HFI Research
Latest Issues
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.
In the past month, I’ve spent more time than I like on geopolitics. As I’ve said in the past, geopolitics usually falls into the grey area. I have never found it particula...
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:
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:
(Idea) Suncor Energy - Another Dazzling Quarterly Performance
By: Jon Costello
By: Jon Costello
(Public) Mach Natural Resources - Q1 2026 Reinforces The Value Case At A Mid-Teens Yield
By: Jon Costello
Mach Natural Resources LP (MNR) reported first-quarter 2026 results on May 7, the first clean look at the company’s performance since its IKAV and Sabinal acquisitions closed last September. I added units at $12.69 in earl...
(WCTW) Let Them
If the market will only care when an outright oil shortage shows up, then so be it.
Price drives narrative. At least that’s what’s happened to the energy community in the past week or so. The consecutive successive attempts by Axios and th...
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Contrarian investment research - current focus: Energy
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