HFI Research | Substack

With the end of winter upon us, I just don't see the bull case for natural gas this year. There are really 3 main drivers for why that is: Lower 48 production continues to churn higher despite weakening prices. Natural gas storage is well above the 5-year average, but more…

22 hr ago

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First and foremost, I think it would be an extremely arrogant thing to say that the things happening in macro land will not impact oil demand. Like all…

Mar 20

For the week ending March 17, we have a crude draw of 5.69 million bbls. This is after adjusting for a potential +5.25 million bbl added via adjustments…

Mar 20

Natural gas prices have risen decently well thanks to colder-than-normal weather on the horizon. But with Spring coming, natural gas storage draws will…

Mar 16

Since the end of 2022, our messaging has been consistent: survive Q1. Sadly, we are barely surviving. WTI has fallen below the critical $69-$71 support…

Mar 15

We are halfway through March and crude export data from Russia is coming in hot. Russian crude exports are back to the Jan highs, and while this is…

Mar 14

For the week ending March 10, we have a crude build of 2.23 million bbls.

Mar 13

To put it bluntly, the Fed f***ed around, and we all found out the ramifications. I am certain all of you are aware of the current banking crisis that…

Mar 13

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