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(Public) Death By A Thousand Headlines
Jawbone headlines are delaying the inevitable in the oil market: demand destruction.
May 22
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Oil Storage Math - There's No Hiding Now
Looking at the data, it is clear to me that oil inventories have nowhere to hide now.
May 21
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9
5
Explaining The Long Oil Trade
This is public.
May 20
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HFI Research
104
9
8
An Update On Natural Gas
The dreaded shoulder season is coming to an end for natural gas.
May 20
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HFI Research
24
2
(WCTW) The Oil Market Has Reached The Point Of No Return
Please read the following articles on the oil market breaking point:
May 18
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1
8
What's The Endgame Here? How Will The US/Iran Conflict Get Resolved?
In the past month, I’ve spent more time than I like on geopolitics.
May 14
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56
1
4
Oil Storage Math - The Inevitable Visible Inventory Draws Are Here
On April 25, we published a piece titled, “B.A.C.D Is Coming To An Oil Storage Hub Near You.” In it, we said:
May 14
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74
10
(Idea) Suncor Energy - Another Dazzling Quarterly Performance
By: Jon Costello
May 12
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29
1
(Public) Mach Natural Resources - Q1 2026 Reinforces The Value Case At A Mid-Teens Yield
By: Jon Costello
May 12
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25
1
(WCTW) Let Them
If the market will only care when an outright oil shortage shows up, then so be it.
May 11
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4
4
(WCTW) The Oil Market Breaking Point And How It Unfolds
This article is public.
May 11
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130
1
12
(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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