yokulungisa eHouston, eTexas. Inzuzo ephelele elungisiwe yi-RSL ikhuphuke ngamaphuzu ayisisekelo angu-510 ngokulandelana kwikota yesibili ka-2021, okuhlanganisa nokuthunyelwa okuphansi okuvela eShayina.
Okunzima kakhulu ngenzuzo ephelele nelungisiwe yizinhlelo zokudlulisa ukushisa. Isikhathi sokuqashelwa kwemali engenayo esekelwe kuphrojekthi, kucatshangelwa okuqukethwe kwengxenye ephezulu, isikhathi sokukhiqiza esilahlekile, kanye nenzuzo ephezulu. Ukwanda kwe-SG&A kwekota yesibili kusukela ku-2021 kuya kukota yesithathu kuqhutshwa ukwengezwa kwe-LA Turbine kanye ne-AdEdge. Ukwanda kwe-SG&A kwekota yesibili kusukela ku-2021 kuya kukota yesithathu kuqhutshwa ukwengezwa kwe-LA Turbine kanye ne-AdEdge.Ukwenyuka okulandelanayo kwezindleko ezijwayelekile nezokuphatha kusukela ku-Q2 2021 kuya ku-Q3 kuqhutshwa ukwengezwa kwe-LA Turbine kanye ne-AdEdge. 2021 年第二季度到第三季度SG&A 的连续增长是由LA Turbine 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 ne-AdEdge. Ukukhula okuqhubekayo kwe-SG&A kusukela ku-Q2 kuya ku-Q3 2021 kuqhutshwe ukwengezwa kwe-LA Turbine kanye ne-AdEdge.Kamuva, uGill uzoxoxa ngesikhathi sokubuyiselwa kwezindleko kanye nomthelela omkhulu wephrojekthi enzuzweni kumakota azayo. Islayidi 10 sibonisa i-EPS yethu elungisiwe yekota yesithathu kanye nonyaka kuze kube manje engu-$0.55 kanye no-$2.09, ngokulandelana, kufaka phakathi noma yimuphi umsebenzi wokuhlaziya kabusha imakethe lapho sitshale khona imali, okube nomthelela omuhle kwikota yesithathu kanye nasekuqaleni konyaka. Ukulungiswa kwe-EPS okuhlobene nezindleko ezithile zesikhathi esisodwa kufaka phakathi ukuhlela kabusha, inkokhelo yokuyeka umsebenzi, iziqalisi kanye nemigqa yokukhiqiza, kanye nezinye izindleko zesikhathi esisodwa. Njengoba abaphathi bethu becabanga ukuthi zizoqhubeka, kanye nesikhathi sokunciphisa okulindelekile okuvela ezenzweni zesakhiwo ozizwa ngazo, asifaki izinkinga ozizwa ngazo namuhla ngaphezu kwemiphumela emibi yokukhiqiza noma ukusebenza kahle. Ukuze siqaphele kakhulu izimpendulo ezilungiselelwe kanye ne-Q&A, sifake imininingwane ethile yesigaba kanye ne-First of a Kind, ulwazi olusha lwamakhasimende esihlokweni. Ukuze siqaphele kakhulu izimpendulo ezilungiselelwe kanye ne-Q&A, sifake imininingwane ethile yesigaba kanye ne-First of a Kind, ulwazi olusha lwamakhasimende esihlokweni. Ukuze sibe nomuzwa wesikhathi esiningi ngemibono elungiselelwe kanye ne-Q&A, sifake imininingwane ethile yesigaba kanye nolwazi lwamakhasimende amasha oluyingqayizivele kuhlelo lokusebenza. Ukuze sibe sesikhathini esengeziwe sokuphawula okulungiselelwe kanye ne-Q&A, sifake imininingwane yezingxenye ezithile futhi, okokuqala ngqa kuhlelo lokusebenza, imininingwane yamakhasimende amasha.
Ngaphezu kwalokho, sivame ukuthola imibuzo mayelana nezinsuku zokugcina zezicelo ze-10-Q. Sihlela ukukwethula kamuva namuhla.
Islayidi 10 asisho ukuthi sizohlinzeka ngesiqondiso sekota esikhathini esizayo, kodwa sifuna ukunikeza ulwazi oluqondile kakhulu lwekota elandelayo. Ngokombono wethu wekota yesine, ithimba lethu lifake ezinye izimo ezengeziwe ekubikezelweni kwethu kokuthengisa kanye nemali engenayo kwekota yesine, kanye nendlela esivame ukuhamba ngayo uma sicabanga ukuthi izinkinga zochungechunge lokuhlinzeka, ukuthunyelwa kanye nempahla zingase zingabi zimbi kakhulu. Kuslayidi 10 ungabona ushintsho kusuka ekubikezelweni kwethu kokuthengisa kwangaphakathi okulinganiselwe kwangaphambilini kuya ekugcineni okuphansi kobubanzi bethu besikhathi esidlule se-Q3 kanye ne-Q4 njengoba kuboniswe emgqeni wokuqala. Izingxenye ezinkulu ezihambayo kusukela emigqeni yesibili kuya kweyesishiyagalolunye aziphelele ngokuphelele, kodwa zifaka ukunyakaza okukhulu kakhulu, kufaka phakathi izinsuku zokugcina kanye nokusilela emuva kwamaphrojekthi wesistimu yokudlulisa ukushisa kanye nezaziso zokuqhubeka.
Lezi zibuyekezo ziletha uhla lwethu lokuthengisa olubuyekeziwe lwekota yesi-4 ka-2021 lufike ku-$370M kanye nekota yesi-4 lufike ku-$370M lufike ku-$390M. Njengoba sekushiwo kakade, lokhu kungenxa yokuhlehliswa kwezinsuku zemali engenayo ezibikezelwe ku-2022, futhi akukho neyodwa yazo ewukulahlekelwa yimali engenayo. Isibikezelo sethu esisha sicabanga ukuthi ukuthengisa ngo-2021 kuzokhula ngo-11-13% uma kuqhathaniswa no-2020. Islayidi 11 sibonisa umbono wethu wamanje ka-2021, ocabangela izinselele zomnotho ezinkulu ezivezwe ngaphambilini, kanye nezenzo kanye nezikhathi ezibekiwe kuze kube manje zokubhekana nalezi zinselele ngokusekelwe olwazini lwamanje. Silindele ukuthi imali engenayo iyonke ikhuphuke njengephesenti lokuthengisa esigabeni ngasinye, ngaphandle kwezixazululo zamathangi aqandisiwe, kwikota yesine ka-2021, kanti ikota yesithathu ibonisa imali engenayo ebambile futhi ebambile kwikota yesine ngenxa yesheduli yamanani. Inzuzo iyonke njengephesenti lokukhula kokuthengisa ezigabeni ze-RSL kanye nemikhiqizo ekhethekile kulindeleke ukuthi iqhutshwe ukusilela emuva kwemikhiqizo kanye nesikhathi sokwenyuka kwamanani, kuyilapho ukwanda okuncane okulindelekile kwenzuzo ye-HTS kungenxa yemikhiqizo emikhulu eqondene nemiphumela yokuthengisa ephezulu.
Imali engenayo elungisiwe enganciphisi ngokwesabelo ngasinye sonyaka wonke ka-2021 kulindeleke ukuthi ibe cishe u-$2.75 kuya ku-$3.10 kumasheya aphakathi alinganiselwa ku-35.5 million asele, uma kuqhathaniswa nesilinganiso sethu sangaphambilini sika-18%. Silindele ukuthi ikota yesithathu ka-2021 ibe nomthelela omncane kakhulu kuma-margins, kulandelwe ukuthuthuka okuqhubekayo kuma-quarters alandelayo, ikakhulukazi njengoba izikhundla ezithile ze-margin ezibonakalayo zizobona imali engenayo ebalulekile. Amanani nezibonelelo ziqala ukubonakala enzuzweni futhi ngokuvamile ngamanani aphezulu ukusiza ukumunca abasebenzi. Kodwa-ke, njengoba sekushiwo kakade, ngezikhathi zokungaqiniseki, sidinga izinyathelo ezithile zokubhekana nezimo. Siqhubekela ku-slide 13, isibikezelo sethu sonyaka sika-2022. Sekukonke, sinolwazi oluhle kumaphrojekthi athile futhi silindele ukuthi isidingo esibanzi esisibonile kulo nyaka siqhubeke, sibe negalelo emthonjeni werekhodi lokusilela emuva kanye namanani akhuphukayo ngo-2022.
Siphakamise isibikezelo sethu sokuthengisa sawo wonke u-2022 safinyelela ku-$1.7 billion kuya ku-$1.85 billion. Nakuba sinethemba elikhulu ngalesi sibikezelo esibuyekeziwe, singafaki noma yimaphi amaphrojekthi engeziwe noma amasha e-LNG, silindele ukuthi amaphrojekthi amathathu amakhulu e-LNG e-US Gulf Coast asevele athole imvume ye-FERC ukuthi enze isinqumo sokugcina sokutshalwa kwezimali ngo-2022. Silindele ukuthi amabili awo avele encwadini yethu yama-oda engxenyeni yokuqala yonyaka. Kamuva, ngizokhuluma ngalezi zimali ezingaba khona zamadola kuphrojekthi ngayinye enkulu ye-LNG nokuthi kungani ukholo lwethu lukhule. Kodwa-ke, ukuze ngikunike umbono omfushane wokukhula kokuthengisa ngo-2022 kuslayidi 13, umugqa wokuqala ukhombisa ukusilela kwama-oda esihlela ukuwathumela njengamanje ngo-2022. Kukhona ukusilela kuze kube ngu-2023 okungenzeka ukuthi kukhishwe ngo-2022, kodwa lokhu akuhlanganisiwe lapha. Njengoba sibheka la mazinga okuqagela, umugqa wesibili nowesithathu ubonisa izincwadi ezijwayelekile kanye nemikhumbi okulindeleke ukuthi ithunyelwe ngo-2022.
Imigqa 4-6 yimiklamo emincane ye-LNG ethile ebesilindele ukuthi ibhukwe kodwa kulindeleke ukuthi iqedwe ezinyangeni eziyisithupha ezizayo ngenxa yokushintsha kwesikhathi kanye nomthelela ohambisanayo wemali engenayo olindelekile ngo-2022. Umugqa 7 uveza imali engenayo engaba khona ngo-2022 ngokusekelwe kumaphrojekthi engeziwe okuphuza amanzi abhukwe ekuqaleni konyaka. Okokugcina, umugqa wesishiyagalombili umthelela olindelekile wonyaka wonke wokuthengwa kwe-AdEdge kanye ne-LA Turbine. Imali engenayo elungisiwe engaxutshiwe ehambisanayo ngesabelo ngasinye kulindeleke ukuthi ibe phakathi kuka-$5.25 no-$6.50 kumasheya acishe abe yizigidi ezingu-35.5 asele, ngaphansi kwesilinganiso sentela esisebenzayo esingu-19%. Futhi, ngaphandle kwanoma iyiphi i-LNG enkulu. Njengoba sibona ukuthi sisemuva, silindele ukubona ukukhula okuqinile kokuthengisa okulandelanayo kwekota kanye nonyaka uma kuqhathaniswa nengxenye yesibili yonyaka. Lokhu kucabanga kufaka phakathi ukuthi silindele ukuthi ingxenye yokuqala ka-2022 ifake ukumelana okuqhubekayo nezinselele esibhekene nazo njengamanje kanye nokunciphisa kancane kancane izinyathelo ezinhle ezithathiwe kuze kube manje.
Manje ake sithathe isinyathelo emuva sixoxe ngesidingo esiqhubekayo esisabalele. Ngakho-ke umlando wamadolobha amabili uyingxenye yesibili yalokho okwenzekayo ebhizinisini. Lesi sidingo esibanzi esiqhubekayo sisekela izinkolelo zethu kokubili esu lethu kanye nasemathubeni ethu esikhathi esizayo. Sihlukaniswa ngezinqubo zethu ezingathathi hlangothi zama-molecule kanye nemishini, futhi sikholelwa ukuthi ukuguquka kwamandla kuzoba yisisombululo esihlanganisiwe, konke esizozuza kukho kunoma yikuphi ukubuyiselwa noma ukubuyiselwa kwemithombo evamile kawoyela negesi. Ngakho-ke, kuslayidi 15, sibonise imimoya emithathu yangemuva esicabanga ukuthi izobumba ukuziphatha eminyakeni eyishumi ezayo, kanye nomkhuba ojwayelekile wemikhakha yomphakathi neyangasese wokusebenza ezinkethweni eziqhubekayo. I-IEA kanye ne-Roadmap yayo ye-Zero Emissions ikhombisa ukuthi izibopho zesimo sezulu zanamuhla zizonciphisa ukukhishwa kwegesi ngo-20% kuphela ngo-2030, okudingekayo ukuze kubekwe umhlaba endleleni ye-net-zero ngo-2050.
Enye indlela yokucabanga ngakho ukuthi uma singaqali manje, umhlaba cishe ngeke usifinyelele ukuze ufeze lezi zinhloso, noma ngabe wenza konke okusemandleni akho kamuva eminyakeni eyishumi. Ngaphezu kwalokho, amazwe angu-90 amemezele imigomo eyi-zero, emele u-78% we-GDP yomhlaba wonke. Manje u-82% we-GDP yomhlaba wonke uqhutshwa yi-CO2 kanti amazwe angu-32 anamasu e-hydrogen asekelwa nguhulumeni. Uma kuqhathaniswa nonyaka odlule, ukukhula kwalezi zibalo kubalulekile, okubonisa ukuthi umbono womhlaba uya entuthukweni eqhubekayo. Njengoba ubukhulu nengqalasizinda yamandla avuselelekayo ikhula, sigxila kakhulu ekusebenzeni kahle, ngenkathi siqinisekisa ukusimama nokuhlala njalo kwamandla. Igesi yemvelo idlala indima ebalulekile kulokhu. Umugqa wesithathu wesilayidi 16 ubalulekile. Lokhu kwanelisa isidingo esiphuthumayo samandla ngaphandle kokuphazamiseka noma ukuphazamiseka, futhi kwezinye izimo, okokuqala ngqa, kunikeza ugesi kubantu nasezifundeni ezifana neNingizimu Afrika neNdiya. Isidingo samandla azinzile, kuhlanganiswe nesifiso sezixazululo ezihlanzekile nezinobungani nemvelo, sizosizuzisa.
Ngakho-ke qhubekela kuslayidi 16 ngemisebenzi engeyona eyemvelo ebesiyenza ezinyangeni eziyi-12 ezedlule nokuthi isibeka kanjani kahle ngohlu lwethu oluphelele lwenqubo ehlanzekile kanye nemishini ehlobene nayo. Ngeke ngichithe isikhathi esiningi kulesi slayidi ngaphandle kokuthi izixhumanisi zethu phakathi kokuhlanza, ugesi ohlanzekile, amanzi ahlanzekile, ukudla okuhlanzekile kanye nemboni ehlanzekile zizinzile futhi azidingi eminye imisebenzi engeyona eyemvelo. Amakhasimende ethu angakhetha ezinhlobonhlobo zethu zezinqubo kanye nemishini, futhi kungakhathaliseki ukuthi i-molecule noma ubuchwepheshe bunjani. Ngakho-ke, angakhetha ikhambi eliphelele noma ingxenye evela emikhiqizweni yethu. Njengamanje sisesimweni esihle salolu shintsho ngenxa yokukhula okungeyona eyemvelo konyaka odlule okuqediwe ngenani esikholelwa ukuthi linengqondo kakhulu. Ukuba nekhambi elisuka ekupheleni kuya ekugcineni sekuqala ukusiza, futhi silindele ukuthi liqhubeke nokukhulisa ibhizinisi lethu lomkhiqizo owenziwe ngokwezifiso onenani eliphakeme. Ngaphezu kwalokho, imisebenzi yokuhlanganisa ebhizinisini lethu elingeyona eyemvelo isesikhathini futhi silindele ukuthi izindleko zokuthengiselana kanye nokuhlanganisa zinciphe ngo-2022.
Ukuthengwa esikwenzile onyakeni odlule kukhonjiswe kuslayidi 17. Kunegalelo elikhulu ekusileleni kwethu futhi kuzoqala ukugeleza nge-P&L ngendlela enenjongo ngo-2022. Ukuthengwa okune okuqediwe phakathi kuka-Okthoba ka-2020 noJuni ka-2021, kunentengo yokuthenga ephelele engu-$105 million kubo bonke abane futhi kuthole ama-oda angaphezu kuka-$175 million selokhu isivumelwano sabo siphela. Ukuthengwa esikwenzile onyakeni odlule kukhonjiswe kuslayidi 17. Kunegalelo elikhulu ekusileleni kwethu futhi kuzoqala ukugeleza nge-P&L ngendlela enenjongo ngo-2022. Ukuthengwa okune okuqediwe phakathi kuka-Okthoba ka-2020 noJuni ka-2021, kunentengo yokuthenga ephelele engu-$105 million kubo bonke abane futhi kuthole ama-oda angaphezu kuka-$175 million selokhu isivumelwano sabo siphela.Ukuthengwa esikwenzile ngonyaka odlule kukhonjiswe kuslayidi 17. Kunegalelo elikhulu encwadini yethu yoku-oda futhi kuzoqala ukuqashelwa ngenzuzo noma ukulahlekelwa ngendlela enenjongo ngo-2022. Ukuthengwa okune okuqediwe phakathi kuka-Okthoba 2020 noJuni 2021 kunentengo yokuthenga ehlanganisiwe engu-$105 million kuzo zonke ezine futhi kuthole ama-oda angaphezu kuka-$175 million selokhu kwavalwa amadili abo.Ukuthengwa esikuqedile ngonyaka odlule kukhonjiswe kuslayidi 17. Kukhulisa kakhulu incwadi yethu yama-oda futhi kuzoqala ukuhamba kakhulu ngenzuzo nokulahlekelwa ngo-2022. Ukuthengwa okune kwaqedwa phakathi kuka-Okthoba 2020 noJuni 2021 ngentengo iyonke yokuthenga yezinkampani ezine engu-$105 million, kanye nama-oda angaphezu kwezigidi ezingu-175 zamaRandi abekwe selokhu avala. Futhi, ekhoneni elingezansi kwesobunxele lesilayidi, ungabona okunye ukusebenzisana kwalezi zinhlanganisela. Ngingathanda ukuveza ukuthi ukuhlanganiswa kweBlueInGreen, i-AdEdge kanye ne-Chart ne-ChartWater kuthole ukwesekwa okukhulu ekuqaleni futhi njengoba ngishilo ngaphambili, lena yingxenye yethu yokukhula engabalulekile kakhulu eminyakeni yamuva futhi ukwelashwa kwamanzi kuphambili. Isibonelo, i-AdEdge ithumele inyanga yayo yama-oda aphezulu ka-2021 ngoSepthemba, inyanga yethu yokuqala yobunikazi. Kusukela ekuthengweni kwethu kweBlueInGreen ngoNovemba odlule, iminikelo ye-As-a-Service yokwelashwa kwamanzi kanye nezicelo zezimboni ikhule ngo-62%.
Islayidi 18 sibonisa umsebenzi wethu we-hydrogen, oqhubekile nokudlula okulindelwe kwethu ngamanani oku-oda ahambisanayo ngisho nangaphandle kwama-oda emishini yoketshezi phakathi nekota. Kulo nyaka, sithole cishe amaRandi ayizigidi ezingama-200 kuma-oda ahlobene ne-hydrogen ezinyangeni eziyisishiyagalolunye. Siqophe ukuthengiswa kwe-hydrogen okurekhodiwe, inzuzo enkulu kanye nemali engenayo yokusebenza kwikota yesithathu, kuhlanganiswe nokwethulwa kwethangi lethu loketshezi elingaphakathi kwezentengiselwano kanye nokwethulwa kwephampu yethu ye-hydrogen ewuketshezi engu-1000 bar psi. inch kule kota kusinikeze ukuzethemba futhi kungase kusivumele ukwandisa imakethe yethu ye-hydrogen yesikhathi esifushane eqondiwe ezinyangeni/kumakota ezayo. Lolu lwazi oluncane kodwa olubalulekile njengoba lubonisa izinga lokunamathela uma kuqhathaniswa nezinyanga eziyi-12 ezedlule. Enye yezinhlamvu ezikuslayidi manje isilethiwe ngoba manje sinendlela ehlukile yokusebenzisa i-hydrogen ukuze sizuze futhi singathembeli ngokuphelele ku-hydrogen ngoba i-hydrogen iyona kuphela ephumelelayo ekushintsheni kwamandla.
Lokhu kuqinisekiswa futhi yisiphakamiso sethu samanje seziphakamiso ezingaba khona zokuklama izitshalo zokucubungula i-hydrogen ezibiza cishe u-$1 billion kumakhasimende angaphezu kuka-325 kanye namakhasimende angaba khona, kanye nendawo yesinqumo esilindelekile samapayipi abiza ngaphezu kuka-$500 million ngaphambi kokuphela kwekota yesithathu ka-2022. . Lo mzila uhlanganisa iminikelo yama-trailer angaphezu kuka-115, iziteshi zokugcwalisa ezingaba ngu-30 kanye nezinketho eziningi zokugcwalisa uketshezi kumakhasimende emhlabeni wonke okuhlanganisa iYurophu, iNyakatho Melika, iNingizimu Korea kanye ne-Australia, okuhlanganisa neziyisithupha esilindele ukuthi zingatholakala ezinyangeni eziyisithupha ezizayo. Kwikota yesithathu ka-2021, siphinde sabeka i-oda elingu-$9.7 million lamathangi okugcina i-hydrogen e-China. E-USA, futhi saqala ikota yesine nge-oda lokuthuthukiswa kwemishini yokukhiqiza i-hydrogen engama-t/d angu-30 e-USA kanye ne-oda lephrojekthi eliyimfihlo eNingizimu Korea. ukuthi ezinyangeni ezimbalwa ezedlule, ukusatshalaliswa kwethu kwemisebenzi yokuthenga i-hydrogen kuye kwanda kakhulu, okungeyona nje inzuzo ekuthuthukisweni kwebhizinisi lethu. Futhi kuyisibonakaliso esihle sokwamukelwa kwe-hydrogen emhlabeni jikelele.
Ngokuphathelene nama-trailer e-hydrogen, sine-oda langaphambilini elingaphezu kuka-60 ezinyangeni ezingu-12 ezedlule futhi sithumele angu-7 ngoSepthemba, okuyisibonelo sokwanda kwamandla ethu ngesilinganiso sama-trailer angu-52 ngonyaka, futhi sizoqhubeka nokusebenza kanzima. ngo-2022. Siphinda kabili leli khono minyaka yonke. Amakhasimende ethu amaningi abheka i-hydrogen ewuketshezi njengesixazululo sokuthutha imithwalo esindayo, kusukela emalolini kuya ezitimeleni nasezindizeni. Isibonelo esisodwa yi-STOKE Space Technologies, sithenge i-hydrogen yabo phakathi nekota. Esinye isibonelo ukubambisana kwethu ne-Hyzon Motors ukuthuthukisa iloli elinzima elingamamayela angu-1,000 kusetshenziswa amathangi e-hydrogen ewuketshezi asanda kwethulwa. Islayidi 19 sibonisa umsebenzi wokubamba ikhabhoni kwikota yesithathu, engicabanga ukuthi yiyona imbangela yokwanda okulindelekile komsebenzi wezohwebo we-CCUS maduze nje. Ngathi ngonyaka odlule ngicabanga ukuthi ukubamba ikhabhoni kwakungemuva kwe-hydrogen cishe ngonyaka ngokwemisebenzi yezentengiselwano, kodwa ngenxa yezinguquko ezahlukahlukene emakethe, kwavela ukuthi ukubamba ikhabhoni kwakungemuva kwe-hydrogen ngezinyanga ezingu-18.
Kodwa imicimbi yale kota, okuhlanganisa ukubambisana kwethu ne-TECO 2030, i-Ionada kanye ne-FLSmidth, ithinte izimakethe ezibalulekile lapho ukubanjwa kwekhabhoni kuzoba yingxenye ebalulekile yemizamo yayo yokususa i-carbonization, okuhlanganisa ukuthunyelwa kwempahla, usimende, izimboni kanye namandla. Muva nje sithole isibonelelo semali engu-$5 million esivela ku-US Department of Energy for SES low temperature capture technology ukuklama, ukwakha, ukuthuma kanye nokusebenzisa inqubo yethu eCentral Plains Cement Company, inkampani ephethwe ngokuphelele yi-Eagle Materials, kanye nesitshalo sabo sikasimende eMissouri. Lo msebenzi uzokwandisa uhlelo lwethu lwe-CCC lube namandla angamathani angu-30 ngosuku futhi ubonise nokuthi uhlelo lubamba ngaphezu kuka-95% we-CO2 kusuka emfuleni wegesi ophumayo futhi lukhiqiza umfudlana we-CO2 owuketshezi ohlanzekile ngaphezu kuka-95%. Silindele ukuthi ubumsulwa bube ngaphezu kuka-99%. Okunye okuphawulekayo phakathi nekota ukuthi sithole i-oda lobuchwepheshe lemikhiqizo yethu yokubamba ikhabhoni evela enkampanini yokukhiqiza yezimboni ethengiswa esidlangalaleni ekhiqiza izinto zemboni yokwakha esindayo, kanye ne-oda lobuchwepheshe le-CCUS ne-KAUST eMpumalanga Ephakathi.
Kulindeleke ukuthi ama-oda amabili obunjiniyela aguqulwe abe ama-oda aphelele ephrojekthi ye-CCS ezinyangeni eziyi-12 ezizayo. Ekugcineni, ubuchwepheshe bethu bokubamba ikhabhoni ye-SES buqashelwe njengesisombululo sokuncintisana kakhulu sokubamba ikhabhoni ngabacwaningi be-MIT kanye ne-ExxonMobil futhi bathole ukuthi izindleko zokukhiqiza usimende kanye nokubamba i-CO2 kusetshenziswa ubuchwepheshe bethu be-CCC ziphakeme ngo-24% kunokukhiqiza usimende ngaphandle kokubamba i-CO2 kanye nobunye ubuchwepheshe bokubamba ikhabhoni. . izindleko zokukhiqizwa kwesimende kanye nokubamba i-CO2 ziphakeme ngo-38-134% kunokukhiqiza usimende ngaphandle kokubamba i-CO2. Ngakho-ke, isiphetho sokugcina sale ngxoxo ukuthi ngaphandle kokubamba nokugcina ikhabhoni, imigomo yokunciphisa ikhabhoni ngo-2030 ayikwazi ukufezwa. Ngakho-ke hlala ubukele ukukhula okuqhubekayo kule makethe.Isihloko esibalulekile, sixoxe ngaso kafushane ocingweni lwe-Q2 P&L, kodwa ngizochitha isikhathi esiningi ngemininingwane ye-LNG ngenxa yethemba esibe nalo emasontweni ambalwa edlule mayelana nesimemezelo esikhulu se-LNG esizayo.Futhi, njengoba ubona kuslayidi 20, iphothifoliyo yethu yezentengiselwano yamaphrojekthi e-LNG angaba khona nayo iyakhula.
Njengesikhumbuzo, sihlukanisa ibhizinisi le-LNG ngezigaba ezintathu. Okokuqala, ingqalasizinda, okuhlanganisa amaloli, iziteshi zikaphethiloli, ezokuthutha, izitsha ze-ISO, i-LNG yesitimela. Esesibili amaphrojekthi amancane nawomphakathi. Esesithathu yi-LNG enkulu, esingayifaki ezibikezelweni zethu noma ezibikezelweni, kodwa sinama-oda angaba yi-$1 billion ngonyaka ozayo njengoba kwenziwa izinqumo zokugcina zokutshalwa kwezimali kula maphrojekthi. Ngenxa yalokho, i-LNG isendaweni enhle emakethe yokushintsha kusuka ezinkontileka zokuphakelwa zesikhashana iye ekusheshiseni izinkontileka zokuphakelwa zesikhathi eside njengoba ibhalansi yokuphakelwa kanye nesidingo iqina. Ikakhulukazi, sibona lokhu kumaphrojekthi ezikhumulo zokuthumela ngaphandle ogwini lwe-US Gulf of Mexico. Silindele ukuthi izikhumulo ezintathu ezinkulu zokuthumela ngaphandle ze-LNG e-US Gulf Coast zijoyine i-FID ngo-2022. Njengoba ngishilo, amaphrojekthi amabili kulawa amathathu kulindeleke ukuthi athole ama-oda ethu engxenyeni yokuqala yalo nyaka. Awekho kula maphrojekthi abhukhiwe njengamanje futhi awekho kuwo afakiwe esibikezelweni sethu sika-2022. Ngokuqapha silindele ukuthi i-Venture Global Plaquemines Phase 1 (10Mtpa) ishintshele ku-FID engxenyeni yokuqala yonyaka, futhi siphawule engikushilo ngokuqapha.
Silindele nokuthi iphrojekthi iqukathe okuqukethwe okungaphezulu kwezigidi ezingama-$135. Kwikota yesithathu, i-VG kanye ne-Polish Oil and Gas Co bangene esivumelwaneni lapho i-PGNiG izothenga khona amanye amathani ayizigidi ezimbili kwa-Venture Global eminyakeni engama-20. Njengoba inamandla okukhiqiza angamathani ayizigidi eziyi-11 ngonyaka, silindele ukuthi isigaba sokuqala sephrojekthi ye-Tellurian Driftwood sifake ngaphezu kwezigidi ezingama-$350 eshadini. Basayine isivumelwano sokuthengisa nokuthenga ne-Shell kwikota yesithathu, okwaholela ekuqedweni kokuthengiswa kwe-LNG kwezitshalo ezimbili zokuqala, futhi bahlose ukuqala ukwakhiwa ekuqaleni kuka-2022. Silindele ukuthi iphrojekthi ye-Cheniere Corpus Christi Phase III ifake ngaphezu kwezigidi ezingama-$375 kumashejuli amenyezelwe ngesonto eledlule kanti i-ENN LNG ivumile ukuthenga cishe amathani ayizigidi ezingama-900,000 e-LNG ngonyaka. Lokhu kuphawula esinye isigameko esibalulekile enkontilekeni yethu yesikhathi eside yamandla ethu e-LNG silindele i-FID Phase 3 e-Corpus Christi ngonyaka ozayo, kusho uSchenier. Uhlobo lwesibili lwe-LNG lusezingeni elincane.
Sinezinhlelo ezimbili zokuhlola amaphrojekthi ezingakabhukwa, futhi yilokho esikucabangayo ngo-2022 njengoba nikubonile ohambweni. Lezi zakhiwo zisebenza kumaphrojekthi ezinsizakalweni e-Eagle Jacksonville, eFlorida naseNew England. Iphrojekthi yaseNew England ilinde ukuvunyelwa yiKhansela Ledolobha. Akukholeki ngokwalo ukuthi ibhodi ibilokhu ibeka lokhu ohlelweni lwemihlangano ezinyangeni ezimbalwa ezedlule, kodwa abanaso isikhathi sale mihlangano. Kodwa sithemba ukuthi kuzovunywa emhlanganweni webhodi wanamuhla, futhi silindele isaziso maduze nje ngemva kwalokho. Okokugcina, esigabeni sengqalasizinda, siyaqhubeka nokubona ukukhula okuqophayo kwamaloli amathangi e-LNG, izitsha ze-ISO kanye neminye imishini ehlobene. Ekupheleni kukaSepthemba, sithole i-oda lokuthenga le-LNG elingu-$19 million lochungechunge lwezimoto ezithambile, i-oda lethu lesibili lokuthenga eminyakeni eminingi. Ama-oda e-LNG tanker ezimoto ahlala eqinile kakhulu kwikota yesithathu ka-2021, edlula amaRandi ayizigidi ezingama-33, okwenza ama-oda angonyaka ka-2021 abe cishe amaRandi ayizigidi eziyi-105 ngaphezu kwanoma yimuphi unyaka ogcwele emlandweni wethu, kufaka phakathi ama-oda amakhasimende amasha ePoland naseNdiya. , Kubonisa ukwamukelwa okukhulu kwe-LNG njengophethiloli ngesikhathi sokuguquka kwamandla.
Ekugcineni, njengengxenye yezinhlelo zokuguqula imikhumbi emibili yase-US iye ekuqhutshweni kwegesi ye-LNG ezindaweni ezizayo, sithole ucwaningo lobunjiniyela lwabanikazi bemikhumbi yase-US.
Kusukela ngomhlaka-30 Septhemba 2021, i-investor yethu yonke yayingu-2.99. Njengoba kuboniswe ohlangothini lwesobunxele lwesilayidi 22, sivale ukubuyiselwa kwemali ngo-Okthoba 18, 2021, okwathuthukisa imigomo, kwandise umthamo, kwandise ukuvuthwa kwezinsimbi zethu, futhi kwehlisa izindleko. Le revolver eqhubekayo engu-$1 billion yandise umthamo wethu wokuboleka we-revolver kusuka ku-$83 million kuya ku-$430 million ngokususa izinga eliphansi lokuboleka lamadola lamaphuzu ayisisekelo angu-50, yasindisa cishe u-$2.3 million ngonyaka emazingeni okuboleka amanje, nangokususa umthetho wokuqongelela imali emikhawulweni ehlobene ne-COVID. . Okokuqala ngqa emlandweni wethu, siyahambisana futhi sifaka umkhiqizo wokuzinza ethuluzini lethu lesikweletu, kanye nokunciphisa izindleko okwengeziwe okuhlobene nokunciphisa kwethu ukukhishwa kwamagesi okushisa ukushisa eminyakeni emihlanu ezayo. Imigomo ihlobene ngqo. Lesi sipho sihloselwe u-150% wenhloso yeqembu lethu lasebhange elikhona engu-100% we-$1 billion.
Okokugcina, ungabona ukuqashelwa okuthile kwezenzo zethu ze-ESG kuslayidi 23, okuhlanganisa ukuqashelwa kweGastech njengoMqhudelani Wokunciphisa Ukukhishwa Kwegesi Ongcolile Wonyaka kule kota, kanye nokuba yingxenye yowamanqamu esigabeni seGastech Awards sezinhlangano ezimele ukuhlukahluka nokubandakanywa. Futhi ngenyanga edlule, saqokwa njengabafinyelele kowamanqamu emiklomelweni ye-S&P Global Platts Energy ngenxa yomthwalo wemfanelo wezenhlalo wezinkampani. Futhi ngenyanga edlule, saqokwa njengabafinyelele kowamanqamu emiklomelweni ye-S&P Global Platts Energy ngenxa yomthwalo wemfanelo wezenhlalo wezinkampani. I-S&P Global Platts Energy ikhokha kakhulu imali ekhokhwayo ukuze ikhokhelwe. Futhi ngenyanga edlule, besifinyelele kowamanqamu kwi-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 I-S&P Global Platts Energy за корпоративную социальную ответственность. Futhi ngenyanga edlule, sikhethwe ohlwini lwe-S&P Global Platts Energy Corporate Social Responsibility Award.Mina noJill singathanda ukuthatha isikhashana kulesi simo esinzima se-macro ukubonga amalungu eqembu lethu ngokuhlala egxile, ngokushesha enza izenzo ezahlukahlukene zokubuyisa izindleko, nokuqhubeka nokukhiqiza iphothifoliyo yethu eyingqayizivele yezixazululo eziqhubekayo nezintshisekelo kanye nezidingo zama-molecule. - imikhiqizo ye-agnostic.
[Imiyalelo Yomqhubi] Umbuzo wethu wokuqala uvela kuBen Nolan waseStifel. Umugqa wakho usuvuliwe manje.
Hlanganisa lokhu okubili ngokushesha lapha. Bese ukuphendulela. Okokuqala, kumele kube okusheshayo. Ku-Phase 3 Corpus Christi, ingabe lelo nani likhulu kunangaphambili ngokwezinto ozifundile? Kubonakala kunjalo. Ngifuna ukwazi ukuthi kukhona yini okunye okuqukethwe okungathengiswa. Kodwa-ke, omunye umbuzo wawunesihloko esikhulu futhi kusobala ukuthi kwakuyikota enzima. Kunezinto obungazilindele, futhi akekho owayelindele ngempela ukuthi zibe nomthelela lapha. Kodwa uma ubheka [inkinga yobuchwepheshe] yakho ka-2022, ngizama nje ukuthola ukuthi yini okufanele ngiyenze. Futhi - ucabangani, yebo - uma kwenzeka okuthile ngokungenakugwenywa, kungahambi njengoba kuhleliwe, uma isikhala esanele esifundazweni sakho sicatshangelwe?
Kulungile, ngiyabonga Ben. Ngakho-ke ake ngethule impendulo yokuqala yeSigaba III seCorpus Christi. Leli nani liphakeme kunangaphambili. Ngingathanda futhi ukusho ukuthi lokhu kungokokuqala lokhu kwenzeka, okwengeza ekuzethembeni kwami ​​​​ukuthi bonke abaqhubi abafanele bamaphrojekthi amathathu engiwachaze ku-Big LNG banelisekile ukuthi sikhipha izinga lokuqukethwe esikulindele emphakathini. . Ngakho-ke kuhle. Bese kuthi, ukuphendula umbuzo wakho ngqo, kukhona okunye, njalo endleleni la maphrojekthi asebenza ngayo, umsebenzi oqhubekayo ngemuva phakathi kwe-EPC, umqhubi kanye neGrafu, eduze kwesakhiwo, ukuthi sizobukeka kanjani, ukuthi yiziphi izingxenye ezihambisanayo. .
Ngakho-ke kukhona ushintsho oluhambisanayo esikalini oluye lwaba yinzuzo enkulu kithi, futhi imibono mayelana nokuphindaphinda nokuphindaphinda ilula uma ubheka isimo sendawo esikhulu esishintshayo. Ngakho-ke lezi ezimbili ziyimbangela yokwanda kokuqukethwe kwale phrojekthi ethile. Bese kuthi, ngombuzo ka-2022, ingxenye engezansi yomhlahlandlela yakhelwe ekamelweni lokuzulazula olichazayo. Sikholelwa ukuthi ukuthengisa kusatshalaliswa ngokulinganayo unyaka wonke. Futhi usadonsa imingcele kwikota yokuqala futhi uba ngcono kwikota yesibili. Siyaqonda kahle lezi zindlela - ukubambezeleka esikulahlekelwayo. Sidale igumbi elincane lokuzulazula emaphethelweni engxenye yokuqala engqondweni yethu njengoba siqeda ibanga ngokuzethemba. Futhi, asinikezi izincomo njalo ngekota, ngakho uma kukhona ongibuza ngakho.
Kodwa sicabanga ngakho ngale ndlela: uma sibheka imininingwane yokusilela kwethu engxenyeni yokuqala ka-2022, ingxenye enkulu yokusilela kwethu yimikhiqizo ekhethekile kanye nezixazululo zamathangi efriji. Esikhaleni esizinikele, sibona ukuguquguquka okukhulu maqondana namazinga ahambisanayo omkhawulo. Bese kuthi, njengoba uBrinkman esanda kuphawula, ezinye izingxenye kanye nezingxenye zobungcweti bethu bezishesha ekubhukeni nasekuthumeleni futhi zihambisana namanani/inani. Bese kuthi, esinqumweni sethangi lefriji, kokusilela engxenyeni yokuqala, sinengxenye enkulu ku-EMEA, lapho kunendlela eqinile yokudlulisa le ntengo. Ngakho lezo zinto ezimbili zisinika umbono omuhle wengxenye yokuqala. Kodwa ngicabanga ukuthi ukusatshalaliswa kukhulu kakhulu ngisho nakulo nyaka kunango-2021, kanye nokuncipha komkhawulo kusuka ku-Q4 kuya ku-Q1, Q1 kuya ku-Q2 kanye nangaphansi kwalelo banga.