Sitemap - 2023 - HFI Research
US Crude Storage Outlook - Draw
Short Squeeze In Oil But Not So Fast
(Important) Our Top E&P Stock Picks For 2024
(Public) US Oil Production Is A Lot More Fluff Than Substance
US Crude Storage Outlook - Build
Natural Gas - Close But Not Yet
(MEMO) Memo - It Can't Be That Simple
We Cannot Blame It All On Sentiment, Oil Market Fundamentals Are What They Are
US Crude Storage Outlook - Build But With A Caveat
(Public) Natural Gas - This Is Bad
(WCTW) Speculators Vs OPEC+, We Know How The Story Ends
(Public) Emotions Run Wild As Oil Bulls Question Their Existence
(Guest Post) Back To Earth: Reality Of The Energy Transition
(Update) US Crude Storage Outlook - Big Draw
(Idea) International Petroleum Corp
Emotions Run Wild As Oil Bulls Question Their Existence
The Oil Market Healing Process Continues
(Idea) Canadian Natural Resources
US Crude Storage Outlook - Another Build
(Public) Natural Gas - It's Just Not Meant To Be
(WCTW) Swing Buyer Vs Swing Producer
Oil Sand Operators Have Significant Upside
A Realistic Look At The Oil Market Balance In 2024
US Crude Storage Outlook - Build But
Oil Price Sensitivity Analysis For Baytex, Crescent Point, Cardinal, Bonterra, And Whitecap
Elevated Natural Gas Production Will Cap The Upside
(WCTW) Speculators Are Back At It Again, When Will They Learn?
US Crude Storage Outlook - Flat
Suncor's Turnaround Is Underway And We Like It
Everyone Is Scratching Their Heads When It Comes To The Oil Market
Our Take On The Crescent Point Energy Acquisition Of Hammerhead
Is An OPEC+ Coordinated Cut Coming?
(Public) When Is A Supply Cut Not Really A Supply Cut?
(WCTW) Oil Market Is Back To Its Regularly Scheduled Programming
Cenovus Energy Turns The Corner
Natural Gas - Nothing Too Exciting Just Yet
(Public) EIA's Oil Data Is Creating More Confusion Than Clarity
US Crude Storage Outlook - Interesting
(Guest Post) Saudi Arabia’s Delicate Balancing Act in the Oil Market
(WCTW) Oil's Dilemma - Stalemate
Natural Gas Jumps As Heating Demand Gets An Early Start
US Oil Data Is Far From Great, But It's Also Not As Bad As You Think
US Crude Storage Outlook - The End Of Maintenance Season
(WCTW) Oil Continues To Climb The Wall Of Worry (Part 2)
(Public) There Is Way Too Much Misinformation On US Oil Production
Global Oil Supplies Have Peaked For The Year, All Eyes On Demand Now
Trade Alert - Selling Meg Energy And Going Long More CVE And OXY
US Crude Storage Outlook - Draw
There Is Way Too Much Misinformation On US Oil Production
(Public) What To Make Of The Current Geopolitical Situation (Israel) And What It Means For Oil?
US Oil Demand Is Shockingly Bad
The Natural Gas Market Is At A Major Turning Point
Crude Tightness Pushing Refining Margins Lower
US Crude Storage Outlook - Expect Lower US Crude Exports Ahead
(WCTW) What To Make Of The Current Geopolitical Situation (Israel) And What It Means For Oil?
Natural Gas Just Got A Whole Lot More Interesting
What To Make Of This Oil Sell-Off?
US Crude Storage Outlook - Yes, Yes, Yes
OPEC+ Crude Exports Rebound, Should You Be Worried?
A Very Important Update On US Oil Production (Part 2)
What Will It Take For Natural Gas Prices To Break Higher?
This Is No Time For Celebration, The Oil Rally Is Just Getting Started
US Crude Storage Outlook - Looking Tight
(WCTW) The Oil Market Is Not Ready For What's Coming
(Public) Is US Oil Production Surging?
One Potential Catalyst In 2024 That Only One Firm Is Talking About
US Crude Storage Won't Build In Maintenance Season
(Guest Post) China Is Starting To Release SPR
US Crude Storage Outlook - Crude Draw Returns But Focus Is On Product Demand
(WCTW) Oil Continues To Climb The Wall Of Worry
(MEMO) Memo - How You Do Anything Is How You Do Everything
(IDEA) Why TC Energy Is A Better Buy Than Enbridge
OPEC+ Mid-Month Update: On Track And On Pace
US Crude Storage Outlook - Build For Now
E&P Valuation Tracking Sheet Updated And Price Targets For Our Holdings
(WCTW) A Pause Before We Go Higher
US Oil Data Is A Lot Better Than It Looks (Part 3)
US Crude Storage Outlook - More Draws
Natural Gas - Where Do I Even Start
Saudi And Russia Announces Production Cut To Year-End, What Happens Now?
A Very Important Update On US Oil Production
Trade Alert - Going Long Another Tranche Of Bonterra
US Oil Data Is A Lot Better Than It Looks (Part 2)
US Crude Storage Outlook - On Pace
(WCTW) What Does The Road Ahead Look Like?
Physical Gas Balance Is Far Tighter Than It Meets The Eye
US Oil Data Is A Lot Better Than It Looks
US Crude Storage Outlook - Big Draws Are Here
(WCTW) Waiting Will Always Be The Hardest Part
(Public) OPEC+ Mid-Month Update - Two Words: Holy Sh*T
(IDEA) MPLX - One Of The Best MLPs
Natural Gas Peak Summer Demand Is Behind Us, No Catalyst Till Winter
What Will It Take For Oil Prices To Breakout?
US Crude Storage Outlook - More Draws
OPEC+ Mid-Month Update - Two Words: Holy Sh*T
The Oil Market Is Uncomfortably Sustainable
(Guest Post) Anas Alhajji's Oil Market Outlook For 2023 - 2024
Positive Momentum Is Accelerating For Oil
US Crude Storage Outlook - Build This Week But Draws Return
An Interesting Development Is Happening In The Oil Market
Don't Fight The Saudis (Part 2)
Market Fundamentals Are Still Not Enough To Push Natural Gas Prices Even Higher
Largest Weekly US Crude Storage Draw On Record And More To Come
US Crude Storage Outlook - Monster Draw
OPEC+ Follows Through As Oil Market Tightening Is Underway
Cenovus Energy Shares Crawl Out Of The Doghouse
Trade Alert - Selling ATH For BNE.TO
What Are My Concerns Today For The Oil Market?
US Oil Inventory Data Remains Mixed, Higher Demand Figures Are Needed To For Oil To Break Higher
Saudi Voluntary Cut Will Last Into Year-End
US Crude Storage Outlook - Crude Draw But All Eyes On Gasoline Demand
Natural Gas Is Sitting In The Comfort Zone
Trade Alert - Buying More CVE And SU
Saudi Voluntary Cut Will Last Into Year-End
For The Oil Market, The Inflection Point Is Here
US Crude Storage Outlook - Important Weeks Ahead
What Does Natural Gas Look Like For 2024?
2024 Global Oil Supply & Demand Balance Favors The Bulls
OPEC+ Mid-Month Update: Saudi And Russia Are Following Through
Natural Gas Tailwinds Remain Elusive
Subscriber Note: Publication Schedule To Resume To Normal On Wednesday
US Crude Storage Outlook - Temporary Dip In Crude Export Pushes Crude Storage Higher
Oil Is Asymmetrically Positioned To The Upside
A Glorious Setup Is Coming For Oil
Natural Gas Fundamentals Are Turning The Corner
Global Oil Supply & Demand Update For July 2023
US Crude Storage Outlook - All About Demand
Rubber Meets The Road: Let's See How Serious Saudi Is About Increasing Oil Prices
Oil Continues To Be Stuck In No-Man's Land And What Needs To Happen To Change That
Natural Gas Production Is Likely To Disappoint To The Downside
US Crude Storage Outlook - Big Crude Draw
Tech's Rally Is Almost Over And What That Means For Energy Stocks
Iran Is Already Back On The Market
Oil Data Is Turning But Not Turning Fast Enough
Is Natural Gas Turning The Corner?
Invite your friends to read HFI Research
Let's Slow It Down And Think A Little Longer Term Here
US Crude Storage Outlook - Crude Build Due To Low Exports
Natural Gas - Nothing To See Here, Move Along
My Contrarian Senses Are Tingling
Iran Oil Deal Back On Table, What's The Impact To The Oil Market?
Let's Be Real About The Oil Market
Is Natural Gas Production Peaking?
US Crude Storage Outlook - Builds
The Oil Market Is At The Inflection Point For 2023
US Oil Production And Demand Both Surprise To The Upside
US Natural Gas Storage To Exceed 2020 Peak
US Crude Storage Outlook - Crude Imports Surge
I Will Attempt To Decipher This Oil Market But It's Like Pulling Your Hair Out
Memo - I Don't Understand How Anyone Can Think This Time Is Any Different
Oil Data Continues To Fly In The Face Of Skeptics
US Crude Storage Outlook - Draw
For Natural Gas Bulls, The Wait Isn't Long Now
The Market Is Making A Big Mistake Here On Oil
2023 Is Shaping Up To Be The Inverse Of H2 2022
US Oil Demand Is Trending In The Right Direction, So It's Only A Matter Of Time
US Crude Storage Outlook - SPR Release Pushes Crude Storage Higher, All Eyes On Products Again
Natural Gas Market Remains In Surplus But Positive Catalysts Are On The Horizon
China's Oil Demand Recovers But More Is Needed, Part 2
Oil 101 - Don't Fight The Saudis
Suncor Energy - Better Days Ahead
China's Oil Demand Recovers But More Is Needed
Product Draw Surprises To The Upside, US Oil Demand Continues To Be Better Than Expected
US Crude Storage Outlook - Build From SPR, All Eyes On Demand
Natural Gas - Fundamental Balances Remain Very Bloated
The End Of US Shale Oil Is Near And The Birth Of The Supercycle
MEG Energy - Cash Flow Suffers In Q1 But Is Set To Improve In The Second Half
What's Going On With The Oil Market?
Transocean: First-Quarter Results Show Increasing Dayrates Are Set To Drive Shares Higher
Natural Gas Production Hits An All-Time High, Precisely The Exact Opposite Outcome Bulls Want
US Crude Storage Outlook - Demand, Demand, Demand
My Predictions For The Rest Of 2023
Cenovus Energy: Strengthening Oil Market Trumps A Weak Operating Performance
Oil Data Looks Far Better Than Meets The Eye
Natural Gas - Not All Hope Is Lost
For Energy Companies, It's Time To Either Get Big Or Get Out
US Crude Storage Outlook - Larger Than Expected
What Should We Expect From OPEC+ Next Month?
Oil Is Stuck In No-Man's Land... For Now
Shorting Natural Gas Is Not A One-Sided Bet, But It Doesn't Make It An Attractive Long Either
US Crude Storage Outlook - Baby Draw But All Eyes Still On Products
Here's How I'm Looking At The Oil Market
The Oil Market Is Headed For A Severe Deficit
It's Funny, Oil Market Has The Exact Opposite Setup Vs Last Year
LNG Gas Exports Surge But It's Still Not Enough
US Crude Storage Outlook - Crude Exports Drop
The Oil Market Doesn't Believe The OPEC+ Cut
US Oil Demand Is Starting To Surprise To The Upside And What It Means Going Forward
US Crude Storage Outlook - Draws
Rubber Meets The Road, OPEC+ Announces Production Cut And What It Means Going Forward
US Oil Storage Data Trends Bullish, But More Is Needed To Change Sentiment
US Crude Storage Outlook - Turning The Corner?
Natural Gas - Is It Time To Buy?
Making The Argument For An Asymmetric Setup In Oil
Physical Market Needs To Do The Heavy Lifting If Oil Is To Get Out Of Its Slump
Oil Inventories Turn The Corner As We Approach Q2
Natural Gas - I Just Don't See It
Should You Be Worried About The Oil Market?
US Crude Storage Outlook - Big Week
Natural Gas Fundamentals Remain Loose
What Does Global Oil Supply & Demand Look Like Without The Expected Russian Oil Production Loss?
US Crude Storage Outlook - We Need To See Product Storage Draw
Thinking Out Loud - What To Make Of The Market Going Forward?
Global Oil Inventories Have Started To Turn The Corner
Our Latest View On Natural Gas For The Year
US Oil Demand Is Not As Bad As It Looks
Natural Gas - Lower Prices Will Cure Lower Prices
Here's The Problem I Think We Should All Acknowledge About The Oil Market
Thoughts On EIA's Adjustment Update
Here's The Problem I'm Still Seeing In The Oil Market
Athabasca - Exactly What We Wanted
Trade Alert - Long ATH.TO, CVE, And SU
Oil - It's Time To Get Serious
Natural Gas - Can Strong Power Demand Come To Its Rescue?
Baytex Doubles Down On Eagle Ford And Our Take On It
Buy Canadian Heavy Oil Producers Part 2
US Crude Storage Outlook - Elevated Exports Are Coming To The Rescue
Thinking Out Loud - We Survived So Far, We Are Almost There
Oil Fails To Gain Traction As Q1 Builds Continue
Let's Get Even More Specific About Demand, It's Jet Fuel
Don't Buy The Dip In Natural Gas
At The End Of The Day, It's Just All About Oil Demand
Cenovus Energy - Not As Bad As It Looks
Suncor - It's Time To Be Somebody
For Oil Bulls, It's All About Surviving Q1
Natural Gas Gets No Relief Despite Freeport Returning
The Oil Bull Thesis In Numbers
What To Expect For Russian Crude Exports Going Forward?
Oil Should Continue To Rally On The Strength Of China's Return
Is The Market Too Bearish On Natural Gas?
US Crude Storage Outlook - Crude Is Going To Be A Build, But Products Will Be The Focus
China Played The Oil Market But They Are Back
China's Oil Demand Remains Elusive For Now
Thinking Out Loud - What Am I Seeing This Year?
Oil Inventories Start Q1 With Builds And What To Expect Going Forward
OPEC+ Exports Fall In January But Russia Defies Gravity
US Shale Oil Production Is Getting Gassier
Don't Buy The Dip In Natural Gas Just Yet
Buy Canadian Heavy Oil Producers
Memo - One Of The Key Things I've Learned About Myself Over The Years
If These Two Variables Pan Out, It's A Matter Of How High Oil Prices Can Go
Thinking Out Loud - What Am I Seeing This Year?
US Crude Storage Outlook - Crude Is Set For A Draw
What To Expect For Natural Gas This Year
A Green Light Signal Flash For The Oil Market
US Product Storages Start The Year With Low Builds And What That Means Going Forward
The Start Of The 3rd Inning - It's Time To Go Back On Offense
If These Two Variables Pan Out, It's A Matter Of How High Oil Prices Can Go
Russia Has So Far Defied All Expectations
US Crude Storage Outlook - All Eyes On Product Storage Still
Watch This Signal To Know If You Should Buy More Energy Exposure
Global Oil Inventories Are Starting 2023 With Builds But For How Long?
Natural Gas Continues To Get Pummeled As The Weather Outlook Offers No Relief
US Crude Storage Outlook - Crude Storage To Build In Q1, But All Eyes On Products
The China Reopening Trade Is Real And What It Means For Energy Investors
Tried And Tested, US Oil Production Exit Hits Our Target
Oil Market Starts The Year With A Whimper
Natural Gas Prices Crater To Start The Year As Weather Remains Warmer Than Normal
The Start Of The 3rd Inning - It's Time To Go Back On Offense