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Energy  // Browsing posts in Energy

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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Dec 19 2014 Basic Materials, Energy

Weir Sales to Benefit from High-Intensity Fraccing; Industry-Wide Budget Cuts Will Challenge

Research Question: Will Weir benefit from increased use of sand as a proppant for hydraulic pressure pumping? Companies: BHI, EOG, HAL, SLB, LON:WEIR By: David Franklin Click here to download the report (.pdf)   Summary of Findings The Weir Group PLC (LON:WEIR) and Gardner Denver Inc. will experience increased equipment, service and supply sales as a direct benefit of […]

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Nov 13 2014 Basic Materials, Energy

Economic Improvements Will Drive Solar Adoption

Research Question: Will the falling costs of solar energy production pave the way for solar to become the go-to energy source in the United States in the next five to 10 years? Companies: CVX, ENPH, FSLR, NRG, RDS.A, SCTY, SMTGF, SPWR, SRWRY, SUNE, TSLA, TYO:6502, VSLR, XEL By: David Franklin Click here to download the report (.pdf) […]

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Solar Energy Whisper

Solar Energy Whisper

Research Question: Will the falling costs of solar energy production pave the way for solar to become the go-to energy source in the U.S. in the next 5-10 years? Companies Covered: Vivint Solar (VSLR), Solar City (SCTY), First Solar (FSLR), SunPower (SPWR), NRG Energy (NRG) Report Available: November 13, 2014   Blueshift’s initial research shows […]

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