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Here's My Game Plan For The Oil Trade (October 12)
Please see the chronological order of the oil trade game plan write-ups:
Oct 12
•
HFI Research
33
1
1
(Public) Peak Hormuz
Ship-to-ship transfer is maxed out. The oil shuttle flow volume is going lower.
Oct 12
•
HFI Research
55
2
(Public) Brent Crude Oil Positioning Leaves Me With More Questions Than Answers
I have more questions than answers.
Oct 12
•
HFI Research
55
4
3
Too Much Gas
2027 natural gas balance looks weak, but I believe it is only a temporary glut.
Oct 9
•
HFI Research
25
2
Memo - AI Fatigue
By: Wilson
Oct 8
•
HFI Research
32
4
It's Here
The inevitable escalation is here and what happens to the oil market when the shuttle trade falters.
Oct 8
•
HFI Research
49
2
Peak Hormuz
Ship-to-ship transfer is maxed out. The oil shuttle flow volume is going lower.
Oct 7
•
HFI Research
49
8
(WCTW) Releasing SPR Now Is Like Throwing Water Bottles At A Burning House
The US announced last Tuesday that it would release the final ~40 million bbl tranche of the SPR (172 million bbls total).
Oct 6
•
HFI Research
36
1
2
China Cancels Product Exports And What It Means For The Global Oil Market
It’s déjà vu again.
Oct 1
•
HFI Research
50
6
September 2026
Here's My Game Plan For The Oil Trade (Sept 30)
Please see the chronological order of the oil trade game plan write-ups:
Sep 30
•
HFI Research
35
6
2
The Oman Lane Flow Is Giving The Oil Market A False Sense Of Stability
The all-or-nothing aspect of this Iran war is fascinating to both trade and observe.
Sep 28
•
HFI Research
49
2
(Public) Mach Natural Resources - A Buying Opportunity
By: Jon Costello
Sep 25
•
HFI Research
23
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