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Chemicals  // Browsing posts in Chemicals

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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Monsanto Idea Proposal

Monsanto Idea Proposal

Research Question: Will Monsanto grow its seed market share during the ag recession? Report Available: Dec. 4, 2015   Blueshift’s initial research shows grain prices near their 52-week lows and no sign of sustained recovery in 2016. MON expects global demand for corn and soybeans to exceed forecasts through 2025 as more emerging countries continue consuming […]

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May 05 2015 Basic Materials, Chemicals

Flotek’s CnF Sales Face Market, Pricing and Performance Data Headwinds

Research Question: With rig counts down 35% to 40%, what is the demand for Flotek’s CnF in well completions and horizontal refraccing? Companies: BHI, FMSA, FTK, HAL, SLB By: David Franklin Click here to download the report (.pdf)   Summary of Findings Flotek Industries Inc.’s (FTK) Complex nano-Fluid (CnF) product suite will face less demand because of reductions […]

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Orica Whisper

Orica Whisper

Research Question: Will there be an even bigger decline in the explosives industry given the drop-off in mining associated with coal and iron ore? Companies Covered: Orica (ORI), Dyno Nobel Inc. Report Available: April 29, 2015   Blueshift’s initial research shows mines in both iron ore and coal production slowing as China’s demand for iron […]

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Mar 18 2015 Basic Materials, Chemicals

Monsanto Faces Short-Term Challenges, But Growth Anticipated

Research Question: Will Monsanto’s next-generation soybean technology propel growth despite a soft corn market and increasing noise about GMO health issues? Companies: BASFY, BAYRY, DD, DOW, MON, VTX:SYNN/SYT   By: David Franklin Click here to download the report (.pdf)   Summary of Findings Monsanto Co.’s (MON) new Intacta RR2 Pro soybeans and Roundup Ready 2 Xtend soybeans are […]

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Mar 16 2015 Basic Materials, Chemicals

U.S. Methanol Production Set to Grow Regardless of Pricing in Asia

Research Question: Will the cost of methanol production in China lead to a solid entry point for U.S. methanol producers in 2015? Companies: BP, CE, LYB, TSE:MX/MEOH By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings All seven sources representing China’s methanol industry expect the country’s coal-based methanol production to continue in […]

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Monsanto Whisper

Monsanto Whisper

Research Question: Will Monsanto’s next generation soybean technologies propel growth despite a soft corn market and increasing noise about GMO health issues? Companies Covered: Monsanto (MON), Syngenta AG (SYT), Du Pont (DD), The Dow Chemical Company (DOW) Report Available: March 18, 2015   Blueshift’s initial research shows MON’s soybean technology exceeding revenue expectations and holding […]

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Methanol Whisper

Methanol Whisper

Research Question: Will the cost of Methanol production in China lead to a solid entry point for U.S. methanol producers in 2015? Companies Covered: Methanex (MEOH), Celanese Corporation (CE), LyondellBasell (LYB) Report Available: February 27, 2015   Blueshift’s initial research shows Chinese companies increasing its methanol supply to meet its growing demand, and due to […]

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Oct 22 2014 Basic Materials, Chemicals

Frac Sand Usage Undergoes Step Change, Delivery Delays Ease

Research Question: Will sand companies continue to benefit from increased demand in the fraccing market, or will logistical bottlenecks hamper deliveries and delay sales revenue? Companies: BAS, BHI, BRK.A, CJES, CRR, EMES, FMSA, HAL, HCLP, LON:WEIR, KKR, KSU, NOV, RES, SLB, SLCA, TSE:CFW, TSE:TCW, UNP By: Reverdy Johnson & Janis Johnson Click here to download the report (.pdf) […]

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Flotek’s CnF Has Potential, But More Data, Lower Price Needed

Research Question: Will Flotek’s CnF chemical become widely adopted by exploration and production companies to enhance the flow and recovery of hydrocarbons? Companies: BHI, CRR, ECL, FTK, HAL, SLB, TSE:CFW, WFT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Flotek Industries Inc.’s (FTK) Complex nano-Fluid Technology (CnF) product suite has the potential […]

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