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Energy  // Browsing posts in Energy

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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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 […]

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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 […]

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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 […]

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