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We Are 'Still' Going Full Speed Into The Wall
Product storage is about to get tighter unless China steps in and lifts the product export ban. If it does, expect a meaningful reversal in crude.
Jun 26
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2
(Idea) Parex Resources: High Torque Oil Leverage At A Double-Digit Yield
By: Jon Costello
Jun 25
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HFI Research
25
1
The Strait Of Hormuz Isn't Going Back To The Way It Was
The market is incorrectly assuming that the Strait of Hormuz will return to normal.
Jun 24
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HFI Research
51
4
1
(WCTW) Powder Keg
Positioning and sentiment have priced oil as if the Iran conflict is over. This is a market that's sitting on a powder keg with someone holding a lit…
Jun 22
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HFI Research
63
7
6
(Idea) Espriella Becomes The Next Colombian President, This Is Very Bullish For Colombian Oil Producers
Abelardo de la Espriella just won the Colombian presidential election.
Jun 22
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HFI Research
16
1
(WCTW) The New Oil Order
With the Strait of Hormuz under its control, Iran becomes the world’s most powerful oil producer.
Jun 18
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61
2
2
Natural Gas Enters The Pivotal Cooling Demand Season
Natural gas prices have gone absolutely nowhere in the past month as the market digests the incoming cooling demand projections.
Jun 16
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HFI Research
24
Oil Market Update - Strait Of Hormuz Reopens On June 19?
When does the deficit get resolved? What are the assumptions? Is it too late for oil inventories in the West?
Jun 15
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HFI Research
54
4
5
Memo - Walk Down Memory Lane
Lessons from a guy who went through some rough periods in the oil market.
Jun 14
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HFI Research
65
10
6
(Public) Mach Natural Resources - Income Set To Rise With Oil
By: Jon Costello
Jun 12
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HFI Research
40
1
(WCTW) Gaslighting The Oil Market
The market has somehow convinced everyone that inventory draws can replace the ~11 million b/d of production shut-in. What a success story this has…
Jun 11
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HFI Research
98
9
7
(Public) Memo - Max Bearish
By: Wilson
Jun 7
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HFI Research
136
6
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