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(WCTW) The Oil Market Has Reached The Point Of No Return
Please read the following articles on the oil market breaking point:
 • HFI Research
What's The Endgame Here? How Will The US/Iran Conflict Get Resolved?
In the past month, I’ve spent more time than I like on geopolitics.
 • HFI Research
Oil Storage Math - The Inevitable Visible Inventory Draws Are Here
On April 25, we published a piece titled, “B.A.C.D Is Coming To An Oil Storage Hub Near You.” In it, we said:
 • HFI Research
(Idea) Suncor Energy - Another Dazzling Quarterly Performance
By: Jon Costello
 • HFI Research
(Public) Mach Natural Resources - Q1 2026 Reinforces The Value Case At A Mid-Teens Yield
By: Jon Costello
 • HFI Research
(WCTW) Let Them
If the market will only care when an outright oil shortage shows up, then so be it.
 • HFI Research
(WCTW) The Oil Market Breaking Point And How It Unfolds
This article is public.
 • HFI Research
(Idea) First Quarter Review And Thesis Check-Up For Transocean, Cheniere Energy, And New Stratus Energy
Editor’s Note: Suncor, Chemours, and Mach Resources update will be published on Monday.
 • HFI Research
(Public) My Latest Thoughts On The Oil Market Amidst The Incredible Jawboning On The Iran Conflict
They threw everything at the oil market in the past week.
 • HFI Research
The Oil Math And Why The Broader Market Is Crazy To Ignore It
HFIR's head of ideas, Jon Costello, shares his thoughts on the oil math.
 • HFI Research
(WCTW) Stuck Between A Rock And A Hard Place
The global markets are not prepared for what's coming.
 • HFI Research
(Public) Memo - I Can't Believe We Are Doing This
The most VISIBLE oil inventories are about to plummet.
 • HFI Research
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