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(Idea) Venezuela's Energy Sector Resurgence Is Happening Fast And The Investment Opportunities
On Jan 3rd, the US successfully captured Venezuelan President Nicolás Maduro and took him into custody.
 • HFI Research
(WCTW) The Incoming OPEC+ Production Agreement Will Be Nothing But Paper Barrels
Why production increases are an illusion and the oil market remains firmly in Saudi Arabia's grasp.
 • HFI Research
(Idea) Chemours - Investment Thesis Remains Intact Despite Weak Q4 Results
Editor’s Note: Please also read the original Chemours write-up.
 • HFI Research
What Do 2026 Natural Gas Fundamentals Look Like?
The curve is undervalued.
 • HFI Research
(Idea) Tronox - Multi-Bagger Potential From A Titanium Dioxide Market Recovery
Please be sure to read our primer on the chemical sector and the titanium dioxide market.
 • HFI Research
My Latest Thoughts On Oil Amidst Iran Tensions And Natural Gas
The energy markets are moving fast these days.
 • HFI Research
(WCTW) Global Oil Supplies Are Peaking Sooner Than You Think
We are halfway through Q1 2026, and this is turning out to be one of the most disappointing oil gluts I’ve ever seen.
 • HFI Research
An Overview Of How To Understand The Natural Gas Fair Value Today And Where We Are Headed
Natural gas prices are falling today following the bearish weekend weather model revisions.
 • HFI Research
(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
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