The BTM buildout is itself an oilfield services boom because every new behind-the-meter gas plant needs upstream extraction, midstream pipelines, and turbomachinery. Post 004 traces the revenue chain back to SLB and Baker Hughes wellpads.
Oil and gas services companies are outperforming Big Tech by 30% in 2026 as exploration renaissance, Hormuz-driven urgency, and AI adoption create multi-vector demand for drilling, infrastructure, and digital transformation services.
The BTM buildout is itself an oilfield services boom because every new behind-the-meter gas plant needs upstream extraction, midstream pipelines, and turbomachinery. Post 004 traces the revenue chain back to SLB and Baker Hughes wellpads.
Oil and gas services companies are outperforming Big Tech by 30% in 2026 as exploration renaissance, Hormuz-driven urgency, and AI adoption create multi-vector demand for drilling, infrastructure, and digital transformation services.