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Basic Materials  // Browsing posts in Basic Materials

Updates on Oil Patch: Land/Leasing, Well Service and Drilling Lead Field Work in 1H19

Research Question: How will moderated E&P capex allocations be spent at the field level during the first half of 2019? Companies: BAS, DWSN, HAL, HP, KEG, PDS, PTEN, RES, RNGR, SLB Click here to download report (.pdf)   Highlights E&P executives involved with planning or operations concurred that priorities on 1H19 capex spending for oilfield services […]

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Updates from Oil Patch: First-Quarter Demand and Pricing for Oilfield Services Are Flat

Research Question: How will flat capex affect first-quarter demand and pricing for oilfield services? Companies: BAS, FRAC, HAL, HP, PDS, PTEN, RES, RNGR, SLB Click here to download (.pdf)   Highlights Capital spending on oilfield services in the U.S. land markets generally has been flat, as projected in Blueshift Research’s Dec. 20, 2018, report. Sources in […]

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Platform Specialty Products/Element Solutions Idea Proposal (PAH/ESI)

Platform Specialty Products/Element Solutions Idea Proposal (PAH/ESI)

Will Platform Specialty Products/Element Solutions outpace growth expectations in 2019? Report Available: February 20, 2019   Blueshift’s initial research found PAH trying to reinvent itself with the sale of a new division, a new top management team, and a new name. Executives have warned that Q4 results will be disappointing and offered a tepid view […]

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Updates from Oil Patch: Oilfield Expenditures Likely to Flatten YY in 2019

Research Question: What is the outlook for E&P spending and oilfield services considering the recent decline in oil pricing? Companies: BAS, FRAC, HAL, HP, PDS, PTEN, RES, RNGR, SLB Click here to download report (.pdf)   Highlights Oil pricing’s recent drop to the lower $50s has caused hesitation in industry circles for projects to move forward […]

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Updates from Oil Patch: Well Service, Fraccing, Drilling Improving on More Available Cash

Research Question: With investments coming into the oil patch, which activities are happening in the field? Companies: BAS, FRAC, HAL, HP, KEG, NBR, NOV, PDS, PTEN, RES, RNGR, SLB Click here to download report (.pdf)   Highlights E&P companies are focused on revitalizing older wells, fraccing newly drilled wells to put online quickly, and drilling new […]

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Update: Small Share Gains in Niche Markets Likely for NCS Multistage (NCSM)

Research Question: Are higher oil prices driving increased U.S. adoption of NCS Multistage’s fraccing technology, and will its new technology that does not require coil tubing be a significant improvement and fuel adoption? Companies: BHGE, CVX, EOG, HAL, NCSM, OXY, SLB, WFT, XOM By: David Franklin Click here to download report (.pdf)   Summary of […]

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Updates From The Oil Patch: Higher Oil Price Is Benefitting the Drilling Industry

Research Question: What is the status of the oil and gas drilling industry in light of $70 oil? Companies: BHGE, HAL, HP, NBR, NOV, PTEN, SLB   Click here to download report (.pdf)   Highlights Conference attendees at the IADC’s well-attended Drilling Onshore Conference and Exhibition held in Houston last week confirmed findings in Blueshift Research’s […]

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Updates from Oil Patch: Oilfield Activity, Some Equipment Orders Rising on High Oil Price

Research Question: What is the status of oilfield activity and rig componentorders in light of $68 oil? Companies: CAT, GDI, HAL, HP, NBR, NOV, PTEN, RES, SLB Click here to download report (.pdf)   Highlights Demand for fraccing and drilling services in the second quarter has increased compared with first quarter, and new orders of key […]

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Oil Patch Updates: Oilfield Activity, Some Equipment Orders Rising on High Oil Price

Research Question: What is the status of oilfield activity and rig component orders in light of $68 oil? Companies: CAT, GDI, HAL, HP, NBR, NOV, PTEN, RES, SLB Click here to download report (.pdf)   Highlights Demand for fraccing and drilling services in the second quarter has increased compared with first quarter, and new orders of […]

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Updates From the Oil Patch: First-Quarter Sand Shortage in the Permian Basin Hindered Frac Activity

Research Question: How have recent frac sand delivery delays affected the volume of well completions in the Permian Basin during the first quarter of 2018? Companies: FRAC, HAL, PUMP, RES, SLB   Click here to download report (.pdf)   Highlights Well completion activity in the Permian Basin was stymied somewhat during the first quarter because many […]

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