Iindaba

Wasekwa ngo-1993 nge-Tom kunye noDavid Gardner, isidenge saseNtlayasi sinceda izigidi zezebhusayithi yethu, i-podcasts, iikholamu zephephandaba, i-Dadiim Show kunye neenkonzo zeRumatium.
Wasekwa ngo-1993 nge-Tom kunye noDavid Gardner, isidenge saseNtlayasi sinceda izigidi zezebhusayithi yethu, i-podcasts, iikholamu zephephandaba, i-Dadiim Show kunye neenkonzo zeRumatium.
Ufunda inqaku elisimahla elinezimvo ezinokwahluka kwinkonzo ye-Enety Fortium's Treen Lic.beya ilungu lesidenge le-motley namhlanje kwaye lifumane uphando kwangoko, izixhobo zotyalo-mali kunye
Kulungile, kwaye wamkelekile kwi-Acporaleum yekota ye-2022 yenkomfa. [Imiyalelo ye-Operator] Nceda uqaphele ukuba lo msitho urekhodwa.
Enkosi, Jason.good imvakwemini wonke umntu, kwaye enkosi ngokujoyina i-Petroleum ye-q2 2022 yenkomfa. Izixhobo ze-US Ovenshore kunye nemisebenzi yolawulo lwekhabhoni.
Ngale mvakwemini, siza kubhekisa kwiSilayidi kwiCandelo leNtlawulo yeWebhusayithi yethu.is ibandakanya inkcazo yesilumkiso kwisilayidi esinenkomfa. .Vicky, nceda uqhubeke.
Enkosi uJeff kunye nasekuseni, okanye emva kwemini wonke umntu.Sizuzisa inqaku lekota yesibini njengoko sigqibile ukunciphisa amatyala ethu senkqubo yokwabelana ngetyala. I-5 yeebhiliyoni ezingama-5 ezizigidi zeedola ezinamatyala kwaye inyuke ngakumbi isixa semali esabiweyo sabelo sabelo sazisa i-8 bhiliyoni ye-8 bhiliyoni yokuba siyilindele ngokukhawuleza.
Ukufezekiswa kweenjongo zethu zokuncitshiswa kwamatyala okufutshane, saqalisa i-3 yeebhiliyoni ze- $ 3 bhiliyoni yokwabelana ngekota yesibini kwaye ihlawule ngaphezulu kwemali eyi- $ 1.1 bhiliyoni. , njengoko sabelwe ukubaleka kwemali sasimahla kwisiqabu bamatyala kule minyaka imbalwa idlulileyo.Omzamo wokuphucula iphepha lethu lemali ifikelele kwimali ephambili kuyo. Ngaba uza kunika isigaba esilandelayo sesakhelo sesabelo kunye neziphumo zekota yesibini.
URob uya kugubungela iziphumo zethu zemali kunye nesikhokelo sethu esihlaziyiweyo, esiquka ukongeza kwisikhokelo sethu se-OXYCHCHM.SANDUR SEBENZISA UKUQHUTYELWA KWEENKONZO ZOKUGQIBELA , isivumela ukuba sandise isixa semali ebuyiselweyo ukuba sibenezabelo.
Nje ukuba sigqibe i-3 yeebhiliyoni zethu ze-3 zeebhiliyoni zabelana ngenkqubo yokuthenga kwakhona kwaye sinciphise ityala lethu kwishumi elivisayo, sizimisele ukuphinda sibe ne-2023 nge-REARCHE YENKQUBO YOKUGQIBELA KWI-20 ye-WOIRCHICH NOLWAZI Ukuthoba iintlawulo zenzala ngokuncitshiswa kwamatyala, kudityaniswe nokulawula inani lezabelo ezibalaseleyo, ziya kusivumela ukuba sandise izigqibo zexesha elizayo. Ungalindeli ukuba izahlulo ukuba zibuyele kwizincopho zazo zangaphambili.given ukugxila kwethu kwi-4Enins kwizabelo, kunyaka olandelayo singabuya ngaphezulu kweenyanga ezili-12 ezidlulileyo.
Ukufikelela nokugcina imbuyekezo kubahlali abaqhelekileyo ngaphezulu kolu mbumbulu, kuyakufuna ukuba siqalise izinto ezithandekayo zestorseds. Isikhokelo sokubuyisa, hayi injongo ethile.sencond, ukuba siqala ukukhulula isitokhwe esikhethiweyo, ayithethi ukuba i-cap ibuyele kwimigodi eqhelekileyo, njengoko imali iya kuqhubeka ibuyiselwe kwiindawo eziqhelekileyo ze- $ 4 nganye nganye.
Kwikota yesibini, sivelise i-Shif Shifree ye- $ 4.2 yezigidigidi phambi kokusebenza kwemali, ishishini eliphezulu lekota yonke lenza i-1.1 yezigidi zeebhanti ezilinganayo zeoyile ngosuku, ngaphakathi Umgca ophakathi kwesikhokelo sethu, kwaye inkcitho yenkampani ye-972 yezigidi.oxychem ixele ingeniso ye- $ 800 yezigidi, njengoko ishishini liqhubekile kwi-castic, i-chlorine kunye Imakethi ye-PVC.last ikota, sibalaselisa ukhathalelo lwe-oxyckem kunye neZiko lezoKhuseleko kwiBhunga laseMelika.
Impumelelo ka-Oxychem iyaqhubeka iqatshelwe.in Medin, isebe lase-US eligama lingu-Oxychem lonyango, ekhokelwa ziinkampani ezikhokelayo kunye nemveliso ekhokelayo kulawulo lwezamandla. Inkqubo ekhokelela ekuqhubekiseni utshintsho olugcina amandla kunye nokunciphisa ukukhutshwa kwekhabhoni nge-7,000 yeetoni ngonyaka.
Yimpumelelo efana nale nto indenza ndizingca ndisazisa ukuphuculwa kwesityalo kunye nesityalo esiphambili kwi-Oxychem, esiya kuthi singene kwiinkcukacha ezininzi kamva.iyi-oyile kunye negesi.i Ukubhiyozela imveliso yeoyile yokuqala yeoyile evela kwiNtaba ye-Horn yeSernay West.Imihlaba entsha ixhunyiwe ngempumelelo kwi-Horn Hill Spar Spar-Sparline-Splight-Splightline.
Le projekthi igqityiwe kuhlahlo-lwabiwo mali kunye neenyanga ezingaphezu kwesithathu ngaphambi kweshedyuli. Imveliso entsha kwi-Intanethi ngendlela eyiyo i-intanethi.
Iqela le-oxy oman libhiyozelwe irekhodi lemihla ngemihla kwibhloko 9 kwi-Oman Oman, apho i-oxy isebenza khona ukusukela kwiminyaka engama-40 ye-9 isesaphule iMveliso eqinileyo nePhepha yePlaysm yoMsebenzi .Sithatha inyathelo ngokuthatha amanyathelo okwenza uluhlu lwethu olukhulu lwezinto zexabiso ngaphakathi kweUnited States.
Xa sabhengeza i-Midland Badland Banthere ye-Ecoptrol ngo-2019, ndatsho ukuba sonwabile ukuba sisebenze kunye nentsebenzo ebalaseleyo kwaye i-oxy ixhamle kwimveliso eyongezelelweyo kwaye Ukuhamba kwemali ukusuka e-Midland Basin ngotyalo-mali oluncinci.Sinethamsanqa lokusebenza kunye namahlakani anobuchule obukhulu kwaye babelane ngokulinganayo ukuze bomeleze i-oxt Kwi-Midland Basin kwaye wandise ubudlelwane bethu ukugubungela malunga ne-20,000 ye-Acres Net ye-Acres kwi-Spasin.
Oku kubandakanya i-18,000 ye-Acres eDelaware, eTexas, esiya kusetyenziswa kwiziseko zophuhliso.I-Midland Basin, i-oxy iya kuxhamla kwikota yokuqala ye-2025 ukuvala isi siVumelo. Ithuba lokuqhubela phambili umhlaba ophambili kwizicwangciso zethu zophuhliso ngelixa kungenelwa kwimali eyongezelelweyo ukuya kuthi ga kwiipesenti ezingama-75.
Kwinyanga ephelileyo, sangena kwisivumelwano esitsha semveliso yeminyaka engama-25 kunye ne-sonatrach e-Algeria, eya kuthi inxibelelane nelayisensi ekhoyo ye-oxy ye-AXY ihlaziya kwaye iyenza isebenzisana ne-oxy ithuba loku Ukunyusa iindawo zolondolozo kwaye uqhubeke nokukhulisa ii-asethi ezisezantsi zemali kunye namahlakani exesha elide. IiProjekthi zeeProjekthi.Umnxeba wethu weNkomfa ye-Q4, sakhankanya isifundo sokutya ukuze sivavanye i-Guil-Alkali i-asethi kunye netekhnoloji ye-diaphragm.
Ndonwabile ukubhengeza ukuba indawo yethu yendawo yendawo yokulwa, ibekwe kufutshane ne-Houston Carnel Park, Texas, yenye yezixhobo esiya kuba sezixhobo ze-Oxy i-Oxy ye-Oxy ye-Oxy ye-Oxy ye-Oxy ye-Oxy .Lo projekti iphunyezwe kwinxalenye yokuhlangabezana nemfuno yabathengi yeChlorine, i-Chlorine Derivatives kunye namaBakala aKhoyo e-Caustic Soda, esinokusenza sisebenzise itekhnoloji entsha.
Le projekthi kulindeleke ukuba yonyuse ukuhamba kwemali ngokuphucula ingeniso yenzuzo kunye nokwandisa inani leemveliso, ngelixa kuncitshiswa kwi-2023 iprojekthi yemali yemali ukuya kuthi ga kwi-1,1 bhiliyoni malunga nesithathu IXESHA lokusebenza, imisebenzi ekhoyo kulindeleke ukuba iqhubeke njengesiqhelo, kunye nophuculo olulindelekileyo ku-2026.Ukulwa lungafunwanga iqumrhu kwaye lithathwe ngaphakathi kwivolumu ye-chlorine kunye ne-caustic imiqulu yakho iya kuba imvumelwano xa i-intanethi ikwi-intanethi.
IProjekthi yeNdawo yeNdawo yiTyalo-mali yethu yokuqala kwi-oxychem ukusukela kulwakhiwo kunye nokuzaliswa kwe-Ethylene Cracker 4CPE Gamati ye-4. Siqhuba izifundo ezifanayo zokutya kwezinye izinto ze-chlolori kunye nesicwangciso sokuncedisa iziphumo.I ziya kuguqula umnxeba uphezulu, ngubani oza kukukhokelela kwiziphumo zethu zesibini kunye nesikhokelo.
Enkosi, vicky, kunye nemvakwenu ezilungileyo. Ngokuyintloko ngenxa yokufumana kwi-zulelo ekuhlanjululwe ngamatyala kwangethuba kunye nohlengahlengiso lweentengiso ezilungileyo.Sivuya ukukwazi ukwaba imali yokwabelana ngemali kwikota yesibini.
Ukuza kuthi ga ngoku, ngoMvulo, nge-1 ka-Agasti, sithengile ngaphezulu kwe-18 yezigidi ze- $ 1.1 yezigidi zeedola, kwixabiso eliphakathi le-60, kwikota ethengiswayo, malunga ne-3.1 yeendawo ezithengiswayo ezi-3.1 Iyonke yokuzilolonga ukuya kuthi ga kwi-4,4 yezigidi, yeyiphi i-11.5 yezigidi - i-111.5 yezigidi yayibalasele. Ukukhankanywa, sonwabile ukomeleza nokwandisa ubudlelwane bethu ne-ecoperrol kwisitya sasePermian.
Uhlengahlengiso lwe-JV luvala kwikota yesibini ngomhla woku-1 kuJanuwari, 2022.Ukukhuthaza eli thuba, sizimisele ukongeza irig eyongezelelweyo ekupheleni konyaka ukuya kwiDelaware Basin.adding Akulindelanga ukuba bongeze nayiphi na imveliso kude kube ngama-2023, njengoko i-Disandare Joure's Houre iyonke ingafiki kwi-intanethi de kube naliphi na ifuthe elilandelayo kuhlahlo-lwabiwo mali lwethu kulo nyaka.
Silindele ukuba i-Delaware jv kunye ne-Midland iphuculwe i-JV iya kusivumela ukuba silondoloze okanye sinciphise isikhokelo se-permina esikhokelayo xa sisenza iMveliso ye-2023 yeMveliso ye-MAGEMPY Isikhokelo kancinci ngenxa yomhla woku-1/2 / ukudluliselwa kwemidla yokusebenza yomsebenzi kwi-Midland Babin.adding, ngokobuqili inkcitho ye-Obo ukuya kwi-asethi yethu yokusebenza .
Ukufuduka kwemisebenzi yokusebenza eyinkunzi kuya kubonelela ngokuqiniseka ngakumbi kwentshona ye-Western ka-2022 nasekuqalekeni kwexabiso le-inventri enikezelweyo kunye nexesha lokutshintsha kwemveliso inefuthe elincinci kwimveliso yethu Ngo-2022 ngenxa yokufuduka kwemisebenzi kwisiqingatha sesibini sonyaka, izibonelelo zokuphuhlisa izixhobo esizisebenzisayo kulindeleke ukuba zikhokele kwiziphumo zemali ezinamandla. Ukudluliselwa kwemali eyintloko yeObo, idityaniswe nokudluliselwa kwemicimbi yokusebenza kwi-Medical Depeure, kwaye imiba eyahlukeneyo yexesha elisebenzayo ibangele ukuba kuhlaziywe phantsi kwesikhokelo semveliso seminyaka esisileyo yeminyaka.
Impembelelo ezolelayo ineempembelelo ikakhulu zihambelana nemicimbi yomntu wesithathu njengokuphazamiseka kwegesi ye-EOR kunye nolunye uphazamiso lwegesi kunye nolunye ulwabiwo lwenkampani epheleleyo. Elapho kunye ne-Gulf yaseMexico.Kinelly, siqaphela ukuba ukuhlangulwa kwemveliso yethu ye-permian kuhlala yomelele kakhulu kwikota yesine yama-2021.Silindele ukuveliswa kwenkqubo Ukuya kwi-1.2 yezigidi ze-BOE ngosuku kwisiqingatha sesibini sika-2022, ngaphezulu kakhulu kuneso siqingatha sokuqala.
Imveliso ephezulu kwisiqingatha sesibini ibe sisiphumo esilindelekileyo sesicwangciso sethu se-2022, kwinxalenye ethile ngenxa yomsebenzi we-ramp ocwangcisiweyo kwikota yesithathu ibandakanya ukukhula okuqhubekayo kwi-permin, kodwa kuthatha ukubakho kwe-tropicalges yemozulu kwi-gulf ye-gulf ye-gulf, edityaniswe neqela lesithathu leqela kunye nemveliso esezantsi kwi-rockies kwi-rigs kwi-permin kwi-permia.But njengoko benditshilo Umnxeba wangaphambili, silindele ukuba inkcitho yemali ibe kufutshane nenqanaba eliphezulu loluhlu lwethu lwe- $ 3.9 yezigidigidi ukuya kwi- $ 4.3 yezigidigidi.
Imimandla ethile esisebenza kuyo, ngakumbi ingingqi ye-permia, iyaqhubeka nokufumana uxinzelelo oluphezulu lwezinto ezininzi kunabanye. Uhlahlo-lwabiwo mali lufanele ukwenziwa kwiSicwangciso sethu se-2022, njengoko imali eyongezelelweyo kwi-pemina iya kwandula ukuthunyelwa kwezinye ii-asethi ezinokuvela kwi-SEARDE SPREADSE CORD.A0 nge-oyile yeoyile Ngokuyintloko ngokuyintloko ngenxa yeendleko ezilindelekileyo zezabasebenzi kunye ne-permian, kunye nexabiso eliqhubekayo kwi-Eor ye-WTI ye-WTI ye-WTI ye-WTI.
I-OxeyChem iqhubeka iqhuba kakuhle, kwaye saphakamisa isikhokelo sethu sonyaka esisikhokelo sekota kunye nesiqingatha esineziseko zesibini esincinci kunangaphambili. Amanqanaba akhoyo ngoku ngenxa yoxinzelelo lokuthintela ukunyuka kwamandla, kwaye silindele indawo yendawo yesithathu neyesine ukuba yomelele yimigangatho yembali.Usezimalini zemali.I-Septemba, sizimisele ukubuyisela i-SUTTAL SUPS ye- $ 275 yezigidi.
Ityala lomnatha okanye ukuphuma kwemali elifunwayo ukuthengisa ezi shists ziphantse zibe yi-100 yezigidi ze-curve. Amaxabiso eoyile ayaqhubeka nokuhlala eyomeleleyo, aphakamise ukungahambi kakuhle kwexabiso le-WTI le-WTI liza kuphakama nangaphezulu.
Ukuba i-WTI i-windows $ 100 ngo-2022, silindele ukuhlawula malunga ne- $ 1.2 yezigidigidi kwi-US Federal Cash irhafu. -Injongom ye-5 yeebhiliyoni ze- $ 5 kwinqununu kulo nyaka. wenze inkqubela phambili enentsingiselo kwinjongo yethu ephakathi yokunciphisa ityala lezonke.
Siqalise ukuthenga kwakhona kwinani lesibini ukuya phambili kwisabelo sethu senkxaso-mali ukuze sabelane ngemali yokwabelana ngemali ukuya kwi-3 yeebhiliyoni zebhiliyoni.I Ithuba, siya kuqhubeka nokungena ngokwendlela, kwaye sinokuhlawula ityala ngaxeshanye njengemali yokuthenga intlawulo ye-Prourchanase igqityiwe kwixabiso le-Finet, esinalo Ukukholelwa kuyakukhawulezisa ukubuyela kwethu kwiBanga loTyalo-mali.
Xa sifika kweli nqanaba, sinqwenela ukunciphisa inkuthazo yethu yokwabela ukuhamba kwemali yasimahla kubandakanywa izinto eziphambili ngokubaluleka kokuhamba kwemali, ngokuyintloko ukwenza inkqubela phambili ekubuyiseleni kwiBanga loTyalo-mali. Imbono eyakhayo kumgangatho wethu wetyala okoko i-Forens yethu yokugqibela i-fowuni i-Arhente yokuQala yeTyala ePhakathi i-Arhente yethu i-notch kwi-moundy ye-guayy kunye ne-fitch.
Ekuhambeni kwexesha, sizimisele ukugcina i-the the the the primoum nge-1x i-1x Ityala / i-EBITDA okanye ngaphantsi kwe- $ 15 yezigidigidi. Ukukholelwa ukuba le nqanaba lezinto zokwabelana ngolawulo lwesabelo kwi-capitars Umjikelo wentengiso.i ngoku uza kuyibuyisa umnxeba kwi-vicki.
Heeeedy Misys guys.thank ngokuthatha umbuzo wam.so, ngaba ungathetha ngotshintsho olwahlukeneyo kwisikhokelo seCapex? Kwaye emva koko ujonge ezinye zenxalenye yamalungu e-fid entsha ye-chems, kwaye emva koko utshintsho lwesakhiwo kwi-ecopetroror? Nayo nayiphi na into onokusinika i-Ecept?
Ndiza kuvumela uRichard ugubungela utshintsho lweCapex kwaye ndiza kulandela inxenye yolo mbuzo.
UJohn, lo nguRichard.yes, kukho amanye amalungu ashukumayo xa sijonga ilizwe lase-US.n, izinto ezininzi zenzekile kulo nyaka.
Ndiyacinga, okokuqala, ukusuka kwi-Obot kwi-Obo, sathatha i-Wedge kwisicwangciso semveliso.at turestan yonyaka, yaqhubeka icotha malunga nokuhanjiswa kwemali Kwimisebenzi yethu, eyenza into.ne, inyusa umtshato wokuveliswa kuthi, kodwa uyongeza izixhobo kwisiqingatha sesibini, esisinika ukuqhubeka kwesiqingatha sesibini.
Sithanda izinto esizithandayo.apha ukhankanyiwe kwingxelo yakhe, ezi ziiprojekthi zokubuyisa kakhulu.so kukuhamba okuhle. Kwaye ke, ukufumana iirigs kunye ne-rigs i-rigs kunye needolophu zokutsala ekuqaleni konyaka owenzayo ukuba silawule ukunyuka kwamaxabiso kunye nokuphucula ixesha lokusebenza kwethu njengoko sasizinikezela ukuba ukukhula kwesiqingatha sesibini sonyaka.
Enye inyathelo, ke inyathelo lesibini liyinto yokutyhobela i-oxy.so inxenye yayo ivela kwi-LCV.Sinokuxoxa ngakumbi ngenkcukacha ukuba ifuna ukuba isiqingatha sonyaka, sifuna ukuba kufutshane ukuya kwishishini le-carbon esezantsi.
Kwelinye icandelo le-CCUS elisebenza ukuba sibekhona, siqinisekile ngakumbi ukuphuhlisa ukubanjwa komoya. Cinga ngaloo ndlela i-200 eyongezelelweyo, ndingathi i-50% yazo ijikeleze ukongezwa kwemisebenzi.
Oku kusivumela ukuba sinyuse le mali kwaye sigcine ukuqhubeka, ngakumbi kwi-rigs, esiya kusinika ukukhetha njengoko sisiya kunciphisa i-cat loo nto.
Kodwa xa kuthelekiswa nesicwangciso sonyaka, silindele ukuba imbono inyuke nge-7% ukuya kwi-10% .Siyakwazi ukwenza ukonyuka kwe-4% kwakhona kwinkqubela phambili.Kodwa siqala ukubona Uxinzelelo oluthile lokunyuka kwamandla okunyuka kwamaxabiso aphuma.
Ndingathi ngoko malunga ne-capital ngo-2023, kusemva nje ukuba sazi ngokuqinisekileyo ukuba iya kuba yintoni.but Ecoperol JV iya kuba nelungelo lokulwa kwezixhobo kwaye siya kukhuphisana nemali.
kulungile
Ke, ukuba unganika umbala kwimithombo yamandla kwikota yesibini kunye notshintsho olibonileyo kwisiqingatha sesibini?
Ewe, uJohn.I uya kuyithetha imiqathango ye-vinyl kunye ne-caustic soda achonga intsebenzo yethu iyonke. Inqaku le-vambage, unefuthe elibonakalayo kwimivuzo, ekhokelele kwirekhodi yethu yesibini.
Ukuba ungene kwikota yesithathu, ndingathi impindezelo ebisifumene kwishishini le-vinyl ixesha elide lilawule ngakumbi. Ishishini lisanamandla amakhulu kwaye liyaqhubeka nokuphucula.iya kuthi imeko ye-macroeconomic isabonisa ukuba xa ujonga amaxabiso enzala, i-GDP, ethengisa kancinci, yiyo ukuba sincokole ngesiqingatha sentsimbi yesibini Isalamane kwisiqingatha sokuqala.But ngokwemozulu, sikwangena kwithuba elingalindelekanga lonyaka, isiqingatha sesibini sekota yesithathu, eqinisekisiweyo ukuba iphazamise imfuno kunye nemfuno.