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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
the increased demand on your capacity is leading to much better durability in your earnings
When do you expect to have clarity in that market?
the portfolio of generating assets that you would like to or would be comfortable locking into long-term PPAs
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
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?
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?
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
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?"
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
when we should see some type of movement here on on contracting
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
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?
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?
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
Just love to hear your thoughts on how we should think about that unfolding and Slb N.V.'s position?
it seems to me like at least that we may have found somewhat of a bottom and maybe looking to add activity next year
are they willing still to go bilateral in negotiations with you guys
is the infrastructure in place to provide this increase in natural gas