HFI Research

HFI Research

Home
Notes
Chat
WCTW
Public
Oil
Natural Gas
Ideas
EIA
Memo
Trades
About
(WCTW) What Does A Structural Oil Supply Deficit Look Like?
Making sense of the math.
 • HFI Research
(Idea) Our Take On Transocean's Acquisition Of Valaris
Editor’s Note: We first covered in a write-up back in March 2025.
 • HFI Research
Natural Gas Prices Fall Below The Fair Value But A Bull Signal Is Needed
Over the weekend, weather models trended slightly warmer with no meaningful colder-than-normal risk on the horizon.
 • HFI Research
(Idea) Where To Find The Best Opportunities In The Chemical Sector
By: Jon Costello
 • HFI Research
(Public) Chemours - Jon's Favorite Capital Cycle Investment Idea
Editor’s Note: This article was first published to paid subscribers on Nov 15.
 • HFI Research
(Public) Memo - Super Capex
Innovation isn't always an investor's friend.
 • HFI Research
(WCTW) The Massive Oil Surplus Narrative Will Collapse Soon (Part 2)
Just two weeks ago, we wrote a WCTW titled, “The Massive Oil Surplus Narrative Will Collapse Soon.” In the conclusion section, we said:
 • HFI Research
Everything You Need To Know About This Massive Natural Gas Price Drop And What To Expect Next
Winter gas natural gas trading isn’t for everyone.
 • HFI Research

January 2026

© 2026 HFI Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture