Chemicals // Browsing posts in Chemicals
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 […]
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 […]
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 […]
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 […]
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) […]
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 […]
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 […]
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 […]
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 […]
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 […]
Copyright © 2015 Blueshift Research, LLC. All rights reserved.
