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Marc Gregory Bianchi

Research Analyst at TD Cowen

Marc Gregory Bianchi is Managing Director and Senior Energy Analyst at TD Cowen, specializing in Sustainability & Energy Transition, Industrial Gas & Equipment, and Energy—Oilfield Services & Equipment. Covering 46 publicly traded companies, primarily in the oilfield services, industrial gas, construction, and energy transition sectors, he maintains a robust record with 199 stock ratings over the past decade and a balanced focus on buy and hold recommendations. Bianchi began his analyst career as a generalist in energy and materials before becoming an analyst and portfolio manager at Turner Investments, later joining TD Cowen in 2013. He holds a BA in economics from Rollins College, an MBA from Crummer Graduate School, the CFA charter, and specialist credentials in securities analysis.

Marc Gregory Bianchi's questions to HALLIBURTON (HAL) leadership

Marc Gregory Bianchi's questions to HALLIBURTON (HAL) leadership • Q3 2025

Question

Marc Gregory Bianchi inquired about the exclusivity of Halliburton's international collaboration agreement with VoltaGrid and sought clarification on Halliburton's obligated percentage of spend for VoltaGrid's international projects in 2026, beyond the $1 billion CapEx.

Answer

Jeffrey Miller, Chairman, President, and CEO, stated that the agreement is 'exclusive in parts' and 'with certainty over a pretty good period of time,' expressing confidence in Halliburton being the primary partner. He indicated that Halliburton would be 'investing alongside' VoltaGrid in these 'imminently capitalizable' projects, implying significant participation without specifying a precise percentage.

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