Sitemap - 2022 - HFI Research

US Oil Demand Starts To Respond To Lower Prices

Natural Gas Gets Taken To The Woodshed

What OPEC+ Production Cut?

What We Are Seeing Today Is A Mass Market Wide Liquidation

Energy Stocks Are Poised To Rally Into 2023

Natural Gas Bulls Get Rug Pulled As Weather Models Trend Bearish

US Crude Storage Outlook - Year-End Shenanigans

2023 Is When The Rubber Meets The Road For The Oil Market

Trade Alert - Going Long CVE, SU, MEG, BTE, OXY

December Oil Data So Far Is Quite Revealing Of Where We Are Headed

Oil Rallies In The Face Of Bearish Data As China Returns To The Oil Market

Speculators Really Did Screw The Pooch On Oil, Part 2

Natural Gas Bulls Rejoice As Bullish Weather Arrives

Momentum Begets Momentum, Speculators Are Screwing The Pooch On This One For The Oil Market

US Crude Storage Outlook - Volatile Crude Exports Push Crude Storage Higher This Week

Here Are My Predictions

A Major Speed Bump In The Midst Of A Structural Oil Bull Market

Natural Gas Market Needs Bullish Weather

Trade Alert - Exiting Trading Positions In Oil And NG Portfolio

US Crude Storage Outlook - Big Draw

What In The World Is Going On With The Energy Markets?

Now The Oil Market Makes A Bit More Sense

US Oil Demand In September Is Above 2019, But Concerns Remain

Natural Gas Weather Roulette Is Back In Full Force

We Have A Crude Problem

US Crude Storage Outlook - The End Of SPR Is Near

Oil Is At An Important Crossroads

A Very Bullish Scenario Coming For Natural Gas

Don't Be A Hero

Oil Data Remains Convincingly Bullish But The Price Action Is Not

What Is Going On With Natural Gas?

Something Really Strange Is Happening To The Oil Market

Is This It? Is This The Green Light?

Memo - Happy 4-Year Anniversary

Cautiously Optimistic Is Still The Name Of The Game

China Won't Be Returning To The Oil Market This Year

Memo - Acceptance

US Crude Storage Outlook - SPR Release Strategy Failed

Publication Schedule Update - Traveling

Join my new subscriber chat

This Is Where I Think We Are Headed Into Year-End

This Chart Will Drive The Oil Story In 2023

Natural Gas Won't Get Any Relief Until The Weather Outlook Changes

US Shale Growth Isn't What It Used To Be

US Crude Storage Outlook - We Better Start Building Products Or Else

If Oil Does What We Think It Will In 2023, Then Energy Companies Are Going To Have A Real First World Problem

For The Oil Market, The China Variable Is Just A Matter Of When Not If

Natural Gas - It's In Mother Nature's Hands Now

Better To Be Lucky Than Good

Telling It Like It Is

Trade Alert - Exiting Antero Resources

Oil - If It Wasn't Obvious Before, It Is Obvious Now

Get Long Now

Memo - Sacrifice

US Natural Gas Prices Fall Along With Europe, But Winter Is Coming

This Indicator Has Always Worked For The Oil Market

US Crude Storage Outlook - Expect A Bullish Report

The Path Forward Is Uncertain, But You Need To Be Prepared

This Can Only Mean One Thing For The Oil Market Going Forward

Russian Crude Exports Are Falling And Saudis Are Dead Serious About Higher Prices

US Crude Storage Outlook - Expect A Big Build This Week

Natural Gas Prices Are Bottoming Despite Near-Term Weakness

Once China Reopens, Oil Prices Are Going Way Higher

Memo - Risk

The Great Divergence Is Back

What Can The US Do In Response To OPEC+?

Oil: The Facts Have Changed

Natural Gas Bottom Is Near Despite Surging Production

US Crude Storage Outlook

What To Expect From OPEC+?

US Oil Demand Drops In July As Original Demand Worries Remain Valid

Memo - Asymmetry

This Is Not Going To End Well

Trade Alert - Long Antero Resources

It's Almost Time To Start Getting Bullish Natural Gas Again

I Am Probably Early But I Am Getting Really Bullish

Here's My Game Plan

Oil Market Is Coiling

US Oil Demand Is Not Anywhere Near As Bad As The Weekly Data Is Suggesting

Don't Expect Upward Pressure In Natural Gas In The Near-Term

Memo - Change

The Oil Bears Threw The Kitchen Sink And If Oil Refuses To Break Lower, Then We Are Headed Higher

US Crude Storage Outlook - Commercial Crude Balance Won't Build Too Much

This Is The Final Leg, Chaos Is Coming

China Will Return And When It Does, You Know What That Means For The Oil Market

Something Clicked In The Market Today

Trade Alert - Re-Entering All Trading Positions

Natural Gas Market Can Support The Recent Production Increase

Global Oil Supply & Demand Update September 2022

US Crude Storage Outlook - Builds Are Coming

I Like What I Am Seeing

Don't Fight The Market

Lower 48 Gas Production Gains Again As Shoulder Season Demand To Keep A Lid On Prices

Oil: What Does The Market Know That We Don't?

OPEC+ Production Cut - A Symbolic Gesture But A Powerful One

The Oil Market Is Stuck Between A Rock And A Hard Place

Oil Demand Is Bad? Nah, Just Bad Data

Something Is Amiss

Trade Alert - Exiting All Energy Trading Positions

US Crude Storage Outlook - SPR Release Is Slowing Down

Natural Gas Prices Look To Be Peaking For The Near Term

Trade Alert - Closing Out AR

Oil Market Has Bottomed With The Physical Oil Signals Going Higher

Oil And Energy Stocks Start To Bottom As The Market Catches Onto The Irony Of The Demand Data

Freeport Delayed Again While European Natural Gas Continues To Surge Into The Stratosphere

Here Is What You May Or May Not Know About Oil Demand Going Into 2023

Global Oil Market Supply & Demand Outlook For 2023

Take A Step Back, What Would Have Happened If The US Didn't Use SPR This Year?

US Crude Storage Outlook - Crude Exports Set To Remain Elevated

The Rally Of The Junk Is Over And What This Means For Energy Stocks Going Forward

US Oil Demand Starts To Bottom And What This Means For Oil And Energy Stocks

US Gas Supplies Drop And European Gas Prices Combined Send Henry Hub Higher

What's Going On In The Oil Market Today?

US Crude Storage Outlook - Crude Export Jump Sets Stage For Large Crude Draw But All Eyes Will Still Be On Demand

These Two Charts Tell Me Everything I Need To Know About Where Oil And Energy Stocks Are Headed

The Market Price Action The Last Two Days Tell You Everything You Need To Know About Where We Are Headed

US Oil Demand Starts To Bottom And Heading Higher Going Forward

Refining Margins Stage Full Reset Leaving The Door Open For Demand To Start Rebounding

For The Natural Gas Market, There's Nothing Bullish Near Term

Physical Oil Market Tightness Dissipates As Global Refineries Enter Fall Maintenance

US Crude Storage Outlook - Timing Mismatch Expected To Show Massive Drop In Crude Exports But That's Not The Norm

This Is Where I Think The Market Is Headed

US Gasoline Demand Falls Below 2020 But There Are Far More Questions Than Answers

Natural Gas Market Loosens As Lower 48 Production Tops 98 Bcf/D

These Are The Key Drivers For The Oil Market

US Crude Storage Outlook - Demand, Demand, Demand

US Oil Production Surprised To The Downside, So Where Is It Headed?

Peak Power Burn Combined With Rising Production Will Cap US Natural Gas Prices In The Near Term

US Gasoline Demand Rebounds But The Market Needs More Data To Be Convinced That The Bottom Is In

Revising Our Global Oil Supply & Demand Model: 2nd Half Of 2022 Has Loosened

Natural Gas: Peak Power Burn Demand Soon

Heads Up: Saudi Materially Increases Crude Exports In July

US Crude Storage Outlook - The Only Figures That Matter Are The Demand Ones

The Oil Market Is Kind Of Doing Everything We Hoped For

This Is Going To Be A Headwind For The Oil Market For The Rest Of The Year

Natural Gas Production Finally Picks Up And What This Means Going Forward

Energy Investors Must Be Aware Of These Things

US Crude Storage Outlook - All Eyes On Demand

Russian Crude Exports Start To Fall And What It Means For The Oil Market

There's A Time To Be Greedy When Others Are Fearful, Now Is One Of Those Times

US Oil Demand Is Far From Perfect And More Data Is Needed

US Natural Gas Prices Back On The Uptrend

Oil Prices Remain Volatile But The Lower Band Is Near

Putin Is Hellbent On Sending Europe Into A Recession And What It Means For US Gas Prices

Energy Stocks Are Stupid Cheap

US Crude Storage Outlook - Low Crude Exports Push Crude Storage Higher, But This Is Temporary

Memo - Intensity (Part 2)

The Oil Market Is In The Process Of Testing The Lower Band And Why It's So Important For Energy Investors

Will Russia Finally Show Signs Of Production Loss?

US Natural Gas Fundamentals Tighten Once Again

Trade Alert - Long BTEGF, MEGEF, CVE, SU

The Market Is Painting A Picture And We Would Be Fools To Ignore It

US Crude Storage Outlook - All Eyes On Demand

Despite A Horrible Finish To Q2, Energy Investors Should Remain Confident On The Outlook Going Forward

Natural Gas Market Flips Into Surplus And Why Prices Are Falling

The Oil Market Is Going To Be Rangebound

Don't Rush To Buy The Dip, It's Going To Be A Slow Summer

The Natural Gas Bull Market Lost Steam But Trend Is Unchanged

The Physical Oil Market Is So Tight

Energy Stocks Take A Brutal Hit, Where To Next?

Oil Price Sell-Off Won't Last Based On These Signals

Bottom Of The 2nd Inning - What Signs To Look For On Oil

Natural Gas Market Tightness Shrinks

We Are In For A Massive Bear Market Rally

US Crude Storage Outlook - 80 Million Bbls And Counting

Where Are Energy Stocks Headed Now?

Natural Gas Demand Remains Incredibly Strong

Let's Not Fool Ourselves Here, The Oil Market Tightness Is Getting Thinner

OPEC+ Won't Be Fooling Anyone Anytime Soon

Natural Gas Prices Blunted By LNG Demand Loss But Fundamentals Remain Tight

Here's Where I Think Oil Is Headed

Bottom Of The 2nd Inning - What Signs To Look For On Oil

US Crude Storage Outlook - Commercial Crude Storage Will Build If Exports Don't Keep Up

This Is A Tough Macro Environment We Are Entering So Prudence Is Needed

LNG Export Reduction Will Keep Natural Gas Tamed For Now

US Oil Demand Starting To Recover But More Is Needed

Memo - Intensity

Natural Gas Price Rise Has Been Stunning But There Is Still More To Go

Oil Prices Did Move Higher But We Need To Be Cautiously Optimistic

US Oil Storage Data Is Still Overwhelmingly Bullish, Demand Just Needs To Pick Up

Can OPEC+ Even Open The Floodgate?

Natural Gas Production Is Picking Up, But Prices Are Likely To Head Higher Still

The European Union Just Put The Finishing Touch On The Structural Oil Bull Thesis

US Crude Storage Outlook - Incredible, We Are Drawing Crude

No Real Drop In Russian Crude Exports, What Gives?

US Oil Demand Is Not Great, There's No Other Way To Put This

Oil Signals Continue To Scream Higher

Natural Gas Rockets Higher And It Should Continue To Do So

Natural Gas Rockets Higher And It Should Continue To Do So

China's Oil Demand Is Back, Oil Is Headed Higher

This Is Where I Think The Market Is Headed

US Crude Storage Outlook - SPR Won't Solve The Product Deficit

Think Longer-Term Here, What Happens To Russian Oil Production From Here On Out?

Oil Is Going To $125

Antero Resources Is Going To Keep Outperforming Peers In The Natural Gas Sphere

Suncor Management Team Is Asking To Be Kicked Out

It's Hard To Believe, But Natural Gas Should Go A Lot Higher From Here

Don't Sleep On Meg Energy, The Intentions Are Very Clear

The Oil Structural Supply Deficit Thesis Is Underway