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

Oil Patch: Marcellus/Utica Oilfield Activity Slowing at Year’s End

Research Question: How has demand and pricing for oilfield services in the Marcellus/Utica region been affected by low natural gas prices? Companies: BAS, BKR, FRAC, GE, HAL, HP, PDS, PTEN, SLB, USWS Click here to download report (.pdf)   Highlights Upstream capital spending in the gas-prone Marcellus/Utica region is slowing for the remainder of 2019, […]

Read more...

Vicor Could Be Vulnerable on Price and Supply Chain Concerns (VICR)

Research Question: Are competitors taking design wins from Vicor with lower prices? What is the status of the data center transition to 48-volt power? Companies: AMD, AMZN, BELFB, FB, GE, GOOG/GOOGL, IFNNY, INTC, MPWR, MRAAF, MSFT MXIM, NVDA, ON, STM, TW:2308, TXN, VICR By: Seth Agulnick Click here to download report (.pdf)   Summary of […]

Read more...

EQM’s MVP May be Completed, but Not by Mid-2020 (EQM)

Research Question: Will EQM’s Mountain Valley Pipeline ever get completed? Can it meet its new project deadline of mid-2020? Companies: COG, D, ED, EQM, EQT, ETRN, NEE, RGCO, TSX:ALA By: David Franklin Click here to download report (.pdf)   Summary of Findings Opinions regarding the on-time completion of EQM Midstream Partners LP’s (EQM) Mountain Valley […]

Read more...

Updates from the Oil Patch: Marcellus/Utica Activity Likely to Slow for Remainder of 2019

Research Question: What is the status of the oil and gas industry in the Marcellus/Utica region as it relates to upstream drilling, completion, and well service activity and infrastructure build-out? Companies: BAS, FRAC, FTSI, HAL, HP, PDS, PTEN, SLB Click here to download report (.pdf)   Highlights According to an industry specialist, second-half 2019 (2H19) capital […]

Read more...

EQM Midstream Partners Idea Proposal (EQM)

EQM Midstream Partners Idea Proposal (EQM)

Will EQM’s Mountain Valley Pipeline ever get completed? Can it meet its new project deadline of mid-2020? Report Available: September 25, 2019   Blueshift’s initial research found EQM and its partners’ Mountain Valley Pipeline (MVP) project continuing to battle legal and regulatory challenges in its effort to complete construction. Continuous headwinds since the start of […]

Read more...

Updates from the Oil Patch: 3Q Demand, Pricing for Oilfield Services Steady in Permian Basin

Research Question: How has mid-$50 oil affected 3Q oilfield service demand and pricing in the Permian Basin? Companies: BAS, HAL, HP, PTEN, PUMP, RES, RNGR   Click here to download report (.pdf)   Highlights Third-quarter demand and pricing for oilfield services in the Permian Basin is mostly steady compared to 2Q as E&P companies adjust to […]

Read more...

Updates from the Oil Patch: 2H19 Permian Oilfield Activity Moderating; PUMP One to Watch

Research Question: What is the status of the oil and gas industry in the Permian Basin as it relates to upstream drilling and completion activity and infrastructure build-out? Companies: BAS, BHGE, CVX, ET, HP, OXY, PAA, PUMP, SIE.DE, USWS, XOM Click here to download report (.pdf)   Highlights In an interview with an industry specialist, Blueshift […]

Read more...

Updates from the Oil Patch: Demand and Pricing for Oilfield Services Lost Momentum in Q2

Research Question: How has mid-$50 oil affected second-quarter oilfield service demand and pricing? Companies: BAS, HAL, HP, KEG, NBR, PDS, PTEN, RNGR, SLB Click here to download report (.pdf)   Highlights Second-quarter demand and pricing for oilfield services in the U.S. land markets lost momentum after oil fell into the mid-$50s per barrel earlier in the […]

Read more...

Updates from Oil Patch: U.S. Vendors Continue to Benefit from Saudi Aramco Work

Research Question: Which oilfield service companies are most likely to benefit from securing more contracts with Saudi Aramco in the near future? Companies: BHGE, EMR, FTI, HAL, MDR, SLB, WFT Click here to download report (.pdf)   Highlights Sources interviewed by Blueshift Research at last week’s Offshore Technology Conference in Houston agreed that Saudi Aramco […]

Read more...

Updates from Oil Patch: Saudi Aramco’s Vast Resources Attract Top Talent, U.S. Vendors

Research Question: What is the state of the oil & gas industry in Saudi Arabia as it relates to oilfield issues? What are the country’s challenges and opportunities in competing against the United States, including the development of unconventional resources? Companies: BHGE, HAL, SLB, WFT   Click here to download report (.pdf)   Highlights In […]

Read more...