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Basic Materials  // Browsing posts in Basic Materials

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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Drilling and Completions Demand Up, Engine Orders Lagging

Research Question: How did the recent oil price decline affect demand and pricing for oilfield goods and services? Companies: CAT, CMI, HAL,HP, NBR,PTEN, RES, SLB Click here to download report (.pdf) Highlights The recent oil price pullback to under $50 per barrel had some industry players wondering if demand and pricing for oilfield goods and services […]

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Commercial Construction Continues to Favor Copper Over PEX

Research Question: Will PEX replace copper in new commercial construction projects? Companies: HEL:UNR1V By: David Franklin Click here to download report (.pdf)   Summary of Findings Cross-linked polyethylene (PEX) is gaining some traction in the commercial construction industry, but copper plumbing is not at risk of losing its dominant market position. PEX is approved in […]

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Higher E&P Spending Benefiting Fraccers, Drillers, Steel Mills

Research Question: What effect has higher E&P capex spending had on demand and pricing for oilfield services and supplies? Companies: HAL, HP, NBR, PTEN, RES, SLB, TS, X   Click here to download report (.pdf)   Highlights E&P companies’ higher spending on services and supplies is benefiting steel mills producing tubular goods for use in the […]

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Higher Upstream Spending to Benefit Fraccing Markets First

Research Question: How will E&P capital spending fare in 2017, and which sectors will benefit first? Companies: BAS, HAL, HP, KEG, NBR, PTEN, RES, SLB, SPN Click here to download report (.pdf)   Highlights Upstream capital expenditures are expected to grow in the mid- to high single digits year to year, according to 12 drilling and […]

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U.S. Oil Patch Begins to Recover Based on Stable Oil Pricing

Research Question: Have demand and pricing for oilfield services changed now that the price of oil is holding above $50 per barrel? Companies: BAS, HAL, HP, KEG, NBR, PDS, PTEN, RES, SLB, SPN Click here to download report (.pdf)   Highlights Sources working in the well stimulation, drilling and well services categories said demand had improved […]

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Recovery Has Begun for the Frac Sand Industry (SLCA, SND)

Research Question: How will frac sand companies be affected by oil and gas market conditions now and through 2017? Companies: BRK.A/B, CLR, CRR, EMES, EOG, FMSA, HCLP, SLCA, SND, TSE:CNI, TSE:CP, UNP By: David Franklin Click here to download report (.pdf)   Summary of Findings The frac sand industry is in the early stages of […]

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Frac Sand Idea Proposal (HCLP, SLCA)

Frac Sand Idea Proposal (HCLP, SLCA)

How will Frac Sand companies be impacted by oil/gas well completion activity now and through 2017?   Report Available: December 15, 2016   Blueshift’s initial research reveals that oil/gas well completion activity is increasing in some of the domestic plays. Some frac sand mining companies have experienced increased demand and even seen a trend of […]

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