Energy // Browsing posts in Energy
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 […]
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, […]
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 […]
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 […]
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 […]
Update: Small Share Gains in Niche Markets Likely for NCS Multistage (NCSM)
Research Question: Are higher oil prices driving increased U.S. adoption of NCS Multistage’s fraccing technology, and will its new technology that does not require coil tubing be a significant improvement and fuel adoption? Companies: BHGE, CVX, EOG, HAL, NCSM, OXY, SLB, WFT, XOM By: David Franklin Click here to download report (.pdf) Summary of […]
Updates From The Oil Patch: Higher Oil Price Is Benefitting the Drilling Industry
Research Question: What is the status of the oil and gas drilling industry in light of $70 oil? Companies: BHGE, HAL, HP, NBR, NOV, PTEN, SLB Click here to download report (.pdf) Highlights Conference attendees at the IADC’s well-attended Drilling Onshore Conference and Exhibition held in Houston last week confirmed findings in Blueshift Research’s […]
Oil Patch Updates: Oilfield Activity, Some Equipment Orders Rising on High Oil Price
Research Question: What is the status of oilfield activity and rig component orders in light of $68 oil? Companies: CAT, GDI, HAL, HP, NBR, NOV, PTEN, RES, SLB Click here to download report (.pdf) Highlights Demand for fraccing and drilling services in the second quarter has increased compared with first quarter, and new orders of […]
NCS Multistage Will Gain Limited U.S. Share Until Positive Cost Data Exists and Oil Pricing Rises (NCSM)
Research Question: Will NCS Multistage Holdings’ sliding sleeve fraccing method gain share in the United States? Companies: BHGE, HAL, NCSM, SLB By: David Franklin Click here to download report (.pdf) Summary of Findings S. market share gains will be limited for NCS Multistage Holdings Inc.’s (NCSM) Multistage Unlimited fracturing system until positive cost and efficacy […]
Oil Patch Alert: Well Service Companies Benefit from Wrath of Hurricane Harvey
Companies:BAS, CAT, CMI, HAL, HP, GE, KEG, NBR, NOV, PTEN, RNGR, SLB By: Janis Johnson Click here to download report (.pdf) Summary Well service companies are benefiting from fluid hauling and well shut-ins (BAS, KEG, RNGR). Some equipment suppliers may see a bump in orders (CAT, CMI, GE, NOV). Standby rates are not always […]
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