HFI Research
Latest Issues
(WCTW) Non-OPEC Supply Growth Isn't Coming To The Rescue For The Global Oil Market
The energy community has been so focused on the conflict in the Strait of Hormuz that everyone is missing a bigger theme unfolding: the end of non-OPEC supply growth.
The energy community has been so focused on the conflict in the Strait o...
Here's My Game Plan For The Oil Trade (October 27)
Please see the previous game plan articles:
Please see the previous game plan articles:
Where Is The Bottom For Natural Gas?
Natural gas prices have been obliterated over the past week, as early November forecasts point to one of the warmest starts on record.
Natural gas prices have been obliterated over the past week, as early November forecasts point to one of...
(Important) First Principles: It Was Always Crude Oil
I think the market had its fun now.
I think the market had its fun now. The flavor of the month is starting to fade. The recent megacluster escort out of the Oman Lane is falling flat on the ground. Instead of attacking tankers that are in...
Memo - Let The Bloodbath Begin
Free subscribers can use the 1-time unlock feature to read it.
By: Wilson
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Contrarian investment research - current focus: Energy
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