(Guest) ConocoPhillips - Uplift From Hidden CITGO Refining Value
This article is public.
HFI Research
Contrarian Investment Research - Energy (Oil & Natural Gas)
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Everything You Need To Know About The Oil Market Today
I’ll try to make your life as easy as possible with this article.
The Oil Shortage The Market Is Still Underpricing, Part II
By: Jon Costello
(WCTW) An Unsustainable Equilibrium
Lower oil-on-water will hit onshore inventories soon; the oil deficit is clearly unsustainable.
(MEMO) Memo - The Fun Is Just Getting Started
Oil is caught between the battle of giants. Who wins?
Oil Math Update - Where Are We And Where Are We Headed
The global oil market today is sitting around a -3 to -4 million b/d deficit.
(WCTW) The Oil Market's Turning Point
Geopolitically speaking, what happens in the next few weeks will have important ramifications for the oil market for years to come.
(Public) The Importance Of Fujairah And Why It Is An Inevitable Escalation Point For The Global Oil Market
Ship-to-ship transfers, I am sure you have read something along those lines by now.
Memo - It's Now Or Never (Part 2)
By: Wilson
(Idea) Suncor Energy - Strong Q2 Results Despite Operational Challenges
By: Jon Costello
A Comprehensive Update On Natural Gas
The natural gas market warrants a lengthy update, as there’s a lot to cover today.
(Public) All Eyes On The Oil Market For The Next 48 Hours
Politically and fundamentally, we are now in the final innings of this “fork in the road” in the Iran war.
(WCTW) The Importance Of Fujairah And Why It Is An Inevitable Escalation Point For The Global Oil Market
Ship-to-ship transfers, I am sure you have read something along those lines by now.