Morgan Brennan interviews Baker Hughes CEO Lorenzo Simonelli completely following the corporate’s sturdy This fall earnings, highlighting record-breaking efficiency in its industrial and power expertise section. They talk about the surging international demand for LNG, pushed by power safety wants and AI’s rising energy necessities, in addition to Baker Hughes’ position in increasing US LNG exports. Simonelli additionally shares insights on oilfield service efficiencies, the combination of AI, and the outlook for crude costs. He addresses potential commerce coverage impacts, the Trump administration’s power technique, and the way Baker Hughes is positioning itself for any tariffs.