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(MEMO) Memo - 2018 Redux
By: Wilson
Aug 30
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(MEMO) Memo - 2018 Redux
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(Important) The Peak In US Oil Production Is Here And Why You Need To Own Energy Stocks
Nov 9, 2024
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HFI Research
24
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(Important) The Peak In US Oil Production Is Here And Why You Need To Own Energy Stocks
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The Out Of Touch Oil Market Will Meet Reality Soon
Dec 11, 2024
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The Out Of Touch Oil Market Will Meet Reality Soon
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(WCTW) It's Time To Get Extremely Bullish Natural Gas (Long-Term)
Aug 26, 2024
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(WCTW) It's Time To Get Extremely Bullish Natural Gas (Long-Term)
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(WCTW) This Is It
Feb 12, 2024
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(WCTW) This Is It
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(WCTW) The Biggest Story In Energy Is About To Get Bigger
Feb 12
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(WCTW) The Biggest Story In Energy Is About To Get Bigger
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(Idea) What Is My Game Plan For Sable Offshore Now? (Part 3)
Part 1, Part 2.
Aug 28
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HFI Research
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(Idea) What Is My Game Plan For Sable Offshore Now? (Part 3)
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Tough Decision
If the Saudis are really in control, we will find out what they want really soon.
Aug 28
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HFI Research
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Tough Decision
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(Idea) An Important Update On Calumet
Editor’s Note: In Jon’s last CLMT update, we noted that CLMT is the next special situation we are monitoring, and there are important signals to watch…
Aug 27
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(Idea) An Important Update On Calumet
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(WCTW) The Natural Gas Market Risks The Potential Of A Price Spike
What's happening in the natural gas market today is not normal.
Aug 25
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(WCTW) The Natural Gas Market Risks The Potential Of A Price Spike
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US Crude Oil Production Is Rebounding... Huh?
If you are looking at frac spread and rig counts as your guide to US crude oil production, I think you will be very disappointed when I tell you this…
Aug 23
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US Crude Oil Production Is Rebounding... Huh?
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Consensus Is Universally Bearish On Oil
What if they are wrong?
Aug 22
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Consensus Is Universally Bearish On Oil
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Natural Gas Production Won't Surprise To The Upside
The summer power burn demand season is coming to an end, and what a disappointment it was.
Aug 20
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Natural Gas Production Won't Surprise To The Upside
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