Archive - HFI Research

(Public) The Oil Market Is In The Twilight Zone

Words cannot describe the price action I'm seeing in oil. Even with today's +9% rally, it is still incomprehensible.

15 hrs ago • HFI Research

(MEMO) Memo - Insane Asylum

The Strait of Hormuz is not back to normal, so why is everyone assuming the oil market is going back to the way it was?

Jul 10 • HFI Research

Oil Market Update - Finding Clarity Amidst The Chaos

It is close to impossible to write any in-depth piece when the information flow is overwhelmingly volatile.

Jul 8 • HFI Research

The Consensus Is Wrong About The Oil Market

I’m not going to mince words here.

Jul 7 • HFI Research

(MEMO) Memo - It's Now Or Never

Jul 5 • HFI Research

(Idea) Investors Are Underappreciating How Positive Espriella Will Be For The Colombian Energy Sector

This article is public.

Jul 3 • HFI Research

Ants In A Field Full Of Giants

The oil market is stuck between giants playing games. China can change the global oil balance with the flip of a switch. So why hasn't it?

Jul 2 • HFI Research

June 2026

(WCTW) Today's Oil Price Disconnect Is History In The Making

What we are witnessing today in the oil market is history in the making.

Jun 30 • HFI Research

We Are 'Still' Going Full Speed Into The Wall

Product storage is about to get tighter unless China steps in and lifts the product export ban. If it does, expect a meaningful reversal in crude.

Jun 26 • HFI Research

(Idea) Parex Resources: High Torque Oil Leverage At A Double-Digit Yield

By: Jon Costello

Jun 25 • HFI Research

The Strait Of Hormuz Isn't Going Back To The Way It Was

The market is incorrectly assuming that the Strait of Hormuz will return to normal.

Jun 24 • HFI Research

(WCTW) Powder Keg

Positioning and sentiment have priced oil as if the Iran conflict is over. This is a market that's sitting on a powder keg with someone holding a lit…

Jun 22 • HFI Research

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