Nhau - Wakawana Petroleum (Oxy) Q2 2022 mari yemari yemusangano wekufonera transcript
Nhau

Nhau

Yakatangwa muna1993 naHama Tom naDavid Garner, benzi rinoti mamiriketi anowana mamiriyoni emari kuburikidza nebhusaiti yedu, mapinduru, mabhuku, redhiyo redhiyo, radio radio uye preemium yekudyara mari.
Yakatangwa muna1993 naHama Tom naDavid Garner, benzi rinoti mamiriketi anowana mamiriyoni emari kuburikidza nebhusaiti yedu, mapinduru, mabhuku, redhiyo redhiyo, radio radio uye preemium yekudyara mari.
Iwe uri kuverenga chinyorwa chemahara nemaonero anogona kusiyana neyeMusungo weBelle
Masikati akanaka, uye gamuchirwa kuChicidental peturu's Comment Carter Call. [Operator Mirayiridzo]
Ndatenda, Jason.Odood masikati mese, uye ndinokutendai nekujoinha peturu yekufona US onshore zviwanikwa uye kabhoni manejimendi mashandiro.
Masikati ano, tinenge tichireva masiraidhi kubva muchikamu chekudyara chewebhu. .Vick, ndokumbirawo uenderere mberi.
Ndatenda Jeff uye mangwanani kana masikati emumwe munhu wese.Takawana chiitiko chechipiri chatakapedzisa kuyaruka. Kuwedzera madhora mashanu mabhiriyoni echikwereti uye obva awedzera huwandu hwemari yakagoverwa kugoverwa.
Nezvakanaka zvechikwereti chetero-cheki yekudzikisa, takatanga $ 3 bhiriyoni yekudzoreredza chirongwa che $ 1,1. , sezvatakapa mari yemahara yekubuda kwekusunungurwa kune chikwereti makore mashoma apfuura. ichavapa chikamu chinotevera chemugoverengi anodzosa chimiro uye chechipiri Quarter inoshanda mhedzisiro.
Rob anozofukidza mikana yedu yemari pamwe nekutungamira kwedu kwatakagadziriswa, izvo zvinosanganisira kuwedzera kutungamirirwa kwedu kuzere kweOxychem.our kugona kwedu kuendesa mhinduro dzakanaka , inotibvumira kuwedzera huwandu hwevanhu capital kunoparadzaniswa nemutengo wechiripo
Kana isu tikazadzisa yedu $ 3 bhiriyoni share hurukuro yekudzora uye kuderedza chikwereti chedu kusvika pakati pegumi nemakumi maviri emadhora ekupedzisira mukudzikisa kubhadhara kwekubhadhara kwechikwereti, pamwe nekugadzirisa huwandu hwenhoroondo dzinotyisa, dzichavandudza kugovera kwedu kugoverwa munguva yakakodzera. Tinotarisira kuti nhare yekutsvagira kuti ive zvishoma nezvishoma uye zvine musoro, tinoita Kwete kutarisira zvakadarika kuti udzokere kune yavo yapfuura Peaks
Kusvika nekuchengetedza kudzokera kune vanowanzoitika zvimedu pamusoro peiyi chikumbaridzo chichava kudzosera mari yekuwedzera .Ndinosvika kuCollst, inosvika madhora mana pachibvumirano chinowanikwa mugove wedu wezvikamu zvatinowana Dzorera Chishamiso, kwete chinangwa chaicho.second, kana tikatanga kugunun'una stock of stoc
Mune yechipiri kota mutsara neyemukati mekutungamirirwa kwedu, uye yakazara capital capital mabasa emadhora PVC MABECKETS.Last kote, isu takasimbisa commenm inotungamira yekutarisira uye nzvimbo yekuchengetedza mibairo kubva kuAmerican Chemistry Council.
Kubudirira kweOxychem kunoramba kuchinge kucherechedzwa. May, iyo US department yeOxychem Iye anowana manejimendi uye maindasitiri anozivikanwa neyemagetsi Chirongwa chakakonzerwa nekuchinja kwekuchinja kunochengetedza simba uye kuderedza carbon dioxide emission pamakumi manomwe emamita metric pagore.
Iko kubudirira kwakadai kunoita kuti ndide kuti ndidanise kuzivisa zvidzidzo uye kuwedzera kwechirimwa kuOxoxchem, iyo isu tichaita kune mafuta negesi.Iga kuda kukorodza iyo Gulf yeMexico Team Kupemberera kugadzirwa kwekutanga kwemafuta kubva kune yakangowanikwa yegomo reWorn Mountained
Iyo purojekiti yakapera pane bhajeti uye anopfuura mwedzi mitatu pamberi pehurongwa hwekumavirira tie Kugadzirwa kutsva pamhepo mune capital maitiro.i zvaizoda kukotedza al al Hosn uye Oman turner's turkter yakakwaniridzwa
Oxy Oman timu inopembererwa zuva nezuva kugadzirwa kwechikepe 9 kuNorth Oman .Tiri zvakare vanoshinga kubata mikana yekuzvidza yedu hombe yezvivakwa mukati meUnited States.
Patakazivisa yedu Midland Basin Joint Venture muAcapetrol muna 2019, ndakataura kuti isu tinonyanya kushanda pamwe neyekuita mari yekubatana kwemapato ese ari maviri, ne oxy inobatsira kubva pakuwedzera kugadzirwa uye Cash kuyambuka kubva musidhari yebhasin ine mari shoma MuMidland Basin uye Wedzera Kubatana Kwedu Kuti ufukidze anenge zviuru makumi maviri emambure macres mune delaware besin.
Izvi zvinosanganisira zviuru gumi nezvisere muDelaware, Texas, izvo zvatichabatsirwa nemhedzisiro yekuvandudza 2025 kuvhara chibvumirano ichi chechibvumirano, isu tine Mukana wekutungamira prime nyika iri mukuwedzera kwedu urongwa ubatsirwe nekuwedzera kuparadzira kusvika pamakumi manomwe nemasere.
Mwedzi wapfuura, takapinda muGore Nyowani kugoverwa neSonatrach muAlgeria Kuwedzera kunoita kuti uwedzere kuderera-kuderera mari-inogadzira midziyo yekuwana kweGore, tinoona mukana wekuwana nguva yemangwana uye kuyerera kwemari kuendesa kukudziridza nekudyara nekudyara -Rurn projekity.on yedu q4 musangano wekufona, takataura nezve yekupa chidzidzo chekuongorora zvevamwe zvevamwe veGulf Coast Chlor-Alkali Assets
Ini ndinofara kuzivisa kuti nzvimbo yedu yeHwayita, iri padyo neHouston Turnic muDeer Park .Iye chirongwa chakaitwa muchikamu chekusangana nevatengi kuti chorlenine, chlorine kubva kune imwe mamakisi eCaustic tekinoroji.chinyatso kugadzira tekinoroji.chely
Iyo purojekiti inotarisirwa kuwedzera mari yekuyerera nemari yekubhadhara mari uye kuwedzera huwandu hwezvigadzirwa zvakagadzirwa. -year nguva.dhushandisirwo, zviripo zviripo zvinotarisirwa kuenderera mberi, nekuwedzera zvinotarisirwa kuti tisarure kabhananiswa kana kugona kutsva kwasvika pamhepo.
Iyo yehondo yepurogiramu ndeyekutanga kwekutanga-chiyero muOxychem kubvira pakuvaka uye kupedzwa kwechirimwa Isu tiri kuitisa zvidzidzo zvakafanana zvekudya pane mamwe midziyo-alkali.
Ndatenda, Vicky, uye masikati echipiri Kunyanya nekuda kwekukwana kubva kune yekutanga chikwereti kugadziriswa uye yakanaka yemusika cap kugadzirisa.Tinofadzwa kuti ugone kugovera mari yekugovera inodzoreredza mune yechipiri kota.
Kusvika parizvino, seMuvhuro, Nyamavhuvhu Kurovedza muviri kwakanonoka kusvika kumamirioni 4.4, uko 11.5 miriyoni - 111.5 mamirioni akagamuchirwa, apo maCarmo akagamuchirwa, apo maHarariya anotambirwa kuti agovanyemba kudzikisira kunokosha kune vanokwanisa kuita stocksers.as vicki Taurwa, isu tinofara kusimbisa nekuwedzera hukama hwedu neocetrol mumba yePermian.
Iyo JV Armendment inovhara muChikamu chechipiri neyekubudirira zuva raJanuary 1, 2022.Nokuwedzera mukana uyu, isu tinoda kuwedzera ruzhinji rwekupedzisira pakutsigira basa rekuvandudza Kwete kutarisirwa kuwedzera chero kugadzirwa kusvikira 2023, seyenziware exture yekutanga haizotarisirwa kugore
Isu tinotarisira kuti Delareware Jv uye yakawedzerwa Midland JV ichatitendera kuti tirambe tiine maindasitiri emakore 2023.Tarirai mamwe mamiriro makumi maviri nematanhatu Nhungamiro Yakanyanya Muchiedza che1/1/22 Zuva Rinobudirira uye kuendeswa kwebasa rakabatana neyekubatana. .
Kuyanana kwemari yekushandisa mashandiro ekusimbisa kwacho kuchawedzera kuendesa kwedu muhafu ye2022 uye kutanga 203, vachiri kuendesa zvakare nguva yekudzora. Muna 2022 nekuda kwekutamiswa kwezviitiko muhafu yechipiri yegore, zvakanakira kugadzira zviwanikwa zvatinotarisirwa kutungamira kumabasa akasimba ekuenda mumabasa ekuwana mushumo Kuendeswa kweOBO Capital, pamwe nekuchinja kwezvido zvekushanda mubatanidzwa mubatanidzwa, uye nyaya dzisina kujairika dzinosvika dzakakonzera kudzokorora kushoma kusvika kuGore Redu Rerubatsiro rwePermiction.
Kurovedza muviri kunonyanya kuve nehuwandu hwechitatu nyaya dzakadai sekudzika gasi rekugadzirisa kwezvinhu zvedu uye zvimwe zvisina kurongwa mumatunhu uye gulf yeMexico.Finyly, tinoona kuti yedu yekugadzira mari yekugadzira yegore rechina re2022 Kuvarhaivha pakati pe1.2 miriyoni boe pazuva muhafu yechipiri ye2022, yakanyanya kukwirisa kupfuura hafu yekutanga.
Kugadzirwa kwepamusoro muhafu yechipiri kwave kuri kwekutarisirwa kwechiitiko chedu che2022 BASA IZVO ZVINOGONESESA KUTI UCHIDZE KUKOSHESA MUGULF YEMUFANANIDZO WEMAHARA. Kufona kwapfuura, isu tinotarisira capital mabasa ekuve pedyo nekupera kwakadzika kwehuwandu hwedu madhora mazana matatu emadhora kusvika pamadhora mazana mana nemakumi matatu nemashanu.
Mamwe matunhu umo isu tinoshanda, kunyanya nharaunda yePermian, rambai muchiona nzvimbo dzekununura kupfuura mamwe madhora mazana maviri emadhora. bhajeti yakakodzera kuuraya pane yedu 2022 mari ichaitwa kubva kune zvimwe zvinhu zvinokwana kuita mari yakakwira .Tichasimudza capital yekubhadhara mari yekubhadhara mari kusvika kumadhora mazana masere nemasere emadhora Zvakafanana zvakanyanya nekuda kwekukwira-pane-zvinotarisirwa kushamwaridzana uye mari yemasimba, kunyanya mumutengo wePermian, uye kuenderera mberi mumitengo yeWTI yeWTIFEX CO2 yekutenga zvibvumirano kumusoro kwekudzvinyirira.
Oxechem akaramba achiita zvakanaka, uye takasimudza nhungamiro yedu yakazara yekuratidza chikamu chakasimba chechipiri uye chakati chevakareruka. Mazinga azvino nekuda kwekunyepedzera kwekunyepedzera, uye isu takatarisira kuti chikamu chechitatu uye chechina uye china chezvivakwa zvezvakaitika zveMari.Backy kuGunyana
Chikwereti cheNet kana mari yekubuda nayo kuti utengere kuyamwisa madhora zana pamadhora makumi mapfumbamwe nemashanu Mitengo yemafuta inoramba ichiramba yakasimba, kusimudza zvisinganzwisisike kuti mutengo waWTI weWTIVEL ANOGONA KUTI UCHISVEDZE KUTI URI KUTI URI KUTI URI KUTI URI KUTI URI KUTI URI KUTI URI KUTI URI KUTI URI KUTI URI KUTI URI KUTI URI KUTI URI KUTI URI
Kana WTI AVENGE $ 100 muna 2022, isu tinotarisira kubhadhara anenge $ 1,2 madhora emari mari.as vicko -Kurongwa
Takatanga kudzoreredza migove mune yechipiri Quarter kuti aendeseye kugovana kweyekuzvipira kwechitendero chekugovaniswa nguva, isu ticharamba tichiona zvakadzorerwa chikwereti panguva imwe chete sekudzoreredzwa kwedu kwekudzora chirongwa chakakwana, isu tinoshuvira kugovera mari yekufambisa tenda ichakurumidza kudzoka kwedu kugiredhi.
Patinosvika iyi nhanho, isu tinoda kuderedza kukurudzira kwedu kugovera mari yemahara kuburikidza nemari yekutanga kuyerera. Pfungwa dzakanaka pane yedu Chikwereti Chekupedzisira kubva pane yedu yekupedzisira Chokufona
Nekufamba kwenguva, isu tinosarudza kuchengetedza svutugadzike-kwenguva yakareba Iyo inotenderera inotenderera.Iye zvino ichashandura runhare rwekudzokera kuVicki.
Hei masikati emasikati emasikati.Thanks zvekutora mubvunzo wakasiyana-siyana muCapex Nhungamiro? Ndinoziva kuti wakaramba uri kuverenga, asi iyo yakazara yakaramba iri kupi, iyo yaive tsime remari iyoyo? Uyezve tarisa kune mamwe emamwe marudzi ezvikamu zvegore rinotevera idzva yemakeyeni, uyezve shanduko dzerudzi kune ecopetrol? Chero chipi zvacho chaungatipe mugore rinotevera rinobatsira.
Ini ndichatendera Richard Coaved iyo Capex Shanduko uye ipapo ini ndichatevera neiyo imwe chikamu chemubvunzo iwoyu.
John, ichi chiRichard.yes, pane zvimwe zvinofamba zvikamu kana isu tikatarisa kuUS.in- zvinhu zvinoverengeka zvakaitika gore rino.
Ini ndinofunga, kutanga kwezvose, kubva pane obo maonero, isu takafungidzira muChigaro muGore rekugadzira.At kutanga kwegore, zvakava zvishoma nezvishoma maererano nekuzvitakura Mukuita kwedu mashandiro, izvo zvinoita chimwe chinhu.one, chinodzivirira dutu rekugadzira kwatiri, asi zvinowedzerawo zviwanikwa kuhafu yechipiri, tichitipa kuenderera muhafu yechipiri.
Isu tinoda zvatinoita. uye kugadzirisa nguva yekuita kwedu sezvatakaendesa uku kukura muhafu yechipiri yegore.
Chimwe chikamu, saka nhanho yechipiri ichizivikanwa kubva kuOxy.So chikamu chacho chinobva kuLVV.Tinogona kukurukura zvakadzama kana zvichidikanwa - sezvatinopinda muhafu yechipiri yegore, tinoda kuve pedyo kune midloint yemabhokisi emabhokisi akaderera-carbon.
Mune mamwe ecus condment basa ratinaro ratine chokwadi, zvinongori zvechokwadi zvine chekuita nekukomba mhepo zvakananga. Funga nezve zvimwe mazana maviri, ndakati 50% yavo vari chaizvo kutenderedza zviitiko.Saka isu kumberi-kutakurirwa muzvirongwa zvedu zvegore rino.
Izvi zvinotibvumira kuti tirereke guta iri uye kuchengetedza kuenderera mberi, kunyanya pane rigs, izvo zvichatipa sarudzo dzatinoenda kuInflation yeizvozvo.
Asi kana tichienzanisa urongwa hwegore rino, isu tinotarisira kuti maonero ekuwedzera ne7% kusvika ku10% Kumwe kudzvanywa kwekunyepedzera kunobuda.
Ini ndaizotaura kuti maererano ne capital muna 2023, zvakatangira isu kuti tizive
Zvakanaka kwazvo.Ipapo, chinjana kumakemikari.if unogona kutaura nezvenzvimbo dzebhizinesi.After nzvimbo yakasimba kwazvo yechipiri, nhungamiro yeiyo yechipiri hafu yakaderera.
Saka, kana iwe uchikwanisa kupa rumwe ruvara pane masosi esimba mune yechipiri quarter uye shanduko dzawakaona muhafu yechipiri?
Ehezve, John.i angataure mamiriro eVinyl uye Caustic Bhizinesi rakanyanya kuwanda.Ndiripo rakanaka kwazvo mune yechipiri kota.Tatotarisa zvese zviri zviviri - zvese zviri zviviri bhizinesi uye Iyo inttage point, iwe une kukosha kwakakosha pamari yaunowana, iyo yakatungamira kune yedu rekodhi yechipiri kota.
Kana iwe ukaenda muchikamu chechitatu, ndaizoti kusawirirana kwakanyanya kwatakamboita mubhizimusi reVinyl kwenguva yakati wandei. Bhizinesi richiri rakasimba kwazvo uye rinoramba richivandudza.i zvaizotaura kuti macroeconsonomic mamiriro achiri kuratidza kuti kana iwe uchitarisa zvishoma mari, ndosaka takataura nezve hafu isina kusimba yechipiri Nehama yekutanga.Pamoyo mune imwe mamiriro ekunze, isu tinopindawo nguva isingafungidziriki yegore, hafu yechipiri yechikamu chetatu, icho chine chokwadi chekuvhiringidza kupa uye kudiwa.


Kutumira Nguva: Aug-04-2022