The Motley Fool inakhazikitsidwa mu 1993 ndi abale Tom ndi David Gardner, The Motley Fool imathandiza anthu miyandamiyanda kupeza ufulu wazachuma kudzera pa webusayiti yathu, ma podcasts, mabuku, makolamu anyuzi, mawayilesi ndi ntchito zandalama zoyambira.
The Motley Fool inakhazikitsidwa mu 1993 ndi abale Tom ndi David Gardner, The Motley Fool imathandiza anthu miyandamiyanda kupeza ufulu wazachuma kudzera pa webusayiti yathu, ma podcasts, mabuku, makolamu anyuzi, mawayilesi ndi ntchito zandalama zoyambira.
Mukuwerenga nkhani yaulere yokhala ndi malingaliro omwe angasiyane ndi The Motley Fool premium investment service.Khalani membala wa Motley Fool lero ndikupeza mwayi wopeza malingaliro a akatswiri apamwamba, kafukufuku wakuya, zopezera ndalama ndi zina zambiri. Phunzirani Zambiri
Mmawa wabwino ndikulandilidwa ku msonkhano wa Chart Industries, Inc..malinga ndi zotsatira za gawo lachitatu la 2021. [Zolemba kwa Ogwira ntchito] Kulengeza kwa kampaniyo ndi mafotokozedwe owonjezera adatulutsidwa m'mawa uno.Ngati simunalandire zofalitsa, mutha kuzipeza poyendera tsamba la Chart pa www.chartindustries.com.Kuyimbanso kwamasiku ano kudzapezeka pambuyo pa kuyimba mpaka Lachinayi, Okutobala 28, 2021.
Zambiri zokhudzana ndi kubwereza zikuphatikizidwa muzolemba zamakampani.Tisanayambe, kampaniyo ikufuna kukukumbutsani kuti zonena zakale zomwe zidanenedwa pamsonkhanowu ndi zonena zamtsogolo.Chonde onani zambiri zokhudzana ndi ziganizo zomwe zikuyembekezeredwa kutsogolo komanso ziwopsezo zomwe zili muzolemba zamakampani komanso zomwe zasungidwa posachedwa ndi Securities and Exchange Commission.Kampani siyimakakamizidwa kukonzanso kapena kuwunikiranso zidziwitso zamtsogolo.
Zikomo Gigi.Mmawa wabwino nonse, ndipo zikomo chifukwa cholumikizana nafe lero pakuyimba kwathu kwa Q3 2021 ndikusintha mawonekedwe athu a 2022.Wondijowina lero ndi Joe Brinkman, msilikali wakale wa Chart Industrial Gases ndipo tsopano mkulu wathu wa zachuma, yemwe adzakupatsani zotsatira za kotala pambuyo pa kuyitana.Zokambirana zamasiku ano zili pawiri komanso zofanana ndi zomwe mudamva kuchokera kumakampani ena, ndikutsimikiza.Choyamba, zovuta zanthawi yayitali zomwe tidakumana nazo mgawo lachitatu, momwe zimakhudzira gawo lathu, ndi zomwe tachita ndi zomwe tikupitiliza kuchita kuti tithane ndi mkuntho ndikupereka phindu lamphamvu, monga momwe timayembekezera.zaka patsogolo.Kachiwiri, tikuwona kupitiliza kwamphamvu pamadongosolo osiyanasiyana ndipo zisonyezo zonse zikuwonetsa kupitilirabe kufunikira kwazinthu zathu.
Chifukwa chake, kuyambira ndi slide yachinayi ya sitaketi yowonjezera yomwe yatulutsidwa lero.Buku lathu loyitanitsa la $350M mu Q3 2021 likuwonetsa kupitiliza kwa kufunikira kwa bizinesi yonse, kuposa zomwe tinkayembekezera kumayambiriro kwa kotala chifukwa sitinayembekezere kapena kulandira maoda akulu akumwa mowa mu Q3.kotala, ziyembekezo zathu ndi Pafupifupi $300 miliyoni.Maoda a kotala ino anali 33% apamwamba kuposa gawo lachitatu la 2020, zomwe zidapangitsa kuti buku lathu la oda YTD 53% likhale lokwera kuposa miyezi isanu ndi inayi yoyambirira ya 2020. Kuphatikiza apo, maoda azinthu zapadera adakwera ndi 100% kotala ino poyerekeza ndi kotala lachitatu la 2020 ndi kupitilira 150% pachaka mpaka pano.Cryo Tank Solutions idayikanso kukula kochititsa chidwi panthawiyi, kukwera ndi 35% kotala ndi 53% m'miyezi isanu ndi inayi.
Maoda mu kotala lachitatu adathandizira gawo lathu lachinayi motsatizana lakumbuyo, lomwe lili pamwamba pa $ 1.1 biliyoni, kulimbitsa chidaliro chathu m'malingaliro athu a 2022 ndipo tsopano tikuwona kuchuluka kwadongosolo kokhazikika kokhazikika kotala.Poloza kumanzere kwa slide 4, izi zikuwonetsa zomwe tikuwona kuti ndizokhazikika zatsopano zomwe timayembekezera.COVID-19 isanachitike komanso nthawi ya mphamvu zoyera isanakwane, kapena pakati pa 2016 ndi 2019, kuchuluka kwa ndalama zokwana $238 miliyoni kotala kumapitilira $300 miliyoni pa kotala.Pali zinthu zina zingapo zofunika kuziyang'ana mu dongosolo lathu lomwe likugwira ntchito kotala ino.Tidayika maoda 60 opitilira $ 1 miliyoni iliyonse mgawo lachitatu ndi 152 chaka chino.Gawo lachitatu linali gawo lachiwiri motsatizana kwa ife ndi maoda 60 ofunika kuposa $ 1 miliyoni.Tinalandiranso maoda 20 atsopano ndi maoda 65 kuchokera kwa makasitomala atsopano.
Kuyambira kuchiyambi kwa chaka mpaka kotala lachitatu la 2021, maoda athu onse amagulu apadera adapitilira milingo yawo yofananira mu 2020. Mwanjira ina, m'miyezi isanu ndi inayi yoyambirira ya chaka, kuchuluka kwa maoda azinthu zapadera m'magulu onsewa kudaposa chiwerengero cha miyezi 12 yathunthu ya 2020. Maoda a zakumwa adakwera ndi 68% mwachangu poyerekezera ndi gawo lachitatu la buku lachitatu ndi 2% zobweretsera, komanso kutengera mtengo wazinthu zamakono.Zotsatira zake, gawo lina la bizinesi silinapeze kuchepa kwa phindu chifukwa cha kuwonjezeka kwa ndalama zakuthupi.Tikuyamba kuwona kuchira, ngakhale mochedwa kuposa momwe timayembekezera, m'misika yakale yamafuta ndi gasi, kuphatikiza kufufuza ndi kuponderezedwa kwa gasi wachilengedwe, ndi zotenthetsera zoziziritsidwa ndi mpweya zomwe zimakhala ndi ma voliyumu apamwamba kwambiri m'miyezi iwiri ya 2020-2021, pepani.Mu Ogasiti ndi Seputembala, gawo lachitatu la 2021 linali kotala lomwe linali ndi maoda ambiri osinthira kutentha kozizira ndi mpweya.
Chitsanzo china chomwe zinthu zathu sizimalumikizidwa pamlingo wa maselo.Choncho, malinga ngati kusintha kwa mphamvu kukupitirirabe, tidzapindula ndi kubwezeretsa mafuta.Kotero tsopano tiyeni tiwone tsatanetsatane wa mtengo wamtengo wapatali ndi zomwe zachitidwa kuti zithetse kukwera kwina koyembekezeka pamtengo wapamwamba kuposa zomwe zimayembekezeredwa muzithunzi za 5 ndi 6. Ngakhale tikuyembekeza kuti gawo lachitatu la 2021 likhale lotsika kwambiri la zotsatira zoipa pamphepete chifukwa cha zovuta zamtengo wapatalizi, monga zina mwazinthuzi zathetsedwa - zomwe zidzatsatiridwa ndi kuchepetsedwa kwathunthu, zina zidzachepetsedwa.tikuyembekeza kuti malire azikhala bwino m'magawo otsatirawa, koma tikusinthanso upangiri wathu wa kotala yotsatira, kuphatikiza kusintha kwa nthawi yogulitsa komanso kutsika kwamitengo.Tidanenapo kale kuti tikuyembekeza kuti Q3 2021 iwunikire ngati ndalama zakuthupi ndi kupezeka kwake zikuwongolera kapena kutsika ndikuyankha mwachangu.Zinthu zinafika poipa kwambiri kotalali.
Ngakhale kuchulukirachulukira kwa madongosolo ndi zotsalira zomwe zatsala pang'ono kutha, mayendedwe ndi zovuta za ogwira ntchito pagulu logulitsira zidakhudza zotsatira zathu.Tinayankha mwachangu ndi ma markups, kukwera kwamitengo yowonjezereka komanso kutsika kwamitengo yogwirira ntchito, koma palibe zomwe tachita mkati mwa kotala zomwe zidakhudza zomwe timapeza m'gawoli.Pakali pano tikulosera za ntchito yomwe ikuchitika komanso nthawi zowerengera komanso kukhazikika kwantchito komanso kugwira ntchito moyenera zomwe zimabweretsa kubwereranso ku malire wamba, gawo loyamba la gawoli likuyamba gawo lachinayi ndikupitilira gawo lachiwiri la 2022, lomwe likuphatikizidwa muzoneneratu zathu za 2022.Tiyeni tibwerere mmbuyo ndikumvetsetsa mavuto ndi zomwe timachita nawo.Slide 5, mzere woyamba umasonyeza momwe ndalama zakuthupi zinapitirizira kukwera mofulumira m'gawo lachitatu la 2021, ndi ndalama zosapanga dzimbiri, aluminiyamu ndi carbon zitsulo zikuwonjezeka ndi 12%, 18% ndi 24% motsatira kuyambira June 30 mpaka September 30. Kuyambira July 1, tachita kuwonjezeka kwakukulu kwa mtengo.
Sitinawone kusintha kwakukulu mu Q3 kutengera kuchedwa kwathu komanso kuchuluka kwamitengo ya kotala.Kuonjezera apo, tinayamba kuwonjezera ndalama zowonjezera ku malamulo onse atsopano kuyambira pakati pa gawo lachitatu la 2021 ndikukwezanso mitengo mu October 2021. Ntchito yathu yokonza imakulolani kuti muyike mitengo yamakono ya zipangizo panthawi yovomerezeka ya ntchito.Chifukwa chake, mawu onsewa asinthidwanso.Mzere wachiwiri ukuwonetsa kusokonezeka kwa njira zogulitsira, kukhala kuchuluka kwa madoko, madalaivala, magalimoto, zotengera, kupezeka kwa zinthu.Mwachiwonekere palibe chimodzi mwa izi chomwe chili choyenera pa tchati ndipo gulu lathu likuyesetsa kuchepetsa kusiyana kwa nthawi yogulitsa chifukwa cha kusokonezeka kwa chain chain.Komabe, izi zimalimbikitsanso kumenyera kwathu chitetezo, zomwe zimakhudzanso kuyenda kwaulere kwa ndalama pakanthawi kochepa.Ponena za kupezeka kwa dalaivala ndi magalimoto, mzere wachitatu ukuwonetsa vuto lomwe silikambidwa nthawi zambiri, koma lowononga kwambiri, losayembekezereka lomwe tidakumana nalo pakati pa Ogasiti 11 ndi Okutobala 7.
Othandizira gasi athu akumafakitale akakamiza kuti pakhale vuto la nayitrogeni ndi argon kwa makasitomala amafuta am'mafakitale, kuphatikiza ife, chifukwa chakuyambiranso kufunikira kwa mpweya chifukwa cha COVID-19, makamaka ku United States.Ngakhale tili ndi mwayi wogwiritsa ntchito imodzi mwamagalimoto athu a cryogenic m'zombo zathu zobwereketsa ndikulemba ganyu woyendetsa wovomerezeka kuti apereke gasi wachilengedwe kudzera pamaneti athu ogawa kuti ntchito yathu ipitirire, kulephera kumeneku kwawonjezera ndalama zathu zogwirira ntchito komanso kusakwanira.Kumbali yabwino, chochitika cha force majeure chidakwezedwa pa Okutobala 7th ndipo magawo tsopano abwerera mwakale.Pitani ku slide yachisanu ndi chimodzi, mzere wachinayi.Tikuyang'anizana ndi kupezeka kwa ogwira ntchito komanso zovuta zamtengo wapatali, kuphatikiza kukhudzidwa kwa COVID-19 pa ogwira ntchito.
Tikukhulupirira kuti tatenga njira zokwanira kuti tiwonetsetse kuti sitinakhudzidwe ndi mavuto a ntchito m'gawo lachinayi, kupatulapo kuwonjezeka kwachindunji kwa malipiro a ola limodzi, zomwe sizosakhalitsa ndipo zinakhazikitsidwa m'gawo lachitatu poyankha kusungidwa ndi kulembedwa ntchito kwa chiwerengero chachikulu cha ogwira ntchito opanga.membala wa timu.Mu kotala, tidalemba ganyu anthu 372, ndipo opitilira 98% akadali nafe.Ngakhale kuti tipitiriza kukweza malipiro, tinagwiritsanso ntchito zolimbikitsa anthu olembetsa m'gawoli, zomwe zinasokoneza ndalama koma sizinaphatikizidwe m'malipiro apansi.Nkhani yachiwiri ya ogwira ntchito yomwe idayenda bwino kwambiri mu Okutobala ndikuwonjezereka kwatsopano kwa COVID-19 kumalo athu opanga ku US.Kuyambira pa Ogasiti 1 mpaka Seputembara 30, avareji 3.7% ya ogwira ntchito m'malo athu ovuta ku US sanakhalepo kwa sabata imodzi chifukwa cha COVID-19.
Takhala ndi antchito achindunji ochepa kwambiri m'masitolowa kuyambira Okutobala.Izi zidapangitsa kuti pakhale kusakwanira kogwira ntchito, kusintha kosintha, ndikusintha kowonjezera pomwe ntchito yathu yachindunji idafalikira madera osiyanasiyana a sitolo.M'kati mwa kotalayi, nyumba zathu ziwiri zopangira zidazimitsidwa mwachidule chifukwa cha mphepo yamkuntho ya Ida, zomwe zinachititsa kuti maola a ntchito awonongeke.Izi ndi zotsatira zosakhalitsa popanda kuwonongeka kokhalitsa kapena kosatha kapena zotsatira.Pomaliza, tikuyembekeza ndikukonzekera kupitiliza kukhazikitsa malamulo amphamvu ku China kumaofesi athu ku China.Pamene kuli kofunikira, tapanga njira zingapo zochepetsera.Koma pakadali pano, magetsi a sabata iliyonse pabizinesi yathu yaku China adzakhala asanu abwinobwino, malire awiri kapena anayi mwachizolowezi, malire atatu, ndipo ngati zomwe zikuchitika pakadali pano sizisintha, tidzafika pakatikati pa kotala yathu yachinayi popanda malire.Zolosera zaku China.
Ife - takhala tikuchitapo kanthu nthawi zonse pakusintha kwamitengo yazinthu ndi kusintha kwina kwamitengo ndi kukwera kwamitengo ndi zoonjezera.Mutha kuwona pa slide 7 kuwonjezeka kwa mtengo wazinthu mu theka lapamwamba la slide.Kuyambira kuchiyambi kwa chaka, magulu athu atatu akuluakulu a zipangizo: zitsulo zosapanga dzimbiri, aluminiyamu ndi carbon steel zakula ndi 33%, 40% ndi 65% motsatira.M'masiku oyambirira a 20 a Oktoba, tinawona mitengo ya carbon ndi zitsulo zosapanga dzimbiri ikukhazikika, koma chifukwa cha mkhalidwe wa magnesiamu, mitengo ya aluminiyamu inapitirira kukwera ndipo kupezeka kunatsika.Ndanena izi, ndisanalankhule za mitengo yofunikira ndi zolipirira zomwe tikuyika, ndi zifukwa za kusiyana kwa njirazi, ndiloleni ndilankhule za mulingo wathu wotonthoza ndi katundu wachitetezo.Monga mukudziwira, kuyambira kumayambiriro kwa chaka takhala tikuwonjezera chitetezo cha chitetezo komwe kuli koyenera kuti tiwonjezere kwa kanthawi ndalama zamtengo wapatali pamwamba pa zomwe zimachitika, zomwe zidzakhudza kutuluka kwa ndalama kwaulere.Komabe, chisankho chanzeru ichi chatilola kuti tisaphonye kutumiza kwakukulu kwa makasitomala athu.
Mwachitsanzo, talowa m'makontrakitala ena achaka chimodzi kapena ziwiri, kupulumutsa ndalama mu theka loyamba la 2022 kuyerekeza ndi zomwe zilipo panopa kutengera nthawi yomwe tidalandira.Ponena za mitengo, sitiyembekezera kuti ndalama zakuthupi ziwonjezeke, monga momwe adachitira kuyambira kumapeto kwa gawo lachiwiri mpaka kumapeto kwa gawo lachitatu, motsatana.Pamene tidawona izi, kuwonjezera pa kusintha kwamitengo komwe kunachitika kuyambira pa Julayi 1 ndikubwerezanso mawu azinthu zonse zoyitanitsa mapulojekiti ndi nthawi yaukadaulo, tidayambitsanso zolipiritsa zapakati pa kotala.Ngakhale ndi zosinthazi, sikokwanira kusunga ndalama zomwe zikukwera mwachangu.Chifukwa chake, takhazikitsanso kuwonjezereka kwina kwamitengo yazinthu zonse zatsopano, zomwe zizikhala zosakhalitsa komanso zokhazikika, kutengera zomwe zagulitsidwa.Tagwira ntchito ndikupitilizabe kugwira ntchito ndi makasitomala athu amafuta amafuta am'mafakitale omwe ali ndi mapangano anthawi yayitali kuti atithandize kugwiritsa ntchito mitengo yamtengo wapatali pafupipafupi m'mapanganowa, popeza kuti nthawi zakukwera kwamitengoyi zikupitilirabe ndipo timatsalira kumbuyo kwa njira yosinthira kotala nthawi ya hyperinflation.osathandiza.
Kwa makasitomala athu omwe achita bwino izi ndikusunga ubale wathu wautali, makinawa abwereranso ku dongosolo lake lanthawi zonse, kaya kotala kapena theka pachaka, momwe chuma chambiri chikukulirakulira.Zikomo kwambiri kwa aliyense amene amagwira nafe ntchito kuwonetsetsa kuti titha kubweretsa katundu wawo momwe angafunikire, koma kutero popanda kuwononga bizinesi yathu.Chachiwiri, zikomo kwa iwo omwe akugwira ntchito yokonzanso zotsalira kuti athe kulipira bwino ndalama zotumizira zina mwazinthu zomwe zilipo kale zomwe zatsalira.Mudzaona kuti tapanga kukula kumeneku m’njira ziwiri zosiyana.Zinali mwadala.Choyamba, pamene mtengo ukuyenda bwino ndikubwerera mwakale, ena mwa mitengo yathu idzakhalabe yapamwamba, yomwe idzakhala sitepe yodziwika bwino kuti tisinthe mitengo nthawi zonse.Chachiwiri ndi malipiro, omwe ndi osakhalitsa, ngakhale kuti panopa ndi osatha.Chifukwa chake tikhala ndi kukhazikika kwamitengo, koma khalani oona mtima ndi makasitomala athu chifukwa akuyesera kutichitira chilungamo.
Ndisanalankhule za momwe timaonera 2022, ndipereka pansi kwa Joe kuti akupatseni chithunzithunzi chazomwe tachita pakuchepetsa mtengo komanso zotsatira za kotala lachitatu.
Zikomo Jill Chithunzi chachisanu ndi chitatu chikuwonetsa ndalama zina zamapangidwe ndi zochita kuti muwonjezere mphamvu.Zomwe mukuwona pa slideyi zimagwira ntchito ziwiri: choyamba, kuchepetsa ndalama zogwiritsira ntchito, ndipo chachiwiri, kuonetsetsa kuti tili ndi mphamvu zoyenera m'malo oyenera kuti tikwaniritse masiku omalizira a makasitomala athu.Kumanzere kwa tsambali, mutha kuwona kagawo kakang'ono ka njira zochepetsera mtengo zomwe tidatenga kapena kutsata gawo lachitatu.Izi ndithudi si mndandanda wathunthu.Taphatikiza malo athu opangira zoziziritsa kukhosi a Tulsa m'malo athu opanga zinthu ku Beasley, Texas, ndikupanga malo osinthika osinthika pamalo athu a Tulsa, omwe ali m'magawo osiyanasiyana oyambira, kutengera mzere wazinthu.Kuphatikizika kwa mizere yosinthika ku Tulsa kumatipatsa mwayi wopeza anthu ogwira ntchito aluso ndipo kumatilola kusuntha zolepheretsa kupanga kuchokera kumadera ena.Mwachitsanzo, tamaliza kusamutsa ma ductwork ndi ma vacuum insulated assembles kuchokera ku New Bragg, Minnesota, ndipo ndalama zofananira zikuyembekezeka kuyamba mgawo lachinayi la 2021.
Malo omwewo a Beasley adzakonza malo athu okonzera ndi ntchito ku Houston, ndipo m'miyezi ingapo ikubwerayi tidzakhala tikuphatikizana ndi malo athu odzikonzera okha ku Houston.Pazithunzi mutha kuwona zina mwazinthu zogwira mtima zomwe zikuchitika ku US ndi Europe. Pomaliza, tikupitilizabe kukonzanso dongosolo lathu la SG&A ndikuchotsa komwe kudachitika kotala. Pomaliza, tikupitilizabe kukonzanso dongosolo lathu la SG&A ndikuchotsa komwe kudachitika kotala. Наконец, мы продолжаем совершенствовать нашуструктуру SG&A, исключая конкретные позиции в этом квартале. Pomaliza, tikupitiliza kukonza dongosolo lathu la SG&A pochotsa maudindo ena kotala lino.最后，我們继续完善我們的SG&A 结构，并在本季度进行了特定的职位裁减.最后，我們继续完善我們的SG&A 结构，并在本季度进行了特定的职位裁减. Наконец, мы продолжили совершенствовать нашу сструктуру SG&A and в течение квартала сокращали определенные рабочие места. Pomaliza, tidapitiliza kukonza dongosolo lathu la SG&A ndikudula ntchito zina mkati mwa kotala.Pa slide yachisanu ndi chinayi.Kugulitsa kwa Q3 2021 kunali $328.3 miliyoni, kupitilira 20% kuchokera pa Q3 2020, ndikukula kwachilengedwe kwa 13.4%.Monga chikumbutso, malonda a Venture Global Calcasieu Pass mgawo lachitatu la 2020 anali pafupifupi $25.6 miliyoni poyerekeza ndi pafupifupi $5 miliyoni mgawo lachiwiri la 2021. ndipo idakwera ndi 13.6% pachaka mpaka pano mu 2021 poyerekeza ndi koyambirira kwa 2020.
Zogulitsa mu gawo lachitatu la 2021 zidaphatikizanso kukula kwa kotala pa kotala muzinthu zapadera komanso mayankho athanki afiriji.Zogulitsa za CTS zidakwera 14.7% motsatizana QoQ 2021 ndi 10% YoY, pomwe zida zapadera zidakwera 9.5% QoQ 2021 ndi 108% YoY..8% poyerekeza ndi gawo lachitatu la 2020. Kukonza mwapadera, kukonza ndi kubwereketsa zidapanga 49.7% ya zogulitsa zathu zonse.Pafupifupi 50% ya kotala yachiwiri motsatizana ndi 34.1% ya 2020 yonse. Gawo lathu lachitatu la 2021 malire onse adakhudzidwa moyipa ndi ndalama zomwe Gill adafotokoza.Phindu lalikulu lomwe linanenapo linali 22.8% ya malonda, kuphatikizapo ndalama zosagwirizana ndi ndalama zoyendetsera malo, kugwirizanitsa, kukonzanso ndi kugwirizanitsa malo.Kusinthidwa pamitengo yosabwerezabwereza, kusinthidwa kwa ndalama zonse monga kuchuluka kwa zogulitsa kunali 26.5%, kuwonetsa kuchuluka kwamitengo yathu mkati mwa kotala chifukwa cha kukwera kwachangu kwa katundu, mayendedwe ogulitsa ndi mitengo yazinthu.
Malire osinthidwa osinthidwa monga kuchuluka kwa malonda akhalabe osasunthika kuyambira pa Q3 2020, kupatula LNG, ndipo atsika nthawi zonse kuyambira pa Q2 2021. Nkhani sizinakhudze pang'ono pamlingo wapadziko lonse monga gawo lazinthu zapadera ndi malonda, kukonzanso, mautumiki ndi kubwereketsa.Kusinthidwa malire azinthu zapadera monga kuchuluka kwa malonda kunangopitilira 37%, mogwirizana ndi gawo lachiwiri la 2021, ndikuwonetsa momwe bizinesiyo ikuyendera.Bizinesi ya Specialty Products imakhala yotengera mitengo yazinthu zomwe zimakhala zotsika mtengo kwakanthawi kochepa, kapena zogulitsa zomwe zimakhala ndi nthawi yoyitanitsa mwachangu, zomwe zikuwonetsa mitengo yaposachedwa pamitengo yathu yamakono.Kukonza, kukonza ndi kubwereketsa ndalama zonse zomwe zasinthidwa zinali 28.7% ya zogulitsa, kuphatikiza ndalama zokonzanso zomwe zikugwirizana ndi lingaliro lathu lophatikiza malo athu okonzera ku Houston, Texas.Malire osinthidwa a RSL adachulukitsa mfundo 510 motsatizana mgawo lachiwiri la 2021, kuphatikiza zotumiza zotsika kuchokera ku China.
Chovuta kwambiri pamlingo waukulu ndi wosinthidwa ndi makina otengera kutentha.Nthawi yozindikira ndalama zotengera polojekiti, poganizira zomwe zili mugawo lalikulu, nthawi yotayika yopangira, komanso malire apamwamba. Kuwonjezeka kotsatizana kotala lachiwiri 2021 mpaka kotala lachitatu kuwonjezeka kwa SG&A kumayendetsedwa ndi zowonjezera za LA Turbine ndi AdEdge. Kuwonjezeka kotsatizana kotala lachiwiri 2021 mpaka kotala lachitatu kuwonjezeka kwa SG&A kumayendetsedwa ndi zowonjezera za LA Turbine ndi AdEdge.Kuwonjezeka kotsatizana kwa ndalama zonse ndi kayendetsedwe ka kayendetsedwe kake kuchokera ku Q2 2021 kufika ku Q3 kumayendetsedwa ndi kuwonjezera kwa LA Turbine ndi 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 ndi AdEdge. Kukula kosasintha kwa SG&A kuchokera ku Q2 mpaka Q3 2021 kudayendetsedwa ndi kuwonjezera kwa LA Turbine ndi AdEdge.Pambuyo pake, Gill adzakambirana za nthawi yobwezera ndalama komanso momwe polojekitiyi idzakhudzire phindu m'madera omwe akubwera.Slide 10 ikuwonetsa EPS yathu yapakati pa kotala yachitatu ndi chaka mpaka pano ya $0.55 ndi $2.09, motsatana, kuphatikiza ntchito iliyonse yowunikiranso msika momwe tidayikamo ndalama, zomwe zidakhudza gawo lachitatu.kotala ndi kuyambira chiyambi cha chaka.Zosintha za EPS zokhudzana ndi ndalama zina zomwe zimawononga nthawi imodzi zimaphatikizanso kukonzanso, malipiro olekanitsa, zoyambitsa ndi kupanga mizere, ndi zina zowonongera kamodzi.Poganizira kuti oyang'anira athu akuganiza kuti apitilira, komanso nthawi ya zomwe zikuyembekezeka kuchokera pamapangidwe omwe mukumva, sitikuphatikiza zomwe mukumva lero kuwonjezera pakupanga kapena kusokoneza magwiridwe antchito. Poyesera kukhala osamala kwambiri pa ndemanga zokonzekera ndi Q&A, taphatikizanso tsatanetsatane wagawo ndi First of a Kind, chidziwitso chatsopano chamakasitomala muzowonjezera. Poyesera kukhala osamala kwambiri pa ndemanga zokonzekera ndi Q&A, taphatikizanso tsatanetsatane wagawo ndi First of a Kind, chidziwitso chatsopano chamakasitomala muzowonjezera. Kuti mukhale okhudzidwa kwambiri ndi ndemanga zomwe zakonzedwa komanso Q&A, taphatikizanso zambiri zagawo ndi chidziwitso chatsopano chamakasitomala mu pulogalamuyi. Kuti tipeze mayankho okonzekera nthawi yake ndi Q&A, taphatikiza tsatanetsatane wa magawo enaake ndipo, kwa nthawi yoyamba mu pulogalamuyi, chidziwitso chatsopano chamakasitomala.
Kuphatikiza apo, nthawi zambiri timalandira mafunso okhudza masiku omaliza a 10-Q.Tikukonzekera kuti tidziwitse pambuyo pake lero.
Slide 10 sizitanthauza kuti tidzapereka malangizo a kotala mtsogolomo, koma tikufuna kupereka zambiri zatsatanetsatane wagawo lotsatira.M'mawonekedwe athu a kotala yachinai, gulu lathu laphatikizanso zina zomwe zingachitike pakugulitsa kwathu kotala yachinayi ndi zomwe timapeza, komanso momwe timakonda kuganiza kuti mayendedwe azinthu, zotumiza ndi zonyamula katundu sizingachuluke.Pa slide 10 mutha kuwona kusintha kuchokera ku zomwe tidayerekeza kale kugulitsa mkati mpaka kumapeto kwa zolosera zathu zam'mbuyo za Q3 ndi Q4 monga zikuwonekera pamzere woyamba.Zigawo zazikulu zosuntha kuchokera pamizere yachiwiri mpaka yachisanu ndi chinayi sizokwanira kwathunthu, koma zimaphatikizapo kusuntha kwakukulu, kuphatikizapo nthawi yomalizira ndi zotsalira za ntchito zoyendetsera kutentha ndi zidziwitso za kupitiriza.
Zosinthazi zimabweretsa malonda athu osinthidwa a Q4 2021 kufika $370M ndi Q4 mpaka $370M mpaka $390M.Monga tanena kale, izi ndi chifukwa chakuyimitsidwa kwa masiku omwe akuyembekezeka kufika mu 2022, ndipo palibe chomwe chimataya ndalama.Zolosera zathu zatsopano zimaganiza kuti malonda mu 2021 adzawonjezeka ndi 11-13% poyerekeza ndi 2020. Slide 11 ikuwonetsa momwe tikuonera 2021, zomwe zimaganizira za zovuta za macroeconomic zomwe zaperekedwa kale, ndi zochita ndi nthawi zomwe zimayenera kuthana ndi mavutowa malinga ndi zomwe zilipo panopa.Tikuyembekeza kuti ndalama zonse zichulukirachulukira ngati kuchuluka kwa malonda mugawo lililonse, kupatula mayankho a matanki osungidwa mufiriji, mgawo lachinayi la 2021, kotala lachitatu likuwonetsa kutsika komanso kutsika kwamitengo mgawo lachinayi chifukwa cha dongosolo lamitengo.Mipata yonse ngati kuchuluka kwa kukula kwa malonda mu magawo a RSL ndi Specialty Products akuyembekezeka kuyendetsedwa ndi kusakanizikana kwazinthu komanso nthawi yokwera mitengo, pomwe kukwera pang'ono kwa malire a HTS ndi chifukwa cha malonda okulirapo omwe ali ndi malire apamwamba.zotsatira zogulitsa.
Ndalama zomwe zasinthidwa zosachepera pagawo lililonse la chaka chathunthu cha 2021 zikuyembekezeka kukhala pafupifupi $2.75 mpaka $3.10 pagawo lolemera pafupifupi 35.5 miliyoni zomwe zatsala, kutengera msonkho wokwanira 19.5%, poyerekeza ndi zomwe tidayerekeza 18%.Tikuyembekeza kuti gawo lachitatu la 2021 lidzakhala ndi vuto locheperako, ndikutsatiridwa ndi kusintha kosasintha m'magawo otsatirawa, makamaka popeza malo ena owoneka bwino adzazindikira ndalama zambiri.Mitengo ndi zololeza zikuyamba kuwonetsa phindu ndipo nthawi zambiri zimakwera kwambiri kuti zithandizire kugwira ntchito.Komabe, monga tanenera kale, mu nthawi zosatsimikizika, timafunikira njira zina zadzidzidzi.Kupitilira ku slide 13, kulosera kwathu kwapachaka kwa 2022. Ponseponse, timadziwa bwino ntchito zinazake ndipo tikuyembekeza kuti kufunikira kokulirapo komwe taona chaka chino kupitilira, zomwe zikuthandizira kukhudzika kwa mbiri yakale komanso kukwera kwamitengo mu 2022.
Takweza zomwe tagulitsa mu 2022 mpaka $ 1.7 biliyoni mpaka $ 1.85 biliyoni.Ngakhale tili ndi chiyembekezo chokhudza kulosera kosinthidwa kumeneku, kupatula mapulojekiti ena owonjezera kapena atsopano a LNG, tikuyembekeza kuti mapulojekiti atatu akuluakulu a LNG ku US Gulf Coast omwe adalandira kale chivomerezo cha FERC kuti apange chisankho chomaliza cha ndalama mu 2022. Tikuyembekeza kuti awiri mwa iwo adzawonekera m'buku lathu ladongosolo mu theka loyamba la chaka.Pambuyo pake, ndilankhula za ndalama zomwe zingatheke pa projekiti iliyonse yayikulu ya LNG ndi chifukwa chake chikhulupiriro chathu chakula.Komabe, kuti ndikupatseni mwachidule za kukula kwa malonda mu 2022 pa slide 13, mzere woyamba ukuwonetsa zotsalira za malamulo omwe panopa tikukonzekera kutumiza ku 2022. Pali zotsalira zina mpaka 2023 ndi kuthekera kwa kumasulidwa mu 2022, koma izi sizinaphimbidwe apa.Poganizira zamalingaliro awa, mzere wachiwiri ndi wachitatu ukuwonetsa mabuku ndi zombo zomwe zikuyembekezeka kutumizidwa mu 2022.
Mizere 4-6 ndi mapulojekiti ang'onoang'ono a LNG omwe timayembekezera kusungitsidwa koma akuyembekezeka kumalizidwa m'miyezi isanu ndi umodzi ikubwerayi chifukwa cha kusintha kwa nthawi komanso momwe ndalama zingakhudzire mu 2022. Mzere wa 7 umapereka ndalama zomwe zingatheke mu 2022 kutengera ntchito zowonjezera zowonjezera zomwe zasungidwa kumayambiriro kwa chaka.Pomaliza, mzere wachisanu ndi chitatu ndizomwe zikuyembekezeredwa kwazaka zonse za kugula kwa AdEdge ndi LA Turbine.Ndalama zomwe zasinthidwa zosasinthika pagawo lililonse zikuyembekezeka kukhala pakati pa $5.25 ndi $6.50 pagawo lolemera pafupifupi 35.5 miliyoni, malinga ndi msonkho wogwira ntchito wa 19%.Apanso, kupatula LNG iliyonse yayikulu.Potengera mawonekedwe athu akuchedwa, tikuyembekeza kuwona kukula kotsatizana kotsatizana kotala ndi chaka kuyerekeza ndi theka lachiwiri la chaka.Lingaliro ili likuphatikizanso kuti tikuyembekeza theka loyamba la 2022 liphatikizepo kupitiliza kukana zovuta zomwe tikukumana nazo pano ndikuwongolera pang'onopang'ono ndi zinthu zabwino zomwe zachitika mpaka pano.
Tsopano tiyeni tibwerere m'mbuyo ndi kukambirana za kuchuluka komwe kukukulirakulira.Choncho mbiri ya mizinda iwiriyi ndi gawo lachiwiri la zomwe zikuchitika mu bizinesi.Kufunika kokulirapo kumeneku kumachirikiza zikhulupiriro zathu ponse paŵiri munjira yathu komanso ziyembekezo zathu zamtsogolo.Timasiyanitsidwa ndi machitidwe athu osalowerera ndale ndi zida, ndipo tikukhulupirira kuti kusintha kwamphamvu kudzakhala njira yosakanizidwa, zonse zomwe tidzapindula pakubwezeretsa kapena kubwezeretsanso nkhokwe zamafuta ndi gasi wamba.Chifukwa chake, pa slide 15, tawonetsa ziwombankhanga zitatu zomwe tikuganiza kuti zidzasintha machitidwe pazaka khumi zikubwerazi, komanso momwe mabungwe aboma ndi mabungwe azigwirira ntchito pazosankha zokhazikika.IEA ndi Roadmap to Zero Emissions zikuwonetsa kuti zomwe zikuchitika masiku ano zidzachepetsa mpweya woipa ndi 20% pofika chaka cha 2030, zomwe ndizofunikira kuti dziko lapansi likhale lopanda zero pofika 2050.
Njira inanso yoganizira ndi yakuti ngati sitiyamba pano, dziko silingathe kutigwira kuti tikwaniritse zolingazi, ngakhale mutachita bwino m'zaka khumi zapitazi.Kuphatikiza apo, mayiko 90 alengeza ziro, zomwe zikuyimira 78% ya GDP yapadziko lonse lapansi.Tsopano 82% ya GDP yapadziko lonse lapansi imayendetsedwa ndi CO2 ndipo mayiko 32 ali ndi njira zothandizidwa ndi boma.Poyerekeza ndi chaka chatha, kukula kwa ziwerengerozi ndikofunika kwambiri, zomwe zimasonyeza kuti dziko lapansi likupita ku chitukuko chokhazikika.Pamene kukula ndi zomangamanga za mphamvu zongowonjezwdwa zikukula, timayang'ananso kwambiri pa pragmatism, ndikuwonetsetsa kukhazikika ndi kukhazikika kwa mphamvu.Mpweya wachilengedwe ndiwo umathandiza kwambiri pa zimenezi.Mzere wachitatu wa slide 16 ndi wofunikira.Izi zimakwaniritsa kufunikira kofulumira kwa mphamvu popanda kusokoneza kapena kusokoneza, ndipo nthawi zina, kwa nthawi yoyamba, amapereka magetsi kwa anthu ndi madera monga South Africa ndi India.Kufunika kwa mphamvu zokhazikika, kuphatikiza ndi chikhumbo chaukhondo komanso njira zothetsera chilengedwe, zidzatipindulitsa.
Chifukwa chake pitilizani slide 16 pazinthu zomwe takhala tikuchita m'miyezi 12 yapitayi ndi momwe zimatikhazikitsira bwino ndi ukhondo ndi zida zofananira.Sindidzathera nthawi yochuluka pazithunzi izi kupatula kunena kuti maulalo athu pakati pa kuyeretsa, magetsi oyera, madzi oyera, chakudya choyera ndi mafakitale aukhondo amakhazikitsidwa bwino ndipo safunanso kuchita zinthu zina.Makasitomala athu amatha kusankha kuchokera kumayendedwe athu osiyanasiyana ndi zida, mosasamala kanthu za molekyulu kapena ukadaulo.Choncho, amatha kusankha yankho lathunthu kapena chigawo chimodzi kuchokera kuzinthu zathu.Pakali pano tili m'malo abwino chifukwa cha kusinthaku kwa chaka chatha chomwe chinamalizidwa pamtengo womwe tikukhulupirira kuti ndi wololera.Kukhala ndi yankho lakumapeto kwayamba kuthandizira, ndipo tikuyembekeza kuti ipitilize kukulitsa bizinesi yathu yopangira zinthu zomwe zili m'malire.Kuphatikiza apo, ntchito zophatikizira mubizinesi yathu yopanda organic zili pa nthawi yake ndipo tikuyembekeza kuti ndalama zogwirira ntchito ndi kuphatikiza zidzatsika mu 2022.
Zomwe tapeza m'chaka chathachi zikuwonetsedwa patsamba 17. Zikuthandizira kwambiri kutsalira kwathu ndipo ziyamba kuyenda bwino mu P&L mu 2022. Zinthu zinayi zomwe zidamalizidwa pakati pa Okutobala 2020 ndi Juni 2021, zili ndi mtengo wogula wa $105 miliyoni pamtengo wawo wonse. Zomwe tapeza m'chaka chathachi zikuwonetsedwa patsamba 17. Zikuthandizira kwambiri kutsalira kwathu ndipo ziyamba kuyenda bwino mu P&L mu 2022. Zinthu zinayi zomwe zidamalizidwa pakati pa Okutobala 2020 ndi Juni 2021, zili ndi mtengo wogula wa $105 miliyoni pamtengo wawo wonse.Zomwe tapeza m'chaka chathachi zikuwonetsedwa patsamba 17. Zimathandizira kwambiri m'buku lathu laoda ndipo ziyamba kuzindikirika ndi phindu kapena kutayika m'njira yabwino mu 2022. Zinthu zinayi zomwe zidamalizidwa pakati pa Okutobala 2020 ndi Juni 2021 zili ndi mtengo wogula wophatikiza $105 miliyoni pa maoda 17 miliyoni onse ndipo adalandira mapangano awo onse.Zogula zomwe tamaliza chaka chatha zikuwonetsedwa patsamba 17. Zikuwonjezera kwambiri buku lathu la maoda ndipo ziyamba kuyenda bwino pakupeza phindu ndi kutayika mu 2022. Zinthu zinayi zogulira zidamalizidwa pakati pa Okutobala 2020 ndi Juni 2021 pamtengo wogula wamakampani anayi okwana $105 miliyoni, ndipo ndalama zopitilira $175 miliyoni zidayikidwa.Komanso, m'munsi kumanzere kwa slide, mutha kuwona ma synergies ena ophatikiza awa.Ndikufuna kufotokoza kuti kuphatikiza kwa BlueInGreen, AdEdge ndi Chart ndi ChartWater kunalandira chithandizo chochuluka kuyambira kale ndipo monga ndinanena kale, ili ndilo gawo lathu lakukula lomwe silinali lamtengo wapatali kwambiri m'zaka zaposachedwa ndipo kuthira madzi ndiko kutsogolo.Mwachitsanzo, AdEdge idatumiza mwezi wake wapamwamba kwambiri wa 2021 mu Seputembala, mwezi wathu woyamba kukhala umwini.Kuyambira pomwe tidapeza BlueInGreen Novembala watha, zopereka za As-a-Service zothira madzi ndi ntchito zamafakitale zakula ndi 62%.
Slide 18 ikuwonetsa ntchito yathu ya haidrojeni, yomwe idapitilira kupitilira zomwe tikuyembekezera pa manambala osasinthika ngakhale popanda kuyitanitsa zida zothirira madzi mkati mwa kotala.Chaka chino, talandira pafupifupi $200 miliyoni m'maoda okhudzana ndi haidrojeni m'miyezi isanu ndi inayi.Tidajambulitsa malonda a haidrojeni, phindu lalikulu komanso ndalama zogwirira ntchito mgawo lachitatu, kuphatikiza kukhazikitsidwa kwa thanki yathu yamadzimadzi yamadzimadzi komanso kukhazikitsidwa kwa pampu yathu ya 1000 bar psi liquid hydrogen.inchi kotala ili yatipatsa chidaliro ndipo ingatilole kuwonjezera msika wathu wanthawi yayitali wa haidrojeni m'miyezi / kotala ikubwera.Ichi ndi chidziwitso chaching'ono koma chofunikira chifukwa chikuwonetsa kuchuluka kwa kumamatira poyerekeza ndi miyezi 12 yapitayo.Imodzi mwa zipolopolo zomwe zili pa slide tsopano zaperekedwa chifukwa tsopano tili ndi njira yapadera yogwiritsira ntchito haidrojeni kuti tipindule osati kudalira kwathunthu haidrojeni chifukwa haidrojeni ndiye wopambana pa kusintha kwa mphamvu.
Izi zimatsimikiziridwa ndi zomwe timapereka panopa za malingaliro omwe angathe kupanga mapangidwe a hydrogen processing zomera zamtengo wapatali pafupifupi $ 1 biliyoni kwa makasitomala oposa 325 ndi makasitomala omwe angakhalepo, ndi chigamulo choyembekezeredwa cha mapaipi amtengo wapatali kuposa $ 500 miliyoni isanafike kumapeto kwa gawo lachitatu la 2022..Mapaipiwa akuphatikiza zopereka za ma trailer opitilira 115, malo odzaza madzi pafupifupi 30 ndi njira zingapo zopangira zakumwa zamakasitomala padziko lonse lapansi kuphatikiza Europe, North America, South Korea ndi Australia, kuphatikiza zisanu ndi chimodzi zomwe tikuyembekeza kuti zitha kupezeka m'miyezi isanu ndi umodzi ikubwerayi.Mu kotala lachitatu la 2021, tidayikanso $9.7 miliyoni yama tanki osungira madzi a hydrogen ku China.USA, ndipo tidayamba gawo lachinayi ndi dongosolo lopanga zida za 30 t/d hydrogen liquefaction ku USA ndi dongosolo lachinsinsi la polojekiti ku South Korea.kuti m'miyezi ingapo yapitayi, kugawa kwathu ntchito zogulira hydrogen kwakhala kofala kwambiri, zomwe sizopindulitsa pa chitukuko cha bizinesi yathu.Ndichizindikiro chabwino cha kuvomereza kwa hydrogen padziko lonse lapansi.
Pankhani ya ma trailer a haidrojeni, tili ndi ma pre-oda opitilira 60 m'miyezi 12 yapitayi ndipo tidatumiza 7 mu Seputembala, chomwe ndi chitsanzo cha kukulitsa mphamvu zathu pamlingo wa ma trailer 52 pachaka, ndipo tipitiliza kugwira ntchito molimbika.mu 2022. Kuchulukitsa kuchuluka kumeneku pachaka.Makasitomala athu ochulukirachulukira akuyang'ana mu haidrojeni yamadzimadzi ngati njira yothetsera katundu wolemetsa, kuchokera pamagalimoto kupita ku masitima apamtunda ndi ndege.Chitsanzo chimodzi ndi STOKE Space Technologies, tidagula haidrojeni yawo kotala.Chitsanzo china ndi mgwirizano wathu ndi Hyzon Motors kupanga galimoto yolemera ya 1,000 miles class 8 pogwiritsa ntchito matanki amadzimadzi a hydrogen omwe angotulutsidwa kumene.Slide 19 ikuwonetsa ntchito yojambula kaboni m'gawo lachitatu, zomwe ndikuganiza kuti ndizothandizira kuwonjezeka kwa ntchito zamalonda za CCUS posachedwa.Ndinanena chaka chatha kuti ndimaganiza kuti kugwidwa kwa kaboni kunali pafupifupi chaka chimodzi kumbuyo kwa haidrojeni ponena za ntchito zamalonda, koma kupatsidwa kusintha kosiyanasiyana pamsika, kunapezeka kuti kugwidwa kwa carbon kunali miyezi 18 kumbuyo kwa hydrogen.
Koma zochitika za kotala ino, kuphatikizapo maubwenzi athu ndi TECO 2030, Ionada ndi FLSmidth, zakhudza misika yofunika kwambiri yomwe kugwidwa kwa carbon kudzakhala gawo lalikulu la ntchito zake zowonongeka, kuphatikizapo kutumiza, simenti, mafakitale ndi mphamvu.Posachedwa talandira thandizo la $ 5 miliyoni kuchokera ku dipatimenti ya Zamagetsi ku US kuukadaulo wa SES wotsika kutentha kwa mpweya kuti apange, kumanga, kutumiza ndikugwiritsa ntchito njira yathu ku Central Plains Cement Company, kampani yocheperako ya Eagle Materials, komanso chomera chawo cha simenti ku Missouri.Ntchitoyi idzakulitsa dongosolo lathu la CCC mpaka matani 30 patsiku ndikuwonetsanso kuti makinawa amatenga 95% CO2 kuchokera kumtsinje wa gasi womwe ukubwera ndipo umapanga mtsinje wa CO2 wamadzimadzi wokhala ndi chiyero chopitilira 95%.Tikuyembekeza kuti chiyero chidzakhala pamwamba pa 99%.Chofunikiranso pa kotalali chinali chakuti tinalandira dongosolo laukadaulo la zinthu zathu zotengera mpweya kuchokera ku kampani yopanga malonda pagulu yomwe imapanga zida zogwirira ntchito yomanga molemera, komanso dongosolo laukadaulo la CCUS ndi KAUST ku Middle East.
Malamulo awiri a uinjiniya akuyembekezeka kusinthidwa kukhala madongosolo athunthu a projekiti ya CCS mkati mwa miyezi 12 ikubwerayi.Pomaliza, ukadaulo wathu wa SES wojambula kaboni udazindikirika ngati njira yopikisana kwambiri yolanda mpweya ndi ofufuza a MIT ndi ExxonMobil ndipo adapeza mtengo wopangira simenti ndi kugwidwa kwa CO2 pogwiritsa ntchito ukadaulo wathu wa CCC kukhala 24% wapamwamba kuposa kupanga simenti popanda kugwidwa kwa CO2 ndi matekinoloje ena olanda mpweya..ndalama zopangira simenti ndi kugwidwa kwa CO2 ndizokwera 38-134% kuposa kupanga simenti popanda kugwidwa kwa CO2.Choncho, mapeto omaliza a zokambiranazi ndikuti popanda kugwidwa ndi kusungidwa kwa carbon, zolinga zochepetsera mpweya ndi 2030 sizingakwaniritsidwe.Chifukwa chake khalani tcheru kuti muwonjezere kukula pamsika uno.Mutu wofunikira, tidaukambirana mwachidule pa foni ya Q2 P&L, koma ndikhala ndi nthawi yochulukirapo pazowunikira za LNG chifukwa cha chiyembekezo chomwe takhala nacho m'masabata angapo apitawa za chilengezo chachikulu cha LNG chomwe chikubwera.Apanso, monga mukuwonera pa slide 20, mbiri yathu yazamalonda ya mapulojekiti a LNG ikukulanso.
Monga chikumbutso, timagawa bizinesi ya LNG m'magawo atatu.Choyamba, ndi zomangamanga, kuphatikizapo magalimoto, malo opangira mafuta, zoyendera, zotengera za ISO, njanji ya LNG.Yachiwiri ndi ntchito zazing'ono komanso zamagulu.Chachitatu ndi LNG yayikulu, yomwe sitikuphatikiza muzoneneratu kapena zolosera zathu, koma tili ndi maulamuliro omwe tingathe pafupifupi $ 1 biliyoni chaka chamawa popeza zisankho zomaliza zazachuma zimapangidwira pantchitozi.Zotsatira zake, LNG ili bwino pamsika kuti isamuke kuchoka pamakontrakitala akanthawi kochepa kupita kuthamangitsa mapangano anthawi yayitali pomwe kuchuluka kwa zinthu ndi kufunikira kukukulirakulira.Makamaka, tikuwona izi m'mapulojekiti a malo otumizira kunja pamphepete mwa nyanja ya US Gulf of Mexico.Tikuyembekeza kuti malo atatu akuluakulu a LNG otumiza kunja ku US Gulf Coast agwirizane ndi FID mu 2022. Monga ndanenera, awiri mwa mapulojekiti atatuwa akuyembekezeka kulandira malamulo kwa ife theka loyamba la chaka chino.Palibe mwama projekitiwa omwe adasungitsidwanso pano ndipo palibe yomwe ikuphatikizidwa muzoneneratu zathu za 2022.Tikuyembekeza mosamalitsa kuti Venture Global Plaquemines Phase 1 (10Mtpa) isinthe kupita ku FID m'theka loyamba la chaka, ndipo zindikirani zomwe ndinanena mosamalitsa.
Tikuyembekezanso kuti polojekitiyi ikhale ndi zithunzi zopitilira $135 miliyoni.M'gawo lachitatu, VG ndi Polish Oil and Gas Co adachita mgwirizano womwe PGNiG idzagula matani owonjezera a 2 miliyoni kuchokera ku Venture Global pazaka 20.Ndi mphamvu yopanga pachaka ya matani 11 miliyoni, tikuyembekeza kuti gawo loyamba la polojekiti ya Tellurian Driftwood liphatikizepo $350 miliyoni patchati.Iwo adasaina mgwirizano wogulitsa ndi kugula ndi Shell m'gawo lachitatu, zomwe zinachititsa kuti kutsirizidwa kwa malonda a LNG kwa zomera ziwiri zoyambirira, ndipo akufuna kuyamba kumanga kumayambiriro kwa 2022. Tikuyembekeza kuti polojekiti ya Cheniere Corpus Christi Phase III idzaphatikizepo ndalama zoposa $ 375 miliyoni mu ndondomeko zomwe zinalengezedwa sabata yatha ndipo ENN LNG yavomereza kugula pafupifupi 900,000 ya matani a LNG pachaka.Izi zikuwonetsanso gawo lina lalikulu mu mgwirizano wathu wanthawi yayitali wa LNG yathu poyembekezera FID Phase 3 ku Corpus Christi chaka chamawa, adatero Schenier.Mtundu wachiwiri wa LNG uli pamlingo wochepa.
Tili ndi ma LOI awiri a mapulojekiti omwe sanasungidwebe, ndipo ndiye kuchuluka kwa malingaliro athu a 2022 monga mudawonera poyenda.Mapangidwe awa amagwira ntchito ku Eagle Jacksonville, Florida ndi New England.Pulojekiti ya New England ikuyembekezera kuvomerezedwa ndi City Council.Ndizosakhulupiririka mwazokha kuti bungwe lakhala likuyika izi pamisonkhano ya miyezi ingapo yapitayi, koma alibe nthawi ya misonkhanoyi.Koma tikukhulupirira kuti ivomerezedwa pamsonkhano wamasiku ano wa board, ndipo tikuyembekeza chidziwitso posachedwa pambuyo pake.Pomaliza, m'gulu lazomangamanga, tikupitilizabe kuwona kukula kwamagalimoto akasinja a LNG, zotengera za ISO ndi zida zina zofananira.Kumapeto kwa Seputembala, tidalandira oda yogulira LNG ya $ 19 miliyoni yamagalimoto angapo achikondi, dongosolo lathu lachiwiri logula zaka zambiri.Kulamula kwa matanki a LNG pamagalimoto oyendetsa magalimoto kunakhalabe kolimba kwambiri mgawo lachitatu la 2021, kupitilira $ 33 miliyoni, kupangitsa kuyitanitsa kwachaka cha 2021 pafupifupi $ 105 miliyoni kuposa chaka chathunthu m'mbiri yathu, kuphatikiza maoda atsopano amakasitomala ku Poland ndi India., Imasonyeza kuvomereza kwakukulu kwa LNG ngati mafuta panthawi ya kusintha kwa mphamvu.
Pomaliza, monga gawo la mapulani osinthira zombo ziwiri zaku US kupita ku LNG kuyendetsa gasi m'malo omwe akubwera, talandira kafukufuku waukadaulo kwa eni zombo zaku US.
Pofika pa Seputembara 30, 2021, kuchuluka kwathu kunali 2.99.Monga momwe zasonyezedwera kumanzere kwa slide 22, tidatseka kukonzanso ndalama pa Okutobala 18, 2021, zomwe zidakweza mawu, kuwonjezera kuchuluka, kukulitsa kukhwima kwa zida zathu, komanso kutsitsa mtengo.Revolver yokhazikika iyi ya $ 1 biliyoni idakulitsa kubwereka kwathu kuchoka pa $ 83 miliyoni kufika $430 miliyoni pochotsa chiwongola dzanja chochepa cha mfundo 50, kupulumutsa pafupifupi $ 2.3 miliyoni pachaka pamangongole apano, ndikuchotsa lamulo lakusonkhanitsa ndalama pazoletsa zokhudzana ndi COVID..Kwa nthawi yoyamba m'mbiri yathu, tikutsatira ndikuphatikiza chinthu chokhazikika mu chida chathu changongole, ndikuchepetsanso mtengo wokhudzana ndi kuchepetsa kuchulukira kwa mpweya wotenthetsa dziko m'zaka zisanu zikubwerazi.Zolinga zimagwirizana mwachindunji.Zoperekazo zikufuna 150% ya zomwe gulu lathu lakubanki likufuna la 100% la $ 1 biliyoni.
Pomaliza, mutha kuwona kuzindikira kwa zochita zathu za ESG pa slide 23, kuphatikiza kuzindikira Gastech ngati Champion Reduction of Emissions of the Year kotala ino, komanso kukhala womaliza m'gulu la Gastech Awards la mabungwe omwe amayimira mitundu yosiyanasiyana komanso kuphatikizidwa. Komanso mwezi watha, tidasankhidwa kukhala omaliza mu mphotho za S&P Global Platts Energy pazaudindo wamakampani. Komanso mwezi watha, tidasankhidwa kukhala omaliza mu mphotho za S&P Global Platts Energy pazaudindo wamakampani. Malingaliro a kampani S&P Global Platts Energy pamtengo waposachedwa kwambiri pamakampani onse a S&P Global Platts Energy. Komanso mwezi watha, tinali omaliza pa Mphotho ya S&P Global Platts Energy Corporate Social Responsibility Award.同樣在上个月，我們在S&P Global Platts Energy 企业社会责任奖中入围. S&P Global Platts Energy 企业社会责任奖中入围 S&P Global Platts Energy yatithandizanso kuti tigwiritse ntchito bwino ndalama zogulira ndalama za S&P Global Platts Energy. Komanso mwezi watha, tidasankhidwa kukhala Mphotho ya S&P Global Platts Energy Corporate Social Responsibility Award.Tonse a Jill ndi ine tikufuna kuti titengepo kanthawi m'malo ovutawa kuthokoza mamembala a gulu lathu chifukwa chokhalabe osasunthika, kuchita mwachangu zinthu zosiyanasiyana zowongola mtengo, ndikupitilizabe kutulutsa zambiri mwapadera za mayankho athu okhazikika ndi zokonda ndi zosowa zama cell.- agnostic mankhwala.
[Malangizo Othandizira] Funso lathu loyamba likuchokera kwa Ben Nolan waku Stifel.Mzere wanu tsopano watsegulidwa.
Phatikizani mwachangu ziwirizi apa.Ndiye tembenuzani.Choyamba, chiyenera kukhala chofulumira.Mu Phase 3 Corpus Christi, kodi nambalayi ndi yayikulu kuposa kale malinga ndi zomwe muli nazo?Zikuwoneka choncho.Ndikungofuna kudziwa ngati pali zina zowonjezera zomwe zingagulitsidwe.Komabe, funso lina linali lamutu kwambiri ndipo mwachiwonekere linali kotala lovuta.Pali zinthu zomwe simumayembekezera, ndipo palibe amene amayembekezera kuti zingakhudze chilichonse pano.Koma chifukwa cha 2022 yanu [yaukadaulo], ndikungoyesa kudziwa zomwe zili mmenemo kuti muyendetse.Ndipo - mukuganiza bwanji, inde - ngati chinachake sichingachitike, sichikuyenda monga momwe munakonzera, ngati malo okwanira m'dera lanu adaganiziridwa?
Chabwino, zikomo Ben.Chifukwa chake ndiloleni ndipereke yankho loyamba ku Gawo lachitatu la Corpus Christi.Nambala iyi ndi yochuluka kuposa kale.Ndikufunanso kunena kuti iyi ndi nthawi yoyamba yomwe izi zachitika, zomwe zimandiwonjezera chidaliro changa kuti onse ogwira ntchito oyenerera a mapulojekiti atatu omwe ndidawafotokozera mu Big LNG amakhutira kuti tikutulutsa zomwe timayembekezera kuti tipeze anthu..Kotero ndi zabwino.Ndiyeno, kuti muyankhe funso lanu mwachindunji, pali ena, nthawi zonse momwe mapulojekitiwa amagwirira ntchito, ntchito yopitilira kumbuyo pakati pa EPC, woyendetsa ndi Graph, mozungulira dongosolo, momwe zingawonekere, ndi zigawo ziti zomwe zimagwirizana..
Chifukwa chake pali kusintha komwe kumagwirizanako komwe kwakhala kopindulitsa kwambiri kwa ife, ndipo ndemanga pa kubweza mitengo ndi kubweza mitengo ndizosavuta chifukwa cha kusintha kwa chilengedwe.Chifukwa chake awiriwa ndi omwe akuwongolera kuchuluka kwa zomwe zili mu polojekitiyi.Ndiyeno, pafunso la 2022, pansi pa kalozerayo amamangidwa pachipinda chosinthira chomwe mumafotokoza.Timakhulupirira kuti malonda amagawidwa mofanana chaka chonse.Ndipo mukukokerabe malire mu kotala yoyamba ndikukhala bwino mu gawo lachiwiri.Timamvetsetsa bwino njira izi - kuchedwa komwe tikutaya.Tapanga chipinda chaching'ono m'mphepete mwa theka loyamba m'malingaliro athu pamene tikumaliza molimba mtima.Apanso, sitimapereka malingaliro kotala, ndiye ngati wina andifunsa za izi.
Koma timaziganizira motere: tikayang'ana tsatanetsatane wa zomwe tatsalira mu theka loyamba la 2022, gawo lalikulu kwambiri lazotsalira zathu ndi zinthu zapadera ndi mayankho a tanki yafiriji.M'malo odzipatulira, tikuwona kusinthasintha kwakukulu pokhudzana ndi milingo yokhazikika.Ndiyeno, monga Brinkman wangothirira ndemanga, magawo ena ndi magawo athu apadera anali ofulumira pakusungitsa ndi kutumiza ndipo amayendera mitengo/mtengo.Ndiyeno, pa chisankho cha tanki yafiriji, muzotsalira mu theka loyamba, tilinso ndi gawo lalikulu mu EMEA, kumene pali njira yowonjezereka yodutsa mtengo uwu.Chifukwa chake zinthu ziwirizi zimatipatsa lingaliro labwino la theka loyamba.Koma ndikuganiza kuti kugawa kuli kochulukira kwambiri chaka chino kuposa mu 2021, mitsinje ikuyenda bwino kuchokera pa Q4 kupita ku Q1, Q1 mpaka Q2 komanso pansi pamtunduwu.