HFI Research
Latest Issues
Memo - AI Fatigue
By: Wilson
By: Wilson
It's Here
The inevitable escalation is here and what happens to the oil market when the shuttle trade falters.
Stationary tankers have not been attacked since the start of the Iran war. Why? This is a dramatic step up the escalation ladder. Followin...
Peak Hormuz
Ship-to-ship transfer is maxed out. The oil shuttle flow volume is going lower.
On Sept 28, I wrote an article titled, “The Oman Lane Flow Is Giving The Oil Market A False Sense Of Stability.” Market participants began pointing out that Om...
(WCTW) Releasing SPR Now Is Like Throwing Water Bottles At A Burning House
The US announced last Tuesday that it would release the final ~40 million bbl tranche of the SPR (172 million bbls total).
The US announced last Tuesday that it would release the final ~40 million bbl tranche of the SPR (172 million bbls t...
China Cancels Product Exports And What It Means For The Global Oil Market
It’s déjà vu again.
It’s déjà vu again.
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Contrarian investment research - current focus: Energy
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