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Oil Storage Math - The Draws Are Underway
My advice to you is simple: follow the signal.
 • HFI Research
(WCTW) Making Sense Of The Oil Market
If you had traveled back in time and told me the following:
 • HFI Research
My Updated Thoughts On The US/Iran Development This Weekend And The Impact On The Oil Market
We have a lot of ground to cover in this update.
 • HFI Research
Oil Demand Destruction Is Coming, It's Too Little Too Late
We have three high conviction views on the oil market today.
 • HFI Research
(Public) Mach Natural Resources - Buy The Dip
By: Jon Costello
 • HFI Research
(Public) The US And Iran Ceasefire And What It Does To The Oil Market
WTI and Brent, as of this writing, are down ~14%.
 • HFI Research
(WCTW) All Roads Lead To Structurally Higher Oil Prices
In our last week’s WCTW, we discussed how the oil market will never be the same again.
 • HFI Research
Quick Note On Natural Gas: Why Are Prices Not Moving Higher?
We were definitely wrong on our call when we said that US natural gas prices would be dragged higher as the Strait of Hormuz conflict drags on.
 • HFI Research
(WCTW) The Unacceptable Status Quo And Why The Oil Market Will Never Be The Same Again
What we are witnessing with the Strait of Hormuz today is a once-in-a-lifetime type of event.
 • HFI Research

March 2026

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