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Baker Hughes Co at JPMorgan Energy, Power & Renewables Conference Transcript
All right. Good afternoon. Arun Jayaram, Head of Oilfield Services Research at JPMorgan. Next up, we have Baker Hughes, which is one of the big 3 diversified service companies. They do -- but they touch a lot of different things between industrials, they're one of the leading providers of LNG equipment, which I think Lorenzo are going to talk a lot about today. And also probably one of the best-positioned companies in terms of leading the energy transition. So lots of interesting things. Delighted to have Lorenzo Simonelli, who's the CEO of Baker Hughes.
Before we're going to do fireside chat, have some fun this afternoon, I thought I'd turn it over to Lorenzo to make some opening comments. Lorenzo, we have a lot of generalists at this conference. So I was wondering if you maybe could whet the appetite of our audience to talk a little bit about Baker Hughes and your investment thesis around the story.
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