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(WCTW) The Oil Market Is Oversupplied: How Should You Invest?
Oil prices have gone nowhere these past few months.
2 hrs ago
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How High Can Natural Gas Prices Go This Winter?
You don't want to know...
Nov 11
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HFI Research
13
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(Idea) Kronos Worldwide
By: Jon Costello
Nov 7
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HFI Research
5
(Macro) A Titanium Dioxide Market Recovery Appears Imminent
By: Jon Costello
Nov 7
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HFI Research
5
(WCTW) Complete Reversal
The run-up in US crude oil production was real, but it's starting to turn.
Nov 5
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HFI Research
6
1
OPEC+ Pauses, But Is It Enough?
OPEC+ surprised the oil market over the weekend with an announcement to pause the +137k b/d increase for Q1 2026.
Nov 5
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HFI Research
6
1
The Natural Gas Market Is Setting Up For An Extremely Interesting Winter
If I look at the US natural gas market from the 10,000-foot view, these are the most obvious things I see today:
Nov 4
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HFI Research
12
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US Crude Oil Production Hits An All-Time High... But Did It Really?
Editor’s Note: Due to the government shutdown, EIA did not have US crude export figures for August. The adjustment is partially related to that. Please…
Nov 1
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HFI Research
7
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(Idea) Tronox
By: Jon Costello
Nov 1
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HFI Research
7
October 2025
(Macro) The Chemical Sector Overview
Editor’s Note: This is just a high-level overview of the space.
Oct 31
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7
1
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(WCTW) What An Interesting Turn Of Events
The oil market isn't what you think it is.
Oct 30
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13
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(Public) Global Oil-On-Water Never Was And Never Will Be A Leading Indicator For The Oil Market
People familiar with our writing should be aware that we are not oil bulls, at least not at present.
Oct 28
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