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Yasungulwa ngo-1993 abafowethu u-Tom noDavid Gardner, i-Motley Fool isiza izigidi ukuba zithole inkululeko yezezimali ngewebhusayithi yethu, ama-podcasts, izincwadi, amakholomu amaphephandaba, izinhlelo zomsakazo kanye nezinsizakalo zokutshala izimali ezikhokhelwayo.
Yasungulwa ngo-1993 abafowethu u-Tom noDavid Gardner, i-Motley Fool isiza izigidi ukuba zithole inkululeko yezezimali ngewebhusayithi yethu, ama-podcasts, izincwadi, amakholomu amaphephandaba, izinhlelo zomsakazo kanye nezinsizakalo zokutshala izimali ezikhokhelwayo.
Ufunda indatshana yamahhala enemibono engase yehluke kusevisi yokutshala imali eyi-premium ye-Motley Fool.Yiba yilungu le-Motley Fool namuhla futhi uthole ukufinyelela okusheshayo ezincomweni zethu eziphezulu zomhlaziyi, ucwaningo olujulile, izinsiza zokutshala izimali nokunye.funda kabanzi
Sawubona, futhi wamukelekile ku-Occidental Petroleum's Second Quarter 2022 Earnings Conference Call.[Iziyalezo Zomsebenzisi] Sicela uqaphele ukuthi lo mcimbi uyarekhodwa.Manje ngingathanda ukudlulisela umhlangano ku-Jeff Alvarez, I-VP Yezobudlelwano Bobatshalizimali.ngicela uqhubeke.
Siyabonga, Jason.Sanibonani nonke, futhi siyabonga ngokujoyina ucingo lwengqungquthela ye-Occidental Petroleum ye-Q2 2022. Ocingweni lwethu namuhla kukhona u-Vicki Hollub, uMongameli kanye noMphathi Omkhulu, u-Rob Peterson, iPhini Likamongameli Omkhulu kanye Nesikhulu Esiyinhloko Sezezimali, kanye no-Richard Jackson, uMongameli, Izinsizakusebenza zase-US Onshore kanye nokusebenza kweCarbon Management.
Namuhla ntambama, sizobe sibhekisela kumaslayidi avela engxenyeni yabatshalizimali kuwebhusayithi yethu. Lesi sethulo sihlanganisa isitatimende sesexwayiso ku-Slide Sesibili mayelana nezitatimende ezibheke phambili ezizokwenziwa ocingweni lwengqungquthela yanamhlanje ntambama. Manje ngizodlulisela ucingo kuVicki .Vicky, ngicela uqhubeke.
Siyabonga Jeff futhi sawubona wonke umuntu ekuseni noma ntambama. Sifinyelele ingqopha-mlando ngekota yesibili njengoba siqedela imigomo yethu yokunciphisa izikweletu eseduze futhi saqala uhlelo lwethu lokuthenga kabusha amasheya. Ngasekuqaleni kwalo nyaka, sizibekele umgomo oseduze wokukhokha izikweletu ezengeziwe zamaRandi ayizigidi eziyizinkulungwane ezingu-5 bese sikhuphula ngokwengeziwe inani lemali eyabelwe izimbuyiselo zabanikazi bamasheya. Isikweletu esisivale ngoMeyi silethe isamba sokukhokha isikweletu sethu kulo nyaka safinyelela ngaphezu kwezigidigidi eziyisi-8 zamaRandi, seqa umgomo wethu ngesivinini esisheshayo kunalokho ebesikulindele ekuqaleni.
Ngokufezwa kwezinjongo zethu zokunciphisa izikweletu zesikhathi esiseduze, siqale uhlelo lokuthenga kabusha amasheya ayizigidi eziyizinkulungwane ezintathu ngekota yesibili futhi sesithenge kabusha isitokwe esingaphezu kwezigidigidi ezingu-1.1 zamaRandi. Ukusatshalaliswa okwengeziwe kwemali kubanikazi bamasheya kubonisa inqubekelaphambili ephusile yezinto eziza kuqala ekuphileni kwethu. , njengoba sabele ukungena nokuphuma kwemali kwamahhala ngokuyinhloko ekukhululeni izikweletu eminyakeni embalwa edlule. Imizamo yethu yokuthuthukisa ibhalansi yethu iyaqhubeka, kodwa inqubo yethu yokwehliswa kwemali isifinyelele esigabeni lapho ukugxila kwethu kunwebeka kukho okubaluleke kakhulu ekungeneni kwemali. izokwethula isigaba esilandelayo sohlaka lokubuyiselwa kwabanikazi bamasheya kanye nemiphumela yokusebenza kwekota yesibili.
U-Rob uzobhekana nemiphumela yethu yezezimali kanye neziqondiso zethu ezibuyekeziwe, ezihlanganisa ukwengeza esiqondisweni sethu sonyaka wonke se-OxyChem.Qala ngohlaka lwethu lokubuya kwabanikazi bamasheya.Ikhono lethu lokuletha imiphumela emihle kakhulu yokusebenza ngokuqhubekayo, kuhambisana nokugxila kwethu ekuthuthukiseni ibhalansi yethu. , kusivumela ukuba sikhulise inani lemali ebuyiselwe kubanikazi bamasheya.Ngenxa yalokhu okulindelekile kwentengo yempahla yamanje, silindele ukuphinda sithenge kabusha isamba semali eyizigidi eziyizinkulungwane ezintathu zamaRandi esitokweni futhi sinciphise isamba sezikweletu sifinyelele eminyakeni eyishumi nambili ekupheleni konyaka.
Uma sesiqedele uhlelo lwethu lokuthenga kabusha amasheya ayizigidi eziyizinkulungwane ezingu-3 futhi sehlise isikweletu sethu phakathi nentsha, sihlose ukuqhubeka nokubuyisela imali kubanikazi bamasheya ngo-2023 ngokusebenzisa i-dividend eqhubekayo engu-$40 WTI kanye nohlelo lokuthenga kabusha amasheya .Inqubekela phambili esiyenzile ekwehliseni izinkokhelo zenzalo ngokunciphisa izikweletu, okuhambisana nokuphatha inani lamasheya asele, kuzothuthukisa ukusimama kwesabelomali sethu futhi kusivumele ukuthi sinyuse izabelo zethu ezivamile ngesikhathi esifanele. Nakuba silindele ukuthi ukwenyuka kwezabelo zesikhathi esizayo kube kancane kancane futhi kube nenjongo, senza kanjalo. ungalindeli ukuthi ama-dividends abuyele esiqongweni sawo sangaphambilini. Njengoba sigxile ekubuyiseleni imali enkulu kubanikazi bamasheya, ngonyaka ozayo singase sibuyisele imali engaphezu kuka-$4 ngesheya ngalinye kubanikazi bamasheya abavamile ezinyangeni eziyi-12 ezedlule.
Ukufinyelela nokugcina imbuyiselo kubanikazi bamasheya abavamile ngaphezu kwalo mkhawulo kuzodinga ukuthi siqale ukuhlenga isitoko esisithandayo kuyilapho sibuyisela ukheshi owengeziwe kubanikazi bamasheya abavamile. uhlaka lokubuyisela, hhayi umgomo othize.Okwesibili, uma siqala ukuhlenga isitoko esithandwayo, akusho umkhawulo wembuyiselo kubanikazi bamasheya abavamile, njengoba ukheshi uzoqhubeka nokubuyiselwa kubanikazi bamasheya abavamile engaphezu kuka-$4 ngesheya ngalinye.
Ngekota yesibili, sikhiqize ukungena kwemali kwamahhala okungamaRandi ayizigidi eziyizinkulungwane ezingu-4.2 ngaphambi kokusebenza kwemali, ukuhamba kwethu kwemali kwamahhala okuphezulu kakhulu ngekota kuze kube manje. Amabhizinisi ethu wonke enza kahle, ngokukhiqiza kwethu okuqhubekayo kwemiphongolo kawoyela elingana nesigidi esingu-1.1 ngosuku, ihambisane nendawo emaphakathi yesiqondiso sethu, kanye nezindleko zezindleko zenkampani eziyizigidi ezingu-972 zamaRandi. I-OxyChem ibike amarekhodi amaholo ekota yesine ilandelana, ne-EBIT yezigidi ezingu-800 zamaRandi, njengoba ibhizinisi laliqhubeka nokuhlomula emananini aqinile nesidingo ku-caustic, i-chlorine kanye Izimakethe ze-PVC.Ngekota edlule, sigqamise imiklomelo ye-OxyChem Yokunakekela Ngokuzibophezela kanye Nezindawo Zokuphepha ezivela ku-American Chemistry Council.
Izimpumelelo ze-OxyChem ziyaqhubeka nokuqashelwa.NgoMeyi, uMnyango Wezamandla wase-US uqambe i-OxyChem umamukeli Womklomelo Wezenzo Ezinhle Kakhulu, ohlonipha izinkampani ngezimpumelelo ezintsha nezihamba phambili embonini ekuphathweni kwamandla.I-OxyChem yaqashelwa ngobunjiniyela obudidiyelwe, ukuqeqeshwa kanye nentuthuko. uhlelo oluholele ezinguqukweni zenqubo ezonga amandla kanye nokunciphisa ukukhishwa kwe-carbon dioxide ngamathani angu-7,000 metric ngonyaka.
Kuyimpumelelo efana nalena engenza ngiziqhenye ukumemezela ukwenziwa kwesimanjemanje kanye nokunwetshwa kwemboni esemqoka e-OxyChem, esizongena kuyo ngokuningiliziwe ngokuhamba kwesikhathi.Vumela uwoyela negesi.Ngithanda ukuhalalisela ithimba laseGulf of Mexico ukugubha ukukhiqizwa kokuqala kukawoyela ovela endaweni esanda kutholwa yaseHorn Mountain West.Insimu entsha ixhunywe ngempumelelo ku-Horn Hill spar kusetshenziswa i-twin-streamline engamamayela amathathu nesigamu.
Lo msebenzi waqedwa ngesabelomali futhi kusasele izinyanga ezingaphezu kwezintathu ngaphambi kwesikhathi esimisiwe. I-Horn Mountain West tie-back kulindeleke ukuthi ekugcineni yengeze imiphongolo kawoyela engaba ngu-30,000 ngosuku futhi iyisibonelo esihle sokuthi sisebenzisa kanjani impahla yethu kanye nobuchwepheshe bethu ukuze balethe. ukukhiqizwa okusha ku-inthanethi ngendlela ephumelelayo yemali. Ngithanda futhi ukuhalalisela iqembu lethu le-Al Hosn nelase-Oman.Njengengxenye yoshintsho oluhleliwe ngekota yokuqala, i-Al Hosn izuze irekhodi layo lokukhiqiza lakamuva ngemva kokuvalwa kwemboni yayo yokuqala.
Ithimba lika-Oxy lase-Oman lagubha ukukhiqizwa kwamarekhodi nsuku zonke eBlock 9 enyakatho ye-Oman, lapho i-Oxy ibisebenza khona kusukela ngo-1984. Ngisho nangemva kweminyaka ecishe ibe ngu-40, i-Block 9 isaphula amarekhodi ngokukhiqizwa okuqinile okuyisisekelo nokusebenza kwenkundla entsha yokuthuthukisa, esekelwa uhlelo lokuhlola oluyimpumelelo. .Siphinde siwabambe ngentshiseko amathuba ukuze sisebenzise uhlu lwethu olukhulu lwempahla e-United States.
Ngesikhathi simemezela ibhizinisi lethu elihlanganyelwe iMidland Basin ne-EcoPetrol ngo-2019, ngasho ukuthi sijabule kakhulu ukusebenzisana nomunye wozakwethu abanamandla nabakudala kunawo wonke. ukugeleza kwezimali okuvela eMidland Basin nokutshalwa kwezimali okuncane. Sinenhlanhla yokusebenza nozakwethu abanolwazi olunzulu nokwabelana ngombono wethu wesikhathi eside. Kungakho nginenjabulo efanayo namhlanje ekuseni ukumemezela ukuthi i-Oxy ne-EcoPetrol bavumile ukuqinisa ibhizinisi lethu elihlanganyelwe. eMidland Basin futhi sandise ubambiswano lwethu ukuze luhlanganise cishe amahektare ayi-20,000 e-Delaware Basin.
Lokhu kuhlanganisa amahektha ayi-17,000 eDelaware, eTexas, esizowusebenzisela ingqalasizinda.E-Midland Basin, i-Oxy izozuza emathubeni entuthuko aqhubekayo, yandise imali ngekota yokuqala ka-2025 ukuze kuvalwe lesi sivumelwano.E-Delaware Basin, sinesivumelwano ithuba lokuqhubekisela phambili umhlaba oyinhloko ezinhlelweni zethu zokuthuthukisa kuyilapho sizuza ekwandiseni izimali ezengeziwe ezifika ku-75%.Ngokushintshanisa imali enamathiselwe, i-EcoPetrol izothola iphesenti lenzalo yokusebenza ezimpahleni ezihlanganyelwe.
Ngenyanga edlule, sangena esivumelwaneni esisha sokwabelana ngokukhiqiza seminyaka engu-25 ne-Sonatrach e-Algeria, esizohlanganisa amalayisense akhona e-Oxy esivumelwaneni esisodwa. ukwandisa imali egciniwe futhi uqhubeke nokuthuthukisa izimpahla ezikhiqiza imali ezehla kancane nabalingani besikhathi eside. Nakuba u-2022 kulindeleke ukuthi ube unyaka werekhodi ku-OxyChem, sibona ithuba eliyingqayizivele lokwandisa izinzuzo zesikhathi esizayo ze-OxyChem namandla okukhiqiza ukugeleza kwemali ngokutshala imali ephezulu. -buyisela amaphrojekthi.Ocingweni lwethu lwengqungquthela ye-Q4, sikhulume ngocwaningo lwe-FEED ukuze sihlole ukwenziwa kwesimanje kwezimpahla ezithile ze-chlor-alkali ze-Gulf Coast kanye nobuchwepheshe be-diaphragm-to-membrane.
Ngiyajabula ukunazisa ukuthi indawo yethu ye-Battleground, eseduze ne-Houston Ship Channel e-Deer Park, e-Texas, ingenye yezinsiza esizozenza zibe yisimanje. .Le phrojekthi yaqalwa ngokwengxenye ukuze kuhlangatshezwane nesidingo samakhasimende se-chlorine, okuphuma ku-chlorine kanye namabanga athile e-caustic soda, esingawenza sisebenzisa ubuchwepheshe obusha.Izophinde iholele ekwandiseni umthamo wayo yomibili imikhiqizo.
Le phrojekthi kulindeleke ukuthi ikhulise ukungena kwemali ngokwenza ngcono ama-magins enzuzo nokwandisa inani lemikhiqizo, kuyilapho inciphisa amandla emikhiqizo ekhiqizwayo. Iphrojekthi yesimanje nokwandisa izoqala ngo-2023 ngokutshalwa kwezimali okukhulu okufika ku-$ 1.1 billion ngaphezu kwezintathu. -inkathi yonyaka.Ngesikhathi sokwakha, imisebenzi ekhona kulindeleke ukuthi iqhubeke njengokujwayelekile, kanti kulindeleke ukuthi kube nentuthuko ngo-2026. Ukunwetshwa akusona isakhiwo esilindelekile njengoba siqashwe ngokwesakhiwo sangaphambilini futhi sitholakala ngaphakathi ukuze sidle umthamo we-chlorine onyukile kanye nevolumu ye-caustic. inkontileka lapho umthamo omusha ufika ku-inthanethi.
Iphrojekthi Yenkundla Yezempi iwutshalomali lwethu olukhulu lokuqala e-OxyChem kusukela kwakhiwe futhi kwaqedwa imboni ye-ethylene cracker 4CPe ngo-2017. Le phrojekthi enenzuzo ephezulu ingelinye nje lamathuba amaningana ethu okwandisa ukuhamba kwemali kwe-OxyChem eminyakeni embalwa ezayo. Senza izifundo ezifanayo ze-FEED kwezinye izimpahla ze-chlor-alkali futhi sihlela ukuxhumana ngemiphumela lapho siqedwa. Manje ngizodlulisela ucingo ku-Rob, ozokwazisa ngemiphumela yethu yekota yesibili nesiqondiso.
Siyabonga, Vicky, futhi sawubona ntambama. Ngekota yesibili, inzuzo yethu yahlala iqinile futhi senze irekhodi lokungena kwemali kwamahhala. Simemezele izinzuzo ezilungisiwe ngesabelo ngasinye esihlanjululwe esingu-$3.16 futhi sabika izinzuzo ezincishisiwe ngesabelo ngasinye esingu-$3.47, umehluko phakathi kwezinombolo ezimbili. ngokuyinhloko ngenxa yezinzuzo zokukhokhwa kwezikweletu ngaphambi kwesikhathi kanye nokulungiswa okuhle kwemakethe yemakethe. Siyajabula ukukwazi ukwaba ukheshi ukuze sithengwe kabusha ngekota yesibili.
Kuze kube manje, kusukela ngoMsombuluko, Agasti 1, sesithenge amasheya angaphezu kwezigidi ezingu-18 cishe ngemali eyizigidi eziyizinkulungwane ezingu-1.1, inani elilinganiselwe elilinganiselwe elingaphansi kwama-$ 60 ngesheya ngalinye. Ngaphezu kwalokho, phakathi nekota, cishe izigidi ezingu-3.1 zezigunyazo ezidayiselwe esidlangalaleni zenziwe, zaletha isamba sokusebenza safinyelela cishe ezigidini ezi-4.4, kuzo izigidi eziyi-11.5 - izigidi eziyi-111.5 zazisele. Njengoba sishilo, lapho kukhishwa izigunyazo ngo-2020, imali etholwayo izosetshenziselwa ukuthengwa kabusha kwamasheya ukuze kuncishiswe ukuncipha okungenzeka kubanikazi bamasheya abavamile. NjengoVicki okukhulunywe ngakho, sijabule ukuqinisa nokwandisa ubudlelwano bethu ne-EcoPetrol ePermian Basin.
Ukuchitshiyelwa kwe-JV kuvalwa ngekota yesibili ngedethi yokuqala ukusebenza ngo-January 1, 2022. Ukuze sandise leli thuba, sihlose ukwengeza enye insimbi ekupheleni konyaka ukuze sisekele imisebenzi yokuthuthukisa amabhizinisi ahlangene ku-Delaware Basin. Umsebenzi owengeziwe ngu akulindelekile ukuthi kungezwe noma yimuphi umkhiqizo kuze kube ngu-2023, njengoba umthombo wokuqala we-Delaware venture ungeke uxhumeke ku-inthanethi kuze kube unyaka ozayo. Futhi, ukuchitshiyelwa kwe-JV akulindelekile ukuthi kube nomthelela ophusile kusabelomali sethu esikhulu salo nyaka.
Silindele ukuthi i-Delaware JV kanye ne-Midland JV ethuthukisiwe kuzosivumela ukuthi sigcine noma sehlise ngisho nomfutho wemali ehamba phambili embonini ye-Permian ngaphezu kuka-2023. Sizohlinzeka ngemininingwane eyengeziwe uma sinikeza isiqondiso sokukhiqiza sango-2023. Sibuyekeze ukukhiqizwa kwethu konyaka ogcwele we-Permian. isiqondiso kancane ngenxa yosuku lokuqala lokusebenza kwe-1/1/22 kanye nokudluliselwa kwezintshisekelo zomsebenzi ezihlobene kubalingani bethu esibambisene nabo eMidland Basin. Ukwengeza, sibeka kabusha enye yezimali ebekelwe izindleko ze-OBO kulo nyaka ezimpahleni zethu zokusebenza ze-Permian. .
Ukwabiwa kabusha kwemisebenzi yokuqhuba imali kuzonikeza isiqiniseko esithe xaxa sokudiliva kwethu entshonalanga engxenyeni yesibili ka-2022 nasekuqaleni kuka-2023, kuyilapho kuletha izinzuzo eziphakeme uma kubhekwa ikhwalithi yethu yohlu nokulawulwa kwezindleko. Nakuba isikhathi salolu shintsho sinomthelela omncane ekukhiqizeni kwethu. ngo-2022 ngenxa yokuthuthwa kwemisebenzi engxenyeni yesibili yonyaka, izinzuzo zokuthuthukisa izinsiza esisebenza kuzo kulindeleke ukuthi ziholele emiphumeleni yezezimali eqinile ukuya phambili.Isilayidi somcimbi obuyekeziwe ku-appendix yombiko wezinzuzo sibonisa lolu shintsho. Ukudluliswa kwezimali ze-OBO, okuhambisana nokudluliswa kwezithakazelo zokusebenza ebhizinisini elihlanganyelwe, kanye nezinkinga ezihlukahlukene zokusebenza eziseduze kubangele ukwehla kancane kokubuyekezwa kumhlahlandlela wethu wokukhiqiza we-Permian wonyaka wonke.
Imithelela yokusebenza ihlobene ngokuyinhloko nezinkinga zezinkampani zangaphandle ezifana nokuphazamiseka kokucutshungulwa kwegesi ephansi ezimpahleni zethu ze-EOR nokunye ukuphazamiseka okungahleliwe okwenziwa izinkampani zangaphandle. Ngo-2022, isiqondiso sokukhiqiza senkampani yonke sonyaka ogcwele sihlala singashintshile njengoba ukulungiswa kwe-Permian kulungiswa ukukhiqizwa okuphezulu. e-Rockies and Gulf of Mexico. Okokugcina, siphawula ukuthi ukukhiqizwa kwethu kwe-Permian kuhlala kunamandla kakhulu, nesiqondiso sethu sokukhiqiza sekota yesine ka-2022 sikhuphuka cishe ngo-100,000 BOE ngosuku uma kuqhathaniswa nekota yesine ka-2021. Silindele ukukhiqizwa. ukulinganiselwa ezigidini eziyi-1.2 zama-boe ngosuku engxenyeni yesibili ka-2022, ephakeme kakhulu kunengxenye yokuqala.
Ukukhiqizwa okuphezulu engxenyeni yesibili kube umphumela olindelekile wohlelo lwethu lwango-2022, ngokwengxenye ngenxa yomsebenzi wokunqwabelana kanye noshintsho oluhleliwe ngekota yokuqala.Isiqondiso sokukhiqiza senkampani yonke sekota yesithathu sihlanganisa ukukhula okuqhubekayo kwe-Permian, kodwa kuthatha kucatshangelwa ukuthi kungenzeka kube nemithelela yesimo sezulu esishisayo eGulf of Mexico, kuhambisana nesikhathi sokuphumula somuntu wesithathu kanye nokukhiqizwa okuphansi e-Rockies njengoba sithuthela ama-rigs e-Permian.Isabelomali sethu senhloko-dolobha yonyaka ogcwele sisafana.Kodwa njengoba ngishilo ku ocingweni lwangaphambilini, silindele ukuthi ukusetshenziswa kwezimali ezinkulu kusondele ekugcineni kwebanga lethu elisukela ku-$3.9 billion kuya ku-$4.3 billion.
Izifunda ezithile esisebenza kuzo, ikakhulukazi isifunda sasePermian, zisaqhubeka nokuba nengcindezi ephakeme yokwehla kwamandla emali kunezinye. Ukuze sisekele umsebenzi kuze kube u-2023 futhi sibhekane nomthelela wesifunda wokwehla kwamandla emali, sabela kabusha amaRandi ayizigidi ezingu-200 ku-Permian.Sikholelwa ukuthi inhloko-dolobha yenkampani yethu yonke. Isabelomali silinganiswe ngokufanelekile ukuze sisetshenziswe ohlelweni lwethu luka-2022, njengoba enye imali ku-Permian izokwabiwa kabusha isuka kwezinye izimpahla ezikwazi ukukhiqiza ukonga imali enkulu kunalokho obekulindelwe. okulingana ngokuyinhloko ngenxa yezindleko zabasebenzi namandla ezingaphezulu kwalokho ebezilindelwe, ngokuyinhloko ku-Permian, kanye nentengo eqhubekayo ku-EOR yenkontileka yethu yokuthenga ye-WTI Index CO2 yebhizinisi lokucindezela Okuphezulu.
I-OxyChem iqhubekile nokwenza kahle, futhi siphakamise isiqondiso sethu sonyaka ogcwele ukuze sibonise ikota yesibili eqinile kanye nengxenye yesibili engcono kancane kunalokho obekulindelwe ngaphambilini. Nakuba okuyisisekelo sesikhathi eside siqhubeka nokusekelwa, sisakholelwa ukuthi izimo zemakethe cishe zizoba buthakathaka kusukela ekuqaleni. amazinga amanje ngenxa yengcindezi yokwehla kwamandla emali, futhi silindele ukuthi ikota yesithathu neyesine iqine ngokwezindinganiso zomlando.Emuva ezintweni zezimali.Ngo-September, sihlose ukukhokhela ukushintshwa kwezinga lenzalo okungama-$275 million.
Isikweletu sensalela noma ukuphuma kwemali okudingekayo ukuze kudayiswe lezi zinguquko kulinganiselwa ku-$100 wezigidi kwijika lezinga lenzalo yamanje.Ikota yokugcina, ngishilo ukuthi njengoba i-WTI yenza isilinganiso esingu-$90 umphongolo ngo-2022, besilindele ukukhokha cishe amaRandi ayizigidi ezingu-600 ezintela zemali zenhlangano yase-US. Amanani kawoyela ayaqhubeka nokuba namandla, okuphakamisa amathuba okuthi inani lentengo lonyaka le-WTI lizoba phezulu nakakhulu.
Uma i-WTI ilinganisa u-$100 ngo-2022, silindele ukukhokha cishe amabhiliyoni angu-1.2 entela yemali yenhlangano yase-US. Njengoba uVicki eshilo, unyaka kuze kube manje, sikhokhe isikweletu esilinganiselwa ku-$8.1 billion, okuhlanganisa nama-dollar ayizigidi eziyizinkulungwane ezingu-4.8 ngekota yesibili, okudlula eduze kwethu. -umgomo wesikhathi eside wokukhokha u-$5 wezigidigidi kulo nyaka.Siphinde senze inqubekelaphambili ebonakalayo emgomweni wethu wesikhathi esimaphakathi wokunciphisa isamba sezikweletu zentsha.
Siqale ukuthenga kabusha amasheya ngekota yesibili ukuze siqhubekisele phambili phambili uhlaka lwethu lokubuyisela abanikazimasheya njengengxenye yokuzibophezela kwethu ukubuyisela imali eyengeziwe kubanikazi bamasheya. Sihlose ukuqhubeka nokubeka imali yamahhala ukuze sabelane ngokuthengiwe kabusha size siqedele uhlelo lwethu lwamanje lwamaRandi ayizigidi eziyizinkulungwane ezintathu. Ngalesi sikhathi. isikhathi, sizoqhubeka nokubuka intuba ukukhokhwa kwezikweletu, futhi singase sikhokhe isikweletu ngesikhathi esifanayo nokuthenga kabusha isitoko. Uma uhlelo lwethu lokuqala lokuthenga kabusha seluqediwe, sihlose ukwaba ukugeleza kwemali kwamahhala ukuze sinciphise inani lesikweletu sentsha. ngikholelwa ukuthi kuzosheshisa ukubuya kwethu ebangeni lokutshala imali.
Uma sifika kulesi sigaba, sihlose ukunciphisa isisusa sethu sokunikeza ukungena kwemali mahhala ngokufaka amaphrojekthi okuqala ezintweni eziza kuqala ekuhambeni nokuphuma kwemali, ikakhulukazi ngokunciphisa izikweletu. umbono omuhle ngesilinganiso sethu sesikweletu kusukela osukwini lwethu lokugcina lokuhola.Zontathu izikhungo ezinkulu ezikala izikweletu zilinganisela isikweletu sethu ngenoshi eyodwa ngaphansi kwezinga lokutshala izimali, ngokubheka okuhle okuvela kokubili i-Moody's ne-Fitch.
Ngokuhamba kwesikhathi, sihlose ukulondoloza amandla esikhathi esimaphakathi cishe esikweletini esingu-1x/EBITDA noma ngaphansi kwamaRandi ayizigidi eziyizinkulungwane ezingu-15. Sikholelwa ukuthi leli zinga lesilinganiso lizohambisana nesakhiwo sethu semali njengoba sithuthukisa ukubuyisela kwethu ukulingana kuyilapho siqinisa amandla ethu okubuyisela imali kubanikazi bamasheya kuyo yonke indawo. umjikelezo wezimpahla. Manje ngizobuyisela ucingo ku-Vicki.
Sanibonani sanibona ntambama. Ngiyabonga ngokuthatha umbuzo wami. Ngakho-ke, ningakhuluma ngezinguquko ezihlukahlukene kumhlahlandlela we-capex? Ngiyazi ukuthi ninyuse isibalo samaPermian, kodwa isamba sahlala sinjalo. Ngakho, ubuyini umthombo walolo xhaso? Bese sibheka kusenesikhathi ezinye zezingxenye eziguqukayo ze-FID entsha yonyaka ozayo ye-Chems, bese kuba nezinguquko zesakhiwo ku-EcoPetrol?Noma yini ongasinika yona ekubekeni konyaka ozayo kuzosiza.
Ngizovumela u-Richard ukuthi amboze izinguquko ze-capex bese ngizolandela ngengxenye eyengeziwe yalowo mbuzo.
John, lo nguRichard.Yebo, kunezingxenye ezihambayo uma sibheka ngaphesheya kwe-US.Ngokubuka kwethu, izinto ezimbalwa zenzeka kulo nyaka.
Ngicabanga ukuthi, okokuqala, ngokombono we-OBO, sathatha igxathu ohlelweni lokukhiqiza.Ekuqaleni konyaka, kwaba ukunensa mayelana nokulethwa.Ngakho siyaqhubeka nokuthatha isinyathelo sokuhambisa kabusha ezinye zezimali. ekusebenzeni kwethu, okwenza okuthile.Eyodwa, ivikela i-wedge yokukhiqiza kithi, kodwa futhi yengeza izinsiza engxenyeni yesibili, isinika ukuqhubeka engxenyeni yesibili.
Siyakuthanda esikwenzayo.Njengoba u-Rob ashilo ekuphawuleni kwakhe, lawa amaphrojekthi amahle kakhulu anenzuzo ephezulu.Ngakho-ke isinyathelo esihle. Bese-ke, ukuthola ama-rigs nama-fracking cores ekuqaleni konyaka kusisebenzele kahle kakhulu ukulawula ukwehla kwamandla emali. futhi sithuthukise isikhathi sokwenza kwethu njengoba sethula lokho kukhula engxenyeni yesibili yonyaka.
Enye ingxenye, ngakho-ke isinyathelo sesibili empeleni ukuthuthwa kabusha kwe-Oxy.Ngakho ingxenye yayo isuka ku-LCV.Singakwazi ukuxoxa kabanzi uma kudingeka.Kodwa kunjalo - njengoba singena engxenyeni yesibili yonyaka, sifuna ukusondelana. maphakathi namabhizinisi anekhabhoni ephansi.
Kweminye yemisebenzi yesikhungo se-CCUS esinayo, kuwukuqiniseka okwengeziwe okwenzekayo mayelana nokubanjwa komoya ngokuqondile. cabanga ngalokho okungeziwe okungu-200, ngingasho ukuthi u-50% wabo useduze nezengezo zomsebenzi. Ngakho-ke silayishwe phambili kancane ezinhlelweni zethu zalo nyaka.
Lokhu kusivumela ukuthi sisebenzise le mali futhi silondoloze ukuqhubeka, ikakhulukazi kuma-rigs, okuzosinika izinketho njengoba singena ku-2023. Bese enye ingxenye empeleni imayelana nokwehla kwamandla emali.Siyibonile le ngcindezi.Sikwazile ukunciphisa kakhulu salokho.
Kodwa uma kuqhathaniswa nohlelo lwalo nyaka, silindele ukuthi umbono uzokwenyuka ngo-7% ukuya ku-10%.Sikwazile ukuphinda sihlanganise u-4% wokonga imali yokusebenza. Sijabule kakhulu ngale nqubekelaphambili. Kodwa siyaqala ukubona ezinye izingcindezi zokwehla kwamandla emali ziyavela.
Ngingasho ukuthi ngokwemali ngo-2023, kusesekuseni kakhulu ukuthi sazi ngokuqinisekile ukuthi kuzoba yini.Kodwa i-EcoPetrol JV izobe ikulungele ukwabiwa kwezinsiza futhi sizoqhudelana nemali kulolu hlelo.
kuhle kakhulu kuhle kakhulu.Khona-ke, shintshela kumakhemikhali.Uma ukwazi ukukhuluma ngezisekelo zebhizinisi.Ngemva kwekota yesibili enamandla kakhulu, ukuqondiswa kwengxenye yesibili kwehle kakhulu.
Ngakho-ke, uma unganikeza umbala emithonjeni yamandla engxenyeni yesibili kanye nezinguquko ozibonile engxenyeni yesibili?
Yebo, uJohn.Ngingasho ukuthi izimo zebhizinisi le-vinyl ne-caustic soda zinquma kakhulu ukusebenza kwethu kukonke.Ohlangothini lwamakhemikhali, kucace ngokusobala ukuthi zithandeka kakhulu kwikota yesibili.Uma sibheka kokubili lokho - kokubili ibhizinisi kanye endaweni evelele, unomthelela omkhulu emalini etholwayo, okuholele kurekhodi lethu lekota yesibili.
Uma ungena kwikota yesithathu, ngingasho ukuthi ukushuba kwesimo esibe nakho ebhizinisini le-vinyl isikhathi eside sekulawuleke kakhulu. Lokhu empeleni kungenxa yokutholakala okuthuthukisiwe kanye nemakethe yasekhaya ebuthakathaka, kuyilapho i-caustic soda. ibhizinisi lisaqinile kakhulu futhi liyaqhubeka nokuthuthuka.Ngingasho ukuthi izimo zezomnotho ezinkulu zisakhombisa ukuthi uma ubheka inzalo, izindlu ziqala, i-GDP, bahweba kancane kancane, yingakho sikhulume ngesigamu sesibili esibuthakathaka. uma kuqhathaniswa nengxenye yokuqala.Kodwa ngokwesimo sezulu, siphinde singena esikhathini esingalindelekile sonyaka, ingxenye yesibili yekota yesithathu, okuqinisekile ukuthi izophazamisa ukuhlinzekwa nokufunwa.