An kafa shi a cikin 1993 ta 'yan'uwa Tom da David Gardner, Motley Fool yana taimaka wa miliyoyin mutane samun 'yancin kuɗi ta hanyar gidan yanar gizon mu, kwasfan fayiloli, littattafai, ginshiƙan jaridu, nunin rediyo da sabis na saka hannun jari na ƙima.
An kafa shi a cikin 1993 ta 'yan'uwa Tom da David Gardner, Motley Fool yana taimaka wa miliyoyin mutane samun 'yancin kuɗi ta hanyar gidan yanar gizon mu, kwasfan fayiloli, littattafai, ginshiƙan jaridu, nunin rediyo da sabis na saka hannun jari na ƙima.
Kuna karanta labarin kyauta tare da ra'ayoyin da za su iya bambanta da sabis ɗin saka hannun jari na Motley Fool.Kasance memba na Motley Fool a yau kuma sami dama ga manyan shawarwarin manazarta, bincike mai zurfi, albarkatun saka hannun jari da ƙari.Ƙari
Barka da safiya da maraba zuwa ga Chart Industries, Inc. kiran taro.bisa ga sakamakon kashi na uku na shekarar 2021. [Bayani ga Ma'aikata] An fitar da sanarwar kamfanin da ƙarin bayani a safiyar yau.Idan baku sami sanarwar manema labarai ba, zaku iya samun dama gare ta ta ziyartar gidan yanar gizon Chart a www.chartindustries.com.Maimaita kiran na yau zai kasance bayan kiran har zuwa Alhamis, 28 ga Oktoba, 2021.
Bayani game da sake kunnawa yana kunshe a cikin sanarwar manema labarai na kamfanin.Kafin mu fara, kamfanin yana so ya tunatar da ku cewa bayanan tarihi da aka yi a kan wannan kiran taron haƙiƙa maganganun ne na sa ido.Da fatan za a koma ga bayani game da maganganun sa ido da abubuwan haɗari da ke ƙunshe a cikin bayanin samun kuɗin shiga na kamfani da filaye na kwanan nan tare da Hukumar Tsaro da Musanya.Kamfanin ba ya ɗaukar alhakin sabunta ko sake duba duk wani bayani na neman gaba.
Godiya ga Gigi.Barka da safiya kowa da kowa, kuma na gode da kasancewa tare da mu a yau don kiran mu na samun kuɗi na Q3 2021 da sabunta yanayin mu na 2022.Tare da ni a yau shine Joe Brinkman, tsohon soja na Chart Industrial Gases kuma yanzu babban jami'in kudi, wanda zai ba ku sakamakon kwata-kwata bayan kiran.Tattaunawar yau kashi biyu ce kuma kwatankwacin abin da kuka ji daga wasu kamfanoni, na tabbata.Na farko, ƙalubalen ƙalubale na ɗan gajeren lokaci da muka fuskanta a cikin kwata na uku, tasirin su akan kwatanmu, da kuma ayyukan da muka ɗauka kuma muka ci gaba da ɗauka don shawo kan guguwar da isar da ingantaccen tsarin samun kuɗi, kamar yadda muka zata.shekaru masu zuwa.Na biyu, muna ganin ci gaba da aiki mai ƙarfi akan umarni da yawa kuma duk alamomi suna nuna ci gaba da buƙatar samfuranmu.
Don haka, farawa da nunin faifai na huɗu na ƙarin bene da aka saki a yau.Littafin odar mu na $350M a cikin Q3 2021 yana nuna ci gaba da buƙatu a cikin kasuwancin, sama da tsammaninmu a farkon kwata wanda ba mu yi tsammani ba ko karɓar manyan oda a cikin Q3.kwata kwata, tsammaninmu kusan dala miliyan 300 ne.Oda wannan kwata ya kasance 33% sama da na kwata na uku na 2020, wanda ya haifar da littafin odar mu YTD 53% sama da na farkon watanni tara na 2020. Bugu da ƙari, oda don samfuran musamman ya karu da fiye da 100% a wannan kwata idan aka kwatanta da kwata na uku na 2020 da fiye da 150% shekara-zuwa yau.Cryo Tank Solutions kuma ya sanya girma mai ban sha'awa a cikin waɗannan lokutan, sama da 35% a cikin kwata da 53% a cikin watanni tara.
Umarni a cikin kwata na uku sun ba da gudummawa ga kwata-kwata na rikodi na huɗu a jere, yanzu sama da dala biliyan 1.1, yana ƙarfafa kwarin gwiwarmu game da hasashenmu na 2022 kuma yanzu muna ganin manyan matakan oda a cikin kwata kwata.Nuna gefen hagu na nunin faifai huɗu, wannan yana nuna abin da muke ɗauka a matsayin sabon matakin yau da kullun na umarni na kwata wanda muke tsammanin.Kafin COVID da kuma kafin zamanin tsabtataccen makamashi, ko tsakanin 2016 da 2019, dala miliyan 238 na baya-bayan nan kwata-kwata yanzu ya wuce $300 miliyan kowace kwata.Akwai wasu 'yan abubuwan da za mu nema a cikin odar mu mai kula da wannan kwata.Mun sanya umarni 60 da darajarsu ta kai dala miliyan 1 kowanne a cikin kwata na uku da 152 a wannan shekara.Kwata ta uku ita ce kashi na biyu a jere a gare mu tare da umarni 60 na sama da dala miliyan 1.Mun kuma sami sabbin umarni 20 da umarni 65 daga sabbin abokan ciniki.
Daga farkon shekara har zuwa kwata na uku na 2021, duk umarninmu na nau'ikan samfura na musamman sun zarce matakan da suka dace don duk 2020. A takaice dai, a cikin watanni tara na farko na shekara, adadin umarni don samfuran ƙwararrun a cikin duk waɗannan nau'ikan sun wuce adadi don cikakkun watanni 12 na 2020. Umarnin shaye-shaye a cikin kwata na uku na 0, an kwatanta da 0 cikin sauri da sauri zuwa kashi na uku na 2020. i, kuma an ba da matakan farashi na kayan yanzu.Sakamakon haka, wani ɓangare na kasuwancin bai sami raguwar riba ba saboda karuwar farashin kayan.Mun fara ganin an samu murmurewa, duk da cewa daga baya fiye da yadda muke zato, a kasuwannin mai da iskar gas na gargajiya, gami da binciken iskar gas da matsawa, tare da masu sanyaya zafin iska da ke da mafi girman tsari a cikin watanni biyu na 2020-2021, yi hakuri.A watan Agusta da Satumba, kashi na uku na 2021 shine kwata tare da mafi yawan umarni don masu sanyaya zafin iska.
Wani misali inda samfuranmu ba su da alaƙa a matakin ƙwayoyin cuta.Don haka, muddin aka ci gaba da samun canjin makamashi, za mu ci gajiyar dawo da mai.Don haka yanzu bari mu dubi cikakkun bayanai game da nauyin farashi da kuma abin da aka ɗauka don daidaita yanayin da ake sa ran kara jawowa a kan waɗannan farashi mafi girma fiye da yadda ake tsammani a cikin nunin faifai 5 da 6. Ko da yake muna sa ran kashi na uku na 2021 ya zama mafi ƙasƙanci matakin mummunan tasiri a kan gefe saboda waɗannan batutuwan farashi, kamar yadda wasu daga cikin waɗannan batutuwan da aka warware - cikakken rage matakan da za a dauka, wasu kuma za su kasance da ramuwa.muna sa ran ribaci zai inganta a cikin kwata-kwata na gaba, amma muna kuma daidaita jagorarmu don kwata na gaba, gami da canje-canje a lokacin tallace-tallace da matsin farashi.Mun bayyana a baya cewa muna sa ran Q3 2021 don saka idanu ko farashin kayan aiki da samuwa suna inganta ko lalacewa sannan kuma ya ba da amsa da sauri.Al'amura sun kara tabarbarewa a wannan kwata.
Duk da haɓaka mai ƙarfi a cikin umarni da koma baya, dabaru da batutuwan aiki a cikin sarkar samarwa sun yi tasiri ga sakamakonmu.Mun ba da amsa da sauri tare da ƙima, ƙarin farashin haɓaka da rage farashin aiki, amma babu ɗayan ayyukanmu na cikin kwata da ya yi tasiri nan take kan samun kuɗi a cikin kwata.A halin yanzu muna yin hasashen aikin ci gaba da lokutan ƙididdigewa da aiki na yau da kullun da ingantaccen aiki wanda ke haifar da komawa zuwa ga ƙima na yau da kullun, matakin farko na matakin yana farawa a cikin kwata na huɗu kuma ya ci gaba ta cikin kwata na biyu na 2022, wanda aka haɗa a cikin hasashen mu na 2022 shekara.Bari mu koma baya mu fahimci matsalolin da abin da muke yi game da su.Slide 5, layi daya yana nuna yadda farashin kayan ya ci gaba da tashi cikin sauri a cikin kwata na uku na 2021, tare da kashe bakin karfe, aluminum da carbon karfe yana ƙaruwa da 12%, 18% da 24% bi da bi daga 30 ga Yuni zuwa Satumba 30. Tun daga Yuli 1, mun aiwatar da haɓakar farashi mai girma.
Ba mu ga sauyi da yawa a cikin Q3 ba idan aka ba mu jinkirin lokacinmu da hauhawar farashin kwata.Bugu da ƙari, mun fara ƙara ƙarin ƙarin kuɗi ga duk sabbin umarni da suka fara a tsakiyar kwata na uku na 2021 kuma mun sake tayar da farashi a cikin Oktoba 2021. Ayyukan ƙirar mu yana ba ku damar saita farashin yanzu don kayan aiki yayin ingancin aikace-aikacen.Saboda haka, duk waɗannan maganganun an kuma sabunta su.Layi na biyu yana nuna tarzoma a cikin isar da kayayyaki, ya kasance cunkoson tashar jiragen ruwa, direbobi, manyan motoci, kwantena, wadatar kayayyaki.Babu shakka babu ɗayan waɗannan da ke dacewa da ginshiƙi kuma ƙungiyarmu tana aiki don rage bambance-bambancen lokacin tallace-tallace saboda rushewar sarkar kayayyaki.Duk da haka, wannan yana ƙara ƙarfafa gwagwarmayar mu don samar da tsaro, wanda kuma ya shafi tafiyar kuɗi kyauta a cikin gajeren lokaci.Da yake magana akan samuwar direba da manyan motoci, jeri na uku yana nuna mafi yawan lokuta ba a magana a kai ba, amma mai muni sosai, matsalar ba zata da muka samu tsakanin 11 ga Agusta da 7 ga Oktoba.
Masu samar da iskar gas ɗin mu na masana'antu sun sanya wani taron majeure na ƙarfi akan nitrogen da wadatar argon ga abokan cinikin gas ɗin masana'antu, gami da mu, saboda sake buƙatun iskar oxygen saboda COVID-19, musamman a Amurka.Duk da yake muna da damar yin amfani da ɗaya daga cikin manyan motocin haya na cryogenic a cikin jiragen ruwa da aka yi hayar mu da hayar ƙwararren direba don isar da iskar gas ta hanyar sadarwar mu don ci gaba da samar da ayyukanmu, tabbas wannan gazawar ta ƙara farashin ayyukanmu da rashin aiki.A gefe mai kyau, an ɗaga wannan taron majeure na ƙarfi a ranar 7 ga Oktoba kuma yanzu an dawo da rabon kayayyaki.Je zuwa nunin faifai na shida, jere na huɗu.Muna fuskantar wadatar aiki da batutuwan tsada, gami da tasirin COVID-19 akan ma'aikata.
Mun yi imanin mun dauki isassun matakai don tabbatar da cewa matsalolin kwadago ba su shafe mu ba a cikin kwata na hudu, in ban da karin albashin sa'o'i kai tsaye, wanda ba na wucin gadi ba ne kuma an aiwatar da shi a cikin kwata na uku don mayar da martani ga ci gaba da daukar ma'aikata masu yawa.dan kungiya.A cikin kwata, mun dauki hayar mutane 372, kuma fiye da 98% har yanzu suna tare da mu.Yayin da za mu ci gaba da haɓaka ma'aikata, mun kuma yi amfani da tallafin rajista a cikin kwata, wanda ya yi mummunan tasiri akan farashi amma ba a haɗa shi cikin albashin tushe ba.Batun ma'aikata na biyu wanda ya inganta sosai a cikin Oktoba shine sabon karuwar COVID-19 a wuraren masana'antar mu na Amurka.Daga 1 ga Agusta zuwa 30 ga Satumba, matsakaita na 3.7% na ma'aikatan samarwa a mahimman wurarenmu na Amurka ba su nan tsawon mako guda saboda COVID-19.
Muna da ƴan ma'aikata kai tsaye don waɗannan shagunan tun Oktoba.Wannan ya haifar da ƙarin gazawar aiki, tsara canje-canje, da ƙarin sauye-sauye yayin da aikinmu kai tsaye ya mamaye wurare daban-daban na kantin.A cikin kwata-kwata, biyu daga cikin wuraren samar da mu an rufe su na ɗan lokaci saboda guguwar Ida, wanda ya haifar da asarar sa'o'in kasuwanci.Waɗannan sakamako ne na ɗan lokaci ba tare da dawwama ko lalacewa ko tasiri ba.A karshe, muna sa ran kuma muna shirin ci gaba da aiwatar da matakan tabbatar da makamashin makamashi na kasar Sin a ofisoshinmu na kasar Sin.Inda ya cancanta, mun ƙirƙiro dabaru da dama na ragewa.Amma a wannan lokaci, samar da wutar lantarki na mako-mako ga kasuwancinmu na kasar Sin zai zama na al'ada biyar, iyaka biyu ko hudu na al'ada, iyaka uku, kuma idan halin da ake ciki ya ragu a cikin kwata, za mu kai tsakiyar tsakiyar kwata na hudu ba tare da iyakancewa ba.Hasashen Sinanci.
Mu - mun ci gaba da mayar da martani ga canje-canjen farashin kayan da sauran canje-canjen farashi tare da haɓaka farashin da kari.Kuna iya gani a cikin faifan 7 haɓakar farashin kayan a saman rabin faifan.Tun farkon shekara, manyan nau'ikan kayan aikin mu guda uku: bakin karfe, aluminum da carbon karfe sun haɓaka da 33%, 40% da 65% bi da bi.A cikin kwanakin 20 na farko na Oktoba, mun ga farashin carbon da bakin karfe sun daidaita, amma idan aka ba da yanayin magnesium, farashin aluminum ya ci gaba da tashi kuma samuwa ya ragu.Bayan na faɗi haka, kafin in yi magana game da farashin da ake buƙata da ƙimar da muke sakawa, da kuma dalilan bambance-bambancen da ke tsakanin waɗannan hanyoyin, bari in yi magana game da matakin jin daɗinmu tare da kayan aminci.Kamar yadda kuka sani, tun farkon shekara muna haɓaka haƙƙin aminci inda yake da ma'ana don haɓaka ma'auni na ɗan lokaci sama da al'ada, wanda zai shafi kwararar kuɗi kyauta.Duk da haka, wannan dabarun yanke shawara ya ƙyale mu kada mu rasa babban bayarwa guda ɗaya ga abokan cinikinmu.
Misali, mun shiga wasu kwangiloli na shekara daya da biyu, muna isar da tanadin farashi a farkon rabin shekarar 2022 idan aka kwatanta da matakan yanzu dangane da lokacin da muka sami shigarwar.Dangane da farashin farashi, ba ma tsammanin farashin kayan zai karu, kamar yadda suka yi daga ƙarshen kwata na biyu zuwa ƙarshen kwata na uku, bi da bi.Lokacin da muka ga wannan, baya ga canjin farashin da aka aiwatar daga ranar 1 ga Yuli da kuma sake ambaton duk kayan don buɗaɗɗen kira don ayyukan tare da lokacin ɗan gajeren lokaci, mun kuma gabatar da ƙarin cajin tsakiyar kwata.Ko da waɗannan canje-canjen, bai isa ba don ci gaba da haɓakar farashi da sauri.Sabili da haka, mun aiwatar da wani haɓakar farashin don duk sabbin umarni, wanda zai zama na ɗan lokaci da dindindin, dangane da samfurin.Mun yi aiki kuma mun ci gaba da yin aiki tare da abokan cinikin gas ɗinmu na masana'antu tare da yarjejeniya na dogon lokaci don taimaka mana mu yi amfani da tsarin farashin kayan aiki akai-akai a cikin waɗannan yarjejeniyoyin, ganin cewa waɗannan lokutan hauhawar farashin kayayyaki sun ci gaba kuma muna jinkirin tsarin daidaitawa kwata kwata yayin lokutan hauhawar hauhawar farashin kaya.m.
Ga abokan cinikinmu waɗanda suka yi nasara a cikin wannan kuma suna kula da dangantakarmu na dogon lokaci, wannan tsarin zai dawo zuwa tsarin sa na yau da kullun, ko a cikin kwata ko na shekara-shekara, yayin da yanayin tattalin arziki ya inganta.Babban godiya ga duk wanda ke aiki tare da mu don tabbatar da cewa za mu iya isar da samfuran su kamar yadda ake buƙata, amma yin hakan ba tare da cutar da kasuwancinmu ba.Na biyu, godiya ga waɗanda ke aiki a kan pre-updating backlog don yadda ya kamata a rufe ƙarin farashin jigilar kayayyaki don wasu umarni da ake da su a cikin bayanan mu.Za ku lura cewa mun tsara waɗannan ci gaban ta hanyoyi biyu daban-daban.Da gangan ne.Na farko, bayan yanayin farashin ya inganta kuma ya koma al'ada, wasu farashin mu za su kasance a matsayi mai girma, wanda zai zama mataki na al'ada a gare mu don daidaita farashin akai-akai.Na biyu shi ne alawus, wanda na wucin gadi ne, ko da yake a halin yanzu ba shi da iyaka.Don haka za mu sami rashin daidaiton farashi, amma ku kasance masu gaskiya ga abokan cinikinmu saboda suna ƙoƙarin yi mana adalci.
Kafin in yi magana game da hasashenmu na 2022, zan mika ƙasa ga Joe don ba ku bayyani game da ƙoƙarin rage farashin tsarin mu da sakamakon kwata na uku.
Na gode Jill Zalika na takwas yana nuna wasu farashin tsarin kwayoyin halitta da ayyuka don haɓaka iya aiki.Abin da kuke gani akan wannan faifan yana da dalilai guda biyu: na farko, don rage farashin aiki, na biyu, don tabbatar da cewa muna da damar da ta dace a wuraren da suka dace don saduwa da abokan cinikinmu.A gefen hagu na shafin, zaku iya ganin wani yanki na matakan rage farashin da muka ɗauka ko aiwatar a cikin kwata na uku.Wannan ba shakka ba cikakken lissafi ba ne.Mun haɗa kayan aikin mu na Tulsa mai sanyaya iska a cikin masana'antar masana'antar Beasley, Texas, ƙirƙirar masana'anta mai sassauƙa a ginin Tulsa, wanda ke cikin matakai daban-daban na ƙaddamarwa, dangane da layin samfurin.Ƙarin layukan samarwa masu sassaucin ra'ayi a Tulsa yana ba mu damar yin amfani da ƙwararrun ma'aikata kuma yana ba mu damar matsar da ƙuruciyar samarwa daga wasu wurare.Misali, mun kammala ƙaura na ductwork da tarukan da aka keɓe daga New Bragg, Minnesota, kuma ana sa ran za a fara samun kudaden shiga masu alaƙa a kashi na huɗu na 2021.
Wurin Beasley iri ɗaya ne zai samar da kayan gyaran mu da wuraren sabis a Houston, kuma a cikin ƴan watanni masu zuwa za mu haɗu tare da wurin gyara mu mai zaman kansa a Houston.A kan nunin faifan bidiyo za ku iya ganin wasu daga cikin shirye-shiryen ingantaccen aiki da ake aiwatarwa a cikin Amurka da Turai. A ƙarshe, muna ci gaba da tsaftace tsarin SG&A tare da takamaiman kawar da matsayi da aka ɗauka a cikin kwata. A ƙarshe, muna ci gaba da tsaftace tsarin SG&A tare da takamaiman kawar da matsayi da aka ɗauka a cikin kwata. Наконец, мы prodolzhaem soverschenstvovat nau strukturu SG&A. A ƙarshe, muna ci gaba da inganta tsarin SG&A ta hanyar kawar da takamaiman matsayi wannan kwata.最后，我们继续完善我们的SG&A 结构，并在本季度进行了特定的职位裁减。最后，我们继续完善我们的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. A ƙarshe, mun ci gaba da inganta tsarin SG&A kuma mun yanke wasu ayyuka a cikin kwata.A kan zamewar ta tara.Kasuwancin Q3 2021 sun kasance $ 328.3 miliyan, sama da 20% daga Q3 2020, tare da haɓakar kwayoyin halitta na 13.4%.A matsayin tunatarwa, tallace-tallace na Venture Global Calcasieu Pass a cikin kwata na uku na 2020 sun kasance kusan dala miliyan 25.6 idan aka kwatanta da kusan dala miliyan 5 a cikin kwata na biyu na 2021. Ko da yake babu wani babban haɗin gwiwa mai girma na LNG a cikin kwata na uku na 2021. Ban da tallace-tallace na manyan ayyukan LNG akan lokaci, kudaden shiga na Organic ya karu da kashi 25.2 cikin kwata na 2% idan aka kwatanta da kwata na 2. 13.6% shekara-zuwa yau a cikin 2021 idan aka kwatanta da farkon 2020.
Tallace-tallace a cikin kwata na uku na 2021 sun haɗa da haɓaka haɓaka kwata-kwata-kwata a cikin samfuran ƙwararrun da mafita na tanki mai sanyi.Tallace-tallacen CTS sun karu da kashi 14.7% a jere QoQ 2021 da 10% YoY, yayin da samfuran musamman sun haura 9.5% QoQ 2021 da 108% YoY..8% idan aka kwatanta da kashi na uku na 2020. Gyara na musamman, kulawa da kayan haya sun kai kashi 49.7% na yawan tallace-tallacen gidan yanar gizon mu.Kimanin kashi 50% na kwata na biyu a jere da 34.1% na duk na 2020. Babban kwata na mu na uku na 2021 ya yi mummunan tasiri ga kudaden da Gill ya bayyana.Babban riba da aka ruwaito shine 22.8% na tallace-tallace, gami da farashin da ba a maimaitawa ba tare da farashin ƙaddamar da kayan aiki, haɗin kai, sake fasalin da haɗin ginin.An daidaita shi don farashin da ba maimaituwa ba, daidaita girman juzu'i azaman adadin tallace-tallace ya kasance 26.5%, yana nuna nauyin farashin mu yayin kwata saboda saurin haɓakar kaya, sarkar samarwa da farashin kayan.
Daidaita babban gefe a matsayin kashi na tallace-tallace ya kasance ba tare da la'akari ba tun Q3 2020, ban da LNG, kuma ya ragu akai-akai tun Q2 2021. Batutuwa ba su da wani tasiri a kan daidaita babban gefe a matsayin kashi na samfuran musamman da tallace-tallace, gyare-gyare, ayyuka da haya.Daidaita jimlar juzu'i don samfuran ƙwararrun a matsayin kaso na tallace-tallace ya wuce 37%, daidai da kwata na biyu na 2021, kuma yana nuna ra'ayi gabaɗaya na kasuwancin.Kasuwancin Samfura na Musamman shine farkon farashin tushen abu tare da ingantaccen farashi na ɗan gajeren lokaci, ko samfuran da ke da saurin oda zuwa jigilar kaya, yana nuna ƙarin farashi na yanzu a farashin mu na yanzu.Gyara, kulawa da hayar gyare-gyaren babban gefe shine kashi 28.7% na tallace-tallace, gami da sake fasalin farashi mai alaƙa da shawarar da muka yanke na ƙarfafa wurin gyara mu a Houston, Texas.Babban jigon da aka daidaita RSL ya karu da maki 510 a jere a cikin kwata na biyu na 2021, gami da jigilar kayayyaki masu karamin karfi daga kasar Sin.
Mafi wahala ga babban ƙima da daidaitawa babban tabo shine tsarin canja wurin zafi.Lokacin gane kudaden shiga na tushen aikin, yin la'akari da babban abun ciki na yanki, asarar lokacin samarwa, da mafi girman fage. Matsakaicin kwata na biyu na 2021 zuwa kwata na uku SG&A yana haɓaka ta haɓakar LA Turbine da AdEdge. Matsakaicin kwata na biyu na 2021 zuwa kwata na uku SG&A yana haɓaka ta haɓakar LA Turbine da AdEdge.Haɓaka jeri na gabaɗaya da kashe kuɗi na gudanarwa daga Q2 2021 zuwa Q3 ana haifar da ƙari na LA Turbine da AdEdge. 2021 年第二季度到第三季度SG&A 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 da AdEdge. Madaidaicin ci gaban SG&A daga Q2 zuwa Q3 2021 an motsa shi ta hanyar ƙari na LA Turbine da AdEdge.Daga baya, Gill zai tattauna lokacin dawo da farashi da kuma tasiri mafi girma na aikin akan ribar da aka samu a wurare masu zuwa.Slide 10 yana nuna gyare-gyaren kashi na uku da shekara zuwa yau EPS na $0.55 da $2.09, bi da bi, gami da duk wani aiki na ƙima-zuwa kasuwa wanda muka saka hannun jari, wanda ke da tasiri mai kyau akan kwata na uku.kwata kuma daga farkon shekara.Sauye-sauyen EPS masu alaƙa da wasu kuɗaɗen lokaci ɗaya sun haɗa da sake fasalin, biyan kuɗin sallama, masu ƙaddamarwa da layukan samarwa, da sauran kuɗaɗen lokaci guda.Ganin cewa gudanarwarmu ta ɗauka cewa za su ci gaba, da kuma lokacin da ake tsammanin za a biya daga ayyukan tsarin da kuka ji game da su, ba mu haɗa da batutuwan da kuka ji game da su a yau ban da samarwa mara kyau ko tasirin tasiri. A cikin ƙoƙari don zama mai hankali ga maganganun da aka shirya da Q&A, mun haɗa da takamaiman bayanai na yanki da Na Farko, sabon bayanin abokin ciniki a cikin kari. A cikin ƙoƙari don zama mai hankali ga maganganun da aka shirya da Q&A, mun haɗa da takamaiman bayanai na yanki da Na Farko, sabon bayanin abokin ciniki a cikin kari. Don samun ƙarin sanin lokacin shirye-shiryen jawabai da Q&A, mun haɗa takamaiman takamaiman yanki da sabon bayanin abokin ciniki na farko-farko a cikin app ɗin. Don zama mafi dacewa don maganganun da aka shirya da Q&A, mun haɗa da cikakkun bayanai don takamaiman sassa kuma, a karon farko a cikin app, sabbin bayanan abokin ciniki.
Bugu da kari, muna yawan karɓar tambayoyi game da lokacin ƙarshe na aikace-aikacen 10-Q.Muna shirin gabatar da shi nan gaba a yau.
Slide 10 baya nufin cewa za mu ba da jagora na kwata a nan gaba, amma muna son samar da ƙarin takamaiman bayanai na kwata na gaba.A cikin mahallin hangen nesanmu na kwata na huɗu, ƙungiyarmu ta haɗa da wasu ƙarin abubuwan da ke faruwa a cikin kwata na huɗun tallace-tallace da hasashen samun kuɗin shiga, da kuma yadda muke yawanci ɗaukar sarkar samar da kayayyaki, jigilar kaya da jigilar kaya na iya ƙila haɓakawa.A kan nunin faifai 10 za ku iya ganin canji daga hasashen tallace-tallace na ciki da aka kiyasta a baya zuwa ƙarshen ƙarshen hasashen Q3 ɗinmu na baya da Q4 kamar yadda aka nuna a jere na farko.Manyan sassa masu motsi daga na biyu zuwa layuka na tara ba su da cikakkiyar ma'ana, amma sun haɗa da mafi girman ƙungiyoyi, gami da ƙayyadaddun ƙayyadaddun ƙayyadaddun ayyukan tsarin canja wurin zafi da sanarwar ci gaba.
Waɗannan sabuntawar sun kawo kewayon tallace-tallacen Q4 2021 da aka sabunta zuwa $370M da Q4 zuwa $370M zuwa $390M.Kamar yadda aka riga aka ambata, wannan gaba ɗaya ya faru ne saboda dage lokacin da aka yi hasashen samun kuɗin shiga zuwa 2022, kuma babu ɗaya daga cikinsu da ya yi asarar kudaden shiga.Sabuwar hasashen mu yana ɗauka cewa tallace-tallace a cikin 2021 zai ƙaru da 11-13% idan aka kwatanta da 2020. Slide 11 yana nuna hasashenmu na yanzu don 2021, wanda ke yin la'akari da ƙalubalen tattalin arziƙin da aka gabatar a baya, da ayyuka da lokutan lokaci har zuwa yau don magance waɗannan ƙalubalen dangane da bayanan yanzu.Muna tsammanin babban gefe zai karu azaman kashi na tallace-tallace a kowane bangare, ban da mafita na tanki mai sanyi, a cikin kwata na hudu na 2021, tare da kwata na uku yana nuna raguwa da raguwa a cikin kwata na hudu saboda jadawalin farashin.Babban riba a matsayin kaso na haɓakar tallace-tallace a cikin RSL da ɓangarorin Samfuran Musamman ana tsammanin za a motsa su ta hanyar haɗaɗɗun samfuran baya da lokacin haɓaka farashin, yayin da ɗan ƙaramin haɓakar haɓakar haƙƙin HTS ya kasance saboda manyan kayayyaki da ke ƙayyadaddun ƙayyadaddun ƙima.sakamakon tallace-tallace.
Madaidaicin daidaitattun ribar da ba ta karyewa ba a kowane kaso na cikakken shekara ta 2021 ana tsammanin zai kai kusan $2.75 zuwa $3.10 akan kusan 35.5 matsakaicin matsakaicin nauyi miliyan 35.5 wanda ya yi fice, yana ɗaukar ingantaccen adadin haraji na 19.5%, idan aka kwatanta da kiyasin mu na baya na 18%.Muna sa ran kwata na uku na 2021 zai sami mafi ƙarancin tasiri a kan iyaka, sannan ingantacciyar ci gaba a cikin ɓata na gaba, musamman kamar yadda wasu wuraren da ake iya gani za su gane manyan kudaden shiga.Farashin farashi da alawus sun fara nunawa a cikin riba kuma sau da yawa a cikin mafi girma girma don taimakawa wajen shawo kan aiki.Koyaya, kamar yadda aka ambata a baya, a lokutan rashin tabbas, muna buƙatar wasu matakan gaggawa.Motsawa zuwa slide 13, hasashen mu na shekara-shekara don 2022. Gabaɗaya, muna da masaniya kan takamaiman ayyukan kuma muna tsammanin buƙatun da muka gani a wannan shekara za su ci gaba, suna ba da gudummawa ga tasirin rikodin rikodi da hauhawar farashin a cikin 2022.
Mun haɓaka hasashen tallace-tallacenmu na duk 2022 zuwa kewayon dala biliyan 1.7 zuwa dala biliyan 1.85.Duk da yake muna da kyakkyawan fata game da wannan hasashen da aka bita, ban da duk wani ƙarin ko sabbin manyan ayyukan LNG, muna sa ran manyan ayyukan LNG guda uku a kan Tekun Fasha na Amurka waɗanda suka riga sun sami amincewar FERC don yanke shawarar saka hannun jari na ƙarshe a 2022. Muna sa ran biyu daga cikinsu za su bayyana a cikin littafin odarmu a farkon rabin shekara.Daga baya, zan yi magana game da waɗannan yuwuwar adadin daloli don kowane babban aikin LNG da dalilin da yasa bangaskiyarmu ta girma.Koyaya, don ba ku taƙaitaccen bayanin haɓakar tallace-tallace a cikin 2022 akan slide 13, jere na farko yana nuna bayanan umarni da muke shirin aikawa a halin yanzu a cikin 2022. Akwai wasu bayanan baya har zuwa 2023 tare da yuwuwar sakewa a cikin 2022, amma wannan ba a rufe shi anan.Ganin waɗannan matakan hasashe, layi na biyu da na uku suna nuna litattafai na yau da kullun da jiragen ruwa da ake tsammanin jigilar su a cikin 2022.
Layukan 4-6 takamaiman ƙananan ayyukan LNG ne waɗanda muke tsammanin za a yi rajista amma ana sa ran kammala su a cikin watanni shida masu zuwa saboda sauye-sauyen lokaci da madaidaicin tasirin kudaden shiga da ake tsammanin a cikin 2022. Sayi na 7 yana gabatar da yuwuwar kudaden shiga a cikin 2022 bisa ƙarin ayyukan liquefaction da aka shirya a farkon shekara.A ƙarshe, layi na takwas shine tasirin cikakken shekara na abubuwan AdEdge da LA Turbine.Madaidaicin rabon da ba a daidaita shi ba a kowane kaso ana tsammanin zai kasance tsakanin $5.25 da $6.50 akan kusan hannun jari masu nauyi miliyan 35.5 da suka yi fice, ƙarƙashin ingantaccen ƙimar haraji na 19%.Hakanan, ban da kowane babban LNG.Idan aka yi la'akari da hangen nesanmu na raguwa, muna sa ran samun ci gaban tallace-tallace na layi na kwata da na shekara idan aka kwatanta da rabin na biyu na shekara.Wannan tunanin ya haɗa da cewa muna tsammanin rabin farkon 2022 ya haɗa da ci gaba da juriya ga ƙalubalen da muke fuskanta a halin yanzu da kuma sannu a hankali tare da kyawawan ayyuka waɗanda aka ɗauka zuwa yau.
Yanzu bari mu koma baya mu yi magana game da buƙatu da ke gudana.Don haka tarihin garuruwan biyu shi ne kashi na biyu na abubuwan da ke faruwa a harkokin kasuwanci.Wannan babban buƙatu na yau da kullun yana goyan bayan imaninmu duka a dabarunmu da kuma makomarmu ta gaba.An bambanta mu ta hanyar tsarin mu na tsaka-tsaki da kayan aiki, kuma mun yi imanin canjin makamashi zai zama mafita ga matasan, dukansu za mu amfana daga duk wani farfadowa ko dawo da man fetur da gas na al'ada.Don haka, a kan nunin 15, mun nuna nau'ikan wutsiya guda uku waɗanda muke tsammanin za su tsara ɗabi'a a cikin shekaru goma masu zuwa, da kuma yanayin gabaɗayan jama'a da masu zaman kansu don yin aiki kan ƙarin zaɓuɓɓuka masu ɗorewa.Hukumar ta IEA da taswirar ta zuwa sifili sun nuna cewa alƙawuran yanayi na yau zai rage fitar da hayaki da kashi 20 cikin ɗari kawai nan da shekarar 2030, wanda ake buƙata don sanya duniya kan turbar sifiri nan da shekarar 2050.
Wata hanyar da za mu yi tunani game da shi ita ce, idan ba a fara yanzu ba, da wuya duniya ta riske mu don cimma waɗannan manufofin, ko da kun yi iya ƙoƙarinku daga baya a cikin shekaru goma.Bugu da kari, kasashe 90 sun ba da sanarwar bullar sifiri, wanda ke wakiltar kashi 78% na GDP na duniya.Yanzu kashi 82% na GDP na duniya CO2 ne ke tafiyar da shi kuma kasashe 32 suna da dabarun hydrogen na tallafi na jihohi.Idan aka kwatanta da shekarar da ta gabata, ci gaban wadannan alkaluman yana da matukar muhimmanci, wanda ke nuni da cewa ra'ayin duniya na tafiya zuwa ga ci gaba mai dorewa.Yayin da ma'auni da ababen more rayuwa na makamashi mai sabuntawa ke girma, muna kuma ƙara mai da hankali kan pragmatism, yayin da tabbatar da dorewa da dorewar makamashi.Iskar gas na taka muhimmiyar rawa a cikin wannan.Layi na uku na slide 16 yana da mahimmanci.Wannan yana biyan bukatun gaggawa na makamashi ba tare da katsewa ko katsewa ba, kuma a wasu lokuta, a karon farko, yana samar da wutar lantarki ga jama'a da yankuna kamar Afirka ta Kudu da Indiya.Bukatar samar da makamashi mai dorewa, tare da sha'awar tsaftacewa da ƙarin hanyoyin magance muhalli, zai amfane mu.
Don haka ci gaba da zamewa 16 akan ayyukan da ba na jiki ba da muke yi a cikin watanni 12 da suka gabata da kuma yadda suke sanya mu da kyau tare da cikakken tsarin mu mai tsabta da kayan aiki masu alaƙa.Ba zan ɓata lokaci mai yawa akan wannan faifan ba in ban da in faɗi cewa haɗin gwiwarmu tsakanin tsaftacewa, tsabtataccen wutar lantarki, ruwa mai tsafta, abinci mai tsafta da masana'antu masu tsafta sun kafu sosai kuma ba sa buƙatar ƙarin ayyukan da ba su dace ba.Abokan cinikinmu za su iya zaɓar daga nau'ikan hanyoyin mu da kayan aiki, kuma ba tare da la'akari da kwayoyin halitta ko fasaha ba.Don haka, za su iya zaɓar cikakken bayani ko wani sashi daga samfuranmu.A halin yanzu muna da matsayi mai kyau don wannan canji godiya ga ci gaban da ba na kwayoyin halitta na bara da aka kammala a kimantawa wanda muka yi imani yana da ma'ana sosai.Samun mafita na ƙarshe zuwa ƙarshe yana farawa don taimakawa, kuma muna sa ran zai ci gaba da haɓaka kasuwancin samfuran al'adar mu mafi girma.Bugu da kari, ayyukan haɗin kai a cikin kasuwancin mu na yau da kullun suna kan jadawalin kuma muna tsammanin farashin ciniki da haɗin kai zai ragu a cikin 2022.
Abubuwan da muka yi a cikin shekarar da ta gabata ana nuna su akan slide 17. Suna ba da gudummawa sosai ga bayanan mu kuma za su fara gudana ta hanyar P&L a cikin hanyar da ta dace a cikin 2022. Abubuwan da aka samu guda huɗu da aka kammala tsakanin Oktoba na 2020 da Yuni na 2021, suna da farashin siyan $ 105 miliyan a kan $ 105 miliyan a kan duk kuɗin da aka kashe a kan $ 1. Abubuwan da muka yi a cikin shekarar da ta gabata ana nuna su akan slide 17. Suna ba da gudummawa sosai ga bayanan mu kuma za su fara gudana ta hanyar P&L a cikin hanyar da ta dace a cikin 2022. Abubuwan da aka samu guda huɗu da aka kammala tsakanin Oktoba na 2020 da Yuni na 2021, suna da farashin siyan $ 105 miliyan a kan $ 105 miliyan a kan duk kuɗin da aka kashe a kan $ 1.Abubuwan da muka samu a cikin shekarar da ta gabata an nuna su a kan slide 17. Suna ba da gudummawa mai mahimmanci ga littafinmu na odar kuma za a fara gane su a cikin riba ko asara ta hanya mai ma'ana a cikin 2022. Abubuwan da aka samu guda huɗu da aka kammala tsakanin Oktoba 2020 da Yuni 2021 suna da farashin siyan haɗin haɗin $ 105 miliyan a duk faɗin duka huɗu kuma sun karɓi sama da $ 175 miliyan a cikin yarjejeniyar da aka rufe.Abubuwan da muka kammala a cikin shekarar da ta gabata ana nuna su akan slide 17. Suna haɓaka littafin odar mu sosai kuma za su fara motsawa sosai a cikin riba da asarar a 2022. An kammala saye huɗu tsakanin Oktoba 2020 da Yuni 2021 don jimlar farashin sayan kamfanoni huɗu na $ 105 miliyan, tare da sama da $ 175 miliyan a cikin umarni da aka sanya tun lokacin da suka rufe.Hakanan, a cikin ƙananan kusurwar hagu na faifan, za ku iya ganin wasu sauran haɗin gwiwar waɗannan haɗin gwiwa.Ina so in nuna cewa haɗin BlueInGreen, AdEdge da Chart tare da ChartWater sun sami goyon baya da yawa tun da wuri kuma kamar yadda na fada a baya, wannan shine sashin ci gabanmu mafi ƙarancin daraja a cikin 'yan shekarun nan kuma maganin ruwa shine gaba.Misali, AdEdge ya buga babban watan odar sa don 2021 a cikin Satumba, watan mu na farko na mallakarmu.Tun lokacin da muka sami BlueInGreen a watan Nuwamban da ya gabata, Ba da sabis na As-a-Service don maganin ruwa da aikace-aikacen masana'antu sun karu da kashi 62%.
Slide 18 yana nuna ayyukan mu na hydrogen, wanda ya ci gaba da wuce tsammaninmu don daidaitattun lambobi koda ba tare da wani umarni na kayan aikin ruwa ba a cikin kwata.A wannan shekara, mun sami kusan dala miliyan 200 a cikin oda masu alaƙa da hydrogen a cikin watanni tara.Mun yi rikodin tallace-tallace na hydrogen, babban riba da kudin shiga na aiki a cikin kwata na uku, haɗe tare da ƙaddamar da tankin ruwa na kasuwanci na kan jirgin da ƙaddamar da famfon ɗin ruwa na psi 1000 na ruwa.inch wannan kwata ya ba mu kwarin gwiwa kuma yana iya ba mu damar haɓaka kasuwar hydrogen da aka yi niyya na ɗan gajeren lokaci a cikin watanni / kwata-kwata masu zuwa.Wannan ƙananan bayanai ne amma mahimmanci kamar yadda yake nuna matakin mannewa idan aka kwatanta da watanni 12 da suka wuce.Daya daga cikin harsasai da ke kan faifan a yanzu an isar da su ne saboda a yanzu muna da wata hanya ta musamman da za mu yi amfani da hydrogen don amfanin mu ba wai kawai mun dogara ga hydrogen ba domin hydrogen ne kadai ya yi nasara a canjin makamashi.
Hakanan an tabbatar da wannan ta hanyar tayin da muke da shi na yuwuwar shawarwari don ƙirar masana'antar sarrafa hydrogen ta kimanin dala biliyan 1 don fiye da abokan ciniki 325 da abokan ciniki masu yuwuwa, tare da yanke shawarar yanke shawara don bututun mai daraja fiye da dala miliyan 500 kafin ƙarshen kwata na uku na 2022..Bututun ya haɗa da kyauta don tireloli sama da 115, kusan tashoshi 30 masu cikawa da dama na zaɓuɓɓukan shayarwa ga abokan ciniki a duk duniya gami da Turai, Arewacin Amurka, Koriya ta Kudu da Ostiraliya, gami da shida waɗanda muke tsammanin za su iya samuwa a cikin watanni shida masu zuwa.A cikin kwata na uku na 2021, mun kuma ba da odar dala miliyan 9.7 don tankunan ajiyar ruwa na hydrogen a China.Amurka, kuma mun fara kwata na huɗu tare da oda don haɓaka 30 t / d hydrogen liquefaction kayan aiki a cikin Amurka da kuma tsarin aiki na sirri a Koriya ta Kudu.cewa a cikin 'yan watannin da suka gabata, rarrabawar yanki na ayyukan sayan hydrogen ya zama mafi yaduwa, wanda ba kawai yana da amfani ga ci gaban kasuwancinmu ba.Hakanan alama ce mai kyau na yarda da hydrogen a duniya.
Dangane da tirelolin hydrogen, muna da oda sama da 60 a cikin watanni 12 da suka gabata kuma mun aika 7 a watan Satumba, wanda shine misalin fadada ƙarfinmu a cikin adadin tirela 52 a kowace shekara, kuma za mu ci gaba da yin aiki tuƙuru.a 2022. Sau biyu wannan ƙarfin kowace shekara.Yawancin abokan cinikinmu suna duban ruwa hydrogen a matsayin mafita don jigilar kaya masu nauyi, daga manyan motoci zuwa jiragen kasa da jirage.Misali ɗaya shine STOKE Space Technologies, mun sayi hydrogen ɗin su a cikin kwata.Wani misali kuma shine haɗin gwiwarmu da Hyzon Motors don haɓaka babbar mota mai nauyi mai nauyin mil 1,000 ta hanyar amfani da sabbin tankunan ruwa hydrogen da aka ƙaddamar.Slide 19 yana nuna ayyukan kama carbon a cikin kwata na uku, wanda ina tsammanin shine ke haifar da karuwar da ake tsammanin a cikin ayyukan kasuwanci na CCUS a nan gaba.Na ce a bara cewa ina tsammanin kama carbon ya kusan shekara guda a baya na hydrogen ta fuskar kasuwanci, amma idan aka yi la'akari da sauye-sauye daban-daban a kasuwa, ya nuna cewa kama carbon ya kasance bayan watanni 18 na hydrogen.
Amma abubuwan da suka faru na wannan kwata, gami da haɗin gwiwarmu tare da TECO 2030, Ionada da FLSmidth, sun shafi manyan kasuwanni inda kama carbon zai zama wani muhimmin sashi na ƙoƙarce-ƙoƙarcensa, gami da jigilar kaya, siminti, masana'antu da makamashi.Kwanan nan mun sami tallafin dala miliyan 5 daga Ma'aikatar Makamashi ta Amurka don fasahar kama carbon mai ƙarancin zafin jiki na SES don ƙira, ginawa, aiwatarwa da gudanar da aikinmu a Kamfanin Siminti na Tsakiyar Plains, wani kamfani na Eagle Materials, da kuma masana'antar simintin su a Missouri.Wannan aikin zai faɗaɗa tsarin CCC ɗin mu zuwa ton 30 a kowace rana kuma yana nuna cewa tsarin yana ɗaukar sama da 95% CO2 daga rafin iskar gas mai zuwa kuma yana samar da ruwa mai CO2 tare da tsabtar sama da 95%.Muna sa ran tsarki ya kasance sama da 99%.Hakanan mahimmanci a cikin kwata shine cewa mun karɓi odar fasaha don samfuran kama carbon ɗinmu daga kamfanin masana'antar masana'antu da aka siyar da jama'a wanda ke samar da kayan aikin masana'antar gini mai nauyi, da kuma tsarin fasaha na CCUS tare da KAUST a Gabas ta Tsakiya.
Ana sa ran za a juyar da odar injiniya guda biyu zuwa cikakkun oda don aikin CCS a cikin watanni 12 masu zuwa.A ƙarshe, fasahar kama carbon ɗin mu ta SES an gane ta a matsayin mafi kyawun maganin kama carbon ta hanyar MIT da ExxonMobil masu bincike kuma sun gano farashin samar da siminti da kama CO2 ta amfani da fasahar CCC ɗin mu ya zama 24% sama da samar da siminti ba tare da kama CO2 ba da sauran fasahohin kama carbon..farashin don samar da siminti da kama CO2 sun kasance 38-134% sama da na samar da siminti ba tare da kama CO2 ba.Don haka, ƙarshen ƙarshe na wannan tattaunawa shine cewa ba tare da kamawa da adana carbon ba, ba za a iya cimma burin rage carbon nan da 2030 ba.Don haka ku kasance da mu don samun ci gaba a wannan kasuwa.Wani muhimmin batu, mun tattauna a taƙaice akan kiran Q2 P&L, amma zan ƙara ƙarin lokaci akan takamaiman LNG saboda kyakkyawan fata da muka samu a cikin 'yan makonnin da suka gabata game da babban sanarwar LNG mai zuwa.Hakanan, kamar yadda kuke gani akan slide 20, tarin kasuwancin mu na yuwuwar ayyukan LNG shima yana girma.
A matsayin tunatarwa, mun raba kasuwancin LNG zuwa kashi uku.Da fari dai, kayan more rayuwa ne, gami da manyan motoci, tashoshin gas, sufuri, kwantena na ISO, layin dogo LNG.Na biyu shi ne kananan ayyuka da kuma na gamayya.Na uku shine babban LNG, wanda ba mu haɗa a cikin hasashe ko hasashenmu ba, amma muna da yuwuwar odar kusan dala biliyan 1 a shekara mai zuwa yayin da aka yanke shawarar saka hannun jari na ƙarshe akan waɗannan ayyukan.Sakamakon haka, LNG yana da matsayi mai kyau a kasuwa don motsawa daga kwangilar samar da kayayyaki na ɗan gajeren lokaci zuwa kwangilar samar da kayayyaki na dogon lokaci yayin da ma'auni na wadata da buƙatu ke ƙaruwa.Musamman, muna ganin wannan a cikin ayyukan tashoshi na fitarwa a gabar Tekun Amurka na Mexico.Muna sa ran manyan tashoshin fitarwa na LNG guda uku a gabar Tekun Fasha na Amurka za su shiga FID a shekarar 2022. Kamar yadda na fada, ana sa ran biyu daga cikin wadannan ayyuka uku za su karbi umarni a rabin farkon wannan shekara.Babu ɗayan waɗannan ayyukan a halin yanzu da aka yi rajista kuma babu ɗayansu da aka haɗa a cikin hasashen mu na 2022.Mu masu ra'ayin mazan jiya suna tsammanin Mataki na 1 (10Mtpa) na Venture Global Plaquemines zai canza zuwa FID a farkon rabin shekara, kuma ku lura da abin da na faɗa cikin ra'ayin mazan jiya.
Muna kuma sa ran aikin zai ƙunshi sama da dala miliyan 135 a cikin hotuna masu hoto.A cikin kwata na uku, VG da Polish Oil and Gas Co sun kulla yarjejeniya wacce PGNiG za ta sayi karin tan miliyan 2 daga Venture Global sama da shekaru 20.Tare da ƙarfin samarwa na shekara-shekara na ton miliyan 11, muna tsammanin kashi na farko na aikin Tellurian Driftwood zai haɗa da sama da dala miliyan 350 a cikin ginshiƙi.Sun sanya hannu kan yarjejeniyar siyarwa da siyan Shell a cikin kwata na uku, wanda ya haifar da kammala siyar da LNG na masana'antu biyu na farko, kuma suna da niyyar fara gini a farkon 2022. Muna sa ran aikin Cheniere Corpus Christi Phase III zai hada da sama da dala miliyan 375 a cikin jadawalin da aka sanar a makon da ya gabata kuma ENN LNG ta amince da siyan kusan 900,000 tons kowace shekara.Wannan alama ce wani ci gaba a cikin kwangilar dogon lokaci don ƙarfin mu na LNG a cikin tsammanin FID Phase 3 a Corpus Christi a shekara mai zuwa, in ji Schenier.Nau'in LNG na biyu yana kan ƙaramin sikeli.
Muna da LOI guda biyu don ayyukan da ba a yi rajista ba tukuna, kuma wannan shine yawancin tunaninmu na 2022 kamar yadda kuka gan shi akan tafiya.Waɗannan ƙira sun shafi ayyukan sikelin mai amfani a cikin Eagle Jacksonville, Florida da New England.Aikin New England yana jiran amincewar Majalisar Birni.Abu ne da ba za a iya mantawa da shi ba a ce hukumar ta sanya wannan a cikin ajandar taron tun watannin da suka gabata, amma ba su da lokacin yin wadannan tarukan.Amma muna fatan za a amince da shi a taron hukumar na yau, kuma muna sa ran sanarwar ba da jimawa ba.A ƙarshe, a cikin nau'ikan abubuwan more rayuwa, muna ci gaba da ganin ci gaban rikodin a cikin manyan motocin tanki na LNG, kwantena na ISO da sauran kayan aikin da ke da alaƙa.A ƙarshen Satumba, mun karɓi odar LNG dala miliyan 19 don jerin motoci masu taushi, odar mu ta biyu a cikin shekaru masu yawa.Umarnin tanka na LNG na motocin motoci ya kasance mai ƙarfi sosai a cikin kwata na uku na 2021, wanda ya zarce dala miliyan 33, yana yin umarni na shekara-shekara na 2021 kusan dala miliyan 105 fiye da kowace cikakkiyar shekara a tarihinmu, gami da sabbin umarni na abokin ciniki a Poland da Indiya., Yana nuna babban yarda da LNG a matsayin man fetur a lokacin canjin makamashi.
A ƙarshe, a matsayin wani ɓangare na shirye-shiryen sauya jiragen ruwa biyu na Amurka zuwa iskar gas na LNG a ɓata masu zuwa, mun sami binciken injiniya ga masu jiragen ruwa na Amurka.
Tun daga ranar 30 ga Satumba, 2021, ƙarfin kuɗin mu ya kasance 2.99.Kamar yadda aka nuna a gefen hagu na faifan 22, mun rufe refinance a ranar 18 ga Oktoba, 2021, wanda ya inganta sharuɗɗa, ƙara ƙarfin aiki, tsawaita balaga na kayan aikinmu, da rage farashi.Wannan juzu'i mai dorewa na dala biliyan 1 ya haɓaka ƙarfin rancen roƙon mu daga dala miliyan 83 zuwa dala miliyan 430 ta hanyar cire ƙaramin adadin rancen dala na maki 50, yana adana kusan dala miliyan 2.3 a shekara a matakan rance na yanzu, da kuma cire dokar tara kuɗi a cikin ƙuntatawa masu alaƙa da COVID..A karon farko a tarihin mu, muna cikin yarda kuma mun haɗa da samfur mai ɗorewa a cikin kayan aikin bashin mu, tare da ƙarin rage farashin da ke da alaƙa da rage yawan hayaƙin iskar gas a cikin shekaru biyar masu zuwa.Manufofin suna da alaƙa kai tsaye.Wannan tayin yana nufin kashi 150% na burin ƙungiyar bankin mu na yanzu na 100% na dala biliyan 1.
A ƙarshe, zaku iya ganin wasu ƙwarewa na ayyukan ESG ɗinmu akan slide 23, gami da sanin Gastech a matsayin Gwarzon Rage Fitarwa na Shekarar wannan kwata, da kuma kasancewa ɗan wasan ƙarshe a rukunin Gastech Awards don ƙungiyoyin da suka tsaya don bambanta da haɗawa. Har ila yau, a watan da ya gabata, an ba mu sunan ƴan wasan ƙarshe a cikin lambobin yabo na S&P Global Platts Energy don alhakin zamantakewar kamfanoni. Har ila yau, a watan da ya gabata, an ba mu sunan ƴan wasan ƙarshe a cikin lambobin yabo na S&P Global Platts Energy don alhakin zamantakewar kamfanoni. Также в прошлом месяце мы стали финалистами премии S&P Global Platts Energy. Hakanan a watan da ya gabata, mun kasance ƴan wasan ƙarshe na lambar yabo ta S&P Global Platts Energy Corporate Social Responsibility Award.同样在上个月，我们在S&P Global Platts Energy 企业社会责任奖中入围。 S&P Global Platts Energy 企业社会责任奖中入围。 Также в прошлом месяце мы вошли в шорт-лист премии S&P Global Platts Energy Hakanan a watan da ya gabata, an zaɓe mu don lambar yabo ta S&P Global Platts Energy Corporate Responsibility Award.Dukansu Jill da ni muna so mu ɗauki ɗan lokaci a cikin wannan yanayin macro mai ƙalubale don godiya ga membobin ƙungiyar don kasancewa mai da hankali, da sauri aiwatar da ayyuka daban-daban na dawo da farashi, da kuma ci gaba da samar da ƙari da ƙari na babban fayil ɗin mu na mafita mai dorewa da bukatu da buƙatun ƙwayoyin cuta.- agnostic kayayyakin.
[Umaroriyar Mai Gudanarwa] Tambayarmu ta farko ta fito ne daga Ben Nolan na Stifel.Layinku yanzu a buɗe yake.
Da sauri hada biyun nan.Sannan juya shi.Na farko, dole ne ya kasance da sauri.A cikin Mataki na 3 Corpus Christi, shin wannan lambar ta fi a da girma dangane da abun cikin ku?Da alama haka.Kawai sha'awar idan akwai wani ƙarin abun ciki da za'a iya siyarwa.Duk da haka, ɗayan tambayar ta fi jigo kuma a fili ta kasance kwata mai wahala.Akwai abubuwan da ba ku zato ba, kuma babu wanda ya yi tsammanin za su yi tasiri a nan.Amma da aka ba ku [batun fasaha] 2022, Ina ƙoƙari ne kawai in gano abin da ke cikin wurin don motsawa.Kuma - me kuke tunani, eh - idan wani abu ya faru ba makawa, ba zai tafi kamar yadda aka tsara ba, idan an yi la'akari da isasshen sarari a cikin jihar ku?
Da kyau, na gode Ben.Don haka bari in gabatar da amsar farko ga Mataki na III na Corpus Christi.Wannan lambar ta fi da.Har ila yau, ina so in ce wannan shi ne karo na farko da wannan ya faru, wanda ya kara da tabbacin cewa duk masu gudanar da ayyuka guda uku da na kwatanta a cikin Big LNG sun gamsu da cewa muna fitar da matakin abubuwan da muke tsammanin a cikin jama'a..Don haka yana da kyau.Bayan haka, don amsa tambayar ku kai tsaye, akwai wasu, koyaushe cikin yadda waɗannan ayyukan ke aiki, ci gaba da aiki a bango tsakanin EPC, mai aiki da Graph, a kusa da tsarin, yadda zai yi kama da, waɗanne sassa suka dace..
Don haka akwai canji mai alaƙa da ma'auni wanda ya yi mana fa'ida sosai, kuma sharhi game da sakewa da sake maimaitawa abu ne mai sauƙi idan aka yi la'akari da canjin yanayin macro.Don haka waɗannan biyun sune ke haifar da haɓakar abun ciki don wannan takamaiman aikin.Sannan, don tambayar 2022, an gina kasan jagorar akan ɗakin murzawa da kuka kwatanta.Mun yi imanin an fi rarraba tallace-tallace a ko'ina cikin shekara.Kuma har yanzu kuna ci gaba da ci gaba a cikin kwata na farko kuma kuna samun kyau a cikin kwata na biyu.Muna da kyakkyawar fahimta game da waɗannan hanyoyi - raguwar da muke rasawa.Mun ƙirƙiri ɗan ƙaramin ɗaki a ƙarshen rabin farko a cikin tunaninmu yayin da muka gama kewayon da tabbaci.Bugu da ƙari, ba mu bayar da shawarwari a cikin kwata, don haka idan wani ya tambaye ni game da shi.
Amma muna yin la'akari da shi ta wannan hanya: idan muka dubi cikakkun bayanai na bayanan baya a farkon rabin 2022, babban ɓangaren bayanan mu shine samfurori na musamman da mafita na injin daskarewa.A cikin keɓe sararin samaniya, muna ganin sassauci mai yawa dangane da daidaitattun matakan gefe.Sannan, kamar yadda Brinkman ya yi tsokaci kawai, wasu sassan da ɓangarorin ƙwararrun mu sun fi sauri wajen yin ajiya da jigilar kaya kuma suna ci gaba da farashi/daraja.Sannan, akan shawarar tankin injin daskarewa, a cikin bayanan baya a farkon rabin, muna kuma da babban sashi a cikin EMEA, inda akwai ingantacciyar hanyar wucewa wannan farashin.Don haka waɗannan abubuwa biyu suna ba mu kyakkyawan ra'ayi na rabin farko.Amma ina tsammanin rarrabawa ya fi a wannan shekara fiye da na 2021, tare da haɓaka haɓaka daga Q4 zuwa Q1, Q1 zuwa Q2 kuma a kasan wannan kewayon.