HFI Research

HFI Research

Home
Notes
Chat
WCTW
Public
Oil
Natural Gas
Ideas
EIA
Memo
Trades
About
(WCTW) Trying To Make Sense Of This Oil Market
We are definitely in the Twilight Zone, but let's at least try to understand.
 • HFI Research
The Only Way Out Is Through
The oil math is about to get really bad.
 • HFI Research
(Public) The Strait Of Hormuz Isn't Going Back To The Way It Was
Editor’s Note: This article was first published to paid subscribers on June 23.
 • HFI Research
Memo - I'm Not That Smart, But I'm Not Going To Make The Same Mistake Twice
Fool me once, shame on you. Fool me twice, shame on me. Valuable lessons to take away from the asinine May to July oil price action.
 • HFI Research
(WCTW) Oil Math - The Endgame
Geopolitically speaking, the Iran war is approaching the final escalation phase.
 • HFI Research
(Idea) Suncor Energy - Elevated Refining Margins Support A Higher Valuation
By: Jon Costello
 • HFI Research
What Are My Plans For The Oil Trade?
I am down, but I am not out.
 • HFI Research
My Quick Thoughts On The Oil Market
I believe the oil market is mispriced.
 • HFI Research
(WCTW) This Is The Biggest Oil Market Disconnect Between Price And Reality In History
I will probably get a lot of hate for this article title, but I don’t care what you think.
 • HFI Research
(Public) The Oil Market Is In The Twilight Zone
Words cannot describe the price action I'm seeing in oil. Even with today's +9% rally, it is still incomprehensible.
 • HFI Research
(MEMO) Memo - Insane Asylum
The Strait of Hormuz is not back to normal, so why is everyone assuming the oil market is going back to the way it was?
 • HFI Research
Oil Market Update - Finding Clarity Amidst The Chaos
It is close to impossible to write any in-depth piece when the information flow is overwhelmingly volatile.
 • HFI Research
© 2026 HFI Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture