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Jon Costello (Ideas From HFI Research)

A subsidiary of HFI Research. Jon Costello is the author of all the reports.

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The Oil Shortage The Market Is Still Underpricing, Part II

By: Jon Costello

(Public) The Oil Shortage The Market Is Still Underpricing, Part I

By: Jon Costello

(Idea) Transocean's Second Quarter Was Better Than It Looked

By: Jon Costello

(Idea) Hess Midstream - The 2028 Volume Reset Looks Worse Than It Is

Please see 2025 write-up titled: (Idea) Hess Midstream - A Potential Acquisition Target For Chevron

(Idea) Suncor Energy - Strong Q2 Results Despite Operational Challenges

By: Jon Costello

(Idea) Obsidian Energy - Attractive Valuation, Unproven Growth

By: Jon Costello

(Idea) Calumet - It's Time To Trim

Please read previous CLMT write-up: (Idea) Calumet - Big Upside If The Market Prices The RIN Windfall

(Idea) Greenfire Resources - The Stock Is Undervalued

Please also read: (Idea) Greenfire Resources - One Of Our Favorite Energy Names

(Idea) Suncor Energy - Elevated Refining Margins Support A Higher Valuation

By: Jon Costello

(Idea) Occidental Petroleum - Recent Deleveraging Strengthens The Investment Case

Occidental 2024 write-up (public)