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(WCTW) The Oil Market Breaking Point And How It Unfolds
This article is public.
 • HFI Research
(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.
 • HFI Research
(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.
 • HFI Research
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.
 • HFI Research
(WCTW) Stuck Between A Rock And A Hard Place
The global markets are not prepared for what's coming.
 • HFI Research
(Public) Memo - I Can't Believe We Are Doing This
The most VISIBLE oil inventories are about to plummet.
 • HFI Research

April 2026

Subscriber Update - How To Utilize The Service
First and foremost, thank you for subscribing.
 • HFI Research
As Onshore Oil Inventories Decline, This Is What I Think Happens Next
There was a rude awakening in the oil market today.
 • HFI Research
(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:
 • HFI Research
B.A.C.D Is Coming To An Oil Storage Hub Near You
Big Ass Crude Draws
 • HFI Research
(Public) The Unacceptable Status Quo And Why The Oil Market Will Never Be The Same Again
Editor’s Note: This article was first published on March 31, 2026 to paid subscribers.
 • HFI Research
Oil Math Update - The Heavyweights Are In Agreement
This is the first time in a decade since I’ve specialized in energy that none of the energy specialists are in disagreement.
 • HFI Research
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