HFI Research
Subscribe
Sign in
Home
Notes
Chat
WCTW
Public
Oil
Natural Gas
Ideas
EIA
Memo
Trades
About
Latest
Top
Discussions
(WCTW) The Final Countdown
No, this isn’t about the song, though it is an awesome one.
15 hrs ago
•
HFI Research
28
1
3
(Idea) GeoPark’s Venezuela Deal Creates More Upside—And A More Difficult Valuation
By: Jon Costello
Sep 11
•
HFI Research
24
2
What Can "They" Do To Push Oil Prices Lower In The Near-Term?
Oh, you know they are thinking of something.
Sep 10
•
HFI Research
44
5
(WOMM) What’s On My Mind - The Venezuela Land Grab
By: Jon Costello
Sep 10
•
HFI Research
21
1
(WCTW) This Cannot Be That Obvious
We aren't going back to the way it was. The oil market has changed.
Sep 9
•
HFI Research
45
1
6
Here's My Game Plan For The Oil Trade (Sept 8)
I’m going to stick to the tradition of updating you all on my real-time thoughts on the oil trade.
Sep 8
•
HFI Research
27
1
2
(MEMO) Memo - Who Blinks First?
Will it be China, Iran, or the US? The oil market's trajectory depends on it.
Sep 4
•
HFI Research
45
2
7
(Public) US Crude Oil Production Is Showing A Lot Of Weakness
It’s been a while since I’ve covered US crude oil production, but rest assured, I’ve been watching the data closely.
Sep 3
•
HFI Research
52
2
5
Here's My Game Plan For The Oil Trade (Sept 1 Update)
In this update, I will focus only on short-term oil trades.
Sep 2
•
HFI Research
29
1
2
(Public) The Oil Market's Turning Point
Editor’s Note: This article was first published to paying subscribers on August 10.
Sep 1
•
HFI Research
54
1
6
August 2026
(WCTW) How Much Time Do We Have Left On The Oil Math?
Now that we are 6 months into this war, we know the following:
Aug 31
•
HFI Research
31
3
1
(Idea) The Energy Sector In Colombia And Venezuela Is At An Inflection Point
Since the start of 2026, I have written numerous times on the golden opportunities we are seeing in Colombia and Venezuela.
Aug 29
•
HFI Research
18
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts