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Energy Sector Macro Review
The Current State Of The Oil Market
Apr 25
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Energy Sector Macro Review
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OPEC+ Gameplan
Real spare capacity is far lower than you think. Rip the band-aid off now.
Apr 24
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OPEC+ Gameplan
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Natural Gas Bottom And Why We Went Long Today
May Henry Hub contracts dipped below $3/MMBtu today causing some in the trading community to scratch their heads.
Apr 22
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7
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Natural Gas Bottom And Why We Went Long Today
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(WCTW) Disconnected From Reality
The only obvious observation you can make today is that the Trump administration is disconnected from the realities of its own tariff policies.
Apr 21
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5
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(WCTW) Disconnected From Reality
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(Idea) Valaris
Editor’s Note: This article was first published on Ideas from HFI Research on March 18.
Apr 17
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15
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(Idea) Valaris
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My Latest Thoughts On The Oil Market And Where We Are Headed
In this article, I will go through the following:
Apr 16
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12
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My Latest Thoughts On The Oil Market And Where We Are Headed
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Natural Gas Is Going To Bottom Soon
I am currently seeing a lot of confusion in the natural gas trading community.
Apr 15
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6
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Natural Gas Is Going To Bottom Soon
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(WCTW) Gameplan
How to navigate through 2025.
Apr 14
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(WCTW) Gameplan
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(Idea) New Stratus Energy - Noboa Wins And The Sacha Deal Will Go Forward
It's been a tumultuous month.
Apr 14
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7
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(Idea) New Stratus Energy - Noboa Wins And The Sacha Deal Will Go Forward
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(MEMO) Memo - This Won't Last
By: Wilson
Apr 12
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5
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(MEMO) Memo - This Won't Last
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The Iran Wildcard
Did the Saudis come to some type of an arrangement behind the scenes with the Trump administration in exchange for harsher sanctions on Iran?
Apr 10
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8
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The Iran Wildcard
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(WCTW) The Only Certainties
Amidst all this chaos. Our latest thoughts on the oil and natural gas market.
Apr 9
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5
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(WCTW) The Only Certainties
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