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My Latest Thoughts On Oil And Natural Gas With Winter Storm Fern On The Horizon
The natural gas market was upended this week following the bullish weather development that unfolded over the weekend.
 • HFI Research
(WCTW) The Massive Oil Surplus Narrative Will Collapse Soon
Mother Nature is delivering on her side of the bargain.
 • HFI Research
My Updated Thoughts On Natural Gas And Why I Think The Market Is Still Not Pricing It Correctly
Natural gas (Feb contracts) rallied 25% today, but I don’t think the market is pricing in the incoming cold correctly.
 • HFI Research
Memo - Progress Is Never Smooth
By: Wilson
 • HFI Research
(Public) The Market Sold Natural Gas As If The Winter Was Over... Think Again
Weather models showed a substantial increase in heating degree days this weekend.
 • HFI Research
(Public) Petrobras Primer
Editor’s Note: We are on the cusp of a multi-year oil bull market, and our view is that Latin America offers some of the more compelling energy names in…
 • HFI Research
(WCTW) Turning Bullish On Oil
Consensus came into Q1 2026 calling it the most “widely anticipated oil glut” in recent years.
 • HFI Research
What's Going On With Natural Gas? Trying To Decipher The Latest Yo-Yo Move
Don’t get me started.
 • HFI Research
(Public) Memo - Oil Is Uninvestable At $50
By: Wilson
 • HFI Research
Geopolitics Return In The Oil Market With Vengeance, Venezuela First And Iran Next?
The start to this year is unlike any other year we’ve seen.
 • HFI Research
(Public) Why We Bought Mach Natural Resources Equity
By: Jon Costello
 • HFI Research
Natural Gas Is Trading Like The Winter Is Over
What a difference a week makes in the world of natural gas trading.
 • HFI Research
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