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Energy  // Browsing posts in Energy

Energy Trends: E&P Capex to Grow Mid-double Digits in ’22; Energy Transition Continues

Research Question: What are the expectations for oilfield or green-power spending in 2022 compared to last year? Which companies are likely to benefit the most? Companies:  BKR, BW, ECL, HP, LBRT, NBR, PDS, PTEN   By: Janis Johnson Click here to download report (.pdf)   Highlights E&P capital expenditures in 2022 are expected to grow in […]

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Dec 03 2021 Basic Materials, Energy

Energy Trends: New Technologies Enhancing Field Work; ESG Protocols in Place

Research Question: Are there any new green power or oilfield technologies being tested that will enhance productivity in the field? Companies: ABB, BKR, NBR, NJDCY, VLTA, XPRO By: Janis Johnson Click here to download report (.pdf)   Highlights Demand is growing for geothermal drilling, autonomous operations, and certain auxiliary equipment to help electrically powered operations, according […]

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Equitrans Midstream’s Mountain Valley Pipeline Completion a Toss Up (ETRN)

Research Question: Will Equitrans Midstream successfully navigate its remaining legal, political, financial, and contractual challenges and complete the Mountain Valley Pipeline? Companies: D, DUK, ED, ETRN, NEE, RGCO By: David Franklin Click here to download report (.pdf)   Summary of Findings Equitrans Midstream Corp.’s (ETRN) Mountain Valley Pipeline (MVP) continues to face a labyrinth of […]

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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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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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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: 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, […]

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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 […]

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Updates from Oil Patch: First-Quarter Demand and Pricing for Oilfield Services Are Flat

Research Question: How will flat capex affect first-quarter demand and pricing for oilfield services? Companies: BAS, FRAC, HAL, HP, PDS, PTEN, RES, RNGR, SLB Click here to download (.pdf)   Highlights Capital spending on oilfield services in the U.S. land markets generally has been flat, as projected in Blueshift Research’s Dec. 20, 2018, report. Sources in […]

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Updates from Oil Patch: Oilfield Expenditures Likely to Flatten YY in 2019

Research Question: What is the outlook for E&P spending and oilfield services considering the recent decline in oil pricing? Companies: BAS, FRAC, HAL, HP, PDS, PTEN, RES, RNGR, SLB Click here to download report (.pdf)   Highlights Oil pricing’s recent drop to the lower $50s has caused hesitation in industry circles for projects to move forward […]

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