Archive - HFI Research

Quick Note On Natural Gas: Why Are Prices Not Moving Higher?

We were definitely wrong on our call when we said that US natural gas prices would be dragged higher as the Strait of Hormuz conflict drags on.

5 hrs ago • HFI Research

(WCTW) The Unacceptable Status Quo And Why The Oil Market Will Never Be The Same Again

What we are witnessing with the Strait of Hormuz today is a once-in-a-lifetime type of event.

Apr 1 • HFI Research

March 2026

The Strait Of Hormuz Disruption - Oil Supply Math Points To A Longer Crisis Than The Market Expects

By: Jon Costello

Mar 26 • HFI Research

(WCTW) The Oil Market Breaking Point

Looking at the various scenarios for oil prices using the latest data.

Mar 26 • HFI Research

(Idea) The Impact Of The War In Iran On Titanium Dioxide Producer Stocks

Without a doubt, the war in Iran is impacting the titanium dioxide market.

Mar 24 • HFI Research

(Public) The US Temporarily Lifts Sanctions On Iranian Oil-In-Transit, What Does It Do To The Oil Market?

Great, we lifted Iranian oil-in-transit for 30 days.

Mar 21 • HFI Research

(Idea) U.S. Coal Stocks Best Positioned For A Prolonged LNG Supply Disruption

By: Jon Costello

Mar 20 • HFI Research

Latest Thoughts On The Oil And Natural Gas Market Amidst The Prolonged Iran Conflict

We are now 21 days into this conflict, and here are some facts you should know:

Mar 20 • HFI Research

(Public) US Crude Export Ban: What Are The Implications And What Are The Trades?

The US cannot ban either crude or products.

Mar 19 • HFI Research

(Idea) Mach Natural Resources - A Transformational 2025 Will Drive Income Growth And Appreciation In 2026 And Beyond

By: Jon Costello

Mar 19 • HFI Research

An Uneventful Finish To The Heating Demand Season Keeps US Natural Gas Prices Depressed

Murphy’s Law: Anything that can go wrong, will go wrong.

Mar 18 • HFI Research

(WCTW) Running Out Of Time

The oil storage math you should know.

Mar 17 • HFI Research

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