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Energy  // Browsing posts in Energy

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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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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Oilfield Service Work Flattens on Lower Oil Price

Research Question: Have plans to increase well site work in the U.S. oilfield market stalled as a result of the recent pullback in oil prices? Companies: BAS, BHI, HAL, HP, KEGX, NBR, PDS, PTEN, RES, SLB, SPN Click here to download the report (.pdf)   Highlights The pullback in oil prices to the low $40/bbl level during […]

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FracMax Controversy Unlikely to Derail Flotek’s CnF

Will oil and gas operators abandon Flotek’s CnF in light of the controversy surrounding FracMax? Click here By: David Franklin Summary of Findings Operators that have experienced enhanced oil and gas recovery through the use of Flotek Industries Inc.’s (FTK) Complex nano-Fluid (CnF) are unlikely to abandon the chemical despite Bronte Capital’s November report, according […]

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Updates from the Oil Patch: Upstream Oilfield Service Market Severely Depressed

Has there been any change in demand or pricing in the upstream E&P market and what strategies are service providers using to survive? Companies: BAS, BHI, COP, EPD, HAL, HCLP, HP, KEG, NBR, NS, PDS, PTEN, RES, SLB, SLCA, SPN Click here to download the report (.pdf)   Highlights Several Operators Buying Sand/Proppants Directly From […]

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May 15 2015 Basic Materials, Energy

Sand is the Proppant of Choice and is Eroding Carbo Ceramics’ Market

Research Question: Will sand replace ceramic proppants in the pressure pumping industry? Companies: CRR, SLCA, IMYSF, HCLP, EMES, HAL, SGO, SLB By: David Franklin Click here to download the report (.pdf)   Summary of Findings All 20 sources acknowledged that sand is currently the proppant of choice of the oil and gas industry, and it is […]

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Sand vs. Ceramics Whisper

Sand vs. Ceramics Whisper

Research Question: Will sand replace ceramic proppants in the pressure pumping industry? Companies Covered: Carbo Ceramics (CRR), U.S. Silica (SLCA), Saint Gobain (GOB.DU), Imerys (IMYSF), Hi-Crush Partners (HCLP), Emerge Energy Services (EMES), Halliburton (HAL), Schlumberger (SLB)​ Report Available: May 14, 2015   Blueshift’s initial research shows the proppant market slowing considerably as the oil market […]

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Feb 20 2015 Basic Materials, Energy

Drilling, Fraccing Industry Coping with Slow Demand

Research Question: What has been the effect of lower E&P capex budgets on the upstream industry? Companies: APA, BHI, CHK, DVN, HAL, HP, NBR, NOV, PTEN, PXD, SLB, TESO, TSE:ESI, WFT, UNT Click here to download the report (.pdf)   Highlights New Land Rig Orders Tank, Many Newbuilds Canceled or Postponed (NOV, TESO) Just six months ago […]

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Jan 27 2015 Basic Materials, Energy

Drilling and Completions Demand Drops on Oil Price Demise

Research Question: How has the oil price collapse affected field work? Companies: HAL, HCLP, HP, NBR, PTEN, SLB, SLCA, WFT Click here to download the report (.pdf)   Highlights Operators Emphasizing Cost Per Barrel vs. Cost Per Well Operators are starting to emphasize cost per barrel rather than strictly looking at lowering well costs in terms of […]

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