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HFI Research

HFI Research

Contrarian Investment Research - Energy (Oil & Natural Gas)

Platform
Substack
PricingFreemiumPublishesDaily
Issues1127SubscribersRead hfir.com

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#192
Substack
/Finance(Free)
#21
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Natural Gas - A Structural Tailwind

The situation with natural gas requires a lot more attention.

7 days ago
13
2
Paid

(WCTW) The IEA Just Gave Oil Bulls The Biggest Gift Ever By Coordinating The SPR Release

IEA just announced the largest ever strategic petroleum reserve (SPR) release in history: 400 million bbls.

8 days ago
26
0
Paid

(Public) A Lesson From History: Oil Markets Always Trade To Extremes

The 2020 oil market setup can teach us a lot about the framework for understanding the “extreme” nature of the oil market. Here’s a quick history lesson from someone who was in the middle of it.

9 days ago
35
3

(Public) My Latest Thoughts On The Oil And Natural Gas Market Amidst The Iran Conflict

Unprecedented, that’s the only way to describe everything that’s going on in the energy market today.

10 days ago
57
3

Authors

The writers behind this newsletter.

  • HFI Research

    Contrarian investment research - current focus: Energy

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