Motley Fool yashinzwe mu 1993 n’abavandimwe Tom na David Gardner, ifasha abantu babarirwa muri za miriyoni kugera ku bwisanzure bw’amafaranga binyuze ku rubuga rwacu, podcast, ibitabo, inkingi z’ibinyamakuru, amaradiyo na serivisi zishoramari bihebuje.
Motley Fool yashinzwe mu 1993 n’abavandimwe Tom na David Gardner, ifasha abantu babarirwa muri za miriyoni kugera ku bwisanzure bw’amafaranga binyuze ku rubuga rwacu, podcast, ibitabo, inkingi z’ibinyamakuru, amaradiyo na serivisi zishoramari bihebuje.
Urimo usoma ingingo yubuntu hamwe nibitekerezo bishobora gutandukana na serivise ishoramari ya Motley Fool.Ba umunyamuryango wa Motley Fool uyumunsi hanyuma uhite ubona byihuse ibyifuzo byabasesenguzi, ubushakashatsi bwimbitse, umutungo wishoramari nibindi.Wige Byinshi
Mwaramutse kandi murakaza neza kuri Chart Industries, Inc.ukurikije ibyavuye mu gihembwe cya gatatu cya 2021. [Inyandiko ku Bakoresha] Itangazo ry’isosiyete hamwe n’ibindi bisobanuro byashyizwe ahagaragara muri iki gitondo.Niba utarakiriye itangazo rigenewe abanyamakuru, urashobora kuyigeraho usura imbonerahamwe ya www.chartindustries.com.Uyu munsi guhamagarwa kuzaboneka nyuma yo guhamagarwa kugeza kuwa kane, 28 Ukwakira 2021.
Amakuru ajyanye no gusubiramo ashyirwa mubitangazamakuru by'isosiyete.Mbere yuko dutangira, isosiyete irashaka kukwibutsa ko amagambo ahistorical yavuzwe kuriyi nama yo guhamagarira mubyukuri ari amagambo areba imbere.Nyamuneka reba amakuru ajyanye no kureba imbere hamwe n’impamvu zikubiye mu nyandiko yinjira mu isosiyete hamwe na dosiye iherutse gushyikirizwa na komisiyo ishinzwe kugurizanya no kugurizanya.Isosiyete nta nshingano ifite yo kuvugurura kumugaragaro cyangwa kuvugurura ibyatangajwe imbere.
Urakoze Gigi.Mwaramutse mwese, kandi ndabashimira ko twifatanije natwe uyumunsi Q3 2021 twinjiza guhamagara no kuvugurura uko tubona 2022.Uyu munsi nifatanije nanjye ni Joe Brinkman, wabaye inararibonye muri Chart Industrial Gases none akaba umuyobozi mukuru ushinzwe imari, uzaguha ibisubizo buri gihembwe nyuma yo guhamagara.Ibiganiro byuyu munsi ni bibiri kandi bisa nibyo wumvise mu yandi masosiyete, nzi neza ko.Icya mbere, ibibazo bya macro byigihe gito twahuye nabyo mugihembwe cya gatatu, ingaruka zabyo mugihembwe cyacu, nibikorwa twakoze kandi dukomeza gufata kugirango ikirere kibe cyiza kandi gitange inyungu zikomeye muburyo nkuko twabitekerezaga.imyaka iri imbere.Icya kabiri, turabona ibikorwa bikomeje kumurongo munini wibyateganijwe kandi ibipimo byose byerekana gukomeza gukenera ibicuruzwa byacu.
Noneho, guhera kumurongo wa kane wigice cyinyongera cyasohotse uyumunsi.Igitabo cyacu cyo gutumiza $ 350M muri Q3 2021 cyerekana gukomeza kwiyongera mubisabwa mubucuruzi, birenze ibyo twari twiteze mu ntangiriro zigihembwe dore ko tutari twiteze cyangwa ngo tubone ibicuruzwa binini byamazi muri Q3.gihembwe, ibyo dutegereje ni hafi miliyoni 300 z'amadolari.Ibicuruzwa muri iki gihembwe byari hejuru ya 33% ugereranije n’igihembwe cya gatatu cya 2020, bituma igitabo cyacu cyatumije YTD 53% kiri hejuru ugereranije n’amezi icyenda ya mbere ya 2020. Byongeye kandi, ibicuruzwa ku bicuruzwa byihariye byiyongereyeho hejuru ya 100% muri iki gihembwe ugereranije n’igihembwe cya gatatu cya 2020 ndetse birenga 150% umwaka ushize.Cryo Tank Solutions nayo yashyizeho iterambere ritangaje muri ibi bihe, yazamutseho 35% mu gihembwe na 53% mu mezi icyenda.
Ibicuruzwa mu gihembwe cya gatatu byagize uruhare mu gihembwe cya kane cyikurikiranya cy’ibihe bidasubirwaho, ubu hejuru ya miliyari 1.1 z'amadolari, bikomeza icyizere mu cyerekezo cyacu cya 2022 none tukabona urwego rwo hejuru rwibikorwa mu gihembwe gihamye.Kwerekana kuruhande rwibumoso bwa slide ya kane, ibi byerekana icyo tubona ko ari urwego rusanzwe rusanzwe rwibihembwe dutegereje.Mbere ya COVID na mbere yigihe cyingufu zisukuye, cyangwa hagati ya 2016 na 2019, miliyoni 238 zamadorali yikigereranyo cya buri gihembwe kirenga miliyoni 300 zigihembwe.Hariho ibindi bintu bike byo kureba muburyo dukurikirana muri iki gihembwe.Twashyizeho ibicuruzwa 60 bifite agaciro ka miliyoni imwe y'amadolari buri gihembwe cya gatatu na 152 uyu mwaka.Igihembwe cya gatatu cyari igihembwe cya kabiri gikurikiranye kuri twe dufite ibicuruzwa 60 bifite agaciro ka miliyoni imwe y'amadolari.Twabonye kandi ibicuruzwa 20 bishya hamwe na 65 byabakiriya bashya.
Kuva mu ntangiriro z'umwaka kugeza mu gihembwe cya gatatu cya 2021, ibyo twategetse byose ku byiciro by’ibicuruzwa byihariye byarenze urwego rwabigenewe mu mwaka wa 2020. Mu yandi magambo, mu mezi icyenda ya mbere y’umwaka, umubare w’ibicuruzwa by’ibicuruzwa byihariye muri ibyo byiciro byose byarenze umubare w’amezi 12 yuzuye ya 2020. Ibicuruzwa by’ibinyobwa mu gihembwe cya gatatu byariyongereyeho 68% ugereranije n’igihembwe cya gatatu cya 2020.Kubera iyo mpamvu, igice cyubucuruzi nticyigeze kigabanuka kubyunguka kubera kwiyongera kwibiciro.Dutangiye kubona bimwe byongeye gukira, nubwo byatinze nkuko byari byitezwe, kumasoko ya peteroli na gaze gakondo, harimo gushakisha gaze gasanzwe no guhonyora, hamwe noguhindura ubushyuhe bukonje bwumuyaga bifite ibicuruzwa byinshi mumezi abiri ya 2020-2021, birababaje.Muri Kanama na Nzeri, igihembwe cya gatatu cya 2021 cyari igihembwe gifite ibicuruzwa byinshi byo guhanahana ubushyuhe bukonje.
Urundi rugero aho ibicuruzwa byacu bidahujwe kurwego rwa molekile.Rero, mugihe cyose inzibacyuho yingufu zikomeje, tuzungukirwa no kugarura peteroli.Noneho rero reka turebe amakuru arambuye yumutwaro wibiciro nigikorwa cyakozwe kugirango huzurwe ibiteganijwe gukururwa kuri ibi biciro birenze ibyo byari byateganijwe ku gishushanyo cya 5 nicya 6. Nubwo dutegereje ko igihembwe cya gatatu cya 2021 kizaba urwego rwo hasi rw’ingaruka mbi ku nyungu zatewe n’ibibazo by’ibiciro, kuko bimwe muri ibyo bibazo byakemuwe - bikagabanuka rwose, ibindi bikagumaho kandi bizoroherezwa kuko hafashwe ingamba zo kwishyura.turateganya ko marike izatera imbere mugihembwe gikurikiraho, ariko kandi turahindura ubuyobozi bwacu mugihembwe gitaha, harimo impinduka mugihe cyo kugurisha nigitutu cyibiciro.Twabanje kuvuga ko dutegereje Q3 2021 kugenzura niba ibiciro byibikoresho nibihari bigenda byiyongera cyangwa bigenda byangirika hanyuma tugasubiza vuba.Ibintu byarushijeho kuba bibi muri iki gihembwe.
Nubwo iterambere rikomeye ryibicuruzwa n'ibisigaye inyuma, ibikoresho n'ibibazo by'umurimo murwego rwo gutanga isoko byagize ingaruka kubisubizo byacu.Twahise dusubiza hamwe na marike, kongera ibiciro byiyongereye hamwe nigiciro cyo gukora, ariko ntanimwe mubikorwa byacu byigihembwe byagize ingaruka zihuse kumafaranga yinjiza mugihembwe.Kugeza ubu turateganya imirimo igenda itera hamwe nigihe cyo gushiraho hamwe nibikorwa bisanzwe byakazi hamwe nigikorwa cyiza bigatuma tugaruka kumurongo usanzwe, intambwe yambere yintambwe itangira mugihembwe cya kane ikomeza kugeza mugihembwe cya kabiri cya 2022, ibyo bikaba biri mubyo twateganyaga umwaka wa 2022.Reka dusubire inyuma dusobanukirwe nibibazo nibyo tubikoraho.Igice cya 5, umurongo wa mbere cyerekana uburyo ibiciro byibikoresho byakomeje kwiyongera byihuse mu gihembwe cya gatatu cya 2021, hamwe n’ikoreshwa ry’ibyuma bitagira umwanda, aluminium na karubone byiyongereyeho 12%, 18% na 24% kuva ku ya 30 Kamena kugeza 30 Nzeri. Kuva ku ya 1 Nyakanga, twakoze izamuka ry’ibiciro binini.
Ntabwo twabonye byinshi byahindutse muri Q3 ukurikije igihe cyatinze kandi buri gihembwe cyiyongera.Twongeyeho, twatangiye kongeramo amafaranga yinyongera kubintu byose bishya byatangiye hagati yigihembwe cya gatatu cya 2021 hanyuma tuzamura ibiciro mu Kwakira 2021. Igikorwa cyacu cyo gushushanya kiragufasha gushyiraho ibiciro byubu kubikoresho mugihe cyemewe cyo gusaba.Kubwibyo, aya magambo yose nayo yaravuguruwe.Umurongo wa kabiri werekana ihungabana murwego rwo gutanga, haba ubwinshi bwicyambu, abashoferi, amakamyo, kontineri, kuboneka ibikoresho.Ikigaragara ni uko nta na kimwe muri ibyo kijyanye n'imbonerahamwe kandi itsinda ryacu ririmo gukora kugabanya igihe cyo kugurisha bitewe no guhagarika amasoko.Ariko, ibi bikomeza kudutera inkunga yo guharanira umutekano, ibyo nabyo bigira ingaruka kumafaranga yubusa mugihe gito.Tuvuze ibinyabiziga n'ibikamyo biboneka, umurongo wa gatatu werekana ibibazo bitavuzwe cyane, ariko birababaje cyane, bitunguranye twahuye nabyo hagati yitariki ya 11 Kanama na 7 Ukwakira.
Abatanga gazi mu nganda bashyizeho ingufu zidasanzwe kuri azote na argon ku baguzi ba gaze mu nganda, natwe turimo, kubera kongera ingufu za ogisijeni kubera COVID-19, cyane cyane muri Amerika.Mugihe dufite amahirwe yo gukoresha imwe mu makamyo yacu ya kirogenike mu mato twakodeshaga no guha akazi umushoferi wemewe wo gutanga gaze karemano binyuze mu muyoboro wo gukwirakwiza kugira ngo umusaruro ukomeze, uku kunanirwa kwongereye rwose amafaranga yo gukora no kudakora neza.Ku ruhande rwiza, iyi mbaraga idashobora gukurwaho ku ya 7 Ukwakira kandi kugabana ubu bisubiye mubisanzwe.Jya kumurongo wa gatandatu, umurongo wa kane.Turimo guhura nibibazo byakazi hamwe nibiciro, harimo n'ingaruka za COVID-19 kubakozi.
Twizera ko twafashe ingamba zihagije kugira ngo tumenye ko tutagize ingaruka ku bibazo by'umurimo mu gihembwe cya kane, usibye kwiyongera ku buryo butaziguye umushahara w'isaha, utari uw'igihe gito kandi washyizwe mu bikorwa mu gihembwe cya gatatu hasubijwe kugumana no guha akazi abakozi benshi b'umusaruro.umwe mu bagize itsinda.Mu gihembwe, twahaye akazi abantu 372, kandi abarenga 98% baracyari kumwe natwe.Mugihe tuzakomeza kuzamura umushahara, twakoresheje kandi uburyo bwo kwiyandikisha mugihembwe, byagize ingaruka mbi kubiciro ariko ntibyashyizwe mumishahara fatizo.Ikibazo cya kabiri cyabakozi cyateye imbere cyane mu Kwakira ni ubwiyongere bushya bwa COVID-19 ku nganda zacu zo muri Amerika.Kuva ku ya 1 Kanama kugeza 30 Nzeri, impuzandengo ya 3,7% y'abakozi bakora mu bigo byacu bikomeye byo muri Amerika ntibabuze icyumweru kubera COVID-19.
Dufite abakozi bake cyane kuri aya maduka kuva mu Kwakira.Ibi byashizeho imikorere idahwitse yimikorere, guteganya impinduka, hamwe no guhinduranya nkuko akazi kacu kazengurutse ahantu hatandukanye mububiko.Mu gihembwe, bibiri mu bicuruzwa byacu byahagaritswe muri make kubera inkubi y'umuyaga Ida, bituma amasaha y'akazi atakaza.Izi ningaruka zigihe gito nta byangiritse cyangwa bihoraho cyangwa ingaruka.Hanyuma, turateganya kandi turateganya gukomeza gushyira mu bikorwa ingamba zo kubahiriza ingufu z’Ubushinwa ku biro byacu mu Bushinwa.Iyo bibaye ngombwa, twateguye ingamba zitandukanye zo kugabanya.Ariko muri iki gihe, amashanyarazi ya buri cyumweru kubucuruzi bwacu bwubushinwa azaba atanu asanzwe, imipaka ibiri cyangwa ine isanzwe, imipaka itatu, kandi niba ibihe byubu bidahindutse mugihembwe, tuzagera hagati yigihembwe cya kane nta yandi mananiza.Ubushinwa.
Twe - twahoraga dusubiza ihinduka ryibiciro byibintu hamwe nandi mahinduka yibiciro hamwe no kongera ibiciro hamwe ninyongera.Urashobora kubona muri slide 7 kwiyongera kubiciro byibikoresho mugice cya mbere cya slide.Kuva mu ntangiriro z'umwaka, ibyiciro byacu bitatu by'ibanze by'ibikoresho fatizo: ibyuma bitagira umwanda, aluminium na karubone byiyongereyeho 33%, 40% na 65%.Mu minsi 20 yambere yUkwakira, twabonye ibiciro bya karubone n’ibyuma bidahagaze neza, ariko urebye uko magnesium imeze, ibiciro bya aluminiyumu byakomeje kwiyongera kandi kuboneka byagabanutse.Mumaze kubivuga, mbere yuko mvuga kubiciro bisabwa hamwe na premium dushyiramo, nimpamvu zinyuranye hagati yubu buryo, reka mvuge kurwego rwacu rwiza hamwe nububiko bwumutekano.Nkuko mubizi, kuva umwaka watangiye twagiye twongera ububiko bwumutekano aho byumvikana kongera by'agateganyo amafaranga asigaye hejuru yibisanzwe, bizagira ingaruka kumafaranga yubusa.Ariko, iki cyemezo cyibikorwa cyatwemereye kutabura ikintu kimwe cyingenzi kubakiriya bacu.
Kurugero, twagiranye amasezerano yumwaka umwe nimyaka ibiri, dutanga ikiguzi cyo kuzigama mugice cya mbere cya 2022 ugereranije ninzego zubu ukurikije igihe twakiriye ibitekerezo.Ku bijyanye n’ibiciro, ntitwizeye ko ibiciro byiyongera, nkuko byagenze guhera mu mpera z’igihembwe cya kabiri kugeza mu mpera z’igihembwe cya gatatu.Tumaze kubona ibi, usibye ihinduka ryibiciro ryashyizwe mu bikorwa kuva ku ya 1 Nyakanga no kongera gusubiramo ibikoresho byose byo guhamagarira imishinga imishinga mugihe cyamasoko, twanashyizeho amafaranga yinyongera hagati yigihembwe.Ndetse hamwe nizo mpinduka, ntabwo bihagije kugendana nibiciro bizamuka byihuse.Kubwibyo, twashyize mubikorwa ikindi giciro cyo kongera ibicuruzwa byose bishya, bizaba byigihe gito kandi gihoraho, bitewe nibicuruzwa.Twakoranye kandi dukomeje gukorana n’abakiriya bacu ba gaze yinganda n’amasezerano maremare yo kudufasha gukoresha uburyo bwo kugena ibiciro byibiciro kenshi muri aya masezerano, dore ko ibi bihe by’ifaranga bikomeje kandi dusigaye inyuma yuburyo bwo guhindura buri gihembwe mugihe cya hyperinflation.ntacyo bikora.
Kubakiriya bacu babigezeho kandi bagakomeza umubano wigihe kirekire, ubu buryo buzagaruka kuri gahunda isanzwe, haba buri gihembwe cyangwa igice cya buri mwaka, uko ubukungu bwifashe neza.Ndashimira byimazeyo abantu bose dukorana natwe kugirango tumenye neza ko dushobora gutanga ibicuruzwa byabo nkuko bisabwa, ariko kubikora tutagize ingaruka mbi kubucuruzi bwacu.Icyakabiri, ndashimira abakora kuri pre-upgrade ya backlog kugirango bishyure neza amafaranga yinyongera yoherezwa kuri bimwe mubisanzweho murinyuma yacu.Uzarebe ko twateguye iri terambere muburyo bubiri butandukanye.Byari nkana.Ubwa mbere, nyuma yikiguzi cyifashe neza kandi kigasubira mubisanzwe, bimwe mubiciro byacu bizaguma kurwego rwo hejuru, bizaba intambwe isanzwe kuri twe kugirango duhindure ibiciro buri gihe.Iya kabiri ni amafaranga, nigihe gito, nubwo kugeza ubu kitazwi.Tugiye rero kugira ibiciro bimwe bikomeye, ariko tuvugishe ukuri abakiriya bacu kuko bagerageza kutubera byiza.
Mbere yuko mvuga uko tubona muri 2022, nzashyikiriza Joe ijambo kugirango nguhe incamake y'ibikorwa byacu byo kugabanya ibiciro hamwe n'ibisubizo by'igihembwe cya gatatu.
Urakoze Jill Igicapo cya munani cyerekana ibiciro bimwe byimiterere nibikorwa byo kongera ubushobozi.Ibyo ubona kuriyi slide bikora intego ebyiri: icya mbere, kugabanya ibiciro byo gukora, naho icya kabiri, kugirango tumenye neza ko dufite ubushobozi bukwiye ahantu heza kugirango twuzuze igihe ntarengwa cyabakiriya bacu.Kuruhande rwibumoso rwurupapuro, urashobora kubona igice cyingamba zo kugabanya ibiciro twafashe cyangwa twashyize mubikorwa mugihembwe cya gatatu.Nibyo rwose ntabwo ari urutonde rwuzuye.Twinjije uruganda rwacu rwa Tulsa rukonjesha mu ruganda rwacu rwa Beasley, muri Texas, dushiraho uruganda rukora ibintu byoroshye mu kigo cyacu cya Tulsa, kiri mu byiciro bitandukanye byo gutangiza, bitewe n'umurongo w'ibicuruzwa.Kwiyongera kumirongo yumusaruro woroshye muri Tulsa biduha kubona abakozi bafite ubumenyi kandi bikadufasha kwimura umusaruro uva ahandi.Kurugero, twarangije kwimura imiyoboro yimyanda hamwe na vacuum yateranijwe i New Bragg, Minnesota, kandi amafaranga yinjiza ateganijwe gutangira mugihembwe cya kane 2021.
Ahantu hamwe na Beasley hazubakwa ibikoresho byo gusana no gutanga serivisi muri Houston, kandi mumezi make ari imbere tuzahurira hamwe n’ikigo cyigenga cyo gusana i Houston.Kuri slide urashobora kubona bimwe mubindi bikorwa bifatika bishyirwa mubikorwa muri Amerika n'Uburayi. Ubwanyuma, dukomeje kunonosora imiterere ya SG&A hamwe no gukuraho imyanya yihariye yafashwe mugihembwe. Ubwanyuma, dukomeje kunonosora imiterere ya SG&A hamwe no gukuraho imyanya yihariye yafashwe mugihembwe. Наконец, мы продолжаем совершенствовать нашу кау SG&A, зючуяя Hanyuma, dukomeje kunonosora imiterere ya SG&A dukuraho imyanya yihariye muri iki gihembwe.最后 ， 我们 继续 完善 的 的 SG&A 结构 ， 并 在 本 季度 进行 了 特定 职位 职位。最后 ， 我们 继续 完善 的 的 SG&A 结构 ， 并 在 本 季度 进行 了 特定 职位 职位。 Наконес Hanyuma, twakomeje kunoza imiterere ya SG&A no kugabanya imirimo imwe n'imwe mugihembwe.Ku gicapo cyenda.Q3 2021 yagurishijwe yari miliyoni 328.3 z'amadolari, hejuru ya 20% kuva Q3 2020, hamwe n’iterambere rya 13.4%.Twabibutsa ko Venture Global Calcasieu Pass yagurishijwe mu gihembwe cya gatatu cya 2020 yari hafi miliyoni 25.6 z'amadolari ugereranije na miliyoni 5 z'amadolari mu gihembwe cya kabiri cya 2021. Nubwo nta musaruro munini wa LNG winjiza mu gihembwe cya gatatu cya 2021. Usibye kugurisha imishinga minini ya LNG mu gihe cyagenwe, iyinjizwa ry’ibinyabuzima ryiyongereyeho 25.2% mu gihembwe cya gatatu cya 2021 ugereranije n’umwaka wa 2021 ugereranyije n’umwaka wa 2021 ugereranije n’umwaka wa 2020.
Igurishwa mu gihembwe cya gatatu cya 2021 harimo kwiyongera kwigihembwe-kimwe cya kane mu bicuruzwa bidasanzwe hamwe n’ibisubizo bya firigo.Igurishwa rya CTS ryazamutseho 14.7% bikurikiranye QoQ 2021 na 10% YoY, mugihe ibicuruzwa byihariye byazamutseho 9.5% QoQ 2021 na 108% YoY..8% ugereranije nigihembwe cya gatatu cya 2020. Gusana bidasanzwe, kubungabunga no gukodesha ibicuruzwa byari 49.7% byibyo twagurishije byose.Abagera kuri 50% mu gihembwe cya kabiri bakurikiranye na 34.1% muri 2020 yose. Igihembwe cya gatatu 2021 amafaranga yinjiza yose yagize ingaruka mbi kumafaranga yasobanuwe na Gill.Inyungu rusange yavuzwe ni 22.8% yo kugurisha, harimo n’ibiciro bidasubirwaho bijyanye n’amafaranga yo gutangiza ikigo, kwishyira hamwe, kuvugurura no guhuza ikigo.Byahinduwe kubiciro bidasubirwaho, byahinduye inyungu rusange nkijanisha ryibicuruzwa byari 26.5%, byerekana umutwaro wibiciro byacu mugihembwe kubera ubwiyongere bwihuse bwibicuruzwa, ibicuruzwa bitangwa hamwe nibikoresho.
Igipimo rusange cyahinduwe nkijanisha ryibicuruzwa byakomeje kuba byiza kuva Q3 2020, usibye LNG, kandi byagabanutse kuva Q2 2021. Ibibazo ntibyagize ingaruka nke kumafaranga yagabanijwe ku ijanisha ryibicuruzwa byihariye no kugurisha, gusana, serivisi no gukodesha.Guhindura inyungu rusange kubicuruzwa byihariye nkijanisha ryibicuruzwa byari hejuru ya 37% gusa, bijyanye nigihembwe cya kabiri cya 2021, kandi byerekana muri rusange ubucuruzi.Ubucuruzi bwihariye bwibicuruzwa nibisanzwe bishingiye kubiciro hamwe nigihe gito-cyiza-cyiza, cyangwa ibicuruzwa bifite ibihe byihuse-byoherejwe, byerekana ibiciro biriho mubiciro byubu.Gusana, kubungabunga no gukodesha amafaranga yaguzwe yari 28.7% yo kugurisha, harimo amafaranga yo kuvugurura ajyanye nicyemezo twafashe cyo guhuza ikigo cyacu cyo gusana i Houston, muri Texas.Amafaranga yagabanijwe na RSL yiyongereyeho amanota 510 yikurikiranya mu gihembwe cya kabiri cya 2021, harimo ibicuruzwa biva mu Bushinwa.
Ikigoye cyane kuri rusange kandi cyahinduwe cyane ni sisitemu yo kohereza ubushyuhe.Igihe cyo kumenyekanisha umushinga ushingiye ku kumenyekanisha amafaranga, ukurikije ibice biri hejuru, gutakaza umusaruro, hamwe n’amafaranga menshi. Igihembwe cya kabiri gikurikiranye 2021 kugeza igihembwe cya gatatu SG&A kwiyongera biterwa no kongerwaho na LA Turbine na AdEdge. Igihembwe cya kabiri gikurikiranye 2021 kugeza igihembwe cya gatatu SG&A kwiyongera biterwa no kongerwaho na LA Turbine na AdEdge.Kwiyongera gukurikiranye kumafaranga rusange nubuyobozi kuva Q2 2021 kugeza Q3 biterwa no kongerwaho LA Turbine na 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 баш 2021 года был обусловлен добавлением LA Turbine na AdEdge. Kwiyongera kwa SG & A kuva Q2 kugeza Q3 2021 byatewe no kongeramo LA Turbine na AdEdge.Nyuma, Gill azaganira ku gihe cyo kugaruza ibiciro n'ingaruka zikomeye z'umushinga ku nyungu mu gihembwe gitaha.Igice cya 10 cyerekana igihembwe cya gatatu n’umwaka-ku-munsi byahinduwe na EPS ya $ 0.55 na $ 2.09, harimo n’ibikorwa byose byo kuvugurura ibicuruzwa ku isoko twashoyemo imari, byagize ingaruka nziza ku gihembwe cya gatatu.gihembwe no guhera mu ntangiriro z'umwaka.Guhindura EPS bijyanye nigihe kimwe cyakoreshejwe harimo kuvugurura, umushahara wo kwirukanwa, gutangiza imirongo yumurongo, nibindi bikoreshwa rimwe.Urebye ko ubuyobozi bwacu butekereza ko buzakomeza, hamwe nigihe cyo gutegereza offsets uhereye kubikorwa byuburyo wumva, ntabwo dushyiramo ibibazo wunvise uyumunsi usibye umusaruro mubi cyangwa ingaruka nziza. Mu rwego rwo kurushaho kumva neza amagambo yateguwe hamwe na Q&A, twashyizemo igice cyihariye kirambuye hamwe nicyambere cyubwoko, amakuru mashya yabakiriya kumugereka. Mu rwego rwo kurushaho kumva neza amagambo yateguwe hamwe na Q&A, twashyizemo igice cyihariye kirambuye hamwe nicyambere cyubwoko, amakuru mashya yabakiriya kumugereka. Kugirango turusheho kumva neza amagambo yateguwe hamwe na Q&A, twashizemo amakuru yihariye igice hamwe nambere-yubwoko bushya bwabakiriya muri porogaramu. Kugirango ube mugihe cyibitekerezo byateguwe hamwe na Q&A, twashizemo ibisobanuro kubice byihariye kandi, kunshuro yambere muri porogaramu, amakuru mashya yabakiriya.
Mubyongeyeho, twakira kenshi ibibazo bijyanye nigihe ntarengwa cyo gusaba 10-Q.Turateganya kubimenyekanisha nyuma yuyu munsi.
Igice cya 10 ntabwo bivuze ko tuzatanga buri gihembwe ubuyobozi, ariko turashaka gutanga amakuru yihariye yigihembwe gitaha.Mubyerekeranye nigihembwe cya kane cyerekezo, itsinda ryacu ryashyizemo ibihe byongeweho mugihembwe cya kane cyagurishijwe hamwe nu iteganyagihe ryinjiza, hamwe nuburyo dusanzwe tuvuga ko amasoko atangwa, ubwikorezi n’ibicuruzwa bidashobora kwiyongera.Ku gicapo cya 10 urashobora kubona impinduka kuva mubiteganijwe mbere yo kugurisha imbere imbere kugeza kumpera yo hepfo ya Q3 na Q4 byateganijwe nkuko bigaragara kumurongo wambere.Ibice binini byimuka kuva kumurongo wa kabiri kugeza kumurongo wa cyenda ntabwo byuzuye, ariko birimo ingendo nini, harimo igihe ntarengwa n’ibirarane byimishinga yo kohereza ubushyuhe hamwe no kumenyesha gukomeza.
Ivugurura rizana Q4 2021 ivugururwa ryagurishijwe kuri $ 370M na Q4 kugeza $ 370M kugeza $ 390M.Nkuko bimaze kuvugwa, ibi byose biterwa no gusubikwa kw’amafaranga ateganijwe kwinjizwa mu 2022, kandi nta na kimwe muri byo ari igihombo cyinjira.Iteganyagihe rishya rivuga ko kugurisha muri 2021 biziyongera 11-13% ugereranije na 2020. Igice cya 11 cyerekana uko tubona muri 2021, hitawe ku mbogamizi zishingiye ku bukungu mbere, hamwe n’ibikorwa ndetse n’igihe ntarengwa cyo gukemura ibyo bibazo bishingiye ku makuru ariho.Turateganya ko inyungu rusange yiyongera nkijanisha ryibicuruzwa muri buri gice, ukuyemo ibisubizo bya firigo ikonjesha, mugihembwe cya kane cya 2021, mugihembwe cya gatatu kigaragaza gutinda no gutinda mugihembwe cya kane kubera gahunda y'ibiciro.Inyungu rusange nkijanisha ryubwiyongere bwibicuruzwa mu bice bya RSL hamwe n’ibicuruzwa byihariye biteganijwe ko bizaterwa n’ibicuruzwa bivanze n’ibihe ndetse n’igihe cyo kuzamuka kw’ibiciro, mu gihe biteganijwe ko izamuka rito ry’imisoro ya HTS riterwa n’ibicuruzwa binini byihariye byihariye.ibisubizo byo kugurisha.
Biteganijwe ko amafaranga yinjiza adahwitse kuri buri mugabane wumwaka wose wa 2021 biteganijwe ko agera kuri $ 2.75 kugeza $ 3.10 kumigabane igera kuri miriyoni 35.5 yimigabane igereranije, urebye umusoro ufatika wa 19.5%, ugereranije nuko twabanje kugereranya 18%.Turateganya ko igihembwe cya gatatu cya 2021 kigira ingaruka nkeya ku ntera, hanyuma hagakurikiraho iterambere rihoraho mu gihembwe gikurikiraho, cyane cyane ko imyanya igaragara igaragara izamenya amafaranga yinjiza.Ibiciro n'amafaranga bitangiye kwigaragaza mu nyungu kandi akenshi mububiko bwinshi kugirango bifashe kwinjiza umurimo.Ariko, nkuko bimaze kuvugwa, mugihe kidashidikanywaho, dukeneye ingamba zihutirwa.Tujya kumurongo wa 13, iteganyagihe ryumwaka wa 2022. Muri rusange, tuzi neza imishinga yihariye kandi turateganya ko icyifuzo kinini twabonye muri uyu mwaka kizakomeza, bigira uruhare mu ngaruka z’ibirarane by’ibiciro ndetse no kuzamuka kw'ibiciro muri 2022.
Twazamuye ibicuruzwa byacu muri 2022 byose bigera kuri miliyari 1.7 kugeza kuri miliyari 1.85.Mugihe dufite ibyiringiro byinshi kuriyi iteganyagihe ryavuguruwe, usibye imishinga iyo ari yo yose cyangwa nshya nini nini nini ya LNG, turateganya ko imishinga itatu minini ya LNG ku nkombe z’ikigobe cya Amerika zimaze kwemererwa na FERC gufata icyemezo cya nyuma cy’ishoramari mu 2022. Turateganya ko babiri muri bo bazagaragara mu gitabo cyacu cyateganijwe mu gice cya mbere cy’umwaka.Nyuma, nzavuga kubyerekeye amadorari ashobora kuba kuri buri mushinga ukomeye wa LNG n'impamvu kwizera kwacu gukura.Ariko, kugirango tuguhe incamake yihuse yo kwiyongera kwagurishijwe muri 2022 kurupapuro rwa 13, umurongo wa mbere werekana ibirarane byamabwiriza duteganya kohereza muri 2022. Hariho ibirarane kugeza muri 2023 bishoboka ko hasohoka muri 2022, ariko ibi ntabwo bikubiye hano.Urebye urwego rwibitekerezo, umurongo wa kabiri nuwa gatatu werekana ibitabo bisanzwe nubwato buteganijwe koherezwa muri 2022.
Imirongo ya 4-6 ni imishinga mito ya LNG twateganyaga ko izandikwa ariko biteganijwe ko izarangira mu mezi atandatu ari imbere bitewe n’imihindagurikire y’ibihe hamwe n’ingaruka zinjira mu mwaka wa 2022. Umurongo wa 7 werekana ko ushobora kwinjiza muri 2022 ushingiye ku mishinga y’inyongera yatanzwe mu ntangiriro z'umwaka.Hanyuma, umurongo wa munani ningaruka ziteganijwe umwaka wose wo kugura AdEdge na LA Turbine.Biteganijwe ko inyungu ihindagurika idahwitse kuri buri mugabane biteganijwe ko izaba iri hagati ya $ 5.25 na $ 6.50 ku migabane igera kuri miliyoni 35.5 iremereye, hashyizweho umusoro ufatika wa 19%.Na none, ukuyemo LNG ikomeye.Urebye uko bigaragara muri iki gihe cyo gukererwa, turateganya kubona izamuka rikomeye buri gihembwe na buri mwaka umurongo ukurikirana ugereranije nigice cya kabiri cyumwaka.Iyi mitekerereze ikubiyemo ko dutegereje igice cyambere cya 2022 harimo gukomeza guhangana ningorane duhura nazo no gutangira buhoro buhoro hamwe nibikorwa byiza byakozwe kugeza ubu.
Noneho reka dusubire inyuma hanyuma tuvuge kubikenewe bikomeje.Amateka rero yimijyi yombi nigice cya kabiri cyibibera mubucuruzi.Iki cyifuzo cyagutse gihoraho gishyigikira imyizerere yacu haba mubikorwa byacu ndetse no mubihe biri imbere.Twatandukanijwe nibikorwa byacu bidafite aho bibogamiye hamwe nibikoresho byacu, kandi twizera ko inzibacyuho yingufu zizaba igisubizo kivanze, ibyo byose tuzabyungukiramo mugusubirana cyangwa kugarura ububiko bwa peteroli na gaze bisanzwe.Rero, kurupapuro rwa 15, twerekanye imirongo itatu yibwira ko izahindura imyitwarire mumyaka icumi iri imbere, hamwe nuburyo rusange bwibigo bya leta nabikorera kugirango bakore kuburyo burambye.IEA hamwe n’ibishushanyo mbonera by’ibyuka bihumanya ikirere byerekana ko imihindagurikire y’ikirere muri iki gihe izagabanya 20% gusa mu 2030, bikaba bikenewe kugira ngo isi igere ku murongo wa zeru mu 2050.
Ubundi buryo bwo kubitekerezaho nuko niba tudatangiye nonaha, isi ntishobora kudufata kugirango tugere kuri izi ntego, nubwo wakora ibishoboka byose nyuma yimyaka icumi.Byongeye kandi, ibihugu 90 byatangaje intego zeru, bingana na 78% bya GDP ku isi.Ubu 82% by'umusaruro rusange w'isi ni CO2 kandi ibihugu 32 bifite ingamba za hydrogène zishyigikiwe na leta.Ugereranije n'umwaka ushize, ubwiyongere bw'iyi mibare burahambaye, byerekana ko imyumvire y'isi igenda igana ku majyambere arambye.Mugihe igipimo n’ibikorwa remezo by’ingufu zishobora kwiyongera, natwe turushaho kwibanda kuri pragmatisme, mugihe twizeye ko ingufu zirambye kandi zihoraho.Gazi isanzwe igira uruhare runini muribi.Umurongo wa gatatu wa slide 16 ni ngombwa.Ibi birahaza byihutirwa ingufu zikenewe nta guhagarika cyangwa guhagarika, kandi rimwe na rimwe, ku nshuro ya mbere, bitanga amashanyarazi ku baturage no mu turere nka Afurika y'Epfo n'Ubuhinde.Gukenera ingufu zirambye, zifatanije nubushake bwibisubizo bisukuye kandi byangiza ibidukikije, bizatugirira akamaro.
Komeza rero ushire kumurongo 16 kubikorwa bitari organic twagiye dukora mumezi 12 ashize nuburyo biduhuza neza hamwe nibikorwa byuzuye byogusukura nibikoresho bifitanye isano.Ntabwo nzamara umwanya munini kuriyi slide usibye kuvuga ko amasano yacu hagati yisuku, amashanyarazi meza, amazi meza, ibiryo bisukuye ninganda zisukuye byashyizweho neza kandi ntibisaba ko habaho ikindi gikorwa kidasanzwe.Abakiriya bacu barashobora guhitamo muburyo butandukanye bwibikoresho nibikoresho, na none tutitaye kuri molekile cyangwa ikoranabuhanga.Rero, barashobora guhitamo igisubizo cyuzuye cyangwa igice cyibicuruzwa byacu.Kugeza ubu duhagaze neza kuriyi nzibacyuho bitewe nubwiyongere bwumwaka ushize butari kama bwarangiye mugiciro twizera ko gifite ishingiro.Kugira igisubizo kirangira-kirangiye gitangiye gufasha, kandi turateganya ko kizakomeza kuzamura ibicuruzwa byacu byinjira mubucuruzi.Byongeye kandi, ibikorwa byo kwishyira hamwe mubucuruzi bwacu butari ibinyabuzima biri kuri gahunda kandi turateganya ko ibiciro byo guhinduranya no kwishyira hamwe bizagabanuka muri 2022.
Kugura twakoze mu mwaka ushize byerekanwe ku gicapo cya 17. Bagira uruhare runini mu gusubira inyuma kandi bizatangira kunyura muri P&L mu buryo bufatika mu 2022. Ibintu bine byaguzwe byarangiye hagati yUkwakira 2020 na Kamena 2021, bifite igiciro cy’amadorari miliyoni 105 kuri bane kandi byinjije miliyoni zirenga 175 z’amadolari kuva amasezerano yabo arangiye. Kugura twakoze mu mwaka ushize byerekanwe ku gicapo cya 17. Bagira uruhare runini mu gusubira inyuma kandi bizatangira kunyura muri P&L mu buryo bufatika mu 2022. Ibintu bine byaguzwe byarangiye hagati yUkwakira 2020 na Kamena 2021, bifite igiciro cy’amadorari miliyoni 105 kuri bane kandi byinjije miliyoni zirenga 175 z’amadolari kuva amasezerano yabo arangiye.Kugura twakoze mu mwaka ushize byerekanwe ku gicapo cya 17. Bagira uruhare runini mu gitabo cyacu cyateganijwe kandi kizatangira kumenyekana mu nyungu cyangwa mu gihombo mu buryo bufatika mu 2022. Ibintu bine byaguzwe byarangiye hagati yUkwakira 2020 na Kamena 2021 bifite igiciro cy’amadorari miliyoni 105 muri bane kandi bakaba barabonye miliyoni zisaga 175 z’amadolari kuva amasezerano yabo arangiye.Kugura twarangije mu mwaka ushize byerekanwe ku gicapo cya 17. Bongerera cyane igitabo cyacu cyateganijwe kandi kizatangira kugenda cyane mu nyungu n’igihombo mu 2022. Kugura ibintu bine byarangiye hagati yUkwakira 2020 na Kamena 2021 ku giciro cyo kugura ibicuruzwa bine by’amadorari miliyoni 105, hamwe n’ibicuruzwa bisaga miliyoni 175 byateganijwe kuva bifunga.Na none, mugice cyo hepfo cyibumoso cya slide, urashobora kubona izindi mikoranire yibi bintu.Ndashaka kwerekana ko guhuza BlueInGreen, AdEdge na Chart hamwe na ChartWater byakiriye inkunga nyinshi hakiri kare kandi nkuko nabivuze mbere, iki ni igice cyacu cyo gukura kidahabwa agaciro mumyaka yashize kandi gutunganya amazi nibyo imbere.Kurugero, AdEdge yashyizeho ukwezi gutumiza ukwezi kwa 2021 muri Nzeri, ukwezi kwacu kwa mbere.Kuva twabona BlueInGreen mu Gushyingo gushize, As-a-Serivise yo gutunganya amazi no gukoresha inganda ziyongereyeho 62%.
Igice cya 18 cyerekana ibikorwa bya hydrogène, byakomeje kurenza ibyo twateganyaga kumibare ihamye nubwo nta tegeko ryibikoresho byamazi mugihembwe.Uyu mwaka, twakiriye hafi miliyoni 200 z'amadolari mu bicuruzwa bijyanye na hydrogen mu mezi icyenda.Twanditse amajwi ya hydrogène yagurishijwe, inyungu nini n’amafaranga yinjira mu gihembwe cya gatatu, hamwe no gutangiza ikigega cyacu cy’ubucuruzi cyo mu bwato no gutangiza pompe ya hydrogen 1000 bar psi.santimetero iki gihembwe yaduhaye icyizere kandi irashobora kutwemerera kongera isoko ryigihe gito cya hydrogène mugihe cyamezi / igihembwe kiri imbere.Aya ni mato ariko yingenzi kuko yerekana urwego rwo gufatana ugereranije namezi 12 ashize.Imwe mu masasu kuri slide yatanzwe ubu kuko dufite uburyo bwihariye bwo gukoresha hydrogène ku nyungu zacu kandi ntitwishingikirize kuri hydrogène rwose kuko hydrogène niyo yonyine yatsinze muguhindura ingufu.
Ibi birashimangirwa kandi n’ubu dutanga ibyifuzo byogushushanya uruganda rutunganya hydrogène rufite agaciro ka miliyari imwe y’amadolari ku bakiriya barenga 325 ndetse n’abakiriya bashobora kuba, hakaba hateganijwe ko hafatwa icyemezo cyo gufata imiyoboro ifite agaciro ka miliyoni zirenga 500 mbere y’igihembwe cya gatatu cya 2022..Uyu muyoboro urimo itangwa rya romoruki zirenga 115, sitasiyo zigera kuri 30 hamwe n’amahitamo menshi y’amazi ku bakiriya ku isi yose harimo Uburayi, Amerika y'Amajyaruguru, Koreya y'Epfo na Ositaraliya, harimo esheshatu twizera ko zishobora kuboneka mu mezi atandatu ari imbere.Mu gihembwe cya gatatu cya 2021, twashyizeho kandi miliyoni 9.7 z'amadolari yo kubika ibigega byo kubika hydrogène mu Bushinwa.Amerika, kandi twatangiye igihembwe cya kane dufite itegeko ryo guteza imbere ibikoresho 30 bya t / d hydrogène yo muri Amerika hamwe na gahunda y'ibanga muri Koreya yepfo.ko mu mezi make ashize, igabanywa ry’imiterere y'ibikorwa byo gutanga hydrogène ryarushijeho kwiyongera, ibyo bikaba bidafite akamaro gusa mu iterambere ry'ubucuruzi bwacu.Nibimenyetso byiza byerekana isi yose yakira hydrogène.
Ku bijyanye na romoruki ya hydrogène, dufite ibicuruzwa birenga 60 byateganijwe mbere y'amezi 12 ashize kandi twohereje 7 muri Nzeri, bikaba urugero rwo kwagura ubushobozi bwacu ku gipimo cya romoruki 52 ku mwaka, kandi tuzakomeza gukora cyane.muri 2022. Kwikuba kabiri ubushobozi buri mwaka.Abakiriya bacu benshi kandi bareba hydrogène yamazi nkigisubizo cyo gutwara imizigo iremereye, kuva mumamodoka kugera muri gari ya moshi nindege.Urugero rumwe ni STOKE Space Technologies, twaguze hydrogène yabo mugihembwe.Urundi rugero ni ubufatanye dufitanye na Hyzon Motors mugutezimbere ibirometero 1.000 byikamyo 8 yikamyo iremereye dukoresheje ibigega bishya byamazi ya hydrogène.Igice cya 19 cyerekana ibikorwa byo gufata karubone mugihembwe cya gatatu, nkeka ko aribwo butera kwiyongera guteganijwe kwiyongera mubikorwa byubucuruzi bya CCUS mugihe cya vuba.Navuze umwaka ushize ko nibwiraga ko gufata karubone byari inyuma yumwaka umwe wa hydrogène mubijyanye nubucuruzi, ariko nkurikije impinduka zitandukanye ku isoko, byagaragaye ko gufata karubone byari amezi 18 inyuma ya hydrogen.
Ariko ibyabaye muri iki gihembwe, harimo ubufatanye dufitanye na TECO 2030, Ionada na FLSmidth, byagize ingaruka ku masoko akomeye aho gufata karubone bizagira uruhare runini mu bikorwa bya decarbonisation, birimo ubwikorezi, sima, inganda n’ingufu.Muminsi ishize kandi twabonye inkunga ingana na miliyoni 5 zamadorali yatanzwe n’ishami ry’ingufu muri Amerika muri SES y’ikoranabuhanga rito ryo gufata karubone yo gushushanya, kubaka, komisiyo no gukora ibikorwa byacu muri Central Plains Cement Company, ishami ryuzuye rya Eagle Materials, n’uruganda rwabo rwa sima muri Missouri.Uyu mushinga uzagura sisitemu ya CCC kugeza kuri toni 30 kumunsi kandi unagaragaza ko sisitemu ifata hejuru ya 95% CO2 kumugezi wa gaz uza kandi ikabyara amazi ya CO2 yuzuye afite isuku irenga 95%.Turateganya ko ubuziranenge buri hejuru ya 99%.Ikindi cyagaragaye muri iki gihembwe ni uko twabonye itegeko rya tekiniki ku bicuruzwa byafashwe na karubone biva mu ruganda rukora inganda zicururizwa mu ruhame rukora ibikoresho by’inganda zikomeye, ndetse na tekinike ya CCUS hamwe na KAUST mu burasirazuba bwo hagati.
Ibicuruzwa bibiri byubwubatsi biteganijwe ko bizahindurwa muburyo bwuzuye kumushinga CCS mumezi 12 ari imbere.Hanyuma, tekinoroji yacu yo gufata karubone ya SES yamenyekanye nkigisubizo cyo guhangana na karubone n’abashakashatsi ba MIT na ExxonMobil basanga ikiguzi cyo gukora sima na CO2 bifashishije ikoranabuhanga ryacu CCC kiri hejuru ya 24% ugereranije no gukora sima nta gufata CO2 hamwe nubundi buryo bwo gufata imyuka ya karubone..ibiciro byo gukora sima no gufata CO2 biri hejuru ya 38-134% ugereranije n’umusaruro wa sima udafashwe na CO2.Rero, umwanzuro wanyuma wiki kiganiro nuko hatabayeho gufata karubone no kubika, intego yo kugabanya karubone muri 2030 ntishobora kugerwaho.Komeza rero ukurikirane iterambere ryiri soko.Ingingo y'ingenzi, twabiganiriyeho muri make kuri Q2 P&L, ariko nzakomeza kumara umwanya munini kuri LNG kubera icyizere twagize mu byumweru bike bishize kubyerekeye itangazo rikomeye rya LNG.Na none, nkuko mubibona kumurongo wa 20, portfolio yacu yubucuruzi yimishinga ishobora kuba LNG nayo iriyongera.
Nkwibutse, tugabanya ubucuruzi bwa LNG mubice bitatu.Ubwa mbere, ni ibikorwa remezo, birimo amakamyo, sitasiyo ya lisansi, ubwikorezi, kontineri ISO, gari ya moshi LNG.Iya kabiri ni imishinga mito n'iy'umuganda.Iya gatatu ni LNG nini, ibyo ntitwashyize mubyo duteganya cyangwa mubiteganijwe, ariko dufite ibicuruzwa bishobora gutangwa hafi miliyari imwe y'amadolari y'umwaka utaha kuko ibyemezo bya nyuma by'ishoramari bifatwa kuriyi mishinga.Kubera iyo mpamvu, LNG ihagaze neza ku isoko kugirango ive mu masezerano yo gutanga igihe gito igere ku masezerano yihuse yo gutanga amasoko maremare kuko impuzandengo y'ibicuruzwa n'ibisabwa bikomera.By'umwihariko, ibi tubibona mu mishinga yo kohereza ibicuruzwa hanze ku nkombe z'ikigobe cya Amerika cya Mexico.Turateganya ko ibintu bitatu bikomeye bya LNG byoherezwa mu mahanga ku nkombe z'Ikigobe cya Amerika byinjira muri FID mu 2022. Nkuko nabivuze, bibiri muri iyi mishinga itatu biteganijwe ko byaduha amabwiriza mu gice cya mbere cy'uyu mwaka.Nta na kimwe muri ibyo bikorwa cyongeye kubikwa kandi nta na kimwe muri byo cyashyizwe mu iteganyagihe 2022.Turateganya ko Venture Global Plaquemines Icyiciro cya 1 (10Mtpa) ihinduka kuri FID mugice cyambere cyumwaka, kandi tukareba ibyo navuze muburyo bwitondewe.
Turateganya kandi ko umushinga uzaba urimo miliyoni zisaga 135 z'amadolari y'ibirimo gushushanya.Mu gihembwe cya gatatu, VG na Polonye ya peteroli na gaze Co bagiranye amasezerano aho PGNiG izagura toni miliyoni 2 ziyongera kuri Venture Global mu myaka 20.Hamwe nubushobozi bwa buri mwaka bwa toni miliyoni 11, turateganya ko icyiciro cya mbere cyumushinga wa Tellurian Driftwood uzashyiramo miliyoni zirenga 350 $.Basinyanye amasezerano yo kugurisha no kugura na Shell mu gihembwe cya gatatu, bituma LNG irangira kugurisha ibihingwa bibiri bya mbere, kandi barateganya gutangira kubaka mu ntangiriro za 2022. Turateganya ko umushinga wa Cheniere Corpus Christi Phase III uzashyiramo miliyoni zisaga 375 z'amadolari muri gahunda yatangajwe mu cyumweru gishize kandi ENN LNG yemeye kugura toni 900.000 za LNG ku mwaka.Schenier yavuze ko iyi ari indi ntambwe ikomeye mu masezerano yacu y'igihe kirekire ku bushobozi bwacu bwa LNG dutegereje FID Icyiciro cya 3 muri Corpus Christi umwaka utaha.Ubwoko bwa kabiri bwa LNG buri ku gipimo gito.
Dufite LOI ebyiri kumishinga itarandikwa, kandi nicyo gice kinini cyibitekerezo byacu muri 2022 nkuko wabibonye murugendo.Ibishushanyo bikoreshwa mubikorwa byingirakamaro muri Eagle Jacksonville, Florida na New England.Umushinga wa New England utegereje kwemezwa ninama Njyanama yumujyi.Ntabwo byemewe ubwabyo ko inama y'ubutegetsi yashyize ibi kuri gahunda y'inama mu mezi ashize, ariko ntibafite umwanya w'izo nama.Ariko turizera ko bizemezwa mu nama y'ubutegetsi y'uyu munsi, kandi turateganya kubimenyeshwa nyuma yaho.Hanyuma, mubyiciro remezo, dukomeje kubona iterambere ryikamyo ya LNG yamakamyo, ibikoresho bya ISO nibindi bikoresho bifitanye isano.Mu mpera za Nzeri, twabonye miliyoni 19 zamadorali yo kugura LNG yo kugura urutonde rwimodoka zitanga isoko, gahunda yacu ya kabiri yo kugura mumyaka myinshi.Ibicuruzwa bitwara LNG ku binyabiziga bifite moteri byakomeje gukomera cyane mu gihembwe cya gatatu cya 2021, birenga miliyoni 33, bituma 2021 itumizwa mu mwaka kugeza ubu igera kuri miliyoni 105 z'amadolari arenga umwaka wose wuzuye mu mateka yacu, harimo no gutumiza abakiriya bashya muri Polonye no mu Buhinde., Yerekana kwemerwa cyane LNG nkigitoro mugihe cyinzibacyuho yingufu.
Hanyuma, muri gahunda yo kwimura amato abiri yo muri Amerika muri gaze ya gaze ya LNG mu bihe biri imbere, twabonye ubushakashatsi bwubuhanga kubafite ubwato muri Amerika.
Kugeza ku ya 30 Nzeri 2021, net net yari 2.99.Nkuko bigaragara kuruhande rwibumoso rwa slide 22, twafunze inguzanyo ku ya 18 Ukwakira 2021, itezimbere amagambo, yongerera ubushobozi, yongerera igihe ibikoresho byacu, kandi igabanya ibiciro.Iyi miliyari imwe y’amadolari y’amadorari yiyongereye yongereye ubushobozi bwo kuguza reververi kuva kuri miliyoni 83 kugera kuri miliyoni 430 z'amadolari mu gukuraho igipimo ntarengwa cyo kuguriza amadolari y’amanota 50 y’ibanze, kuzigama hafi miliyoni 2.3 z'amadolari ku mwaka ku rwego rwo kuguriza ubu, no gukuraho itegeko ryo gukusanya amafaranga mu mbogamizi zijyanye na COVID..Bwa mbere mu mateka yacu, turubahiriza kandi dushyiramo ibicuruzwa birambye mu gikoresho cy’imyenda yacu, hamwe no kugabanya ibiciro bijyanye no kugabanya ubukana bwa gaze ya parike mu myaka itanu iri imbere.Intego zifitanye isano itaziguye.Itangwa rigamije 150% by'itsinda ryacu rya banki risanzwe rifite intego ya 100% ya miliyari imwe y'amadolari.
Hanyuma, urashobora kubona bimwe mubikorwa byacu bya ESG kumurongo wa 23, harimo no kumenya Gastech nka Nyampinga wumwaka ugabanya ibyuka byangiza ikirere muri iki gihembwe, no kuba uwanyuma mu cyiciro cya Gastech Awards kumiryango iharanira ubudasa no kwishyira hamwe. Mu kwezi gushize, twahawe igihembo cya nyuma muri S&P Global Platts Energy awards kubera inshingano z’imibereho. Mu kwezi gushize, twahawe igihembo cya nyuma muri S&P Global Platts Energy awards kubera inshingano z’imibereho. Также в прошлом месяце мы стали минали матмии премии S&P Global Platts Ingufu за зин Mu kwezi gushize, twabaye abahatanira igihembo cya S&P Global Platts Energy Corporate Social Responsibility Award.& 在 上个月 ， 我们 在 S&P Ingufu za Global Platts Ingufu 企业 社会 责任 奖 中 入围。 S&P Isi Yose Ingufu 企业 社会 责任 奖 中 入围。 Также в прошлом месяце мы вошли в шорт-лист премии S&P Global Platts Ingufu за агную наную ответственность. Mu kwezi gushize, twatoranijwe kurutonde rwa S&P Global Platts Energy Corporate Social Responsibility Award.Jill na Jill bombi twifuje gufata akanya muri ibi bidukikije bigoye kugira ngo dushimire abagize itsinda ryacu kuba bakomeje guhanga amaso, gukora vuba ibikorwa bitandukanye byo kugaruza ibiciro, no gukomeza gutanga byinshi kandi byinshi mu nshingano zacu zidasanzwe z’ibisubizo birambye hamwe n’inyungu zikenewe na molekile.- ibicuruzwa bya agnostic.
[Amabwiriza ya Operator] Ikibazo cyacu cya mbere gituruka kuri Ben Nolan wa Stifel.Umurongo wawe urafunguye.
Huza vuba byombi hano.Noneho ubihindure.Icya mbere, igomba kwihuta.Mu cyiciro cya 3 Corpus Christi, iyo mibare nini kuruta mbere ukurikije ibikubiyemo?Birasa.Gusa mfite amatsiko niba hari ibindi byongeweho bishobora kugurishwa.Ariko, ikindi kibazo cyari gifite insanganyamatsiko kandi biragaragara ko cyari kimwe cya kane kitoroshye.Hariho ibintu utari witeze, kandi ntamuntu numwe wari witeze ko bigira ingaruka hano.Ariko nkurikije ikibazo cyawe 2022 [ikibazo cya tekiniki], ndagerageza kumenya ibiriho kugirango bayobore.Kandi - utekereza iki, yego - niba hari ikintu byanze bikunze kibaye, ntigenda nkuko byari byateganijwe, niba umwanya uhagije muri leta yawe wafashwe?
Nibyo, urakoze Ben.Reka rero ntange igisubizo cyambere mugice cya III cya Corpus Christi.Uyu mubare urarenze mbere.Ndashaka kandi kuvuga ko aribwo bwa mbere bibaye, byiyongera ku cyizere cyanjye ko abakora ibikorwa byose bireba imishinga itatu nasobanuye muri Big LNG banyuzwe ko turekura urwego rw'ibirimo dutegereje ku karubanda..Nibyiza rero.Hanyuma, kugirango usubize ikibazo cyawe muburyo butaziguye, haribimwe, burigihe muburyo iyi mishinga ikora, akazi gakomeje inyuma inyuma ya EPC, uyikoresha na Graph, hafi yimiterere, uko yaba imeze, ibice bihuye hamwe..
Hariho rero impinduka zijyanye nubunini zatugiriye akamaro kanini, kandi ibitekerezo byo kugarura no kugereranya biroroshye ukurikije ihinduka rya macro ibidukikije.Izi ebyiri rero nizo mbaraga zitera kwiyongera kwibirimo kuri uyu mushinga wihariye.Hanyuma, kubibazo 2022, hepfo yubuyobozi bwubatswe mubyumba bya wiggle urondora.Twizera ko kugurisha bigabanijwe neza umwaka wose.Kandi uracyakurura marge mugihembwe cya mbere ugatera imbere mugihembwe cya kabiri.Dufite gusobanukirwa neza izi nzira - gutinda turimo gutakaza.Twakoze icyumba gito cya wiggle kumpera yigice cyambere mubitekerezo byacu mugihe turangije intera twizeye.Na none, ntabwo dutanga ibyifuzo buri gihembwe, niba rero hari uwambajije kubyerekeye.
Ariko turabitekerezaho muri ubu buryo: iyo turebye ibisobanuro birambuye inyuma yacu mugice cya mbere cya 2022, igice kinini cyinyuma yacu ni ibicuruzwa bidasanzwe nibisubizo bya firigo.Mumwanya wabigenewe, tubona byinshi bihindagurika bijyanye nurwego ruhoraho.Hanyuma, nkuko Brinkman yabivuze, ibice bimwe nibice byihariye byacu byihuse mugutumiza no kohereza kandi bikomeza kugiciro / agaciro.Hanyuma, ku cyemezo cya firigo ya firigo, mugice cyinyuma mugice cya mbere, dufite kandi igice kinini muri EMEA, ahari uburyo bukomeye bwo kunyura iki giciro.Ibyo bintu byombi rero biduha igitekerezo cyiza cyigice cyambere.Ariko ndatekereza ko kugabana ari byinshi cyane no muri uyu mwaka kuruta muri 2021, hamwe n’imipaka igenda itera imbere kuva Q4 kugeza Q1, Q1 kugeza Q2 no munsi yurwo rwego.