HFI Research
Subscribe
Sign in
Home
Notes
Chat
WCTW
Public
Oil
Natural Gas
Ideas
EIA
Memo
Trades
About
Latest
Top
Discussions
(Public) We Are Going Full Speed Into The Wall
The most visible oil inventory will reach tank bottoms.
May 29
•
HFI Research
223
7
41
(WCTW) What Is The Oil Math If The Strait Of Hormuz Is Open Today?
Focus on what’s important.
May 26
•
HFI Research
71
2
8
(Public) Death By A Thousand Headlines
Jawbone headlines are delaying the inevitable in the oil market: demand destruction.
May 22
•
HFI Research
146
13
Oil Storage Math - There's No Hiding Now
Looking at the data, it is clear to me that oil inventories have nowhere to hide now.
May 21
•
HFI Research
69
9
5
Explaining The Long Oil Trade
This is public.
May 20
•
HFI Research
106
9
8
An Update On Natural Gas
The dreaded shoulder season is coming to an end for natural gas.
May 20
•
HFI Research
25
2
(WCTW) The Oil Market Has Reached The Point Of No Return
Please read the following articles on the oil market breaking point:
May 18
•
HFI Research
91
1
9
What's The Endgame Here? How Will The US/Iran Conflict Get Resolved?
In the past month, I’ve spent more time than I like on geopolitics.
May 14
•
HFI Research
57
1
4
Oil Storage Math - The Inevitable Visible Inventory Draws Are Here
On April 25, we published a piece titled, “B.A.C.D Is Coming To An Oil Storage Hub Near You.” In it, we said:
May 14
•
HFI Research
75
10
(Idea) Suncor Energy - Another Dazzling Quarterly Performance
By: Jon Costello
May 12
•
HFI Research
30
1
(Public) Mach Natural Resources - Q1 2026 Reinforces The Value Case At A Mid-Teens Yield
By: Jon Costello
May 12
•
HFI Research
26
1
(WCTW) Let Them
If the market will only care when an outright oil shortage shows up, then so be it.
May 11
•
HFI Research
60
4
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
