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Energy Sector Macro Review
The Current State Of The Oil Market
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OPEC+ Gameplan
Real spare capacity is far lower than you think. Rip the band-aid off now.
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Natural Gas Bottom And Why We Went Long Today
May Henry Hub contracts dipped below $3/MMBtu today causing some in the trading community to scratch their heads.
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(WCTW) Disconnected From Reality
The only obvious observation you can make today is that the Trump administration is disconnected from the realities of its own tariff policies.
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(Idea) Valaris
Editor’s Note: This article was first published on Ideas from HFI Research on March 18.
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My Latest Thoughts On The Oil Market And Where We Are Headed
In this article, I will go through the following:
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Natural Gas Is Going To Bottom Soon
I am currently seeing a lot of confusion in the natural gas trading community.
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(WCTW) Gameplan
How to navigate through 2025.
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(Idea) New Stratus Energy - Noboa Wins And The Sacha Deal Will Go Forward
It's been a tumultuous month.
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(MEMO) Memo - This Won't Last
By: Wilson
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The Iran Wildcard
Did the Saudis come to some type of an arrangement behind the scenes with the Trump administration in exchange for harsher sanctions on Iran?
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(WCTW) The Only Certainties
Amidst all this chaos. Our latest thoughts on the oil and natural gas market.
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