Scenarios that move BKR

Baker Hughes Company - Common Stock

Scenarios that move BKR: 31 analyses, 21 positive, 10 negative.

  1. · PetroChina set for record trading profit as war upends markets — ▲ · impact +40 · confidence low · horizon quarters
  2. · Trump waives many Russia-related sanctions and tariffs under new law — ▲ · impact +58 · confidence low · horizon quarters
  3. · Iran’s precision strikes damage Gulf infrastructure and blunt US war plans — ▼ · impact -50 · confidence low · horizon quarters
  4. · Greg Abel expands Berkshire Hathaway's Occidental Petroleum stake — ▲ · impact +30 · confidence low · horizon quarters
  5. · US blockade keeps Iranian crude exports at zero in October — ▲ · impact +50 · confidence low · horizon weeks
  6. · Chevron offloads Hess Midstream stake, takes up to $4 billion hit — ▲ · impact +10 · confidence low · horizon quarters
  7. · IEA says it will accelerate oil reserve release — ▼ · impact -45 · confidence low · horizon weeks
  8. · Energy Transfer agrees to acquire Vaquero Midstream for $2.6 billion — ▲ · impact +11 · confidence low · horizon quarters
  9. · ◇ What if… Crude oil reaches $150 a barrel — ▲ · impact +50 · confidence low · horizon weeks
  10. · Cenovus Energy agrees to acquire Athabasca Oil — ▲ · impact +52 · confidence low · horizon quarters
  11. · YPF's $24 billion Argentina LNG project gains US financing — ▲ · impact +45 · confidence high · horizon quarters
  12. · Shell greenlights LNG Canada Phase 2, doubling export capacity — ▲ · impact +58 · confidence medium · horizon weeks
  13. · CRK signs $1.65 billion framework agreement with SOCAR — ▲ · impact +30 · confidence low · horizon quarters
  14. · ◇ What if… Iran agrees to end uranium enrichment by December 31 — ▼ · impact -32 · confidence low · horizon quarters
  15. · ◇ What if… Mary Peltola wins Alaska’s 2026 Senate race — ▲ · impact +15 · confidence low · horizon quarters
  16. · ◇ What if… Iran loses control of Kharg Island by December 31 — ▲ · impact +30 · confidence low · horizon quarters
  17. · ◇ What if… Delcy Rodríguez leads Venezuela at end of 2026 — ▼ · impact -43 · confidence low · horizon quarters
  18. · ◇ What if… Nicolás Maduro remains Venezuela's leader at end of 2026 — ▼ · impact -26 · confidence low · horizon quarters
  19. · ◇ What if… Reza Pahlavi enters Iran by December 31 — ▲ · impact +65 · confidence medium · horizon quarters
  20. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by September 30 — ▲ · impact +30 · confidence low · horizon quarters
  21. · Houthis strike Saudi targets as Hormuz talks stall — ▲ · impact +40 · confidence low · horizon quarters
  22. · Dangote launches Africa’s biggest oil refinery as ‘people’s IPO’ — ▲ · impact +16 · confidence low · horizon quarters
  23. · ◇ What if… SPD wins most seats in Mecklenburg-Vorpommern’s 2026 election — ▼ · impact -11 · confidence low · horizon quarters
  24. · Saudi Arabia reports Iraq-launched drones hit East-West pipeline — ▲ · impact +50 · confidence low · horizon weeks
  25. · Dow weighs exiting $20 billion partnership with Aramco — ▼ · impact -32 · confidence medium · horizon weeks
  26. · ◇ What if… OPEC announces surprise 2M barrel production cut — ▲ · impact +65 · confidence low · horizon quarters
  27. · ◇ What if… Luiz Inácio Lula da Silva wins Brazil’s 2026 presidential election — ▲ · impact +53 · confidence low · horizon quarters
  28. · ◇ What if… Iranian regime falls before 2027, reshaping regional energy markets — ▲ · impact +43 · confidence medium · horizon quarters
  29. · OPEC Announces Surprise 2M Barrel Increase — ▼ · confidence medium
  30. · ◇ What if… OPEC Doubles Oil Production Flooding Global Markets — ▼ · confidence medium
  31. · ◇ What if… Federal Government Bans All Crude Oil Exports Effective Immediately — ▼ · confidence low

All scenarios · Run a scenario · Pricing