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(Public) US Crude Export Ban: What Are The Implications And What Are The Trades?
The US cannot ban either crude or products.
 • HFI Research
(Idea) Mach Natural Resources - A Transformational 2025 Will Drive Income Growth And Appreciation In 2026 And Beyond
By: Jon Costello
 • HFI Research
An Uneventful Finish To The Heating Demand Season Keeps US Natural Gas Prices Depressed
Murphy’s Law: Anything that can go wrong, will go wrong.
 • HFI Research
(WCTW) Running Out Of Time
The oil storage math you should know.
 • HFI Research
(Idea) Latin American E&Ps Are Very Attractive
By: Jon Costello
 • HFI Research
Oil Market In Charts - What Does The Disruption In Strait Of Hormuz Look Like?
Most of you are already familiar with the lack of tanker flows we’ve shared.
 • HFI Research
(Idea) Tronox, Chemours, And Kronos Update
By: Jon Costello
 • HFI Research
Natural Gas - A Structural Tailwind
The situation with natural gas requires a lot more attention.
 • HFI Research
(WCTW) The IEA Just Gave Oil Bulls The Biggest Gift Ever By Coordinating The SPR Release
IEA just announced the largest ever strategic petroleum reserve (SPR) release in history: 400 million bbls.
 • HFI Research
(Public) A Lesson From History: Oil Markets Always Trade To Extremes
The 2020 oil market setup can teach us a lot about the framework for understanding the “extreme” nature of the oil market.
 • HFI Research
(Public) My Latest Thoughts On The Oil And Natural Gas Market Amidst The Iran Conflict
Unprecedented, that’s the only way to describe everything that’s going on in the energy market today.
 • HFI Research
(Idea) Our Updated E&P Spreadsheet And What It's Telling Us Now
By: Jon Costello
 • HFI Research
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