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Industrial  // Browsing posts in Industrial

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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Solar Tracking Systems Idea Proposal (ARRY, FLEX, FTC Solar)

Solar Tracking Systems Idea Proposal (ARRY, FLEX, FTC Solar)

Which company has the best solar panel tracking technology and is best positioned in the market? Report Available: May 13, 2021   Blueshift’s initial research found the solar tracking market experiencing a whirlwind of IPOs and spinoff speculation for some its leading companies. Solar trackers direct solar panels toward the sun, changing their orientation throughout […]

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Plug Power is Leading in the Fuel Cell Race (BE, BLDP, FCEL, PLUG)

Research Question: Which fuel cell company offers the best technology, processes, management, and prospects for future success? Companies: BE, BLDP, CMI, FCEL, HYMTF, NKLA, PCRFY, PLUG, TM By: David Franklin Click here to download report (.pdf)   Summary of Findings According to industry suppliers, specialists, and competitors, Plug Power Inc. (PLUG) has emerged as one […]

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Fuel Cell Technology Idea Proposal (BE, BLDP, FCEL, PLUG)

Fuel Cell Technology Idea Proposal (BE, BLDP, FCEL, PLUG)

Which fuel cell company offers the best technology, processes, management, and prospects for future success? Report Available: February 12, 2021   Blueshift’s initial research found the hydrogen fuel cell industry enjoying tremendous political and industry momentum. In the global effort to decarbonize the planet, demand for clean energy alternatives in the mobility, industrial (e.g., steel […]

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Sep 24 2020 Industrial, Transportation

Intermodal Taking Share From Trucks But No Structural Shift Yet (BRK.A/B, CSX, KSU, NSC, UNP)

Research Question: Will better rail service translate into more freight moving by rail? Companies: BRK.A/B, CSX, KSU, NSC, UNP   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Intermodal is currently taking share from trucking, according to seven of 12 sources representing logistics companies, shippers, rail companies, trucking companies, and […]

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Rail Idea Proposal (CSX, KSU, NSC, UNP)

Rail Idea Proposal (CSX, KSU, NSC, UNP)

Will better rail service translate into more freight moving by rail? Report Available: September 24, 2020   Blueshift’s initial research found the rail industry is working to take share back from trucking, using Precision Scheduled Railroading to improve speed, on-time performance, and service to entice shippers to increase their use of rail. But not everyone […]

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Equitrans’ MVP Faces Significant Headwinds as it Strives for Completion (EQM, ETRN)

Research Question: Will Equitrans Midstream successfully navigate its remaining legal hurdles and complete the Mountain Valley Pipeline? Companies: ALA, 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) faces significant permitting and legal challenges before it can resume construction […]

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May 21 2020 Transportation

Trucking Industry Has Hit Bottom But Faces Long, Choppy Climb Back

Research Question: What will be the key early indicators the trucking industry is on the upswing after the coronavirus shutdown? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO, YRCW By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings There are some signs […]

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Apr 06 2020 Services, Transportation

Trucking Industry Headed for Hard Times as Economy Shutters (CHRW, JBHT, LSTR, XPO)

Research Question: What are the immediate and longer-term impacts on the trucking industry from the coronavirus pandemic? Companies: AMZN, ARCB, CHRW, CVTI, FDX, HTLD, JBHT, KNX, LSTR, ODFL, SAIA, SNDR, UBER, UPS, USX, XPO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The trucking industry is in for a brutal reckoning […]

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No Coronavirus Surge for Food Delivery; May Pick Up in 1 to 2 Weeks (GRUB, UBER)

Research Question: How is the coronavirus affecting Grubhub and other food delivery businesses? Companies: GRUB, MCD, PZZA, UBER, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Food delivery orders have not yet increased in response to the coronavirus pandemic, according to seven of nine restaurant sources. Customers have […]

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