HFI Research

HFI Research

Home
Notes
Chat
WCTW
Public
Oil
Natural Gas
Ideas
EIA
Memo
Trades
About
Top posts

Recent posts

View all
Latest Thoughts On The Oil And Natural Gas Market Amidst The Prolonged Iran Conflict
We are now 21 days into this conflict, and here are some facts you should know:
 • HFI Research
(Public) The US Temporarily Lifts Sanctions On Iranian Oil-In-Transit, What Does It Do To The Oil Market?
Great, we lifted Iranian oil-in-transit for 30 days.
 • HFI Research
(Idea) U.S. Coal Stocks Best Positioned For A Prolonged LNG Supply Disruption
By: Jon Costello
 • HFI Research
(Public) US Crude Export Ban: What Are The Implications And What Are The Trades?
The US cannot ban either crude or products.
 • HFI Research
(Idea) Mach Natural Resources - A Transformational 2025 Will Drive Income Growth And Appreciation In 2026 And Beyond
By: Jon Costello
 • HFI Research
An Uneventful Finish To The Heating Demand Season Keeps US Natural Gas Prices Depressed
Murphy’s Law: Anything that can go wrong, will go wrong.
 • HFI Research
(Idea) Latin American E&Ps Are Very Attractive
By: Jon Costello
 • HFI Research
Recommendations
View all 18
PauloMacro’s Substack
PauloMacro’s Substack
PauloMacro
Eliant’s Exploits
Eliant’s Exploits
Eliant
High Yield Landlord
High Yield Landlord
Jussi Askola, CFA
TSCS
TSCS
Strategist
Adam Taggart's Thoughtful Money®
Adam Taggart's Thoughtful Money®
Adam Taggart
HFI Research
HFI Research
Contrarian Investment Research - Energy (Oil & Natural Gas)
Please be sure to subscribe to receive our public posts!
© 2026 HFI Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture