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(Idea) Greenfire Resources - One Of Our Favorite Energy Names
At US$75 per barrel WTI and production at 21,500 bbl/d, GFR can generate C$120 million in free cash flow, or ~20% FCF yield.
 • HFI Research
Oil Is Incredibly Cheap
Markets are approaching extremes. Yes, the time is near.
 • HFI Research
The Incredible Natural Gas Sell-Off And Where Is The Bottom?
Weather, weather, weather.
 • HFI Research
The Strength In US Crude Oil Production Continues To Amaze Me
US crude oil production continues to defy gravity.
 • HFI Research
(Idea) Antero Resources Makes A Smart Acquisition
By: Jon Costello
 • HFI Research
Insane Natural Gas Volatility: What's Going On?
Winter weather trading in natural gas is not for everyone.
 • HFI Research
Addressing The Elephant In The Room - Where The Hell Is The Oil Surplus?
Q4 2025 is coming to a close soon, and there’s one thing all oil market participants must acknowledge: this quarter was not as oversupplied as initially…
 • HFI Research
(Guest Post) Oil In 2026: Narrative Vs Reality - Why The Oil Market Is So Confused By Dr. Anas Alhajji
Editor’s Note: The consensus has been overly bearish on the oil market in 2025 and Dr.
 • HFI Research and Anas Alhajji
(WCTW) A Watershed Moment Is Coming For The Oil Market In 2026
The Saudis convinced the rest of OPEC+ to undergo an oil capacity audit. This is the watershed moment for the global oil market.
 • HFI Research
(Macro) Chemical Sector Part 3 - Lessons From Past Cycles And How They Apply To Today's Chemical Stocks
By: Jon Costello
 • HFI Research
(Public) Sable Offshore Will Run Out Of Money By January
Federal support? There's nothing coming.
 • HFI Research
Here's How I'm Looking At The Natural Gas Market
Here’s a quick snapshot of the latest developments in the natural gas market:
 • HFI Research
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