amakuru

Motley Fool yashinzwe mu 1993 n'abavandimwe Tom na David Gardner, ifasha abantu babarirwa muri za miriyoni kugera ku bwisanzure bw’amafaranga binyuze ku rubuga rwacu, podcast, ibitabo, inkingi z’ibinyamakuru, amaradiyo na serivisi zishoramari bihebuje.
Motley Fool yashinzwe mu 1993 n'abavandimwe Tom na David Gardner, ifasha abantu babarirwa muri za miriyoni kugera ku bwisanzure bw’amafaranga binyuze ku rubuga rwacu, podcast, ibitabo, inkingi z’ibinyamakuru, amaradiyo na serivisi zishoramari bihebuje.
Urimo usoma ingingo yubuntu hamwe nibitekerezo bishobora gutandukana na serivise yo gushora imari ya Motley Fool.Be umunyamuryango wa Motley Fool uyumunsi kandi uhite ubona ibyifuzo byabasesenguzi bacu bakuru, ubushakashatsi bwimbitse, umutungo wishoramari nibindi.sobanure byinshi
Mwaramutse neza, kandi murakaza neza kuri Ocidental Petroleum Igihembwe cya kabiri 2022 Ihamagarwa ryinama.
Urakoze, Jason. Mwaramutse neza mwese, kandi ndabashimira kuba mwarinjiye mu nama ya Q2 2022 ya Occidental Petrole.Mu guhamagarwa kwacu uyu munsi ni Vicki Hollub, Perezida akaba n'Umuyobozi mukuru, Rob Peterson, Visi Perezida n’umuyobozi mukuru ushinzwe imari, na Richard Jackson, Perezida, Ibikoresho byo muri Amerika Onshore hamwe nubuyobozi bwa Carbone.
Uyu munsi nyuma ya saa sita, tuzerekeza ku gicapo kiva mu gice cy’abashoramari ku rubuga rwacu.Iki kiganiro kirimo amagambo yo kuburira kuri Slide ya kabiri yerekeranye n'amagambo yo kureba imbere azavugwa ku muhamagaro w'inama ya nyuma ya saa sita. Ubu nzahamagarira Vicki. .Vicky, nyamuneka komeza.
Urakoze Jeff kandi mugitondo cyiza cyangwa nyuma ya saa sita mwese.Twageze ku ntambwe ikomeye mugihembwe cya kabiri mugihe twasoje intego zacu zo kugabanya imyenda mugihe gito kandi dutangiza gahunda yo kugura imigabane.Mu ntangiriro zuyu mwaka, twishyiriyeho intego yigihe gito yo kwishyura an hiyongereyeho miliyari 5 z'amadolari y'Amerika hanyuma turusheho kongera umubare w'amafaranga yagenewe kugaruka ku banyamigabane. Umwenda twafunze muri Gicurasi watumye imyenda yose twishyuye muri uyu mwaka igera kuri miliyari zisaga 8 z'amadolari y'Amerika, irenga intego yacu ku muvuduko wihuse kuruta uko twari tubyiteze.
Hamwe no kugera ku ntego zacu zo kugabanya umwenda mu gihe cya vuba, twatangije gahunda yo kugura imigabane ingana na miliyari 3 z'amadolari mu gihembwe cya kabiri kandi twongeye kugura amadolari arenga miliyari 1.1. , nkuko twagabanije amafaranga yubusa cyane cyane mukworohereza imyenda mumyaka mike ishize.Imbaraga zacu zo kunoza impapuro ziringaniza zirakomeza, ariko inzira yacu yo kugabanuka igeze kumurongo aho twibandaho kwaguka kubintu byinshi byihutirwa. Uyu munsi nyuma ya saa sita, I Azerekana icyiciro gikurikira cyibisubizo byabanyamigabane nibisubizo byigihembwe cya kabiri.
Rob izakurikirana ibisubizo byubukungu kimwe nubuyobozi bwacu bugezweho, burimo kongeramo ubuyobozi bwumwaka wose kuri OxyChem. Tangira hamwe nuburyo bwo kugaruza abanyamigabane bacu. .
Tumaze kuzuza gahunda yacu yo kugura imigabane ingana na miliyari 3 z'amadolari no kugabanya imyenda yacu kugeza mu rubyiruka, turashaka gukomeza gushora imari mu banyamigabane mu 2023 binyuze mu nyungu zirambye $ 40 WTI hamwe na gahunda yo kugura imigabane ikaze .Iterambere tumaze gutera mukugabanya kwishyura inyungu binyuze mukugabanya imyenda, hamwe no gucunga umubare wimigabane isigaye, bizamura iterambere ryinyungu zacu kandi bitwemerera kongera inyungu dusangiye mugihe gikwiye.Mu gihe dutegereje ko inyungu zizaza ziyongera buhoro buhoro kandi bifite ireme, turabikora ntutegereze inyungu zisubira mumasonga yabanjirije. Tanga ibitekerezo byacu mugusubiza imari shingiro kubanyamigabane, umwaka utaha dushobora gusubiza amadolari arenga 4 kumugabane kubanyamigabane basanzwe mumezi 12 ashize.
Kugera no gukomeza kugaruka kubanyamigabane basanzwe hejuru yuru rugabano bizadusaba gutangira gucungura imigabane bahisemo mugihe dusubije amafaranga yinyongera kubanyamigabane basanzwe.Ndashaka gusobanura ibintu bibiri.Bwa mbere, kugera kumadorari 4 kumugabane wumugabane ni ingaruka zishobora guterwa numunyamigabane wacu. uburyo bwo kugaruka, ntabwo intego yihariye. Icya kabiri, niba dutangiye gucungura imigabane yatoranijwe, ntabwo bivuze ko umutego wo kugaruka kubanyamigabane basanzwe, kuko amafaranga azakomeza gusubizwa abanyamigabane barenga $ 4 kumugabane.
Mu gihembwe cya kabiri, twinjije amafaranga ku buntu angana na miliyari 4.2 z'amadolari mbere yo gushora imari, amafaranga menshi yinjira mu gihembwe kugeza ubu kugeza ubu.Ubucuruzi bwacu bwose bukora neza, hamwe n’umusaruro dukomeje gukora hafi ya miriyoni 1,1 z'amavuta ahwanye na buri munsi, muri umurongo ujyanye no kutuyobora, hamwe n’amafaranga yose yakoreshejwe mu gushora imari ingana na miliyoni 972. $. Isoko rya PVC. Igihembwe gishize, twerekanye ibihembo bya OxyChem byita ku nshingano zita ku nshingano z’umutekano byatanzwe n’inama y’abanyamerika y’imiti.
Ibyo OxyChem yagezeho bikomeje kumenyekana.Muri Gicurasi, Minisiteri y’ingufu muri Amerika yise OxyChem wahawe igihembo cy’imyitozo ngororamubiri nziza, ishimira ibigo ku bikorwa by’indashyikirwa n’inganda byagezweho mu micungire y’ingufu.OxyChem yamenyekanye kubera ubwubatsi, amahugurwa n’iterambere. gahunda yatumye habaho impinduka zibika ingufu kandi zigabanya imyuka ya dioxyde de carbone toni 7,000 metric kumwaka.
Nibyagezweho nkibi binteye ishema ryo gutangaza ivugurura no kwagura uruganda rukomeye muri OxyChem, tuzabigezaho birambuye nyuma.Garuka kuri peteroli na gaze.Ndashimira ikipe yikiyaga cya Mexico. kwizihiza umusaruro wambere wamavuta avuye mumurima wa Horn Mountain West uherutse kuvumburwa.Umurima mushya wahujwe neza na spar Hill spar ukoresheje kilometero eshatu nigice n'igice.
Umushinga warangiye ku ngengo yimari n’amezi arenga atatu mbere yigihe giteganijwe. Biteganijwe ko amaherezo ya Horn Mountain West ti-back izongerwaho amavuta agera kuri 30.000 ya peteroli kumunsi kandi ni urugero rwiza rwukuntu dukoresha umutungo nubuhanga bwa tekinike kugirango tuzane umusaruro mushya kumurongo muburyo bukoreshwa neza.Ndashaka kandi gushimira amakipe yacu ya Al Hosn na Oman.Mu rwego rwo guhindura ibintu mu gihembwe cya mbere, Al Hosn yageze ku musaruro uheruka gukora nyuma y’ifungwa ryayo rya mbere ryuzuye.
Ikipe ya Oxy ya Oxy yishimiye umusaruro wa buri munsi kuri Block 9 mu majyaruguru ya Oman, aho Oxy ikorera kuva mu 1984.N'ubwo hashize imyaka igera kuri 40, Block 9 iracyandika amateka y’umusaruro ukomeye ndetse n’imikorere mishya y’iterambere, ishyigikiwe na gahunda y’ubushakashatsi bwatsinze. .Turakoresha kandi amahirwe yo gukoresha umutungo munini muri Amerika.
Ubwo twatangarizaga umushinga wa Midland Basin dufatanije na EcoPetrol muri 2019, navuze ko twishimiye gukorana numwe mubafatanyabikorwa bacu bakomeye kandi bakera kera.Umushinga uhuriweho nubufatanye bwiza kumpande zombi, Oxy yunguka umusaruro wiyongera kandi amafaranga ava mu kibaya cya Midland hamwe n’ishoramari rito.Twagize amahirwe yo gukorana nabafatanyabikorwa bafite ubumenyi bunini kandi dusangiye icyerekezo kirekire. Niyo mpamvu nshimishijwe cyane no gutangaza muri iki gitondo ko Oxy na EcoPetrol bemeye gushimangira ubufatanye bwacu mu kibaya cya Midland no kwagura ubufatanye bwacu bugera kuri hegitari 20.000 net mu kibaya cya Delaware.
Ibi birimo hegitari 17,000 muri Delaware, muri Texas, tuzakoresha ibikorwa remezo.Mu kibaya cya Midland, Oxy izungukirwa n'amahirwe yo gukomeza iterambere, kwagura igishoro kugeza mu gihembwe cya mbere cya 2025 kugira ngo aya masezerano arangire. Mu kibaya cya Delaware, dufite amahirwe yo guteza imbere ubutaka bwambere muri gahunda ziterambere ryacu mugihe twunguka inyungu ziyongera zikwirakwizwa kugera kuri 75% .Mu rwego rwo gushora imari shingiro, EcoPetrol izahabwa ijanisha ryinyungu zakazi mumitungo ihuriweho.
Ukwezi gushize, twagiranye amasezerano mashya yimyaka 25 yo kugabana umusaruro na Sonatrach muri Alijeriya, azahuza impushya za Oxy zisanzweho mumasezerano imwe. Amasezerano mashya yo kugabana umusaruro aravugurura kandi akanashimangira ubufatanye na Sonatrach, mugihe aha Oxy amahirwe yo kongera ububiko no gukomeza guteza imbere umutungo-winjiza amafaranga make hamwe nabafatanyabikorwa b'igihe kirekire.Mu gihe 2022 biteganijwe ko uzaba umwaka wanditse kuri OxyChem, tubona amahirwe adasanzwe yo kwagura OxyChem yinjiza ejo hazaza hamwe nubushobozi bwo kwinjiza amafaranga dushora imari murwego rwo hejuru -kugarura imishinga.Mu nama yacu ya Q4 yahamagaye, twavuze ku bushakashatsi bwa FEED bwo gushakisha uburyo bwo kuvugurura imitungo imwe n'imwe ya chlor-alkali ya Gulf Coast hamwe na tekinoroji ya diaphragm-to-membrane.
Nejejwe no kubamenyesha ko ikigo cyacu cya Battleground, giherereye hafi y’Umuyoboro w’ubwato bwa Houston muri Deer Park, muri Texas, ni kimwe mu bikoresho tuzavugurura.Battleground ni Oxy nini nini ya Oxy nini ya chlorine na caustic soda ikora kandi yiteguye kugera ku masoko y’imbere mu gihugu ndetse n’amahanga. .Uyu mushinga washyizwe mubikorwa kugirango uhuze abakiriya ba chlorine, ibikomoka kuri chlorine hamwe n amanota amwe ya soda ya caustic, dushobora gukora dukoresheje ikoranabuhanga rishya. Bizanatuma ubushobozi bwiyongera kubicuruzwa byombi.
Biteganijwe ko umushinga uzamura amafaranga mu kuzamura inyungu no kongera ibicuruzwa, mu gihe hagabanywa ingufu z’ibicuruzwa byakozwe.Umushinga wo kuvugurura no kwagura uzatangira mu 2023 hamwe n’ishoramari ry’amadolari agera kuri miliyari 1,1 kuri batatu -igihe cyumwaka.Mu gihe cyubwubatsi, ibikorwa bihari biteganijwe ko bizakomeza nkuko bisanzwe, hamwe niterambere ryateganijwe muri 2026. Kwaguka ntabwo ari inyubako iteganijwe kuko twubatswe mbere kandi twaravutse imbere kugirango dukoreshe ubwiyongere bwa chlorine nubunini bwa caustic bizaba yagiranye amasezerano iyo ubushobozi bushya buje kumurongo.
Umushinga wa Battleground nishoramari ryacu rya mbere rinini muri OxyChem kuva hubatswe no kurangiza uruganda rwa Ethylene cracker 4CPe muri 2017. Uyu mushinga wagarutse cyane nimwe mumahirwe menshi yo kongera amafaranga ya OxyChem mumyaka mike iri imbere. Turimo gukora ubushakashatsi busa KUBUNTU kumitungo ya chlor-alkali kandi turateganya kumenyekanisha ibisubizo nibirangira.None ubu nzahamagara Rob, uzabagezaho ibisubizo byigihembwe cya kabiri nubuyobozi.
Urakoze, Vicky, na nyuma ya saa sita.Mu gihembwe cya kabiri, inyungu zacu zakomeje gukomera kandi twinjije amafaranga ku buntu.Twatangaje ko twinjije amafaranga ku mugabane ungana na $ 3.16 kandi twatangaje ko amafaranga yagabanutse ku mugabane wa $ 3.47, itandukaniro riri hagati y’imibare yombi cyane cyane kubera inyungu zatewe no kwishura imyenda hakiri kare no guhindura isoko ryiza.Twishimiye kuba dushobora gutanga amafaranga yo kugura imigabane mugihembwe cya kabiri.
Kugeza ubu, guhera ku wa mbere, 1 Kanama, twaguze imigabane irenga miliyoni 18 kuri miliyari 1.1 z'amadolari, igiciro kiremereye kiri munsi y’amadolari 60 kuri buri mugabane. Byongeye kandi, mu gihembwe, hakozwe impapuro zigera kuri miliyoni 3.1 zicuruzwa ku mugaragaro, zizana imyitozo yose hamwe igera kuri miliyoni 4.4, muri yo miliyoni 11.5 - miliyoni 111.5 zabaye indashyikirwa.Nkuko twabivuze, igihe impapuro zitangwa muri 2020, amafaranga yatanzwe yakiriwe azakoreshwa mu kugura imigabane kugira ngo hagabanuke ingaruka zishobora guterwa ku banyamigabane basanzwe.Nk'uko Vicki byavuzwe, twishimiye gushimangira no kwagura umubano wacu na EcoPetrol mu kibaya cya Permiya.
Ivugurura rya JV risozwa mu gihembwe cya kabiri n’itariki itangira gukurikizwa ku ya 1 Mutarama 2022. Kugira ngo ayo mahirwe arangire, turashaka kongeramo andi mashanyarazi mu mpera z’umwaka kugira ngo dushyigikire ibikorwa biteza imbere imishinga mu kibaya cya Delaware. Igikorwa cy'inyongera ni ntabwo biteganijwe ko hongerwaho umusaruro kugeza muri 2023, kubera ko iriba rya mbere ry’umushinga wa Delaware ritazaza kumurongo kugeza umwaka utaha. Byongeye kandi, ivugururwa rya JV ntabwo riteganijwe kugira ingaruka zifatika ku ngengo y’imari shingiro yuyu mwaka.
Turateganya ko Delaware JV hamwe na Midland JV yongerewe imbaraga bizadufasha kubungabunga cyangwa no kugabanya ubukana bw’inganda ziyobowe n’inganda za Permiya zirenga 2023.Tuzatanga ibisobanuro birambuye mugihe dutanze ubuyobozi bwa 2023.Twavuguruye umusaruro wumwaka wose wa Permiya ubuyobozi buhoro buhoro ukurikije itariki ya 1/1/22 itangira gukurikizwa hamwe no guhererekanya inyungu zakazi zijyanye nabafatanyabikorwa bacu basangiye imishinga mu kibaya cya Midland.Ikindi kandi, turimo dusaranganya amwe mumafaranga yagenewe amafaranga OBO yakoreshejwe muri uyumwaka mumitungo yacu ikora ya Permiya. .
Isaranganya ry'ibikorwa byo gushora imari bizatanga ibisobanuro byukuri kubyoherezwa mu burengerazuba mu gice cya kabiri cya 2022 no mu ntangiriro za 2023, mu gihe kandi bitanga umusaruro ushimishije ukurikije ubwiza bw’ibarura no kugenzura ibiciro.Nubwo igihe cy’impinduka kigira ingaruka nke ku bicuruzwa byacu. muri 2022 kubera kwimura ibikorwa mu gice cya kabiri cyumwaka, inyungu zo guteza imbere umutungo dukoreramo ziteganijwe ko zizagera ku musaruro ukomeye w’imari ujya imbere. Iyimurwa ry’imari shingiro ya OBO, hamwe no guhererekanya inyungu zakazi mumushinga uhuriweho, hamwe nibibazo bitandukanye byigihe gito byimikorere byatumye habaho ivugurura ryoroheje kumyaka yose yubuyobozi bwa Permiya.
Ingaruka zo gukora zifitanye isano cyane cyane n’ibibazo by’abandi bantu nko guhungabanya gazi yo hasi y’umutungo wa EOR hamwe n’indi mivurungano idateganijwe n’abandi bantu.Mu 2022, isosiyete ikora umwaka wose ubuyobozi bw’umusaruro ntigihinduka kuko ihinduka ry’Abaperesi ryuzuye neza n’umusaruro mwinshi muri Kibuye no mu kigobe cya Mexico.Mu kurangiza, twibutse ko ibicuruzwa byacu byo muri Permiya bikomeza gukomera cyane, hamwe nubuyobozi bwacu bwo gutanga umusaruro mugihembwe cya kane cya 2022 bwiyongereyeho hafi 100.000 BOE kumunsi ugereranije nigihembwe cya kane cya 2021.Turateganya umusaruro ugereranije hafi miliyoni 1.2 boe kumunsi mugice cya kabiri cya 2022, hejuru cyane ugereranije nigice cyambere.
Umusaruro mwinshi mu gice cya kabiri wabaye ibisubizo byateganijwe muri gahunda yacu ya 2022, igice kubera ibikorwa byo kwiyongera no guteganya impinduka mugihembwe cya mbere. urebye bishoboka ingaruka z’ikirere gishyuha mu kigobe cya Mexico, hamwe n’igihe cy’abandi bantu batinze ndetse n’umusaruro muke muri Kibuye mugihe twimuye ibyuma muri Permiya. Ingengo y’imari shingiro yumwaka wose iracyari imwe.Ariko nkuko nabivuze kuri ihamagarwa ryabanje, turateganya ko amafaranga azakoreshwa ari hafi kurangira urwego rwa miliyari 3.9 kugeza kuri miliyari 4.3.
Uturere tumwe na tumwe dukoreramo, cyane cyane akarere ka Permiya, dukomeje guhura n’igitutu kinini cy’ifaranga kurusha utundi.Kugira ngo dushyigikire ibikorwa kugeza mu 2023 no gukemura ingaruka z’akarere mu guta agaciro kw’ifaranga, turimo kohereza miliyoni 200 z'amadolari muri Permiya. Turizera ko umurwa mukuru w’isosiyete yacu yose ingengo yimari ikwiye kugirango dusohoze kuri gahunda yacu 2022, kuko igishoro cyinyongera muri Permiya kizagabanywa muyindi mitungo ishoboye kwinjiza amafaranga arenze ayo yari yitezwe kuzigama. bihwanye cyane cyane bitewe n’ibiciro byateganijwe kurenza akazi n’ingufu, cyane cyane muri Permiya, no gukomeza ibiciro muri EOR kumasezerano yo kugura WTI Index CO2 Amasezerano yo kugura hejuru.
OxyChem yakomeje kwitwara neza, kandi twazamuye ubuyobozi bwumwaka wose kugirango tugaragaze igihembwe cya kabiri gikomeye nigice cya kabiri cyiza cyane kuruta uko byari byitezwe mbere. Mugihe ibyingenzi byigihe kirekire bikomeje gushyigikirwa, turacyizera ko isoko rishobora kugabanuka kuva urwego ruriho kubera igitutu cy’ifaranga, kandi turateganya ko igihembwe cya gatatu n'icya kane bizakomera ku bipimo by’amateka. Tugarutse ku bintu by’imari. Muri Nzeri, turashaka gukemura inyungu y’izina rya miliyoni 275 z'amadolari.
Umwenda usohoka cyangwa amafaranga asohoka asabwa kugurisha ayo mavunja agera kuri miliyoni 100 z'amadolari ku gipimo cy’inyungu kiriho. Igihembwe gishize, navuze ko hamwe na WTI igereranya amadolari 90 kuri barrale mu 2022, twateganyaga kwishyura hafi miliyoni 600 z'amadolari y'Amerika mu misoro y'amafaranga yo muri Amerika. Ibiciro bya peteroli bikomeje gukomera, bizamura impinduka zerekana ko igiciro cya WTI ngarukamwaka kizaba kiri hejuru.
Niba WTI igereranije amadorari 100 muri 2022, turateganya kwishyura hafi miliyari 1,2 z'amadolari y’imisoro y’amafaranga yo muri Amerika.Nk'uko Vicki yabivuze, umwaka ushize, twishyuye amadolari agera kuri miliyari 8.1 z'amadolari, harimo miliyari 4.8 z'amadolari mu gihembwe cya kabiri, arenga hafi yacu -intego yigihe cyo kwishyura miliyari 5 z'amadolari y'ibanze muri uyu mwaka.Twateye kandi intambwe igaragara ku ntego yacu y'igihe giciriritse yo kugabanya imyenda y'ingimbi yose.
Twatangiye kugura imigabane mu gihembwe cya kabiri kugirango turusheho guteza imbere gahunda yo kugaruza abanyamigabane mu rwego rwo kwiyemeza gusubiza amafaranga menshi ku banyamigabane.Turashaka gukomeza gutanga amafaranga yubusa kugirango dusangire kugura kugeza turangije gahunda yacu ingana na miliyari 3 z'amadolari. Muri iki gihe gihe, tuzakomeza kubona amahirwe yo kwishyura imyenda, kandi dushobora kwishyura umwenda mugihe kimwe no kugura imigabane.Iyo gahunda yacu yo kugura imigabane ya mbere irangiye, turashaka gutanga amafaranga yubusa kugirango tugabanye agaciro k’imyenda yingimbi, ibyo natwe bizere bizihutisha kugaruka kurwego rwishoramari.
Iyo tugeze kuri iki cyiciro, turashaka kugabanya imbaraga zacu zo kugabura amafaranga yubusa dushyiramo imishinga yambere mubyo dushyira imbere amafaranga, cyane cyane mukugabanya imyenda. Turakomeza gutera imbere tugana kuntego yacu yo gusubira mubyiciro byishoramari.Fitch yasinye a Icyerekezo cyiza ku gipimo cyinguzanyo kuva duheruka kwinjiza.Ibigo bitatu byingenzi byinguzanyo byerekana igipimo cyumwenda umwe murwego rwo munsi yishoramari, hamwe nicyerekezo cyiza cya Moody na Fitch.
Igihe kirenze, turashaka gukomeza gukoresha igihe giciriritse hafi umwenda wa 1x / EBITDA cyangwa munsi ya miliyari 15. $ Turizera ko uru rwego rwimikorere ruzahuza imiterere shingiro ryacu mugihe tuzamura inyungu zacu muburinganire mugihe dushimangira ubushobozi bwacu bwo gusubiza imari kubanyamigabane mugihe cyose ibicuruzwa byizunguruka. Ubu nzahindukira guhamagara kuri Vicki.
Muraho basore beza nyuma ya saa sita.Murakoze gufata ikibazo cyanjye.Noneho, urashobora kuvuga kubyerekeye impinduka zitandukanye mubuyobozi bwa capex? Ndabizi ko wazamuye umubare w'Abaperemiya, ariko igiteranyo cyakomeje kuba kimwe.Noneho, iyo nkunga yaturutse he? Noneho reba hakiri kare bimwe mubice byingirakamaro bya FID yumwaka utaha wa Chems, hanyuma impinduka zimiterere kuri EcoPetrol? Ikintu cyose ushobora kuduha mumwaka utaha kizafasha.
Nzareka Richard apfundikire capex hanyuma nzakurikirana nigice cyinyongera cyikibazo.
John, uyu ni Richard.Yego, hari ibice byimuka iyo turebye hejuru muri Amerika. Nkuko tubibona, ibintu byinshi byabaye muri uyumwaka.
Ndibwira ko, mbere ya byose, duhereye kuri OBO, twafashe intera muri gahunda yumusaruro.Mu ntangiriro yumwaka, byabaye buhoro buhoro mubijyanye no gutanga.Nuko rero dukomeje gufata ingamba zo kugabana amafaranga amwe. mubikorwa byacu, hari icyo ikora. Imwe, itubera umusaruro wo kudukorera, ariko kandi ikongeramo umutungo mugice cya kabiri, ikaduha gukomeza igice cya kabiri.
Dukunda ibyo dukora.Nkuko Rob yabivuze mubitekerezo bye, iyi ni imishinga myiza yo kugaruka cyane.None rero ni intambwe nziza. Hanyuma rero, kubona ibyuma bimwe na bimwe bya frake mu ntangiriro zumwaka byadukoreye neza kugirango ducunge ifaranga no kunoza igihe cyimikorere yacu nkuko twatanze iryo terambere mugice cya kabiri cyumwaka.
Ikindi gice, rero intambwe ya kabiri mubyukuri iri kugabana muri Oxy. Igice cyacyo rero kiva muri LCV. Turashobora kuganira muburyo burambuye nibikenewe.Ariko birakora - nkuko tujya mugice cya kabiri cyumwaka, turashaka kuba hafi kugeza hagati yubucuruzi buciriritse.
Mubikorwa bimwe na bimwe bya CCUS ikigo dufite, mubyukuri birarushijeho gushidikanywaho biteza imbere gufata ikirere.None rero, wongeyeho, ndatekereza ko bimwe mubindi bizigama kuri Oxy isigaye byagize uruhare muburinganire.None rero niba wowe tekereza kuri ziriya 200 ziyongereye, navuga ko 50% muribo rwose barikwiyongera kubikorwa.Nuko rero turi imbere-twuzuye imbere muri gahunda zacu zuyu mwaka.
Ibi biradufasha gukoresha uyu murwa mukuru no gukomeza ubudahwema, cyane cyane kuri rigs, izaduha amahitamo mugihe tujya muri 2023.Noneho ikindi gice mubyukuri kijyanye no guta agaciro. Twabonye igitutu.Twashoboye kugabanya byinshi. Bya.
Ariko ugereranije na gahunda yuyu mwaka, turateganya ko icyerekezo kiziyongera 7% kugeza 10% .Twashoboye kuzuza kongera 4% kongera kuzigama mubikorwa. Twishimiye cyane iri terambere.Ariko dutangiye kubona ibibazo bimwe byo guta agaciro.
Navuga ko kubijyanye nigishoro mumwaka wa 2023, hakiri kare kugirango tumenye neza uko bizaba.Ariko EcoPetrol JV izaba ikwiranye no kugabura umutungo kandi tuzahatana nigishoro muriyi gahunda.
nibyiza cyane.Noneho, hindukira kuri chimique.Niba ushobora kuvuga kubyibanze byubucuruzi.Nyuma yigihembwe cya kabiri gikomeye cyane, ubuyobozi bwigice cya kabiri bwagabanutse cyane.
Noneho, niba ushobora gutanga ibara kumasoko yimbaraga mugihembwe cya kabiri nimpinduka wabonye mugice cya kabiri?
Nibyo, John.Nagira ngo imiterere yubucuruzi bwa vinyl na caustic soda ahanini bugena imikorere yacu muri rusange. Kuruhande rwimiti, biragaragara ko byari byiza cyane mugihembwe cya kabiri.Iyo turebye byombi - haba mubucuruzi ndetse umwanya wa vantage, ufite ingaruka zikomeye kumafaranga yinjiza, yatugejejeho igihembwe cya kabiri.
Niba ugiye mu gihembwe cya gatatu, navuga ko impagarara zikabije twagize mu bucuruzi bwa vinyl igihe kitari gito zimaze gucungwa neza.Ibi mubyukuri biterwa no gutanga isoko hamwe nisoko ryimbere mu gihugu, mugihe soda ya caustic ubucuruzi buracyakomeye cyane kandi bukomeje gutera imbere. Navuga ko imiterere yubukungu iracyerekana ko iyo urebye igipimo cyinyungu, amazu atangira, GDP, baracuruza bikeya, niyo mpamvu twavuze igice cya kabiri kidakomeye ugereranije nigice cya mbere.Ariko kubijyanye nikirere, natwe twinjiye mugihe kitateganijwe cyumwaka, igice cya kabiri cyigihembwe cya gatatu, byanze bikunze bihagarika itangwa nibisabwa.