HFI Research

HFI Research

Home
Notes
Chat
WCTW
Public
Oil
Natural Gas
Ideas
EIA
Memo
Trades
About
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
(WCTW) The Oil Market Breaking Point Is Here
This article is public.
 • HFI Research
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
© 2026 HFI Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture