Baker Hughes Integrated Compressor Line (ICL) technology to enhance gas swing storage capacity as part of the United Arab Emirates decarbonization strategy Scope includes 10 ICL units to be installed at Margham Gas storage facility in the Emirate of Dubai HOUSTON and LONDON, Oct. 08, 2024 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Tuesday its largest order ever of Integrated Compressor Line (ICL) units with Dubai Petroleum Establishment (DPE), for and on behalf o ...

公司概况 - 公司是Seeking Alpha的量化策略和市场数据副总裁 [1] - 公司是Seeking Alpha量化股票评级系统的创建者,设计用于帮助投资者解读数据并提供投资方向洞见 [1] - 公司是Alpha Picks系统性股票推荐工具的创始人和联合管理人,旨在帮助长期投资者构建最佳投资组合 [1] - 公司专注于消除投资决策中的情绪偏差,采用数据驱动的方法利用复杂算法和技术简化繁琐的投资研究,提供每日更新的股票交易推荐评级系统 [1] 从业经历 - 公司曾创办CressCap Investment Research公司,该公司于2018年被Seeking Alpha收购,以获得其无与伦比的量化分析和市场数据能力 [2] - 公司此前还创办了量化对冲基金Cress Capital Management,并在摩根士丹利和北美信托银行担任要职 [2] - 公司拥有30多年的股票研究、量化策略和投资组合管理经验 [2]

文章核心观点 美国经济取得了三大成功:提高农业生产力、生产燃油效率车型、增加石油产量。这些创新不仅为股东创造收益,也让世界变得更美好。三家公司 - Deere、特斯拉和贝克休斯 - 在这些领域做出了贡献,因此吸引了长期投资者。[1] 1. Deere和农业生产力 - 美国玉米产量从2002年到2022年增长了34%,而欧盟反而下降。这是一个非常出色的表现,因为美国生产了全球近三分之一的玉米。[2][3] - 其他主要玉米生产国也希望赶上美国的产量水平,这将需要投资精准农业解决方案,Deere的硬件和软件解决方案有望从中获益。[4] 2. 特斯拉和燃油经济性 - 特斯拉几乎单枪匹马地改变了美国汽车从油耗大户到效率和质量领导者的形象。[5] - 特斯拉在美国电动车市场占据50.8%的份额,其Model Y车型就占到了三分之一。特斯拉通过生产高质量、高燃油效率的电动车实现了这一成就。[5][7] - 特斯拉目前的电动车车型为其未来发展奠定了基础,包括机器人出租车和自动驾驶汽车的潜力。[7] 3. 贝克休斯和美国石油产量 - 自2016年以来,美国石油产量的增长可谓惊人,美国已成为全球最大的石油生产国。[8] - 这主要得益于Permian地区采用压裂技术、改进钻井技术和更好利用资源,贝克休斯在其中发挥了重要作用。[9] - 贝克休斯的油田和天然气技术服务业务将获得中期增长,同时其液化天然气解决方案和新能源技术也将受益。这将有助于美国确保能源安全。[9]

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Baker Hughes Company (BKR) has unveiled CarbonEdge, a cutting-edge digital solution designed to streamline carbon capture, utilization, and storage (CCUS) operations. The platform aims to enhance operational efficiency, mitigate risks and support regulatory compliance, all while contributing to the global push toward decarbonization. Powered by Baker Hughes' Cordant industrial software, CarbonEdge offers an end-to-end platform for monitoring and optimizing CO2 flows throughout CCUS infrastructure. The solut ...

t T T r t H T E 11000 T l 1 n a 1 u I II H H n th li piola666 Baker Hughes Company (NASDAQ:BKR) is well-positioned for the energy future as the firm realizes strength and resiliency across their gas technology and LNG portfolios within their Industrial & Energy Technology Segment. These technologies are set to cater to the growing demand for natural gas on a global scale, as well as oilfield services & equipment as more precise D&C programs focus on enhancing the oil well's production lifecycle. Management ...

CarbonEdge™ connects subsurface and surface data across carbon capture, utilization and storage (CCUS) infrastructure Solution draws on Baker Hughes' technology, long-standing domain expertise across its diverse portfolio ready to serve entire CCUS value chain Wabash Valley Resources will leverage CarbonEdge for measurement, monitoring, and verification of CO2 and collaborate with Baker Hughes on the solution's continued development HOUSTON and LONDON, Sept. 12, 2024 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ ...

HOUSTON and LONDON, Sept. 12, 2024 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR) will announce the results of the third quarter ending Sept. 30, 2024, via press release at 5 p.m. Eastern Time (4 p.m. Central Time) on Tuesday, Oct. 22, 2024. A webcast to discuss the results will be held Wednesday, Oct. 23, 2024, at 9:30 a.m. Eastern Time (8:30 a.m. Central Time). To access the webcast, listeners should visit the Baker Hughes website at: investors.bakerhughes.com. An archived version will be available on the ...

会议主要讨论的核心内容 公司转型与执行力提升 - 公司在过去几年实现了显著转型,执行力从过去的短板变成了优势 [3][6] - 转型的三大支柱包括:转型核心业务、投资有利可图的增长领域、开拓新的前沿领域 [4][5][6] - 公司文化的转变是关键,包括明确公司使命、重视客户关系、提升执行力等 [8][9][10] 业务组合调整与新领域拓展 - 公司正在调整业务组合,将重心从LNG转向非LNG工业订单,非LNG订单今年预计增长50% [20] - 未来公司看好的新增长领域包括CCUS、氢能、清洁集成电力解决方案、地热等 [17][18] - 公司正在拓展到数据中心、采矿等新兴行业,利用自身的产品和技术优势 [17][18][34][35][36] 行业发展趋势 - 公司预计未来LNG需求仍将持续增长,到2030年或达到800MTPA [23][24] - 美国LNG出口项目审批进度缓慢,公司希望政府尽快解决 [25][26] - 天然气基础设施建设是另一个重点领域,包括沙特、阿尔及利亚等国家 [30][32][33] 问答环节重要的提问和回答 管理层调整 - 公司任命新的Oilfield Services and Equipment业务负责人Amerino Gatti,他拥有丰富的行业经验,将有助于公司拓展成熟资产解决方案业务 [13][14][15] - 原负责人Maria Claudia Borras将担任新的Chief Growth and Experience Officer,负责探索公司未来的增长机会 [13][14][16] 业务展望 - 公司工业能源技术业务的毛利率目标是在2026年达到20%,主要通过提高产品定价、提升制造效率、优化产品组合等方式实现 [37][38][39][40] - 公司OFSE业务在未来一两年内预计国际市场仍将保持增长,北美市场将趋于平稳 [42][43] - 公司在沙特等国家实施"在国内为国内"的本地化战略,不仅为当地市场服务,也有出口业务 [49][50][52] 现金流与资本配置 - 随着工业能源技术业务订单的执行,公司未来几年的自由现金流有望大幅增加 [52] - 公司将继续保持60%-80%的自由现金流分配给股东,包括股息和股票回购 [53]

Amerino Gatti appointed as executive vice president of Oilfield Services & Equipment (OFSE) business segment Maria Claudia Borras appointed as chief growth & experience officer Muzzamil Khider Ahmed appointed as chief people & culture officer HOUSTON and LONDON, Sept. 03, 2024 (GLOBE NEWSWIRE) -- Baker Hughes Company (NASDAQ: BKR) ("Baker Hughes" or the "Company") announced Tuesday several changes to its leadership team, effective by Oct. 1. These changes are designed to continue delivering Baker Hughes' su ...