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Natural Gas Enters The Pivotal Cooling Demand Season
Natural gas prices have gone absolutely nowhere in the past month as the market digests the incoming cooling demand projections.
4 hrs ago
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HFI Research
18
Oil Market Update - Strait Of Hormuz Reopens On June 19?
When does the deficit get resolved? What are the assumptions? Is it too late for oil inventories in the West?
Jun 15
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HFI Research
53
2
5
Memo - Walk Down Memory Lane
Lessons from a guy who went through some rough periods in the oil market.
Jun 14
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HFI Research
65
10
6
(Public) Mach Natural Resources - Income Set To Rise With Oil
By: Jon Costello
Jun 12
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HFI Research
40
1
(WCTW) Gaslighting The Oil Market
The market has somehow convinced everyone that inventory draws can replace the ~11 million b/d of production shut-in. What a success story this has…
Jun 11
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97
10
7
(Public) Memo - Max Bearish
By: Wilson
Jun 7
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132
6
17
The Oil Market Has Never Been This Mispriced
There’s a funny distinction amongst oil specialists.
Jun 5
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66
9
2
(Idea) A Record-High Stock Market Is Heading Into An Oil Supply Shock
By: Jon Costello
Jun 4
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HFI Research
50
1
(WCTW) It's All Or Nothing For The Oil Market
My variant perception of the oil market today can be best described by the following:
Jun 3
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62
8
5
May 2026
(Public) We Are Going Full Speed Into The Wall
The most visible oil inventory will reach tank bottoms.
May 29
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HFI Research
262
9
50
(WCTW) What Is The Oil Math If The Strait Of Hormuz Is Open Today?
Focus on what’s important.
May 26
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HFI Research
72
2
8
(Public) Death By A Thousand Headlines
Jawbone headlines are delaying the inevitable in the oil market: demand destruction.
May 22
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HFI Research
149
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