I-Motley Fool yasungulwa ngo-1993 ngo-1993 abafowethu u-Tom noDavid Gardner, i-Motley Fool isiza izigidi zabantu ukuba zithole inkululeko yezimali ngewebhusayithi yethu, ama-podcasts, izincwadi, amakholomu amaphephandaba, izinhlelo zomsakazo kanye nezinsizakalo zokutshala izimali ezikhokhelwayo.
I-Motley Fool yasungulwa ngo-1993 ngo-1993 abafowethu u-Tom noDavid Gardner, i-Motley Fool isiza izigidi zabantu ukuba zithole inkululeko yezimali ngewebhusayithi yethu, ama-podcasts, izincwadi, amakholomu amaphephandaba, izinhlelo zomsakazo kanye nezinsizakalo zokutshala izimali ezikhokhelwayo.
Ufunda indatshana yamahhala enemibono engase yehluke kusevisi yokutshalwa kwezimali kwe-premium ye-Motley Fool.Yiba yilungu le-Motley Fool namuhla futhi uthole ukufinyelela okusheshayo ezincomweni zomhlaziyi ophezulu, ucwaningo olujulile, izinsiza zokutshala izimali nokunye.Funda Okwengeziwe
Sawubona futhi wamukelekile ocingweni lwengqungquthela ye-Chart Industries, Inc..ngokwemiphumela yekota yesithathu ka-2021. [Amanothi Kwabasebenzi] Isimemezelo senkampani kanye nezincazelo ezengeziwe kukhishwe namhlanje ekuseni.Uma ungakutholanga ukukhululwa kwabezindaba, ungafinyelela kukho ngokuvakashela iwebhusayithi yeShadi ku-www.chartindustries.com.Ukudlala kabusha kwekholi kwanamuhla kuzotholakala ngemva kwekholi kuze kube uLwesine, Okthoba 28, 2021.
Ulwazi mayelana nokudlalwa kabusha lufakiwe esitatimendeni sabezindaba senkampani.Ngaphambi kokuthi siqale, inkampani ingathanda ukukukhumbuza ukuthi izitatimende zomlando ezenziwe kulolu cingo lwengqungquthela empeleni ziyizitatimende ezibheke phambili.Sicela ubhekisele olwazini olumayelana nezitatimende ezibheke phambili kanye nezici zobungozi eziqukethwe kusitatimende semali engenayo yenkampani kanye nokugcwaliswa kwakamuva kweKhomishini Yezimboni Nezokuhwebelana.Inkampani ayizibophezeli ukuthi ibuyekeze esidlangalaleni noma ibuyekeze noma yiziphi izitatimende ezibheke phambili.
Ngiyabonga Gigi.Sanibonani nonke, futhi siyabonga ngokusijoyina namuhla ocingweni lwethu lweholo le-Q3 2021 nokubuyekeza umbono wethu ka-2022.Ongijoyine namuhla u-Joe Brinkman, umakadebona we-Chart Industrial Gases futhi manje oyisikhulu sethu sezezimali, ozokunikeza imiphumela yekota ngokuhamba kwesikhathi ocingweni.Ingxoxo yanamuhla ikabili futhi ifana nalokho okuzwile kwezinye izinkampani, ngiqinisekile.Okokuqala, izinselelo ezinkulu zesikhashana esibhekane nazo kwikota yesithathu, umthelela wazo engxenyeni yethu, kanye nezinyathelo esizithathile nesisaqhubeka nokuzithatha ukuze simelane nesivunguvungu futhi silethe amaholo anamandla ngokwesakhiwo, njengoba besilindele.iminyaka ezayo.Okwesibili, sibona umsebenzi oqinile oqhubekayo ezinhlobonhlobo zama-oda futhi zonke izinkomba zikhomba ukuqhubeka kwesidingo esiyisisekelo semikhiqizo yethu.
Ngakho, ukuqala ngesilayidi sesine sedekhi eyengeziwe esikhishwe namuhla.Ibhuku lethu lama-oda lika-$350M ku-Q3 2021 libonisa ukukhula okuqhubekayo kwesidingo kulo lonke ibhizinisi, ngaphezu kwalokho ebesikulindele ekuqaleni kwekota njengoba besingazange silindele noma sithole ama-oda amakhulu okuphuzwa kotshwala ku-Q3.ngekota, esikulindele Cishe ku-$300 million.Ama-oda kule kota abephezulu ngo-33% kunekota yesithathu ka-2020, okuholele ekutheni ibhuku lethu lama-oda libe ngu-YTD ngo-53% ngaphezu kwezinyanga eziyisishiyagalolunye zokuqala zika-2020. Ngaphezu kwalokho, ama-oda emikhiqizo ekhethekile anyuke ngaphezu kuka-100% kule kota uma kuqhathaniswa nekota yesithathu ka-2020 nangaphezulu kuka-150% unyaka kuze kube manje.I-Cryo Tank Solutions iphinde yathumela ukukhula okumangalisayo phakathi nalezi zikhathi, okukhuphuke ngo-35% ngekota kanye no-53% ezinyangeni eziyisishiyagalolunye.
Ama-oda ekota yesithathu abe nomthelela kwikota yethu yesine elandelanayo yamarekhodi, manje angaphezu kwezigidigidi ezi-1.1 zamaRandi, aqinisa ukuzethemba kwethu embonweni wethu ka-2022 futhi manje sesibona amazinga aphezulu omsebenzi enkambweni ezinzile njalo ngekota.Ikhomba ohlangothini lwesobunxele lwesilayidi sesine, lokhu kubonisa lokho esikuthatha njengezinga elisha elivamile lama-oda wekota esililindele.Ngaphambi kwe-COVID nangaphambi kwenkathi yamandla ahlanzekile, noma phakathi kuka-2016 no-2019, isilinganiso esilinganiselwe samaRandi ayizigidi ezingama-238 ngekota manje sesedlula amaRandi ayizigidi ezingama-300 ngekota ngayinye.Kukhona ezinye izinto ezimbalwa okufanele uzibheke ku-oda lethu eliphethe le kota.Sifake ama-oda angama-60 abiza ngaphezu kwesigidi esingu-$1 lilinye kwikota yesithathu nangu-152 kulo nyaka.Ikota yesithathu bekuyikota yesibili ilandelana kithi ngama-oda angama-60 abiza ngaphezulu kwesigidi esingu-$1.Siphinde sathola ama-oda amasha angu-20 nama-oda angu-65 avela kumakhasimende amasha.
Kusukela ekuqaleni konyaka kuze kube ikota yesithathu ka-2021, wonke ama-oda ethu ezigaba zemikhiqizo ekhethekile eqe amazinga awo oku-oda ahambisanayo kuwo wonke u-2020. Ngamanye amazwi, ezinyangeni eziyisishiyagalolunye zokuqala zonyaka, inani lama-oda emikhiqizo ekhethekile kuzo zonke lezi zigaba lidlule isibalo sezinyanga eziyi-12 ezigcwele zika-2020. Ama-oda eziphuzo akhuphuke ngo-68, ama-oda eziphuzo akhuphuka ngekota yesithathu ngekota yesithathu ngo-2, ama-oda eziphuzo akhuphuka ngokushesha ngo-2% ukudiliva, futhi kunikezwe amazinga ezindleko zamanje zezinto ezibonakalayo.Ngenxa yalokho, ingxenye yebhizinisi ayizange ibe nokwehla kwenzuzo ngenxa yokwenyuka kwezindleko zezinto ezibonakalayo.Sesiqala ukubona ukusimama okuthile, nakuba kamuva kunokuba besikulindele, ezimakethe zendabuko zikawoyela negesi, okuhlanganisa ukuhlola nokucindezelwa kwegesi yemvelo, ngezishintshisi zokushisa ezipholile emoyeni ezinevolumu yokuhleleka okuphezulu kakhulu ezinyangeni ezimbili zika-2020-2021, ngiyaxolisa.Ngo-Agasti nangoSepthemba, ikota yesithathu ka-2021 kwakuyikota enama-oda amaningi ezishintshisi zokushisa ezipholile emoyeni.
Esinye isibonelo lapho imikhiqizo yethu ingaxhunywanga ezingeni lamangqamuzana.Ngakho, inqobo nje uma uguquko lwamandla luqhubeka, sizozuza ekubuyiseni uwoyela.Ngakho-ke manje ake sibheke imininingwane yomthwalo wezindleko nokuthi yiziphi izinyathelo ezithathiwe ukuze kuncishiswe ukudonsa okwengeziwe okulindelekile kulezi zindleko ezingaphezu kwalokho obekulindelekile kumaslayidi 5 no-6. Nakuba silindele ukuthi ikota yesithathu ka-2021 ibe izinga eliphansi kakhulu lomthelela ongemuhle emaphethelweni ngenxa yalezi zinkinga zezindleko, njengoba ezinye zalezi zinkinga sezixazululiwe - ezinye zalezi zinkinga zizoxazululwa njengoba ezinye zizoncishiswa.silindele ukuthi amamajini athuthuke ezindaweni ezilandelayo, kodwa futhi silungisa isiqondiso sethu sekota elandelayo, okuhlanganisa izinguquko esikhathini sokuthengisa kanye nengcindezi yentengo.Sike sasho ngaphambilini ukuthi silindele ukuthi i-Q3 2021 iqaphe ukuthi izindleko zempahla nokutholakala kuyathuthuka noma kuyawohloka bese iphendula ngokushesha.Izinto zibe zimbi kakhulu kule kota.
Naphezu kokukhula okuqinile kwama-oda nokusalela emuva, ukuhleleka kwempahla kanye nezindaba zabasebenzi ochungechungeni lokuhlinzekwa kwempahla kube nomthelela emiphumeleni yethu.Siphendule ngokushesha ngama-markup, ukukhuphuka kwentengo eyengeziwe kanye nezindleko eziphansi zokusebenza, kodwa azikho izenzo zethu zangaphakathi kwekota ezibe nomthelela osheshayo enzuzweni ngekota.Njengamanje sibikezela umsebenzi oqhubekayo kanye nezikhathi zokumaka kanye nokusebenza okujwayelekile nokusebenza kahle okuholela ekubuyeleni emaphethelweni ajwayelekile, isinyathelo sokuqala sesinyathelo siqala ngekota yesine futhi siqhubeke ngekota yesibili ka-2022, efakwe esibikezelweni sethu sonyaka wezi-2022.Ake sibuyele emuva siqonde izinkinga nokuthi senzani ngazo.Isilayidi sesi-5, umugqa wokuqala ubonisa ukuthi izindleko zezinto ezibonakalayo zaqhubeka kanjani zikhuphuka ngokushesha engxenyeni yesithathu ka-2021, ngokusetshenziswa kwe-stainless, i-aluminium ne-carbon steel kukhuphuke ngo-12%, 18% no-24% ngokulandelana kusukela ngoJuni 30 kuya ku-30 ​​Septhemba.
Asibonanga ushintsho olutheni ku-Q3 uma sibheka isikhathi sethu kanye nokwenyuka kwezindleko zekota.Ngaphezu kwalokho, siqale ukungeza inkokhiso kuwo wonke ama-oda amasha kusukela phakathi nekota yesithathu ka-2021 saphinde sanyusa izintengo ngo-Okthoba 2021. Umsebenzi wethu wokuklama ukuvumela ukuthi usethe izintengo zamanje zezinto zokusebenza ngesikhathi sokufaneleka kwesicelo.Ngakho-ke, zonke lezi zicaphuno nazo zibuyekeziwe.Umugqa wesibili ukhombisa ukuphazamiseka ochungechungeni lokuhlinzekwa kwempahla, kungaba isiminyaminya echwebeni, abashayeli, amaloli, iziqukathi, ukutholakala kwezinto.Ngokusobala akukho kulokhu okuhlobene neshadi futhi ithimba lethu lisebenzela ukunciphisa umehluko wesikhathi sokuthengisa ngenxa yokuphazamiseka kwe-supply chain.Kodwa-ke, lokhu kuphinde kugqugquzele ukulwela kwethu ukuphepha kwesitoko, okubuye kuthinte ukuhamba kwemali kwamahhala esikhathini esifushane.Uma sikhuluma ngokutholakala komshayeli namaloli, umugqa wesithathu ukhombisa inkinga okungakhulunywa kakhulu ngayo, kodwa ehlukumeza kakhulu, ebesingalindelekile esihlangabezane nayo phakathi kuka-Agasti 11 no-Okthoba 7.
Abahlinzeki bethu begesi yezimboni babeke umcimbi we-force majeure ekuhlinzekweni kwe-nitrogen ne-argon kumakhasimende egesi yezimboni, okuhlanganisa nathi, ngenxa yokufufusa kwesidingo se-oxygen ngenxa ye-COVID-19, ikakhulukazi e-United States.Nakuba sinelungelo lokusebenzisa elinye lamaloli ethu e-cryogenic emkhunjini wethu oqashiwe futhi siqashe umshayeli ogunyaziwe ukuthi alethe igesi yemvelo ngenethiwekhi yethu yokusabalalisa ukuze sigcine ukukhiqizwa kwethu kusebenza, lokhu kwehluleka kuye kwandise izindleko zethu zokusebenza kanye nokungasebenzi kahle.Ngasohlangothini oluhle, lo mcimbi we-force majeure waphakanyiswa ngo-Okthoba 7 futhi ukusatshalaliswa manje sekubuyele kokujwayelekile.Iya ku-slide sesithupha, umugqa wesine.Sibhekene nezinkinga zokutholakala kwabasebenzi kanye nezindleko, okuhlanganisa nomthelela we-COVID-19 kubasebenzi.
Sikholelwa ukuthi sithathe izinyathelo ezanele zokuqinisekisa ukuthi asiphazanyiswanga yizinkinga zabasebenzi ngekota yesine, ngaphandle nje kokukhushulwa ngokuqondile kwamaholo ngehora, okungeyona eyesikhashana futhi kwaqalwa ngekota yesithathu ukuphendula ukugcinwa nokuqashwa kwenani elikhulu labasebenzi abakhiqizayo.ilungu leqembu.Phakathi nekota, siqashe abantu abangama-372, futhi abangaphezu kuka-98% basenathi.Nakuba sizoqhubeka nokukhuphula amaholo, siphinde sasebenzisa izinxephezelo zokubhalisa phakathi nekota, ezibe nomthelela omubi ezindlekweni kodwa ezingafakwanga emaholweni ayisisekelo.Udaba lwesibili lwabasebenzi oluthuthuke kakhulu ngo-Okthoba ukwanda okusha kwe-COVID-19 ezikhungweni zethu zokukhiqiza zase-US.Kusukela ngo-Agasti 1 kuya kuSepthemba 30, isilinganiso esingu-3.7% sabasebenzi abasebenza ezikhungweni zethu ezibucayi zase-US bebengekho isonto lonke ngenxa ye-COVID-19.
Sibe nabasebenzi abambalwa abaqondile kulezi zitolo kusukela ngo-Okthoba.Lokhu kudale ukungasebenzi okwengeziwe komsebenzi, izinguquko zeshejuli, namashifu engeziwe njengoba umsebenzi wethu oqondile wawuhlanganisa izindawo ezihlukahlukene zesitolo.Phakathi nekota, izikhungo zethu ezimbili zokukhiqiza zavalwa isikhashana ngenxa yeSiphepho i-Ida, okubangele ukulahleka kwamahora okusebenza.Lena imiphumela yesikhashana engenawo umonakalo noma umphumela ohlala njalo noma unomphela.Okokugcina, silindele futhi sihlela ukuqhubeka nokuphoqelela izinyathelo zaseShayina zokuphoqelela umthetho wezamandla emahhovisi ethu e-China.Lapho kunesidingo, senze izinhlobonhlobo zamasu okunciphisa.Kodwa ngalesi sikhathi, ukunikezwa kwamandla kwamasonto onke ebhizinisi lethu laseShayina kuzoba okujwayelekile okuhlanu, umkhawulo owodwa noma okune evamile, umkhawulo wesithathu, futhi uma isimo samanje sihlala singashintshiwe phakathi nekota, sizofinyelela emaphethelweni ekota yethu yesine ngaphandle kokulinganiselwa okwengeziwe.Isibikezelo saseShayina.
Thina — sihlale siphendula ezinguqukweni zezindleko zezinto kanye nezinye izinguquko zezindleko ngokukhuphuka kwentengo nezindleko ezengeziwe.Ungabona kusilayidi sesi-7 ukwenyuka kwezindleko zempahla engxenyeni ephezulu yesilayidi.Kusukela ekuqaleni konyaka, izigaba zethu ezintathu eziyinhloko zezinto zokusetshenziswa: insimbi engagqwali, i-aluminium ne-carbon steel zikhule ngo-33%, 40% no-65% ngokulandelana.Ezinsukwini zokuqala ezingu-20 zika-Okthoba, sabona amanani ekhabhoni nensimbi engagqwali ezinza, kodwa uma kubhekwa isimo se-magnesium, amanani e-aluminium aqhubeka nokukhuphuka nokutholakala kwehle.Sengikushilo lokho, ngaphambi kokuthi ngikhulume ngamanani adingekayo namaprimiyamu esiwafakayo, kanye nezizathu zomehluko phakathi kwalezi zindlela, ake ngikhulume ngezinga lethu lokunethezeka ngesitoko sokuphepha.Njengoba nazi, kusukela ekuqaleni konyaka besikhulisa isitokwe sokuphepha lapho kunengqondo khona ukukhulisa okwesikhashana amabhalansi esitoko ngaphezu kwejwayelekile, okuzothinta ukuhamba kwemali kwamahhala.Kodwa-ke, lesi sinqumo samasu sisivumele ukuthi singaphuthelwa ukulethwa okukodwa okukhulu kumakhasimende ethu.
Isibonelo, singene ezinkontilekeni ezithile zonyaka owodwa noma emibili, eziletha ukonga izindleko engxenyeni yokuqala ka-2022 uma kuqhathaniswa namaleveli amanje ngokusekelwe esikhathini esithole ngaso okokufaka.Mayelana namanani entengo, asilindele ukuthi izindleko zezinto ezibonakalayo zikhuphuke, njengoba zenzile kusukela ekupheleni kwekota yesibili kuya ekupheleni kwekota yesithathu, ngokulandelana.Lapho sibona lokhu, ngaphezu koshintsho lwentengo oluqaliswe kusukela ngomhlaka-1 Julayi kanye nokuphinda kucashunwe kabusha zonke izinto ezisetshenziswayo ukuze kushayelwe izingcingo amaphrojekthi ngesikhathi sethenda, sethula nenkokhelo eyengeziwe yamaphakathi nekota.Ngisho nalezi zinguquko, akwanele ukuhambisana nezindleko ezikhuphuka ngokushesha.Ngakho-ke, sisebenzise okunye ukukhuphuka kwentengo yawo wonke ama-oda amasha, okuzoba okwesikhashana futhi unomphela, kuye ngomkhiqizo.Sisebenze futhi siyaqhubeka nokusebenza namakhasimende ethu egesi yezimboni anezivumelwano zesikhathi eside zokusisiza ukuthi sisebenzise indlela yokubiza amanani ezinto ezibonakalayo kaningi kulezi zivumelwano, uma kubhekwa lezi zikhathi zokwehla nokwenyuka kwamanani emali ziqhubeka futhi sisalela emuva endleleni yokulungiswa kwekota phakathi nezikhathi zokwehla kwamandla emali.engasebenzi.
Kumakhasimende ethu aphumelele kulokhu futhi agcina ubudlelwano bethu besikhathi eside, le nqubo izobuyela esimisweni sayo esijwayelekile, kungakhathaliseki ukuthi ikota noma isigamu sonyaka, njengoba izimo zomnotho omkhulu ziba ngcono.Sibonga kakhulu kuwo wonke umuntu osebenza nathi ukuqinisekisa ukuthi singakwazi ukuletha imikhiqizo yabo njengoba kudingekile, kodwa sikwenze lokho ngaphandle kokuba nomthelela omubi ebhizinisini lethu.Okwesibili, sibonga labo abasebenzela ukusilela emuva kokuthuthukiswa kwangaphambi kokuthuthukiswa ukuze bahlangabezane kahle nezindleko ezengeziwe zokuthumela kwamanye ama-oda akhona esilele emuva.Uzoqaphela ukuthi lezi zitshalo sizihlele ngezindlela ezimbili ezihlukene.Bekungamabomu.Okokuqala, ngemva kokuba isimo sezindleko sithuthukile futhi sibuyela kokujwayelekile, ezinye zezintengo zethu zizohlala zisezingeni eliphezulu, okuzoba isinyathelo esivamile kithi sokulungisa amanani njalo.Okwesibili yisibonelelo, okwesikhashana, nakuba okwamanje singapheli.Ngakho-ke sizoba nokuqina kwentengo, kodwa thembeka kumakhasimende ethu ngoba azama ukungenzeleli kithi.
Ngaphambi kokuthi ngikhulume ngombono wethu ka-2022, ngizodlulisela kuJoe ukuze akunikeze umbono wemizamo yethu yokunciphisa izindleko nemiphumela yekota yesithathu.
Ngiyabonga Jill Isilayidi sesishiyagalombili sibonisa izindleko ezithile zesakhiwo semvelo kanye nezenzo zokwandisa umthamo.Okubonayo kulesi silayidi kufeza izinjongo ezimbili: okokuqala, ukunciphisa izindleko zokusebenza, okwesibili, ukuqinisekisa ukuthi sinomthamo ofanele ezindaweni ezifanele ukuhlangabezana nezinsuku zokugcina zamakhasimende ethu.Kuhlangothi lwesobunxele lwekhasi, ungabona isethi engaphansi yezinyathelo zokunciphisa izindleko esizithathile noma esizisebenzise engxenyeni yesithathu.Lokhu akulona uhlu oluphelele.Sihlanganise isikhungo sethu sokukhiqiza ama-cooler air e-Tulsa endaweni yethu yokukhiqiza i-Beasley, e-Texas, sakha indawo yokukhiqiza evumelana nezimo esikhungweni sethu sakwa-Tulsa, esezigabeni ezihlukahlukene zokwethulwa, kuye ngomugqa womkhiqizo.Ukwengezwa kwemigqa yokukhiqiza evumelana nezimo e-Tulsa kusinika ukufinyelela kubasebenzi abanamakhono futhi kusivumela ukuthi sisuse ibhodlela lokukhiqiza kwezinye izindawo.Isibonelo, sesiqedile ukuthuthwa kwe-ductwork kanye ne-vacuum insulated assemblies kusuka eNew Bragg, Minnesota, futhi imali engenayo ehlobene kulindeleke ukuthi iqale ngekota yesine ka-2021.
Indawo efanayo yaseBeasley izoba nezindawo zethu zokulungisa nezokusevisa e-Houston, futhi ezinyangeni ezimbalwa ezizayo sizobe sihlanganisa nendawo yethu yokulungisa ezimele e-Houston.Kumaslayidi ungabona ezinye zezinhlelo ezisebenza kahle ezenziwa e-US naseYurophu. Okokugcina, siyaqhubeka nokucwenga uhlaka lwethu lwe-SG&A ngokususa izikhundla ezithile ezithathwe ngekota. Okokugcina, siyaqhubeka nokucwenga uhlaka lwethu lwe-SG&A ngokususa izikhundla ezithile ezithathwe ngekota. Наконец, мы продолжаем совершенствовать нашуструктуру SG&A, исключая конкретные позиции в этом квартале. Okokugcina, siyaqhubeka nokucwenga uhlaka lwethu lwe-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 сструктуру SG&A и в течение квартала сокращали определенные рабочие места. Ekugcineni, saqhubeka nokuthuthukisa uhlaka lwethu lwe-SG&A futhi sanciphisa imisebenzi ethile phakathi nekota.Esilayidini sesishiyagalolunye.Ukuthengiswa kwe-Q3 2021 bekungamaRandi ayizigidi ezingama-328.3, kukhuphuke ngaphezu kwama-20% ukusuka ku-Q3 2020, ngokukhula kwezinto eziphilayo ngo-13.4%.Njengesikhumbuzo, ukuthengiswa kwe-Venture Global Calcasieu Pass engxenyeni yesithathu ka-2020 bekucishe kube ngamaRandi ayizigidi ezingama-25.6 uma kuqhathaniswa cishe nezigidi ezi-5 zamaRandi engxenyeni yesibili ka-2021. Yize ingekho imali engenayo ehlobene ne-LNG enkulu engxenyeni yesithathu ka-2021. Ngaphandle kokuthengiswa kwamaphrojekthi amakhulu e-LNG ngokuhamba kwesikhathi, imali engenayo ye-organic 2 yekota yesithathu ye-202 ye-202% ikhuphuke ngekota yesithathu ye-202% futhi inyuke ngo-13.6% unyaka kuze kube manje ngo-2021 uma kuqhathaniswa nasekuqaleni kuka-2020.
Ukuthengiswa kwekota yesithathu ka-2021 kufaka phakathi ukukhula okurekhodiwe kwekota-on-quarter emikhiqizweni ekhethekile kanye nezixazululo zamathangi afakwe esiqandisini.Ukuthengiswa kwe-CTS kukhuphuke ngo-14.7% ngokulandelana kwe-QoQ 2021 kanye no-10% YoY, kuyilapho imikhiqizo ekhethekile inyuke ngo-9.5% QoQ 2021 kanye no-108% YoY..8% uma kuqhathaniswa nekota yesithathu ka-2020. Ukulungiswa okukhethekile, ukunakekelwa kanye nemikhiqizo eqashisayo ibe ngu-49.7% wesamba esithengisiwe sethu.Cishe u-50% wekota yesibili ilandelana no-34.1% wawo wonke u-2020. Isamba sethu sengxenye yesithathu ka-2021 sithikameze kabi izindleko ezichazwe u-Gill.Isamba senzuzo ebikiwe sasingu-22.8% wokudayiswa, okuhlanganisa nezindleko ezingaphindi zivela ezihambisana nezindleko zokwethulwa kwesikhungo, ukuhlanganiswa, ukuhlelwa kabusha nokuhlanganiswa kwesikhungo.Ilungiselwe izindleko ezingaphindi, i-gross margin elungisiwe njengephesenti lokudayiswa kwaba ngu-26.5%, okubonisa umthwalo wethu wezindleko phakathi nekota ngenxa yokwenyuka okusheshayo kwempahla, uchungechunge lokuhlinzekwa kwempahla kanye nezindleko zempahla.
Imajini iyonke elungisiwe njengephesenti lokuthengisa iye yahlala iphansi kusukela ngo-Q3 2020, ngaphandle kwe-LNG, futhi yehle ngokuqhubekayo kusukela ku-Q2 2021. Izinkinga zibe nomthelela omncane ku-gross elungisiwe njengephesenti lemikhiqizo ekhethekile nokuthengiswa, ukulungiswa, izinsizakalo nokuqashisa.Kushintshwe imajini iyonke yemikhiqizo ekhethekile njengephesenti lokudayiswa ibingaphezudlwana nje kuka-37%, ngokuhambisana nekota yesibili ka-2021, futhi ikhombisa umbono webhizinisi lilonke.Ibhizinisi Lemikhiqizo Ekhethekile ngokuyinhloko lisekelwe entweni amanani entengo yesikhathi esifushane, noma imikhiqizo enezikhathi zoku-oda kuya kokuthunyelwa ngokushesha, okubonisa izindleko zamanje ezengeziwe kumanani ethu amanje.Ukulungisa, ukunakekelwa kanye ne-rental imajini elungisiwe elungisiwe ibe ngu-28.7% wemali ethengisiwe, okuhlanganisa nezindleko zokuhlela kabusha ezihlobene nesinqumo sethu sokuhlanganisa indawo yethu yokulungisa e-Houston, eTexas.Imajini iyonke elungiswe yi-RSL inyuke ngamaphoyinti angu-510 ngokulandelana kwikota yesibili ka-2021, okuhlanganisa nokuthunyelwa kwempahla esezingeni eliphansi evela e-China.
Okunzima kakhulu kumamajini aphelele nalungisiwe amasistimu okudlulisa ukushisa.Isikhathi sokuqashelwa kwemali engenayo esekelwe kuphrojekthi, kucatshangelwa okuqukethwe kwesegimenti ephezulu, isikhathi sokukhiqiza esilahlekile, namamajini aphezulu. Okulandelanayo kwekota yesibili ka-2021 kuya kwikota yesithathu ukunyuka kwe-SG&A kuqhutshwa izengezo ze-LA Turbine ne-AdEdge. Okulandelanayo kwekota yesibili ka-2021 kuya kwikota yesithathu ukunyuka kwe-SG&A kuqhutshwa izengezo ze-LA Turbine ne-AdEdge.Ukwenyuka okulandelanayo kwezindleko ezijwayelekile nezokuphatha kusuka ku-Q2 2021 kuya ku-Q3 kuqhutshwa ukwengezwa kwe-LA Turbine ne-AdEdge. 2021 年第二季度到第三季度SG&A 的连续增长是由LA Turbine 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 ne-AdEdge. Ukukhula okungaguquguquki kwe-SG&A kusuka ku-Q2 kuya ku-Q3 2021 kwaqhutshwa ukwengezwa kwe-LA Turbine ne-AdEdge.Kamuva, u-Gill uzoxoxa ngesikhathi sokuthola kabusha izindleko kanye nomthelela omkhulu wephrojekthi enzuzweni ezindaweni ezizayo.I-Slide 10 sibonisa i-EPS yethu elungisiwe yekota yesithathu kanye nonyaka kuze kube manje ka-$0.55 kanye no-$2.09, ngokulandelanayo, okuhlanganisa noma yimuphi umsebenzi wokubuyekeza umaki ukuya emakethe esitshale kuwo, obe nomthelela omuhle kwikota yesithathu.ikota futhi kusukela ekuqaleni konyaka.Ukulungiswa kwe-EPS okuhlobene nezindleko ezithile zesikhathi esisodwa kufaka phakathi ukuhlela kabusha, ukukhokhelwa kwekhefu, iziqalisi nemigqa yokukhiqiza, nezinye izindleko zesikhathi esisodwa.Njengoba abaphathi bethu becabanga ukuthi bazoqhubeka, kanye nesikhathi sokushintsha okulindelekile ezenzweni zesakhiwo ozwa ngazo, asizifaki izindaba ozizwa ngazo namuhla ngaphezu kwemithelela engemihle yokukhiqiza noma ukusebenza kahle. Emzamweni wokuzwela kakhulu isikhathi kumazwana alungisiwe kanye ne-Q&A, sifake imininingwane eqondene nengxenye kanye ne-First of a Kind, ulwazi lwekhasimende elisha kusithasiselo. Emzamweni wokuzwela kakhulu isikhathi kumazwana alungisiwe kanye ne-Q&A, sifake imininingwane eqondene nengxenye kanye ne-First of a Kind, ulwazi lwekhasimende elisha kusithasiselo. Ukuze sibe nomuzwa othe xaxa ngesikhathi samazwana alungiselelwe kanye ne-Q&A, sifake imininingwane eqondene nengxenye ethile kanye nolwazi lwekhasimende lokuqala olohlobo lwalo kuhlelo lokusebenza. Ukuze sifike ngesikhathi samazwana alungiselelwe kanye ne-Q&A, sifake imininingwane yamasegimenti athile futhi, ngokokuqala ngqa kuhlelo lokusebenza, ulwazi olusha lwekhasimende.
Ngaphezu kwalokho, sivamise ukuthola imibuzo mayelana nezinsuku zokugcina zezicelo eziyi-10-Q.Sihlela ukuyethula kamuva namuhla.
Isilayidi 10 asisho ukuthi sizonikeza isiqondiso sekota esikhathini esizayo, kodwa sifuna ukunikeza ulwazi oluqondile lwekota elandelayo.Ngokomongo wombono wethu wekota yesine, ithimba lethu lifake ezinye izimo eziphuthumayo ezengeziwe esibikezelweni sethu sekota yesine yokuthengisa namaholo, kanye nendlela esivame ukuyenza ngayo uma sicabanga ukuthi ukuthengwa kwempahla, izindaba zokuthumela nezimpahla zingase zinganyuki.Kuslayidi 10 ungabona ushintsho ukusuka ekulinganisweni kwesibikezelo sokuthengisa sangaphakathi sangaphambilini ukuya ekugcineni okuphansi kohlu lwethu lwesibikezelo sangaphambilini se-Q3 ne-Q4 njengoba kuboniswe kumugqa wokuqala.Izingxenye ezinkulu ezihambayo ukusuka kumugqa wesibili kuya kowesishiyagalolunye azihlanganisi ngokuphelele, kodwa zihlanganisa ukunyakaza okukhulu kakhulu, okuhlanganisa nezinsuku zokugcina kanye nokusilela emuva kwamaphrojekthi esistimu yokudlulisa ukushisa kanye nezaziso zokuqhubeka.
Lezi zibuyekezo ziletha uhla lwethu lokuthengisa olubuyekeziwe lwe-Q4 2021 ku-$370M kanye ne-Q4 kuya ku-$370M kuya ku-$390M.Njengoba sekushiwo, lokhu kungenxa yokuhlehliswa kwezinsuku zokuqoqwa kwemali okulindelwe ku-2022, futhi akukho neyodwa yazo elahlekelwa yimali engenayo.Isibikezelo sethu esisha sithatha ukuthi ukuthengiswa ngo-2021 kuzokwenyuka ngo-11-13% uma kuqhathaniswa no-2020. Isilayidi 11 sibonisa umbono wethu wamanje ka-2021, ocabangela izinselele zomnotho omkhulu ezethulwe ngaphambilini, kanye nezenzo nezikhathi zesikhathi kuze kube manje ukubhekana nalezi zinselele ngokusekelwe olwazini lwamanje.Silindele ukuthi imajini yonke ikhule njengephesenti lokudayiswa kwengxenye ngayinye, ngaphandle kwezixazululo zamathangi afakwe esiqandisini, engxenyeni yesine ka-2021, ngekota yesithathu ekhombisa ukusalela nokusalela emuva ngekota yesine ngenxa yeshejuli yamanani.Isamba semalini njengephesenti lokukhula kokuthengiswa kwezingxenye ze-RSL kanye Nemikhiqizo Ekhethekile kulindeleke ukuthi iqhutshwe ukusilela emuva kwengxube yemikhiqizo kanye nesikhathi sokunyuka kwamanani, kuyilapho ukunyuka okulindelwe okuncane kumamajini e-HTS kungenxa yokuthengiswayo okukhulu okuqondene namamajini aphezulu.umphumela wokuthengisa.
Inzuzo ehambisanayo elungisiwe enganciphisi ngesheya ngalinye lonyaka ogcwele ka-2021 kulindeleke ukuthi ibe cishe ku-$2.75 kuya ku-$3.10 cishe kumasheya anesisindo esiyizigidi ezingu-35.5 esisele, okuzothatha isilinganiso sentela esisebenzayo esingu-19.5%, uma siqhathaniswa nesilinganiso sethu sangaphambilini esingu-18%.Silindele ukuthi ikota yesithathu ka-2021 ibe nomthelela omubi omncane kakhulu kumamajini, okulandelwa ukuthuthukiswa okungaguquki ezindaweni ezilandelayo, ikakhulukazi njengoba izindawo ezithile zemajini ezibonakalayo zizoqaphela imali engenayo ebalulekile.Amanani nezibonelelo seziqala ukubonakala ngenzuzo futhi ngokuvamile ngamavolumu aphezulu ukusiza ukudonsa abasebenzi.Kodwa-ke, njengoba sekushiwo, ngezikhathi zokungaqiniseki, sidinga izinyathelo eziphuthumayo.Ukuqhubekela ku-slide 13, isibikezelo sethu saminyaka yonke sika-2022. Sekukonke, sazi kahle amaphrojekthi athile futhi silindele isidingo esibanzi esisibonile kulo nyaka ukuthi siqhubeke, sibe nesandla kumthelela wokusilela emuva kanye nezintengo ezikhuphukayo ngo-2022.
Sikhuphule isibikezelo sethu sokuthengisa sawo wonke u-2022 safinyelela ku- $ 1.7 billion saya ku-$1.85 billion.Nakuba sinethemba elikhulu ngalesi sibikezelo sezulu esibuyekeziwe, ngaphandle kwanoma yimaphi amaphrojekthi amakhulu e-LNG engeziwe noma amasha, silindele amaphrojekthi amakhulu amathathu e-LNG e-US Gulf Coast asethole imvume ye-FERC ukuthi enze isinqumo sokugcina sokutshala izimali ngo-2022. Silindele ukuthi ezimbili zazo zivele ebhukwini lethu loku-oda engxenyeni yokuqala yonyaka.Kamuva, ngizokhuluma ngala manani angaba khona edola kuphrojekthi ngayinye enkulu ye-LNG nokuthi kungani ukholo lwethu lukhulile.Kodwa-ke, ukuze sikunikeze umbono osheshayo wokukhula kokuthengisa ngo-2022 kusilayidi 13, umugqa wokuqala ubonisa i-backlog yama-oda okwamanje esihlela ukuwathumela ngo-2022. Kukhona ukusilela emuva kuze kube ngu-2023 okungenzeka ukuthi kukhishwe ngo-2022, kodwa lokhu akufakwanga lapha.Ngokunikezwa kwalawa mazinga okuqagela, umugqa wesibili nowesithathu ubonisa izincwadi nemikhumbi ejwayelekile okulindeleke ukuthi ithunyelwe ngo-2022.
Ulayini 4-6 amaphrojekthi athile amancane e-LNG ebesilindele ukuthi abhukhelwe kodwa okulindeleke ukuthi aqedwe phakathi nezinyanga eziyisithupha ezizayo ngenxa yezinguquko zesikhathi kanye nomthelela ohambisanayo wemali engenayo olindelekile ngo-2022. Umugqa wesi-7 wethula imali engaba khona ngo-2022 ngokusekelwe kumaphrojekthi engeziwe okuphuza utshwala abhukhwe ekuqaleni konyaka.Okokugcina, umugqa wesishiyagalombili umthelela olindelwe wonyaka ogcwele wokutholwa kwe-AdEdge ne-LA Turbine.Inzuzo ehambisanayo engalungisiwe engalungiswanga ngesheya ngalinye kulindeleke ukuthi ibe phakathi kuka-$5.25 no-$6.50 emasheya anesisindo esiyizigidi ezingu-35.5 esisele, kuncike esilinganisweni sentela esisebenzayo esingu-19%.Futhi, ngaphandle kwanoma iyiphi i-LNG enkulu.Uma sibheka ukubonakala kwethu kwamanje kokusalela emuva, silindele ukubona ukukhula kokuthengisa okulandelanayo okuqinile kwekota kanye nonyaka uma kuqhathaniswa nengxenye yesibili yonyaka.Lokhu kucabanga kufaka phakathi ukuthi silindele ukuthi ingxenye yokuqala yonyaka wezi-2022 ifake phakathi ukuqhubeka nokumelana nezinselelo esibhekene nazo njengamanje kanye nokulungiswa kancane kancane ngezinyathelo ezinhle esezithathiwe kuze kube manje.
Manje ake sibuyele emuva futhi sikhulume ngesidingo esiqhubekayo esisabalele.Ngakho umlando wamadolobha amabili uyingxenye yesibili yalokho okwenzeka kwezamabhizinisi.Lesi sidingo esibanzi esiqhubekayo sisekela izinkolelo zethu kokubili kumasu ethu nasemathemba ethu esikhathi esizayo.Sihlukaniswa ngezinqubo namathuluzi ethu angathathi hlangothi, futhi sikholelwa ukuthi ukuguqulwa kwamandla kuzoba yisixazululo esiyingxube, konke esizohlomula kukho kunoma yikuphi ukutholwa noma ukutholwa kwezinqolobane ezijwayelekile zikawoyela negesi.Ngakho-ke, ku-slide 15, sibonise ama-tailwinds amathathu esicabanga ukuthi azoshintsha ukuziphatha kule minyaka eyishumi ezayo, kanye nendlela evamile yezinkampani zikahulumeni nezizimele zokusebenzisa izinketho ezizinzile.I-IEA kanye ne-Roadmap to Zero Emissions ibonisa ukuthi izibopho zesimo sezulu zanamuhla zizonciphisa ukukhishwa kwegesi ngama-20% kuphela ngo-2030, okudingekayo ukubeka umhlaba endleleni engenaziro ngo-2050.
Enye indlela yokucabanga ngakho ukuthi uma singaqali manje, cishe umhlaba ngeke usibambe ukuze sifinyelele le migomo, ngisho noma wenza konke okusemandleni akho ngemva kweminyaka eyishumi.Ngaphezu kwalokho, amazwe angama-90 amemezele iqanda elihlosiwe, elimele ama-78% e-GDP yomhlaba.Manje ama-82% e-GDP yomhlaba wonke aqhutshwa yi-CO2 kanti amazwe angama-32 anamasu e-hydrogen asekelwa uhulumeni.Uma kuqhathaniswa nonyaka odlule, ukukhula kwalezi zibalo kukhulu, okukhomba ukuthi umbono womhlaba ubheke entuthukweni eqhubekayo.Njengoba isikali nengqalasizinda yamandla avuselelekayo ikhula, siphinde sigxile kakhulu ku-pragmatism, sibe siqinisekisa ukusimama nokuhlala unomphela kwamandla.Igesi yemvelo inendima ebalulekile kulokhu.Umugqa wesithathu wesilayidi 16 ubalulekile.Lokhu kwenelisa isidingo esiphuthumayo samandla ngaphandle kokuphazamiseka noma ukuphazamiseka, futhi kwezinye izimo, ngokokuqala ngqa, ihlinzeka ngogesi kubantu nasezifundeni ezifana neNingizimu Afrika neNdiya.Isidingo samandla esimeme, kuhlanganiswe nesifiso sezixazululo ezihlanzekile nezinobungani kwemvelo, sizosizuzisa.
Ngakho-ke qhubekela ku-slide 16 emisebenzini engeyona eyemvelo ebesiyenza ezinyangeni eziyi-12 ezidlule nokuthi zisibeka kanjani kahle ngohlu lwethu olugcwele lwenqubo ehlanzekile nemishini ehlobene.Ngeke ngichithe isikhathi esiningi kulesi silayidi ngaphandle kokusho ukuthi ukuxhumana kwethu phakathi kokuhlanza, ugesi ohlanzekile, amanzi ahlanzekile, ukudla okuhlanzekile kanye nemboni ehlanzekile kusungulwe kahle futhi akudingi eminye imisebenzi ye-inorganic.Amakhasimende ethu angakhetha ohlwini lwethu olubanzi lwezinqubo namathuluzi, futhi ngaphandle kwe-molecule noma ubuchwepheshe.Ngakho, bangakhetha isixazululo esiphelele noma ingxenye emikhiqizweni yethu.Njengamanje sisesimweni esihle salolu shintsho ngenxa yokukhula okungezona izinto eziphilayo konyaka odlule okuphothulwe ngenani esikholelwa ukuthi linengqondo kakhulu.Ukuba nesixazululo sokugcina sekuqala ukusiza, futhi silindele ukuthi iqhubeke nokukhulisa ibhizinisi lethu lomkhiqizo wangokwezifiso wemajini aphezulu.Ngaphezu kwalokho, imisebenzi yokuhlanganisa ebhizinisini lethu elingelona elezinto eziphilayo isesimweni futhi silindele ukuthi izindleko zokuthengiselana nezihlobene nokuhlanganisa zehle ngo-2022.
Ukutholwa esikwenzile onyakeni odlule kuboniswe kusilayidi 17. Kunomthelela omkhulu ekusileleni kwethu emuva futhi kuzoqala ukugeleza ku-P&L ngendlela ephusile ngo-2022. Ukutholwa okune okuqedwe phakathi kuka-Okthoba ka-2020 noJuni ka-2021, kunenani eliphelele lokuthenga lama-oda ayizigidi eziyi-115 kanye nedethi yokuthenga engu-$105 wezigidi ezingu-$4. Ukutholwa esikwenzile onyakeni odlule kuboniswe kusilayidi 17. Kunomthelela omkhulu ekusileleni kwethu emuva futhi kuzoqala ukugeleza ku-P&L ngendlela ephusile ngo-2022. Ukutholwa okune okuqedwe phakathi kuka-Okthoba ka-2020 noJuni ka-2021, kunenani eliphelele lokuthenga lama-oda ayizigidi eziyi-115 kanye nedethi yokuthenga engu-$105 wezigidi ezingu-$4.Ukutholwa esikwenze ngonyaka odlule kuboniswa kusilayidi 17. Benza umnikelo obalulekile ebhukwini lethu le-oda futhi bazoqala ukuqashelwa ngenzuzo noma ukulahlekelwa ngendlela ephusile ngo-2022. Ukutholwa okune okuqedwe phakathi kuka-Okthoba 2020 noJuni 2021 kunentengo yokuthenga ehlanganisiwe engu-$105 wezigidigidi kuma-oda ayizigidi ezingu-17 kuwo wonke ama-oda awo avaliwe futhi bathole amadili abo amane.Ukuthola esikuqedile onyakeni odlule kuboniswa kusilayidi 17. Kulikhulisa kakhulu ibhuku lethu le-oda futhi kuzoqala ukuhamba kakhulu enzuzweni nasekulahlekeni ngo-2022. Ukutholwa okune kwaqedwa phakathi kuka-Okthoba 2020 noJuni 2021 ngenani eliphelele lokuthenga lezinkampani ezine ze-$105 wezigidi, nama-oda angaphezu kwezigidi ezingu-175 zama-oda afakiwe.Futhi, ekhoneni elingezansi kwesokunxele lesilayidi, ungabona amanye ama-synergies alezi zinhlanganisela.Ngithanda ukuveza ukuthi inhlanganisela ye-BlueInGreen, i-AdEdge ne-Chart ne-ChartWater ithole ukwesekwa okukhulu kusenesikhathi futhi njengoba ngike ngasho ngaphambili, lena ingxenye yethu yokukhula enganakwa kakhulu eminyakeni yamuva futhi ukuhlanzwa kwamanzi kuphambili.Isibonelo, i-AdEdge ithumele inyanga yayo yoku-oda ephezulu yango-2021 ngoSepthemba, inyanga yethu yokuqala yobunikazi.Selokhu sathola i-BlueInGreen ngoNovemba odlule, iminikelo ye-As-a-Service yokwelashwa kwamanzi nezicelo zezimboni ikhule ngo-62%.
Isilayidi 18 sibonisa umsebenzi wethu we-hydrogen, oqhubekile udlula lokho ebesikulindele ngezinombolo zama-oda angashintshi ngisho nangaphandle kwama-oda wempahla yokuxubha phakathi nekota.Kulo nyaka, sithole cishe amaRandi ayizigidi ezingu-200 kuma-oda ahlobene ne-hydrogen ezinyangeni eziyisishiyagalolunye.Siqophe amarekhodi okuthengiswa kwe-hydrogen, inzuzo yonke kanye nemali engenayo yokusebenza ngekota yesithathu, okuhambisana nokwethulwa kwethangi lethu eliwuketshezi le-onboard kanye nokwethulwa kwephampu yethu engu-1000 bar psi liquid hydrogen.intshi lekota isinikeze ukuzethemba futhi ingasivumela ukuthi sikhulise imakethe yethu ye-hydrogen ehlosiwe yesikhashana ezinyangeni/amakota azayo.Lolu ulwazi oluncane kodwa olubalulekile njengoba lukhombisa izinga lokunamathela uma kuqhathaniswa nezinyanga ezingu-12 ezedlule.Enye yezinhlamvu eziku-slide manje isilethiwe ngenxa yokuthi manje sinendlela eyingqayizivele yokusebenzisa i-hydrogen ukuze sizuze futhi singanciki ngokuphelele ku-hydrogen ngoba i-hydrogen iyona kuphela ewinile ekushintsheni kumandla.
Lokhu kuphinde kuqinisekiswe ukunikezwa kwethu kwamanje kweziphakamiso ezingaba khona zokuklama izitshalo zokucubungula i-hydrogen ezibiza cishe i-$ 1 billion kumakhasimende angaphezu kuka-325 namakhasimende angaba khona, nephuzu lesinqumo elilindelekile lamapayipi abiza ngaphezu kwezigidi ezingu-500 zamaRandi ngaphambi kokuphela kwekota yesithathu ka-2022..Ipayipi lihlanganisa ukunikezwa kwama-trailer angaphezu kuka-115, iziteshi zokugcwalisa ezingaba ngu-30 kanye nenqwaba yezinketho zokukhipha uketshezi kumakhasimende emhlabeni wonke okuhlanganisa iYurophu, iNyakatho Melika, iNingizimu Korea ne-Australia, okuhlanganisa ayisithupha esilindele ukuthi angase atholakale ezinyangeni eziyisithupha ezizayo.Ngekota yesithathu ka-2021, siphinde safaka i-oda elingu-$9.7 million lamathangi okugcina i-hydrogen ewuketshezi e-China.E-USA, futhi saqala ikota yesine nge-oda lokwakhiwa kwemishini yokuxutshwa kwe-hydrogen engama-30 t/d e-USA kanye ne-oda lephrojekthi eyimfihlo eNingizimu Korea.ukuthi kulezi zinyanga ezimbalwa ezedlule, ukusatshalaliswa kwethu ngokwezwe kwemisebenzi yokuthengwa kwe-hydrogen kuye kwanda kakhulu, okungazuzisi nje kuphela ukuthuthukiswa kwebhizinisi lethu.Futhi kuyinkomba enhle yokwamukelwa komhlaba wonke kwe-hydrogen.
Mayelana nama-trailer e-hydrogen, sinama-oda angaphambili angaphezu kuka-60 ezinyangeni eziyi-12 ezedlule futhi sathumela angu-7 ngoSepthemba, okuyisibonelo sokunwetshwa kwethu komthamo ngenani lama-trailer angu-52 ngonyaka, futhi sizoqhubeka nokusebenza kanzima.ngo-2022. Ukuphinda kabili lesi sikhundla ngonyaka.Ayanda amakhasimende ethu abheka i-hydrogen ewuketshezi njengesixazululo sokuthutha imithwalo esindayo, ukusuka emalolini ukuya ezitimeleni nasezindizeni.Isibonelo esisodwa yi-STOKE Space Technologies, sithenge i-hydrogen yabo phakathi nekota.Esinye isibonelo ukubambisana kwethu ne-Hyzon Motors ukuthuthukisa iloli elisindayo lekilasi lesi-8 elingamakhilomitha angu-1,000 lisebenzisa amathangi angaphakathi e-liquid hydrogen asanda kwethulwa.Isilayidi 19 sibonisa umsebenzi wokuthwebula ikhabhoni engxenyeni yesithathu, engicabanga ukuthi iyimbangela yokwanda okulindelekile komsebenzi wezohwebo we-CCUS esikhathini esizayo esiseduze.Ngasho ngonyaka odlule ukuthi ngicabanga ukuthi ukuthunjwa kwe-carbon kwakungangonyaka ngemuva kwe-hydrogen mayelana nomsebenzi wokuhweba, kodwa uma kunikezwe izinguquko ezihlukahlukene emakethe, kwavela ukuthi ukuthunjwa kwekhabhoni kwakuyizinyanga ezingu-18 ngemuva kwe-hydrogen.
Kodwa izehlakalo zale kota, okuhlanganisa ukusebenzisana kwethu ne-TECO 2030, Ionada kanye ne-FLSmidth, kuthinte izimakethe ezibalulekile lapho ukubanjwa kwekhabhoni kuzoba yingxenye ebalulekile yemizamo yayo yokuqeda ikhabhoni, okuhlanganisa ukuthutha, usimende, izimboni namandla.Siphinde futhi muva nje sithole isibonelelo sika-$5 million esivela eMnyangweni Wezamandla wase-US sobuchwepheshe bokuthwebula ikhabhoni lokushisa eliphansi le-SES ukuze sidizayine, sakhe, sithumele futhi siqhube inqubo yethu e-Central Plains Cement Company, inkampani ephethwe ngokuphelele ye-Eagle Materials, kanye nesikhungo sabo sikasimende eMissouri.Le phrojekthi izonweba uhlelo lwethu lwe-CCC lukwazi ukuthwala amathani angama-30 ngosuku futhi luphinde lubonise ukuthi uhlelo luthwebula ngaphezu kuka-95% CO2 emfudlaneni wegesi ephuma emlonyeni futhi lukhiqize umfudlana owuketshezi we-CO2 ngobumsulwa obungaphezu kuka-95%.Silindele ukuthi ubumsulwa empeleni bube ngaphezu kwama-99%.Okunye okubalulekile phakathi nekota ukuthi sithole i-oda lobuchwepheshe lemikhiqizo yethu yokubamba i-carbon evela enkampanini ekhiqiza izimboni ehweba esidlangalaleni ekhiqiza izinto zemboni yokwakha esindayo, kanye ne-oda lobuchwepheshe le-CCUS ne-KAUST eMpumalanga Ephakathi.
Ama-oda amabili onjiniyela kulindeleke ukuthi aguqulwe abe ama-oda aphelele ephrojekthi ye-CCS phakathi nezinyanga eziyi-12 ezizayo.Ekugcineni, ubuchwepheshe bethu bokuthwebula ikhabhoni be-SES baqashelwa njengesixazululo esiqhudelana kakhulu sokubanjwa kwekhabhoni ngabacwaningi be-MIT nabakwa-ExxonMobil futhi bathola izindleko zokukhiqiza usimende nokuthwebula i-CO2 kusetshenziswa ubuchwepheshe bethu be-CCC ukuba buphakame ngo-24% kunokukhiqiza usimende ngaphandle kokubanjwa kwe-CO2 nobunye ubuchwepheshe bokuthwebula ikhabhoni..izindleko zokukhiqiza usimende nokubamba i-CO2 ziphakeme ngo-38-134% kunezokukhiqiza usimende ngaphandle kokubanjwa kwe-CO2.Ngakho-ke, isiphetho sokugcina sale ngxoxo siwukuthi ngaphandle kokubanjwa kwekhabhoni nokugcinwa, okuhloswe ukuncishiswa kwekhabhoni ngo-2030 akunakufinyelelwa.Ngakho-ke hlala ubukele ukuze uthole ukukhula okwengeziwe kule makethe.Isihloko esibalulekile, sixoxe ngaso kafushane ocingweni lwe-Q2 P&L, kodwa ngizochitha isikhathi esiningi ngicacisa nge-LNG ngenxa yethemba esibe nalo emasontweni ambalwa edlule mayelana nesimemezelo esikhulu esizayo se-LNG.Futhi, njengoba ubona kusilayidi 20, iphothifoliyo yethu yezentengiso yamaphrojekthi angaba khona e-LNG nawo ayakhula.
Njengesikhumbuzo, sihlukanisa ibhizinisi le-LNG libe izingxenye ezintathu.Okokuqala, ingqalasizinda, okuhlanganisa amaloli, iziteshi zikaphethiloli, ezokuthutha, iziqukathi ze-ISO, i-LNG yesitimela.Owesibili amaphrojekthi amancane naphakathi kwabantu.Okwesithathu yi-LNG enkulu, esingayifaki ezibikezelweni zethu noma ekuqaguleni kwethu, kodwa sinama-oda angaba ngu-$1 bhiliyoni ngonyaka ozayo njengoba kwenziwa izinqumo zokugcina zokutshala izimali kulawa maphrojekthi.Ngenxa yalokhu, i-LNG ibekwe kahle emakethe ukuze isuke ezinkontilekeni zokunikezela ngempahla yesikhashana iye kusheshisa izinkontileka zokuhlinzeka ngempahla yesikhathi eside njengoba ibhalansi yokuhlinzeka nesidingo iqina.Ikakhulukazi, sibona lokhu kumaphrojekthi wezindawo zokuthumela ngaphandle ogwini lwe-US Gulf of Mexico.Silindele amatheminali amathathu amakhulu okuthumela i-LNG e-US Gulf Coast ukuthi ajoyine i-FID ngo-2022. Njengoba ngishilo, amabili kulawa maphrojekthi amathathu kulindeleke ukuthi athole ama-oda kithi engxenyeni yokuqala yalo nyaka.Alikho kulawa maphrojekthi alisabhukhiwe njengamanje futhi alikho kuwo elifakiwe esibikezelweni sethu sika-2022.Silindele ngokungaguqukiyo i-Venture Global Plaquemines Phase 1 (10Mtpa) ukuthi ishintshele ku-FID engxenyeni yokuqala yonyaka, futhi siphawule engikushilo ngokugodlayo.
Siphinde silindele ukuthi iphrojekthi iqukethe ngaphezu kwezigidi ezingu-135 zamaRandi kokuqukethwe okuyingcaca.Ngekota yesithathu, i-VG kanye ne-Polish Oil and Gas Co bangene esivumelwaneni lapho i-PGNiG izothenga amathani engeziwe angu-2 million kwaVenture Global eminyakeni engu-20.Ngomthamo wokukhiqiza waminyaka yonke wamathani ayizigidi eziyi-11, silindele isigaba sokuqala sephrojekthi ye-Tellurian Driftwood ukuthi sihlanganise imali engaphezu kwezigidi ezingu-350 zamaRandi eshadini.Basayine isivumelwano sokuthengisa nokuthenga nabakwaShell engxenyeni yesithathu, okuholele ekuphothulweni kokuthengiswa kwe-LNG kwezitshalo ezimbili zokuqala, futhi bahlose ukuqala ukwakhiwa ekuqaleni kuka-2022. Silindele ukuthi iphrojekthi ye-Cheniere Corpus Christi Phase III ifake ngaphezu kwezigidi ezingu-$375 kumashejuli amenyezelwe ngesonto eledlule futhi i-ENN LNG ivumile ukuthenga cishe amathani angu-900,000 we-LNG ngonyaka.Lokhu kuphawula enye ingqopha-mlando kwinkontileka yethu yesikhathi eside yomthamo wethu we-LNG ngokulindela iSigaba sesi-3 se-FID eCorpus Christi ngonyaka ozayo, kusho u-Schenier.Uhlobo lwesibili lwe-LNG lusezingeni elincane.
Sinama-LOI amabili wamaphrojekthi angakabhukhwa, futhi lokho kuyinqwaba yokucabanga kwethu kwango-2022 njengoba ukubonile ohambeni.Le miklamo isebenza kumaphrojekthi esikali esisetshenziswa e-Eagle Jacksonville, eFlorida naseNew England.Iphrojekthi yaseNew England ilinde ukugunyazwa koMkhandlu Wedolobha.Kukholakali kukodwa nje ukuthi ibhodi belibeka lokhu ohlwini lwemihlangano kulezi zinyanga ezimbalwa ezedlule, kodwa alinaso isikhathi sale mihlangano.Kodwa sithemba ukuthi izogunyazwa emhlanganweni webhodi wanamuhla, futhi silindele isaziso maduzane ngemva kwalokho.Okokugcina, esigabeni sengqalasizinda, siyaqhubeka nokubona ukukhula kwamarekhodi emalolini amathangi e-LNG, iziqukathi ze-ISO nezinye izinto zokusebenza ezihlobene.Ekupheleni kukaSepthemba, sithole i-oda lokuthenga i-LNG elingu-$19 wezigidi zochungechunge lwezimoto zamathenda, i-oda lethu lokuthenga lesibili eminyakeni eminingi.Ama-oda wamathangi ezimoto e-LNG ahlala eqinile engxenyeni yesithathu ka-2021, edlula amaRandi ayizigidi ezingu-33, okwenza ama-oda aphuma unyaka ka-2021 angaba izigidi ezingu-105 zamaRandi ngaphezu kwanoma yimuphi unyaka ogcwele emlandweni wethu, okuhlanganisa nama-oda amasha amakhasimende ePoland naseNdiya., Ibonisa ukwamukelwa okukhulu kwe-LNG njengophethiloli ngesikhathi sokushintsha kwamandla.
Ekugcineni, njengengxenye yezinhlelo zokushintsha imikhumbi emibili yase-US iye ekuqhutshweni kwegesi ye-LNG ezindaweni ezizayo, sithole ucwaningo lobunjiniyela lwabanikazi bemikhumbi baseMelika.
Kusukela ngomhla ka-30 Septhemba 2021, isilinganiso sethu siphelele sasingu-2.99.Njengoba kuboniswe ohlangothini lwesobunxele lwesilayidi 22, savala ukufakwa kabusha kwezimali ngo-Okthoba 18, 2021, okwathuthukisa imigomo, sakhuphula umthamo, sanweba ukuvuthwa kwamathuluzi ethu, futhi sehlisa nezindleko.Le volver esimeme engu-$1 bhiliyoni ikhulise umthamo wethu wokuboleka ivolovolo isuka ku-$83 million yaya ku-$430 million ngokususa isilinganiso esincane sokuboleka samadola samaphoyinti angu-50, yonga cishe amaRandi ayizigidi ezingu-2.3 ngonyaka emazingeni okuboleka amanje, nangokususa umthetho wokuqongelela imali emikhawulweni ehlobene ne-COVID..Ngokokuqala ngqa emlandweni wethu, siyahambisana futhi sihlanganisa umkhiqizo wokuzinza ethuluzini lethu lezikweletu, kanye nokwehliswa okwengeziwe kwezindleko okuhambisana nokunciphisa kwethu amandla okuphuma kwesisi esibamba ukushisa eminyakeni emihlanu ezayo.Imigomo ihlobene ngokuqondile.Ukunikezwa kuhloswe ku-150% weqembu lethu lamabhange elizihlosile lika-100% lika-$1 bhiliyoni.
Okokugcina, ungabona ukuqashelwa okuthile kwezenzo zethu ze-ESG kusilayidi 23, okuhlanganisa ukuqaphela i-Gastech njengoMqhudelwane Wonyaka Wokunciphisa Ukukhishwa Kwezimo Ezingcolile kule kota, kanye nokuba owokugcina esigabeni sama-Gastech Awards ezinhlangano ezimele ukuhlukahluka nokufakwa. Futhi ngenyanga edlule, siqokwe njengowokugcina emiklomelweni ye-S&P Global Platts Energy ngokubophezeleka komphakathi. Futhi ngenyanga edlule, siqokwe njengowokugcina emiklomelweni ye-S&P Global Platts Energy ngokubophezeleka komphakathi. I-S&P Global Platts Energy ikhokha kakhulu imali ekhokhwayo ukuze ikhokhelwe. Futhi ngenyanga edlule, saba abaphumelele Umklomelo we-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 I-S&P Global Platts Energy за корпоративную социальную ответственность. Futhi ngenyanga edlule, sifakwe ohlwini lwabazongenela umklomelo we-S&P Global Platts Energy Corporate Social Responsibility Award.Sobabili noJill sithanda ukuthatha isikhashana kule ndawo eyinselele enkulu ukubonga amalungu ethimba lethu ngokuhlala egxilile, enze ngokushesha izenzo ezihlukahlukene zokubuyisela izindleko, nokuqhubeka nokukhiqiza iphothifoliyo yethu eyingqayizivele yezixazululo nezithakazelo ezisimeme kanye nezidingo zamangqamuzana.- Imikhiqizo yokungaziwa.
[Imiyalo Ye-opharetha] Umbuzo wethu wokuqala uvela ku-Ben Nolan wase-Stifel.Ulayini wakho usuvuliwe.
Ngokushesha hlanganisa lezi ezimbili lapha.Bese uyiphendule.Okokuqala, kufanele isheshe.Esigabeni sesi-3 se-Corpus Christi, ingabe leyo nombolo inkulu kunangaphambili ngokokuqukethwe kwakho?Kubonakala kunjalo.Ngiyafisa ukwazi uma kukhona okunye okuqukethwe okungadayiswa.Kodwa-ke, omunye umbuzo wawunendikimba eyengeziwe futhi kusobala ukuthi kwakuyikota enzima.Kunezinto obungazilindele, futhi akekho obelindele ukuthi zizoba nomthelela lapha.Kepha uma ngibheka [udaba lwakho lwezobuchwepheshe] luka-2022, ngizama nje ukuthola ukuthi yini ekhona engingayenza.Futhi - ucabangani, yebo - uma into eyenzekayo nakanjani, ingahambi njengoba bekuhleliwe, uma isikhala esanele esifundazweni sakho sicatshangelwe?
Kulungile, ngiyabonga Ben.Ngakho-ke ake ngethule impendulo yokuqala kuSigaba III se-Corpus Christi.Le nombolo ingaphezulu kunangaphambili.Ngingathanda futhi ukusho ukuthi kungokokuqala ngqa lokhu kwenzeka, okufaka ukuzethemba kwami ​​​​kokuthi bonke abaqhubi abafanelekile bamaphrojekthi amathathu engiwachaze ku-Big LNG banelisekile ukuthi sikhulula izinga lokuqukethwe esililindele esizindeni somphakathi..Ngakho kuhle.Futhi-ke, ukuphendula umbuzo wakho ngokuqondile, kukhona okunye, njalo ngendlela la maphrojekthi asebenza ngayo, umsebenzi oqhubekayo ngemuva phakathi kwe-EPC, opharetha kanye neGrafu, ezungeze isakhiwo, ukuthi bekuzobukeka kanjani, yiziphi izingxenye ezihambisanayo..
Ngakho-ke kukhona ushintsho esikalini oluhlotshaniswayo olube nenzuzo enkulu kithi, futhi ukuphawula kokwenza amanani kabusha nokubeka kabusha amanani alula uma kubhekwa isimo esishintshayo se-macro.Ngakho-ke lezi ezimbili zingamandla aqhuba ukwanda kokuqukethwe kwale phrojekthi ethile.Bese-ke, embuzweni ka-2022, phansi komhlahlandlela kwakhiwe egumbini lokunyakazisa olichazayo.Sikholelwa ukuthi ukuthengisa kusatshalaliswa ngokulinganayo unyaka wonke.Futhi usadonsa amamajini ngekota yokuqala futhi uba ngcono ngekota yesibili.Siziqonda kahle lezi zindlela - ukunensa esilahlekelwayo.Sidale igumbi lokunyakazisa kancane emaphethelweni engxenye yokuqala emqondweni wethu njengoba siqeda ibanga ngokuzethemba.Futhi, asinikezi izincomo njalo ngekota, ngakho-ke uma noma ubani engibuza ngakho.
Kodwa sicabanga ngakho ngale ndlela: uma sibheka imininingwane yokusalela emuva kwethu engxenyeni yokuqala ka-2022, ingxenye enkulu yokusalela emuva kwethu imikhiqizo ekhethekile nezixazululo zamathangi efriji.Esikhaleni esizinikezele, sibona ukuguquguquka okuningi mayelana namazinga omkhawulo angashintshi.Futhi-ke, njengoba u-Brinkman esanda kubeka amazwana, ezinye izigaba nezingxenye zokukhethekile zethu zazishesha kakhulu ekubhukheni nasekuthumeleni futhi zihambisana nezintengo/inani.Bese kuthi-ke, esinqumweni sethangi lesiqandisi, ku-backlog engxenyeni yokuqala, sinengxenye enkulu ku-EMEA, lapho kukhona indlela eqinile yokudlulisa le ntengo.Ngakho lezo zinto ezimbili zisinika umbono omuhle ngesigamu sokuqala.Kepha ngicabanga ukuthi ukusatshalaliswa kungaphezulu kakhulu kulo nyaka kunango-2021, amamajini athuthuka ukusuka ku-Q4 kuye ku-Q1, Q1 kuye ku-Q2 nangaphansi kwalolo hlu.