James West

how we should think about kind of 3Q, 4Q unfolding, both revenue-wise for OFSE and IET and margin-wise as we track towards your targets for the year

can you elaborate on what investors, and we should expect from Baker Hughes in the near future regarding this announcement?

I wanted to dig in on the OFSE business and particularly the margin because you guys significantly outperformed the peer group on the third quarter

from the customer standpoint, as you're talking to them about this latent capacity

When do you expect to have clarity in that market?

the increased demand on your capacity is leading to much better durability in your earnings

the portfolio of generating assets that you would like to or would be comfortable locking into long-term PPAs

Should we expect a similar type of cadence of kind of new projects as we go quarter to quarter or year to year

your reserve replacement ratio. It's been very impressive over the last three years. Well above your peer group and the big oils. Curious what's been driving that

Are we at a point where maybe you pause and digest? Or do you lean in and go up to that 15

on exploration in particular, that I'm thinking, Libya, Namibia, Greece, where are you kind of most excited?

those assets are much more valuable at this point. As we think about Leviathan, Tamar, which you operate, and Aphrodite

What's the differentiator on your operations versus, say, the smaller peers?

How are you guys thinking about balancing capital allocation to that?

if you're looking at any opportunities outside of Appalachia at this point

how are you thinking about the out years and how you want to set up the company to either continue to grow at this mid-single-digit rate or not

how would you kind of phrase it your position versus probably the peers in the market today given the huge longevity we think you have?

Could you talk about that strategy how you see the evolution of that strategy in those international regions

Is exploration going through a bit of a reverse cycle after a ten-year lull

Are customer conversations showing a sense of urgency, or is it still a little bit too early

How are you thinking about other potential investments in power? Is VoltaGrid kind of your main objective here

where do you think the maybe the surprises could come from if you think about a higher oil price environment

it looks to me like Saudi is bottoming and is going to recover here in the first half, deepwater coming back in the second half. Is that consistent

outside of industrial scale, is it not the relationship that you bring to the table? I mean nobody walks into the Kingdom of Saudi Arabia and says, "Hey, guys, can I do business?"

can you get the actual

If you were to kind of rank order what you're most excited about outside of that transaction, what would you say

With the OxyChem sale, are we going into now a quieter period, maybe a harvesting type of a period

I'm assuming it's going to be a lot of production-related work. Is that a fair assumption

What's kind of the level of urgency to get things flowing again, get back to work, get drilling activity

do you see more of your customers that are Middle East-based stepping outside of the region? They have already started to do that a little bit, but stepping outside more post conflict?

As you think about the recovery and how it could unfold—I know you made some comments in your prepared remarks about this—but as you talk to the customers, what do they want to do?

how are you thinking about the exit rate for '26 versus the exit rate we saw in '25? Certainly, it's gonna be higher, but what kind of if you give us some observations or thoughts on the magnitude

my sense is we're still fairly underpenetrated on Lumi and Delphi and the cloud platforms, and the AI platform that you have

it seems to me like at least that we may have found somewhat of a bottom and maybe looking to add activity next year

Just love to hear your thoughts on how we should think about that unfolding and Slb N.V.'s position?

How are you thinking about this entity and its capital raising abilities going forward?

is there a certain timeline that's been set to go through all the audit process and to clean up the queue?

are they willing still to go bilateral in negotiations with you guys

is the infrastructure in place to provide this increase in natural gas