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

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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, […]

Read more...

Weir Group Whisper

Weir Group Whisper

Research Question: Will Weir be one of the primary beneficiaries of the increase in sand usage as a proppant for hydraulic pressure pumping? Companies Covered: Weir Group (LSE: WEIR), RPC Inc. (RES), EOG Resources (EOG), Pioneer Natural Resources (PXD), Apache Corporation (APA), Occidental Petroleum (OXY), Halliburton (HAL), Baker Huges (BHI), Schlumberger (SLB) U.S. Silica Holdings (SLCA), Hi-Crush Partners LP (HCLP) Report […]

Read more...

Core Labs Whisper

Core Labs Whisper

Research Question: Will Core Labs lose market share and see reduced margins in its Reservoir Description segment due to competitive forces? Companies Covered: Core Laboratories (CLB), Schlumberger (SLB), Halliburton (HAL), Baker Hughes (BHI), Weatherford (WFT)   Blueshift’s initial research shows strong growth in Core Labs’ emerging unconventional business, but falling oil prices and competition from […]

Read more...

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) […]

Read more...

Oct 22 2014 Basic Materials, Chemicals

Frac Sand Usage Undergoes Step Change, Delivery Delays Ease

Research Question: Will sand companies continue to benefit from increased demand in the fraccing market, or will logistical bottlenecks hamper deliveries and delay sales revenue? Companies: BAS, BHI, BRK.A, CJES, CRR, EMES, FMSA, HAL, HCLP, LON:WEIR, KKR, KSU, NOV, RES, SLB, SLCA, TSE:CFW, TSE:TCW, UNP By: Reverdy Johnson & Janis Johnson Click here to download the report (.pdf) […]

Read more...

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 […]

Read more...