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August 2025

(MEMO) Memo - 2018 Redux
By: Wilson
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HFI Research
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(Idea) What Is My Game Plan For Sable Offshore Now? (Part 3)
Part 1, Part 2.
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HFI Research
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Tough Decision
If the Saudis are really in control, we will find out what they want really soon.
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HFI Research
(Idea) An Important Update On Calumet
Editor’s Note: In Jon’s last CLMT update, we noted that CLMT is the next special situation we are monitoring, and there are important signals to watch…
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HFI Research
(WCTW) The Natural Gas Market Risks The Potential Of A Price Spike
What's happening in the natural gas market today is not normal.
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HFI Research
US Crude Oil Production Is Rebounding... Huh?
If you are looking at frac spread and rig counts as your guide to US crude oil production, I think you will be very disappointed when I tell you this…
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HFI Research
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Consensus Is Universally Bearish On Oil
What if they are wrong?
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HFI Research
Natural Gas Production Won't Surprise To The Upside
The summer power burn demand season is coming to an end, and what a disappointment it was.
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HFI Research
(WCTW) History Is Rhyming
The checklist that will kickstart the multi-year oil bull market.
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HFI Research
(Idea) TotalEnergies - The Risks Outweigh The Dividends
Editor’s Note: In an effort to help us insulate the incoming oil price volatility, we will also present energy ideas that we find unattractive to…
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HFI Research
(WCTW) Does It Have To Get Uglier Before It Gets Better?
Changes in global oil inventories in Q3 (so far) are not bullish, and what the path ahead looks like.
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HFI Research
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