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Basic Materials  // Browsing posts in Basic Materials

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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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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