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Basic Materials  // Browsing posts in Basic Materials

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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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, […]

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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 […]

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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 […]

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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, […]

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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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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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Low Demand, Low Prices Characterize Oilfield Service Market

Research Question: What has been the result of lower E&P capex budgets? Companies: BAS, BHI, CLR, DVN, EGN, EOG, FANG, HAL, HP, KEG, MRO, NBR, NFX, PE, PTEN, PXD, RES, SLB, TCW, XEC Click here to download the report (.pdf)   Highlights Pressure Pumping Demand Continues to Diminish, Service Prices Hit Bottom (HAL, RES, SLB, TCW) Across many […]

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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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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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