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earnings22
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Um, on the use of taxonomy, I, you know, I think it's, it's early days for us to, to make any, um, clear indications to the market about, uh, the proportion that would fall under that, um, requirement.
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earnings22
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So within fiscal year 2021, say 120, a hundred depending on what the micro will do, and next year, uh, it's not necessarily payable in Q1, is we'll look at what the cash flows for 2022 look like.
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earnings22
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We talked about 4.7 gigawatts.
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earnings22
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And, you know, depending on that working capital build, we'll, we'll see what that yields.
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earnings22
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So on, on Sinopec, what we have agreed with Sinopec way back then is that free cash flows after paying all CapExs are distributed out 30, 70%.
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earnings22
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Uh, two questions please.
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earnings22
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Essentially a transformer that was allocated to a future project, we we've now retrofitted.
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earnings22
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We are aware this may impact our shareholder distributions framework.
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earnings22
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I think you mentioned, uh, generation was impacted by a transformer upgrade.
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earnings22
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And this comes mainly from the market to market of our hedging positions.
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earnings22
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But it also has a very attractive merchant market at the moment.
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earnings22
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With respect to 2022, that's a bit early.
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earnings22
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Your final question comes from Anish Kapadia from Palissy Advisors.
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earnings22
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Um, and then secondly, just to follow up on the gas sourcing, uh, question from earlier, um, I appreciate you, you're looking at mitigating the, the cost impact of, of gas sourcing, uh, in four key, but I, I don't know if you could maybe look out a little bit more into 2022 and, and, and why do we not still see, I guess, a headwind around the costs, uh, associated with, with buying that gas, uh, for more of a medium term impact on the business and energy management?
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earnings22
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Um, and Petrobras' done a lot of work on that and that has, that has an impact, um, of a couple of points of availability at the moment and, and for, for a short time to come.
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earnings22
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Looking at 2021 overall, considering the status of operations and adjusting to the short term ma- macro outlook, assuming a $70 breadth for the year, we estimate now full year EBITDA and adjusted operating cash flow to stand above 2.3 billion Euro and 1.8 billion Euro respectively.
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earnings22
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One of the things that also then is looked into is how to reduce the CO2 emissions from the, um, from the, uh, from the plant.
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earnings22
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Good morning ladies and gentlemen.
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earnings22
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These acquisition positions Galp with a 4.7 gigawatt portfolio with projects, both under operation, development and construction.
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earnings22
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This is most welcome in this environment.
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earnings22
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Galp's Q3 operational results were robust capturing the improved macro namely higher Brent prices and improved refining margins.
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earnings22
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Thank you everyone.
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earnings22
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Uh, um, the first one is on the, um, upstream guidance, uh, I believe in Q2.
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earnings22
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Now that's great.
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earnings22
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Uh, good afternoon.
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earnings22
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Further payments, however made, but only when the projects hit specific development milestones.
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earnings22
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On renewables, now you know we do, you know, we don't consolidate this business.
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earnings22
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So we're very much looking at the, at the demand side of that and seeing, you know, what we can do to reduce, um, our, our own use as well, uh, to be honest with you, Beraj, and, and to see how we can mitigate, um, any potential sourcing constraints we get in the quarter.
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earnings22
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Welcome to Galp's third quarter 2021 results presentation.
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earnings22
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On new energies, green hydrogen plants are becoming real, currently developing a two megawatt pilot with FID expected by year end.
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earnings22
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Uh, so my question is, uh, when do you expect this issue to be reverted and if you would expect any, any compensation to this, to this impact?
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earnings22
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So going through 2022, we'll still enjoy, um, a lower cost of regasification of the LNG that, that is delivered.
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earnings22
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Okay.
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earnings22
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However, the gas that we buy is mainly priced off Brent and our sale say to industrial clients are normally TTF linked.
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earnings22
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And yeah, in general, I was wondering if you can give us an update on, uh, potential, uh, disposal opportunities there.
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earnings22
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But Tori, anything more to add on, on the normalization of the situation in Brazil?
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earnings22
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And, and that work is still ongoing.
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earnings22
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I think this is all going to be, uh, based on opportunities on being able to maintain the deconsolidation.
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earnings22
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In renewables, our production is sold under distraught merchant conditions and our generation capacity could have been hired this quarter.
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earnings22
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Um, clearly, safety comes first and costs comes second as we, we continue to emphasize to, to our people on the ground, but Tori, do you wanna talk a bit about the, um, the cash costs and what we might see in Q4, or particularly with also the, the work we need to do on the, on the furnace?
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earnings22
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Okay.
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earnings22
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However, four plants have been restricted due to an issue with one transformer.
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earnings22
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Hello.
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earnings22
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So also to be seen how many of those projects will actually get funding and get off the ground.
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earnings22
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Um, without going into too much detail on this, uh, Michael, uh, but you can, can expect that we will have several elements into this plan and some of the elements in the plan will also then be requiring a license extension.
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earnings22
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Uh, it actually has been slightly positive.
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earnings22
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Um, but we are very focused on what the scope one and two emissions of the LNG plant, um, being designed are.
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earnings22
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Anish, because we, we project finance, the, the banks ask us for a very significant proportion of the funding to be swapped fixed rates.
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earnings22
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So you have more, uh, people to, to, to, to contribute.
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earnings22
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We're advancing simultaneous with two projects of 100 megawatts each.
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earnings22
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Uh, but over time, I think we will want to position, um, more in the long term markets, um, but no, nothing definitive, um, to share at the moment.
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earnings22
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And that sort of flows through from your performer EBITDA into, mainly into associates, um, as you've noted.
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earnings22
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Um, and, um, given the natural gas price development, should we expect, uh, a significantly higher negative impact in the first quarter compared to, to, to, to the third quarter, just for us you know, to avoid, uh, let's say a big, uh, negative, uh, surprise, please?
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earnings22
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So the money goes back into projects for expansion.
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earnings22
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This impact drives mostly from contracts that will end in 2022 when the supplies are delivered to the customers.
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earnings22
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Um, can you tell us if you could get some compensation, you know, from your insurance, as it seems you are not, uh, uh, receiving contractedness uh, from suppliers, uh, or maybe, you know, explaining again, why you, you can't get any, uh, compensation please?
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earnings22
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And in such cases, we may continue to see some weaknesses on the energy management contribution.
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earnings22
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Yeah, I'll do that.
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earnings22
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Thank, thank you.
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earnings22
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Um, you highlighted some contingency plans, um, for gas sourcing in the fourth quarter.
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earnings22
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Um, actually quite a number of auctions took place recently, a number of bidders were betting on declining CapEx numbers.
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earnings22
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Hi, Rafael.
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earnings22
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So what we show here are proforma numbers and the proforma EBITDA was a very healthy 28 million in the quarter.
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earnings22
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I'll ask Philippe to do the second and third.
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earnings22
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I mean, I think firstly, the way we are actually approaching Iberia as well, so the one gigawatt we've essentially added to the original ACS deal, um, plus Brazil is that in the first instance we develop it.
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earnings22
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Um, and what kind of CapEx do you think is needed to build out that, um, Brazil, solar 2025?
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earnings22
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So, um, the work with the, the new plan for operation and the development on Tupi and RSM is actually going really well and, and the partnership, uh, uh, it is significant work already done.
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earnings22
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These extra costs are now no longer charged from Q4 onwards.
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earnings22
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Um, I think this is for Philippe I guess.
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earnings22
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So that's, that's really is capturing the, the majority.
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earnings22
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Thank you.
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earnings22
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Uh, but I can't, I'm not in a position today to give you a definitive calculation method, uh, for how that supplementary dividend, uh, will be calculated.
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earnings22
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Any more to add, uh, Tori?
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earnings22
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Thank you.
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earnings22
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No, just to follow up on, on Brazil.
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earnings22
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Your next question comes from the line of Medi Anabati from Bank of America.
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earnings22
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Um, I think I'll hand over to Tori to talk about the, the upstream position.
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earnings22
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The acquisition cost in Brazil were not material.
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earnings22
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And the same time, we're taking steps to transform this business, to adapt to consumer needs.
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earnings22
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With respect to Coral, uh, the product is going extremely well.
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earnings22
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Um, moment to, well, in the Q3, we enjoyed about 110 euros per megawatt hour as a solar capture price.
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earnings22
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We will be on the road again from November onwards.
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earnings22
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Also, with impact- impacted by negative effects by the all product supply pricing lag, resulting from the commodity price increase during the period.
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earnings22
|
Uh, thank you for taking my, uh, questions.
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earnings22
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However, our free cash generation reflected the temporary effect related with our gas hedging strategy and the significance spike in gas prices during the period.
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earnings22
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Please ask your question.
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earnings22
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Now, we do continue to see significant supply chain and permitting challenges to develop and build the renewable projects in Liberia at the speed we wanted to.
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earnings22
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And they've bid very aggressively.
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earnings22
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Um, your question is on working capital in Q4 and how does, uh, TTF change that?
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earnings22
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So would you not be able to know exactly what that number is at year end and just, just add it back?
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earnings22
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Hi there.
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earnings22
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Uh, that's sassy.
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earnings22
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I think they have an ambition for something like 40 gigawatts of renewable cacity capacity by 2030.
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earnings22
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I've got a couple, just pressing on the upstream.
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earnings22
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Thank you for your comment.
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earnings22
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So hopefully, and crossing fingers that is now going forward in, in a good, good way.
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earnings22
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And that is the best guidance I can give you also going, going forward, uh, Josh, on that.
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earnings22
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Yeah, just on this renewables question.
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earnings22
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One that will be reverted on the short term during 2022.
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earnings22
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We'll have to see how the rest of the year plays out.
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empty or missing yaml metadata in repo card
(https://huggingface.co/docs/hub/datasets-cards)
A filtered (<=30s duration) slice (512 samples) of the Earnings22 dataset.
def add_duration(sample):
y, sr = sample['audio']["array"], sample['audio']["sampling_rate"]
sample['duration_ms']=librosa.get_duration(y=y, sr=sr) * 1000
return sample
tedlium = load_dataset("esb/datasets", "earnings22", split='validation', trust_remote_code=True)
# compute duration to filter
tedlium = tedlium.map(add_duration)
tedlium = tedlium.select(range(512))
# Whisper max supported duration
tedlium = tedlium.filter(lambda example: example['duration_ms'] < 30000)
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