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SLB  // Posts tagged as "SLB"

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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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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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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Pressure Pumping Whisper

Pressure Pumping Whisper

Research Question: Is the North American fracking market about to undergo organic growth of hydraulic horsepower (HHP) capacity or will a recent round of announced new-build orders replace retiring units only? Companies Covered: Schlumberger Limited (SLB), Haliburton (HAL,) Baker Hughes (BHI), C&J Energy Services (CJES), Basic Energy Services (BAS), Patterson-UTI Energy (PTEN) Report Available: July 11, 2014 […]

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