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Basic Materials  // Browsing posts in Basic Materials

Updates From Oil Patch: 3Q Oilfield Activity Continues on Upswing

Research Question: Which oilfield activity is ramping in early 3Q in concert with mid-year increases in capex? Which oilfield service companies are benefiting or losing? Companies: HAL, HP, LBRT, NBR, NEX, NOV, PDS, PTEN Click here to download report (.pdf)   Highlights There has been no abatement in 3Q21 E&P capital expenditures, even considering the recent […]

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Sep 08 2021 Basic Materials, Energy

Plug, Ballard, Cummins Best Positioned to Benefit from the Infrastructure Bill (BE, BLDP, CMI, FCEL, PLUG)

Research Question: Which fuel cell company or companies are best positioned to benefit from the federal bill on infrastructure? Companies: AIQUY:US, APD, BE, BLDP, CAT, CMI, FCEL, HYMTF, HYZN, ITM.L, LIN, NEL.OL, NKLA, PLUG, RDS-A, SMNEY, TKAMY, TM By: David Franklin Click here to download report (.pdf)   Summary of Findings Plug Power Inc. (PLUG) […]

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Updates From Oil Patch: COVID-19 Concerns Voiced but Oilfield Orders Still Solid for Now

Research Question: Has the recent surge in COVID-19 cases or any other issues caused 2021 oil patch business plans to change? Companies: CAT, CMI, NOV, NUE, SLB, TS Click here to download report (.pdf)   Highlights While attendees at two trade shows recently held in Houston were generally optimistic about commodity prices and market conditions, a […]

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Aug 19 2021 Basic Materials, Energy

Fuel Cell Idea Proposal (BE, BLDP, FCEL, PLUG)

Fuel Cell Idea Proposal (BE, BLDP, FCEL, PLUG)

Which fuel cell company or companies are best positioned to benefit from the federal bill on infrastructure? Report Available: September 9, 2021   Blueshift’s ongoing research found that clean energy, which includes boosting the use of hydrogen fuels, is one key focus of The Infrastructure Investment and Jobs Act (the “Bill”). Monies for R&D, demonstration […]

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Oil Patch: Innovations Emerge in Oilfield for Cost Savings, Quicker Flowback

Research Question: With oil prices rising quickly and the push for green power becoming more prevalent, which oilfield service companies are leading in innovation and are any companies lagging? Companies: APD, BKR, HAL, HP, LBRT, NBR, NEX, NOV, PDS, PTEN, SLB, SOI, TYO:6752 Click here to download report (.pdf)   Highlights New innovations in rig contracting […]

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Oil Patch: Upstream Industry Recovering on Higher Spending in Oilfield

Research Question: What has been the effect of higher E&P capex on oilfield activity? Has there been any change in the status of the energy industry’s push into green power? Companies: CAT, CMI, ESI.TO, HAL, HP, IR, LBRT, NEX, NOV, PTEN, PUMP, SLB Click here to download report (.pdf)   Highlights The U.S. upstream industry […]

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May 19 2021 Energy, Industrial, Utilities

Solar Tracker Industry Leaders Poised for Continued Growth (ARRY, FLEX, FTCI)

Research Question: Which company has the best solar panel tracking technology and is best positioned in the market? Companies: ARRY, BME.SOL, FLEX, FTCI, ROCK By: David Franklin Click here to download report (.pdf)   Summary of Findings Despite challenges from supply shortages due to COVID-19-related issues and a crowded and competitive market, the leading solar […]

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Oil Patch: Paradigm Shift Begins in Energy Industry, E&P Capex Increases

Research Question: What is the status of the energy industry’s transition to more eco-friendly operations and how are oilfield capital expenditures being affected because of higher commodity prices? Companies: BASX, BKR, BP, CHX, HAL, HP, NBR, NEX, PTEN, PUMP, RNGR, SLB, XOM Click here to download report (.pdf)   Highlights The energy industry is going […]

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Oil Patch: E&P Capex Expected to Increase in Low Single Digits Year to Year

Research Question: How are 2021 E&P capex budgets going to affect oilfield service demand and pricing compared to 2020? Companies: BASX, BKR, HP, LBRT, NBR, PTEN, RNGR Click here to download report (.pdf)   Highlights E&P capital expenditures in 2021 are expected to increase an average 10% compared to 2020, a record low year in […]

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Updates From the Oil Patch: E&Ps, Service Providers Set to Benefit from Recent Events

Research Question: How did the recent winter storm event in Texas affect 2021 upstream E&P capex, demand for goods and services, and/or industry practices? Companies: CAT, CMI, EOG, HAL, HP, LBRT, NBR, NEX, OVV, PTEN, PXD, RNGR Click here to download report   Highlights The winter storm event in Texas, coupled with other global oil supply […]

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