Nkhani - Occidental Petroleum (OXY) Q2 2022 Earnings Conference Call Transcript
nkhani

nkhani

The Motley Fool idakhazikitsidwa mu 1993 ndi abale Tom ndi David Gardner, The Motley Fool imathandiza anthu mamiliyoni ambiri kupeza ufulu wazachuma kudzera pa webusayiti yathu, ma podcasts, mabuku, makolamu anyuzi, mawayilesi ndi ntchito zoyika ndalama zamtengo wapatali.
The Motley Fool idakhazikitsidwa mu 1993 ndi abale Tom ndi David Gardner, The Motley Fool imathandiza anthu mamiliyoni ambiri kupeza ufulu wazachuma kudzera pa webusayiti yathu, ma podcasts, mabuku, makolamu anyuzi, mawayilesi ndi ntchito zoyika ndalama zamtengo wapatali.
Mukuwerenga nkhani yaulere yokhala ndi malingaliro omwe angasiyane ndi ntchito yoyika ndalama kwambiri ya The Motley Fool. Khalani membala wa Motley Fool lero ndikupeza mwayi wopeza malingaliro athu apamwamba a akatswiri, kafukufuku wozama, zothandizira ndalama ndi zina zambiri.phunzirani zambiri
Masana abwino, ndikukulandirani ku Occidental Petroleum's Second Quarter 2022 Earnings Conference Call.[Malangizo Oyendetsa] Chonde dziwani kuti chochitikachi chikujambulidwa.Ndikufuna tsopano kupereka msonkhano kwa Jeff Alvarez, Wachiwiri kwa Wachiwiri kwa Investor Relations.chonde pitirizani.
Zikomo, Jason. Masana abwino nonse, ndipo zikomo chifukwa cholowa nawo msonkhano wa Occidental Petroleum wa Q2 2022. Pakuyitana kwathu lero ndi Vicki Hollub, Purezidenti ndi CEO, Rob Peterson, Wachiwiri kwa Purezidenti ndi Chief Financial Officer, ndi Richard Jackson, Purezidenti, US Onshore Resources ndi Carbon Management Operations.
Madzulo ano, tikhala tikulozera za zithunzi zochokera ku gawo la Investor la webusayiti yathu. Ulalikiwu ukuphatikizanso chenjezo pa Slide Yachiwiri zokhudzana ndi zomwe zidzachitike pa msonkhano wa masana ano. Tsopano ndipereka kuyitanidwa kwa Vicki .Vicky, chonde pitirira.
Zikomo Jeff komanso m'mawa kapena masana nonse. Tinachita bwino kwambiri m'gawo lachiwiri pamene tinamaliza zolinga zathu zochepetsera ngongole zomwe zinali pafupi ndi nthawi yathu ndikuyambitsa pulogalamu yathu yowombolanso magawo. Kumayambiriro kwa chaka chino, tinakhala ndi cholinga chapafupi chobwezera. Ngongole zomwe tidatseka mwezi wa Meyi zidapangitsa kuti ngongole zathu zonse zomwe tabweza chaka chino zipitirire $8 biliyoni, kupitilira cholinga chathu mwachangu. Liwiro kuposa momwe tinkayembekezera poyamba.
Pokwaniritsa zolinga zathu zochepetsera ngongole zomwe zatsala pang'ono kutha, tinayambitsa pulogalamu yowombolanso magawo okwana $3 biliyoni m'gawo lachiŵiri ndipo tagulanso zinthu zopitirira $1.1 biliyoni. , monga momwe tagawira ndalama zaulere makamaka kubweza ngongole m'zaka zingapo zapitazi. Zoyesayesa zathu zowongola ndalama zathu zikupitilirabe, koma njira yathu yochepetsera ndalama yafika pamlingo womwe cholinga chathu Madzulo ano, ndipereka gawo lotsatira la ndondomeko yobwezera masheya ndi zotsatira za kagwiritsidwe ntchito ka gawo lachiwiri.
Rob adzapereka zotsatira zathu zachuma komanso upangiri wathu wosinthidwa, womwe umaphatikizapo kuwonjezera ku chitsogozo chathu cha chaka chonse cha OxyChem. Yambani ndi ndondomeko yathu yobwezera omwe ali nawo. , imatithandiza kuonjezera kuchuluka kwa ndalama zomwe zabwezedwa kwa eni ake. Poganizira zomwe tikuyembekezera pamtengo wamtengo wapatali, tikuyembekeza kugulanso ndalama zokwana madola 3 biliyoni ndikuchepetsa ngongole zonse mpaka kumapeto kwa zaka zapakati pa khumi. chaka.
Tikamaliza pulogalamu yathu yowombolanso magawo okwana $3 biliyoni ndikuchepetsa ngongole yathu mpaka zaka zapakati pa 15, tikufuna kupitiliza kubweza ndalama kwa omwe ali ndi masheya mu 2023 kudzera mugawo lokhazikika la $40 WTI co-dividend ndi pulogalamu yaukali yowombola magawo .Kupita patsogolo komwe tapanga pochepetsa malipiro a chiwongoladzanja kupyolera mu kuchepetsa ngongole, kuphatikizapo kuyang'anira chiwerengero cha masheya omwe atsala, zidzathandiza kuti gawo lathu likhale lokhazikika komanso kutilola kuti tiwonjezere. gawo lathu logawana m'nthawi yake.Ngakhale tikuyembekezera kuti kuwonjezereka kwa magawo amtsogolo kudzakhala kwapang'onopang'ono komanso kwatanthauzo, sitikuyembekezera kuti zopindula zidzabwereranso paziwongola zawo zakale.Poganizira za kubwezera ndalama kwa eni ake, chaka chamawa tikhoza kubwezera ndalama zoposa $4 pagawo lililonse. kwa omwe ali nawo wamba m'miyezi 12 yapitayi.
Kufikira ndi kusunga zobwerera kwa eni masheya wamba pamwamba pa gawoli kudzafuna kuti tiyambe kuwombola masheya omwe amakonda kwinaku tikubweza ndalama zina kwa eni masheya wamba. chachiwiri, ngati titayamba kuwombola katundu wokondeka, sizitanthauza kuchuluka kwa zobweza kwa eni ake wamba, monga momwe ndalama zidzakhalira. pitilizani kubwezeredwa kwa omwe ali ndi katundu wamba kuposa $4 pagawo lililonse.
Mu kotala yachiwiri, tidapanga ndalama zaulere zokwana $4.2 biliyoni tisanagwire ntchito, ndalama zathu zaulere zokwera kotala kotala mpaka pano.Mabizinesi athu onse akuyenda bwino, ndi ntchito yathu yopitilira kupanga pafupifupi migolo 1.1 miliyoni yamafuta ofanana patsiku, kugwirizana ndi pakati pa chitsogozo chathu, ndi ndalama zonse zamakampani zomwe zimagwiritsidwa ntchito pa $972 miliyoni. OxyChem inanena kuti yapeza ndalama zotsatizana zachinayi, ndi EBIT ya $800 miliyoni, pamene bizinesi ikupitiriza kupindula ndi mitengo yamtengo wapatali ndi kufunikira kwa misika ya caustic, chlorine ndi PVC.Kota yapitayi, tidawunikira mphoto za OxyChem's Responsible Care and Facility Safety kuchokera ku American Chemistry Council.
M'mwezi wa Meyi, dipatimenti yowona za mphamvu ya ku United States idatcha OxyChem yemwe adalandira Mphotho Yabwino Kwambiri Yochita Zabwino, yomwe imazindikira makampani chifukwa chakuchita bwino komanso kutsogola kwamakampani pakuwongolera mphamvu. pulogalamu yomwe idapangitsa kusintha kwazinthu zomwe zimapulumutsa mphamvu ndikuchepetsa kutulutsa mpweya wa carbon dioxide ndi matani 7,000 metric pachaka.
Ndizochita zonga izi zomwe zimandipangitsa kukhala wonyada kulengeza zamakono ndi kukulitsa kwa chomera chofunikira ku OxyChem, chomwe tidzakambirana mwatsatanetsatane pambuyo pake.Tembenukira ku mafuta ndi gasi.Ndikufuna kuyamika gulu la Gulf of Mexico kukondwerera kupanga mafuta oyambirira kuchokera kumunda wa Horn Mountain West womwe unangopezedwa kumene.
Ntchitoyi idamalizidwa ndi bajeti komanso miyezi itatu isanakwane. The Horn Mountain West tie-back ikuyembekezeka kuwonjezera migolo pafupifupi 30,000 yamafuta patsiku ndipo ndi chitsanzo chabwino cha momwe timagwiritsira ntchito chuma chathu ndi ukadaulo wathu kuti tibweretse. kupanga kwatsopano pa intaneti m'njira yabwino kwambiri. Ndikufunanso kuyamika magulu athu a Al Hosn ndi Oman. Monga gawo la kusintha komwe anakonza m'gawo loyamba, Al Hosn idakwanitsa kupanga posachedwapa. mbiri pambuyo pa kutsekedwa kwake koyamba kwa mbewu zonse.
Gulu la Oxy la ku Oman linakondwerera kupanga tsiku lililonse ku Block 9 kumpoto kwa Oman, komwe Oxy yakhala ikugwira ntchito kuyambira 1984. .Tikugwiritsanso ntchito mwachidwi mwayi wogwiritsa ntchito chuma chathu chachikulu ku United States.
Titalengeza za mgwirizano wathu wa Midland Basin ndi EcoPetrol mu 2019, ndinanena kuti ndife okondwa kugwira ntchito ndi m'modzi mwa ochita bwino kwambiri komanso akale kwambiri. ndalama zochokera ku Midland Basin ndi ndalama zochepa. Tili ndi mwayi wogwira ntchito ndi anzathu omwe ali ndi luso lambiri ndikugawana masomphenya athu a nthawi yayitali. Chifukwa chiyani ndili wokondwa kulengeza m'mawa uno kuti Oxy ndi EcoPetrol agwirizana kulimbikitsa mgwirizano wathu ku Midland Basin ndikukulitsa mgwirizano wathu kuti ukwaniritse pafupifupi maekala 20,000 ku Delaware Basin.
Izi zikuphatikizapo maekala 17,000 ku Delaware, Texas, omwe tidzagwiritse ntchito popanga zomangamanga.Ku Midland Basin, Oxy idzapindula ndi mwayi wopitilira chitukuko, kukulitsa ndalama kudzera mu gawo loyamba la 2025 kuti titseke mgwirizanowu.Mu Delaware Basin, tili ndi mwayi wopititsa patsogolo malo abwino kwambiri mu mapulani athu achitukuko pomwe tikupindula ndi ndalama zowonjezera zofikira 75%. katundu wogwirizana.
Mwezi watha, tinalowa mgwirizano watsopano wogawana nawo zaka 25 ndi Sonatrach ku Algeria, womwe udzaphatikiza malayisensi omwe alipo Oxy kukhala mgwirizano umodzi. onjezerani nkhokwe ndikupitiriza kupanga chuma chochepa chochepa chopanga ndalama ndi mabwenzi a nthawi yaitali. OxyChem, tikuwona mwayi wapadera wokulitsa zomwe OxyChem amapeza m'tsogolo komanso kuthekera kopanga ndalama poika ndalama m'mapulojekiti obweza ndalama zambiri. - ukadaulo wa membrane.
Ndine wokondwa kulengeza kuti malo athu omenyera nkhondo, omwe ali pafupi ndi Houston Ship Channel ku Deer Park, Texas, ndi amodzi mwa malo omwe tikhala akuwongolera. .Pulojekitiyi idakhazikitsidwa mwanjira ina kuti ikwaniritse zofuna za makasitomala a chlorine, zotumphukira za chlorine ndi magiredi ena a caustic soda, omwe titha kupanga pogwiritsa ntchito matekinoloje atsopano.Idzatsogoleranso kuonjezera mphamvu zonse ziwiri.
Ntchitoyi ikuyembekezeka kuonjezera kuyenda kwa ndalama mwa kuwongolera malire a phindu ndikuwonjezera kuchuluka kwa zinthu, ndikuchepetsa mphamvu zamagetsi zomwe zimapangidwa. -nthawi ya chaka.Panthawi yomanga, ntchito zomwe zilipo zikuyembekezeka kupitilizabe ngati zanthawi zonse, ndikuwongolera komwe kukuyembekezeka mu 2026. ndi zotengedwa mkati kuti zidye kuchuluka kwa chlorine ndi ma caustic volumes zidzapangidwa pamene mphamvu yatsopano ibwera pa intaneti.
Ntchito ya Battleground ndi ndalama zathu zoyamba zazikulu ku OxyChem kuyambira pamene tinamanga ndi kutsirizitsa chomera cha ethylene cracker 4CPe mu 2017. Pulojekitiyi yobweretsera ndalama zambiri ndi imodzi mwa mwayi wowonjezera ndalama za OxyChem pazaka zingapo zikubwerazi. Tikuchita maphunziro ofanana a FEED pazinthu zina za chlor-alkali ndipo tikukonzekera kuyankhulana ndi zotsatira zake zikamaliza. Tsopano ndipereka kuyitanidwa kwa Rob, yemwe adza mwachidule za zotsatira zathu za kotala yachiwiri ndi chitsogozo.
Zikomo, Vicky, ndi masana abwino. Mu kotala yachiwiri, phindu lathu linakhalabe lolimba ndipo tinapanga mbiri yaulere yandalama. Tinalengeza zopindula zosinthidwa pa gawo lochepetsedwa la $ 3.16 ndipo tinanena kuti timapeza zochepetsedwa pa gawo lililonse la $ 3.47, kusiyana pakati pa manambala awiriwa. makamaka chifukwa cha zopindula kuchokera kubweza ngongole msanga komanso kusintha kwabwino kwa msika. Ndife okondwa kuti titha kugawa ndalama zoguliranso magawo mgawo lachiwiri.
Mpaka pano, kuyambira Lolemba, August 1, tagula magawo oposa 18 miliyoni pafupifupi $ 1.1 biliyoni, mtengo wamtengo wapatali wocheperapo $ 60 pagawo. Zochita zonsezo zinali pafupifupi 4.4 miliyoni, zomwe 11.5 miliyoni - 111.5 miliyoni zinali zabwino kwambiri. zoperekedwa mu 2020, ndalama zomwe talandira zidzagwiritsidwa ntchito powombolanso magawo kuti achepetse kuchepa kwa eni ake amasheya wamba. Monga momwe Vicki adanenera, tili okondwa kulimbikitsa ndi kukulitsa ubale wathu ndi EcoPetrol ku Permian Basin.
Kusintha kwa JV kumatseka gawo lachiwiri ndi tsiku logwira ntchito la Januware 1, 2022. Kuti tiwonjezere mwayiwu, tikufuna kuwonjezera njira ina kumapeto kwa chaka kuti tithandizire ntchito zachitukuko chogwirizana ku Delaware Basin. Ntchito yowonjezera ndi sizikuyembekezeka kuwonjezera chilichonse mpaka 2023, popeza chitsime choyamba cha Delaware sichidzabwera pa intaneti mpaka chaka chamawa. sizikuyembekezeka kukhala ndi phindu lililonse pa bajeti yathu yayikulu ya chaka chino.
Tikuyembekeza kuti Delaware JV ndi Midland JV yowonjezereka itilola kusunga kapena kuchepetsa kuchulukitsitsa kwa ndalama za Permian kupitilira 2023. Tidzapereka zambiri tikapereka malangizo opanga 2023. chitsogozo pang'ono potengera tsiku logwira ntchito la 1/1/22 komanso kusamutsa zokonda zokhudzana ndi ntchito kwa ogwirizana nawo ku Midland. Basin.Kuwonjezapo, tikusamutsanso zina mwa ndalama zomwe zidaperekedwa ku OBO chaka chino ku katundu wathu wa Permian.
Kugawidwanso kwa ntchito zazikuluzikulu kudzapereka chitsimikiziro chowonjezereka pakubweretsa kwathu chakumadzulo mu theka lachiwiri la 2022 ndi koyambirira kwa 2023, komanso kupereka zobweza zabwino kwambiri chifukwa cha kuchuluka kwathu komanso kuwongolera mtengo. mu 2022 chifukwa chakusamuka kwa ntchito mu theka lachiwiri la chaka, phindu la kupanga zinthu zomwe timagwirira ntchito zikuyembekezeka kubweretsa zotsatira zamphamvu zachuma kupita. Patsogolo.Zochitika zosinthidwa muzowonjezera za lipoti lazopeza zikuwonetsa kusinthaku.Kusamutsidwa kwa likulu la OBO, kuphatikiza kusamutsidwa kwa zokonda zogwirira ntchito mu mgwirizano, ndi zovuta zosiyanasiyana zogwirira ntchito zomwe zatsala pang'ono kutha kwadzetsa kutsika pang'ono kwanthawi zonse. -chaka Permian kupanga malangizo.
Kuwonongeka kwa magwiridwe antchito kumakhudzana makamaka ndi zovuta zamagulu ena monga kusokonezeka kwamagetsi otsika pamafuta athu a EOR ndi kusokoneza kwina kosakonzekera ndi anthu ena. ku Rockies ndi Gulf of Mexico. Pomaliza, tikuwona kuti zotulutsa zathu za Permian zimakhalabe zamphamvu kwambiri, ndi malangizo athu opangira gawo lachinayi la 2022 ikuwonjezeka pafupifupi 100,000 BOE patsiku poyerekeza ndi gawo lachinayi la 2021. Tikuyembekeza kuti kupanga pafupifupi pafupifupi 1.2 miliyoni boe patsiku mu theka lachiwiri la 2022, kwambiri kuposa theka loyamba.
Kupanga kwapamwamba mu theka lachiwiri kwakhala zotsatira zoyembekezeredwa za ndondomeko yathu ya 2022, mwa zina chifukwa cha ntchito zowonongeka ndi kusintha kokonzekera mu gawo loyamba.Upangiri wamakampani pagawo lachitatu umaphatikizapo kukula kwa Permian, koma kumatenga poganizira za kuthekera kwa kusintha kwa nyengo ku Gulf of Mexico, kuphatikizira kutsika kwapampando wachitatu komanso kuchepa kwa kupanga ku Rockies pamene tikusamutsira zida ku Permian.Bajeti yathu yayikulu kuti ikwaniritse chaka chimakhalabe chimodzimodzi.Koma monga ndanenera pa foni yapitayi, tikuyembekeza kuti ndalama zogwiritsira ntchito ndalama zikhale pafupi ndi mapeto apamwamba a $ 3.9 biliyoni mpaka $ 4.3 biliyoni.
Madera ena omwe timagwira ntchito, makamaka chigawo cha Permian, akupitirizabe kukumana ndi mavuto okwera mtengo kuposa ena. Kuti tithandizire ntchito mpaka chaka cha 2023 ndi kuthana ndi vuto la kukwera kwa mitengo, tikugawanso $200 miliyoni ku Permian. Bajeti ikukulitsidwa moyenerera kuti ikwaniritse dongosolo lathu la 2022, popeza ndalama zowonjezera mu Permian zidzatengedwa kuchokera kuzinthu zina zomwe zitha kupanga. Tinakweza chiwongolero chathu chazaka zonse zapanyumba kufika $8.50 pa mbiya yamafuta ofanana makamaka chifukwa cha kuchuluka kwa ntchito ndi mphamvu zomwe timayembekezera, makamaka mu Permian, ndikupitilira mitengo mu EOR pazachuma chathu. WTI Index CO2 kugula makontrakitala Upward pressure bizinesi.
OxyChem idapitilirabe kuchita bwino, ndipo tidakweza chitsogozo chathu chazaka zonse kuti tiwonetse gawo lachiwiri lamphamvu komanso theka lachiwiri labwinoko kuposa momwe timayembekezera. milingo yamakono chifukwa cha zovuta za inflation, ndipo tikuyembekeza kuti gawo lachitatu ndi lachinayi likhale lolimba ndi miyezo yakale.
Ngongole yonse kapena kutuluka kwandalama komwe kumafunikira kuti mugulitse ma swapswa ndi pafupifupi $100 miliyoni pamlingo wapano wa chiwongola dzanja.Kota yapitayi, ndidanena kuti ndi WTI pafupifupi $90 mbiya mu 2022, tinkayembekezera kulipira pafupifupi $600 miliyoni m'misonkho yandalama yaku US. Mitengo yamafuta ikupitilirabe kukhalabe yamphamvu, ndikupangitsa kuti mtengo wapachaka wa WTI ukhale wokwera kwambiri.
Ngati WTI imakhala $100 mu 2022, tikuyembekeza kulipira pafupifupi $ 1.2 biliyoni m'misonkho ya federal ku US. Monga momwe Vicki adanena, chaka mpaka pano, tinalipira ngongole pafupifupi $ 8.1 biliyoni, kuphatikizapo $ 4.8 biliyoni mgawo lachiwiri, kupitirira pafupi -Cholinga chanthawi yayitali cholipira ndalama zokwana $5 biliyoni chaka chino. Tapita patsogolo kwambiri ku cholinga chathu chapakati chochepetsera ngongole zonse za achinyamata.
Tinayamba kugulanso masheya m'gawo lachiwiri kuti tipititse patsogolo ndondomeko yathu yobwezera masheya monga gawo la kudzipereka kwathu kubwezera ndalama zambiri kwa omwe ali ndi masheya. Tidzapitirizabe kuona kubweza ngongole mwamwayi, ndipo titha kubweza ngongole nthawi yomweyo ngati tikuwombolanso masheya. Tikufuna kugawira ndalama zaulere kuti tichepetse mtengo wangongole za achinyamata, zomwe tikukhulupirira kuti zithandizira kuti tibwererenso kugulu lazachuma.
Tikafika pamenepa, tikufuna kuchepetsa chilimbikitso chathu chopereka ndalama zaulere mwa kuphatikiza mapulojekiti oyambilira pazofunikira zathu zoyendetsera ndalama, makamaka pochepetsa ngongole. Mabungwe onse atatu akuluakulu omwe amayang'anira ngongole zathu amawerengera ngongole yathu mocheperapo kuposa momwe amagulitsira, ndi malingaliro abwino kuchokera ku Moody's ndi Fitch.
Pakapita nthawi, tikufuna kukhalabe ndi mwayi wanthawi yayitali pafupifupi 1x ngongole / EBITDA kapena pansi pa $ 15 biliyoni. Tikukhulupirira kuti kuchuluka kwamphamvu kumeneku kudzagwirizana ndi momwe timagwirira ntchito pamene tikuwongolera kubweza kwathu pazachuma kwinaku tikulimbitsa luso lathu lobwezera ndalama kwa eni ake onse. The commodity cycle.Ndidzabwezeranso kuyimba kwa Vicki.
Hei masana abwino guys. Zikomo poyankha funso langa. Ndiye, kodi mungalankhule za kusintha kosiyanasiyana mu malangizo a capex? Ndikudziwa kuti munakweza chiwerengero cha Permian, koma chiwerengerocho sichinasinthe. Ndiye, kodi gwero la ndalamazo linali chiyani? Kenako kuyang'ana koyambirira kwa magawo ena amphamvu a FID yatsopano ya Chems ya chaka chamawa, kenako kusintha kwa EcoPetrol? Chilichonse chomwe mungatipatse chaka chamawa chingathandize.
Ndilola Richard kuti afotokoze zosintha za capex kenako ndikutsatiranso gawo lina la funsolo.
John, uyu ndi Richard.Inde, pali mbali zina zosuntha tikayang'ana kumtunda ku US.M'malingaliro athu, zinthu zingapo zidachitika chaka chino.
Ndikuganiza, choyamba, kuchokera ku OBO, tinkaganiza kuti pali mphero mu ndondomeko yopangira.Kumayambiriro kwa chaka, kunakhala pang'onopang'ono popereka.Choncho tikupitiriza kuchitapo kanthu kuti tipeze ndalama zina m'ntchito zathu, zomwe zimapanga chinachake.Chomwe, chimatetezera mphero yopangira kwa ife, koma imawonjezeranso zinthu ku theka lachiwiri, kutipatsa kupitirizabe mu theka lachiwiri.
Timakonda zomwe timachita.Monga momwe Rob adanenera mu ndemanga yake, awa ndi mapulojekiti abwino kwambiri obweza ndalama.Choncho ndikusuntha kwabwino.Ndiyeno, kupeza zida ndi ma fracking cores koyambirira kwa chaka zidatithandiza kwambiri kuthana ndi kukwera kwa mitengo. ndi kukonza nthawi yogwirira ntchito yathu pamene tinkapereka chiwonjezeko mu theka lachiwiri la chaka.
Gawo lina, kotero sitepe yachiwiri kwenikweni ndi relocating kuchokera Oxy.So gawo lake likuchokera ku LCV.Tikhoza kukambirana mwatsatanetsatane ngati pakufunika.Koma zimatero - pamene tikupita mu theka lachiwiri la chaka, tikufuna kukhala pafupi. mpaka pakati pa mabizinesi otsika kaboni.
Mu zina mwa ntchito zapakati pa CCUS zomwe tili nazo, ndizotsimikizika kwambiri zomwe zikuchitika kuzungulira kugwidwa kwa mpweya mwachindunji. ganizirani za 200 owonjezera, ndinganene kuti 50% a iwo ali pafupi ndi zowonjezera za zochitika. Kotero ife tiri patsogolo pang'ono mu mapulani athu a chaka chino.
Izi zimatipatsa mwayi wogwiritsa ntchito likululi ndikupitilirabe, makamaka pazida, zomwe zingatipatse zosankha tikamapita ku 2023. Kenako gawo lina lili pafupi ndi inflation. Tawona kupanikizika kumeneku. Tatha kuchepetsa kwambiri cha izo.
Koma poyerekeza ndi ndondomeko ya chaka chino, tikuyembekeza kuti maonekedwe awonjezeka ndi 7% mpaka 10%. zovuta zina za inflation zimayamba.
Ndikunena kuti pankhani ya capital mu 2023, ndi molawirira kwambiri kuti tidziŵe motsimikiza kuti zikhala bwanji.Koma EcoPetrol JV idzakhala yoyenera kugawidwa kwazinthu ndipo tidzapikisana ndi capital mu pulogalamuyi.
zabwino kwambiri zabwino.Kenako, sinthani ku mankhwala.Ngati mungathe kuyankhula za zofunikira za bizinesi.Pambuyo pa kotala yachiwiri yamphamvu kwambiri, chitsogozo cha theka lachiwiri chinagwa kwambiri.
Kotero, ngati mungapereke mtundu wina pa magwero a mphamvu mu gawo lachiwiri ndi kusintha komwe mudawona mu theka lachiwiri?
Zachidziwikire, John.Ndinganene kuti momwe bizinesi ya vinilu ndi soda imatsimikizira magwiridwe athu onse.Kumbali yamankhwala, zinali zokomera kwambiri gawo lachiwiri. patali, mumakhudza kwambiri zopeza, zomwe zidapangitsa kuti tipeze mbiri yathu yachiwiri.
Ngati mupita mu gawo lachitatu, ndinganene kuti kusamvana kwakukulu komwe takhala nako mu bizinesi ya vinilu kwa nthawi yayitali kwayamba kutha. malonda akadali amphamvu kwambiri ndipo akupitirizabe kusintha.Ndinganene kuti macroeconomic mikhalidwe ikuwonetsabe kuti mukayang'ana chiwongoladzanja, nyumba zimayambira, GDP, akugulitsa pang'ono pang'ono, chifukwa chake tidalankhula za theka lachiwiri lofooka. zokhudzana ndi theka loyamba.Koma ponena za nyengo, tikulowanso nthawi yosadziŵika kwambiri ya chaka, theka lachiwiri la gawo lachitatu, lomwe ndikutsimikiza kuti lidzasokoneza kupereka ndi kufuna.


Nthawi yotumiza: Aug-04-2022