Sitemap - 2024 - HFI Research
Fundamentally, The Natural Gas Market Is Moving In The Right Direction
(Public) An Alarming Trend Is Developing In US Shale Oil Production
US Crude Storage Outlook - Small Draw
(WCTW) An Alarming Trend Is Developing In US Shale Oil Production (Part 2)
Is A Multi-Year Natural Gas Bull Market In The Making?
Repeat After Me, This Is Not A Real OPEC+ Cut
An Alarming Trend Is Developing In US Shale Oil Production
US Crude Storage Outlook - Draw
Something Really Interesting Is Happening In China
(WCTW) Oil Pullback Is Here But The Weakness Is Not Over Yet
(Public) Memo - The Long-Term Is Made Up Of Short-Term Events
This Is How I See The Oil Market Playing Out For The Rest Of 2024
US Crude Storage Outlook - EIA Still Owes Us Barrels
(Public) LNG Gas Export Drop Sends The Natural Gas Market Back Into Surplus
(WCTW) Geopolitics Is The Biggest Distraction To The Oil Bull Thesis
Geopolitics Dangle The Prospects Of Higher Oil Prices, But Fundamentals Lag
(Public) Memo - A Journey Down Memory Lane And The Crawl Back Up
Trade Alert - Saying Goodbye To MEG Energy And Athabasca
(Public) Natural Gas Market Is Tightening But It Will Take Time
(Update) US Crude Storage Outlook - Big Build But EIA Owes Us
Trade Alert - Selling CVE And SU In The HFI Portfolio
(Important) Our E&P Coverage Universe Ranked By Reserve NAV Per Share
Just How Real Is The Saudi Cut?
Oil Prices Hit The Top Of The Range, So What's Next?
There Is Hope Afterall For The Natural Gas Market
US Crude Storage Outlook - Build But With A Big Caveat (Week ending 3/29/24)
(Public) US Oil Production Is A Lot Uglier Than You Think
(Idea) Ferrellgas Partners - An Interesting MLP Idea
The Importance Of Differentiating Between Near-Term Signals And Long-Term Signals
US Crude Storage Outlook - Draw But With A Caveat
Trade Alert - Exiting Most Of Our Long Positions In The Oil And Natural Gas Trading Portfolio
(Important) Oil Price Forecast Change And E&P Valuation Sheet Update
Our Natural Gas Market Signals Turn Bullish For The First Time In A Long Time
(Public) Energy Stocks Should Greatly Benefit As Oil Moves Into Rangebound Territory
(Public) US Crude Storage Outlook - Big Draw
(WCTW) Energy Stocks Set To Materially Outperform Their Tech Counterparts
(Important) Energy Stock Write-Up Directory Q1 2024
(Public) This IEA Oil Market Report Reeks Of Political Motivation
Someone Pinch Me Because This Doesn't Feel Real
US Crude Storage Outlook - Almost The End
(Public) Natural Gas Prices Will Remain Low To Force Tighter Balances In Shoulder Season
(WCTW) The Risk Is To The Upside
Memo - Closer To The End Than The Beginning
(Public) Asking For A Friend, Does The OPEC+ Production Cut Really Matter?
Hitchhiker's Guide To E&P Valuation: Building Value As A Small Company
(Idea) Strathcona Resources (Part 2)
Back On Track, This Is A Good Sign
Memo - Like Staring Into The Abyss And Eating Glass
(Public) Natural Gas Balance Flips To A Deficit As EQT Joins The 'Production Cut Gang'
US Crude Storage Outlook - Market Needs To See Large Product Draws Or Else
(WCTW) Asking For A Friend, Does The OPEC+ Production Cut Really Matter?
(Important) The Hitchhiker's Guide To E&P Valuation + Commentary On Baytex
(Public) US Oil Production And There Are Far More Questions Than Answers
It's Just Not Drawing Fast Enough
US Crude Storage Outlook - Build
Natural Gas Prices Have Bottomed But Don't Expect A Price Surge
(WCTW) Rangebound Year For Oil So Invest Accordingly
(Public) Hemisphere Energy - One Of Our Favorite Names
Product Draws Offset Crude Build But More Is Needed
US Crude Storage Outlook - Small Build But Products In Focus
(Public) Chesapeake Plays The Role Of OPEC, Will It Be Enough For Natural Gas?
(Idea) Cenovus Energy Q4 Analysis
(Public) Don't Be Fooled By The IEA's 2024 Global Oil Market Balance Projection
Oil Inventories Build, All Eyes On Balances Going Forward
(Idea) Diamondback And Endeavor
Where Is The Bottom For Natural Gas?
US Crude Storage Outlook - Big Build
(Important) Wow, That's All I Can Say
(Public) Physical Oil Market Signals Are Pointing To Higher Oil Prices
What Happens To Oil Storage In The Next 2 Months Will Play A Pivotal Role For The Rest Of 2024
Natural Gas Flirts With $2 As Market Brushes Off Incoming Cold
US Crude Storage Outlook - Build
(WCTW) At Some Point, This Won't Last
(Public) The Ugly Truth About US Oil Production And Why You Should Pay Attention
The Tide Is Turning In The Oil Market
You Can Tell By The Commentary What Kind Of Market We Are In
US Crude Storage Outlook - Counterseasonal
(WCTW) Natural Gas Is Just Nothing But Heartbreaks
(Important) Our New E&P Valuation Sheet
(Public) Q1 Starts With A Bang As Oil Inventories Draw
It's Not All Doom And Gloom For Natural Gas
US Crude Storage Outlook - Volatile Week, Expect Nothing Less
(Idea) Cenovus's Selloff Is A Buying Opportunity
(Guest Post) Global Oil Demand: Asia Vs. The West
The Market Is Far Too Bearish On Oil
There's A Large Disconnect In Demand Figures
US Crude Storage Outlook - Build But Wait
(Public) Interesting Development In Natural Gas Land
TMX Is Coming And What It Means For Our Heavy Oil Producers
(Idea) Spartan Delta: One Of Our Favorite Natural Gas-Weighted E&Ps
US Crude Storage Outlook - Ugly Comp Last Year
(Public) It's Been A While But Natural Gas Is Finally Getting Some Help
Suncor Energy Starting To Deliver
(Public) Don't Be Distracted By Year-End Data, Look Ahead
It Isn't All Bearish For Natural Gas After All
The Rangebound Process Continues