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Peak Hormuz
Ship-to-ship transfer is maxed out. The oil shuttle flow volume is going lower.
2 hrs ago
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HFI Research
21
2
(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
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HFI Research
32
1
1
China Cancels Product Exports And What It Means For The Global Oil Market
It’s déjà vu again.
Oct 1
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HFI Research
49
6
September 2026
Here's My Game Plan For The Oil Trade (Sept 30)
Please see the chronological order of the oil trade game plan write-ups:
Sep 30
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HFI Research
35
6
1
The Oman Lane Flow Is Giving The Oil Market A False Sense Of Stability
The all-or-nothing aspect of this Iran war is fascinating to both trade and observe.
Sep 28
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HFI Research
49
2
(Public) Mach Natural Resources - A Buying Opportunity
By: Jon Costello
Sep 25
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HFI Research
23
(Idea) How Would US Diesel Export Restrictions Impact Energy Stocks?
By: Jon Costello
Sep 25
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HFI Research
26
2
Oil Math - Understanding The Crude Deficit Better
Here’s the best way to summarize the oil market today:
Sep 24
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HFI Research
36
2
2
Here's My Game Plan For The Oil Trade (Sept 23)
Please see the chronological order of the oil trade game plan write-ups:
Sep 23
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HFI Research
38
3
(WCTW) Out Of Time
The oil crisis is here and there's no way back.
Sep 21
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HFI Research
39
3
2
(Important) What Is The Endgame For The Oil Market?
JPM’s latest oil report is going viral on X today following a post by my friend, Eric Nuttall.
Sep 18
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HFI Research
47
8
2
Memo - The Most Hated Oil Rally
By: Wilson
Sep 17
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HFI Research
52
1
2
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