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SLB  // Posts tagged as "SLB"

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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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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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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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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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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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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