Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Basic Materials  // Browsing posts in Basic Materials

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 […]

Read more...

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 […]

Read more...

Updates from the Oil Patch: Cost-Cutting and Low Drilling and Completion Activity Continue

What strategies are E&P companies utilizing during the downturn to reduce costs or increase efficiency? Companies: BAS, BHI, HAL, HCLP, HP, KEG, NBR, PES, PTEN, RES, SLB, SLCA, SPN Click here to download the report (.pdf)     Highlights Refracs Are Lackluster in a Dismal Completions Market (BHI, HAL, HCLP, RES, SLB, SLCA) Three sources […]

Read more...

Oilfield Service Providers Face a Very Bleak Market

Research Question: Has there been any change in demand or pricing for oilfield services in the face of the extremely low oil prices? Companies: BAS, BHI, HAL, HCLP, HP, KEG, NBR, PES, PTEN, RES, SLB, SLCA, SPN By: Reverdy Johnson Click here to download the report (.pdf)     Highlights The Number of Fraccing Jobs Has […]

Read more...

Oilfield Work Slows to a Crawl, Cost Cutting Continues

Research Question: What has been the effect of continued low commodity prices on oilfield activity? Companies: BAS, BHI, HAL, HCLP, HP, KEG, NBR, PES, PTEN, RES, SLB, SLCA, SPN Click here to download the report (.pdf)   Highlights Workover Market Moves to Routine Maintenance Mode (BAS, KEG, NBR, SPN) Demand for workover rigs has weakened this […]

Read more...

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 […]

Read more...

Gulf of Mexico Rig Demand, Rates Soft for 2016 Based on Low Oil Price

Research Question: How will the low oil price environment affect offshore rig demand and rates in the Gulf of Mexico during 2016? Companies: DO, ESV, HEROQ, RDC By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Offshore rig demand is expected to be flat to down in 2016 year to year, […]

Read more...

Low Oil Prices Keep Upstream Industry in Slow Motion

Research Question: What has been the long-term effect of low oil prices on oilfield service demand and pricing? Companies: BHI, HAL, HCLP, HP, NBR, PTEN, SLB, SLCA Click here to download the report (.pdf)   Highlights Frac Demand, Pricing Scraping Bottom, More E&Ps Buying Materials Directly from Manufacturers (HAL, HCLP, SLB, SLCA) Three sources working for […]

Read more...

Scotts Miracle-Gro Idea Proposal (SMG)

Scotts Miracle-Gro Idea Proposal (SMG)

Research Question: Will Scotts Miracle-Gro’s entry into the hydroponics/marijuana market spur the company into high-growth mode?   Report Available: Oct. 23, 2015   Blueshift’s initial research shows SMG expanding into the hydroponics market, a sector likely to experience double-digit growth for years to come. However, hydroponics’ user base, many of whom grow marijuana, shudder at […]

Read more...

New Oil Price Lows Keep Demand for Oilfield Services Under Pressure

Research Question: How has recent upstream activity been affected by oil prices being in the $40s? Companies: BAS, BHI, CXO, DVN, HAL, HCLP, HP, KEG, LPI, NBR, PE, PDS, PTEN, PXD, SLB, SLCA, RES, TSE:TCW, XEC Click here to download the report (.pdf)   Highlights Fraccing Demand Stalls, Service Pricing Suffering, Material Costs Fall (HAL, HCLP, RES, […]

Read more...