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13:30
Jul 27 ◎
Jul 27 ◎
KGS
2222.SR
PBR
EQNR
LNG
▾
HIGH
Kodiak is securing BKR's gas turbines for a large, multi-year power build-out in North America, a positive signal for their fleet expansion.
"we signed a multi-year strategic agreement with Kodiak Gas Services anchored by an initial award for approximately one gigawatt of power generation capacity and a framework for up to 1.8 gigawatt over time."
KGS WATCH
Aramco's massive gas expansion program is generating ongoing demand for BKR's compression technology.
"we secured two significant awards for electric motor-driven compression trains, supporting the brownfield expansion of a large offshore field in the Middle East and Aramco's Ufania onshore gas development."
2222.SR WATCH
Petrobras' offshore developments in the Santos Basin remain a key source of demand for BKR's oilfield services.
"we secured a major award for Petrobras for well construction solutions across Brazil Santos Basin"
PBR WATCH
Equinor's long-term offshore commitments in Norway continue to provide a stable revenue base for BKR's services.
"Equinor extended key contracts for integrated drilling, well services, and wireline intervention in Norway."
EQNR WATCH
IET orders, excluding data center activity, still matched the prior record of $4.9 billion, indicating the demand cycle is broad-based and not solely dependent on the AI buildout. — This separates BKR's order strength from the AI-related power demand narrative, showing LNG and broader gas infrastructure are also driving growth.
"we secured multiple awards supporting Chenier's Sabine Pass LNG facility, including aeroderivative gas turbines and compression equipment for Train 7, a boil-off gas reliquifaction unit, and fleet-wide gas turbine enhancements"
LNG WATCH
GLNG WATCH
The final investment decision (FID) for Venture Global's LNG projects is confirmed by BKR booking a major $1.8B equipment order, including 12 liquefaction modules. — This validates Venture Global's project execution and de-risks its future cash flows, confirming they are firmly on track with their expansion plans.
"We received a major award from Venture Global, including six LNG blocks comprising of 12 liquefaction modules"
VG WATCH
Management's guidance tone is positive, reflecting record IET orders, a raised long-term order target, and confidence in continued growth despite Middle East disruptions.
"Our confidence in the long-term outlook for power generation continues to be supported by the strength of our power systems backlog and the depth of our order pipeline."
BKR WATCH
HIGH
13:30
Apr 24 ◎
Apr 24 ◎
WHD
CR
YPF
PBR
MPC
▾
HIGH
The formation of the SPC joint venture with Cactus closed, removing its results from BKR's consolidated figures and generating proceeds.
"Combined with the sale of PSI to Crane and the joint venture with Cactus, which both closed early in January, we expect to generate gross proceeds of approximately $3 billion in 2026."
WHD WATCH
Crane Company acquired BKR's PSI business, a portfolio action that generated cash proceeds.
"Combined with the sale of PSI to Crane and the joint venture with Cactus, which both closed early in January, we expect to generate gross proceeds of approximately $3 billion in 2026."
CR WATCH
YPF is investing in its shale development in Argentina, securing BKR for well construction technology.
"In Argentina's Vacuum Water Shell, we signed a three-year contract with YPF to provide well construction technology."
YPF WATCH
Petrobras continues to be a major customer, signing a long-term service agreement for its FPSO fleet.
"we continue to drive value through our lifecycle model, signing a five-year aftermarket service agreement with Petrobras."
PBR WATCH
Marathon Petroleum has committed to a multi-year agreement with BKR for downstream chemicals, indicating a strategic partnership.
"we signed a substantial multi-year agreement with Marathon Petroleum, establishing ourselves as the preferred supplier of hydrocarbon treatment products and services."
MPC WATCH
Hexagon is acquiring BKR's Waygate Technologies business, a portfolio move that generates cash for BKR.
"we anticipate generating gross proceeds of $1.6 billion from the IPO of HMH in the recently announced sale of Wege Technologies to Hexagon."
HEXA-B.ST WATCH
Despite the Middle East conflict and macro uncertainty, management expressed confidence in strong future demand, raising the Horizon 2 order target and highlighting robust IET performance.
"Against this backdrop, we are increasingly confident that our Horizon 2 IAT order target will exceed $40 billion."
BKR WATCH
Baker Hughes is effectively sold out of its NOVA LT gas turbines through 2028, despite plans to double capacity, indicating extreme demand tightness in the aero-derivative turbine market. — This confirms a structural supply-demand imbalance in the power equipment market, a positive for turbine makers and a potential bottleneck for data center projects.
"We're effectively sold out of Nova LTs through 2028, and the tightness we're seeing across the broader turbine market is well understood."
GEV WATCH
SIEGY WATCH
The Middle East conflict has caused the OFSE segment's revenue in the region to potentially fall more than 20% sequentially in Q2 2026, with a heavier impact on product sales due to logistics. — The scale of disruption and the logistics bottleneck for product sales highlights a specific challenge for the OFS sector, potentially impacting competitors similarly.
"we expect a significant impact still to our Middle East operations in the second quarter, with that region potentially falling, I'd say, more than 20% sequentially"
SLB WATCH
HAL WATCH
CLB WATCH
Middle East LNG infrastructure damage has taken 20% of worldwide LNG capacity offline, leading to a supply shortfall this year and driving fuel switching from gas to coal in Asia. — The scale of global LNG capacity offline is a massive supply shock, likely keep LNG prices high and benefiting US LNG exporters while hurting Asian buyers.
"The conflict has also significantly affected global LNG markets, with 20% of worldwide LNG capacity now offline, driving significant price volatility."
LNG WATCH
F WATCH
NEE WATCH
Management now expects global upstream spending in 2026 to decline modestly, with North America and international markets outside the Middle East expected to be broadly flat. — This is a bullish signal for non-Middle East upstream markets, indicating that spending is more resilient than initially expected.
"we now expect global upstream spending to be modestly below our prior outlook of low single digit declines compared to 2025, driven entirely by a significant reduction in Middle East activity."
NOV WATCH
Baker Hughes' new partnership with Google Cloud signals a growing push by hyperscalers to optimize energy consumption for AI data centers, creating a new software/services market. — This expands the potential for software-driven energy management in data centers, moving beyond just hardware, and competitors may need to follow suit.
"we announced a collaboration with Google Cloud to develop AI-enabled power optimization and sustainability solutions for data center applications."
GOOGL WATCH
MSFT WATCH
AMZN WATCH
HIGH
14:30
Jan 26 ◎
Jan 26 ◎
NEXT
E
BKR
SLB
HAL
▾
HIGH
Baker Hughes booked orders for NextDecade's Rio Grande LNG Train 5, confirming continued expansion of that LNG project.
"providing critical liquefaction technology for train five at next decade's Rio Grande LNG facility"
NEXT WATCH
Baker Hughes was awarded a frame agreement for subsea systems on Eni's Coral North LNG project, securing a significant new scope of work.
"multi-year frame agreement for subsea production systems and services for the Coral North LNG project offshore Mozambique"
E WATCH
Baker Hughes is guiding to a strong 2026 with mid-single-digit organic EBITDA growth, record IET orders, and continued margin expansion toward a 20% company target by 2028, driven by growth in power systems and LNG.
"we remain confident in achieving our three-year IAT orders target of at least $40 billion"
BKR WATCH
The 2026 OFSE margin outlook being flat (excluding SPC deconsolidation) implies Baker Hughes believes current cost-cutting can fully offset tariff cost increases and mix headwinds, a sign of aggressive structural cost reduction in a downcycle. — If Baker Hughes can hold margins flat on flat revenue in oilfield services, it will outperform its peers, who are likely still grappling with pricing pressure in a declining market.
"For 26, the modest year of year decline with, you know, organic margins expected to be flat"
SLB WATCH
HAL WATCH
Baker Hughes' NOVA LT gas turbine capacity is effectively sold out through 2028 despite a planned doubling by early 2027, indicating severe supply tightness in behind-the-meter power generation. — The turbine supply bottleneck is shifting to electrical and grid balance equipment, which supports pricing power for Baker Hughes and highlights the criticality of the Chart acquisition to add thermal management capacity.
"the pending acquisition of chart will add differentiated thermal management capabilities"
GTLS WATCH
Baker Hughes signed long-term service agreements with Cheniere for its Corpus Christi trains 8 and 9, securing a large recurring revenue stream.
"long-term service agreements for Schneer's Corpus Christi Trains 8 and 9"
LNG WATCH
The deal to form a JV with Cactus closed on Jan 1, generating cash proceeds and deconsolidating Baker Hughes' surface pressure control business.
"the formation of the surface pressure control joint venture with Cactus"
WHD WATCH
HIGH
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