Hoʻokumu ʻia ma 1993 e nā kaikunāne ʻo Tom lāua ʻo David Gardner, The Motley Fool e kōkua i nā miliona o ka poʻe e hoʻokō i ke kūʻokoʻa kālā ma o kā mākou pūnaewele, podcasts, puke, kolamu nūpepa, hōʻike lekiō a me nā lawelawe hoʻopukapuka kālā.
Hoʻokumu ʻia ma 1993 e nā kaikunāne ʻo Tom lāua ʻo David Gardner, The Motley Fool e kōkua i nā miliona o ka poʻe e hoʻokō i ke kūʻokoʻa kālā ma o kā mākou pūnaewele, podcasts, puke, kolamu nūpepa, hōʻike lekiō a me nā lawelawe hoʻopukapuka kālā.
Ke heluhelu nei ʻoe i kahi ʻatikala manuahi me nā manaʻo ʻokoʻa paha mai The Motley Fool premium investment service.E lilo i lālā Motley Fool i kēia lā a loaʻa koke i nā ʻōlelo aʻoaʻo loiloi kiʻekiʻe, ka noiʻi hohonu, nā kumuwaiwai waiwai a me nā mea hou aku.
Aloha kakahiaka a hoʻokipa ʻia i ka ʻaha kūkā o Chart Industries, Inc.e like me nā hopena o ka hapaha ʻekolu o 2021. [Notes to Operators] Ua hoʻokuʻu ʻia ka hoʻolaha a ka hui a me nā wehewehe hou aʻe i kēia kakahiaka.Inā ʻaʻole i loaʻa iā ʻoe ka hoʻokuʻu paʻi, hiki iā ʻoe ke komo iā ia ma ke kipa ʻana i ka pūnaewele Chart ma www.chartindustries.com.E loaʻa ana ke kelepona hou ʻana i kēia lā ma hope o ke kelepona ʻana a hiki i ka Pōʻalima, ʻOkakopa 28, 2021.
Hoʻokomo ʻia ka ʻike e pili ana i ka replay i loko o ka hoʻokuʻu paʻi a ka hui.Ma mua o ka hoʻomaka ʻana, makemake ka ʻoihana e hoʻomanaʻo iā ʻoe ʻo nā ʻōlelo ahistorical i hana ʻia ma kēia kelepona kūkā ʻana he mau ʻōlelo i mua.E ʻoluʻolu e nānā i ka ʻike e pili ana i nā ʻōlelo a me nā kumu pilikia i loaʻa i loko o ka hōʻike kālā loaʻa o ka hui a me nā faila hou me ka Securities and Exchange Commission.ʻAʻole kuleana ka Hui e hōʻano hou a hoʻoponopono hou i nā ʻōlelo i mua.
Mahalo iā Gigi.Aloha kakahiaka a pau, a mahalo iā ʻoe no ka hui pū ʻana mai iā mākou i kēia lā no kā mākou kelepona kālā Q3 2021 a me ka hoʻonui ʻana i kā mākou 2022 outlook.E hui pū me aʻu i kēia lā ʻo Joe Brinkman, ka mea kahiko o ka Chart Industrial Gases a i kēia manawa ko mākou luna kālā nui, nāna e hāʻawi iā ʻoe i nā hopena hapahā ma hope o ke kelepona.ʻElua mau kūkākūkā o kēia lā a like me nā mea āu i lohe ai mai nā hui ʻē aʻe, maopopo iaʻu.ʻO ka mea mua, ʻo nā pilikia macro pōkole a mākou i alo ai i ka hapaha ʻekolu, ko lākou hopena i kā mākou hapaha, a me nā hana a mākou i hana ai a hoʻomau i ka hana e pale aku i ka ʻino a hāʻawi i ka loaʻa kālā ikaika, e like me kā mākou i manaʻo ai.makahiki aku nei.ʻO ka lua, ke ʻike nei mākou i ka hoʻomau ʻana i ka hana ikaika ma kahi ākea o nā kauoha a ʻo nā hōʻailona āpau e kuhikuhi ana i ka hoʻomau ʻana i ke koi kumu no kā mākou huahana.
No laila, e hoʻomaka me ka paheʻe ʻehā o ka deck hou i hoʻokuʻu ʻia i kēia lā.ʻO kā mākou puke kauoha o $350M i Q3 2021 e hōʻike ana i ka ulu mau ʻana o ka noi ma waena o ka ʻoihana, ʻoi aku ma mua o kā mākou mau manaʻo i ka hoʻomaka ʻana o ka hapaha hāʻawi ʻia ʻaʻole mākou i manaʻo a loaʻa paha nā kauoha liquefaction nui ma Q3.hapaha, ʻo kā mākou mau manaʻo he $300 miliona.ʻO nā kauoha i kēia hapaha he 33% kiʻekiʻe ma mua o ke kolu o ka hapaha o 2020, ka hopena i kā mākou puke kauoha YTD 53% kiʻekiʻe ma mua o nā mahina ʻeiwa mua o 2020. Eia kekahi, ua hoʻonui ʻia nā kauoha no nā huahana kūikawā ma mua o 100% i kēia hapaha i hoʻohālikelike ʻia i ke kolu o ka hapaha o 2020 a ʻoi aku ma mua o 150% makahiki a hiki i kēia lā.Ua hoʻopuka pū ʻo Cryo Tank Solutions i ka ulu nui i kēia mau manawa, piʻi 35% i ka hapaha a me 53% i ʻeiwa mahina.
ʻO nā kauoha i ke kolu o ka hapaha ua hāʻawi i kā mākou ʻehā o ka hoʻopaʻa inoa backlog quarter, i kēia manawa ma luna o $ 1.1 biliona, e hoʻoikaika ana i ko mākou hilinaʻi i kā mākou hiʻohiʻona 2022 a ke ʻike nei i nā kiʻekiʻe kiʻekiʻe o ka hana kauoha i kahi ʻano paʻa mau makahiki.Ke kuhikuhi nei i ka ʻaoʻao hema o ka paheʻe ʻehā, hōʻike kēia i ka mea a mākou e manaʻo ai he pae maʻamau hou o nā kauoha hapahahā a mākou e manaʻo ai.Ma mua o COVID a ma mua o ke au o ka ikehu maʻemaʻe, a i ʻole ma waena o 2016 a me 2019, ʻoi aku ka $238 miliona awelika backlog i kēia manawa ma mua o $ 300 miliona i kēlā me kēia hapaha.Aia kekahi mau mea ʻē aʻe e nānā ai i kā mākou kauoha e mālama ai i kēia hapaha.Ua kau mākou i nā kauoha 60 i ʻoi aku ma mua o $ 1 miliona i kēlā me kēia i ke kolu o ka hapaha a me 152 i kēia makahiki.ʻO ke kolu o ka hapaha ka lua o ka lālani no mākou me nā kauoha 60 i ʻoi aku ma mua o $ 1 miliona.Loaʻa iā mākou nā kauoha hou 20 a me nā kauoha 65 mai nā mea kūʻai aku hou.
Mai ka hoʻomaka ʻana o ka makahiki a hiki i ke kolu o ka hapaha o 2021, ʻoi aku kā mākou kauoha āpau no nā ʻāpana huahana kūikawā ma mua o ko lākou pae kauoha kūpono no 2020 a pau. e ka hoʻopaʻa ʻana a me ka hoʻouna ʻana aku, a hāʻawi ʻia i nā pae kumu kūʻai o kēia manawa.ʻO ka hopena, ʻaʻole i ʻike ka hapa o ka ʻoihana i ka emi ʻana o ka loaʻa kālā ma muli o ka piʻi ʻana o nā kumukūʻai waiwai.Ke hoʻomaka nei mākou e ʻike i ka hoʻihoʻi hou ʻana, ʻoiai ma mua o ka mea i manaʻo ʻia, i nā mākeke aila a me nā kinoea kuʻuna, e komo pū ana me ka ʻimi kinoea kūlohelohe a me ka hoʻopili ʻana, me nā mea hoʻololi wela hoʻoluʻu e loaʻa i nā puke kiʻekiʻe loa i ʻelua mahina o 2020-2021, kala mai.I ʻAukake a me Kepakemapa, ʻo ke kolu o ka hapaha o 2021 ka hapaha me ka nui o nā kauoha no nā mea hoʻololi wela ea.
ʻO kekahi laʻana kahi i pili ʻole ʻia kā mākou huahana ma ka pae molekala.No laila, ke hoʻomau nei ka hoʻololi ʻana o ka ikehu, e pōmaikaʻi mākou i ka hoʻihoʻi ʻana o ka aila.No laila, e nānā kākou i nā kikoʻī o ke kaumaha o ke kumu kūʻai a me nā hana i hana ʻia e hoʻopau i ka manaʻo o ka huki hou ʻana i kēia mau kumukūʻai kiʻekiʻe aʻe i manaʻo ʻia ma nā slides 5 a me 6. ʻOiai ke manaʻo nei mākou ʻo ke kolu o ka hapaha o 2021 ka pae haʻahaʻa loa o ka hopena maikaʻi ʻole ma muli o kēia mau kumu kūʻai, ʻoiai ua hoʻoholo ʻia kekahi o kēia mau pilikia - e hoʻemi ʻia a hoʻemi ʻia nā mea ʻē aʻe.Ke manaʻo nei mākou e hoʻomaikaʻi nā margin i nā hapaha hope, akā ke hoʻoponopono nei mākou i kā mākou alakaʻi no ka hapaha e hiki mai ana, me ka hoʻololi ʻana i ka manawa kūʻai a me ke kaomi kumu kūʻai.Ua ʻōlelo mua mākou e manaʻo mākou i ka Q3 2021 e nānā inā e hoʻomaikaʻi ana a me ka loaʻa ʻana o nā waiwai a me ka loaʻa ʻana o ka maikaʻi a laila pane koke.Ua ʻoi aku ka ʻino o kēia hapaha.
ʻOiai ka ulu ikaika o nā kauoha a me nā backlogs, logistic a me nā pilikia hana i ke kaulahao hoʻolako i hoʻopilikia i kā mākou hopena.Ua pane koke mākou me nā markups, nā hoʻonui kumukūʻai hou a me nā kumukūʻai hana haʻahaʻa, akā ʻaʻohe o kā mākou hana intra-quarter i hopena koke i ka loaʻa kālā ma ka hapaha.Ke wānana nei mākou i nā hana i ka holomua a me nā manawa markup a me ka hana maʻamau a me ka hana pono e hopena i ka hoʻi ʻana i nā palena maʻamau, hoʻomaka ka hana mua o ka hana i ka hapahā ʻehā a hoʻomau i ka hapaha lua o 2022, i hoʻokomo ʻia i kā mākou wānana no 2022 makahiki.E hoʻi i hope a hoʻomaopopo i nā pilikia a me kā mākou hana e pili ana iā lākou.Hōʻike ka Slide 5, laina hoʻokahi i ka piʻi wikiwiki ʻana o nā kumukūʻai waiwai i ke kolu o ka hapaha o 2021, me ka hoʻonui ʻia ʻana o ke kila kila, aluminika a me ke kalapona e 12%, 18% a me 24% kēlā me kēia mai Iune 30 a Kepakemapa 30. Mai Iulai 1, ua hoʻokō mākou i kahi piʻi nui o ke kumukūʻai.
ʻAʻole mākou i ʻike i ka nui o ka hoʻololi ʻana i ka Q3 i hāʻawi ʻia i kā mākou manawa lag a me ka piʻi ʻana o ke kumukūʻai.Eia kekahi, ua hoʻomaka mākou e hoʻohui i kahi uku i nā kauoha hou a pau e hoʻomaka ana i ka waena o ke kolu o ka hapaha o 2021 a hoʻonui hou i nā kumukūʻai ma ʻOkakopa 2021. ʻO kā mākou hana hoʻolālā e hiki ai iā ʻoe ke hoʻonohonoho i nā kumukūʻai o kēia manawa no nā mea i ka wā o ka mana o ka noi.No laila, ua hōʻano hou ʻia kēia mau ʻōlelo a pau.Hōʻike ka lālani ʻelua i nā pilikia i ke kaulahao hoʻolako, ʻo ia ka congestion port, nā mea hoʻokele, nā kaʻa, nā ipu, ka loaʻa o nā mea.ʻIke ʻia ʻaʻohe o kēia mau mea pili i ka pakuhi a ke hana nei kā mākou hui e hōʻemi i nā ʻokoʻa manawa kūʻai ma muli o ka hoʻopau ʻana i ke kaulahao.Eia nō naʻe, hoʻoulu hou kēia i kā mākou hakakā no ka waiwai palekana, a laila e pili ana i ke kahe kālā manuahi i ka wā pōkole.Ma ke kamaʻilio ʻana e pili ana i ka loaʻa ʻana o ka mea hoʻokele a me ke kaʻa, ʻo ke kolu o ka lālani e hōʻike ana i kahi pilikia i kamaʻilio pinepine ʻia, akā pōʻino loa, pilikia i manaʻo ʻole ʻia i loaʻa iā mākou ma waena o ʻAukake 11th a me ʻOkakopa 7th.
Ua hoʻokau kā mākou mea hoʻolako kinoea ʻoihana i kahi hanana force majeure ma ka nitrogen a me ka argon lako i nā mea kūʻai aku kinoea ʻenehana, me mākou, ma muli o ke ala hou ʻana o ka noi no ka oxygen ma muli o COVID-19, ʻoi aku hoʻi ma United States.ʻOiai ua loaʻa iā mākou ka pōmaikaʻi o ka hoʻohana ʻana i kekahi o kā mākou mau kaʻa cryogenic i loko o kā mākou mau moku hoʻolimalima a hoʻolimalima i kahi mea hoʻokele i hōʻoia ʻia e hoʻopuka i ke kinoea kūlohelohe ma o kā mākou pūnaewele hoʻolaha e hoʻomau i ka holo ʻana o kā mākou hana, ua hoʻonui maoli kēia hemahema i kā mākou mau kumukūʻai hana a me nā hemahema.Ma ka ʻaoʻao maikaʻi, ua hoʻāla ʻia kēia hanana force majeure ma ʻOkakopa 7th a ua hoʻi hou nā māhele i kēia manawa.Hele i ka paheʻe ʻeono, lālani ʻehā.Ke kū nei mākou i ka loaʻa ʻana o ka hana a me nā pilikia kumukūʻai, me ka hopena o COVID-19 i ka limahana.
Ke manaʻoʻiʻo nei mākou ua hana mākou i nā hana kūpono e hōʻoia ai ʻaʻole mākou i hoʻopilikia ʻia e nā pilikia hana ma ka hapahā ʻehā, koe wale nō ka piʻi pololei ʻana o ka uku o kēlā me kēia hola, ʻaʻole ia he manawa pōkole a hoʻokō ʻia i ke kolu o ka hapaha ma ka pane ʻana i ka paʻa ʻana a me ka hoʻolimalima ʻana i kahi helu nui o nā limahana hana.lālā hui.I ka hapaha, ua hoʻolimalima mākou i 372 poʻe, a ʻoi aku ka nui o 98% me mākou.ʻOiai e hoʻomau mākou i ka hoʻonui ʻana i ka uku, ua hoʻohana pū mākou i nā mea hoʻoikaika kākau inoa i ka hapaha, i hoʻopilikia maikaʻi ʻole i nā kumukūʻai akā ʻaʻole i hoʻokomo ʻia i ka uku kumu.ʻO ka lua o ka pilikia o ka limahana i hoʻomaikaʻi nui ʻia i ʻOkakopa, ʻo ia ka piʻi hou o COVID-19 ma kā mākou hale hana US.Mai ʻAukake 1 a i Kepakemapa 30, ʻo ka awelika o 3.7% o nā limahana hana ma kā mākou mau hale koʻikoʻi US i haʻalele ʻia no hoʻokahi pule ma muli o COVID-19.
He kakaikahi loa na kanaka hana pololei no keia mau halekuai mai Okatoba mai.Ua hana kēia i nā hemahema o ka hana, nā hoʻololi hoʻonohonoho ʻana, a me nā hoʻololi ʻē aʻe ʻoiai ʻo kā mākou hana pololei i hoʻopaʻa i nā wahi like ʻole o ka hale kūʻai.I ka hapaha, ua pani pōkole ʻia ʻelua o kā mākou hale hana ma muli o ka Hurricane Ida, ka hopena o nā hola ʻoihana.He hopena pōkole kēia me ka pōʻino mau a mau ʻole a hopena paha.ʻO ka hope, manaʻo mākou a hoʻolālā e hoʻomau i ka hoʻokō ʻana i nā hana hoʻokō kānāwai ikaika o Kina ma kā mākou keʻena ma Kina.Ma kahi e pono ai, ua kūkulu mākou i nā ʻano hoʻolālā hoʻohaʻahaʻa.Akā i kēia manawa, ʻo ka hāʻawi ʻana i ka mana o kēlā me kēia pule no kā mākou ʻoihana Kina he ʻelima maʻamau, ʻelua palena a i ʻole ʻehā mau mea maʻamau, ʻekolu palena, a inā ʻaʻole i hoʻololi ʻia ke kūlana o kēia manawa i ka hapaha, e hōʻea mākou i ka waena o kā mākou hapaha ʻehā me ka ʻole o ka palena.wanana Pake.
ʻO mākou - ua pane mau mākou i nā hoʻololi kumu kūʻai a me nā hoʻololi kumukūʻai ʻē aʻe me ka piʻi ʻana o ke kumukūʻai a me nā uku hoʻonui.Hiki iā ʻoe ke ʻike ma ka paheʻe 7 i ka piʻi ʻana o ke kumukūʻai waiwai ma ka hapa luna o ka paheʻe.Mai ka hoʻomaka ʻana o ka makahiki, ʻo kā mākou mau ʻano nui ʻekolu o nā mea maka: ke kila kila, ke alumini a me ke kila kalapona i ulu e 33%, 40% a me 65%.I nā lā 20 mua o ʻOkakopa, ʻike mākou i ke kumukūʻai kalapona a me ke kila kila kila, akā hāʻawi ʻia ke kūlana magnesium, hoʻomau ka piʻi ʻana o nā kumukūʻai alumini a ua hōʻole ka loaʻa.I ka ʻōlelo ʻana i kēlā, ma mua o koʻu kamaʻilio ʻana e pili ana i ke kumu kūʻai i koi ʻia a me nā uku a mākou e kau nei, a me nā kumu o ka ʻokoʻa ma waena o kēia mau ala, e ʻae mai iaʻu e kamaʻilio e pili ana i kā mākou pae hōʻoluʻolu me nā waihona palekana.E like me kāu e ʻike ai, mai ka hoʻomaka ʻana o ka makahiki ua hoʻonui mākou i ka waihona palekana kahi e kūpono ai ka hoʻonui ʻana i nā koena waiwai ma mua o ka mea maʻamau, e hoʻopili ai i ke kahe kālā manuahi.Eia naʻe, ua ʻae kēia hoʻoholo koʻikoʻi iā mākou ʻaʻole e nalo i kahi hoʻouna nui hoʻokahi no kā mākou mea kūʻai.
No ka laʻana, ua komo mākou i kekahi mau ʻaelike hoʻokahi a me ʻelua makahiki, e hāʻawi ana i nā kumukūʻai mālama kālā i ka hapa mua o 2022 i hoʻohālikelike ʻia i nā pae o kēia manawa e pili ana i ka manawa i loaʻa iā mākou ka hoʻokomo.E pili ana i ke kumu kūʻai, ʻaʻole mākou e manaʻo e piʻi aʻe nā kumukūʻai waiwai, e like me kā lākou i hana ai mai ka hopena o ka hapaha ʻelua a hiki i ka hopena o ka hapaha ʻekolu.I ko mākou ʻike ʻana i kēia, ma waho aʻe o ka hoʻololi kumu kūʻai i hoʻokō ʻia mai Iulai 1 a me ka ʻōlelo hou ʻana i nā mea āpau no nā kelepona hāmama no nā papahana me kahi manawa palupalu, ua hoʻokomo pū mākou i kahi uku hoʻonui waena.ʻOiai me kēia mau hoʻololi, ʻaʻole lawa ka mālama ʻana i ka piʻi wikiwiki ʻana o nā kumukūʻai.No laila, ua hoʻokō mākou i kahi hoʻonui kumukūʻai hou no nā kauoha hou a pau, kahi manawa a mau loa, e pili ana i ka huahana.Ua hana mākou a hoʻomau i ka hana pū me kā mākou mau mea kūʻai kinoea ʻenehana me nā ʻaelike lōʻihi e kōkua iā mākou e hoʻohana pinepine i ka mīkini kumu kūʻai kumu kūʻai waiwai i loko o kēia mau ʻaelike, ʻoiai ke hoʻomau nei kēia mau manawa hoʻonui a ke waiho nei mākou ma hope o ka mīkini hoʻololi i kēlā me kēia hapaha i nā wā o ka hyperinflation.pono ole.
No kā mākou poʻe kūʻai i kūleʻa i kēia a mālama i kā mākou pilina lōʻihi, e hoʻi kēia ʻano hana i kāna papa hana maʻamau, inā i kēlā me kēia hapaha a i ʻole hapa-makahiki, ke hoʻomaikaʻi ʻia nā kūlana macroeconomic.Mahalo nui i ka poʻe a pau e hana pū me mākou e hōʻoia e hiki iā mākou ke hāʻawi i kā lākou huahana e like me ka mea e koi ʻia, akā e hana pēlā me ka ʻole o ka hopena maikaʻi ʻole i kā mākou ʻoihana.ʻO ka lua, mahalo i ka poʻe e hana nei i ka backlog pre-upgrade e uhi pono i nā kumukūʻai hoʻouna hou no kekahi o nā kauoha i loaʻa i kā mākou backlog.E ʻike ʻoe ua hoʻonohonoho mākou i kēia mau ulu ma nā ʻano ʻelua.Ua manaoia.ʻO ka mea mua, ma hope o ka hoʻomaikaʻi ʻana o ke kūlana kumukūʻai a hoʻi i ka mea maʻamau, e mau ana kekahi o kā mākou mau kumukūʻai i kahi kiʻekiʻe, ʻo ia kahi hana maʻamau no mākou e hoʻoponopono i nā kumukūʻai i kēlā me kēia manawa.ʻO ka lua, ʻo ia ka haʻawina, he manawa pōkole, ʻoiai ʻaʻole paʻa i kēia manawa.No laila, e loaʻa iā mākou kekahi kumu kūʻai rigidity, akā e ʻoiaʻiʻo me kā mākou mea kūʻai aku no ka mea ke hoʻāʻo nei lākou e hana pololei iā mākou.
Ma mua o koʻu kamaʻilio ʻana e pili ana i kā mākou hiʻohiʻona no 2022, e hāʻawi wau i ka papahele iā Joe e hāʻawi iā ʻoe i kahi ʻike o kā mākou hana hoʻemi ʻana i ke kumu kūʻai a me nā hopena hapaha ʻekolu.
Mahalo iā ʻoe Jill Hōʻike ka paheʻe ʻewalu i kekahi mau kumu kūʻai kūlohelohe a me nā hana e hoʻonui ai i ka hiki.He ʻelua kumu kāu e ʻike ai ma kēia paheʻe: ʻo ka mua, e hōʻemi i nā kumukūʻai hana, a ʻo ka lua, e hōʻoia i ka loaʻa ʻana o ka mana kūpono ma nā wahi kūpono e hālāwai ai i nā manawa palena o kā mākou mea kūʻai.Ma ka ʻaoʻao hema o ka ʻaoʻao, hiki iā ʻoe ke ʻike i kahi ʻāpana o nā hana hōʻemi kumu kūʻai a mākou i lawe ai a hoʻokō paha i ka hapaha ʻekolu.ʻAʻole kēia he papa inoa piha.Ua hoʻohui mākou i kā mākou Tulsa air cooler mea hana i loko o kā mākou Beasley, Texas hale hana, e hana ana i kahi hale hana maʻalahi ma kā mākou hale Tulsa, aia ma nā ʻano o ka hoʻomaka ʻana, e pili ana i ka laina huahana.ʻO ka hoʻohui ʻana i nā laina hana maʻalahi ma Tulsa e hāʻawi iā mākou i ke komo ʻana i nā limahana akamai a hiki iā mākou ke neʻe i ka bottleneck hana mai nā wahi ʻē aʻe.No ka laʻana, ua hoʻopau mākou i ka hoʻoneʻe ʻana o nā ductwork a me nā ʻāpana insulated vacuum mai New Bragg, Minnesota, a ke manaʻo ʻia nei nā loaʻa kālā e hoʻomaka i ka hapahā ʻehā o 2021.
ʻO ka wahi like ʻo Beasley e hoʻopaʻa ai i kā mākou hana hoʻoponopono a me nā keʻena lawelawe ma Houston, a i nā mahina e hiki mai ana e hui pū mākou me kā mākou hale hoʻoponopono kūʻokoʻa ma Houston.Ma nā kiʻi paheʻe hiki iā ʻoe ke ʻike i kekahi o nā hana ʻē aʻe e hoʻokō ʻia ana ma US a me ʻEulopa. ʻO ka mea hope loa, hoʻomau mākou i ka hoʻomaʻemaʻe i kā mākou SG&A hoʻolālā me nā hoʻopau kūlana kikoʻī i lawe ʻia i ka hapaha. ʻO ka mea hope loa, hoʻomau mākou i ka hoʻomaʻemaʻe i kā mākou SG&A hoʻolālā me nā hoʻopau kūlana kikoʻī i lawe ʻia i ka hapaha. Наконец, мы продолжаем совершенствовать нашу структуру SG&A, исключая конкретные позиции в этом квартале. ʻO ka hope, hoʻomau mākou e hoʻomaʻemaʻe i kā mākou SG&A hoʻolālā ma ka hoʻopau ʻana i nā kūlana kikoʻī i kēia hapaha.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 и в течение квартала сокращали определенные рабочие. ʻO ka hope, ua hoʻomau mākou i ka hoʻomaikaʻi ʻana i kā mākou ʻōnaehana SG&A a ʻoki i kekahi mau hana i ka hapaha.Ma ka pahee eiwa.Ua kūʻai aku ʻo Q3 2021 i $ 328.3 miliona, ʻoi aku ma luna o 20% mai Q3 2020, me ka ulu ʻana o 13.4%.E like me ka hoʻomanaʻo ʻana, ʻo Venture Global Calcasieu Pass ke kūʻai aku nei ma ke kolu o ka hapaha o 2020 ma kahi o $ 25.6 miliona i hoʻohālikelike ʻia ma kahi o $ 5 miliona i ka lua o ka hapaha o 2021. ʻOiai ʻaʻohe mea pili i ka loaʻa kālā LNG nui i ke kolu o ka makahiki 2021. ʻAʻole i hoʻokomo ʻia nā kūʻai aku o nā papahana LNG nui i ka manawa, ua hoʻonui ʻia ka loaʻa kālā ma ka 20.2% o ke kolu o ka hapaha 25.2. Ua hoʻonui ʻia e 13.6% makahiki a hiki i kēia lā ma 2021 i hoʻohālikelike ʻia i ka hoʻomaka ʻana o 2020.
ʻO ke kūʻai aku ma ka hapaha ʻekolu o 2021 i hoʻopaʻa ʻia i ka ulu ʻana o ka hapaha-ha-hahā i nā huahana kūikawā a me nā hoʻonā pahu pahu hau.Ua piʻi aʻe ke kūʻai aku ʻana o CTS he 14.7% i ka QoQ 2021 a me 10% YoY, ʻoiai ua piʻi nā huahana kūikawā he 9.5% QoQ 2021 a me 108% YoY..8% i hoʻohālikelike ʻia i ka hapaha ʻekolu o 2020. ʻO ka hoʻoponopono kūikawā, ka mālama ʻana a me nā huahana hoʻolimalima i helu ʻia no 49.7% o kā mākou kūʻai kūʻai.Ma kahi o 50% no ka hapaha ʻelua i ka lālani a me 34.1% no nā makahiki āpau o 2020. Ua hoʻopilikia maikaʻi ʻia kā mākou hapaha kolu o 2021 e nā koina i wehewehe ʻia e Gill.ʻO ka loaʻa kālā nui i hōʻike ʻia he 22.8% o nā kūʻai aku, me nā koina hoʻomau ʻole e pili ana i nā kumukūʻai no ka hoʻomaka ʻana i ka hale hana, hoʻohui, hoʻonohonoho hou a me ka hoʻohui ʻana o ka hale.Hoʻololi ʻia no nā kumukūʻai hou ʻole, hoʻoponopono ʻia ka palena nui ma ke ʻano he pākēneka o ke kūʻai ʻana he 26.5%, e hōʻike ana i kā mākou ukana kaumaha i ka hapaha ma muli o ka piʻi wikiwiki ʻana o ka ukana, ke kaulahao lako a me nā kumu waiwai.
ʻO ka palena nui i hoʻololi ʻia ma ke ʻano he pākēneka o ke kūʻai ʻana ua paʻa mau mai ka Q3 2020, me ka ʻole o ka LNG, a ua hōʻole mau mai ka Q2 2021. ʻAʻole i emi iki ka hopena o nā pilikia i ka palena nui i hoʻoponopono ʻia ma ke ʻano he pākēneka o nā huahana kūikawā a me nā kūʻai aku, hoʻoponopono, lawelawe a me nā hoʻolimalima.Hoʻololi ʻia ka palena nui no nā huahana kūikawā ma ke ʻano he pākēneka o ke kūʻai ʻana ma luna o 37% wale nō, e like me ka lua o ka hapaha o 2021, a hōʻike i kahi ʻike holoʻokoʻa o ka ʻoihana.ʻO ka ʻoihana ʻoihana Specialty Products ke kumu kūʻai kumu kūʻai me ka maikaʻi o ke kumu kūʻai pōkole, a i ʻole nā ​​​​huahana me ka wikiwiki o ka manawa kauoha-i-hoʻouna, e hōʻike ana i nā kumukūʻai hou aku i kā mākou kumu kūʻai o kēia manawa.ʻO ka hoʻoponopono, mālama ʻana a me ka hoʻolimalima i hoʻoponopono ʻia ʻo 28.7% o ke kūʻai aku, me ka hoʻoponopono hou ʻana i nā kumukūʻai e pili ana i kā mākou hoʻoholo e hoʻohui i kā mākou hale hoʻoponopono ma Houston, Texas.Ua hoʻonui ʻo RSL-adjusted gross margin i 510 mau kumu kumu i ka lua o ka makahiki 2021, me nā moku haʻahaʻa haʻahaʻa mai Kina.
ʻO ka mea paʻakikī loa no ka nui a me ka hoʻoponopono ʻia ʻana nā ʻōnaehana hoʻoili wela.ʻO ka manawa o ka ʻike ʻana i ka loaʻa kālā e pili ana i ka papahana, me ka noʻonoʻo ʻana i nā ʻāpana kiʻekiʻe, nā manawa hana nalowale, a me nā palena kiʻekiʻe. Hoʻonui ʻia ka hoʻonui ʻia ʻana o ka hapaha lua 2021 a hiki i ke kolu o ka SG&A e nā hoʻohui o LA Turbine a me AdEdge. Hoʻonui ʻia ka hoʻonui ʻia ʻana o ka hapaha lua 2021 a hiki i ke kolu o ka SG&A e nā hoʻohui o LA Turbine a me AdEdge.ʻO ka piʻi ʻana o ka hoʻonui nui a me nā koina hoʻokele mai Q2 2021 a i Q3 e alakaʻi ʻia e ka hoʻohui ʻana o LA Turbine a me AdEdge. 2021 年第二季度到第三季度SG&A 的连续增长是由LA Turbine 和AdEdge 的增加推动的。 2021 年第二季度到第三季度SG&A 的连续增长是由LA Turbine Последовательный рост SG&A со 2-го по 3-й квартал 2021 года был обусловлен добавлением LA Turbine a me AdEdge. ʻO ka ulu mau ʻana o SG&A mai Q2 a i Q3 2021 i alakaʻi ʻia e ka hoʻohui ʻana o LA Turbine a me AdEdge.Ma hope aku, e kūkākūkā ʻo Gill i ka manawa o ka hoʻihoʻi ʻana i ke kumukūʻai a me ka hopena nui aʻe o ka papahana i nā loaʻa kālā ma nā wahi e hiki mai ana.Hōʻike ʻo Slide 10 i kā mākou EPS i hoʻoponopono ʻia i ka hapakolu a me ka makahiki i kēia lā o $ 0.55 a me $ 2.09, me kēlā me kēia, me nā hana loiloi hōʻailona i ka mākeke a mākou i hoʻopukapuka ai, i loaʻa ka hopena maikaʻi ma ka hapaha kolu.hapaha a mai ka hoomaka ana o ka makahiki.ʻO nā hoʻololi EPS e pili ana i kekahi mau hoʻolimalima manawa hoʻokahi e pili ana i ka hoʻoponopono hou ʻana, ka uku hoʻokaʻawale, nā mea hoʻolaha a me nā laina hana, a me nā lilo hoʻokahi manawa.Ma muli o ka manaʻo o kā mākou hoʻokele e hoʻomau lākou, a me ka manawa o nā offset i manaʻo ʻia mai nā hana hoʻolālā āu e lohe ai, ʻaʻole mākou e hoʻokomo i nā pilikia āu e lohe nei i kēia lā ma kahi o ka hana maikaʻi ʻole a i ʻole nā ​​hopena maikaʻi. I ka hoʻoikaika ʻana e ʻoi aku ka maʻalahi o ka manawa i nā ʻōlelo i hoʻomākaukau ʻia a me Q&A, ua hoʻokomo mākou i nā kikoʻī kikoʻī ʻāpana a me ka First of a Kind, kahi ʻike mea kūʻai aku hou ma ka appendix. I ka hoʻoikaika ʻana e ʻoi aku ka maʻalahi o ka manawa i nā ʻōlelo i hoʻomākaukau ʻia a me Q&A, ua hoʻokomo mākou i nā kikoʻī kikoʻī ʻāpana a me ka First of a Kind, kahi ʻike mea kūʻai aku hou ma ka appendix. I mea e maʻalahi ai ka manawa no nā ʻōlelo i hoʻomākaukau ʻia a me ka Q&A, ua hoʻokomo mākou i nā kikoʻī kikoʻī ʻāpana a me nā ʻike mea kūʻai aku mua o kāna ʻano i ka app. No ka manawa kūpono no nā manaʻo i hoʻomākaukau ʻia a me Q&A, ua hoʻokomo mākou i nā kikoʻī no nā ʻāpana kikoʻī a, no ka manawa mua i ka app, ka ʻike mea kūʻai aku hou.
Eia hou, loaʻa pinepine mākou i nā nīnau e pili ana i nā palena manawa noi 10-Q.Hoʻolālā mākou e hoʻolauna ma hope i kēia lā.
ʻAʻole manaʻo ʻo Slide 10 e hāʻawi mākou i ke alakaʻi i kēlā me kēia hapaha ma ka wā e hiki mai ana, akā makemake mākou e hāʻawi i ka ʻike kikoʻī hou aku no ka hapaha e hiki mai ana.I loko o ka pōʻaiapili o kā mākou ʻehā hapaha, ua hoʻokomo kā mākou hui i kekahi mau mea ʻē aʻe i kā mākou kūʻai ʻana i ka hapaha ʻehā a me ka wānana o ka loaʻa kālā, a me ke ala maʻamau e hele ai mākou e manaʻo nei ʻaʻole e piʻi aʻe nā pilikia o ka hoʻouna ʻana a me ka ukana.Ma ka paheʻe 10 hiki iā ʻoe ke ʻike i ka hoʻololi ʻana mai kā mākou wānana kūʻai kūloko i manaʻo mua ʻia a hiki i ka hopena haʻahaʻa o kā mākou mau wānana Q3 a me Q4 mua e like me ka mea i hōʻike ʻia ma ka lālani mua.ʻO nā ʻāpana ʻoi aku ka nui o ka neʻe ʻana mai ka lālani ʻelua a hiki i ka iwa ʻaʻole piha piha, akā e komo pū me nā neʻe nui loa, me nā manawa palena a me nā backlogs o nā papahana ʻōnaehana hoʻoili wela a me nā hoʻolaha o ka hoʻomau.
Lawe mai kēia mau mea hou i kā mākou Q4 2021 kūʻai kūʻai hou i $370M a me Q4 i $370M i $390M.E like me ka mea i haʻi mua ʻia, ma muli o ka hoʻopanee ʻana i nā lā i manaʻo ʻia i ka makahiki 2022, ʻaʻohe o lākou i nalowale i ka loaʻa kālā.Manaʻo kā mākou wanana hou e hoʻonui ʻia nā kūʻai aku ma 2021 e 11-13% i hoʻohālikelike ʻia me 2020. Hōʻike ka Slide 11 i kā mākou hiʻohiʻona o kēia manawa no 2021, e noʻonoʻo ana i nā pilikia macroeconomic i hōʻike mua ʻia, a me nā hana a me nā manawa manawa e hoʻoponopono ai i kēia mau pilikia e pili ana i ka ʻike o kēia manawa.Manaʻo mākou e piʻi aʻe ka nui o ke kūʻai aku ma kēlā me kēia māhele, me ka ʻole o nā hoʻonā pahu pahu hau, i ka hapaha ʻehā o 2021, me ke kolu o ka hapaha e hōʻike ana i ka lagging a me ka lagging margin i ka hapahā ʻehā ma muli o ka papa kumukūʻai.Manaʻo ʻia e alakaʻi ʻia nā kumu kūʻai nui ma ke ʻano he pākēneka o ka ulu ʻana o ke kūʻai aku ma nā ʻāpana RSL a me Specialty Products e ka hui ʻana o nā huahana backlogs a me ka manawa o ka piʻi ʻana o ke kumukūʻai, ʻoiai ʻo ka piʻi liʻiliʻi i manaʻo ʻia ma nā palena HTS ma muli o nā mea kūʻai nui i kikoʻī i nā palena kiʻekiʻe.hopena kūʻai.
ʻO ka loaʻa ʻole o ka dilutive i hoʻololi ʻia no kēlā me kēia ʻāpana no ka makahiki holoʻokoʻa 2021 e manaʻo ʻia ma kahi o $2.75 a i $3.10 ma kahi o 35.5 miliona mau ʻāpana awelika paona, me ka manaʻo he 19.5% ka nui o ka ʻauhau, i hoʻohālikelike ʻia me kā mākou kuhi mua o 18%.Manaʻo mākou i ka hapaha ʻekolu o 2021 e loaʻa ka hopena maikaʻi ʻole i nā margins, a ukali ʻia e ka hoʻomaikaʻi mau ʻana i nā hapaha aʻe, ʻoiai ʻo kekahi mau kūlana margin ʻike e ʻike i ka loaʻa kālā nui.Ke hoʻomaka nei nā kumukūʻai a me nā haʻawina e hōʻike i ka loaʻa kālā a pinepine i nā puke kiʻekiʻe e kōkua i ka lawe ʻana i ka hana.Eia naʻe, e like me ka mea i haʻi mua ʻia, i ka manawa o ka maopopo ʻole, pono mākou i kekahi mau hana contingency.Ke neʻe nei i ka paheʻe 13, kā mākou wānana makahiki no 2022. Ma ke ʻano holoʻokoʻa, ʻike maikaʻi mākou i nā papahana kikoʻī a ke manaʻo nei e hoʻomau ka noi ākea a mākou i ʻike ai i kēia makahiki, e hāʻawi ana i ka hopena o nā backlogs record a me ka piʻi ʻana o nā kumukūʻai ma 2022.
Ua hoʻokiʻekiʻe mākou i kā mākou wānana kūʻai no ka makahiki 2022 a i kahi ākea o $ 1.7 biliona a i $ 1.85 biliona.ʻOiai ke manaʻo nui nei mākou e pili ana i kēia wānana i hoʻoponopono hou ʻia, me ka ʻole o nā papahana LNG nui hou a i ʻole hou, manaʻo mākou i nā papahana LNG nui ʻekolu ma US Gulf Coast i loaʻa mua i ka ʻae FERC e hoʻoholo i ka hoʻoholo hoʻopukapuka hope loa ma 2022. Manaʻo mākou e puka mai ʻelua o lākou i kā mākou puke kauoha i ka hapa mua o ka makahiki.Ma hope aku, e kamaʻilio wau e pili ana i kēia mau kālā kālā no kēlā me kēia papahana LNG nui a me ke kumu i ulu ai ko mākou manaʻoʻiʻo.Eia naʻe, e hāʻawi iā ʻoe i kahi ʻike wikiwiki o ka ulu ʻana o ke kūʻai aku ma 2022 ma ka slide 13, hōʻike ka lālani mua i ka backlog o nā kauoha a mākou e hoʻolālā nei e hoʻouna i 2022. Aia kekahi backlog a hiki i 2023 me ka hiki ke hoʻokuʻu ʻia ma 2022, akā ʻaʻole i uhi ʻia kēia.Hāʻawi ʻia i kēia mau pae o ka noʻonoʻo ʻana, hōʻike nā laina ʻelua a me ke kolu i nā puke maʻamau a me nā moku i manaʻo ʻia e moku i 2022.
ʻO nā laina 4-6 he mau papahana LNG liʻiliʻi a mākou i manaʻo ai e hoʻopaʻa ʻia akā manaʻo ʻia e hoʻopau ʻia i loko o nā mahina ʻeono e hiki mai ana ma muli o ka hoʻololi ʻana o ka manawa a me ka hopena o ka loaʻa kālā i manaʻo ʻia ma 2022. Hōʻike ka lālani 7 i ka loaʻa kālā ma 2022 e pili ana i nā papahana liquefaction hou i kākau ʻia i ka hoʻomaka o ka makahiki.ʻO ka hope, ʻo ka laina ʻewalu ka hopena makahiki piha o ka loaʻa ʻana o AdEdge a me LA Turbine.ʻO ka loaʻa kālā i hoʻololi ʻole ʻia no kēlā me kēia mahele e manaʻo ʻia aia ma waena o $5.25 a me $6.50 ma kahi o 35.5 miliona mau ʻāpana paona i kū ʻole ʻia, e pili ana i ka uku ʻauhau kūpono o 19%.Eia hou, ʻaʻole i hoʻokomo i kekahi LNG nui.Hāʻawi ʻia i kā mākou ʻike i kēia manawa o ka lagging, ke manaʻo nei mākou e ʻike i ka ulu kūʻai kūʻai kūʻai ʻana i kēlā me kēia makahiki a me ka makahiki i hoʻohālikelike ʻia i ka hapa lua o ka makahiki.Aia kēia manaʻo e manaʻo mākou i ka hapa mua o 2022 e hoʻomau i ke kūʻē ʻana i nā pilikia a mākou e kū nei i kēia manawa a me ka hoʻoneʻe mālie ʻana me nā hana maikaʻi i hana ʻia a hiki i kēia lā.
I kēia manawa, e hoʻihoʻi kākou i hope a kamaʻilio e pili ana i ke koi laha nui e hoʻomau nei.No laila ʻo ka mōʻaukala o nā kūlanakauhale ʻelua ka ʻāpana ʻelua o nā mea e hana nei i ka ʻoihana.Ke kākoʻo nei kēia koi ākea mau i kā mākou mau manaʻoʻiʻo i kā mākou hoʻolālā a me kā mākou mau manaʻo e hiki mai ana.Hoʻokaʻawale ʻia mākou e kā mākou kaʻina hana a me nā mea hana molecular-neutral, a ke manaʻoʻiʻo nei mākou he hopena hybrid ka hoʻololi ʻana o ka ikehu, e pōmaikaʻi mākou a pau i ka hoʻihoʻi ʻana a i ʻole ka hoʻihoʻi ʻana i nā mālama aila a me nā kinoea.No laila, ma ka paheʻe 15, ua hōʻike mākou i nā tailwinds ʻekolu a mākou e manaʻo ai e hoʻohālikelike i ka ʻano i nā makahiki he ʻumi e hiki mai ana, a me ke ʻano maʻamau o ka lehulehu a me nā ʻāpana pilikino e hana i nā koho hoʻomau.Hōʻike ka IEA a me kāna Roadmap i Zero Emissions e hōʻemi ana nā hoʻohiki ʻana i kēia lā i nā hoʻokuʻu ʻana ma 20% wale nō ma 2030, pono ia e kau i ka honua ma kahi ala net-zero ma 2050.
ʻO kahi ala ʻē aʻe e noʻonoʻo ai inā ʻaʻole mākou e hoʻomaka i kēia manawa, ʻaʻole paha e hopu ka honua iā mākou e hoʻokō i kēia mau pahuhopu, ʻoiai inā ʻoe e hana maikaʻi loa ma hope o nā makahiki he ʻumi.Eia kekahi, ua hoʻolaha nā ʻāina 90 i nā pahuhopu ʻole, e hōʻike ana i ka 78% o ka GDP honua.I kēia manawa ʻo 82% o ka GDP honua e alakaʻi ʻia CO2 a he 32 mau ʻāina i loaʻa i nā hoʻolālā hydrogen kākoʻo aupuni.Ke hoʻohālikelike ʻia i ka makahiki i hala, he mea nui ka ulu ʻana o kēia mau helu, e hōʻike ana ke neʻe nei ka ʻike honua i ka hoʻomohala hoʻomau.I ka ulu ʻana o ka nui a me nā ʻōnaehana o ka ikehu hou, ke hoʻonui nei mākou i ka nānā ʻana i ka pragmatism, ʻoiai e hōʻoiaʻiʻo ana i ka hoʻomau a mau loa o ka ikehu.He koʻikoʻi ko ke kinoea kūlohelohe i kēia.He mea nui ka lālani ʻekolu o ka paheʻe 16.Hoʻopiha kēia i ka manaʻo wikiwiki no ka ikehu me ka ʻole o ke keakea ʻana a i ʻole ke keakea ʻana, a i kekahi mau manawa, no ka manawa mua, hāʻawi i ka uila i ka heluna kanaka a me nā wahi e like me ʻApelika Hema a me India.ʻO ka pono o ka ikehu hoʻomau, i hui pū ʻia me ka makemake no ka hoʻomaʻemaʻe a me ka ʻoi aku ka maikaʻi o ke kaiapuni, e pōmaikaʻi iā mākou.
No laila e neʻe i ka paheʻe 16 ma nā hana non-organic a mākou e hana nei i nā mahina he 12 i hala iho nei a pehea lākou e hoʻonoho maikaʻi ai iā mākou me kā mākou papa hana maʻemaʻe a me nā lako pili.ʻAʻole au e hoʻolōʻihi i ka manawa ma kēia paheʻe ma mua o ka ʻōlelo ʻana ua hoʻokumu maikaʻi ʻia kā mākou mau loulou ma waena o ka hoʻomaʻemaʻe, ka uila maʻemaʻe, ka wai maʻemaʻe, ka meaʻai maʻemaʻe a me ka ʻoihana maʻemaʻe a ʻaʻole koi hou i nā hana inorganic.Hiki i kā mākou mau mea kūʻai ke koho mai kā mākou ākea ākea o nā kaʻina hana a me nā mea hana, me ka nānā ʻole i ka mole a i ʻole ka ʻenehana.No laila, hiki iā lākou ke koho i kahi hopena piha a i ʻole kahi ʻāpana mai kā mākou huahana.Ke kūlana maikaʻi nei mākou no kēia hoʻololi ʻana ma muli o ka ulu ʻana o ka non-organic o ka makahiki i hala i hoʻopau ʻia ma kahi loiloi a mākou e manaʻo nei he kūpono loa.Ke hoʻomaka nei ka loaʻa ʻana o kahi hopena hopena i ka hopena, a ke manaʻo nei mākou e hoʻomau i ka ulu ʻana i kā mākou ʻoihana huahana maʻamau margin kiʻekiʻe.Eia kekahi, aia nā hana hoʻohui i kā mākou ʻoihana non-organic ma ka papa manawa a ke manaʻo nei mākou e emi nā kumukūʻai pili kālā a me ka hoʻohui ʻana i 2022.
Hōʻike ʻia nā loaʻa a mākou i hana ai i ka makahiki i hala ma ka slide 17. Ke hāʻawi nui nei lākou i kā mākou backlog a e hoʻomaka ana e kahe i loko o ka P&L ma ke ʻano koʻikoʻi ma 2022. ʻO nā loaʻa ʻehā i hoʻopau ʻia ma waena o ʻOkakopa o 2020 a me Iune o 2021, loaʻa ke kumu kūʻai kūʻai he $105 miliona i kā lākou mau lā kokoke i $105 miliona no ka pau ʻana o nā lā ʻehā. Hōʻike ʻia nā loaʻa a mākou i hana ai i ka makahiki i hala ma ka slide 17. Ke hāʻawi nui nei lākou i kā mākou backlog a e hoʻomaka ana e kahe i loko o ka P&L ma ke ʻano koʻikoʻi ma 2022. ʻO nā loaʻa ʻehā i hoʻopau ʻia ma waena o ʻOkakopa o 2020 a me Iune o 2021, loaʻa ke kumu kūʻai kūʻai he $105 miliona i kā lākou mau lā kokoke i $105 miliona no ka pau ʻana o nā lā ʻehā.Hōʻike ʻia nā mea i loaʻa iā mākou i ka makahiki i hala ma ka slide 17. Hāʻawi lākou i kahi haʻawina nui i kā mākou puke kauoha a e hoʻomaka e ʻike ʻia i ka loaʻa kālā a i ʻole ka poho ma ke ʻano kūpono i 2022. ʻO nā loaʻa ʻehā i hoʻopau ʻia ma waena o ʻOkakopa 2020 a me Iune 2021 i hui pū ʻia ke kumukūʻai kūʻai o $105 miliona ma nā ʻehā a pau a ua loaʻa iā lākou ma mua o $17 miliona.Hōʻike ʻia nā mea i loaʻa iā mākou i ka makahiki i hala ma ka slide 17. Hoʻonui nui lākou i kā mākou puke kauoha a hoʻomaka e neʻe nui i ka loaʻa a me ka poho ma 2022. ʻEhā mau loaʻa i hoʻopau ʻia ma waena o ʻOkakopa 2020 a me Iune 2021 no ke kumukūʻai kūʻai nui o nā hui ʻehā o $ 105 miliona, me ka ʻoi aku o $ 175 miliona i nā kauoha i waiho ʻia mai ka wā i pani ʻia ai.Eia kekahi, ma ka ʻaoʻao hema hema o ka slide, hiki iā ʻoe ke ʻike i nā synergies ʻē aʻe o kēia mau hui.Makemake wau e kuhikuhi i ka hui pū ʻana o BlueInGreen, AdEdge a me Chart me ChartWater i loaʻa i ke kākoʻo he nui i ka wā mua a e like me kaʻu i ʻōlelo ai ma mua, ʻo kēia kā mākou ʻāpana ulu i lalo o ka waiwai i nā makahiki i hala a ʻo ka mālama wai ka mua.No ka laʻana, ua hoʻopuka ʻo AdEdge i kāna mahina kauoha kiʻekiʻe no 2021 i Kepakemapa, ko mākou mahina mua o ka ʻona.Mai ka loaʻa ʻana mai o BlueInGreen i Nowemapa i hala, ua hoʻonui ʻia nā makana As-a-Service no ka mālama wai a me nā noi ʻoihana e 62%.
Hōʻike ka Slide 18 i kā mākou hana hydrogen, i hoʻomau ʻia ma mua o ko mākou mau manaʻo no nā helu kauoha mau ʻoiai ʻaʻohe kauoha no nā lako wai wai i ka hapaha.I kēia makahiki, ua loaʻa iā mākou ma kahi o $ 200 miliona i nā kauoha pili hydrogen i loko o ʻeiwa mahina.Ua hoʻopaʻa mākou i ke kūʻai aku o ka hydrogen, ka loaʻa kālā nui a me ka loaʻa kālā o ka hana i ke kolu o ka hapaha, i hui pū ʻia me ka hoʻomaka ʻana o kā mākou pahu wai wai kūʻai ma luna o ka moku a me ka hoʻomaka ʻana o kā mākou 1000 bar psi liquid hydrogen pump.ua hāʻawi mai kēia hapaha iā mākou i ka hilinaʻi a hiki iā mākou ke hoʻonui i kā mākou mākeke hydrogen i manaʻo ʻia no ka wā pōkole i nā mahina/hāhā.He ʻike liʻiliʻi akā koʻikoʻi kēia e hōʻike ana i ke kiʻekiʻe o ka adhesion i hoʻohālikelike ʻia me 12 mau mahina i hala.Ua hāʻawi ʻia kekahi o nā pōkā ma ka paheʻe no ka mea he ala kūʻokoʻa kā mākou e hoʻohana ai i ka hydrogen i ko mākou pono a ʻaʻole hilinaʻi piha i ka hydrogen no ka mea ʻo ka hydrogen wale nō ka lanakila i ka hoʻololi ʻana i ka ikehu.
Ua hōʻoia pū ʻia kēia e kā mākou hāʻawi ʻana i nā manaʻo kūpono no ka hoʻolālā ʻana i nā mea kanu hana hydrogen e pili ana i $ 1 biliona no nā mea kūʻai aku ma mua o 325 a me nā mea kūʻai aku hiki, me kahi manaʻo hoʻoholo i manaʻo ʻia no nā pipeline i ʻoi aku ma mua o $ 500 miliona ma mua o ka pau ʻana o ke kolu o ka hapaha o 2022..Loaʻa i ka pipeline nā makana no nā kaʻa kaʻa he 115, ma kahi o 30 mau kikowaena hoʻopiha a me ka nui o nā koho liquefaction no nā mea kūʻai aku ma ka honua holoʻokoʻa me ʻEulopa, ʻAmelika ʻAmelika, South Korea a me Australia, me ʻeono a mākou e manaʻo ai e loaʻa i nā mahina ʻeono e hiki mai ana.I ke kolu o ka hapaha o 2021, ua kau pū mākou i kahi kauoha he $9.7 miliona no nā pahu mālama wai hydrogen ma Kina.USA, a ua hoʻomaka mākou i ka hapahā ʻehā me kahi kauoha no ka hoʻomohala ʻana i nā lako wai wai hydrogen 30 t/d ma USA a me kahi kauoha papahana huna ma South Korea.i loko o nā mahina i hala iho nei, ua hoʻolaha nui ʻia kā mākou mahele ʻāina o nā hana kūʻai hydrogen, ʻaʻole ia he mea pono no ka hoʻomohala ʻana i kā mākou ʻoihana.He hōʻailona maikaʻi nō hoʻi ia o ka ʻae honua o ka hydrogen.
Ma nā ʻōlelo o nā kaʻa hydrogen, loaʻa iā mākou ma mua o 60 mau kauoha mua i nā mahina he 12 i hala iho nei a ua hoʻouna mākou iā 7 i Sepatemaba, ʻo ia kahi laʻana o kā mākou hiki ke hoʻonui i ka nui o 52 trailers i kēlā me kēia makahiki, a e hoʻomau mākou i ka hana ikaika.i ka makahiki 2022. Ke papalua nei i keia mana i ka makahiki.Ke nānā nei ka nui o kā mākou mea kūʻai aku i ka hydrogen wai ma ke ʻano he hopena no ka lawe ʻana i nā ukana kaumaha, mai nā kaʻa i nā kaʻaahi a me nā mokulele.ʻO kekahi laʻana ʻo STOKE Space Technologies, ua kūʻai mākou i kā lākou hydrogen i ka hapaha.ʻO kekahi laʻana, ʻo kā mākou hui pū ʻana me Hyzon Motors e hoʻomohala i kahi kaʻa koʻikoʻi 1,000 mile papa 8 me ka hoʻohana ʻana i ka wai hydrogen hou ma luna o nā pahu pahu.Hōʻike ka Slide 19 i ka hana hopu kalapona i ke kolu o ka hapaha, aʻu i manaʻo ai ʻo ia ke kumu no ka piʻi ʻana o ka hana kālepa CCUS i ka wā e hiki mai ana.Ua ʻōlelo wau i ka makahiki i hala ua manaʻo wau he makahiki hoʻokahi ma hope o ka hydrogen ma ke ʻano o ka hana pāʻoihana, akā ma muli o nā loli like ʻole o ka mākeke, ua ʻike ʻia he 18 mau mahina ma hope o ka hydrogen.
Akā ʻo nā hanana o kēia hapaha, me kā mākou hui pū ʻana me TECO 2030, Ionada a me FLSmidth, ua hoʻopilikia i nā mākeke koʻikoʻi kahi e lilo ai ke kalapona i mea nui o kāna mau hana decarbonization, me ka hoʻouna ʻana, cement, ʻenehana a me ka ikehu.Ua loaʻa mai iā mākou he $5 miliona kālā mai ka US Department of Energy no SES haʻahaʻa wela carbon hopu ʻenehana e hoʻolālā, kūkulu, hoʻokō a hoʻokō i kā mākou hana ma Central Plains Cement Company, kahi ʻoihana nona piha o Eagle Materials, a ʻo kā lākou mea kanu sima ma Missouri.E hoʻonui kēia pāhana i kā mākou ʻōnaehana CCC i ka mana o 30 tons i kēlā me kēia lā a hōʻike pū hoʻi i ka hopu ʻana o ka ʻōnaehana ma luna o 95% CO2 mai ke kahawai kahe e hiki mai ana a hoʻopuka i kahi kahawai CO2 wai me ka maʻemaʻe o 95%.Manaʻo mākou e ʻoi aku ka maʻemaʻe ma luna o 99%.He mea koʻikoʻi nō hoʻi i ka hapaha, ua loaʻa iā mākou kahi kauoha ʻenehana no kā mākou huahana hopu kalapona mai kahi hui hana ʻoihana kūʻai lehulehu e hana ana i nā mea no ka ʻoihana hana kaumaha, a me kahi kauoha ʻenehana CCUS me KAUST ma ka Middle East.
Manaʻo ʻia e hoʻololi ʻia nā kauoha ʻenehana ʻelua i mau kauoha piha no ka papahana CCS i loko o nā mahina he 12 e hiki mai ana.ʻO ka hope loa, ua ʻike ʻia kā mākou ʻenehana hopu kalapona SES ʻo ia ka hopena hoʻokūkū kalapona e nā mea noiʻi MIT a me ExxonMobil a loaʻa ke kumukūʻai o ka hana ʻana i ka sima a me ka hopu CO2 me ka hoʻohana ʻana i kā mākou ʻenehana CCC he 24% kiʻekiʻe ma mua o ka hana ʻana i ka cement me ka ʻole CO2 hopu a me nā ʻenehana hopu kalapona ʻē aʻe..ʻO nā kumukūʻai no ka hana sima a me ka hopu ʻana o CO2 he 38-134% kiʻekiʻe ma mua o ka hana sima me ka hopu ʻole CO2.No laila, ʻo ka hopena hope loa o kēia kūkākūkā ʻana me ka ʻole o ka hopu ʻana a me ka mālama ʻana, ʻaʻole hiki ke hoʻokō ʻia nā pahuhopu hōʻemi kalapona ma 2030.No laila e hoʻomau no ka ulu hou ʻana i kēia mākeke.He kumuhana koʻikoʻi, ua kūkākūkā pōkole mākou ma ke kelepona Q2 P&L, akā e hoʻonui au i ka manawa ma nā kikoʻī o ka LNG ma muli o ka manaʻo maikaʻi i loaʻa iā mākou i nā pule i hala e pili ana i ka hoʻolaha nui LNG e hiki mai ana.Eia hou, e like me kāu e ʻike ai ma ka paheʻe 20, ke ulu nei kā mākou kōpili pāʻoihana o nā papahana LNG.
I mea hoʻomanaʻo, hoʻokaʻawale mākou i ka ʻoihana LNG i ʻekolu mau ʻāpana.ʻO ka mea mua, ʻo ia ka ʻōnaehana, me nā kaʻa, nā keʻena kinoea, ka lawe ʻana, nā ipu ISO, rail LNG.ʻO ka lua, ʻo ia nā pāhana liʻiliʻi a me nā hana kaiaulu.ʻO ke kolu ka LNG nui, ʻaʻole mākou i hoʻokomo i loko o kā mākou wānana a i ʻole nā ​​​​manaʻo, akā loaʻa iā mākou nā kauoha e pili ana i kahi $ 1 biliona i ka makahiki e hiki mai ana ke hoʻoholo ʻia nā hoʻoholo hoʻopukapuka hope loa ma kēia mau papahana.ʻO ka hopena, ua hoʻonohonoho maikaʻi ʻia ʻo LNG i ka mākeke e neʻe mai nā ʻaelike hoʻolako no ka wā pōkole a hiki i ka wikiwiki ʻana i nā ʻaelike hoʻolako no ka wā lōʻihi e like me ka paʻa ʻana o ke koena o ka lako a me ke koi.ʻO ka mea kūikawā, ʻike mākou i kēia ma nā papahana o nā pahu hoʻokuʻu aku ma kahakai o ke kaikuono US o Mexico.Manaʻo mākou i ʻekolu mau mea hoʻopuka LNG nui ma US Gulf Coast e hui pū me FID ma 2022. E like me kaʻu i ʻōlelo ai, manaʻo ʻia ʻelua o kēia mau papahana ʻekolu e loaʻa nā kauoha no mākou i ka hapa mua o kēia makahiki.ʻAʻohe o kēia mau papahana i hoʻopaʻa ʻia i kēia manawa a ʻaʻohe o lākou i hoʻokomo ʻia i kā mākou wānana 2022.Manaʻo mākou e hoʻololi i ka Venture Global Plaquemines Phase 1 (10Mtpa) i FID i ka hapa mua o ka makahiki, a e nānā i kaʻu i ʻōlelo ai me ka conservative.
Manaʻo mākou e loaʻa i ka papahana ma luna o $135 miliona ma nā ʻike kiʻi.I ke kolu o ka hapaha, ua komo ʻo VG a me Polish Oil and Gas Co i kahi ʻaelike e kūʻai aku ai ʻo PGNiG i 2 miliona tonnes hou mai Venture Global ma mua o 20 mau makahiki.Me ka mana hana makahiki o 11 miliona tons, ke manaʻo nei mākou i ka papa mua o ka papahana Tellurian Driftwood e hoʻokomo ma luna o $ 350 miliona ma ka pakuhi.Ua kau inoa lākou i kahi ʻaelike kūʻai a kūʻai aku me Shell i ke kolu o ka hapaha, ʻo ia ka hopena i ka pau ʻana o nā kūʻai LNG no nā mea kanu mua ʻelua, a manaʻo mākou e hoʻomaka i ke kūkulu ʻana i ka hoʻomaka ʻana o 2022. Manaʻo mākou e hoʻokomo ʻia ka papahana Cheniere Corpus Christi Phase III ma luna o $ 375 miliona i nā papa i hoʻolaha ʻia i ka pule i hala a ua ʻae ʻo ENN LNG e kūʻai ma kahi o 900,000 o LNG i kēlā me kēia makahiki.Hōʻailona kēia i kahi mea nui i kā mākou ʻaelike lōʻihi no kā mākou hiki LNG i ka manaʻo o ka FID Phase 3 ma Corpus Christi i ka makahiki aʻe, wahi a Schenier.ʻO ke ʻano ʻelua o ka LNG ma kahi ʻano liʻiliʻi.
Loaʻa iā mākou ʻelua LOI no nā papahana ʻaʻole i hoʻopaʻa ʻia, a ʻo ia ka nui o kā mākou noʻonoʻo no 2022 e like me kāu i ʻike ai ma ka hele wāwae.Hoʻopili kēia mau hoʻolālā i nā papahana ʻenehana ma Eagle Jacksonville, Florida a me New England.Ke kali nei ka papahana New England i ka ʻae ʻia e ka ʻAha Kūkākūkā.He mea hiki ʻole ke manaʻoʻiʻo i ka waiho ʻana o ka papa i kēia ma ka papa kuhikuhi o nā hālāwai i nā mahina i hala iho nei, akā ʻaʻohe o lākou manawa no kēia mau hālāwai.Akā, ke manaʻolana nei mākou e ʻae ʻia ia ma ka hālāwai papa o kēia lā, a ke manaʻo nei mākou e hoʻolaha ʻia ma hope koke iho.ʻO ka mea hope loa, ma ka ʻāpana ʻenehana, ke hoʻomau nei mākou e ʻike i ka ulu ʻana o nā kaʻa pahu LNG, nā ipu ISO a me nā mea hana e pili ana.I ka hopena o Kepakemapa, ua loaʻa iā mākou kahi kauoha kūʻai LNG he $ 19 miliona no ke ʻano o nā kaʻa palupalu, kā mākou kauoha kūʻai lua i nā makahiki he nui.Ua ikaika loa nā kauoha tanker LNG no nā kaʻa kaʻa i ke kolu o ka makahiki 2021, ʻoi aku ma mua o $ 33 miliona, e hana ana i nā kauoha 2021 makahiki i kēia lā ma kahi o $ 105 miliona ma mua o kēlā me kēia makahiki piha o kā mākou mōʻaukala, me nā kauoha mea kūʻai aku hou ma Polani a me India., Hōʻike i ka ʻae ʻana i ka LNG ma ke ʻano he wahie i ka wā o ka hoʻololi ikehu.
ʻO ka mea hope loa, ma ke ʻano o ka hoʻolālā ʻana e hoʻololi i ʻelua mau moku US i LNG gas propulsion i nā wahi e hiki mai ana, ua loaʻa iā mākou kahi noiʻi ʻenekinia no nā mea nona nā moku US.
Ma Sepatemaba 30, 2021, ʻo 2.99 kā mākou leverage.E like me ka mea i hōʻike ʻia ma ka ʻaoʻao hema o ka paheʻe 22, ua pani mākou i ke kālā hou ma ʻOkakopa 18, 2021, ka mea i hoʻomaikaʻi i nā huaʻōlelo, hoʻonui i ka hiki, hoʻonui i ka oʻo o kā mākou mau mea kani, a hoʻohaʻahaʻa i nā kumukūʻai.Ua hoʻonui kēia $1 biliona revolver hoʻomau i kā mākou hōʻaiʻē kipi mai $83 miliona a i $430 miliona ma ka wehe ʻana i ka helu hōʻaiʻē kālā liʻiliʻi o 50 kumu kumu, e mālama ana ma kahi o $2.3 miliona i kēlā me kēia makahiki ma nā pae hōʻaiʻē o kēia manawa, a ma ka wehe ʻana i ke kānāwai hōʻiliʻili kālā i nā palena pili i ka COVID..No ka manawa mua ma ko mākou mōʻaukala, ua hoʻokō mākou a hoʻokomo i kahi huahana hoʻomau i kā mākou mea hōʻaiʻē, me nā hōʻemi hou aʻe e pili ana i kā mākou hoʻemi ʻana i ka nui o ka hoʻokuʻu ʻana i ke kinoea hoʻomehana honua i nā makahiki ʻelima e hiki mai ana.Pili pololei nā pahuhopu.Kuhi ʻia ka hāʻawi ʻana i ka 150% o kā mākou pūʻulu waihona kālā i kēia manawa he 100% o $1 biliona.
ʻO ka mea hope loa, hiki iā ʻoe ke ʻike i ka hoʻomaopopo ʻana i kā mākou hana ESG ma ka slide 23, me ka ʻike ʻana iā Gastech ʻo ia ka Emissions Reduction Champion o ka Makahiki i kēia hapaha, a ʻo ia ka mea hope loa ma ka ʻāpana Gastech Awards no nā hui e kū nei no ka ʻokoʻa a me ka hoʻokomo. I ka mahina i hala aku nei, ua koho ʻia mākou i ka hope loa ma nā makana S&P Global Platts Energy no ke kuleana pili kaiaulu. I ka mahina i hala aku nei, ua koho ʻia mākou i ka hope loa ma nā makana S&P Global Platts Energy no ke kuleana pili kaiaulu. Loaʻa iā S&P Global Platts Energy no ke kūʻai aku ʻana i ka manaʻo o ka S&P Global Platts Energy. ʻO ka mahina i hala aku nei, ua lanakila mākou no ka makana 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。 Loaʻa iā S&P Global Platts Energy no ke kākoʻo ʻana i ka mana o ka S&P Global Platts Energy. I ka mahina i hala iho nei, ua koho ʻia mākou no ka makana S&P Global Platts Energy Corporate Social Responsibility Award.Makemake māua ʻo Jill e lawe i kekahi manawa i loko o kēia kaiapuni macro paʻakikī e hoʻomaikaʻi i nā lālā o kā mākou hui no ka hoʻomau ʻana i ka nānā ʻana, ka hoʻokō wikiwiki ʻana i nā hana hoʻihoʻi kumu kūʻai like ʻole, a me ka hoʻomau ʻana i ka hana hou aʻe o kā mākou kōpili kūʻokoʻa o nā hopena hoʻomau a me nā pono a me nā pono molekala.- nā huahana agnostic.
[Nā ʻōlelo aʻoaʻo] ʻO kā mākou nīnau mua mai Ben Nolan o Stifel.Ua wehe ʻia kāu laina.
E hoʻohui koke i nā mea ʻelua ma ʻaneʻi.A laila hoʻohuli.ʻO ka mua, pono e wikiwiki.I ka Phase 3 Corpus Christi, ʻoi aku ka nui o kēlā helu ma mua o kāu ʻike?Me he mea la.E ʻimi wale inā loaʻa kekahi maʻiʻo hou i hiki ke kūʻai ʻia.Eia naʻe, ʻoi aku ka manaʻo o ka nīnau ʻē aʻe a maopopo he hapaha paʻakikī.Aia nā mea āu i manaʻo ʻole ai, a ʻaʻohe mea i manaʻo maoli e loaʻa ka hopena ma aneʻi.Akā, hāʻawi ʻia kāu 2022 [pilikia ʻenehana], ke hoʻāʻo nei wau e noʻonoʻo i ka mea i loko e hana ai.A - pehea kou manaʻo, ʻae - inā hiki ʻole mai kekahi mea, ʻaʻole hele e like me ka mea i hoʻolālā ʻia, inā i noʻonoʻo ʻia ka nui o kou mokuʻāina?
ʻAe, mahalo Ben.No laila e hāʻawi wau i ka pane mua i ka Phase III o Corpus Christi.ʻOi aku kēia helu ma mua.Makemake au e ʻōlelo ʻo ka manawa mua kēia i hana ʻia, kahi e hoʻohui ai i koʻu hilinaʻi e ʻoluʻolu nā mea hoʻokele pili āpau o nā papahana ʻekolu aʻu i wehewehe ai ma ka Big LNG e hoʻokuʻu ana mākou i ke kiʻekiʻe o nā mea a mākou e manaʻo ai i ka lehulehu..No laila maikaʻi.A laila, e pane pololei i kāu nīnau, aia kekahi, ma ke ʻano o ka hana ʻana o kēia mau papahana, ka hana mau ma ke kua ma waena o ka EPC, ka mea hoʻohana a me ka Graph, a puni ka hale, pehea kona ʻano, he aha nā ʻāpana i hui pū..
No laila, aia kahi hoʻololi pili i ka pālākiō i pōmaikaʻi nui iā mākou, a ua maʻalahi nā ʻōlelo e pili ana i ka repricing a me ka repricing ma muli o ka loli ʻana o ka macro environment.No laila ʻo kēia mau mea ʻelua ka mea hoʻoikaika ma hope o ka hoʻonui ʻana i ka ʻike no kēia papahana kūikawā.A laila, no ka nīnau 2022, kūkulu ʻia ka lalo o ke alakaʻi ma ka lumi wiggle āu e wehewehe ai.Manaʻo mākou ua māhele like ʻia nā kūʻai aku a puni ka makahiki.A ke huki nei ʻoe i nā palena ma ka hapaha mua a ʻoi aku ka maikaʻi ma ka hapaha ʻelua.Loaʻa iā mākou ka ʻike maikaʻi i kēia mau ala - kahi lag e nalowale ana mākou.Ua hana mākou i kahi lumi wiggle liʻiliʻi ma ka lihi o ka hapa mua i kā mākou noʻonoʻo i ka pau ʻana o ka pae me ka hilinaʻi.Eia hou, ʻaʻole mākou e hāʻawi i nā ʻōlelo manaʻo i kēlā me kēia hapaha, no laila inā nīnau mai kekahi iaʻu e pili ana ia mea.
Akā ke noʻonoʻo nei mākou i kēia ʻano: ke nānā mākou i nā kikoʻī o kā mākou backlog i ka hapa mua o 2022, ʻo ka hapa nui o kā mākou backlog nā huahana kūikawā a me nā hoʻonā pahu pahu paʻa.Ma kahi i hoʻolaʻa ʻia, ʻike mākou i ka nui o ka maʻalahi e pili ana i nā pae margin kūlike.A laila, e like me kā Brinkman i ʻōlelo ai, ʻoi aku ka wikiwiki o kekahi mau ʻāpana a me nā ʻāpana o kā mākou mea kūikawā i ka hoʻopaʻa ʻana a me ka hoʻouna ʻana a mālama ʻia me ke kumu kūʻai / waiwai.A laila, ma ka hoʻoholo pahu pahu paʻukū, ma ka backlog i ka hapa mua, loaʻa iā mākou kahi hapa nui ma EMEA, kahi i ʻoi aku ka ʻoi aku o ka ʻoihana no ka hala ʻana i kēia kumukūʻai.No laila hāʻawi kēia mau mea ʻelua iā mākou i ka manaʻo maikaʻi o ka hapa mua.Akā manaʻo wau ʻoi aku ka nui o ka hāʻawi ʻana i kēia makahiki ma mua o 2021, me ka hoʻomaikaʻi ʻana o nā margins mai Q4 a i Q1, Q1 a i Q2 a ma lalo o kēlā pae.