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Energy  // Browsing posts in Energy

Energy Trends: E&P Capex Ramps Up as U.S., Middle East Gain From Ukraine War Fallout

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 […]

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May 05 2022 Basic Materials, Energy

Ukraine Crisis Will Accelerate Hydrogen and Fuel Cell Economy (BE, BLDP, FCEL, PLUG)

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 […]

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Energy Trends: Middle East Poised to Gain from Russia Debacle; U.S. Capex to Rise 30%

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) […]

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Fuel Cell and Hydrogen Economy Idea Proposal (BE, BLDP, FCEL, PLUG)

Fuel Cell and Hydrogen Economy Idea Proposal (BE, BLDP, FCEL, PLUG)

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 […]

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Energy Trends: Supply Chain Shortages Thwart U.S. Oilfield from Higher Production

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 […]

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Jan 28 2022 Basic Materials, Energy

Energy Trends: Labor Shortage Hurting Oilfield; Baker Hughes Leads in Green Tech (BKR)

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 […]

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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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