Project finance and oilfield services share customers: every PPA-backed gas plant generates field-services demand for the upstream gas that fuels it. Post 011 frames this dual-sided revenue stream as the underappreciated structural strength of SLB and Baker Hughes.
Energy services stocks SLB and Baker Hughes have beaten Big Tech by 30% year-to-date despite Q1 headwinds from Red Sea logistics disruptions, while Baker Hughes's hydrogen turbomachinery acquisition repositions both players for the energy transition.
Project finance and oilfield services share customers: every PPA-backed gas plant generates field-services demand for the upstream gas that fuels it. Post 011 frames this dual-sided revenue stream as the underappreciated structural strength of SLB and Baker Hughes.
Energy services stocks SLB and Baker Hughes have beaten Big Tech by 30% year-to-date despite Q1 headwinds from Red Sea logistics disruptions, while Baker Hughes's hydrogen turbomachinery acquisition repositions both players for the energy transition.