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(Idea) Suncor Energy - Another Dazzling Quarterly Performance
By: Jon Costello
1 min ago
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HFI Research
17
(Public) Mach Natural Resources - Q1 2026 Reinforces The Value Case At A Mid-Teens Yield
By: Jon Costello
8 mins ago
•
HFI Research
16
(WCTW) Let Them
If the market will only care when an outright oil shortage shows up, then so be it.
10 hrs ago
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HFI Research
49
2
3
(WCTW) The Oil Market Breaking Point And How It Unfolds
This article is public.
May 11
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HFI Research
106
1
9
(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.
May 10
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HFI Research
24
(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.
May 6
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HFI Research
189
13
15
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.
May 6
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51
7
6
(WCTW) Stuck Between A Rock And A Hard Place
The global markets are not prepared for what's coming.
May 4
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HFI Research
70
8
9
(Public) Memo - I Can't Believe We Are Doing This
The most VISIBLE oil inventories are about to plummet.
May 1
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HFI Research
147
2
20
April 2026
Subscriber Update - How To Utilize The Service
First and foremost, thank you for subscribing.
Apr 30
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HFI Research
10
As Onshore Oil Inventories Decline, This Is What I Think Happens Next
There was a rude awakening in the oil market today.
Apr 30
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HFI Research
62
2
8
(WCTW) The Oil Market Breaking Point And How It Unfolds
In our April 19, 2026 WCTW report titled, “The Oil Market Breaking Point Is Here.” We said:
Apr 28
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HFI Research
75
5
13
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