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Basic Materials  // Browsing posts in Basic Materials

Frac Sand Still Has Room to Run in 2018 Even If Not at Boom Levels (CRR, FMSA, HCLP, SLCA)

Research Question: Has demand for frac sand topped out, or does the market have room to run in 2018? Companies: CRR, EMES, EOG, FMSA, HAL, HCLP, SLB, SLCA, SND, WFT   By: David Franklin Click here to download report (.pdf)   Summary of Findings The frac sand industry has fully recovered and still has room […]

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NCS Multistage Will Gain Limited U.S. Share Until Positive Cost Data Exists and Oil Pricing Rises (NCSM)

Research Question: Will NCS Multistage Holdings’ sliding sleeve fraccing method gain share in the United States? Companies: BHGE, HAL, NCSM, SLB By: David Franklin Click here to download report (.pdf)   Summary of Findings S. market share gains will be limited for NCS Multistage Holdings Inc.’s (NCSM) Multistage Unlimited fracturing system until positive cost and efficacy […]

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Frac Sand Idea Proposal (CRR, FMSA, HCLP, SLCA)

Frac Sand Idea Proposal (CRR, FMSA, HCLP, SLCA)

Has the frac sand boom topped out or is there still room to run in 2018?   Report Available: December 20, 2017   Blueshift’s ongoing research of the oil and gas industry finds the volatile frac sand industry experiencing a strong 2017. Driven by increasing oil prices and the use of mega-fracs which require significantly more […]

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NCS Multistage Holdings Idea Proposal (NCSM)

NCS Multistage Holdings Idea Proposal (NCSM)

Will NCSM’s sliding sleeve fraccing method gain share in the U.S.?   Report Available: December 13, 2017   Blueshift’s initial research found NCSM’s pinpoint fraccing method used in 7,800 wells with over 164,000 frac stages placed. The method is now used in almost 30% of the horizontal completions in Canada. In U.S. oil and gas […]

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Oil Patch Alert: Well Service Companies Benefit from Wrath of Hurricane Harvey

Companies:BAS, CAT, CMI, HAL, HP, GE, KEG, NBR, NOV, PTEN, RNGR, SLB By: Janis Johnson Click here to download report (.pdf)   Summary Well service companies are benefiting from fluid hauling and well shut-ins (BAS, KEG, RNGR). Some equipment suppliers may see a bump in orders (CAT, CMI, GE, NOV). Standby rates are not always […]

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Oil Patch: 2H17Demand for Oilfield Services Steady to Up Slightly vs. 1H

Research Question: How will oilfield services demand for the second half of 2017 compare with the first half of the year? Companies: BAS, HAL, HP, KEG, NBR, PTEN, RES, RNGR, SLB Click here to download report (.pdf)   Highlights Demand and pricing for oilfield services are expected to hold steady or rise slightlyduring the second half […]

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Agribusiness Idea Proposal (BAYRY, DOW, DD, MON, SYT)

Agribusiness Idea Proposal (BAYRY, DOW, DD, MON, SYT)

How will the agribusiness consolidation wave – including Dow/DuPont and Bayer/Monsanto – affect pricing and market share of seeds and crop protection chemicals?   Report Available: September 27, 2017   Blueshift’s initial research found the seed and pesticide industries undergoing an upheaval as a result of three mega-mergers involving such giants as DD, DOW and […]

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FTS International’s IPO Success Depends on Oil Price, Not the Company’s Strengths or Services (FTSI)

Research Question: Does FTS International possess any strengths or unique services that will ensure a successful IPO? Companies: BAS, CAT, FRAC, FTSI, HAL, NFX, NOV, PUMP, RES, SLB, TSE:CFW, WFT By: David Franklin Click here to download report (.pdf)   Summary of Findings FTS International Inc.’s (or FTSI) IPO success will depend largely on the timing […]

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Demand Up for Fraccing, Well Services and Frac Pumps

Research Question: Are second-quarter market conditions for oilfield services better or worsethan or the same as in the first quarter? Companies: BAS, FTI, GDI, HAL, KEG, LON:WEIR, RES, SLB Click here to download report (.pdf)   Highlights Although oil pricing per barrel continues to fluctuate, demand for fraccing and well service work has risen in the […]

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FTS International Idea Proposal (FTSI)

FTS International Idea Proposal (FTSI)

Does FTS International possess any strengths or unique services that will ensure a successful IPO? Report Available: June 1, 2017   Blueshift’s initial research found FTSI and several other oil and gas service providers intending to launch an initial public offering earlier in the year, but plans were delayed by declining oil prices in Q1. […]

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