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HFI Research

HFI Research

Contrarian Investment Research

Platform
Substack
PricingFreemiumPublishesDaily
Issues808SubscribersRead hfir.com

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#165
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#23
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/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

E&P Valuation Sheet Updated

We've updated all of the E&Ps in our coverage using $70 and $75/bbl WTI.

a month ago
4
1
Paid

Oil Prices Ignore Bullish Inventory And Physical Market Changes

Like clockwork, oil prices are down again on Friday.

a month ago
11
0
Paid

IEA Continues To Overstate 2025 Oil Market Surpluses With Unrealistic Supply Growth Assumptions

Not the first time, but Q4 balances are better than expected.

a month ago
7
0
Paid

Suncor Energy's Turnaround Is Paying Off

Editor's Note: Sorry Jon, I'm stealing the "idea" spotlight on this one.

a month ago
0
0
Paid

Authors

The writers behind this newsletter.

  • HFI Research

    Contrarian investment research - current focus: Energy

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