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Energy Sector Macro Review (Part 4) - Where To Look For Opportunity
By: Jon Costello
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HFI Research
Natural Gas Will Be The First To Spike In This Upcoming Multi-Year Energy Bull Market
On Monday, we published our WCTW titled, "The Seeds Are Sown: An Inevitable Oil Bull Market." The current weakness in oil is sowing the seeds for…
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HFI Research
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(WCTW) The Seeds Are Sown: An Inevitable Oil Bull Market
Everything that's happening today will inevitably lead to an oil bull market.
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HFI Research
(IMPORTANT) OPEC+ Policy: Perception Over Reality
Don't try to make sense out of nonsense.
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HFI Research
2
(Public) OPEC+ Gameplan
Real spare capacity is far lower than you think. Rip the band-aid off now.
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HFI Research
2
(Idea) Is BP A Buy Now?
Editor's Note: We view BP as a buy candidate due to Elliott Management's involvement and the possibility of a complete management overhaul.
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HFI Research
Energy Sector Macro Review (Part 3) - The Oil Market’s Paradigm Shift
By: Jon Costello
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HFI Research

April 2025

The Oil Market Playbook: Forcing The Inevitable
I firmly believe that everything we will see in the oil market in the coming months will rely solely on this simple thesis: forcing the inevitable.
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HFI Research
6
Natural Gas Bull Thesis Runs Into Its First Hiccup: The Dreaded Shoulder Season
There's no other way to say this.
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HFI Research
(WCTW) The Inevitable Outcome
The economic tit-for-tat won't last, but that doesn't mean a recession won't happen.
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HFI Research
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Energy Sector Macro Review (Part 2)
The Tariffs And What Energy Investments Make Sense
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HFI Research
2
Energy Sector Macro Review
The Current State Of The Oil Market
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HFI Research
2
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