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Basic Materials  // Browsing posts in Basic Materials

Updates from the Oil Patch: Demand and Pricing for Oilfield Services Lost Momentum in Q2

Research Question: How has mid-$50 oil affected second-quarter oilfield service demand and pricing? Companies: BAS, HAL, HP, KEG, NBR, PDS, PTEN, RNGR, SLB Click here to download report (.pdf)   Highlights Second-quarter demand and pricing for oilfield services in the U.S. land markets lost momentum after oil fell into the mid-$50s per barrel earlier in the […]

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Updates from Oil Patch: U.S. Vendors Continue to Benefit from Saudi Aramco Work

Research Question: Which oilfield service companies are most likely to benefit from securing more contracts with Saudi Aramco in the near future? Companies: BHGE, EMR, FTI, HAL, MDR, SLB, WFT Click here to download report (.pdf)   Highlights Sources interviewed by Blueshift Research at last week’s Offshore Technology Conference in Houston agreed that Saudi Aramco […]

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Updates from Oil Patch: Saudi Aramco’s Vast Resources Attract Top Talent, U.S. Vendors

Research Question: What is the state of the oil & gas industry in Saudi Arabia as it relates to oilfield issues? What are the country’s challenges and opportunities in competing against the United States, including the development of unconventional resources? Companies: BHGE, HAL, SLB, WFT   Click here to download report (.pdf)   Highlights In […]

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Updates From the Oil Patch: First-Quarter Oilfield Demand and Pricing Held Generally Steady

Research Question: Have first-quarter demand and pricing for oilfield services changed now that oil prices have topped $60 per barrel? Companies: BAS, HAL, HP, KEG, NBR, PDS, PTEN, RES, RNGR, SLB   Click here to download report (.pdf)   Highlights Demand and pricing for oilfield services in the U.S. land markets were generally flat throughout the […]

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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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