Research Question: Which oilfield service providers or drilling technology companies stand to benefit most under current market conditions? Companies: CAT, EOG, FANG, HAL, HP, LBRT, LNG, NBR, NOV, PTEN, PXD, RNGR, SLB By: Janis Johnson Click here to download report (.pdf) Highlights S. oilfield sources agree that capital spending in the U.S. in 2022 […]
Research Question: Will the response to Russia’s invasion of Ukraine hasten the adoption of green hydrogen and fuel cell technology? If so, which companies are best positioned to benefit? Companies: AIQUY.US, APD, BE, BLDP, CMI, DAN, DNNGY, EQNR, FCEL, GE, GTLS, HYZN, ITM.L, IWNTF, LIN, NLLSF, NOV, PCELL.ST, PK60, PLUG, SMNEY, TKAMY, UMICY By: David […]
Research Question: Has the situation in Russia and Ukraine caused U.S. oilfield capex to rise to accommodate the loss of production from that region? Are other regions increasing oilfield activity? Which companies are benefiting? Companies: BKR, DO, HAL, NE, NBR, NESR, NEX, PTEN, RIG, RNGR, SLB By: Janis Harrington Click here to download report (.pdf) […]
Will the response to Russia’s invasion of Ukraine hasten the adoption of green hydrogen and fuel cell technology? If so, which companies are best positioned to benefit? Report Available: May 5, 2022 Blueshift’s initial research found the war in Ukraine causing a change in energy geopolitics and providing another catalyst for the transition away […]
Research Question: How will the Russia-Ukraine situation affect various oil-producing regions, including capital spending in the U.S. oilfield? Which companies are likely to benefit the most? Companies: BKR, CAT, CMI, HAL, HP, LBRT, NEX, PTEN, PDS, RNGR, SLB, SLCA, WFRD By: Janis Johnson Click here to download report (.pdf) Highlights Oilfield sources said supply chain […]
Research Question: Which vendor or supplier stands to benefit from increased work in fossil fuel and/or green power markets during the first half of this year? Companies: BKR, EOSE, FLNC, HP, LBRT, NBR, NEX, PDS, PTEN, TTI By: Janice Johnson Click here to download report (.pdf) Highlights Oilfield sources said a lack of labor needed […]
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 […]
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 […]
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 […]
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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