HFI Research

Oil Storage Math - The Draws Are Underway

My advice to you is simple: follow the signal.

Apr 16 • HFI Research

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My Updated Thoughts On The US/Iran Development This Weekend And The Impact On The Oil Market

We have a lot of ground to cover in this update.

Apr 13 • HFI Research

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Oil Demand Destruction Is Coming, It's Too Little Too Late

We have three high conviction views on the oil market today.

Apr 10 • HFI Research

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March 2026

The Strait Of Hormuz Disruption - Oil Supply Math Points To A Longer Crisis Than The Market Expects

By: Jon Costello

Mar 26 • HFI Research

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Oil Market In Charts - What Does The Disruption In Strait Of Hormuz Look Like?

Most of you are already familiar with the lack of tanker flows we’ve shared.

Mar 13 • HFI Research

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January 2026

Geopolitics Return In The Oil Market With Vengeance, Venezuela First And Iran Next?

The start to this year is unlike any other year we’ve seen.

Jan 9 • HFI Research

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December 2025

It's Getting Extreme Out There

Negative sentiment in the oil market is unlike anything I've seen before.

Dec 20, 2025 • HFI Research

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(Guest Post) Dr. Anas Alhajji - Debunking The Oil Myth: Trump’s Venezuela Policy And The Quest For Strategic Dominance

Editor’s Note: We are not geopolitical experts.

Dec 19, 2025 • HFI Research

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Oil Is Incredibly Cheap

Markets are approaching extremes. Yes, the time is near.

Dec 12, 2025 • HFI Research

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The Strength In US Crude Oil Production Continues To Amaze Me

US crude oil production continues to defy gravity.

Dec 10, 2025 • HFI Research

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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…

Dec 5, 2025 • HFI Research

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November 2025

US Crude Oil Production Has Peaked And Why This Is Important For The Global Oil Market Balance

In the EIA’s petroleum supply monthly released today, it confirmed that US crude oil production for September hit an all-time high of ~13.844 million…

Nov 29, 2025 • HFI Research

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