两种战略的故事:贝克休斯和 NOV 如何跨越天然气时代

天然气需求不断增长,随之而来的是一系列措施来满足不断变化的市场需求。贝克休斯和 NOV 如何应对不断变化的能源格局?


分析师表示,尽管最近天然气价格较低,但对这种碳氢化合物的需求却在上升。

新的人工智能数据中心、电力传输线路和电池存储限制的建设都助长了 Evercore 分析师所称的“天然气时代”的崛起。

贝克休斯在其 2024 年第三季度财报中表示,作为“全覆盖战略”的一部分,贝克休斯预计到 2040 年天然气需求将增长 20%,该战略强调减少排放而不是仅仅关注燃料来源。

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A Tale of Two Strategies: How Baker Hughes, NOV are Traversing the Natural Gas Age

Natural gas demand is on the rise, and with that comes a flurry of measures to capitalize on evolving market needs. How are Baker Hughes and NOV navigating the changing energy landscape?


Despite recent low natural gas prices, demand for the hydrocarbon is rising, analysts say.

The buildout of new AI data centers, electric transmission lines and battery storage limitations are all contributing to the rise of what Evercore analysts are calling the “age of natural gas.”

Baker Hughes projects a 20% increase in natural gas demand by 2040, as part of an “all-of-the-above strategy” that emphasizes emissions reduction rather than focusing solely on fuel sources, the company said in its third-quarter 2024 earnings.

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