Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Chemicals  // Browsing posts in Chemicals

Platform Specialty Products/Element Solutions Idea Proposal (PAH/ESI)

Platform Specialty Products/Element Solutions Idea Proposal (PAH/ESI)

Will Platform Specialty Products/Element Solutions outpace growth expectations in 2019? Report Available: February 20, 2019   Blueshift’s initial research found PAH trying to reinvent itself with the sale of a new division, a new top management team, and a new name. Executives have warned that Q4 results will be disappointing and offered a tepid view […]

Read more...

May 05 2015 Basic Materials, Chemicals

Flotek’s CnF Sales Face Market, Pricing and Performance Data Headwinds

Research Question: With rig counts down 35% to 40%, what is the demand for Flotek’s CnF in well completions and horizontal refraccing? Companies: BHI, FMSA, FTK, HAL, SLB By: David Franklin Click here to download the report (.pdf)   Summary of Findings Flotek Industries Inc.’s (FTK) Complex nano-Fluid (CnF) product suite will face less demand because of reductions […]

Read more...

Mar 18 2015 Basic Materials, Chemicals

Monsanto Faces Short-Term Challenges, But Growth Anticipated

Research Question: Will Monsanto’s next-generation soybean technology propel growth despite a soft corn market and increasing noise about GMO health issues? Companies: BASFY, BAYRY, DD, DOW, MON, VTX:SYNN/SYT   By: David Franklin Click here to download the report (.pdf)   Summary of Findings Monsanto Co.’s (MON) new Intacta RR2 Pro soybeans and Roundup Ready 2 Xtend soybeans are […]

Read more...

Mar 16 2015 Basic Materials, Chemicals

U.S. Methanol Production Set to Grow Regardless of Pricing in Asia

Research Question: Will the cost of methanol production in China lead to a solid entry point for U.S. methanol producers in 2015? Companies: BP, CE, LYB, TSE:MX/MEOH By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings All seven sources representing China’s methanol industry expect the country’s coal-based methanol production to continue in […]

Read more...

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) […]

Read more...

Flotek’s CnF Has Potential, But More Data, Lower Price Needed

Research Question: Will Flotek’s CnF chemical become widely adopted by exploration and production companies to enhance the flow and recovery of hydrocarbons? Companies: BHI, CRR, ECL, FTK, HAL, SLB, TSE:CFW, WFT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Flotek Industries Inc.’s (FTK) Complex nano-Fluid Technology (CnF) product suite has the potential […]

Read more...

Feb 20 2014 Basic Materials, Chemicals

Monsanto’s FieldScripts an Early Move on the Next Phase of Farming

Research Questions: Does Monsanto’s IFS/FieldScripts provide a competitive advantage? Which seed companies are gaining or losing market share? Companies: DD, DE, DOW, MON, TRMB, VTX:SYNN/SYT By: David Franklin Click here to download the report (.pdf)   Summary of Findings Monsanto Co.’s (MON) Integrated Farming Systems (IFS) platform and FieldScripts prescription product, which was made available to 150 corn […]

Read more...

Sep 14 2012 Basic Materials, Chemicals

Drought to Cultivate Demand for MON’s DroughtGard in 2013

Research Question: Will current drought conditions fuel 2013 sales of DroughtGard, Monsanto’s drought-tolerant corn seed? By: David Franklin Companies: DD, DOW, MON, SYT Click here to download the report (.pdf)   Summary of Findings Twenty-three of 28 sources expect DroughtGard, Monsanto Co.’s (MON) drought-tolerant corn seed, to be in high demand for the 2013 growing season as […]

Read more...

Dec 08 2011 Basic Materials, Chemicals

Price Hikes Will Not Hurt Monsanto’s Share (MON)

Research Question: Will Monsanto’s 2012 corn seed pricing increase of 5% to 10% curtail recent market share gains? By: David Franklin Companies: DD, DOW, ETR:BAYN, MON, VTX:SYNN/SYT Click here to download the report (.pdf)   Summary of Findings Monsanto Co.’s (MON) market share is not expected to be hurt by its 5% to 10% price increase for […]

Read more...

Aug 29 2011 Basic Materials, Chemicals

Monsanto’s RR2 Soybeans Viewed More Favorably Than Its SmartStax (MON)

Research Question: How are Monsanto’s SmartStax corn and RR2 soybeans performing, and will their yield live up to farmers expectations? By: David Franklin Companies: DD, DOW, MON, VTX:SYNN/SYT Click here to download the report (.pdf)   Summary of Findings Monsanto Co.’s (MON) Genuity SmartStax corn is performing in line with other corn seed brands, but it costs […]

Read more...