HFI Research
Subscribe
Sign in
Home
Notes
Chat
WCTW
Public
Oil
Natural Gas
Ideas
EIA
Memo
Trades
Archive
About
Latest
Top
Discussions
(Idea) We Are Going To Add This Energy Stock To The HFI Portfolio
For those of you who have followed our investment process closely over the past few years, you will have noticed that we don’t add stock ideas very…
3 hrs ago
•
HFI Research
17
1
1
Here's My Game Plan For The Oil Trade (October 19)
Please see the previous game plan articles:
Oct 19
•
HFI Research
34
1
1
How High Can Oil Prices Go?
At HFIR, our approach is to develop a thesis, test it, set post-mortem signals, and then pivot if needed.
Oct 15
•
HFI Research
41
1
4
(Public) Memo - I Just Don't See How This Ends Well At All
This article is public.
Oct 14
•
HFI Research
71
2
9
Here's My Game Plan For The Oil Trade (October 12)
Please see the chronological order of the oil trade game plan write-ups:
Oct 12
•
HFI Research
36
1
1
(Public) Peak Hormuz
Ship-to-ship transfer is maxed out. The oil shuttle flow volume is going lower.
Oct 12
•
HFI Research
60
2
(Public) Brent Crude Oil Positioning Leaves Me With More Questions Than Answers
I have more questions than answers.
Oct 12
•
HFI Research
58
4
3
Too Much Gas
2027 natural gas balance looks weak, but I believe it is only a temporary glut.
Oct 9
•
HFI Research
25
2
Memo - AI Fatigue
Free subscribers can use the 1-time unlock feature to read it.
Oct 8
•
HFI Research
33
4
It's Here
The inevitable escalation is here and what happens to the oil market when the shuttle trade falters.
Oct 8
•
HFI Research
49
2
Peak Hormuz
Ship-to-ship transfer is maxed out. The oil shuttle flow volume is going lower.
Oct 7
•
HFI Research
50
8
(WCTW) Releasing SPR Now Is Like Throwing Water Bottles At A Burning House
The US announced last Tuesday that it would release the final ~40 million bbl tranche of the SPR (172 million bbls total).
Oct 6
•
HFI Research
36
1
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
