Baker Hughes
Following a 2022 reorganization, Baker Hughes operates in two segments: oilfield services and equipment, and industrial and energy technology. The firm's oilfield services and equipment segment is one of the Big Three oilfield-services players, along with SLB and Halliburton, and mostly supplies to hydrocarbon developers and producers, including national oil companies, major integrated firms, and independents. Markets outside of North America buy roughly three-fourths of the segment's offerings. Baker Hughes' industrial and energy technology segment manufactures and sells turbines, compressors, pumps, valves, and related testing and monitoring services for various energy and industrial applications.www.bakerhughes.com
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Search complete. 104 mentions across 41 episodes found for "Baker Hughes".
Sep 12, 2026
Robert FriedlandGUEST
For example, Exxon doesn't really drill for oil today.
Robert FriedlandGUEST
It's a big law firm, but they hire people like Schlumberger or Baker Hughes to do their work, and they just sort of move on.
Robert FriedlandGUEST
And, uh, if you look at the food chain, uh, when I was young, I grew up in the 1950s, the United States government made a little pyramid, a food pyramid for us, and it said you're supposed to drink four glasses of cow's milk every day and a certain amount of milk and cheese and eggs and ham.
Robert FriedlandGUEST
And at the top of that food pyramid was steak, meat.
David AndersonGUEST
Help me understand what's happening.
David AndersonGUEST
Help me understand the companies." I mean, Halliburton, Baker Hughes, Schlumberger, these are not the same companies from 10, 15 years ago.
David AndersonGUEST
These are very different companies today.
David AndersonGUEST
They're trying to do their work.
Ryan DuffHOST
Where will they be able to... you know, so Brazil or do they have to go to across the ocean to South Africa, Namibia? I think there are some quite interesting questions there.
Ryan DuffHOST
And I think the other interesting question is that the Argentines this week have been sort of celebrating because big service companies in so SLB, Baker Hughes and Halliburton, I think, have all come out and said that they would not step in and essentially sort of provide services for these companies working offshore the Falklands.
Ryan DuffHOST
I think the striking thing for me was that it was their local companies, right? So it's sort of Schlumberger Argentina, Baker Hughes Argentina, who kind of came out and said that.
Ryan DuffHOST
And obviously those companies are looking at those sort of domestic opportunities in Argentina.
Ryan DuffHOST
I mean, it feels like Argentina, we have seen this extraordinary change in terms of the sort of the Vaca Muerta, that sort of onshore shale play, which has the potential to kind of turn around Argentina's energy prospects and provide a sort of a boon to the economy and has brought in international cash.
speaker_0HOST
While Buenos Aires pursues legal battles against drillers in the South Atlantic, major international oil field service companies are walking away from the islands on their own.
speaker_0HOST
SLB, Halliburton and Baker Hughes all released public statements confirming that they will not participate in the Sea Lion oil project, emphasizing full compliance with Argentine regulations.
speaker_0HOST
Industry analysts point out that these energy-secure service joints are protecting their lucrative stakes in Vaca Muerta, Argentina's onshore shale formation in northern Patagonia, while the Malvinas offshore deposit offers an estimated yield of up to 200,000 barrels per day once extraction starts around 2028.
speaker_0HOST
Vaca Muerta already produces over 1 million barrels daily and targets 1.5 million barrels by 2032.
Martin CreamerNARRATOR
Combining comprehensive industry data with CEO perspectives and lessons learned from some of the world's most significant clean hydrogen projects, Global Hydrogen Compass provides a fact-based assessment of the industry's progress and the practical actions needed to accelerate deployment.
Martin CreamerNARRATOR
The report was launched today for the first time through a dedicated global virtual event featuring the Hydrogen Council co-chairs alongside CEOs from Baker Hughes, CF Industries, Port of Rotterdam and Sinopec, with its findings also presented at the Hydrogen Energy Ministerial in Japan.
Martin CreamerNARRATOR
Wherever countries deploy hydrogen solutions suited to their context and support them with policy, competitive hydrogen ecosystems are taking hold.
Martin CreamerNARRATOR
By learning from those examples, we can build on that momentum faster and with greater confidence, Chang explained.
Jonas DorlingHOST
How do you think about it?
Rupert MitchellGUEST
Yeah, well, the service is named, um, so SLB, Schlumberger, and Baker Hughes screen incredibly well through the, um, through, through the exercise.
Rupert MitchellGUEST
Um, you know, these are typically larger cap names that I was putting into the long list anyway.
Rupert MitchellGUEST
So, you know, all of our favorite sort of, all of our favorite sort of Transoceans and Valarises and, um, and, and the Tidewaters of this world would've been pretty too small for, for consideration in this.
Travis RicciardoHOST
Like, like, th- businesses like royalty companies are even more scarce relative to the pool of what people used to conceptualize as these, you know, enduring capital like phenomenal business models.
Travis RicciardoHOST
So, um, yeah, I think, I think-
Rupert MitchellGUEST
Yeah, and actually come, c- going back to the, to the services names, so interesting that, that, you know, the s- the, the, the SLB and Baker Hughes scored very high, and these really are data and tech businesses, um, that aren't building, you know, LLM data centers around the world.
Rupert MitchellGUEST
So I, I, you know, I think those are gonna be quite, th- those, those would be quite interesting.
Christopher UhlHOST
So let's sort by average volume, high to low.
Christopher UhlHOST
Okay, we're looking at SLB, Albertan, Baker Hughes, Liberty Energy.
Christopher UhlHOST
Okay, maybe you're not going to be so familiar with some of these names.
Christopher UhlHOST
I'm not familiar with them.
Christopher UhlHOST
Is this Slumber J? Did Slumber J change to SLB Limited Common Shares? Albertan, Baker Hughes.
Christopher UhlHOST
Let's go take a look at these guys.
Christopher UhlHOST
All right, so you got your SLB, which I swear used to be Slumber J.
Christopher UhlHOST
Buy signal soon to be momentum trigger in place.
Danny FelberHOST
The rapid growth of AI and other compute-intensive workloads is driving a step change in electricity demand, with access to reliable, scalable power increasingly becoming the primary constraint.
Danny FelberHOST
We believe the power generation market remains in the early stages of a multi-year growth cycle driven by accelerating investment in AI infrastructure, said Lorenzo Simonelli, chair, CEO, and president at Baker Hughes during the company's Q2 2026 earnings call.
Danny FelberHOST
The magnitude of planned hyperscale investment reinforces the durability of this trend.
Danny FelberHOST
Capital spending by the largest hyperscalers is expected to double, increasing from approximately $370 billion in 2025 to nearly $750 billion by 2028.
13 MINS LATER
Danny FelberHOST
In addition to the field service division, the company operates a dedicated midstream plant group that specializes in top-to-bottom plant maintenance and construction support.
Danny FelberHOST
This team performs everything from dehydration unit work and amine tower maintenance to full plant turnarounds, piping modifications, equipment changeouts, mechanical repairs, and ongoing facility support.
Danny FelberHOST
Charting Baker Hughes' next chapter.
Danny FelberHOST
Baker Hughes closes $13.6 billion acquisition, launches new business segment.
Jim LucyHOST
These four freight categories account for 63.7% of all freight being transported, according to the most recent data.
Jim LucyHOST
If you track the oil market, you're probably familiar with the Baker Hughes rig count, which tracks the oil and gas rigs that are operating.
Jim LucyHOST
This data is available by state, by basin, and nationally at www.rigcount.bakerhughes.com.
Jim LucyHOST
This slide gives you an idea of the largest oil and gas deposits.
MichaelHOST
They go to corporate events.
MichaelHOST
So I started getting the service companies, the Baker Hughes, the Halliburtons, the Precisions, everybody in the supply part.
MichaelHOST
And I've done that with each vertical.
MichaelHOST
So I try and work the vertical deep.
31 more episodes mention Baker Hughes.
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