HFI Research

HFI Research

Home
Notes
Chat
WCTW
Public
Oil
Natural Gas
Ideas
EIA
Memo
Trades
About
Here's My Game Plan For The Oil Trade (Sept 30)
Please see the chronological order of the oil trade game plan write-ups:
3 hrs ago • HFI Research
The Oman Lane Flow Is Giving The Oil Market A False Sense Of Stability
The all-or-nothing aspect of this Iran war is fascinating to both trade and observe.
Sep 28 • HFI Research
(Public) Mach Natural Resources - A Buying Opportunity
By: Jon Costello
Sep 25 • HFI Research
(Idea) How Would US Diesel Export Restrictions Impact Energy Stocks?
By: Jon Costello
Sep 25 • HFI Research
Oil Math - Understanding The Crude Deficit Better
Here’s the best way to summarize the oil market today:
Sep 24 • HFI Research
Here's My Game Plan For The Oil Trade (Sept 23)
Please see the chronological order of the oil trade game plan write-ups:
Sep 23 • HFI Research
(WCTW) Out Of Time
The oil crisis is here and there's no way back.
Sep 21 • HFI Research
(Important) What Is The Endgame For The Oil Market?
JPM’s latest oil report is going viral on X today following a post by my friend, Eric Nuttall.
Sep 18 • HFI Research
Memo - The Most Hated Oil Rally
By: Wilson
Sep 17 • HFI Research
What To Make Of The Saudi/Houthi Situation And How It Relates To The Oil Math
The Saudi and Houthi situation is escalating.
Sep 16 • HFI Research
(WCTW) The Final Countdown
No, this isn’t about the song, though it is an awesome one.
Sep 15 • HFI Research
(Idea) GeoPark’s Venezuela Deal Creates More Upside—And A More Difficult Valuation
By: Jon Costello
Sep 11 • HFI Research
© 2026 HFI Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture