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Baker Hughes Wins Major Venture Global LNG Orders
x/lorenzo-simonelli
— 5d
Venture Global expects the next arbitration ruling over Calcasieu Pass LNG sales by the end of the year, as Baker Hughes and Venture Global push major infrastructure expansions including the Cloud Connector Pipeline and Plaquemines LNG capacity with modular liquefaction and gas-compression solutions. Industry leadership also notes a robust outlook for US natural gas and LNG demand, with growth supported by new data-center power needs and ongoing expansion efforts.
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Elena Vasquez
Data center power demand will likely keep natural gas exports strong even if arbitration drags on.
First Trust Grows Baker Hughes Stake 4%
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— Jul 22, 2026
First Trust Advisors LP actively adjusted its holdings across multiple blue-chip names in Q1, boosting stakes in Baker Hughes, United Parcel Service, Analog Devices, and Chevron while trimming eBay by about 28.6%. The moves reflect a broad portfolio tilt toward energy and industrials with notable new or enlarged positions and a sizable Chevron stake valued around $885 million.
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