HFI Research

HFI Research

Home
Notes
Chat
WCTW
Public
Oil
Natural Gas
Ideas
EIA
Memo
Trades
About
(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…
 • HFI Research
(Idea) Espriella Becomes The Next Colombian President, This Is Very Bullish For Colombian Oil Producers
Abelardo de la Espriella just won the Colombian presidential election.
 • HFI Research
(WCTW) The New Oil Order
With the Strait of Hormuz under its control, Iran becomes the world’s most powerful oil producer.
 • HFI Research
Natural Gas Enters The Pivotal Cooling Demand Season
Natural gas prices have gone absolutely nowhere in the past month as the market digests the incoming cooling demand projections.
 • HFI Research
Oil Market Update - Strait Of Hormuz Reopens On June 19?
When does the deficit get resolved? What are the assumptions? Is it too late for oil inventories in the West?
 • HFI Research
Memo - Walk Down Memory Lane
Lessons from a guy who went through some rough periods in the oil market.
 • HFI Research
(Public) Mach Natural Resources - Income Set To Rise With Oil
By: Jon Costello
 • HFI Research
(WCTW) Gaslighting The Oil Market
The market has somehow convinced everyone that inventory draws can replace the ~11 million b/d of production shut-in. What a success story this has…
 • HFI Research
(Public) Memo - Max Bearish
By: Wilson
 • HFI Research
The Oil Market Has Never Been This Mispriced
There’s a funny distinction amongst oil specialists.
 • HFI Research
(Idea) A Record-High Stock Market Is Heading Into An Oil Supply Shock
By: Jon Costello
 • HFI Research
(WCTW) It's All Or Nothing For The Oil Market
My variant perception of the oil market today can be best described by the following:
 • HFI Research
© 2026 HFI Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture