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(Public) Primer On Investing In The Cyclical Chemical Sector
Editor’s Note: The piece below is a compilation of all of the chemical sector write-ups we published since October 2025.
 • HFI Research
My Updated Thoughts On Natural Gas And Our Long Position
On Feb 11, we issued a trade alert notifying subscribers that we went long UNG and BOIL.
 • HFI Research
(WCTW) What Does A Structural Oil Supply Deficit Look Like?
Making sense of the math.
 • HFI Research
(Idea) Our Take On Transocean's Acquisition Of Valaris
Editor’s Note: We first covered in a write-up back in March 2025.
 • HFI Research
Natural Gas Prices Fall Below The Fair Value But A Bull Signal Is Needed
Over the weekend, weather models trended slightly warmer with no meaningful colder-than-normal risk on the horizon.
 • HFI Research
(Idea) Where To Find The Best Opportunities In The Chemical Sector
By: Jon Costello
 • HFI Research
(Public) Chemours - Jon's Favorite Capital Cycle Investment Idea
Editor’s Note: This article was first published to paid subscribers on Nov 15.
 • HFI Research
(Public) Memo - Super Capex
Innovation isn't always an investor's friend.
 • HFI Research
(WCTW) The Massive Oil Surplus Narrative Will Collapse Soon (Part 2)
Just two weeks ago, we wrote a WCTW titled, “The Massive Oil Surplus Narrative Will Collapse Soon.” In the conclusion section, we said:
 • HFI Research
Everything You Need To Know About This Massive Natural Gas Price Drop And What To Expect Next
Winter gas natural gas trading isn’t for everyone.
 • HFI Research

January 2026

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