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Here's My Game Plan For The Oil Trade (Sept 8)
I’m going to stick to the tradition of updating you all on my real-time thoughts on the oil trade.
 • HFI Research
(MEMO) Memo - Who Blinks First?
Will it be China, Iran, or the US? The oil market's trajectory depends on it.
 • HFI Research
(Public) US Crude Oil Production Is Showing A Lot Of Weakness
It’s been a while since I’ve covered US crude oil production, but rest assured, I’ve been watching the data closely.
 • HFI Research
Here's My Game Plan For The Oil Trade (Sept 1 Update)
In this update, I will focus only on short-term oil trades.
 • HFI Research
(Public) The Oil Market's Turning Point
Editor’s Note: This article was first published to paying subscribers on August 10.
 • HFI Research

August 2026

(WCTW) How Much Time Do We Have Left On The Oil Math?
Now that we are 6 months into this war, we know the following:
 • HFI Research
(Idea) The Energy Sector In Colombia And Venezuela Is At An Inflection Point
Since the start of 2026, I have written numerous times on the golden opportunities we are seeing in Colombia and Venezuela.
 • HFI Research
Late Summer Heat Pushes A Tighter Natural Gas Balance
September is going to make a difference for the US natural gas market.
 • HFI Research
Oil Shuttle Trade And How Many Tacos Can You Eat?
I don’t know about you, but I never want to eat another taco in my life again.
 • HFI Research
Here's My Game Plan For The Oil Trade
In this article, I’ll share my thoughts on how I plan to navigate the portfolio.
 • HFI Research
(Guest) ConocoPhillips - Uplift From Hidden CITGO Refining Value
This article is public.
 • HFI Research
Everything You Need To Know About The Oil Market Today
I’ll try to make your life as easy as possible with this article.
 • HFI Research
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