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Yasekwa ngo-1993 ngoobhuti uTom noDavid Gardner, iMotley Fool inceda izigidi zabantu ukuba zifikelele kwinkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali oluphezulu.
Yasekwa ngo-1993 ngoobhuti uTom noDavid Gardner, iMotley Fool inceda izigidi zabantu ukuba zifikelele kwinkululeko yezemali ngewebhusayithi yethu, iipodcasts, iincwadi, iikholamu zamaphephandaba, iinkqubo zikanomathotholo kunye neenkonzo zotyalo-mali oluphezulu.
Ufunda inqaku lasimahla elinezimvo ezinokuthi zahluke kwinkonzo yotyalo-mali yeMotley Fool.Yiba lilungu leMotley Fool namhlanje kwaye ufumane ukufikelela kwangoko kwiingcebiso zethu eziphezulu zomhlalutyi, uphando olunzulu, izixhobo zotyalo-mali kunye nokunye.funda ngakumbi
Molo emva kwemini, kwaye wamkelekile kwiKota yesiBini ye-Occidental Petroleum yeKomfa yeMvuzo ka-2022.[Imiyalelo yoMsebenzisi] Nceda uqaphele ukuba esi siganeko siyarekhodwa.Ndingathanda ngoku ukudlulisela intlanganiso kuJeff Alvarez, i-VP yoBudlelwane boMtyali.nceda uqhubeke.
Enkosi, Jason.Molo emva kwemini nonke, kwaye enkosi ngokujoyina umnxeba wenkomfa ye-Occidental Petroleum ye-Q2 2022. Kwifowuni yethu namhlanje nguVicki Hollub, uMongameli kunye ne-CEO, uRob Peterson, uSekela Mongameli oPhezulu kunye neGosa lezeMali eliyiNtloko, kunye noRichard Jackson, uMongameli, IMithombo yase-US ye-Onshore kunye neMisebenzi yoLawulo lweKhabhoni.
Ngale mvakwemini, siza kube sibhekisa kwizilayidi ezivela kwicandelo labatyali-mali kwiwebhusayithi yethu. Le nkcazo-ntetho ibandakanya isilumkiso kwiSilayidi seSibini malunga neengxelo ezijonge phambili eziza kwenziwa kubizo lwenkomfa yale mvakwemini. Ngoku ndiza kudlulisela ikhwelo kuVicki .Vicky, ndicela uqhubeke.
Enkosi Jeff kwaye kusasa okanye emva kwemini wonke umntu. Siphumelele inyathelo elibalulekileyo kwikota yesibini njengoko sigqibezela iinjongo zethu zokunciphisa amatyala kwixesha elikufutshane kwaye saqalisa inkqubo yethu yokuthenga kwakhona isabelo. I-5 yeebhiliyoni zeedola eyongeziweyo kwaye sandise ngakumbi isixa semali eyabelwe ukubuyiswa kwabanini-zabelo. Ityala esalivalayo ngoMeyi lenze intlawulo yethu epheleleyo yetyala kulo nyaka yaya ngaphaya kweebhiliyoni ezisi-8 zeerandi, idlula usukelo lwethu ngokukhawuleza. isantya kunokuba besilindele ekuqaleni.
Ngokufezekiswa kweenjongo zethu zokunciphisa amatyala exesha elikufutshane, siye saqalisa inkqubo yokuthenga kwakhona isabelo seebhiliyoni ezi-3 zeerandi kwikota yesibini kwaye sithenge kwakhona isitokhwe esingaphezu kwe-1.1 yebhiliyoni yeedola. , nanjengoko siye sanikezela ngokuphuma kwemali simahla ingakumbi ekuhlawuleni amatyala kule minyaka imbalwa idlulileyo. Iinzame zethu zokuphucula ibhalansi yethu iyaqhubeka, kodwa inkqubo yethu yokuncama ifikelele kwinqanaba apho sigxininise khona. iyanda ukuya kutsho kwizinto eziphambili ngokubaluleka. Ngale njikalanga, ndiza kuthi thaca isigaba esilandelayo senkqubo-sikhokelo yembuyekezo yabaninizabelo kunye neziphumo zokusebenza zekota yesibini.
URob uza kugubungela iziphumo zethu zemali kunye nesikhokelo sethu esihlaziyiweyo, esibandakanya ukongeza kwisikhokelo sethu sonyaka ogcweleyo we-OxyChem.Qala ngesakhelo sethu sokubuyisela abanini-zabelo.Ikhono lethu lokuhlala sinikezela ngeziphumo ezigqwesileyo zokusebenza, kunye nokugxila kwethu ekuphuculeni ibhalansi yethu. , ivumela ukuba sandise inani lemali elibuyiselwe kubanini-zabelo.Ngenxa yolindelo lwangoku lwexabiso lempahla yorhwebo, silindele ukuphinda sithenge kwakhona isitokhwe se-3 yeebhiliyoni zeerandi kunye nokunciphisa ityala lilonke phakathi kweshumi elivisayo ekupheleni unyaka.
Nje ukuba sigqibe inkqubo yethu yokuthenga kwakhona isabelo seebhiliyoni ezi-3 zeerandi kwaye sinciphise amatyala ethu ukuya kutsho kwiminyaka yeshumi elivisayo, sijonge ukuqhubeka nokubuyisela imali enkulu kubaninizabelo ngo-2023 ngesabelo esizinzileyo se-$40 se-WTI kunye nenkqubo yokuthenga kwakhona isabelo esinamandla .Inkqubela esiyenzileyo . ekwehliseni intlawulo yenzala ngokunciphisa amatyala, kunye nokulawula inani lezabelo ezingekahlawulwa, kuya kuphucula ukuzinza kwesabelo sethu kwaye kusivumele ukuba sonyuke. ingeniso yethu efanayo ngexesha elifanelekileyo.Ngelixa silindele ukunyuka kwesahlulo sexesha elizayo ukuba kuhambe kancinci kwaye kube nentsingiselo, asilindelanga ukuba izabelo zibuyele kwincopho yazo yangaphambili.Ngenxa yokugxila kwethu ekubuyiseleni inkunzi kubanini-zabelo, kulo nyaka uzayo sinokubuyisela ngaphezu kwe-$4 isabelo ngasinye. kubaninizabelo abaqhelekileyo kwiinyanga ezili-12 ezidlulileyo.
Ukufikelela nokugcina imbuyekezo kubanini-zabelo abaqhelekileyo ngaphezu kwalo mda kuya kufuna ukuba siqalise ukukhulula isitokhwe esisithandayo ngelixa sibuyisela imali eyongezelelweyo kubanini-zabelo abaqhelekileyo. isakhelo sembuyekezo, ingeyiyo injongo ethile.Okwesibini, ukuba siqala ukuhlawulela isitokhwe esikhethiweyo, oko akuthethi ukuba sibeka imbuyekezo kubanini-zabelo abaqhelekileyo, njengoko imali iya kwenza. qhubeka ubuyiselwa kubanini bezabelo eziqhelekileyo ngaphezu kwe-$4 ngesabelo ngasinye.
Kwikota yesibini, senze imali ephuma simahla eyi-4.2 yeebhiliyoni zeerandi phambi kokusebenza kwemali, eyona mali iphezulu yekota simahla ukuza kuthi ga ngoku. hambelana ne-midpoint yesikhokelo sethu, kunye nenkcitho yemali yenkampani iyonke ye-972 yezigidi zeedola. njengoko ishishini liqhubela phambili ukuxhamla kwixabiso eliqinileyo kunye nemfuno kwiimarike ze-caustic, i-chlorine kunye ne-PVC.Ikota yokugqibela, sigxininise i-OxyChem yoNcedo olujongene nokuBamba kunye neZiko loKhuseleko lwamabhaso kwi-American Chemistry Council.
Impumelelo ye-OxyChem iyaqhubeka nokuqondwa.NgoMeyi, iSebe lezaMandla lase-US libize i-OxyChem umamkeli weMbasa ye-Best Practices Award, enika ingqalelo kwiinkampani ngokuvelisa izinto ezintsha kunye nezihamba phambili kwishishini kulawulo lwamandla.I-OxyChem yamkelwa ngobunjineli obudibeneyo, uqeqesho kunye nophuhliso. inkqubo ekhokelele kutshintsho lwenkqubo olugcina amandla kunye nokunciphisa ukukhutshwa kwekharbon diokside ngeetoni zeemetric ezingama-7,000 ngonyaka.
Kuyimpumelelo efana nale nto indenza ndibe nebhongo kakhulu ukubhengeza ukuphuculwa kunye nokwandiswa kwesityalo esiphambili kwi-OxyChem, esiya kuthi singene kuyo ngokubanzi kamva.Jikela kwi-oyile kunye negesi.Ndingathanda ukuvuyisana neqela leGulf of Mexico. ukubhiyozela imveliso ye-oyile yokuqala evela kwintsimi entsha ye-Horn Mountain West. Intsimi entsha idityaniswe ngempumelelo kwi-Horn Hill spar isebenzisa i-twin-streamline yeemayile ezintathu ezinesiqingatha.
Iprojekthi yagqitywa kuhlahlo lwabiwo-mali kwaye ngaphezulu kweenyanga ezintathu phambi kweshedyuli. I-Horn Mountain West tie-back kulindeleke ukuba ekugqibeleni yongeze malunga nama-30,000 eebhare ze-oyile ngosuku kwaye ngumzekelo omhle wendlela esizisebenzisa ngayo izinto zethu kunye nobuchule bobugcisa ukuzisa. imveliso entsha kwi-intanethi ngendlela eyinkunzi esebenzayo. Ndingathanda kwakhona ukuvuyisana neqela lethu le-Al Hosn ne-Oman. Njengenxalenye yotshintsho olucwangcisiweyo kwikota yokuqala, i-Al Hosn iphumelele imveliso yayo yakutshanje. irekhodi emva kokuvalwa kwesityalo sayo sokuqala.
Iqela lika-Oxy's Oman libhiyozele irekhodi lemveliso yemihla ngemihla eBlock 9 kumantla eOman, apho iOxy ibisebenza ukusukela ngo-1984. Nasemva kweminyaka ephantse ibe yi-40, iBlock 9 isaphula iirekhodi ngemveliso eyomeleleyo kunye nokusebenza kweqonga elitsha, exhaswa yinkqubo yokuhlola eyimpumelelo. .Sikwaxhakamfule amathuba okuba sisebenzise uluhlu lwethu olukhulu lwee-asethi eUnited States.
Xa sasibhengeza intsebenziswano yethu yaseMidland Basin ne-EcoPetrol ngo-2019, ndachaza ukuba sinochulumanco kukusebenza nelinye lawona mahlakani wethu anamandla nawona madala anobuchule. ukungena kwemali evela kwiMidland Basin enotyalo-mali olungephi.Sinethamsanqa lokusebenza namahlakani anolwazi olunzulu kwaye abelane ngombono wethu wexesha elide. kutheni ndinochulumanco olulinganayo ukwazisa ngale ntsasa ukuba i-Oxy kunye ne-EcoPetrol zivumile ukuqinisa umanyano lwethu kwi-Midland Basin nokwandisa ubambiswano lwethu ukugubungela malunga nama-20,000 eehektare ezishiyekileyo kwi-Delaware Basin.
Oku kubandakanya i-17,000 yeehektare e-Delaware, eTexas, esiya kuyisebenzisela iziseko zophuhliso. Kwi-Midland Basin, i-Oxy iya kuxhamla kumathuba ophuhliso aqhubekayo, ukwandisa inkunzi ngekota yokuqala ye-2025 ukuvala esi sivumelwano.Kwi-Delaware Basin, sine ithuba lokuqhubela phambili umhlaba ophambili kwizicwangciso zethu zophuhliso lo gama sixhamla kwimali eyongezelelweyo eyongezelelweyo ukuya kuthi ga kwi-75%.Utshintshiselwano lwenkunzi eqhotyoshelweyo, i-EcoPetrol iya kufumana ipesenti yomdla wokusebenza ii-asethi zendibaniselwano.
Kwinyanga edlulileyo, singene kwisivumelwano esitsha sokwabelana ngemveliso ye-25 yeminyaka kunye ne-Sonatrach e-Algeria, eya kudibanisa iilayisensi ezikhoyo ze-Oxy kwisivumelwano esisodwa.Isivumelwano esitsha sokwabelana ngemveliso sihlaziya kwaye sigxininise ubudlelwane bethu kunye ne-Sonatrach, ngelixa sibonelela nge-Oxy ithuba ukwandisa oovimba kwaye uqhubeke nokuphuhlisa i-asethi ephantsi-ephantsi evelisa imali kunye namaqabane exesha elide.Ngelixa u-2022 kulindeleke ukuba ube ngunyaka werekhodi I-OxyChem, sibona ithuba elikhethekileyo lokwandisa umvuzo wexesha elizayo we-OxyChem kunye nokuhamba kwemali ngokutyala imali kwiiprojekthi ezinembuyekezo ephezulu.Kwifowuni yethu yenkomfa ye-Q4, sikhankanye uphononongo lwe-FEED ukuphonononga ukuphuculwa kwezinto ezithile zeGulf Coast chlor-alkali kunye ne-diaphragm. -kwi-membrane iteknoloji.
Ndinovuyo ukwazisa ukuba indawo yethu yeBattleground, ekufuphi neHouston Ship Channel eDeer Park, eTexas, yenye yezixhobo esiza kuziphucula. .Le projekthi yaphunyezwa ngokuyinxenye ukuhlangabezana neemfuno zabathengi beklorine, i-chlorine derivatives kunye namabakala athile e-caustic soda, esinokuyivelisa ngokusebenzisa ubuchwepheshe obutsha.Iya kukhokelela kwakhona. ukwandisa umthamo wazo zombini iimveliso.
Iprojekthi kulindeleke ukuba yandise ukuhamba kwemali ngokuphucula imida yenzuzo kunye nokwandisa inani leemveliso, ngelixa linciphisa amandla ombane weemveliso eziveliswayo.Iprojekthi yokuphucula kunye nokwandisa iya kuqalisa ngo-2023 kunye notyalo-mali lwenkunzi ukuya kuthi ga kwi-1.1 yeebhiliyoni zeedola ngaphezulu kwesithathu. Ithuba lonyaka.Ngexesha lokwakha, imisebenzi ekhoyo kulindeleke ukuba iqhubeke njengesiqhelo, kunye nophuculo olulindelekileyo ngo-2026. Ukwandiswa ayisiyonto ilindelekileyo yokwakha njengoko sinekhontrakthi yesakhiwo. kwaye ithathwe ngaphakathi ukuze idle umthamo owandisiweyo weklorine kunye nemithamo ye-caustic iya kuvunyelwa xa umthamo omtsha ufika kwi-intanethi.
Iprojekthi yeBattleground yiprojekthi yethu yokuqala enkulu yotyalo-mali e-OxyChem ukususela ekwakhiweni nasekugqityweni kweplanti ye-ethylene cracker 4CPe ngo-2017. Le projekthi yembuyekezo ephezulu lelinye lamathuba amaninzi kuthi okunyusa ukuhamba kwemali ye-OxyChem kule minyaka imbalwa izayo. Senza izifundo ezifanayo ze-FEED kwezinye ii-asethi ze-chlor-alkali kwaye siceba ukunxibelelana ngeziphumo ekugqityweni. Ndiza kudlulisela umnxeba kuRob, oya mafutshane nawe ngeziphumo zethu zekota yesibini kunye nesikhokelo.
Enkosi, Vicky, kunye nemini entle. Kwikota yesibini, inzuzo yethu yahlala yomelele kwaye siye savelisa irekhodi lokuhamba kwemali simahla. Sibhengeze imivuzo ehlengahlengisiweyo ngesabelo esihlanjululweyo se-3.16 yeedola kwaye saxela ingeniso ehlanjululweyo ngesabelo ngasinye se-3.47 yeedola, umahluko phakathi kwamanani amabini. ikakhulu ngenxa yeenzuzo ezivela ekuhlawulweni kwamatyala kwangethuba kunye nohlengahlengiso oluqinisekileyo lwemalike yemalike. Kuyasivuyisa ukukwazi ukwaba imali kwisabelo esithengwe ngokutsha kwikota yesibini.
Ukuza kuthi ga ngoku, ukusukela ngoMvulo we-1 ka-Agasti, sithenge ngaphezulu kwe-18 yezigidi zezabelo malunga ne-1.1 yezigidigidi zeedola, ixabiso elilinganiselweyo elingaphantsi kwe-$ 60 ngesabelo ngasinye. Ukongeza, ngexesha lekota, malunga ne-3.1 yezigidi zeewaranti ezithengiswa esidlangalaleni ziye zasetyenziswa, zizisa. Itotali yokuzivocavoca ifikelele kwi-4.4 yezigidi, apho i-11.5 yezigidi - i-111.5 yezigidi ibibalasele. Njengoko besitshilo, xa iziqinisekiso ekhutshwe ngo-2020, imali efunyenweyo iya kusetyenziselwa ukuthengwa kwakhona kwesabelo ukunciphisa ukuncitshiswa okunokwenzeka kubanini-masheya abaqhelekileyo. Njengoko uVicki ekhankanyile, siyakuvuyela ukomeleza nokwandisa ubudlelwane bethu ne-EcoPetrol kwi-Permian Basin.
IsiHlomelo se-JV sivala kwikota yesibini ngomhla woku-1 kuJanuwari ka-2022. Ukwandisa eli thuba, sizimisele ukongeza i-rig eyongezelelweyo ekupheleni konyaka ukuxhasa imisebenzi yophuhliso lweshishini elidibeneyo kwi-Delaware Basin. akulindelekanga ukuba yongeze nayiphi na imveliso kude kube ngu-2023, njengoko iqula lokuqala le-Delaware lingayi kuza kwi-intanethi kude kube ngunyaka ozayo. Kwakhona, ukulungiswa kwe-JV akulindelekanga ukuba kube nefuthe elibonakalayo kuhlahlo lwabiwo-mali olukhulu lwalo nyaka.
Silindele i-Delaware JV kunye ne-Midland JV ephuculweyo iya kusivumela ukuba sigcine okanye sinciphise i-Permian ekhokelayo kwishishini ngaphaya ko-2023.Siza kubonelela ngeenkcukacha ezithe kratya xa sibonelela ngesikhokelo semveliso sika-2023. Siye sahlaziya imveliso yethu yonyaka opheleleyo isikhokelo kancinci malunga ne-1/1/22 yomhla wokuqalisa kunye nokudluliselwa komdla onxulumene nomsebenzi kwindibaniselwano yethu yeqabane eMidland. I-Basin.Ukongezelela, sinikezela ngokutsha ezinye zeemali ezibekelwe inkcitho ye-OBO kulo nyaka kwii-asethi zethu zokusebenza zePermian.
Ukwabiwa ngokutsha kwemisebenzi eyinkunzi kuya kubonelela ngengqiniseko ethe kratya kunikezelo lwethu lwasentshona kwisiqingatha sesibini sika-2022 nasekuqaleni kowama-2023, ngelixa sikwanikezela ngembuyekezo ephezulu ngokunikwa kwethu umgangatho woluhlu kunye nolawulo lweendleko. Nangona ixesha lolu tshintsho linempembelelo encinci kwimveliso yethu. ngo-2022 ngenxa yokufuduswa kwemisebenzi kwisiqingatha sesibini sonyaka, iinzuzo zokuphuhlisa izibonelelo esisebenza kuzo kulindeleke ukuba zikhokelele kwiziphumo zezimali ezinamandla. phambili.Isilayidi sesiganeko esihlaziyiweyo kwisihlomelo sengxelo yengeniso sibonisa olu tshintsho.Utshintshelo lwenkunzi ye-OBO, kunye nokudluliselwa kwemidla yokusebenza kwindibaniselwano, kunye nemiba eyahlukeneyo yokusebenza kwexesha elikufutshane kukhokelele kuhlaziyo oluncinci ukuya kuthi ga ngokupheleleyo. -Isikhokelo semveliso yePermian ngonyaka.
Iimpembelelo zokusebenza zinxulunyaniswa ikakhulu nemiba yomntu wesithathu enjengokuphazamiseka kokusetyenzwa kwerhasi ezantsi kwii-asethi zethu ze-EOR kunye nolunye ukuphazamiseka okungacwangciswanga ngabantu besithathu.Ngo-2022, isikhokelo sonyaka ogcweleyo wenkampani sihlala singatshintshi njengoko uhlengahlengiso lwePermian lulungiswa ngokupheleleyo yimveliso ephezulu. kwiiRockies kunye neGulf yaseMexico. Ekugqibeleni, siqaphela ukuba ukuhanjiswa kwethu kwePermian kuhlala kunamandla kakhulu, kunye nesikhokelo sethu sokuvelisa kwikota yesine. I-2022 ikhula malunga ne-100,000 BOE ngosuku xa kuthelekiswa nekota yesine ye-2021. Silindele ukuba imveliso ibe yi-avareji malunga ne-1.2 yezigidi ze-boe ngosuku kwisiqingatha sesibini se-2022, iphezulu kakhulu kunesiqingatha sokuqala.
Imveliso ephezulu kwisiqingatha sesibini ibe sisiphumo esilindelekileyo sesicwangciso sethu se-2022, inxalenye ngenxa yomsebenzi we-ramp-up kunye nokuguqulwa okucwangcisiweyo kwikota yokuqala.Isikhokelo sokuvelisa iNkampani kwikota yesithathu iquka ukukhula okuqhubekayo kwiPermian, kodwa ithatha ithathela ingqalelo ukuba nokwenzeka kweempembelelo zemozulu yetropikhi kwiGulf of Mexico, idityaniswa nexesha lokuphumla leqela lesithathu kunye nemveliso esezantsi kwiiRockies njengoko sifudusa izixhobo kwiPermian.Uhlahlo lwabiwo-mali lwethu oluyinkunzi ngokupheleleyo unyaka uhlala unjalo. Kodwa njengoko benditshilo kwifowuni yangaphambili, silindele ukuba inkcitho yemali ibe kufutshane nesiphelo esiphezulu soluhlu lwethu lwe-3.9 yeebhiliyoni zeedola ukuya kwi-4.3 yeebhiliyoni zeedola.
Eminye imimandla esisebenza kuyo, ngakumbi ingingqi yasePermian, iyaqhubeka nokuba noxinzelelo oluphezulu lokunyuka kwamaxabiso kunezinye. Ukuxhasa umsebenzi ngo-2023 kunye nokujongana nempembelelo yengingqi yokunyuka kwamaxabiso, sinikezela ngezigidi ezingama-200 zeedola kwiPermian.Sikholelwa ukuba inkunzi yenkampani yethu iphela Uhlahlo lwabiwo-mali lulinganiswe ngokufanelekileyo ukuze lusetyenziswe kwisicwangciso sethu sika-2022, njengoko inkunzi eyongezelelweyo kwiPermian iya kwabiwa kwakhona ukusuka kwezinye ii-asethi ezikwaziyo ukuvelisa. Ukonga imali eyinkunzi engaphezulu kunoko bekulindelwe. Sinyuse isikhokelo seendleko zokusebenza zasekhaya seminyaka yonke ukuya kwi-8.50 yeedola ngomphanda weoyile ngokuyintloko ngenxa yeendleko zomsebenzi ezingaphezulu kunezilindelweyo kunye neendleko zamandla, ngokuyintloko kwiPermian, kunye namaxabiso aqhubekayo kwi-EOR yethu. I-WTI Index ye-CO2 yekhontrakthi yokuthengwa kweshishini.
I-OxyChem iqhubekile nokwenza kakuhle, kwaye siphakamise isikhokelo sethu sonyaka ogcweleyo ukubonisa ikota yesibini eyomeleleyo kunye nesiqingatha sesibini esingcono kancinci kunokuba bekulindelwe ngaphambili.Ngelixa izinto ezisisiseko zexesha elide ziqhubeka nokubamba inkxaso, sisakholelwa ukuba iimeko zentengiso zisenokuthi zibe buthathaka. amanqanaba angoku ngenxa yoxinzelelo lokunyuka kwamaxabiso, kwaye silindele ukuba ikota yesithathu kunye neyesine ibe yomelele ngokwemigangatho yembali.Ukubuyela kwizinto zezemali.NgoSeptemba, sizimisele ukuhlawula ixabiso lenzala ye-dollar ye-275 yezigidi.
Ityala eliseleyo okanye ukuphuma kwemali efunekayo ukuthengisa ezi swaps malunga ne-100 yezigidi zeedola kwi-curve yangoku yenzala. Kwikota yokugqibela, ndikhankanye ukuba kunye ne-WTI ephakathi kweedola ezingama-90 umgqomo ngo-2022, besilindele ukuhlawula malunga ne-600 yezigidi zeedola kwi-US federal cash tax. Amaxabiso e-oyile ayaqhubeka ukuhlala omelele, enyusa amathuba okuba ixabiso eliphakathi lonyaka le-WTI liya kuba phezulu nangakumbi.
Ukuba i-WTI ikwi-avareji ye-100 yeedola ngo-2022, silindele ukuhlawula malunga ne-1.2 yeebhiliyoni zeedola kwirhafu yemali yomanyano yaseMelika. Njengoko uVicki watshoyo, unyaka ukuza kuthi ga ngoku, sihlawule malunga ne-8.1 yeebhiliyoni zeedola, kubandakanywa ne-4.8 yeebhiliyoni zeerandi kwikota yesibini, egqithisa ukufutshane kwethu. -injongo yexeshana yokuhlawula iibhiliyoni ezi-5 zeerandi kwinqununu kulo nyaka. Senze nenkqubela phambili ebonakalayo kwinjongo yethu yexesha eliphakathi yokunciphisa amatyala olutsha.
Siqale ukuphinda sithenge izabelo kwikota yesibini ukuze siqhubele phambili nesicwangciso-nkqubo sethu sokubuyiswa kwabaninizabelo njengenxalenye yokuzinikela kwethu ekubuyiseleni imali eninzi kubanini-zabelo. Sizimisele ukuqhubeka nokubonelela ngokuphuma kwemali simahla ukuze sabelane ngokuthengiweyo de sigqibe inkqubo yethu yangoku yeebhiliyoni ezi-3 zeerandi. Ixesha, siya kuqhubeka sijonga ukuhlawula amatyala, kwaye sinokulihlawula ityala kwangaxeshanye sithenga kwakhona isitokhwe.Xa inkqubo yethu yokuthenga kwakhona isabelo igqityiwe, sijonge ukwaba ukungena kwemali simahla ukuthoba ixabiso letyala lolutsha, esikholelwa ukuba liya kukhawulezisa ukubuyela kwethu kudidi lotyalo-mali.
Xa sifikelela kweli nqanaba, sijonge ukunciphisa inkuthazo yethu yokubonelela ukuhamba kwemali simahla ngokubandakanya iiprojekthi zokuqala kwiinjongo zethu eziphambili zokungena kwemali, ikakhulu ngokunciphisa amatyala. Imbono encomekayo kuhlelo lwethu lwetyala ukusukela oko sifumene umnxeba wokugqibela.Zontathu ii-arhente eziphambili zokukala amatyala ethu zilinganisa amatyala ethu inotshi enye ngaphantsi kwenqanaba lotyalo-mali, kunye nemibono encumisayo evela kuzo zombini iMoody's kunye neFitch.
Ngokuhamba kwexesha, sijonge ukugcina amandla exesha eliphakathi malunga ne-1x yetyala / EBITDA okanye ngaphantsi kwe-15 yezigidigidi zeedola. Umjikelo wempahla yorhwebo.Ngoku ndiza kubuyisela umnxeba kuVicki.
Hey molweni bafo.Enkosi ngokuthatha umbuzo wam.Ngoko ke, ngaba ninokuthetha ngeenguqu ezahlukeneyo kwisikhokelo se-capex?Ndiyazi ukuba ninyuse isibalo sePermian, kodwa inani lilonke lahlala lifana.Ngoko, yayiyintoni imvelaphi yaloo nkxaso-mali? Kwaye ke ukujonga kwangethuba kwezinye zeendawo eziguqukayo ze-FID entsha yonyaka ozayo yeeChems, kwaye emva koko utshintsho lwesakhiwo kwi-EcoPetrol?
Ndiza kumvumela uRichard agubungele i-capex utshintsho kwaye ke ndiza kulandela inxalenye eyongezelelweyo yalo mbuzo.
UJohn, lo nguRichard.Ewe, kukho iindawo ezihambayo xa sijonga ngaphesheya kwe-US.Ngokombono wethu, izinto ezininzi zenzeka kulo nyaka.
Ndicinga ukuba, okokuqala, kumbono we-OBO, sasithatha i-wedge kwisicwangciso sokuvelisa. Ekuqaleni konyaka, kwaba yinto ecothayo malunga nokuhanjiswa. kwimisebenzi yethu, eyenza into ethile.Enye, ikhusela i-wedge yemveliso kuthi, kodwa yongeza izibonelelo kwisiqingatha sesibini, isinika ukuqhubeka kwisiqingatha sesibini.
Siyayithanda into esiyenzayo. Njengoko uRob ekhankanyile kwinkcazo yakhe, ezi ziiprojekthi ezilungileyo kakhulu zokubuya okuphezulu. Ngoko linyathelo elihle. Kwaye emva koko, ukufumana iirigs kunye ne-fracking cores ekuqaleni konyaka kusisebenzele kakuhle ukulawula ukunyuka kwamaxabiso. kunye nokuphucula ixesha lentsebenzo yethu njengoko siye sazisa olo hlumo kwisiqingatha sesibini sonyaka.
Elinye icandelo, ngoko ke inyathelo lesibini kukwabiwa kwakhona kwi-Oxy. Ngoko ke inxalenye yalo isuka kwi-LCV. Singaxoxa ngokubanzi ukuba kuyimfuneko. Kodwa kunjalo - njengoko singena kwisiqingatha sesibini sonyaka, sifuna ukuba kufutshane. ukuya kumbindi wamashishini anekhabhoni ephantsi.
Kweminye yemisebenzi yeziko le-CCUS esinayo, kukuqinisekisa nje ngakumbi ukuphuhla malunga nokubanjwa komoya ngokuthe ngqo. Ke, kunye, ndicinga ukuba olunye ugcino kwi-Oxy yonke lube negalelo kwibhalansi. cinga ngaloo 200 eyongezelelweyo, ndingathi i-50% yazo ijikeleze izinto ezongeziweyo. Ke sithwele phambili kancinci kwizicwangciso zethu zalo nyaka.
Oku kusivumela ukuba sisebenzise le mali kwaye sigcine ukuqhubeka, ngakumbi kwii-rigs, eziya kusinika ukhetho njengoko singena ku-2023. Emva koko enye inxalenye ijikeleze ukunyuka kwamaxabiso.Silubonile olu xinzelelo.Sikwazile ukunciphisa kakhulu. yaloo nto.
Kodwa xa kuthelekiswa nesicwangciso salo nyaka, silindele ukuba inkangeleko inyuke nge-7% ukuya kwi-10%.Sikwazile ukuhlawulela ukonga kwe-4% kwakhona kumsebenzi wokonga. Siyavuya kakhulu yile nkqubela phambili. Kodwa siyaqala ukubona ezinye iingcinezelo zokunyuka kwamaxabiso ziyavela.
Ndingatsho ukuba ngokwemali ye-capital ngo-2023, kusesekuseni kakhulu ukuba siyazi ngokuqinisekileyo ukuba iya kuba yintoni.Kodwa i-EcoPetrol JV iya kuba ilungele ulwabiwo lwezibonelelo kwaye siya kukhuphisana nenkunzi kule nkqubo.
kuhle kakhulu.Emva koko, tshintshela kwiikhemikhali.Ukuba unokuthetha malunga neziseko zeshishini.Emva kwekota yesibini eyomeleleyo, isikhokelo sesiqingatha sesibini sawa kakhulu.
Ke, ukuba unokunika umbala kwimithombo yamandla kwikota yesibini kunye notshintsho olubonileyo kwisiqingatha sesibini?
Kakade ke, uJohn ndingatsho ukuba iimeko zeshishini leVinyl kunye nesoda ye-caustic zichaza ubukhulu becala ukusebenza kwethu ngokubanzi. Kwicala lemichiza, zazithandeka kakhulu kwikota yesibini. Xa sijonga zombini ezo - zombini ishishini kunye kwindawo ephambili, unempembelelo enkulu kwimivuzo, ekhokelele kwirekhodi lethu lekota yesibini.
Ukuba ungena kwikota yesithathu, ndingatsho ukuba uxinzelelo olugqithileyo esinalo kwishishini le-vinyl ixesha elide liye lalawuleka ngakumbi. Oku kungenxa yobonelelo oluphuculweyo kunye nemarike yasekhaya ebuthathaka, ngelixa i-caustic soda. Ishishini lisenamandla kakhulu kwaye liyaqhubeka liphucula. Ndingatsho ukuba iimeko ze-macroeconomic zisabonisa ukuba xa ujonga inzala, izindlu ziqala, i-GDP, bathengisa kancinci kancinci, yingakho sithetha ngesiqingatha sesibini esibuthathaka. ngokumalunga nesiqingatha sokuqala.Kodwa ngokubhekiselele kwimozulu, siphinda singena kwixesha elingalindelekanga kakhulu lonyaka, isiqingatha sesibini sekota yesithathu, ngokuqinisekileyo ukuphazamisa ukubonelela kunye nokufunwa.