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(WCTW) The Unsustainable Status Quo
Trump wants to do nothing, but that may not be the case at all. It’s the worst of both worlds for global energy markets.
5 hrs ago
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16
Here's My Game Plan For The Oil Trade (November 9)
Everyone has a plan until they get punched in the face.
Nov 10
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36
3
3
(Idea) Transocean - Near-Term Results Obscure A Brighter Future
By: Jon Costello
Nov 7
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HFI Research
22
(MEMO) Memo - The Worst Of Both Worlds
By: Wilson
Nov 6
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HFI Research
37
1
2
My Thoughts On Oil After The Midterm Elections
What an incredible 3-day stretch in the oil market.
Nov 5
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49
5
(WCTW) Show Me The Incentives And I'll Show You What Happens To Oil Prices
“Show me the incentive and I’ll show you the outcome.” ~ Charlie Munger
Nov 3
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32
1
1
October 2026
(WCTW) Non-OPEC Supply Growth Isn't Coming To The Rescue For The Global Oil Market
The energy community has been so focused on the conflict in the Strait of Hormuz that everyone is missing a bigger theme unfolding: the end of non-OPEC…
Oct 29
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33
1
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Here's My Game Plan For The Oil Trade (October 27)
Please see the previous game plan articles:
Oct 28
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HFI Research
39
Where Is The Bottom For Natural Gas?
Natural gas prices have been obliterated over the past week, as early November forecasts point to one of the warmest starts on record.
Oct 26
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29
3
(Important) First Principles: It Was Always Crude Oil
I think the market had its fun now.
Oct 23
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50
1
1
Memo - Let The Bloodbath Begin
This article is public.
Oct 22
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HFI Research
78
3
10
The Oil Math Is Coming Home To Roost
Things are heating up.
Oct 22
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50
1
5
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