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(Public) Structural Supply Deficit? Here We Go Again
Editor’s Note: This article was first published to subscribers on August 29.
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1
OPEC+ Cheaters Start To Comply And What This Means For The Oil Market
When it comes to the oil market, it's best to not fight the Saudis.
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(Public) MEG Energy - One Of My Favorite Names
Editor’s Note: This write-up was first published to subscribers on August 3, 2024.
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HFI Research
(MEMO) Memo - Focus On Quality
By: Wilson
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1
Let It Burn (Oil Market Edition)
The oil market appears to be following the same playbook as the US natural gas market.
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(WCTW) The Oil Market Is Too Bearish, Non-OPEC Supply Growth Will Disappoint In 2025
The consensus appears certain that 2025 oil market balances will be in surplus.
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1
(Idea) EQT
Editor’s Note: EQT is a potential long holding in the HFI Portfolio.
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Are We Seeing Peak Bearishness In Oil?
I've been through some turbulent times in my years of covering the oil markets, but the recent bout of bearishness is up there in terms of magnitude.
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(Guest Post) OPEC+, the "V8," and the Oil Market: An Update
Thank you to Dr.
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An Important Update On US Oil Production
Last Friday, EIA published its monthly US oil production data for June.
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2
(WCTW) My Thoughts On The Oil Market And The Pivot
I've thought long and hard about the WCTW I was going to publish today.
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(MEMO) Memo - Alibaba
By: Wilson
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