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Basic Materials  // Browsing posts in Basic Materials

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 […]

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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 […]

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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) […]

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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) […]

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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 […]

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Pressure Pumping Materials: Sand Whisper

Pressure Pumping Materials: Sand Whisper

Research Question: Will sand companies continue to benefit from increased volumes or will logistical bottlenecks hamper deliveries causing sales revenue to be delayed? Companies Covered: U.S. Silica Holdings (SLCA), Emerge Energy Services (EMES), Hi-Crush Partners (HCLP), Union Pacific Railroad (UNP), Halliburton (HAL), Schlumberger Ltd. (SLB) Report Available: Oct. 22, 2014   Blueshift’s initial research shows […]

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Sep 24 2014 Basic Materials

Iron Ore Facing Pricing and Demand Declines While Supply Builds

Research Question: Will iron ore prices continue to fall due to a current surplus brought on by slowing Chinese demand and miners’ increased capacity and production? Companies: ASX:AGO, ASX:BCI, ASX:FMG, BHP, CLF, LIM, LOND, MT, RIO, VALE By: David Franklin Click here to download the report (.pdf)   Summary of Findings All sources expect iron ore prices […]

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Iron Ore Whisper

Iron Ore Whisper

Research Question: Will iron ore prices continue to fall based on its current surplus brought on by slowing Chinese demand and miners increasing capacity and production? Companies Covered: BHP Billiton (BHP), Rio Tinto (RIO), Vale S.A. (VALE), Fortescue Metals Group (FMG.AX), BC Iron (BCI.AX), Atlas Iron (AGO.AX) Report Available: Sept. 24, 2014   Blueshift’s initial research […]

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NRG Whisper

NRG Whisper

Research Question: Can NRG become the cutting-edge Google/Apple of the utility sector? Companies Covered: NRG Energy Inc (NRG), American Electric Power Company (AEP), The AES Corporation (AES), Calpine Corporation (CPN) Report Available: Sept. 18, 2014   Blueshift’s initial research shows NRG expanding rapidly into solar and embracing localized distributed power generation, but is taking on large amounts of debt […]

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Paradigm Shift in Frac Market Boosts Oilfield Service Pricing

Research Question: Is the North American fraccing market about to undergo organic growth of hydraulic horsepower capacity, or will a recent round of announced newbuild orders replace retiring units only? Companies: BAS, BHI, CAT, CJES, CMI, HAL, KKR, LON:WEIR, PTEN, RES, RYCEF, SLB, WFT By: Janis Johnson & Reverdy Johnson Click here to download the report (.pdf)   Summary […]

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