FLIR - The Asset Allocator: Baker Hughes Capturing The Carbon-Capture Opportunity (Podcast)

• Investors generally look out for a new administration’s signals as to which industries or companies are favored.
• The Biden Administration has made clear that it is targeting methane reduction as a regulatory priority.
• The oil majors are making substantial investments in future emissions-control technologies, but my question is whom are they paying right now to ensure their numbers don’t attract unwanted regulatory scrutiny?
• There are a number of companies helping oil majors get rid of their methane, some more or less focused on this issue, and all of them expensive.
• Baker Hughes (BKR) appears to be the most impressive of the bunch – more focused than most, less expensive than most, and heavily invested in digital solutions to carbon capture.

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