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Yakatangwa muna 1993 nehama Tom naDavid Gardner, Iyo Motley Fool inobatsira mamirioni kuwana rusununguko rwemari kuburikidza newebhusaiti yedu, mapodcasts, mabhuku, makoramu emapepanhau, maredhiyo eredhiyo uye masevhisi ekudyara ekutanga.
Yakatangwa muna 1993 nehama Tom naDavid Gardner, Iyo Motley Fool inobatsira mamirioni kuwana rusununguko rwemari kuburikidza newebhusaiti yedu, mapodcasts, mabhuku, makoramu emapepanhau, maredhiyo eredhiyo uye masevhisi ekudyara ekutanga.
Uri kuverenga chinyorwa chepachena chine pfungwa dzingasiyana kubva kuThe Motley Fool's premium investing service.Iva nhengo yeMotley Fool nhasi uye uwane nekukasira kuwana mazano edu epamusoro anoongorora, tsvakiridzo yakadzama, zviwanikwa zvekudyara nezvimwe.dzidza zvakawanda.
Masikati akanaka, uye tinokugamuchirai kuOccidental Petroleum's Second Quarter 2022 Earnings Conference Call.[Operator Instructions] Ndapota cherechedzai kuti chiitiko ichi chiri kurekodhwa.Ndinoda zvino kutendeudzira musangano kuna Jeff Alvarez, VP weInvestor Relations.ndapota pfuurira.
Ndatenda, Jason. Masikati mese, uye ndinokutendai nekujoinha runhare rweOccidental Petroleum's Q2 2022. Pakufona kwedu nhasi ndiVicki Hollub, Mutungamiriri uye CEO, Rob Peterson, Mutevedzeri Mukuru uye Mukuru Wezvemari, uye Richard Jackson, Mutungamiriri, US Onshore Resources uye Carbon Management Operations.
Masikati ano, tichange tichitaura nezvemasiraidhi kubva kuchikamu chevanoita mari pawebhusaiti yedu. Mharidzo iyi inosanganisira chenjedzo paSlide Yechipiri maererano nezvichatarisirwa mberi zvichaitwa pamusangano wemasikati ano. Ini zvino ndichaisa runhare kuna Vicki .Vicky, enda hako.
Maita basa Jeff uye mangwanani kana masikati mose.Takawana chinhanho chakakosha muchikamu chechipiri sezvatakapedzisa zvinangwa zvedu zvenguva pfupi yekudzikisa chikwereti uye takatanga chirongwa chedu chekutenga patsva.Kutanga gore rino, takaisa chinangwa chenguva pfupi chekubhadhara chikwereti. yakawedzera mabhiriyoni mashanu emadhora muchikwereti uyezve tichiwedzera huwandu hwemari yakagoverwa kune vagovani vanodzoka.Chikwereti chatakavhara muna Chivabvu chakaunza zvikwereti zvedu zvose zvekubhadhara chikwereti gore rino kudarika mabhiriyoni masere emadhora, zvichipfuura chinangwa chedu nekukurumidza kupfuura zvataitarisira pakutanga.
Nekubudirira kwezvinangwa zvedu zvenguva pfupi yekuderedza zvikwereti, takatanga chirongwa chekutenga patsva chemadhora mabhiriyoni matatu muchikamu chechipiri uye takatengazve mari inodarika bhiriyoni imwe nechidimbu. , sezvatakagovera mari yemahara kunyanya kusunungurwa kwechikwereti mumakore mashoma apfuura.Kuedza kwedu kuvandudza pepa redu remari kunoramba kuchienderera mberi, asi nzira yedu yekubvisa mari yasvika pachinhanho chekuti tarisiro yedu iri kuwedzera kune zvinonyanya kukosha.Masikati ano, I icharatidza chikamu chinotevera cheshareholder return framework uye yechipiri kota yekushandisa mhedzisiro.
Rob ichavhara mhedzisiro yedu yemari pamwe nekutungamira kwedu kwakagadziridzwa, kunosanganisira kuwedzera kune yedu yegore rose kutungamira kweOxyChem.Tanga neshareholder yedu yekudzoka framework.Kugona kwedu kugara tichipa yakanakisa mhedzisiro yekushanda, pamwe nekutarisisa kwedu pakuvandudza bhari yedu. , inotibvumira kuti tiwedzere mari yakadzoserwa kune vagoveri.Tichifunga nezvemitengo yezvinhu zvinotarisirwa zvino, tinotarisira kutengazve mari inosvika mabhiriyoni matatu emadhora uye kuderedza chikwereti chose pakati pevechiri kuyaruka pakupera kwegore.
Kana tangopedza chirongwa chedu chekutenga patsva chemadhora mabhiriyoni matatu uye kuderedza chikwereti chedu kusvika pakati pemakore ekuyaruka, tine chinangwa chekuenderera mberi tichidzorera mari kune vane masheya muna 2023 kuburikidza ne $40 WTI co-dividend uye chirongwa chinotyisa chekutengazve chikamu .Kufambira mberi kwataita . mukudzikisa muripo wemubereko kuburikidza nekudzikisira chikwereti, pamwe nekutonga nhamba yemasheya asara, zvichavandudza kuenderera kwegovedhi yedu uye zvinotibvumira kuwedzera chikamu chedu chechikamu nekufamba kwenguva.Tiri kutarisira kuwedzera kwegovedhi mune ramangwana kuve zvishoma nezvishoma uye zvine musoro, tinoita tisingatarisiri kuti ma dividends adzoke panhongonya dzawo dzapfuura. Tichifunga nezvekutarisa kwedu kudzorera mari kune vane mashareholders, gore rinouya tinogona kudzosera mari inodarika madhora mana pachikamu chimwe chete kuvaridzi vakafanana mumwedzi gumi nemiviri yapfuura.
Kusvika nekuchengetedza madzosero kune vane masheya avowo zvavo pamusoro pechikumbaridzo ichi kunozoda kuti titange kudzorera pfuma yavo yavanoda tichidzorera imwe mari kune vane mastocks.Ndinoda kujekesa zvinhu zviviri.Chekutanga, kusvika pa$4 per share threshold ndiyo inogona kuitika kune shareholder yedu. Return framework, kwete chinangwa chaicho.Chechipiri, kana tikatanga kudzikinura masheya atinoda, hazvireve chivharo pakudzoka kune vatekiwo zvavo, sezvo mari icharamba ichidzoserwa kune vane stockholders inopfuura $4 per share.
Muchikamu chechipiri, takagadzira mari yemahara inosvika mabhiriyoni mana nemazana maviri emadhora tisati tashanda mari, mari yedu yepamusoro-soro yemahara kusvika pari zvino. Mabhizinesi edu ese ari kuita zvakanaka, nekugadzirwa kwedu kwemafuta anosvika miriyoni imwe chete nechidimbu pazuva. kuenderana nepakati pekutungamira kwedu, uye yakazara kambani capital expenditures inosvika $972 miriyoni.OxyChem yakashuma rekodhi mihoro yechina inoteedzana kota, neEBIT yemadhora mazana masere emamiriyoni, sezvo bhizinesi rakaramba richibatsirwa nemitengo yakasimba uye kudiwa mu caustic, chlorine uye. PVC misika.Kota yekupedzisira, takaratidza OxyChem's Responsible Care and Facility Safety awards kubva kuAmerican Chemistry Council.
Zvakaitwa neOxyChem zviri kuramba zvichizivikanwa. Muna Chivabvu, Dhipatimendi reMagetsi reUnited States rakatumidza OxyChem iyo yakagamuchira Mubairo weBest Practices Award, iyo inocherekedza makambani ekuvandudza uye indasitiri inotungamira kubudirira mukutonga kwesimba. chirongwa chakakonzera shanduko yemaitiro inochengetedza simba uye inoderedza kuburitswa kwekabhoni dioxide ne7,000 metric tons pagore.
Kubudirira kwakadai kunondiita kuti ndidada nekuzivisa nezvechimanjemanje uye kuwedzera kwechirimwa kiyi paOxyChem, yatichapinda mune zvakadzama gare gare. Tendeukira kumafuta negesi.Ndinoda kukorokotedza timu yeGulf yeMexico. kupemberera kugadzirwa kwemafuta ekutanga kubva kumunda uchangobva kuwanikwa weHorn Mountain West.Munda mutsva wakabudirira kubatana neHorn Hill spar uchishandisa matatu-nehafu-mamaira twin-streamline.
Chirongwa ichi chakapedzwa pabhajeti uye pachine mwedzi mitatu nguva isati yarongwa. The Horn Mountain West tie-back inotarisirwa kupedzisira yawedzera madhiramu 30 000 emafuta pazuva uye muenzaniso wakanaka wemashandisiro atinoita zvinhu zvedu nehunyanzvi hwehunyanzvi kuunza. kugadzirwa kutsva pamhepo zvine mutsindo.Ndinodawo kukorokotedza zvikwata zvedu zveAl Hosn neOman.Sechikamu cheshanduko yakarongwa mukota yekutanga, Al Hosn yakawana rekodhi yayo yemazuva ano yekugadzira zvichitevera kuvharwa kwayo kwekutanga kuzere kwechirimwa.
Chikwata cheOxy's Oman chakapemberera kugadzirwa kwemazuva ese paBlock 9 kuchamhembe kweOman, uko Oxy yanga ichishanda kubva 1984.Kunyangwe mushure memakore anoda kusvika 40, Block 9 ichiri kutyora marekodhi nekugadzirwa kwakasimba kwepasi uye kushanda kwepuratifomu kutsva, zvichitsigirwa nechirongwa chakabudirira chekuongorora. .Tiri kushandisawo kushingairira mikana yekushandisa pfuma yedu yakakura mukati meUnited States.
Patakazivisa mubatanidzwa wedu weMidland Basin neEcoPetrol muna 2019, ndakataura kuti tiri kufara kushanda nemumwe wevatinoshanda navo vakasimba uye vekare vane hurongwa. cash flow kubva kuMidland Basin ine mari shoma.Tine rombo rakanaka kushanda nevamwe vatinoshanda navo vane hunyanzvi hwakadzama uye tinogovana vision yedu yenguva refu.Ndosaka ndine mufaro wakafanana kuzivisa mangwanani ano kuti Oxy neEcoPetrol vabvumirana kusimbisa mubatanidzwa wedu. muMidland Basin uye tiwedzere kudyidzana kwedu kuti tivhare anosvika zviuru makumi maviri emazana maeka muDelaware Basin.
Izvi zvinosanganisira 17,000 acres muDelaware, Texas, iyo yatichashandisa kune zvigadzirwa.MuMidland Basin, Oxy ichabatsirwa nemikana yekuenderera mberi, kuwedzera mari kuburikidza nekota yekutanga ye2025 kuvhara chibvumirano ichi.MuDelaware Basin, tine mukana wekufambisira mberi ivhu muzvirongwa zvedu zvebudiriro tichibatsirwa nekuwedzera mari inosvika 75%.Mukuchinjana nemari yakabatanidzwa, EcoPetrol ichawana chikamu chemubereko wekushanda mujoint venture assets.
Mwedzi wapera, takapinda muchibvumirano chitsva chemakore makumi maviri neshanu chekugoverana kwekugadzira neSonatrach muAlgeria, iyo ichabatanidza marezinesi eOxy aripo kuita chibvumirano chimwe chete. wedzera matura uye ramba uchigadzira midziyo inounza mari yakaderera nevadyidzani venguva refu. Nepo 2022 ichitarisirwa kuve gore rekodhi reOxyChem, tinoona mukana wakasarudzika wekuwedzera mihoro yeOxyChem yeramangwana uye kuyerera kwemari kuburitsa kugona nekudyara mune yakakwirira. -dzosa mapurojekiti.Pamusangano wedu weQ4, takataura nezvechidzidzo cheFEED chekuongorora kuvandudzwa kweimwe Gulf Coast chlor-alkali assets uye diaphragm-to-membrane tekinoroji.
Ndinofara kuzivisa kuti nzvimbo yedu yeBattleground, iri pedyo neHouston Ship Channel muDeer Park, Texas, ndeimwe yezvivakwa zvatichange tichiita zvechimanjemanje. .Ichi chirongwa chakaitwa muchikamu kuti chizadzise kudiwa kwevatengi kune chlorine, chlorine derivatives uye mamwe magiredhi ecaustic soda, yatinogona kugadzira tichishandisa tekinoroji nyowani.Ichatungamirawo kuwedzera kugona kune zvese zvigadzirwa.
Iyo purojekiti inotarisirwa kuwedzera kuyerera kwemari nekuvandudza mibairo yepurofiti uye kuwedzera huwandu hwezvigadzirwa, uku ichideredza kusimba kwesimba rezvigadzirwa zvinogadzirwa.Projekiti yemazuva ano uye yekuwedzera ichatanga muna 2023 nekudyara mari inosvika bhiriyoni imwe nemazana matatu emadhora. -gore nguva.Panguva yekuvaka, mabasa aripo anotarisirwa kuenderera mberi semazuva ose, nekuvandudzwa kunotarisirwa muna 2026. Kuwedzerwa hakusi kuvakwa kunotarisirwa sezvo isu takarongeka kare-kontrakiti uye inotorwa mukati kuti tidye kuwedzera kweklorine volume uye caustic volumes ichave. chibvumirano kana huwandu hutsva hwauya online.
The Battleground project ndiyo yedu yekutanga yakakura-scale mari muOxyChem kubva pakuvaka uye kupera kwe ethylene cracker 4CPe chirimwa muna 2017.Iyi purojekiti yekudzoka kwepamusoro ingori imwe yemikana yakawanda yekuti isu tiwedzere kuyerera kwemari yeOxyChem mumakore mashoma anotevera. Tiri kuita zvidzidzo zvakafanana zveFEED pane zvimwe chlor-alkali assets uye toronga kutaurirana zvawanikwa kana tapedza.Ini zvino ndichaisa runhare kuna Rob, uyo achakupfupikisa pamusoro pechikamu chedu chechipiri chemhinduro uye nhungamiro.
Waita hako Vicky, uye masikati akanaka. Muchikamu chechipiri, purofiti yedu yakaramba yakasimba uye takagadzira rekodhi yemahara yekubuda kwemari. Takazivisa mihoro yakagadziridzwa pachikamu chakaderedzwa che $3.16 uye takashuma mihoro yakaderedzwa pachikamu che $3.47, mutsauko pakati penhamba mbiri idzi. kunyanya nekuda kwekuwana kubva mukutanga kubhadhara chikwereti uye yakanaka musika cap kugadzirisa.Tinofara kukwanisa kugovera mari yekugovera kutengwazve muchikamu chechipiri.
Kusvika pari zvino, kubva Muvhuro, Nyamavhuvhu 1, takatenga migove inodarika miriyoni gumi nesere nemari inosvika bhiriyoni imwe chete yemadhora, mutengo wepakati wepakati wepasi pemadhora makumi matanhatu pamugove wega wega. Pamusoro pazvo, mukati mechikamu chekota, magwaro anosvika 3.1 miriyoni akatengeswa pachena akaitwa, zvichiunza 4.4 miriyoni, idzo 11.5 miriyoni - 111.5 miriyoni. Sezvatakataura, kana waranti yapihwa muna 2020, mari inotambirwa ichashandiswa pakutengazve masheya kuderedza kuderedzwa kungangove kune vanobatikana. As Vicki yataurwa, isu tinofara kusimbisa uye kuwedzera hukama hwedu neEcoPetrol muPermian Basin.
Iyo JV Amendment inovhara muchikamu chechipiri nemusi unoshanda waNdira 1, 2022. Kuti tiwedzere mukana uyu, tinoda kuwedzera imwe rig mukupera kwegore kuti titsigire zviitiko zvebudiriro yemubatanidzwa muDelaware Basin. zvisingatarisirwi kuwedzera chero chigadzirwa kusvika 2023, sezvo Delaware joint venture yekutanga tsime isingauye pamhepo kusvika gore rinouya. Zvakare, iyo JV Amendment haitarisirwe kuve nemhedzisiro ine musoro pabhajeti redu guru regore rino.
Isu tinotarisira iyo Delaware JV uye yakakwidziridzwa Midland JV ichatibvumira kuchengetedza kana kutoderedza iyo Permian's inotungamira indasitiri-inotungamira capital kusimba kupfuura 2023.Tinozopa rumwe ruzivo patinopa 2023 dhizaini yekugadzira. nhungamiro zvishoma tichitarisa nezvezuva rekutanga re1/1/22 uye kuchinjirwa kwezvido zvebasa kune mumwe watinoshanda naye muMidland Basin. Pamusoro pazvo, tiri kugovera patsva imwe yemari yakarongerwa kushandiswa kweOBO gore rino kune yedu inoshanda Permian assets. .
Kuiswa patsva kwezviitwa zvekushandiswa kwemari kuchapa chokwadi chezvekuendeswa kwedu kumavirira muhafu yechipiri ya2022 uye kutanga kwa2023, tichipawo mibairo yepamusoro yakapihwa mhando yedu yemhando uye kudzora mutengo.Kunyangwe nguva yeshanduko iyi ine zvishoma zvishoma pakugadzirwa kwedu. muna 2022 nekuda kwekutamiswa kwemabasa muhafu yechipiri yegore, zvakanakira kugadzira zviwanikwa zvatinoshanda nazvo zvinotarisirwa kuunza mhedzisiro yezvemari yakasimba kuenda kumberi.Chiitiko chakagadziridzwa chinotsvedza mushumo yemushumo wekuwedzera inoratidza shanduko iyi. Kuendeswa kweOBO capital, pamwe chete nekufambisa kwezvido zvekushanda mumubatanidzwa, uye dzakasiyana-siyana dzenguva pfupi dzekushanda dzakakonzera kudzokororwa kuderera kune yedu yegore rose yePermian yekugadzira nhungamiro.
Mamiriro ekushanda anonyanya kuenderana nenyaya dzebato senge kudzika kwegasi kukanganiswa kwezvinhu zvedu zveEOR uye kumwe kukanganiswa kusina kurongwa nevechitatu mapato. muRockies neGulf yeMexico.Pakupedzisira, tinoona kuti kugadzirwa kwedu kwePermian kunoramba kwakasimba, negwara redu rekugadzira rechikamu chechina chegore ra2022 richiwedzera ne100,000 BOE pazuva zvichienzaniswa nekota yechina ya2021. kusvika paavhareji yakatenderedza miriyoni 1.2 boe pazuva muhafu yechipiri ya2022, yakanyanya kukwirira kupfuura hafu yekutanga.
Kugadzirwa kwepamusoro muchikamu chechipiri kwave kuri kutarisirwa kwechirongwa chedu che2022, muchidimbu nekuda kwekuita-ramp-up basa uye kutendeuka kwakarongwa muchikamu chekutanga.Company-wide production guide for the third quarter inosanganisira kuramba uchikura muPermian, asi zvinotora. tichifunga nezve mukana wekukanganisa kwemamiriro ekunze ekunopisa muGulf yeMexico, pamwe chete nevechitatu-party downtime uye kuderera kwekugadzirwa muRockies sezvatinotamisa michina kuPermian.Mari yedu huru yegore rose inoramba yakafanana.Asi sezvandakataura pamusoro kufona kwekare, isu tinotarisira kuti mari yekushandisa mari ichave pedyo nekupera kwepamusoro kwehuwandu hwedu hwemadhora 3.9 bhiriyoni kusvika kumadhora 4.3 bhiriyoni.
Dzimwe nzvimbo dzatinoshanda madziri, kunyanya dunhu rePermian, dziri kuramba dzichisangana nekukwira kwemitengo kwakanyanya kudarika mamwe. Kuti titsigire chiitiko kusvika muna 2023 uye kugadzirisa mamiriro ekunze ekukwira kwemitengo, tiri kugoverazve mamiriyoni mazana maviri emadhora kuPermian. Tinotenda kuti muzinda wedu wekambani bhajeti rakakurisa zvakafanira kuti riite pachirongwa chedu cha2022, sekuwedzera mari muPermian ichaendeswazve kubva kune zvimwe zvinhu zvinokwanisa kuunza mari yepamusoro-kupfuura-inotarisirwa kuchengetedza mari. zvakaenzana zvakanyanya nekuda kwepamusoro-kupfuura-inotarisirwa mutengo wevashandi uye simba, kunyanya muPermian, uye kuenderera kwemitengo muEOR kune yedu WTI Index CO2 kutenga zvibvumirano Kumusoro kudzvanywa bhizinesi.
OxyChem yakaramba ichiita zvakanaka, uye takasimudza hutungamiri hwedu hwegore rose kuratidza chikamu chechipiri chakasimba uye hafu yepiri iri nani pane yaimbotarisirwa.Kunyange zvazvo zvakakosha zvenguva refu zvichiramba zvichitsigira, isu tichiri kutenda kuti mamiriro emusika anogona kupera kubva mazinga azvino nekuda kwekukwira kwemitengo, uye isu tinotarisira kuti chikamu chechitatu nechina chive chakasimba nemaitiro ezvakaitika kare.Kudzokera kuzvinhu zvemari.Muna Gunyana, isu tine tarisiro yekugadzirisa chiyero chemhindu chezita che275 miriyoni.
Chikwereti chemumbure kana kubuda kwemari kunodiwa kutengesa idzi swaps ingangoita madhora zana emamiriyoni emadhora pane yazvino mubereko curve. Chikamu chekupedzisira, ndakataura kuti neWTI inosvika makumi mapfumbamwe emadhora dhiramu muna 2022, taitarisira kubhadhara madhora mazana matanhatu emadhora muUS federal cash tax. Mitengo yemafuta inoramba ichiramba yakasimba, zvichisimudza mikana yekuti mutengo wepagore weWTI uchave wakatokwira.
Kana WTI inosvika zana remadhora muna 2022, isu tinotarisira kubhadhara mari inosvika bhiriyoni imwe chete nemazana maviri emadhora muUS federal cash taxes. Sezvakataurwa naVicki, gore-kusvika-nhasi, takabhadhara mari inosvika mabhiriyoni masere nemazana masere emadhora muchikwereti, kusanganisira mabhiriyoni mana nemazana masere emadhora muchikamu chechipiri. -chinangwa chekubhadhara mari inosvika mabhiriyoni mashanu emadhora gore rino.
Takatanga kutenga patsva masheya muchikamu chechipiri kuti tienderere mberi nehurongwa hwedu hwekudzoserwa kwevashareri sechikamu chekuzvipira kwedu kudzosera mari yakawanda kune vane mashareholders.Tine chinangwa chekuenderera mberi nekupa mari yemahara kuti tigovane patsva kusvika tapedza chirongwa chedu chemazuva ano chemadhora mabhiriyoni matatu. Munguva iyi. nguva, ticharamba tichiona mukana wekubhadhara chikwereti, uye tinogona kubhadhara chikwereti panguva imwe chete nekutengazve stock. Kana chirongwa chedu chekutanga chekutenga patsva chapera, tine chinangwa chekugovera mari yemahara kuderera kwechikwereti chevachiri kuyaruka, izvo isu tenda ichamhanyisa kudzoka kwedu kugiredhi rekudyara.
Kana tasvika padanho rino, tinoda kudzikisa kurudziro yedu yekugovera mari yemahara nekubatanidza mapurojekiti ekutanga mune zvatinokoshesa mafambisirwo emari, zvikuru nekudzikisa chikwereti. Tinoramba tichifambira mberi kusvika kuchinangwa chedu chekudzokera kugiredhi rekudyara. Fitch yakasaina gwaro Maonero akanaka pamusoro pekiredhiti yedu kubva pamuhoro wedu wekupedzisira. Masangano makuru matatu makuru anoona nezvechikwereti anoyera chikwereti chedu pazasi pegiredhi rekudyara, aine maonero akanaka kubva kuMoody's neFitch.
Nekufamba kwenguva, isu tine chinangwa chekuchengetedza yepakati-yenguva yekuwedzera kune yakatenderedza 1x chikwereti / EBITDA kana pazasi $ 15 bhiriyoni. Isu tinotenda iyi nhanho yekuwedzera ichaenderana nehurongwa hwedu hwemari sezvatinovandudza kudzoka kwedu pakuenzanisa uku tichisimbisa kugona kwedu kudzosera mari kune vanogovana mari mukati mese. the commodity cycle.Ini manje ndichadzorera call kuna Vicki.
Hei masikati akanaka varume. Maita basa nekutora mubvunzo wangu. Saka, mungataura here nezvekuchinja kwakasiyana-siyana mukutungamira kwecapex? Ndinoziva kuti masimudza nhamba yePermian, asi iyo yose yakaramba yakafanana. Saka, chii chakabva mari iyoyo? Uyezve kutarisa kwekutanga kune zvimwe zvezvikamu zvine simba zveFID itsva yegore rinouya yeChems, uyezve shanduko yemaitiro kuEcoPetrol?Chero chipi chaungatipa mune rinouya chinoisa chinozobatsira.
Ndicharega Richard achivhara capex shanduko uye ini ndozotevera nechikamu chekuwedzera chemubvunzo iwoyo.
John, uyu ndiRichard.Hongu, pane zvimwe zvinofamba kana tikatarisa mhiri kwemakungwa muUS.Maonero edu, pane zvakawanda zvakaitika gore rino.
Ndinofunga, kutanga kune zvose, kubva pakuona kweOBO, takatora wedge muurongwa hwekugadzira.Pakutanga kwegore, yakava zvishoma zvishoma maererano nekutumira.Saka tinoramba tichiita chiito chekuisa imwezve mari. mumabasa edu, anoita chimwe chinhu.Imwe, inochengetedza wedge yekugadzirwa kwatiri, asi inowedzerawo zviwanikwa kune chikamu chechipiri, ichitipa imwe kuenderera mberi muhafu yechipiri.
Tinoda zvatinoita.Sezvakataurwa naRob mukutaura kwake, aya mapurojekiti akanaka kwazvo ekudzoka kwepamusoro.Saka idanho rakanaka.Uyezve, kutora matinji uye ma fracking cores mukutanga kwegore kwakatibatsira chaizvo kudzora inflation. uye tivandudze nguva yekuita kwedu sezvatakaunza kukura ikoko muhafu yechipiri yegore.
Chimwe chikamu, saka nhanho yechipiri ndeye reallocating kubva kuOxy.Saka chikamu chayo chinobva kuLCV.Tinogona kukurukura zvakadzama kana zvichidikanwa.Asi zvinoita - sezvatinoenda muhafu yechipiri yegore, tinoda kuva pedyo. kusvika pakati pemabhizimisi e-low-carbon.
Mune rimwe basa reCCUS repakati ratinaro panzvimbo, ichokwadi chakanyanya kusimba kutenderedza kubatwa kwemhepo. Saka, uyezve, ndinofunga kumwe kuchengetwa kweOxy yese kwakabatsira chaizvo pachiyero ichocho. Saka kana iwe funga nezvemazana maviri aya, ndingati 50% yawo iri pedyo nekuwedzera kwezviitiko. Saka isu tiri mberi-kumberi muzvirongwa zvedu zvegore rino.
Izvi zvinotibvumira kuti tiwedzere mari iyi uye tirambe tichienderera mberi, kunyanya pamagetsi, izvo zvinozotipa sarudzo sezvatichapinda muna 2023. Zvino chimwe chikamu chiri pedyo nekukwira kwemitengo. Takaona kudzvinyirira uku. izvo.
Asi kana tichienzanisa nehurongwa hwegore rino, tinotarisira kuti maonero achawedzera ne7% kusvika 10%.Takakwanisa kudzoreredza kuwedzera kwe4% mumari yekushanda.Tafadzwa zvikuru nebudiriro iyi.Asi tinotanga kuona. dzimwe dzvinyiriro dzekukwira kwemitengo dzinobuda.
Ndingati panyaya yecapital muna 2023, zvave kumberi kuti tizive kuti zvichavei.Asi EcoPetrol JV ichakodzera kugoverwa kwezviwanikwa uye tichakwikwidza nemari muchirongwa ichi.
zvakanaka chaizvo zvakanaka.Zvino, shandura kumakemikari.Kana iwe uchigona kutaura pamusoro pezvakakosha zvebhizimisi.Mushure mechikamu chechipiri chakasimba kwazvo, kutungamirirwa kwehafu yechipiri kwakawira zvakanyanya.
Saka, kana iwe ukakwanisa kupa rumwe ruvara pane zvitubu zvesimba muchikamu chechipiri uye shanduko dzawaona muhafu yechipiri?
Hongu, John.Ndingati mamiriro ebhizinesi revinyl uye caustic soda anonyanya kuratidza kushanda kwedu kwese.Kudivi remakemikari, zvaive zvakajeka zvakanyanya muchikamu chechipiri.Kana tikatarisa kune ese ari maviri - ese bhizinesi uye iyo vantage point, une chekuita kwakakura pamihoro, izvo zvakatungamira kune yedu rekodhi chikamu chechipiri.
Kana ukapinda muchikamu chechitatu, ndingati kunetsa kwakanyanya kwatakaita mubhizinesi revinyl kwenguva yakati rebei kwave kukwanisika. bhizinesi richiri rakasimba kwazvo uye rinoramba richivandudza.Ndingati macroeconomic mamiriro achiri kuratidza kuti kana iwe ukatarisa mubereko, dzimba dzinotanga, GDP, vari kutengeserana zvishoma zvishoma, ndosaka takataura nezvechikamu chechipiri chisina simba. maererano nehafu yekutanga.Asi maererano nemamiriro ekunze, tiri kupindawo munguva isingatarisirwi zvikuru yegore, chikamu chechipiri chetatu chetatu, icho chine chokwadi chekuvhiringidza kupa uye kudiwa.