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Basic Materials  // Browsing posts in Basic Materials

HAL Gaining Share on Price Concessions in Pressure Pumping Market

Research Question: Which pressure pumping company is benefitting from the low oil price environment? Companies: HAL, SLB, WFT   Highlights Three well completion managers working for E&P companies with operations in the Rocky Mountain area agreed that Halliburton Corp. (HAL) has become the leader in giving price concessions for pressure pumping/well stimulation services in the region. […]

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Drilling, Fraccing Industry Suffering from a Lack of Demand

Research Question: What has been the fallout of lower E&P capex budgets? Companies: BAS, DVN, HP, KEG, LON:WEIR, NBR, NOV, PTEN, XEC Click here to download the report (.pdf)   Highlights New Orders for Pressure Pumping Equipment Slow (LON:WEIR, NOV) Orders for new pressure pumping equipment have dropped significantly since the fourth quarter, according to three manufacturers […]

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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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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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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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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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Competition, Market Conditions and Industry Budget Cuts Challenging Core Labs

Research Question: Will Core Labs lose market share and see reduced margins in its Reservoir Description segment due to competitive forces? Companies: BHI, CLB, HAL, SLB, WFT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Core Laboratories NV’s (CLB) market share and margins are being affected by a variety of forces, […]

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