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(WCTW) The IEA Just Gave Oil Bulls The Biggest Gift Ever By Coordinating The SPR Release
IEA just announced the largest ever strategic petroleum reserve (SPR) release in history: 400 million bbls.
 • HFI Research
(Public) A Lesson From History: Oil Markets Always Trade To Extremes
The 2020 oil market setup can teach us a lot about the framework for understanding the “extreme” nature of the oil market.
 • HFI Research
(Public) My Latest Thoughts On The Oil And Natural Gas Market Amidst The Iran Conflict
Unprecedented, that’s the only way to describe everything that’s going on in the energy market today.
 • HFI Research
(Idea) Our Updated E&P Spreadsheet And What It's Telling Us Now
By: Jon Costello
 • HFI Research
(Public) US Shale Is Not Coming To The Rescue
US shale is not coming to the rescue.
 • HFI Research
(WCTW) Why Aren't Oil Prices At $100?
This time is certainly different.
 • HFI Research
A Fascinating Situation Is Unfolding In Natural Gas
The Iran conflict has gripped the global energy markets by surprise, and while everyone fixates on the disruptions to the oil market, the natural gas…
 • HFI Research
(Idea) Calumet Shares Sell Off Despite A Brightening Outlook
Previous write-ups on :
 • HFI Research
(Public) Iran Conflict And The Impact On Global Energy Markets (Q&A Format)
The US and Israel launched a joint attack on Iran this weekend.
 • HFI Research

February 2026

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