Yasekwa ngo-1993 ngubhuti uTom noDavid Gardner, iMotley Fool inceda izigidi zabantu ukuba zifikelele kwinkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali oluyiprayimiyamu.
Yasekwa ngo-1993 ngubhuti uTom noDavid Gardner, iMotley Fool inceda izigidi zabantu ukuba zifikelele kwinkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali oluyiprayimiyamu.
Ufunda inqaku lasimahla elinezimvo ezinokwahluka kwinkonzo yotyalo-mali yeMotley Fool. Yiba lilungu leMotley Fool namhlanje kwaye ufumane ukufikelela ngoko nangoko kwiingcebiso zomhlalutyi ophezulu, uphando olunzulu, izixhobo zotyalo-mali nokunye.Funda ngakumbi
Molo kusasa kwaye wamkelekile kumnxeba wenkomfa yeChart Industries, Inc.. ngokweziphumo zekota yesithathu ka-2021. [Amanqaku kuBasebenzi] Isibhengezo senkampani kunye neengcaciso ezongezelelweyo zikhutshwe ngale ntsasa. Ukuba awufumananga ukukhutshwa kweendaba, ungafikelela kuyo ngokundwendwela iwebhusayithi yeTshati ethi www.chartindustries.com. Umnxeba kwakhona wanamhlanje uza kufumaneka emva komnxeba kude kube ngoLwesine, nge-28 kaOkthobha, 2021.
Ulwazi malunga ne-replay ifakiwe kwi-press release yenkampani. Phambi kokuba siqale, inkampani ingathanda ukukukhumbuza ukuba iingxelo zembali ezenziwe kolu bizo lwenkomfa ngokwenene ziziingxelo ezijonge phambili. Nceda ubhekiselele kulwazi malunga neengxelo ezijonge phambili kunye nezinto ezinobungozi eziqulethwe kwingxelo yengeniso yenkampani kunye nokufakwa kwamva nje kweKhomishini yoKhuseleko kunye noTshintsho. Inkampani ayibophelelekanga ekuhlaziyeni okanye ekuhlaziyeni naziphi na iinkcazo ezijonge phambili.
Enkosi Gigi. Molweni nonke, kwaye enkosi ngokusidibanisa nathi namhlanje kwimivuzo yethu ye-Q3 2021 kunye nokuhlaziya imbonakalo yethu ka-2022. Ondingeneleleyo namhlanje nguJoe Brinkman, igqala leChart Industrial Gases kwaye ngoku igosa lethu eliyintloko lezezimali, eliya kukunika iziphumo zekota kamva emnxebeni. Ingxoxo yanamhlanje iphindwe kabini kwaye iyafana nento oyivileyo kwezinye iinkampani, ndiqinisekile. Okokuqala, imiceli mngeni emikhulu yexesha elifutshane ebesijongene nayo kwikota yesithathu, ifuthe layo kwikota yethu, kunye namanyathelo esiwathathileyo nesisaqhubeka ukuwathabatha ukuze simelane noqhwithela nokuzisa ingeniso eyomeleleyo ngokwesakhiwo, njengoko besilindele. iminyaka engaphambili. Okwesibini, sibona umsebenzi oqhubekayo owomeleleyo kuluhlu olubanzi lwee-odolo kwaye zonke izalathisi zikhomba ukuqhubeka kwemfuno esisiseko yeemveliso zethu.
Ke, ukuqala ngesilayidi sesine sedesika eyongezelelweyo ekhutshwe namhlanje. Incwadi yethu yokuodola ye-350M yeedola kwi-Q3 2021 ibonisa ukukhula okuqhubekayo kwimfuno kulo lonke ishishini, ngaphezu kokulindela kwethu ekuqaleni kwekota sinikwe ukuba asizange silindele okanye sifumane ii-odolo ezinkulu zotywala kwi-Q3. kwikota, ulindelo lwethu Malunga $300 yezigidi. Iiodolo kule kota zazingama-33% ngaphezulu kwekota yesithathu ka-2020, okubangele ukuba incwadi yethu yoku-odola i-YTD i-53% iphakame ngaphezu kweenyanga ezilithoba zokuqala zika-2020. Ukongeza, ii-odolo zeemveliso ezikhethekileyo zanda ngaphezu kwe-100% kule kota xa kuthelekiswa nekota yesithathu ka-2020 kwaye ngaphezu kwe-150% yonyaka ukuya kutsho. I-Cryo Tank Solutions nayo yathumela ukukhula okumangalisayo ngeli xesha, ukunyuka kwe-35% kwikota kunye ne-53% kwiinyanga ezilithoba.
Iiodolo kwikota yesithathu zibe negalelo kwikota yethu yesine elandelelanayo yokurekhoda umva, ngoku ingaphezulu kwe-1.1 yeebhiliyoni zeedola, iqinisa ukuzithemba kwethu kumbono wethu wowama-2022 kwaye ngoku sibona amanqanaba aphezulu omsebenzi wocwangco kwikota ezinzileyo. Isalatha kwicala lasekhohlo lesilayidi sesine, oku kubonisa into esiyigqala njengesiqhelo esitsha semigangatho yekota esiyilindeleyo. Phambi kwe-COVID naphambi kwexesha lamandla acocekileyo, okanye phakathi kuka-2016 kunye no-2019, umyinge we-238 yezigidi zeerandi ukusilela ngekota ngoku ngokuqhubekayo udlula iidola ezingama-300 ezigidi ngekota. Kukho ezinye izinto ezimbalwa ekufuneka sizijonge kwi-odolo yethu yokusingatha le kota. Sibeke iiodolo ezingama-60 ezixabisa ngaphezulu kwesigidi esi-1 seedola kwikota yesithathu kunye ne-152 kulo nyaka. Ikota yesithathu yayiyikota yesibini ngokulandelelana kwethu kunye nee-odolo ze-60 ezixabisa ngaphezu kwe-1 yezigidi zeedola. Sikwafumene iiodolo ezintsha ezingama-20 kunye neeodolo ezingama-65 ezivela kubathengi abatsha.
Ukususela ekuqaleni konyaka ukuya kwikota yesithathu ka-2021, zonke ii-odolo zethu kwiindidi zeemveliso ezizodwa zigqithise amanqanaba omyalelo ahambelanayo kuwo wonke unyaka ka-2020. Ngamanye amazwi, kwiinyanga ezilithoba zokuqala zonyaka, inani lee-odolo zeemveliso ezikhethekileyo kuzo zonke ezi ndidi ligqithise inani leenyanga ezili-12 ezipheleleyo ze-2020. Ii-odolo zesiselo ziye zanyuka kwikota yesithathu ye-2020 kwikota yesithathu ye-2020. ngokubhukisha ngokukhawuleza kunye nokuhanjiswa, kunye nokunikwa amanqanaba eendleko zemathiriyeli. Ngenxa yoko, inxalenye yeshishini ayizange ifumane ukuhla kwenzuzo ngenxa yokunyuka kweendleko zezinto eziphathekayo. Siqala ukubona ukuchacha, nangona emva kwexesha kunokuba besilindele, kwiimarike zeoyile kunye negesi yemveli, kubandakanywa ukuphononongwa kwegesi yendalo kunye nokunyanzeliswa, kunye nabatshintshisi bobushushu obupholileyo bomoya abanomthamo ophezulu kwiinyanga ezimbini ze-2020-2021, uxolo. Ngo-Agasti noSeptemba, ikota yesithathu ka-2021 yayiyikota enemiyalelo emininzi ye-air-cooled exchange exchangers.
Omnye umzekelo apho iimveliso zethu zingadityaniswanga kwinqanaba le-molecular. Ngaloo ndlela, nje ukuba utshintsho lwamandla luqhubeka, siya kuzuza ekubuyiselweni kweoli. Ke ngoku makhe sijonge iinkcukacha zomthwalo weendleko kunye nokuba zeziphi iintshukumo ezithathiweyo ukuphelisa utsalo olulindelekileyo olulindelekileyo kwezi ndleko ziphezulu kunezilindelekileyo kwizilayidi 5 no-6. Nangona silindele ukuba ikota yesithathu ka-2021 ibe lelona nqanaba lisezantsi lempembelelo engalunganga kumda ngenxa yale miba yeendleko, njengoko eminye yale miba iye yasonjululwa - kwaye imilinganiselo ethotyiweyo iya kuthotywa ngokupheleleyo, eminye iya kuthotywa. silindele ukuba imida iphucule kwiikota ezilandelayo, kodwa sikwalungisa isikhokelo sethu kwikota elandelayo, kubandakanywa utshintsho kwixesha lokuthengisa kunye noxinzelelo lwamaxabiso. Siye satsho ngaphambili ukuba silindele ukuba i-Q3 2021 ibeke iliso ukuba iindleko zezinto eziphathekayo kunye nokufumaneka kuyaphucuka okanye kuhla kwaye kuphendule ngokukhawuleza. Izinto ziye zabambi ngakumbi kule kota.
Ngaphandle kokukhula olomeleleyo kwii-odolo kunye nokusilela, amalungiselelo kunye nemiba yabasebenzi kwisixokelelwano sobonelelo ibe nefuthe kwiziphumo zethu. Siphendule ngokukhawuleza ngee-markups, ukunyuka kwamaxabiso okongeziweyo kunye neendleko zokusebenza eziphantsi, kodwa akukho nanye yezenzo zethu ze-intra-quarter ezinempembelelo ngokukhawuleza kwimivuzo kwikota. Ngoku sixela kwangaphambili umsebenzi oqhubekayo kunye namaxesha okumakisha kunye nokusebenza okuqhelekileyo kunye nokusebenza kakuhle okukhokelela ekubuyeleni kwimida eqhelekileyo, inyathelo lokuqala lenyathelo liqala kwikota yesine kwaye liqhubeke kwikota yesibini ka-2022, equkwe kuqikelelo lwethu lonyaka wama-2022. Masibuyele umva siqonde iingxaki kunye nento esiyenzayo ngazo. I-Slide 5, umgca omnye ubonisa indlela iindleko zezinto eziphathekayo eziye zaqhubeka zikhula ngokukhawuleza kwikota yesithathu ye-2021, kunye ne-stainless, i-aluminium kunye ne-carbon steel nkcitho inyuka nge-12%, i-18% kunye ne-24% ngokulandelanayo ukususela ngoJuni 30 ukuya kuSeptemba 30. Ukususela ngo-1 kaJulayi, siye saqhuba ukunyuka kwexabiso elikhulu.
Asizange sibone utshintsho oluninzi kwi-Q3 xa sinikwa ixesha lethu kunye nokunyuka kweendleko zekota. Ukongeza, siqale ukongeza intlawulo eyongeziweyo kuzo zonke ii-odolo ezintsha eziqala phakathi kwikota yesithathu ka-2021 kwaye sanyusa amaxabiso kwakhona ngo-Okthobha 2021. Umsebenzi wethu wokuyila uvumela ukuba ubeke amaxabiso angoku ezinto eziphathekayo ngexesha lokuqinisekiswa kwesicelo. Ke ngoko, zonke ezi ngcaphuno zihlaziyiwe. Umqolo wesibini ubonisa ukuphazamiseka kwi-chain chain, ingaba yi-port congestion, abaqhubi, iilori, izitya, ukufumaneka kwezinto. Ngokucacileyo akukho nanye kwezi echaphazelekayo kwitshathi kwaye iqela lethu lisebenzela ukunciphisa ukuhluka kwexesha lokuthengisa ngenxa yokuphazamiseka kwekhonkco lokubonelela. Nangona kunjalo, oku kuvuselela ngakumbi umlo wethu wokhuseleko, nto leyo echaphazela ukuhamba kwemali simahla kwixesha elifutshane. Ukuthetha ngokufumaneka komqhubi kunye nelori, umqolo wesithathu ubonisa ingxaki ehlala ingathethi kakhulu, kodwa eyonakalisayo, engalindelekanga esiye sadibana nayo phakathi kwe-11 ka-Agasti kunye ne-7 ka-Oktobha.
Ababoneleli bethu berhasi yemizi-mveliso banyanzelise isiganeko sokunyanzeliswa kwe-nitrogen kunye ne-argon kubathengi begesi yemizi-mveliso, kubandakanywa nathi, ngenxa yokubuya kwemfuno ye-oxygen ngenxa ye-COVID-19, ngakumbi e-United States. Ngelixa sinelungelo lokusebenzisa enye yeelori zethu ze-cryogenic kwiinqwelo zethu eziqeshiweyo kunye nokuqesha umqhubi oqinisekisiweyo ukuba ahambise igesi yendalo ngothungelwano lwethu lokusasaza ukugcina imveliso yethu isebenza, oku kusilela ngokuqinisekileyo kunyuse iindleko zethu zokusebenza kunye nokungasebenzi kakuhle. Kwicala elilungileyo, lo mcimbi we-force majeure waphakanyiswa ngo-Oktobha 7th kwaye ukuhanjiswa ngoku kubuyela kwisiqhelo. Yiya kwisilayidi sesithandathu, umqolo wesine. Sijongene nokufumaneka kwabasebenzi kunye nemiba yeendleko, kuquka ifuthe le-COVID-19 kubasebenzi.
Sikholelwa ukuba sithathe amanyathelo aneleyo okuqinisekisa ukuba asizange sichaphazeleke kwiingxaki zabasebenzi kwikota yesine, ngaphandle kokunyuka ngokuthe ngqo kwimivuzo yeyure, engeyiyo yexeshana kwaye iphunyezwe kwikota yesithathu ekuphenduleni ukugcinwa kunye nokuqeshwa kwenani elikhulu labasebenzi bemveliso. ilungu leqela. Ngekota, siqeshe abantu abangama-372, kwaye abangaphezu kwama-98% basekunye nathi. Ngelixa siza kuqhubeka nokunyusa imivuzo, siphinde sasebenzisa inkuthazo yokubhalisa kwikota, echaphazele kakubi iindleko kodwa ayizange ibandakanywe kwimivuzo esisiseko. Umba wesibini wabasebenzi ophucuke kakhulu ngo-Okthobha kukuqhambuka okutsha kwe-COVID-19 kwiindawo zethu zokuvelisa zase-US. Ukusukela ngomhla woku-1 ukuya kumhla wama-30 kuSeptemba, umndilili we-3.7% yabasebenzi bemveliso kumaziko ethu abalulekileyo ase-US bebengekho kangangeveki ngenxa ye-COVID-19.
Sinabasebenzi abambalwa abathe ngqo kwezi venkile ukusukela ngoOkthobha. Oku kudale ukungasebenzi kakuhle okongeziweyo, utshintsho lweshedyuli, kunye neenguqu ezongezelelweyo njengoko umsebenzi wethu othe ngqo wawugubungela iindawo ezahlukeneyo zevenkile. Ngexesha lekota, izixhobo zethu ezimbini zokuvelisa zavalwa ngokufutshane ngenxa yeNkanyamba i-Ida, okubangele ukulahleka kweeyure zokusebenza. Ezi ziphumo zexeshana ezingenalo monakalo okanye isigxina okanye umphumo. Okokugqibela, silindele kwaye siceba ukuqhubeka nokunyanzelisa amanyathelo omthetho waseTshayina wamandla kwiiofisi zethu eTshayina. Apho kuyimfuneko, siye saqulunqa uluhlu lweendlela zokunciphisa. Kodwa ngeli xesha, unikezelo lwamandla evekini kwishishini lethu laseTshayina luya kuba luhlanu oluqhelekileyo, imida emibini okanye emine eqhelekileyo, imida emithathu, kwaye ukuba imeko yangoku ihlala ingatshintshi ngexesha lekota, siya kufikelela kumbindi wekota yethu yesine ngaphandle komda ongaphaya. Uqikelelo lwaseTshayina.
Thina - siye saphendula rhoqo kwiinguqu zeendleko zempahla kunye nolunye utshintsho lweendleko ngokunyuka kwamaxabiso kunye neentlawulo ezongezelelweyo. Ungabona kwisilayidi sesi-7 ukunyuka kweendleko zempahla kwisiqingatha esiphezulu sesilayidi. Ukususela ekuqaleni konyaka, iindidi zethu ezintathu eziphambili zezinto ezibonakalayo: insimbi engenasici, i-aluminium kunye ne-carbon steel ziye zanda nge-33%, 40% kunye ne-65% ngokulandelanayo. Kwiintsuku zokuqala ze-20 zika-Oktobha, sabona ixabiso lekhabhoni kunye nensimbi engenasici lizinzile, kodwa ngenxa yemeko ye-magnesium, amaxabiso e-aluminium aqhubeka nokunyuka kunye nokufumaneka kwehle. Sendiyithethile loo nto, phambi kokuba ndithethe ngamaxabiso afunekayo kunye neepremiyamu esizifaka kuzo, kunye nezizathu zomahluko phakathi kwezi ndlela, makhe ndithethe ngenqanaba lethu lokuthuthuzela ngesitokhwe sokhuseleko. Njengoko uyazi, ukususela ekuqaleni konyaka siye sandisa isitokhwe sokhuseleko apho kunengqiqo ukunyusa okwethutyana ibhalansi yesitokhwe ngaphezu kwesiqhelo, okuya kuchaphazela ukuhamba kwemali kwamahhala. Nangona kunjalo, esi sigqibo sobuchule sisivumele ukuba singaphoswa yinkonzo enye enkulu kubathengi bethu.
Umzekelo, singene kwiikhontrakthi ezithile zonyaka omnye kunye nemibini, sinikezela ngeendleko zokonga kwisiqingatha sokuqala sika-2022 xa kuthelekiswa namanqanaba angoku ngokusekwe kwixesha esifumene ngalo igalelo. Ngokubhekiselele kumaxabiso, asilindelanga ukuba iindleko zezinto eziphathekayo zinyuke, njengoko zenzile ukusuka ekupheleni kwekota yesibini ukuya ekupheleni kwekota yesithathu, ngokulandelanayo. Sathi sakubona oku, ukongeza kutshintsho lwamaxabiso oluphunyeziweyo ukususela ngomhla woku-1 kuJulayi kunye nokuphinda kucatshulwe kwakhona zonke izixhobo zokufowuna okuvulelekileyo kwiiprojekthi ngexesha lethenda, siye sazisa nentlawulo eyongezelelweyo ephakathi kwikota. Nangona olu tshintsho, akwanelanga ukuhambisana neendleko ezinyuka ngokukhawuleza. Ngoko ke, siye sasebenzisa enye ukunyuka kwexabiso kuyo yonke imiyalelo emitsha, eya kuba yesikhashana kwaye isigxina, kuxhomekeke kwimveliso. Sisebenze kwaye siyaqhubeka nokusebenza nabathengi bethu begesi yemizi-mveliso abanezivumelwano zexesha elide zokusinceda ukuba sisebenzise indlela yokubeka amaxabiso ezinto eziphathekayo rhoqo kwezi zivumelwano, ngenxa yokuba la maxesha okunyuka kwamaxabiso aqhubekile kwaye sisemva kohlengahlengiso lwekota ngexesha lokunyuka kwamaxabiso aphezulu. engasebenziyo.
Kubathengi bethu abaphumeleleyo koku kunye nokugcina ubudlelwane bethu bexesha elide, le ndlela iya kubuyela kwishedyuli yayo yesiqhelo, nokuba yikota okanye isiqingatha sonyaka, njengoko iimeko zoqoqosho olukhulu ziphucuka. Enkosi kakhulu kuye wonke umntu osebenza nathi ukuqinisekisa ukuba singakwazi ukuhambisa iimveliso zabo njengoko kufuneka, kodwa sikwenza oko ngaphandle kokuchaphazela kakubi ishishini lethu. Okwesibini, sibulela kwabo basebenza kulungiso olusemva lwangaphambili ukuze bahlawule ngokufanelekileyo iindleko ezongezelelweyo zokuthumela ngenqanawa kwezinye zeeodolo ezikhoyo kukusilela kwethu. Uya kuqaphela ukuba oku kukhula siye sakwenza ngeendlela ezimbini ezahlukeneyo. Yayingamabom. Okokuqala, emva kokuba imeko yeendleko iphuculwe kwaye ibuyele ngokuqhelekileyo, amanye amaxabiso ethu aya kuhlala kwinqanaba eliphezulu, eliya kuba linyathelo eliqhelekileyo lokuba silungelelanise amaxabiso rhoqo. Okwesibini sisibonelelo, sesokwexeshana, nangona okwangoku singenasiphelo. Ke siza kuba nokuqina kwexabiso, kodwa sinyaniseke kubathengi bethu kuba bazama ukulunga kuthi.
Phambi kokuba ndithethe ngembono yethu ka-2022, ndiza kunikezela ngomgangatho kuJoe ukuze akunike isishwankathelo semizamo yethu yokunciphisa iindleko kunye neziphumo zekota yesithathu.
Enkosi uJill Isilayidi sesibhozo sibonisa iindleko ezithile zezinto eziphilayo kunye nezenzo zokwandisa umthamo. Okubonayo kwesi silayidi kusebenzela iinjongo ezimbini: okokuqala, ukunciphisa iindleko zokusebenza, kwaye okwesibini, kukuqinisekisa ukuba sinomthamo ofanelekileyo kwiindawo ezifanelekileyo ukuhlangabezana nemihla yokugqibela yabathengi bethu. Kwicala lasekhohlo lephepha, unokubona i-subset yamanyathelo okunciphisa iindleko esiwathathileyo okanye aphunyezwe kwikota yesithathu. Oku ngokuqinisekileyo ayiloluhlu olupheleleyo. Sidibanise indawo yethu yokwenziwa kwezixhobo ezipholileyo zomoya iTulsa kwindawo yethu yokuvelisa eBeasley, eTexas, sisenza indawo yokuvelisa ebhetyebhetye kwiziko lethu leTulsa, elikumanqanaba ahlukeneyo okuqaliswa, ngokuxhomekeke kumgca wemveliso. Ukongezwa kwemigca yemveliso eguquguqukayo eTulsa isinika ukufikelela kubasebenzi abanezakhono kwaye ivumela ukuba sihambise ibhotile yemveliso kwezinye iindawo. Umzekelo, sigqibile ukufudusa i-ductwork kunye ne-vacuum insulated iindibano ukusuka eNew Bragg, eMinnesota, kwaye ingeniso enxulumene noko kulindeleke ukuba iqale kwikota yesine ka-2021.
Indawo efanayo yeBeasley iya kuhlala indawo yethu yokulungisa kunye nenkonzo e-Houston, kwaye kwiinyanga ezimbalwa ezizayo siya kudibanisa kunye nendawo yethu yokulungisa ezimeleyo e-Houston. Kwizilayidi unokubona amanye amanyathelo asebenzayo aphunyezwa e-US naseYurophu. Okokugqibela, siyaqhubeka nokucokisa ulwakhiwo lwethu lwe-SG&A ngokususa izikhundla ezithile ezithathwe kwikota. Okokugqibela, siyaqhubeka nokucokisa ulwakhiwo lwethu lwe-SG&A ngokususa izikhundla ezithile ezithathwe kwikota. Наконец, мы продолжаем совершенствовать нашу структуру SG&A, исключая конкретные позиции в этом квартале. Okokugqibela, siyaqhubeka nokucokisa ubume be-SG&A ngokususa izikhundla ezithile kule kota.最后，我們继续完善我們的SG&A 结构，并在本季度进行了特定的职位裁减.最后，我們继续完善我們的SG&A 结构，并在本季度进行了特定的职位裁减. Наконец, мы продолжили совершенствовать нашу структуру SG&A и в течение квартала сокращали определенные рабочие места. Ekugqibeleni, siye saqhubeka siphucula ubume be-SG&A kwaye sanciphisa imisebenzi ethile ngekota.Kwisilayidi sesithoba. I-Q3 2021 yokuthengisa yayiyi-328.3 yezigidi zeedola, ngaphezulu kwe-20% ukusuka kwi-Q3 2020, ngokukhula kwezinto eziphilayo ze-13.4%. Njengesikhumbuzo, intengiso yeVenture Global Calcasieu Pass kwikota yesithathu ka-2020 ibimalunga nezigidi ezingama-25.6 zeedola xa ithelekiswa nezigidi ezi-5 zeerandi kwikota yesibini ka-2021. Nangona kungekho ngeniso yeLNG enkulu enxulumene nekota yesithathu ka-2021. Ngo-2020 kwaye yonyuka nge-13.6% unyaka ukuya kuthi ga ngoku ngo-2021 xa kuthelekiswa nokuqala kuka-2020.
Ukuthengiswa kwikota yesithathu ka-2021 kubandakanye ukukhula kweerekhodi kwikota kwiimveliso ezizodwa kunye nezisombululo zetanki efrijini. Ukuthengiswa kwe-CTS kwakunyuke nge-14.7% ngokulandelelana kwe-QoQ 2021 kunye ne-10% YoY, ngelixa iimveliso ezikhethekileyo zinyuke nge-9.5% QoQ 2021 kunye ne-108% YoY. .8% xa kuthelekiswa nekota yesithathu ka-2020. Ukulungiswa okukhethekileyo, ulondolozo kunye neemveliso ezirentwayo zibalelwa kwi-49.7% yesambuku seentengiso zethu. Malunga ne-50% kwikota yesibini ngokulandelelana kunye ne-34.1% kuyo yonke i-2020. Ikota yethu yesithathu ye-2021 i-gross margin yachatshazelwa kakubi kwiindleko ezichazwe yi-Gill. Ingeniso yengeniso exeliweyo yayingama-22.8% entengiso, kubandakanywa iindleko ezingaphindi ziphindeke ezinxulumene neendleko zokusungulwa kweziko, ukudityaniswa, ukuhlengahlengiswa kunye nokudityaniswa kweziko. Ukulungelelaniswa kweendleko ezingaphindaphindekiyo, i-gross margin ehlengahlengisiweyo njengepesenti yentengiso yayingama-26.5%, ebonisa umthwalo wethu weendleko ngekota ngenxa yokunyuka okukhawulezileyo kwempahla, ikhonkco lokubonelela kunye neendleko zemathiriyeli.
Ukulungelelaniswa kwe-gross margin njengepesenti yokuthengisa iye yahlala ithe tyaba ukususela kwi-Q3 2020, ngaphandle kwe-LNG, kwaye iye yehla ngokuqhubekayo ukususela kwi-Q2 2021. Imiba yayinempembelelo engaphantsi kokulungelelaniswa kwe-gross margin njengepesenti yeemveliso ezikhethekileyo kunye nokuthengisa, ukulungiswa, iinkonzo kunye nerenti. Ukulungelelaniswa komda opheleleyo weemveliso ezizodwa njengepesenti yokuthengisa ibingaphezulu nje kwe-37%, ngokuhambelana nekota yesibini ka-2021, kwaye ibonisa umbono weshishini ngokubanzi. Ishishini leeMveliso eziKhethekileyo ngokuyintloko lixabiso elisekelwe kwizinto ezinexabiso lexeshana elifutshane, okanye iimveliso ezinexesha elikhawulezayo lokuodola ukuya kuthunyelo, ezibonisa iindleko zangoku ngakumbi kumaxabiso ethu angoku. Ukulungiswa, ukugcinwa kunye nokuhlengahlengiswa kwerenti yengeniso elungelelanisiweyo yayiyi-28.7% yeentengiso, kuquka neendleko zokuhlengahlengisa ezinxulumene nesigqibo sethu sokuhlanganisa indawo yethu yokulungisa e-Houston, eTexas. I-RSL-ehlengahlengisiweyo ye-gross margin inyuke ngamanqaku asisiseko angama-510 ngokulandelelanayo kwikota yesibini ka-2021, kuquka nokuthunyelwa komda ophantsi osuka e-China.
Eyona nto inzima kwigross kunye nohlengahlengiso lwemida yegross ziinkqubo zokudlulisa ubushushu. Ixesha lokuqatshelwa kwengeniso esekelwe kwiprojekthi, kuthathelwa ingqalelo umxholo wecandelo eliphezulu, ixesha elilahlekileyo lokuvelisa, kunye nemida ephezulu. Ukulandelelana kwekota yesibini ka-2021 ukuya kwikota yesithathu ukunyuka kwe-SG&A kuqhutywa zizongezo ze-LA Turbine kunye ne-AdEdge. Ukulandelelana kwekota yesibini ka-2021 ukuya kwikota yesithathu ukunyuka kwe-SG&A kuqhutywa zizongezo ze-LA Turbine kunye ne-AdEdge.Ukunyuka okulandelelanayo kwiindleko eziqhelekileyo kunye nezolawulo ukusuka kwi-Q2 2021 ukuya kwi-Q3 iqhutywa ngokongezwa kwe-LA Turbine kunye ne-AdEdge. 2021 年第二季度到第三季度SG&A的连续增长是由LA Turbine kunye neAdEdge的增加推动的. 2021 年第二季度到第三季度SG&A 的连续增长是由LA Turbine Последовательный рост SG&A со 2-го по 3-й квартал 2021 года был обусловлен добавлением LA Turbine kunye neAdEdge. Ukukhula okungaguquguqukiyo kwe-SG&A ukusuka kwi-Q2 ukuya kwi-Q3 2021 kwaqhutywa kukongezwa kwe-LA Turbine kunye ne-AdEdge.Kamva, uGill uya kuxubusha ixesha lokubuyiselwa kweendleko kunye nempembelelo enkulu yeprojekthi kwinzuzo kwiikota ezizayo. Isilayidi se-10 sibonisa i-EPS yethu yekota yesithathu kunye nonyaka ukuya kumhla uhlengahlengiso lwe-EPS ye-0.55 kunye ne-2.09 yeedola, ngokulandelelanayo, kubandakanywa nawuphi na umsebenzi wokuhlaziywa kwamanqaku ukuya kwimarike esityala kuyo, eneempembelelo ezilungileyo kwikota yesithathu. Ikota nasekuqaleni konyaka. Uhlengahlengiso lwe-EPS olunxulumene neendleko ezithile zexesha elinye lubandakanya uhlengahlengiso, intlawulo yokuyeka umsebenzi, iziqalisi kunye nemigca yemveliso, kunye nezinye iindleko zexesha elinye. Ngenxa yokuba abaphathi bethu bacinga ukuba baya kuqhubeka, kunye nexesha lokunciphisa okulindelekileyo kwizenzo zesakhiwo ova ngazo, asiyibandakanyi imiba oyivayo namhlanje ukongeza kwimveliso engalunganga okanye iimpembelelo ezifanelekileyo. Ngomzamo wokuba ube novelwano olungakumbi lwexesha kumanqaku alungiselelwe kunye ne-Q & A, sifake iinkcukacha zecandelo elithile kunye ne-First of a Kind, ulwazi olutsha lwabathengi kwi-appendix. Ngomzamo wokuba ube novelwano olungakumbi lwexesha kumanqaku alungiselelwe kunye ne-Q & A, sifake iinkcukacha zecandelo elithile kunye ne-First of a Kind, ulwazi olutsha lwabathengi kwi-appendix. Ukuba nobuntununtunu ngakumbi kumanqaku alungisiweyo kunye ne-Q&A, sifake iinkcukacha zecandelo elithile kunye nolwazi lokuqala lomthengi omtsha kwi-app. Ukuze sibe nexesha elingakumbi kwizimvo ezilungisiweyo kunye ne-Q&A, sifake iinkcukacha zamacandelo athile kwaye, okokuqala ngqa kwi-app, ulwazi olutsha lwabathengi.
Ukongeza, sihlala sifumana imibuzo malunga ne-10-Q yemihla yokugqibela yesicelo. Siceba ukuyazisa kamva namhlanje.
Isilayidi se-10 asithethi ukuba siya kubonelela ngezikhokelo zekota kwixesha elizayo, kodwa sifuna ukubonelela ngolwazi oluthe ngqo ngakumbi kwikota elandelayo. Kumxholo wembono yethu yekota yesine, iqela lethu libandakanye ezinye iimeko ezinokuthi zenzeke kwikota yesine yokuthengisa kunye noqikelelo lwengeniso, kunye nendlela esihlala sihamba ngayo malunga nokuthatha ikhonkco lokubonelela, ukuhanjiswa kunye nemiba yomthwalo isenokunganyuki. Kwisilayidi se-10 unokubona utshintsho ukusuka kwingqikelelo yethu yangaphambili yokuthengisa yangaphakathi ukuya kwisiphelo esisezantsi soluhlu lwethu lwangaphambili lwe-Q3 kunye ne-Q4 njengoko kubonisiwe kumqolo wokuqala. Iindawo ezinkulu ezihambayo ukusuka kumqolo wesibini ukuya kowesithoba aziphelelanga ngokupheleleyo, kodwa zibandakanya ezona ntshukumo zininzi, kubandakanywa imihla ebekiweyo kunye nokusilela kweeprojekthi zenkqubo yokuhambisa ubushushu kunye nezaziso zokuqhubeka.
Olu hlaziyo luzisa uluhlu lwethu lokuthengisa oluhlaziyiweyo lwe-Q4 2021 ukuya kwi-370M kunye ne-Q4 ukuya kwi-370M yeedola ukuya kwi-390M. Njengoko sele kukhankanyiwe, oku kungenxa yokuhlehliswa kwemihla yengeniso eqikelelweyo kwi-2022, kwaye akukho nanye kuzo ilahleko yengeniso. Uqikelelo lwethu olutsha luthatha ukuba ukuthengiswa kwe-2021 kuya kunyuka ngo-11-13% xa kuthelekiswa no-2020. Isilayidi 11 sibonisa imbono yethu yangoku ye-2021, ethatha ingqalelo imingeni ye-macroeconomic evezwe ngaphambili, kunye nezenzo kunye namaxesha okukhawulelana nale mingeni ngokusekelwe kulwazi lwangoku. Silindele ukuba umjikelo opheleleyo unyuke njengepesenti yentengiso kwicandelo ngalinye, ngaphandle kwezisombululo zetanki ezifakwe efrijini, kwikota yesine ka-2021, kunye nekota yesithathu ebonisa ukurhoxa kunye nokurhoxa kwemida kwikota yesine ngenxa yeshedyuli yamaxabiso. Umyinge wesambuku njengepesenti yokukhula kwentengiso kumacandelo e-RSL kunye neeMveliso eziZodwa kulindeleke ukuba iqhutywe ngumxube wemveliso osemva kunye nexesha lokunyuka kwamaxabiso, ngelixa ukonyuka okuncinci okulindelweyo kwimida ye-HTS kungenxa yorhwebo olukhulu olujolise kwimida ephezulu. iziphumo zentengiso.
Ingeniso ehambelanayo engadiluyiyo ngesabelo ngasinye sonyaka opheleleyo ka-2021 kulindeleke ukuba ibe malunga ne-$2.75 ukuya kwi-3.10 yeedola malunga ne-35.5 yezigidi ezilinganiselweyo zezabelo eziseleyo, kuthathwe umlinganiselo werhafu osebenzayo we-19.5%, xa kuthelekiswa noqikelelo lwethu lwangaphambili lwe-18%. Silindele ukuba ikota yesithathu ka-2021 ibe neyona mpembelelo incinci ingalunganga kwimida, ilandelwa luphuculo olungaguqukiyo kwiikota ezilandelayo, ngakumbi njengoko izikhundla ezithile ezibonakalayo zomda ziyakuqaphela ingeniso ebalulekileyo. Amaxabiso kunye nezibonelelo ziqala ukubonakala kwiingeniso kwaye zihlala zizixa eziphezulu ukunceda ukufunxa abasebenzi. Nangona kunjalo, njengoko sele kukhankanyiwe, ngamaxesha okungaqiniseki, sifuna imilinganiselo ethile enokwenzeka. Ukuqhubela phambili kwisilayidi se-13, uqikelelo lwethu lonyaka luka-2022. Lilonke, sizazi kakuhle iiprojekthi ezithile kwaye silindele ukuba imfuno ebanzi esiyibonileyo kulo nyaka iqhubeke, inegalelo kwimpembelelo yokusilela kweerekhodi kunye nokunyuka kwamaxabiso ngo-2022.
Sinyuse uqikelelo lwethu lwentengiso kuyo yonke i-2022 ukuya kuluhlu lwe-1.7 yeebhiliyoni zeedola ukuya kwi-1.85 yeebhiliyoni zeedola. Ngelixa sinethemba elikhulu malunga nolu qikelelo luhlaziyiweyo, ngaphandle kwazo naziphi na iiprojekthi ezongezelelweyo okanye ezintsha ezinkulu ze-LNG, silindele iiprojekthi ezintathu ezinkulu ze-LNG kwi-US Gulf Coast esele ifumene imvume ye-FERC ukuba yenze isigqibo sokugqibela sotyalo-mali ngo-2022. Silindele ukuba ezimbini kuzo zivele kwincwadi yethu yoku-odola kwisiqingatha sokuqala sonyaka. Kamva, ndiza kuthetha ngezi zixa zeedola ezinokubakho kwiprojekthi nganye ye-LNG enkulu kwaye kutheni ukholo lwethu lukhulile. Nangona kunjalo, ukukunika inkcazo ekhawulezayo yokukhula kwentengiso kwi-2022 kwisilayidi se-13, umqolo wokuqala ubonisa ukusilela kwee-odolo esiceba ukuyithumela ngoku ngo-2022. Kukho ukusilela kude kube ngu-2023 kunye nethuba lokukhululwa kwi-2022, kodwa oku akubandakanywa apha. Ngokunikwa la manqanaba oqikelelo, umgca wesibini nowesithathu ubonisa iincwadi eziqhelekileyo kunye neenqanawa ekulindeleke ukuba zithunyelwe ngo-2022.
Umgca we-4-6 ziiprojekthi ezithile ezincinci ze-LNG ebesilindele ukuba zibhukishwe kodwa kulindeleke ukuba zigqitywe kwiinyanga ezintandathu ezizayo ngenxa yotshintsho lwexesha kunye nempembelelo ehambelanayo yengeniso elindelekileyo ngo-2022. Umqolo wesi-7 ubonisa ingeniso enokubakho ngo-2022 ngokusekelwe kwiiprojekthi ezongezelelweyo zokusela utywala ezibhukishwe ekuqaleni konyaka. Okokugqibela, umgca wesibhozo yimpembelelo elindelekileyo yonyaka ogcweleyo yokufunyanwa kwe-AdEdge kunye ne-LA Turbine. Ingeniso engqinelanayo engalungiswanga elungelelanisiweyo ngesabelo ngasinye kulindeleke ukuba ibe phakathi kwe-$5.25 kunye ne-$6.50 kwizabelo ezinobunzima obumalunga ne-35.5 yezigidi ezingekahlawulwa, ngokuxhomekeke kumyinge werhafu osebenzayo we-19%. Kwakhona, ngaphandle kwayo nayiphi na i-LNG enkulu. Ngenxa yokubonakala kwethu ngoku, silindele ukubona ukukhula okuthe kratya kwekota nangonyaka ngokulandelelana kwentengiso xa kuthelekiswa nesiqingatha sesibini sonyaka. Le ngcinga ibandakanya ukuba silindele ukuba isiqingatha sokuqala sika-2022 siquke ukuxhathisa okuqhubekayo kwimingeni esijongene nayo ngoku kunye nokulungiswa ngokuthe ngcembe ngezenzo ezilungileyo ezithathiweyo ukuza kuthi ga ngoku.
Ngoku makhe sibuyele umva kwaye sithethe malunga nemfuno eqhubekayo ebanzi. Ke imbali yezi zixeko zibini yinxalenye yesibini yento eyenzekayo kushishino. Le mfuno ibanzi iqhubekayo ixhasa iinkolelo zethu kwisicwangciso sethu nakwikamva lethu. Sihluke kwiinkqubo zethu ze-molecular-neutral kunye nezixhobo, kwaye sikholelwa ukuba utshintsho lwamandla luya kuba sisisombululo esixubileyo, sonke esiya kuxhamla kuyo nayiphi na into yokubuyisela okanye ukubuyiswa kweendawo eziqhelekileyo zeoli kunye negesi. Ngoko ke, kwisilayidi se-15, sibonise imisila emithathu esicinga ukuba iya kubumba indlela yokuziphatha kule minyaka ilishumi izayo, kunye nendlela eqhelekileyo yecandelo likarhulumente nelabucala ukusebenza kwiinketho ezizinzileyo. I-IEA kunye ne-Roadmap yayo yokuya kuZiro eziKhuswayo zibonisa ukuba izibophelelo zemozulu zanamhlanje ziza kunciphisa ukukhutshwa kwezinto ezikhutshwayo ngama-20% kuphela ngowama-2030, nto leyo efunekayo ukubeka ihlabathi kumda we-net-zero ngo-2050.
Enye indlela yokucinga ngayo kukuba ukuba asiqali ngoku, ihlabathi alinakufane lisibambe ukuze sifikelele ezi njongo, nokuba wenza konke okusemandleni akho emva kweminyaka elishumi. Ukongeza, amazwe angama-90 abhengeze iithagethi zero, ezimele i-78% ye-GDP yehlabathi. Ngoku i-82% ye-GDP yehlabathi iqhutywa yi-CO2 kwaye amazwe angama-32 anezicwangciso ze-hydrogen ezixhaswa ngurhulumente. Xa kuthelekiswa nonyaka ophelileyo, ukukhula kwala manani kubaluleke kakhulu, nto leyo ebonisa ukuba imbono yehlabathi ibheka kuphuhliso oluzinzileyo. Njengoko isikali kunye neziseko ezingundoqo zamandla ahlaziyekayo zikhula, sikwagxininisa ngakumbi kwipragmatism, ngelixa siqinisekisa ukuzinza kunye nokungaguquki kwamandla. Irhasi yendalo inendima ebalulekileyo koku. Umqolo wesithathu wesilayidi se-16 ubalulekile. Oku kwanelisa imfuno engxamisekileyo yamandla ngaphandle kokuphazamiseka okanye ukuphazamiseka, kwaye kwezinye iimeko, okokuqala, ukubonelela ngombane kubemi kunye nemimandla efana noMzantsi Afrika neIndiya. Isidingo samandla azinzileyo, adityaniswe nomnqweno wokucoceka kunye nezisombululo ezihambelana nokusingqongileyo, ziya kusinceda.
Ke ngoko qhubela phambili kwisilayidi se-16 kwizinto ezingezizo ezendalo ebesizenza kwiinyanga ezili-12 ezidlulileyo kunye nendlela ezisibeka kakuhle ngayo ngoluhlu lwethu olupheleleyo lwenkqubo ecocekileyo kunye nezixhobo ezinxulumeneyo. Andiyi kuchitha ixesha elininzi kwesi silayidi ngaphandle kokuthi amakhonkco ethu phakathi kokucoca, umbane ococekileyo, amanzi acocekileyo, ukutya okucocekileyo kunye noshishino olucocekileyo lusekwe kakuhle kwaye aludingi msebenzi ungaphaya. Abathengi bethu banokukhetha kuluhlu lwethu olubanzi lweenkqubo kunye nezixhobo, kwakhona kungakhathaliseki ukuba yi-molecule okanye iteknoloji. Ngaloo ndlela, banokukhetha isisombululo esipheleleyo okanye icandelo kwiimveliso zethu. Ngoku simi kwindawo efanelekileyo kolu tshintsho enkosi kuhlumo olungelolwandalo lwalo nyaka uphelileyo olugqityiweyo ngoqingqo-maxabiso esikholelwa ukuba lufanelekile. Ukuba nesisombululo ukuya esiphelweni kuyaqalisa ukunceda, kwaye silindele ukuba iqhubeke nokukhulisa ishishini lethu lemveliso yesiko lomda ophezulu. Ukongeza, imisebenzi yokudibanisa kwishishini lethu elingeyondalo ikwishedyuli kwaye silindele ukuba iindleko zentengiselwano kunye nokudityaniswa kwehle ngo-2022.
Izinto ezithengwe esizenzileyo kulo nyaka uphelileyo ziboniswe kwisilayidi se-17. Banegalelo elikhulu kukusilela kwethu kwaye bazakuqala ukutyhutyha i-P&L ngendlela enentsingiselo ngo-2022. Izinto ezine ezifunyenweyo ezigqitywe phakathi kuka-Okthobha ka-2020 noJuni ka-2021, zinexabiso lilonke lokuthenga nge-odolo ye-115 yezigidi zeedola kunye ne-115 yezigidi zeedola. imihla evaliweyo. Izinto ezithengwe esizenzileyo kulo nyaka uphelileyo ziboniswe kwisilayidi se-17. Banegalelo elikhulu kukusilela kwethu kwaye bazakuqala ukutyhutyha i-P&L ngendlela enentsingiselo ngo-2022. Izinto ezine ezifunyenweyo ezigqitywe phakathi kuka-Okthobha ka-2020 noJuni ka-2021, zinexabiso lilonke lokuthenga nge-odolo ye-115 yezigidi zeedola kunye ne-115 yezigidi zeedola. imihla evaliweyo.Izinto ezithengwe esizenzileyo kulo nyaka uphelileyo ziboniswe kwisilayidi se-17. Benza igalelo elibalulekileyo kwincwadi yethu yeeodolo kwaye bazakuqala ukubonwa ngenzuzo okanye ilahleko ngendlela enentsingiselo ngo-2022. Ezi zifunyenweyo ezine zigqitywe phakathi kuka-Okthobha 2020 noJuni 2021 zinexabiso elidityanisiweyo lokuthenga le-105 yezigidi zeedola kwii-odolo ze-17 yezigidi kwaye bafumene izivumelwano zabo ze-15 yezigidi.Izinto ezifunyenweyo esizigqibileyo kulo nyaka uphelileyo ziboniswe kwisilayidi se-17. Ziyandisa kakhulu incwadi yethu yeodolo kwaye ziya kuqalisa ukuhamba kakhulu kwingeniso nakwilahleko ngo-2022. Ukufumana okune kugqitywe phakathi kuka-Okthobha 2020 noJuni 2021 ngexabiso lilonke lokuthenga iinkampani ezine ze-105 yezigidi zeedola, kunye ne-175 yezigidi zeedola eziye zavala. Kwakhona, kwikona esezantsi ekhohlo kwisilayidi, unokubona ezinye iintsebenziswano zezi ndibaniselwano. Ndingathanda ukuphawula ukuba indibaniselwano yeBlueInGreen, iAdEdge kunye neChart eneChartWater ifumene inkxaso eninzi kwangethuba kwaye njengoko benditshilo ngaphambili, eli lelona candelo lethu lokukhula lingaxatyiswanga kwiminyaka yakutshanje kwaye unyango lwamanzi luphambili. Umzekelo, i-AdEdge ithumele iodolo yayo ephezulu inyanga ka-2021 ngoSeptemba, inyanga yethu yokuqala yobunini. Ukusukela ekufumaneni kwethu iBlueInGreen ngoNovemba ophelileyo, iminikelo ye-As-a-Service yokucoca amanzi kunye nezicelo zoshishino zikhule nge-62%.
Isilayidi se-18 sibonisa umsebenzi wethu we-hydrogen, oye waqhubeka ukugqithisa ukulindela kwethu amanani oodolo angaguqukiyo nangaphandle kwee-odolo zezixhobo zotywala ngexesha lekota. Kulo nyaka, sifumene malunga nama-200 ezigidi zeedola kwii-odolo ezinxulumene ne-hydrogen kwiinyanga ezilithoba. Sirekhode intengiso ye-hydrogen, ingeniso epheleleyo kunye nengeniso yokusebenza kwikota yesithathu, kunye nokwaziswa kwetanki yethu yolwelo ekwibhodi yorhwebo kunye nokuqaliswa kwe-1000 bar psi liquid hydrogen pump yethu. intshi kule kota isinike ukuzithemba kwaye inokusivumela ukuba sonyuse imarike yethu ye-hydrogen ekujoliswe kuyo kwixesha elifutshane kwiinyanga / kwiikota ezizayo. Olu lwazi luncinci kodwa lubalulekile njengoko lubonisa izinga lokubambelela xa kuthelekiswa neenyanga ezili-12 ezidlulileyo. Enye yeebhulethi kwisilayidi ngoku inikezelwe ngenxa yokuba ngoku sinendlela eyodwa yokusebenzisa i-hydrogen ukuze sizuze kwaye singathembeli ngokupheleleyo kwi-hydrogen kuba i-hydrogen yiyo kuphela ephumeleleyo ekutshintsheni kwamandla.
Oku kuphinda kuqinisekiswe ngumnikelo wethu wangoku weziphakamiso ezinokuthi zenziwe ngokuyilwa kwezityalo ze-hydrogen ezixabisa malunga ne-1 yeebhiliyoni zeedola kubathengi abangaphezu kwe-325 kunye nabathengi abanakho, kunye nesigqibo esilindelekileyo sokwenza imibhobho exabisa ngaphezu kwe-500 yezigidi zeedola ngaphambi kokuphela kwekota yesithathu ye-2022. . Lo mbhobho ubandakanya iminikelo yeetreyila ezingaphezulu kwe-115, malunga nezikhululo zokuzalisa ezingama-30 kunye nenani leenketho zokuntywila kubathengi kwihlabathi liphela kubandakanya iYurophu, uMntla Merika, uMzantsi Korea kunye neOstreliya, kubandakanywa ezintandathu esilindele ukuba zifumaneke kwiinyanga ezintandathu ezizayo. Kwikota yesithathu ka-2021, siphinde sabeka i-odolo ye-9.7 yezigidi zeedola kwiitanki zokugcina i-hydrogen engamanzi e-China. I-USA, kwaye saqala ikota yesine ngomyalelo wokuphuhliswa kwezixhobo ze-30 t / d ze-hydrogen liquefaction e-USA kunye nomyalelo weprojekthi eyimfihlo eMzantsi Korea. ukuba kwiinyanga ezimbalwa ezidlulileyo, ukuhanjiswa kwethu kwendawo yemisebenzi yokuthengwa kwe-hydrogen kuye kwanda kakhulu, okungeloncedo kuphela kuphuhliso lweshishini lethu. Kwakhona isalathisi esihle sokwamkelwa kwe-hydrogen yehlabathi jikelele.
Ngokubhekiselele kwii-trailer ze-hydrogen, sinee-odolo ezingaphezulu kwe-60 kwiinyanga ezili-12 ezidlulileyo kwaye sithumele i-7 ngoSeptemba, umzekelo wokwandiswa kwamandla ethu kwinqanaba le-trailers ye-52 ngonyaka, kwaye siya kuqhubeka sisebenza nzima. ngo-2022. Ukuphinda kabini esi sikhundla ngonyaka. Bayanda abathengi bethu bajonge kwi-hydrogen engamanzi njengesisombululo sokuthutha imithwalo enzima, ukusuka kwiilori ukuya koololiwe kunye neenqwelomoya. Omnye umzekelo yi-STOKE Space Technologies, sithenge i-hydrogen yabo ngekota. Omnye umzekelo lubambiswano lwethu kunye ne-Hyzon Motors ukuphuhlisa i-1,000 yeemayile zodidi lwesi-8 ilori yomsebenzi onzima kusetyenziswa iitanki ezingamanzi e-hydrogen ezisanda kwaziswa. Isilayidi se-19 sibonisa umsebenzi wokubamba i-carbon kwikota yesithathu, endicinga ukuba iyona nto ibangela ukunyuka okulindelekileyo kwi-CCUS yomsebenzi wezorhwebo kwixesha elizayo. Ndathi kunyaka odlulileyo ndacinga ukuba i-carbon capture yayimalunga nonyaka emva kwe-hydrogen ngokubhekiselele kumsebenzi wezorhwebo, kodwa ngenxa yeenguqu ezahlukeneyo kwiimarike, kwavela ukuba i-carbon capture yayiyi-18 inyanga emva kwe-hydrogen.
Kodwa iziganeko zale kota, kuquka intsebenziswano yethu kunye ne-TECO 2030, i-Ionada kunye ne-FLSmidth, ziye zachaphazela iimarike eziphambili apho ukubanjwa kwekhabhoni kuya kuba yinxalenye ebalulekileyo yemigudu yayo yokuchithwa kwekhabhoni, kuquka ukuthunyelwa, i-samente, i-industrial kunye namandla. Kutshanje sifumene isibonelelo sezigidi ezi-5 zeedola kwiSebe lezaMandla lase-SES kwitekhnoloji ye-SES yobushushu obuphantsi bokubanjwa kwekhabhoni ukuyila, ukwakha, ukugunyazisa kunye nokusebenza inkqubo yethu kwiNkampani yeSimenti ye-Central Plains, i-subsidiary epheleleyo ye-Eagle Materials, kunye nesityalo sabo sesamente eMissouri. Le projekthi iza kwandisa inkqubo yethu ye-CCC ukuya kumthamo weetoni ezingama-30 ngosuku kwaye ikwabonisa ukuba le nkqubo ibamba ngaphezulu kwe-95% yeCO2 ukusuka kumjelo werhasi yomkhuhlane ozayo kwaye ivelise ulwelo lwe-CO2 umlambo ngococeko olungaphezu kwama-95%. Silindele ukuba ubunyulu ngokwenene bube ngaphezulu kwe-99%. Okunye okubalulekileyo ngekota yayikukuba sifumene umyalelo wobugcisa weemveliso zethu zokubanjwa kwekhabhoni evela kwinkampani ethengisa ngokuphandle yemizi-mveliso evelisa imathiriyeli yoshishino lolwakhiwo olunzima, kunye nomyalelo wobugcisa we-CCUS kunye ne-KAUST kuMbindi Mpuma.
Iiodolo ezimbini zobunjineli kulindeleke ukuba zitshintshwe zibe zii-odolo ezipheleleyo zeprojekthi yeCCS kwiinyanga ezili-12 ezizayo. Ekugqibeleni, iteknoloji yethu ye-SES yokubamba i-carbon carbon yaqatshelwa njengeyona nto ikhuphisanayo nesisombululo sokubamba i-carbon ngu-MIT kunye nabaphandi be-ExxonMobil kwaye bafumanisa iindleko zokuvelisa i-samente kunye ne-CO2 yokubamba usebenzisa iteknoloji yethu ye-CCC ibe yi-24% ephezulu kunokuvelisa i-samente ngaphandle kokubamba i-CO2 kunye nezinye iitekhnoloji zokubamba i-carbon. . iindleko zemveliso yesamente kunye ne-CO2 yokubamba i-38-134% ephezulu kunemveliso yesamente ngaphandle kokubamba i-CO2. Ngaloo ndlela, isiphelo sokugqibela sale ngxoxo kukuba ngaphandle kokubanjwa kwekhabhoni kunye nokugcinwa, iithagethi zokunciphisa i-carbon ngo-2030 azikwazi ukuhlangabezana. Ke hlala ubukele ukukhula ngakumbi kule marike.Isihloko esibalulekileyo, sixubushe ngokufutshane kwi-Q2 P & L call, kodwa ndiya kuchitha ixesha elingakumbi kwiinkcukacha ze-LNG ngenxa yethemba esinalo kwiiveki ezimbalwa ezidlulileyo malunga nesibhengezo esikhulu se-LNG esizayo.Kwakhona, njengoko unokubona kwisilayidi sama-20, ipotfoliyo yethu yorhwebo yeeprojekthi ezinokubakho ze-LNG nazo ziyakhula.
Njengesikhumbuzo, sahlulahlula ishishini le-LNG libe ngamacandelo amathathu. Okokuqala, ziziseko ezingundoqo, kubandakanywa iilori, izikhululo zegesi, ezothutho, izikhongozeli ze-ISO, umzila kaloliwe we-LNG. Eyesibini ziiprojekthi ezincinci kunye nezoluntu. Eyesithathu yi-LNG enkulu, esingabandakanyiyo kwiingqikelelo zethu okanye uqikelelo, kodwa sinemiyalelo enokubakho malunga ne-1 yeebhiliyoni zeedola kunyaka ozayo njengoko izigqibo zokugqibela zotyalo-mali zisenziwa kwezi projekthi. Ngenxa yoko, i-LNG ibekwe kakuhle kwimarike ukuba isuke kwiikontraka zonikezelo zexesha elifutshane ukuya kukhawulezisa izivumelwano zonikezelo zexesha elide njengoko ibhalansi yonikezelo kunye nemfuno iyaqina. Ngokukodwa, sibona oku kwiiprojekthi zee-terminal terminals kunxweme lwe-US Gulf yaseMexico. Silindele iitheminali ezintathu ezinkulu zokuthumela ngaphandle kwe-LNG kwi-US Gulf Coast ukujoyina i-FID ngo-2022. Njengoko benditshilo, ezimbini kwezi projekthi zintathu kulindeleke ukuba zifumane ii-odolo zethu kwisiqingatha sokuqala salo nyaka. Akukho nanye kwezi projekthi esele zibhukishwe ngoku kwaye akukho nanye kuzo ebandakanyiweyo kuqikelelo lwethu luka-2022. Ngononophelo silindele i-Venture Global Plaquemines iSigaba soku-1 (10Mtpa) ukuba sitshintshele kwi-FID kwisiqingatha sokuqala sonyaka, kwaye siqaphele into endiyithethileyo ngononophelo.
Sikwalindele ukuba iprojekthi iqulathe ngaphezulu kwe-135 yezigidi zeedola kumxholo wegraphic. Kwikota yesithathu, i-VG kunye ne-Polish Oil and Gas Co yangena kwisivumelwano apho i-PGNiG iya kuthenga i-2 yezigidi zeetoni ezongezelelweyo kwi-Venture Global kwiminyaka eyi-20. Ngomthamo wemveliso yonyaka we-11 yezigidi zeetoni, silindele isigaba sokuqala seprojekthi yeTellurian Driftwood ukuba ibandakanye ngaphezulu kwe-350 yezigidi zeedola kwitshathi. Basayine isivumelwano sokuthengisa kunye nokuthenga kunye noShell kwikota yesithathu, okubangele ukugqitywa kokuthengiswa kwe-LNG kwizityalo ezimbini zokuqala, kwaye bazimisele ukuqala ukwakhiwa ekuqaleni kwe-2022. Silindele ukuba iprojekthi ye-Cheniere Corpus Christi Phase III ibandakanye ngaphezu kwe-375 yezigidi zeedola kwiishedyuli ezichazwe kwiveki ephelileyo kwaye i-ENN LNG ivumile ukuthenga malunga ne-900,000 yeetoni ze-LNG ngonyaka. Oku kuphawula elinye inyathelo elibalulekileyo kwikhontrakthi yethu yexesha elide kumthamo wethu we-LNG ngokulindela iSigaba sesi-3 se-FID kwiCorpus Christi kunyaka ozayo, utshilo uSchenier. Uhlobo lwesibini lwe-LNG lukwinqanaba elincinci.
Sine-LOI ezimbini zeeprojekthi ezingekabhukishwa, kwaye luninzi lweengcinga zethu zika-2022 njengoko ububonile ekuhambeni. Olu yilo lusebenza kwiiprojekthi zesikali esiluncedo eEagle Jacksonville, eFlorida naseNew England. Iprojekthi yaseNew England ilindele imvume yeBhunga lesiXeko. Akukholeleki ngokwayo into yokuba ibhodi ibeke oku kwi-ajenda yeentlanganiso kwezi nyanga zimbalwa zidlulileyo, kodwa abanalo ixesha lezi ntlanganiso. Kodwa sinethemba lokuba iya kwamkelwa kwintlanganiso yebhodi yanamhlanje, kwaye silindele isaziso kungekudala emva koko. Ekugqibeleni, kudidi lweziseko ezingundoqo, siyaqhubeka nokubona ukukhula kweerekhodi kwiilori zetanki ze-LNG, izikhongozeli ze-ISO kunye nezinye izixhobo ezinxulumene noko. Ekupheleni kukaSeptemba, sifumene i-odolo yokuthenga ye-LNG yezigidi ezili-19 zeedola zoluhlu lweemoto zethenda, iodolo yethu yokuthenga yesibini kwiminyaka emininzi. Ii-odolo zetanki ze-LNG zeenqwelo-mafutha zahlala zomelele kakhulu kwikota yesithathu ka-2021, zigqitha kwi-33 yezigidi zeedola, zenza ii-odolo zonyaka wama-2021 malunga ne-105 yezigidi zeedola ngaphezu kwawo nawuphi na unyaka opheleleyo kwimbali yethu, kubandakanya neeodolo ezintsha zabathengi ePoland naseIndiya. , Ibonisa ukwamkelwa okukhulu kwe-LNG njengamafutha ngexesha lokutshintsha kwamandla.
Okokugqibela, njengenxalenye yezicwangciso zokutshintsha iinqanawa ezimbini zase-US ziye kwi-LNG gas propulsion kwikota ezizayo, sifumene isifundo sobunjineli sabanini beenqanawa zase-US.
Ukusukela nge-30 kaSeptemba 2021, umndilili wethu wawuyi-2.99. Njengoko kubonisiwe kwicala lasekhohlo lesilayidi 22, siye savala i-refinance ngo-Okthobha 18, 2021, eyaphucula imigaqo, yandisa umthamo, sandisa ukukhula kwezixhobo zethu, saza sathoba iindleko. Le bhiliyoni yeebhiliyoni zeerandi ezizinzileyo zokuboleka umthamo wethu wokuboleka ukusuka kwi-83 yezigidi zeedola ukuya kwi-430 yezigidi zeedola ngokususa umlinganiselo wokuboleka ngeedola ezingama-50 esiseko, yonga malunga ne-2.3 yezigidi zeerandi ngonyaka kumanqanaba akhoyo okuboleka, nangokususa umthetho wokuqokelela imali kwizithintelo ezinxulumene ne-COVID. . Okokuqala kwimbali yethu, siyathobela kwaye siquka imveliso yozinzo kwisixhobo sethu samatyala, kunye nokucutha iindleko ezingakumbi ezinxulumene nokunciphisa kwethu ukukhutshwa kwegesi yobushushu kule minyaka mihlanu izayo. Usukelo lunxibelelene ngokuthe ngqo. Unikezelo lujolise kwi-150% yeqela lethu leebhanki ekujoliswe kulo le-100% ye-1 yeebhiliyoni zeedola.
Okokugqibela, unokubona ukuqondwa okuthile kwezenzo zethu ze-ESG kwisilayidi sama-23, kubandakanywa ukuqaphela i-Gastech njengeNtshatsheli yoNyaka yokuNcitshiswa kokuKhutshwa koKhuseleko kule kota, kunye nokuba ngogqwesileyo kudidi lweeMbasa ze-Gastech zemibutho emele iyantlukwano kunye nokubandakanywa. Kwakhona kule nyanga iphelileyo, siye sabizwa ngokuba ngabagqwesileyo kumabhaso e-S&P Global Platts Energy ngoxanduva lweshishini kwintlalontle. Kwakhona kule nyanga iphelileyo, siye sabizwa ngokuba ngabagqwesileyo kumabhaso e-S&P Global Platts Energy ngoxanduva lweshishini kwintlalontle. Также в прошлом месяце мы стали финалистами премии S&P Global Platts Energy за корпоративную социальную ответственность. Kwakhona kwinyanga ephelileyo, besingabagqwesileyo bokugqibela kwi-S&P Global Platts Energy Corporate Social Responsibility Award.同樣在上个月，我們在S&P Global Platts Energy 企业社会责任奖中入围. I-S&P Global Platts Energy 企业社会责任奖中入围 Также в прошлом месяце мы вошли в шорт-лист премии S&P Global Platts Energy за корпоративную социальную ответственность. Kwakhona kwinyanga ephelileyo, siye sadweliswa kwi-S&P Global Platts Energy Corporate Social Responsibility Award.Sobabini noJill singathanda ukuthatha umzuzwana kule meko inzima kakhulu ukubulela amalungu eqela lethu ngokuhlala egxile, ngokukhawuleza ukwenza amanyathelo ahlukeneyo okubuyisela iindleko, kunye nokuqhubeka nokuvelisa ngakumbi nangakumbi iphothifoliyo yethu ekhethekileyo yezisombululo ezizinzileyo kunye nezinto ezinomdla kunye neemfuno zemolekyuli. -imveliso ye-agnostic.
[Imiyalelo yoMsebenzisi] Umbuzo wethu wokuqala uvela kuBen Nolan waseStifel. Umgca wakho ngoku uvuliwe.
Ngokukhawuleza udibanise ezi zimbini apha. Emva koko yijike. Okokuqala, kufuneka ikhawuleze. KwiSigaba sesi-3 seCorpus Christi, ngaba elo nani likhulu kunangaphambili ngokwemixholo yakho? Kubonakala kunjalo. Ndinomdla nje ukuba kukho nawuphi na umxholo owongezelelweyo onokuthengiswa. Nangona kunjalo, omnye umbuzo wawunomxholo ongaphezulu kwaye ngokucacileyo yayiyikota enzima. Kukho izinto obungazilindelanga, kwaye akukho mntu ebelindele ukuba zibenempembelelo apha. Kodwa ngokunikwa kwakho u-2022 [umcimbi wobugcisa], ndizama nje ukufumanisa ukuba yintoni na ekhoyo ukuze iqhube. Kwaye - ucinga ntoni, ewe - ukuba kukho into eyenzekayo, ayihambi njengoko bekucwangcisiwe, ukuba indawo eyaneleyo kwimeko yakho ithathelwe ingqalelo?
Kulungile, enkosi Ben. Ngoko ke mandibonise impendulo yokuqala kwiSigaba sesi-III seCorpus Christi. Eli nani liphezulu kunangaphambili. Ndingathanda kwakhona ukutsho ukuba le sihlandlo sokuqala senzeke, esongeza ukuzithemba kwam ukuba bonke abaqhubi abafanelekileyo beeprojekthi ezintathu endizichaze kwi-Big LNG banelisekile ukuba sikhulula umgangatho womxholo esilindele kwi-domain yoluntu. . Ngoko i-positive. Kwaye ke, ukuphendula umbuzo wakho ngokuthe ngqo, kukho ezinye, rhoqo kwindlela ezi projekthi zisebenza ngayo, umsebenzi oqhubekayo ngasemva phakathi kwe-EPC, umqhubi kunye neGrafu, malunga nesakhiwo, ukuba kuya kubonakala njani, zeziphi iindawo ezihambelanayo. .
Ke kukho utshintsho olunxulunyaniswayo kwisikali oluye lwaba luncedo olukhulu kuthi, kwaye amagqabantshintshi malunga nokubuyisela amaxabiso kunye nokubuyisela amaxabiso alula xa kujongwa imeko-bume enkulu. Ke ezi zimbini zingamandla okuqhuba emva kokunyuka komxholo wale projekthi. Kwaye ke, kumbuzo ka-2022, emazantsi esikhokelo sakhelwe kwigumbi lokushukuma olichazayo. Sikholelwa ukuba iintengiso zisasazwa ngokulinganayo unyaka wonke. Kwaye usatsala imida kwikota yokuqala kwaye ubengcono kwikota yesibini. Siziqonda kakuhle ezi ndlela - i-lag esiphulukana nayo. Senze igumbi elincinane lokushukuma kumda wesiqingatha sokuqala kwingqondo yethu njengoko sigqiba uluhlu ngokuzithemba. Kwakhona, asiboneleli ngeengcebiso ngekota, ngoko ukuba nabani na undibuza ngayo.
Kodwa sicinga ngale ndlela: xa sijonga iinkcukacha zokusilela kwethu kwisiqingatha sokuqala sika-2022, eyona nxalenye inkulu yokusilela kwethu ziimveliso ezikhethekileyo kunye nezisombululo zetanki zesikhenkcisi. Kwisithuba esizinikezeleyo, sibona ukuguquguquka okukhulu ngokubhekiselele kumanqanaba omda angaguqukiyo. Kwaye emva koko, njengoko uBrinkman esanda kuphawula, amanye amacandelo kunye neenxalenye zobungcali bethu akhawuleza ekubhukisheni nasekuthumeleni kwaye ahlala ehambelana namaxabiso/ixabiso. Kwaye ke, kwisigqibo setanki yesikhenkcisi, kukusilela kwisiqingatha sokuqala, sikwanayo nenxalenye enkulu kwi-EMEA, apho kukho indlela engqongqo yokudlula eli xabiso. Ke ezi zinto zimbini zisinika umbono olungileyo wesiqingatha sokuqala. Kodwa ndicinga ukuba ukuhanjiswa kungaphezulu kakhulu kulo nyaka kunango-2021, kunye nemida ephuculweyo ukusuka kwi-Q4 ukuya kwi-Q1, i-Q1 ukuya kwi-Q2 kwaye emazantsi kolo luhlu.