# ![@HFI_Research Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4337909658.png) @HFI_Research HFI Research

HFI Research posts on X about $soc, oil, gas, stocks the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::4337909658/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4337909658/c:line/m:interactions.svg)

- [--] Week [-------] +530%
- [--] Month [-------] +48%
- [--] Months [---------] +109%
- [--] Year [---------] -30%

### Mentions: [--] [#](/creator/twitter::4337909658/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4337909658/c:line/m:posts_active.svg)

- [--] Month [--] -98%
- [--] Months [---] +114%
- [--] Year [---] +22%

### Followers: [------] [#](/creator/twitter::4337909658/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4337909658/c:line/m:followers.svg)

- [--] Week [------] +0.23%
- [--] Month [------] +1.40%
- [--] Months [------] +6.50%
- [--] Year [------] +13%

### CreatorRank: [-------] [#](/creator/twitter::4337909658/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4337909658/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [us election](/list/us-election) 

**Social topic influence**
[$soc](/topic/$soc), [oil](/topic/oil), [gas](/topic/gas), [stocks](/topic/stocks), [china](/topic/china), [bullish](/topic/bullish), [$cve](/topic/$cve), [$su](/topic/$su), [$megto](/topic/$megto), [matterhorn](/topic/matterhorn)

**Top accounts mentioned or mentioned by**
[@joncostello](/creator/undefined) [@hfiresearch](/creator/undefined) [@energycynic](/creator/undefined) [@illiniprogrammr](/creator/undefined) [@unintendedcons5](/creator/undefined) [@mikefritzell](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@crudeoil231](/creator/undefined) [@paulomacro](/creator/undefined) [@anasalhajji](/creator/undefined) [@mikeumbro](/creator/undefined) [@fasttradeking](/creator/undefined) [@marketplunger1](/creator/undefined) [@ctrlopenbracket](/creator/undefined) [@investingichina](/creator/undefined) [@djpickleball](/creator/undefined) [@gringoinvesting](/creator/undefined) [@patchnhrd](/creator/undefined) [@jasonstrom84409](/creator/undefined) [@nstepmum](/creator/undefined)

**Top assets mentioned**
[Sable Offshore Corp. (SOC)](/topic/$soc) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Suncor Energy, Inc. (SU)](/topic/$su) [Exxon Mobil (XOM)](/topic/$xom) [Arweave (AR)](/topic/$ar) [Veren Inc. (VRN)](/topic/$vrn) [Baytex Energy Corp. (BTE)](/topic/$bte) [Alibaba Group (BABA)](/topic/$baba) [Validity (VAL)](/topic/$val) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Canton (CC)](/topic/$cc) [California Resources Corporation (CRC)](/topic/$crc) [TRONOX LIMITED CL A ORDINARY SHARES (TROX)](/topic/$trox) [Convex Finance (CVX)](/topic/$cvx) [EQT, Corp. (EQT)](/topic/$eqt) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Transocean LTD. (RIG)](/topic/$rig) [PolkaBridge (PBR)](/topic/$pbr) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [AdvanSix Inc. (ASIX)](/topic/$asix) [Borr Drilling Limited (BORR)](/topic/$borr) [Uniris (UCO)](/topic/$uco) [Range Resources, Corp. (RRC)](/topic/$rrc) [Morgan Stanley (MS)](/topic/morgan-stanley) [April (APRIL)](/topic/april) [RAMP (RAMP)](/topic/ramp) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Mach Natural Resources LP (MNR)](/topic/$mnr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Brent 1-2 timespreads back to the highs. 3-2-1 crack spread inching higher. (Note: Divide chart by 3) The physical market isn't sounding any alarm bells"  
[X Link](https://x.com/anyuser/status/2021635163894296781)  2026-02-11T17:19Z 74.2K followers, 13.9K engagements


"When in doubt triple down. Quadruple down. All in IEA digging that grave deeper than ever"  
[X Link](https://x.com/anyuser/status/2022226100680794130)  2026-02-13T08:27Z 74.2K followers, 21.2K engagements


"Instead of finding ways to help the US shale industry which literally pulled the world out of a structural supply deficit they are spending all this time in Venezuela. Simultaneously they want even lower oil prices and US shale is rolling over. 🤷♂ In an interview at a Chevron facility in Venezuela Secretary Wright tells me we will see pretty significant [--] 40% growth in Venezuelan oil production this year. https://t.co/BhnrrhgEQp In an interview at a Chevron facility in Venezuela Secretary Wright tells me we will see pretty significant [--] 40% growth in Venezuelan oil production this year."  
[X Link](https://x.com/anyuser/status/2022346089681359060)  2026-02-13T16:24Z 74.2K followers, 25.3K engagements


"At the current pace of inventory draw we are headed for triple digit oil prices. China has been strategically draining crude inventory and shunning crude on the open market. But this won't persist and it presents a [--] mb/d of tailwind. https://seekingalpha.com/article/4464612-at-the-current-global-supply-and-demand-deficit-we-will-see-100bbl-oil-soon https://seekingalpha.com/article/4464612-at-the-current-global-supply-and-demand-deficit-we-will-see-100bbl-oil-soon"  
[X Link](https://x.com/HFI_Research/status/1455687289745522689)  2021-11-03T00:04Z 73.7K followers, [---] engagements


"With Nordstream [--] dead Europe is going to be structurally short natural gas for many years to come. That whole gas-to-oil switching demand is here to stay. Not to mention probably a good time to add to any name with European gas exposure. Yes $VET Im looking at you"  
[X Link](https://x.com/HFI_Research/status/1496344590361989120)  2022-02-23T04:42Z 74.1K followers, [---] engagements


"The Oil Structural Supply Deficit Thesis Is Underway https://hfir.substack.com/p/the-oil-structural-supply-deficitutm_source=twitter&sd=fs https://hfir.substack.com/p/the-oil-structural-supply-deficitutm_source=twitter&sd=fs"  
[X Link](https://x.com/HFI_Research/status/1526998341258596352)  2022-05-18T18:49Z 74.2K followers, [---] engagements


"EIA reported that the U.S. implied gasoline demand on a 4-week basis is now below [----]. This raises far more questions than answers as all the other empirical data suggests otherwise. https://seekingalpha.com/article/4529321-us-gasoline-demand-falls-below-2020-but-there-are-far-more-questions-than-answers https://seekingalpha.com/article/4529321-us-gasoline-demand-falls-below-2020-but-there-are-far-more-questions-than-answers"  
[X Link](https://x.com/HFI_Research/status/1554976711967535104)  2022-08-03T23:45Z 74.2K followers, [---] engagements


"I see WCS getting even tighter. Here's why. The article link below from January also explains it"  
[X Link](https://x.com/HFI_Research/status/1658891485134352385)  2023-05-17T17:45Z 73.9K followers, [----] engagements


"Uh oh the emperor has no clothes. Adjustment for November came in at -315k b/d. Effective US oil production is [------] million b/d 😨"  
[X Link](https://x.com/anyuser/status/1752775493756321974)  2024-01-31T19:26Z 74.2K followers, 79.1K engagements


"$JOY https://www.hfir.com/p/idea-journey-energy https://www.hfir.com/p/idea-journey-energy"  
[X Link](https://x.com/HFI_Research/status/1790627208668832010)  2024-05-15T06:16Z 74.2K followers, 18.6K engagements


"(Idea) Logan Energy - A Smallcap Name Worth Your Time $LGN https://www.hfir-ideas.com/p/idea-logan-energy-a-smallcap-name https://www.hfir-ideas.com/p/idea-logan-energy-a-smallcap-name"  
[X Link](https://x.com/HFI_Research/status/1837148342054527152)  2024-09-20T15:14Z 73.7K followers, [----] engagements


"@EnergyCynic Acquisition not all organic. +24k boe/d from that acquisition. https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-announces-closing-strategic-bolt https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-announces-closing-strategic-bolt"  
[X Link](https://x.com/HFI_Research/status/1850865390769115416)  2024-10-28T11:41Z 74.2K followers, [---] engagements


"Jon Costello head of Ideas from HFI Research recently bought $ARX. Here's his article on why he chose Arc over $EQT https://www.hfir-ideas.com/p/idea-why-i-bought-arc-resources https://www.hfir-ideas.com/p/idea-why-i-bought-arc-resources"  
[X Link](https://x.com/HFI_Research/status/1852710465186693576)  2024-11-02T13:52Z 73.9K followers, [----] engagements


"Kudos to Jon Costello He's the head of ideas generation at HFI Research and on Oct [--] he published his piece on $FNMAS. The Fannie Mae Preferreds shot up by 69% today. You can read his article here on why he thought it was attractive. https://www.hfir-ideas.com/p/idea-a-trump-victory-fannie-mae-preferreds https://www.hfir-ideas.com/p/idea-a-trump-victory-fannie-mae-preferreds"  
[X Link](https://x.com/HFI_Research/status/1854350311072391559)  2024-11-07T02:29Z 74K followers, [----] engagements


"IEA Continues To Overstate [----] Oil Market Surpluses With Unrealistic Supply Growth Assumptions https://www.hfir.com/p/iea-continues-to-overstate-2025-oil https://www.hfir.com/p/iea-continues-to-overstate-2025-oil"  
[X Link](https://x.com/HFI_Research/status/1857066106021658994)  2024-11-14T14:20Z 74.2K followers, 18.5K engagements


"We've updated all of the E&Ps in our coverage using $70 and $75/bbl WTI. https://www.hfir.com/p/e-and-p-valuation-sheet-updated https://www.hfir.com/p/e-and-p-valuation-sheet-updated"  
[X Link](https://x.com/HFI_Research/status/1857636747192185114)  2024-11-16T04:08Z 74.1K followers, 26.6K engagements


"I have read most of the feedback on $GXE latest press release. You will get more answers once the information circular is sent out. In the meantime I will answer some of the obvious questions"  
[X Link](https://x.com/HFI_Research/status/1863798757974061310)  2024-12-03T04:13Z 74.1K followers, [----] engagements


"Agreement with the buyer prevents us from disclosing their name in the press release. Once we file the arrangement agreement on SEDAR you will know or I can tell you. $GXE @HFI_Research Who was the buyer @HFI_Research Who was the buyer"  
[X Link](https://x.com/HFI_Research/status/1863801284228497449)  2024-12-03T04:23Z 74.1K followers, 41.3K engagements


"Wow. Thats incredible. This is going to change natural gas trading forever. Google just. broke SOTA weather prediction with a. diffusion model 😮 or rather an ensemble of [--] or more predictions and open sourced it Beating the current SOTA called ENS at 97% of [----] combinations of predictions and 99% of lead times of greater than [--] hours. https://t.co/yJkjvmeb2s Google just. broke SOTA weather prediction with a. diffusion model 😮 or rather an ensemble of [--] or more predictions and open sourced it Beating the current SOTA called ENS at 97% of [----] combinations of predictions and 99% of lead"  
[X Link](https://x.com/HFI_Research/status/1864617084547944795)  2024-12-05T10:25Z 74.1K followers, 13.5K engagements


"Cenovus Energy was the buyer. $GXE Agreement with the buyer prevents us from disclosing their name in the press release. Once we file the arrangement agreement on SEDAR you will know or I can tell you. $GXE Agreement with the buyer prevents us from disclosing their name in the press release. Once we file the arrangement agreement on SEDAR you will know or I can tell you. $GXE"  
[X Link](https://x.com/HFI_Research/status/1865223933428961635)  2024-12-07T02:36Z 74.1K followers, 40.7K engagements


"At what point do you say "Shit maybe we are just a little off on our modeling""  
[X Link](https://x.com/HFI_Research/status/1869655020133863762)  2024-12-19T08:04Z 74.2K followers, 102.2K engagements


"Polymarket is putting the chance of Trump tariffing Mexico/Canada at 20%. With Canadian crude imports near an all-time high the odds of a tariff on Canadian crude imports is low in my opinion"  
[X Link](https://x.com/anyuser/status/1879989890697556390)  2025-01-16T20:31Z 74.2K followers, 31.4K engagements


"(WCTW) The Biggest Story In Energy Is About To Get Bigger Material disappointment in US oil production will garner all the attention from the investment community. https://www.hfir.com/p/wctw-the-biggest-story-in-energy https://www.hfir.com/p/wctw-the-biggest-story-in-energy"  
[X Link](https://x.com/HFI_Research/status/1889781597131415640)  2025-02-12T21:00Z 74.2K followers, 29K engagements


"Natural gas prices are popping based on this latest outlook. Another polar vortex in March My goodness"  
[X Link](https://x.com/HFI_Research/status/1892253658508624081)  2025-02-19T16:43Z 74.2K followers, 31.6K engagements


"Good god almighty. That is crazy"  
[X Link](https://x.com/HFI_Research/status/1892301042533970020)  2025-02-19T19:51Z 74.2K followers, 28.8K engagements


"So Exxon bought Pioneer with depleted tier [--] inventory but wants to push Permian production to [---] million boe/d. How much gas and NGL in that mix 🤦♂"  
[X Link](https://x.com/HFI_Research/status/1899562910168567898)  2025-03-11T20:47Z 74.1K followers, 23.2K engagements


"No One Is Going To Care About Oil Fundamentals Until Something Breaks https://www.hfir.com/p/no-one-is-going-to-care-about-oil https://www.hfir.com/p/no-one-is-going-to-care-about-oil"  
[X Link](https://x.com/anyuser/status/1900300021632770316)  2025-03-13T21:36Z 74.2K followers, 32.6K engagements


"Associated natural gas production is far outpacing the growth we are seeing from the crude side. The divergence became abundantly clear at the start of 2024"  
[X Link](https://x.com/HFI_Research/status/1902404424460546441)  2025-03-19T16:58Z 74K followers, 38.5K engagements


"Bullish on natural gas Are coal stocks one way to play it @Jon_Costello_ takes a look at $CNR https://www.hfir-ideas.com/p/idea-core-natural-resources https://www.hfir-ideas.com/p/idea-core-natural-resources"  
[X Link](https://x.com/HFI_Research/status/1906259065539629282)  2025-03-30T08:15Z 74.2K followers, [----] engagements


"(Public) Canadian Natural Resources - Always Go With The Best $CNQ https://www.hfir-ideas.com/p/public-canadian-natural-resources-eff https://www.hfir-ideas.com/p/public-canadian-natural-resources-eff"  
[X Link](https://x.com/HFI_Research/status/1911837657484972375)  2025-04-14T17:43Z 74.1K followers, 21.1K engagements


"I cant find a single reason to be bullish a name like $LBRT. Drill baby drill is DOA"  
[X Link](https://x.com/anyuser/status/1912990871345348703)  2025-04-17T22:05Z 74K followers, 25.9K engagements


"(Idea) Mach Natural Resources - Natural Gas Torque With Income $MNR By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-mach-natural-resources-natural https://www.hfir-ideas.com/p/idea-mach-natural-resources-natural"  
[X Link](https://x.com/HFI_Research/status/1955472373613990325)  2025-08-13T03:31Z 74K followers, [----] engagements


"This is an excellent article on $LSEG. @patientinvestor https://t.co/OC3b6jqI7u @patientinvestor https://t.co/OC3b6jqI7u"  
[X Link](https://x.com/HFI_Research/status/1969378628518474067)  2025-09-20T12:30Z 74K followers, [----] engagements


"Ignore this at your own risk. US crude oil production according to our real-time data shows September production to be materially higher than July. EIA already reported July at an all-time high of [------] million b/d"  
[X Link](https://x.com/HFI_Research/status/1973603083855995030)  2025-10-02T04:16Z 74.2K followers, 140.9K engagements


"(Idea) ARC Resources - Conservative Play With Big Upside By: @Jon_Costello_ $ARX.TO https://www.hfir-ideas.com/p/arc-resources-conservative-play-with https://www.hfir-ideas.com/p/arc-resources-conservative-play-with"  
[X Link](https://x.com/HFI_Research/status/1979063082170159581)  2025-10-17T05:53Z 74.1K followers, [----] engagements


"We are making the article we wrote on Oct [--] on $SOC public. (Public) Sable Offshore - The End https://www.hfir.com/p/idea-sable-offshore-the-end https://www.hfir.com/p/idea-sable-offshore-the-end"  
[X Link](https://x.com/HFI_Research/status/1985494831024783683)  2025-11-03T23:50Z 74.2K followers, 24.5K engagements


"(Public) Mach Natural Resources Enters The Buy Zone $MNR By: @Jon_Costello_ https://www.hfir-ideas.com/p/public-mach-natural-resources-enters https://www.hfir-ideas.com/p/public-mach-natural-resources-enters"  
[X Link](https://x.com/HFI_Research/status/1988796099763843220)  2025-11-13T02:28Z 74.2K followers, [----] engagements


"EIA revised higher US crude oil production in its weekly reports. People are catching on but we were ahead of the curve on this as we noted this pick up back in August. Since then the data has reversed lower. This is why we made this article public. https://www.hfir.com/p/public-complete-reversal https://www.hfir.com/p/public-complete-reversal"  
[X Link](https://x.com/HFI_Research/status/1991048775444693229)  2025-11-19T07:39Z 73.9K followers, [----] engagements


"(Idea) AdvanSix - Lowest Cost Producer Trading At Half Of Book Value And Cycle Trough $ASIX By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-advansix-lowest-cost-producer https://www.hfir-ideas.com/p/idea-advansix-lowest-cost-producer"  
[X Link](https://x.com/HFI_Research/status/1991397300112138419)  2025-11-20T06:44Z 74.2K followers, 10.8K engagements


"(Idea) Antero Resources Makes A Smart Acquisition $AR By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-antero-resources-makes-a-smart https://www.hfir-ideas.com/p/idea-antero-resources-makes-a-smart"  
[X Link](https://x.com/HFI_Research/status/1998242938489536851)  2025-12-09T04:06Z 74.1K followers, [----] engagements


"(Idea) Suncor Energy - Stellar Operational Execution Will Continue To Drive Shares Higher $SU By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-suncor-energy-stellar-operational https://www.hfir-ideas.com/p/idea-suncor-energy-stellar-operational"  
[X Link](https://x.com/HFI_Research/status/2000780593542426882)  2025-12-16T04:10Z 73.9K followers, [----] engagements


"(Macro) Offshore Drilling Market Update $RIG $VAL $BORR $NE By: @Jon_Costello_ https://www.hfir-ideas.com/p/macro-offshore-drilling-market-update https://www.hfir-ideas.com/p/macro-offshore-drilling-market-update"  
[X Link](https://x.com/HFI_Research/status/2001830948154020009)  2025-12-19T01:44Z 74.2K followers, [----] engagements


"In October EIA petroleum supply monthly reported US crude oil production of [-----] million b/d with an adjustment of -394k b/d. Adjusting the adjustment due to government shutdown (export impacted) implied US crude oil production was [------] million b/d. Our estimate 13.542"  
[X Link](https://x.com/HFI_Research/status/2007666555946250262)  2026-01-04T04:13Z 73.7K followers, [----] engagements


"This is an older write-up but it gives you a good overview of $PBR. https://www.hfir.com/p/public-petrobras-primer https://www.hfir.com/p/public-petrobras-primer"  
[X Link](https://x.com/HFI_Research/status/2011526816339804676)  2026-01-14T19:52Z 73.8K followers, [----] engagements


"(Idea) Petrobras - Attractive Relative To Peers $PBR By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-petrobras-attractive-relative https://www.hfir-ideas.com/p/idea-petrobras-attractive-relative"  
[X Link](https://x.com/HFI_Research/status/2011527262559223924)  2026-01-14T19:54Z 73.9K followers, [----] engagements


"One word: Exxon. In [----] only the Delaware basin showed growth in L-48 onshore crude oil production with all other [--] major areas in decline Further inventory degradation + lower rig and frac spread counts + high shale decline rates = potentially lower production in all [--] areas in [----]. 🛢💰 https://t.co/q2SIhrVVAA In [----] only the Delaware basin showed growth in L-48 onshore crude oil production with all other [--] major areas in decline Further inventory degradation + lower rig and frac spread counts + high shale decline rates = potentially lower production in all [--] areas in [----]. 🛢💰"  
[X Link](https://x.com/HFI_Research/status/2012805222473551912)  2026-01-18T08:32Z 73.8K followers, 24.1K engagements


"I dont think people appreciate how crazy the #natgas market is going to get. Because of US shale weve neglected storage capacity build out due to material increase in production. What happens when a freeze-off shuts in the production Guess we will find out this weekend"  
[X Link](https://x.com/HFI_Research/status/2014150789976224108)  2026-01-22T01:39Z 73.7K followers, 53.2K engagements


"Everything You Need To Know About Natural Gas And Where We Are Headed #natgas https://www.hfir.com/p/everything-you-need-to-know-about-89d https://www.hfir.com/p/everything-you-need-to-know-about-89d"  
[X Link](https://x.com/HFI_Research/status/2015687033658949870)  2026-01-26T07:23Z 73.7K followers, 13.3K engagements


"Lower [--] #natgas production is down [--] Bcf/d from the peak. The problem is the cold won't dissipate until early Feb so overall production will remain lower. Canadian net gas imports spiked to offset some. LNG feedgas is down so net gas supplies are flat"  
[X Link](https://x.com/HFI_Research/status/2015837426401607802)  2026-01-26T17:21Z 73.7K followers, [----] engagements


"One month into the biggest surplus in the oil market since COVID and backwardation is steepening"  
[X Link](https://x.com/HFI_Research/status/2016196983279772029)  2026-01-27T17:09Z 74K followers, 13.7K engagements


"The natural gas market is in an interesting place. On one hand the market is pricing neutral to bearish storage balances into April. Assuming normalized weather post 2/6 EOS will be [---] Tcf by April. But if there's just [--] more week of cold it goes to [----] Tcf"  
[X Link](https://x.com/HFI_Research/status/2016208403279061131)  2026-01-27T17:55Z 73.9K followers, [----] engagements


"Weaker dollar helps this trade too but the colder than normal weather will help reduce the surplus expected in Q1. The oil market is always slow to price in weather-related risk factors. In this case it has not priced in any incoming cold. Heating-related demand will spike causing Q1 balances to be tighter than expected. Freeze-off on production will lower supplies. We are long $UCO. The oil market is always slow to price in weather-related risk factors. In this case it has not priced in any incoming cold. Heating-related demand will spike causing Q1 balances to be tighter than expected."  
[X Link](https://x.com/HFI_Research/status/2016279711698321447)  2026-01-27T22:38Z 73.9K followers, 13.4K engagements


"@MikeFritzell @kkmaway I think you are going to be directionally correct. Oil prices will need to reach the point of demand destruction. In [----] crude + products reached the equivalent of $185/bbl. Inflation-adjusted $200 all-in makes sense. These two charts guide the incoming supercycle"  
[X Link](https://x.com/HFI_Research/status/2016383031238656037)  2026-01-28T05:29Z 73.7K followers, [----] engagements


"Natural Gas Storage Math - Repeat Of [----] https://www.hfir.com/p/natural-gas-storage-math-repeat-of https://www.hfir.com/p/natural-gas-storage-math-repeat-of"  
[X Link](https://x.com/HFI_Research/status/2016415058994331920)  2026-01-28T07:36Z 73.9K followers, [----] engagements


"Dont tell IEA but prompt Brent 1-2 timespread is over $1 into expiry. +4 million b/d for Q1 they said"  
[X Link](https://x.com/HFI_Research/status/2016794533942743123)  2026-01-29T08:44Z 74K followers, 11K engagements


"We exited out of our $BOIL long position today. Im not a fan of this incoming pattern"  
[X Link](https://x.com/HFI_Research/status/2017326060480958730)  2026-01-30T19:56Z 74K followers, 45K engagements


"Flat prices are getting smoked but Brent timespreads are holding on. Less bullish weather is also impacting implied balances a bit for February. The key is for global visible oil inventories to show muted builds in Q1"  
[X Link](https://x.com/HFI_Research/status/2018242378998731115)  2026-02-02T08:37Z 74K followers, [----] engagements


"Oil getting sucked down by natural gas on the bearish weather revision. Crack spreads are down as heating-related demand gets revised down. Another freeze-off in Feb is unlikely so balances shift more bearish. Timespreads remain backwardated"  
[X Link](https://x.com/HFI_Research/status/2018353936307269924)  2026-02-02T16:00Z 74K followers, [----] engagements


"ECMWF-EPS 00z trended warmer in the back end of the model. Looking at the incoming weather setup we dont see a reason to buy the dip in natural gas just yet. Teleconnection signals remain biased to the bear side. No incoming cold risk in the ECMWF-EPS model. However we are also not shorting. Risk/reward is not attractive here. https://t.co/BnznUOuxOk Looking at the incoming weather setup we dont see a reason to buy the dip in natural gas just yet. Teleconnection signals remain biased to the bear side. No incoming cold risk in the ECMWF-EPS model. However we are also not shorting. Risk/reward"  
[X Link](https://x.com/HFI_Research/status/2018955427548196993)  2026-02-04T07:50Z 74K followers, [----] engagements


"(WCTW) The Massive Oil Surplus Narrative Will Collapse Soon (Part 2) https://www.hfir.com/p/wctw-the-massive-oil-surplus-narrative-7e1 https://www.hfir.com/p/wctw-the-massive-oil-surplus-narrative-7e1"  
[X Link](https://x.com/HFI_Research/status/2019131310569316473)  2026-02-04T19:29Z 74.1K followers, 11.3K engagements


"Super chart. Survive long enough (on Wall Street) and you will start to see the same things over and over. https://t.co/XNegUJfVM4 Survive long enough (on Wall Street) and you will start to see the same things over and over. https://t.co/XNegUJfVM4"  
[X Link](https://x.com/HFI_Research/status/2019660666848866528)  2026-02-06T06:33Z 74.1K followers, 22.9K engagements


"(Public) Chemours - Jon's Favorite Capital Cycle Investment Idea $CC By: @Jon_Costello_ https://www.hfir-ideas.com/p/public-chemours-jons-favorite-capital https://www.hfir-ideas.com/p/public-chemours-jons-favorite-capital"  
[X Link](https://x.com/HFI_Research/status/2019981132222329028)  2026-02-07T03:46Z 74.1K followers, [----] engagements


"Vitol: Global oil demand will likely continue to rise. At its height - expected in the mid-2030s - demand could reach around [---] million bpd and is likely to remain close to this level with only minimal decline by the end of the forecast - expected to be [--] million bpd higher than today. https://vitoloutlook.com/wp-content/uploads/2026/02/Vitol-long-term-oil-demand-outlook_Feb-2026.pdf https://vitoloutlook.com/wp-content/uploads/2026/02/Vitol-long-term-oil-demand-outlook_Feb-2026.pdf"  
[X Link](https://x.com/anyuser/status/2020984429045543130)  2026-02-09T22:13Z 74.2K followers, 33.3K engagements


"Someone went on Polymarket bought lottery tickets on the US bombing Iran and sent oil prices higher. What's stopping a hedge fund that's long oil from doing that"  
[X Link](https://x.com/anyuser/status/2021049693405687879)  2026-02-10T02:32Z 74.2K followers, 33.7K engagements


"Vitol said slower EV adoptions pushes peak oil demand back (112 million b/d mid-2030). But the report still notes close to an additional [--] million b/d of oil demand displaced by NEV. By [----] close to [--] million b/d of road fuel demand will be displaced by NEV"  
[X Link](https://x.com/anyuser/status/2021125873605411258)  2026-02-10T07:35Z 74.2K followers, 10.4K engagements


"(WCTW) What Does A Structural Oil Supply Deficit Look Like https://www.hfir.com/p/wctw-what-does-a-structural-oil-supply https://www.hfir.com/p/wctw-what-does-a-structural-oil-supply"  
[X Link](https://x.com/anyuser/status/2021315179225719220)  2026-02-10T20:07Z 74.2K followers, 14.7K engagements


"Oh buddy. 🙈"  
[X Link](https://x.com/HFI_Research/status/1492579888540250115)  2022-02-12T19:22Z 74.2K followers, [---] engagements


"(Public) Venezuela Regime Change And The Impact On The Oil Market https://www.hfir.com/p/public-venezuela-regime-change-and https://www.hfir.com/p/public-venezuela-regime-change-and"  
[X Link](https://x.com/HFI_Research/status/2007699088406671655)  2026-01-04T06:22Z 74.2K followers, 55.6K engagements


"+4 million b/d they said"  
[X Link](https://x.com/HFI_Research/status/2019108337137381453)  2026-02-04T17:58Z 74.2K followers, 12K engagements


"(Idea) Our Take On Transocean's Acquisition Of Valaris By: @Jon_Costello_ $RIG $VAL https://www.hfir-ideas.com/p/idea-our-take-on-transoceans-acquisition https://www.hfir-ideas.com/p/idea-our-take-on-transoceans-acquisition"  
[X Link](https://x.com/HFI_Research/status/2021046483039261021)  2026-02-10T02:20Z 74.2K followers, [----] engagements


"Russia's crude exports are dropping by the way. Down 500k b/d to 700k b/d m-o-m (month-to-date)"  
[X Link](https://x.com/anyuser/status/1602730705695277057)  2022-12-13T18:22Z 74.2K followers, [---] engagements


"(Public) OPEC+ Gameplan We made this article public. Paid subscribers received this on April [--]. https://www.hfir.com/p/public-opec-gameplan https://www.hfir.com/p/public-opec-gameplan"  
[X Link](https://x.com/HFI_Research/status/1918687003832377854)  2025-05-03T15:20Z 74.2K followers, 45.7K engagements


"(Public) Watch What They (OPEC+) Do Not What They Say https://www.hfir.com/p/public-watch-what-they-opec-do-not https://www.hfir.com/p/public-watch-what-they-opec-do-not"  
[X Link](https://x.com/HFI_Research/status/1929808629970112532)  2025-06-03T07:53Z 74.2K followers, 15.3K engagements


"$SOC PHMSA does not have restart authority. Federal Consent Decree remains in place which gives regulatory restart authority to OSFM. Theres also the [--] court day final restart plan submission with Geck. Theres no pipeline restart. https://www.dropbox.com/scl/fi/yraf419w3mb5d11dh7h06/Consent-Decree.pdfrlkey=3rdgd56lwcwmqyxnik2iupbjv&st=57rw19ko&dl=0 https://www.dropbox.com/scl/fi/yraf419w3mb5d11dh7h06/Consent-Decree.pdfrlkey=3rdgd56lwcwmqyxnik2iupbjv&st=57rw19ko&dl=0"  
[X Link](https://x.com/anyuser/status/2003462538684715443)  2025-12-23T13:47Z 74.2K followers, 10.4K engagements


"The oil market is always slow to price in weather-related risk factors. In this case it has not priced in any incoming cold. Heating-related demand will spike causing Q1 balances to be tighter than expected. Freeze-off on production will lower supplies. We are long $UCO"  
[X Link](https://x.com/HFI_Research/status/2014034145073111203)  2026-01-21T17:55Z 74.2K followers, 28.3K engagements


"Oil next 🤷♂"  
[X Link](https://x.com/HFI_Research/status/2021867852719173709)  2026-02-12T08:43Z 74.2K followers, 28.9K engagements


"Unaccounted for balance Q4 2025: +1.48 million b/d. 😭 Unaccounted for a reason lol When in doubt triple down. Quadruple down. All in IEA digging that grave deeper than ever. https://t.co/OR2YpQz6Pc When in doubt triple down. Quadruple down. All in IEA digging that grave deeper than ever. https://t.co/OR2YpQz6Pc"  
[X Link](https://x.com/anyuser/status/2022226651002916909)  2026-02-13T08:29Z 74.2K followers, 16.6K engagements


"$XLE is up 22% YTD. 🤷♂"  
[X Link](https://x.com/HFI_Research/status/2021867572871024663)  2026-02-12T08:42Z 74.2K followers, 29.1K engagements


"(Public) Primer On Investing In The Cyclical Chemical Sector The piece is a compilation of all the chemical-sector write-ups we published since October [----]. By: @Jon_Costello_ https://www.hfir-ideas.com/p/public-primer-on-investing-in-the https://www.hfir-ideas.com/p/public-primer-on-investing-in-the"  
[X Link](https://x.com/anyuser/status/2022518012780384298)  2026-02-14T03:47Z 74.2K followers, 12.7K engagements


"$PXD with a $2 billion share repurchase announcement. The era of stupid "grow at any cost" is ending #OOTT https://seekingalpha.com/pr/17358132-pioneer-natural-resources-company-announces-2-billion-common-share-repurchase-program https://seekingalpha.com/pr/17358132-pioneer-natural-resources-company-announces-2-billion-common-share-repurchase-program"  
[X Link](https://x.com/HFI_Research/status/1073326881389211648)  2018-12-13T21:20Z 73K followers, [--] engagements


"New Gear Energy investor presentations out. Steppe well results coming in slightly better than type curve. At $70 WTI average for H2 [----] (our forecast) $GXE.TO will generate another C$11 million in FCF. We remain very long and continues to be one of our favorite names"  
[X Link](https://x.com/HFI_Research/status/1148696475838246912)  2019-07-09T20:52Z 71.5K followers, [--] engagements


"Break above $6.89 puts $CVE on a path to $9. Disclosure: We are very long"  
[X Link](https://x.com/HFI_Research/status/1357380345935536128)  2021-02-04T17:27Z 72.9K followers, [--] engagements


"Technicals are starting to bottom for energy stocks. This is the first time we've added to our energy holdings since our cautious stance at the end of October. We took additional long exposure in $BTEGF $CVE and $SU today. https://seekingalpha.com/article/4473698-technical-indicators-are-starting-to-bottom-for-energy-stocks-and-why-we-bought-today https://seekingalpha.com/article/4473698-technical-indicators-are-starting-to-bottom-for-energy-stocks-and-why-we-bought-today"  
[X Link](https://x.com/HFI_Research/status/1467974112580550658)  2021-12-06T21:47Z 71.2K followers, [---] engagements


"We are definitely in the twilight zone now. Welcome to the twilight zone. https://t.co/bpWLkbGh0j Welcome to the twilight zone. https://t.co/bpWLkbGh0j"  
[X Link](https://x.com/HFI_Research/status/1476222662288424962)  2021-12-29T16:04Z 73.2K followers, [---] engagements


"$AR flexing on its peers"  
[X Link](https://x.com/HFI_Research/status/1519761930080071680)  2022-04-28T19:34Z 71.2K followers, [---] engagements


"I think we need to be honest about where we are headed in the oil market. Demand weakness is real and showing up in the data now. Global oil inventories showed builds in the last few weeks. Russia is not showing any signs of production loss. Don't see how we can go higher"  
[X Link](https://x.com/HFI_Research/status/1537129701986009088)  2022-06-15T17:47Z 73.3K followers, [---] engagements


"Lower [--] gas production. 🙈"  
[X Link](https://x.com/HFI_Research/status/1625212822887239682)  2023-02-13T19:18Z 73.3K followers, 58K engagements


"I would make the argument that IEA is very conservative on demand"  
[X Link](https://x.com/HFI_Research/status/1626649662538268672)  2023-02-17T18:27Z 72.7K followers, [----] engagements


"@In_Sapiens on the bandwagon. $BNE"  
[X Link](https://x.com/HFI_Research/status/1686112062609772544)  2023-07-31T20:30Z 73K followers, [---] engagements


"Massive drop in modified adjustment this week. It fell to 23k b/d down from [-----] million b/d last week"  
[X Link](https://x.com/HFI_Research/status/1686785314063609856)  2023-08-02T17:05Z 73.1K followers, [----] engagements


"The IEA was created to prevent the world from hurtling into an energy crisis. Except it is doing exactly that. Hypocrisy at its finest"  
[X Link](https://x.com/HFI_Research/status/1702381155134349375)  2023-09-14T17:57Z 71.1K followers, 14K engagements


"Whoever buys Endeavor is going to get a rude awakening"  
[X Link](https://x.com/HFI_Research/status/1733348538514559314)  2023-12-09T04:51Z 73K followers, 28.8K engagements


"(Idea) Baytex Energy - More Negatives Than Positives $BTE https://www.hfir-ideas.com/p/idea-baytex-energy-more-negatives https://www.hfir-ideas.com/p/idea-baytex-energy-more-negatives"  
[X Link](https://x.com/HFI_Research/status/1794202567079260299)  2024-05-25T03:03Z 73.3K followers, 14.2K engagements


"$ARX.TO https://www.hfir.com/p/idea-arc-resources https://www.hfir.com/p/idea-arc-resources"  
[X Link](https://x.com/HFI_Research/status/1803873967075397795)  2024-06-20T19:34Z 73K followers, [----] engagements


"Refinery throughput jumping to [----] million b/d is prompting another sell-off in the 3-2-1 crack spread. Crude timespreads on the other hand are getting a lift because of higher throughput going forward"  
[X Link](https://x.com/HFI_Research/status/1811105216298885595)  2024-07-10T18:28Z 73.2K followers, [----] engagements


"(Idea) Baytex Energy - Leaning Bearish Despite A Strong Second Quarter $BTE https://www.hfir-ideas.com/p/idea-baytex-energy-leaning-bearish https://www.hfir-ideas.com/p/idea-baytex-energy-leaning-bearish"  
[X Link](https://x.com/HFI_Research/status/1818766519045849149)  2024-07-31T21:51Z 71K followers, [----] engagements


"(Idea) Tourmaline Scores With Its Crew Energy Acquisition $TOU.TO $CR.TO https://www.hfir-ideas.com/p/idea-tourmaline-scores-with-its-crew https://www.hfir-ideas.com/p/idea-tourmaline-scores-with-its-crew"  
[X Link](https://x.com/HFI_Research/status/1823219608012394596)  2024-08-13T04:46Z 70.9K followers, [----] engagements


"(Public) Strathcona Resources - Our Favorite Name For The Incoming Multi-Year Oil Bull Market $SCR.TO https://www.hfir.com/p/public-strathcona-resources-our-favorite https://www.hfir.com/p/public-strathcona-resources-our-favorite"  
[X Link](https://x.com/HFI_Research/status/1823584221660934464)  2024-08-14T04:55Z 72.2K followers, [----] engagements


"(WCTW) A Short Squeeze In The Making But Pay Attention To The Signals After That https://www.hfir.com/p/wctw-a-short-squeeze-in-the-making https://www.hfir.com/p/wctw-a-short-squeeze-in-the-making"  
[X Link](https://x.com/HFI_Research/status/1835687907719541098)  2024-09-16T14:31Z 72.2K followers, [----] engagements


"I think given where speculator positioning is today if all [--] signals cooperate we should see WTI move to $80/bbl. https://www.hfir.com/p/wctw-oil-fundamentals-support-current https://www.hfir.com/p/wctw-oil-fundamentals-support-current"  
[X Link](https://x.com/HFI_Research/status/1843310003589202185)  2024-10-07T15:18Z 71.9K followers, 16.5K engagements


"@VanIsleInvestor Typically governance policies prohibit insiders from purchasing [--] hours after earnings"  
[X Link](https://x.com/HFI_Research/status/1852518531704955175)  2024-11-02T01:10Z 70.9K followers, [---] engagements


"@VanIsleInvestor At Gear we have a [--] blackout period post earnings. Im sure you can email Veren to ask what their policy is"  
[X Link](https://x.com/HFI_Research/status/1852537646582784087)  2024-11-02T02:26Z 70.9K followers, [---] engagements


"Theres a lot of confusion on the Gear deal so I will help to clarify something for shareholders. If you vote for cash and the shareholder vote is 50/50 (50% shareholders want cash and 50% want shares) you will receive C$0.607 in cash. $GXE"  
[X Link](https://x.com/HFI_Research/status/1865245986974810460)  2024-12-07T04:04Z 73.4K followers, [----] engagements


"What stage of the bull market $QUBT market cap of $1.56 billion Awarded $26k in contract from Nasa Has revenue of $311000 in the last [--] months. Yes $311000. Formerly called Innovative Beverage Group Holdings"  
[X Link](https://x.com/HFI_Research/status/1869129578805145793)  2024-12-17T21:16Z 73.1K followers, 111.8K engagements


"Not unexpected. We sold our $UCO position last week and published this note to subscribers yesterday. @HFI_Research And oil is down. @HFI_Research And oil is down"  
[X Link](https://x.com/HFI_Research/status/1877064772325196172)  2025-01-08T18:48Z 66.8K followers, [----] engagements


"Pounding The Table On Veren @Jon_Costello_ Explains Why He's Super Bullish (Part 2) $VRN https://www.hfir-ideas.com/p/idea-pounding-the-table-on-veren-cfa https://www.hfir-ideas.com/p/idea-pounding-the-table-on-veren-cfa"  
[X Link](https://x.com/HFI_Research/status/1881770524709425634)  2025-01-21T18:27Z 65.7K followers, [----] engagements


"(Idea) MPLX's Growth Is Exceeding Expectations $MPLX By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-mplxs-growth-is-exceeding-expectations https://www.hfir-ideas.com/p/idea-mplxs-growth-is-exceeding-expectations"  
[X Link](https://x.com/HFI_Research/status/1887029109026439568)  2025-02-05T06:42Z 66.4K followers, [----] engagements


"Implied US oil production this week was extremely weak. This is surprising because associated gas production hit an all-time high last week. Those Permian well results are going to look pretty disastrous"  
[X Link](https://x.com/HFI_Research/status/1889743077901795583)  2025-02-12T18:27Z 65.7K followers, 18.6K engagements


"Bottoming signals for crude"  
[X Link](https://x.com/HFI_Research/status/1890111780820770819)  2025-02-13T18:52Z 65.7K followers, 11.6K engagements


"$SOC @Jon_Costello_ chimes in on Sable Offshore. https://www.hfir-ideas.com/p/idea-sable-offshore https://www.hfir-ideas.com/p/idea-sable-offshore"  
[X Link](https://x.com/HFI_Research/status/1890313535877484889)  2025-02-14T08:14Z 71.5K followers, [----] engagements


"The market is efficient my ass. Natural gas is pricing in the cold risk. Oil is still 💤"  
[X Link](https://x.com/HFI_Research/status/1892301603278872810)  2025-02-19T19:53Z 65.8K followers, 14.7K engagements


"I think the JPM oil team is my favorite"  
[X Link](https://x.com/HFI_Research/status/1892829972064006191)  2025-02-21T06:53Z 65.9K followers, 23.2K engagements


"We launched the HFIR Natural Gas Portfolio today. We will look to add more names down the road. Holding 60% in cash. https://www.hfir.com/p/important-launching-the-hfir-natural https://www.hfir.com/p/important-launching-the-hfir-natural"  
[X Link](https://x.com/HFI_Research/status/1898095894735544543)  2025-03-07T19:38Z 71.5K followers, [----] engagements


"https://www.msn.com/en-us/money/news/pioneer-natural-ceo-scott-sheffield-on-trump-s-tariffs-impact-on-steel-business-and-oil-prices/vi-AA1AIaIhocid=finance-verthp-feeds https://www.msn.com/en-us/money/news/pioneer-natural-ceo-scott-sheffield-on-trump-s-tariffs-impact-on-steel-business-and-oil-prices/vi-AA1AIaIhocid=finance-verthp-feeds"  
[X Link](https://x.com/HFI_Research/status/1899567055709634612)  2025-03-11T21:04Z 71.2K followers, [----] engagements


"$BTU looks interesting here. Thoughts"  
[X Link](https://x.com/HFI_Research/status/1902814980443168915)  2025-03-20T20:10Z 73.6K followers, 13.9K engagements


"(Public) CNX Resources - Missing Out On The Natural Gas Bull Market Hedges all but eliminate the upside price potential. $CNX By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-cnx-resources-missing-out-on https://www.hfir-ideas.com/p/idea-cnx-resources-missing-out-on"  
[X Link](https://x.com/HFI_Research/status/1904958323247702355)  2025-03-26T18:07Z 73.5K followers, [----] engagements


"+959k b/d from OPEC+ by June and the market is doing this. Bears shouldn't feel good about this at all"  
[X Link](https://x.com/HFI_Research/status/1920537831098740751)  2025-05-08T17:54Z 73K followers, 36.3K engagements


"Strathconas offer for MEG is DOA. Theres a 0% chance this deal will go through. MEG can just use FCF grind down shares outstanding until a real premium shows up. $SCR.TO $MEG.TO"  
[X Link](https://x.com/HFI_Research/status/1923239438089355475)  2025-05-16T04:49Z 72.5K followers, 11.5K engagements


"(Idea) Borr Drilling By: @Jon_Costello_ $BORR https://www.hfir-ideas.com/p/idea-borr-drilling https://www.hfir-ideas.com/p/idea-borr-drilling"  
[X Link](https://x.com/HFI_Research/status/1923588771066622439)  2025-05-17T03:57Z 73.4K followers, [----] engagements


"We are updating all ECMWF-EPS updates on our chat for free. Link below. Meanwhile this is the latest ECMWF-EPS update. [----] TDDs Models continue to show a warmer-than-normal start to the cooling demand season. http://tinyurl.com/hfirchat http://tinyurl.com/hfirchat"  
[X Link](https://x.com/HFI_Research/status/1929626494693003274)  2025-06-02T19:49Z 70.9K followers, [----] engagements


"(Idea) Peabody Energy $BTU By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-peabody-energy-776 https://www.hfir-ideas.com/p/idea-peabody-energy-776"  
[X Link](https://x.com/HFI_Research/status/1943888784174743913)  2025-07-12T04:22Z 70.9K followers, [----] engagements


"(Idea) Borr Drilling - Yikes $BORR By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-borr-drilling-yikes https://www.hfir-ideas.com/p/idea-borr-drilling-yikes"  
[X Link](https://x.com/HFI_Research/status/1945540701300953474)  2025-07-16T17:47Z 73.4K followers, [----] engagements


"(Idea) Calumet - The Next Special Situation Idea $CLMT By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-calumet-the-next-special-situation https://www.hfir-ideas.com/p/idea-calumet-the-next-special-situation"  
[X Link](https://x.com/HFI_Research/status/1946815720278634557)  2025-07-20T06:13Z 71.5K followers, [----] engagements


"Interesting divergence between $BABA and HSI"  
[X Link](https://x.com/HFI_Research/status/1947746214239211618)  2025-07-22T19:50Z 72.9K followers, [----] engagements


"EIA data quality this week was total shit. Massively under-reported crude exports but then it was +811k b/d in adjustment. This resulted in unaccounted for crude oil to be +1.209 million b/d. And no that's not because of understated production. This is just bad data"  
[X Link](https://x.com/HFI_Research/status/1950621964961521720)  2025-07-30T18:18Z 71.5K followers, [----] engagements


"(Idea) Suncor Delivers Another Stellar Quarter $SU By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-suncor-delivers-another-stellar https://www.hfir-ideas.com/p/idea-suncor-delivers-another-stellar"  
[X Link](https://x.com/HFI_Research/status/1953295807316480434)  2025-08-07T03:23Z 71.5K followers, [----] engagements


"@dtarian04 Weather was chugging along just fine until the 12z (last update). Bam. [---] TDDs 🤦♂"  
[X Link](https://x.com/HFI_Research/status/1954708488820764777)  2025-08-11T00:56Z 70.9K followers, [---] engagements


"OPEC+ crude exports increased 443k b/d versus the [---] million b/d voluntary production increase. I suppose the bears who argued that cohesiveness among OPEC+ members would collapse were dead wrong Again it was always a Saudi cut not an OPEC+ cut"  
[X Link](https://x.com/HFI_Research/status/1958775016063214046)  2025-08-22T06:15Z 71.2K followers, 17.1K engagements


"(Idea) An Important Update On Calumet $CLMT https://www.hfir-ideas.com/p/idea-an-important-update-on-calumet https://www.hfir-ideas.com/p/idea-an-important-update-on-calumet"  
[X Link](https://x.com/HFI_Research/status/1960558898047541463)  2025-08-27T04:24Z 72K followers, [----] engagements


"@zerohedge Dont look now but https://x.com/hfi_research/status/1964100252891320546s=46&t=-uXYo3AnMI8kPd1JFZ_5qg https://x.com/hfi_research/status/1964100252891320546s=46&t=-uXYo3AnMI8kPd1JFZ_5qg"  
[X Link](https://x.com/HFI_Research/status/1964142420162933208)  2025-09-06T01:43Z 71.9K followers, [----] engagements


"This winter is going to be so fun. EU natural gas inventories in % of full - EU at 79.60% Germany at 75.13% Italy at 90.01% France at 89.93% Netherlands at 67.72% Austria at 82.45% Spain at 86.20% https://t.co/WThmqixkTU https://t.co/7hNb9ZPCo8 EU natural gas inventories in % of full - EU at 79.60% Germany at 75.13% Italy at 90.01% France at 89.93% Netherlands at 67.72% Austria at 82.45% Spain at 86.20% https://t.co/WThmqixkTU https://t.co/7hNb9ZPCo8"  
[X Link](https://x.com/HFI_Research/status/1967514990145065268)  2025-09-15T09:05Z 72.8K followers, 33.6K engagements


"Take a step back and look at the bigger picture on $SOC and ask yourself [--] questions: How much can onshore California oil producers increase production in [----] with WTI at sub $60 (STRIP) What is Newsom signaling California produced 259k b/d in June [----]. $SOC would increase production by 45k boe/d by year-end. That's an increase of 17%. $CRC is limited in its ability to organically grow production. This is not because of economics or regulation; this is largely due to geology. There's a reason why even during the crazy oil price spike of [----] California's crude oil production still declined."  
[X Link](https://x.com/HFI_Research/status/1968999136046485639)  2025-09-19T11:22Z 71K followers, 18.9K engagements


"@MikeUmbro $CRC production in: Q4 [----] - 136k boe/d Q2 [----] - 137k boe/d They will be able to keep production flat but theres not much growth"  
[X Link](https://x.com/HFI_Research/status/1969023538049732805)  2025-09-19T12:59Z 70.9K followers, [---] engagements


"Let's fucking go. $SOC"  
[X Link](https://x.com/HFI_Research/status/1972769856534847897)  2025-09-29T21:06Z 70.9K followers, 27.3K engagements


"First and foremost hope everyone is ok at the Chevron refinery. Chevron refinery in El Segundo has refining capacity of 269k b/d. This is really bad news as this accounts for 16.4% of Californias refining capacity. The incoming refinery closure is 284k b/d"  
[X Link](https://x.com/HFI_Research/status/1973991764139577761)  2025-10-03T06:01Z 71K followers, 16.9K engagements


"From a market standpoint the outage would immediately jolt California gasoline prices higher. Imagine the refinery closures already hitting with this outage. To make matters worse Phillips [--] refinery in LA is slated to close in Q4 2025"  
[X Link](https://x.com/HFI_Research/status/1973992515033264168)  2025-10-03T06:04Z 70.9K followers, [----] engagements


"Phillips [--] closure will be another 139k b/d. Q4 total refinery outage in California could be 408k b/d or 25% of refining capacity 😳"  
[X Link](https://x.com/HFI_Research/status/1973993506562593187)  2025-10-03T06:08Z 71K followers, [----] engagements


"A big part of the recent surprise in implied US crude oil production stems from the reduction in transfers from crude oil supply. This was the old adjustment figure EIA used to figure out the missing crude supplies. You can see the -319k b/d y-o-y. What does this mean"  
[X Link](https://x.com/HFI_Research/status/1976187408421974208)  2025-10-09T07:26Z 71.5K followers, [----] engagements


"The normalized transfers to crude oil supply is usually 700k b/d. The reported 266k b/d is too low. As a result 434k b/d thats considered plant condensate is being counted as crude. If implied US crude oil production is [----] million b/d then the real production is closer to [-----] million b/d. Thats what the EIA [---] (official monthly report) will publish"  
[X Link](https://x.com/HFI_Research/status/1976187925382758452)  2025-10-09T07:28Z 71.5K followers, [----] engagements


"(Idea) Energy Transfer Is Back In The Buy Zone By: @Jon_Costello_ $ET https://www.hfir-ideas.com/p/idea-energy-transfer-is-back-in-the https://www.hfir-ideas.com/p/idea-energy-transfer-is-back-in-the"  
[X Link](https://x.com/HFI_Research/status/1976485697931575306)  2025-10-10T03:11Z 71.2K followers, [----] engagements


"This is an excellent chart from Barclays on global oil market imbalance so far this year"  
[X Link](https://x.com/HFI_Research/status/1976529694330855527)  2025-10-10T06:06Z 70.9K followers, 13.4K engagements


"Theres the oil price breakdown"  
[X Link](https://x.com/HFI_Research/status/1976678488611668037)  2025-10-10T15:57Z 71.2K followers, 46.8K engagements


"$SOC From Barrons Energy Insider newsletter"  
[X Link](https://x.com/HFI_Research/status/1977771915495522703)  2025-10-13T16:22Z 71K followers, 69K engagements


"Huh IEA is forecasting oil surplus to be near +5 million b/d for Q1 and Q2 [----]. To put those figures into perspective global oil inventories will build 860+ million bbls. If that was the case contango should be $15+/bbl. Its not"  
[X Link](https://x.com/HFI_Research/status/1978012136564723979)  2025-10-14T08:16Z 70.9K followers, 43.8K engagements


"To put IEA's oil market balance into context in [----] the surplus in Q2 resulted in an assumed build of [----] billion bbls. If the IEA is correct about [----] balances global oil inventories will observe total builds of [-----] billion bbls. I think you see where we are going. Huh IEA is forecasting oil surplus to be near +5 million b/d for Q1 and Q2 [----]. To put those figures into perspective global oil inventories will build 860+ million bbls. If that was the case contango should be $15+/bbl. Its not. https://t.co/7KgOw5TQ1Y Huh IEA is forecasting oil surplus to be near +5 million b/d for Q1 and"  
[X Link](https://x.com/HFI_Research/status/1978182067201470639)  2025-10-14T19:32Z 70.9K followers, 30.8K engagements


"My final update on $SOC: Company 8k is misleading saying CCC ruling does not gate restart. OSFM was compromised to have waited until CCC case to give decision. This was well documented in my last article. Geck will have to see the Anderle case and acknowledge his ruling"  
[X Link](https://x.com/HFI_Research/status/1978473544968552547)  2025-10-15T14:50Z 71K followers, 19.9K engagements


"Low $50s high $40s. Gold to oil ratio is at [--] now. Theres the oil price breakdown. Theres the oil price breakdown"  
[X Link](https://x.com/HFI_Research/status/1979080969002061830)  2025-10-17T07:04Z 71K followers, 31.3K engagements


"(Idea) Met Coal Recovery Update - Impact On Warrior Met Coal And Alpha Metallurgical Resources By: @Jon_Costello_ $HCC $AMR https://www.hfir-ideas.com/p/idea-met-coal-recovery-update-impact https://www.hfir-ideas.com/p/idea-met-coal-recovery-update-impact"  
[X Link](https://x.com/HFI_Research/status/1979400697784472030)  2025-10-18T04:14Z 73.4K followers, [----] engagements


"The faster US shale surprises to the upside in [----] the more it will surprise to the downside (vs the current baseline) as flush production parabolically declines. Producers that ramped into this (cough Exxon) will see production decline more with a weak oil backdrop"  
[X Link](https://x.com/HFI_Research/status/1980291096577229274)  2025-10-20T15:12Z 71.2K followers, 11.5K engagements


"$MEG.TO shareholders should reject the offer from $CVE. Let MEG use its FCF to buyback shares. Vote against the deal. Cenovus delays MEG Energy shareholder vote of takeover offer https://t.co/FZIpSjsoFL Cenovus delays MEG Energy shareholder vote of takeover offer https://t.co/FZIpSjsoFL"  
[X Link](https://x.com/HFI_Research/status/1980862081298756004)  2025-10-22T05:01Z 71K followers, [----] engagements


"Implied US crude oil production fell again this week (good news). At this moment real-time data is around [--] million b/d. Adjusting for condensate US crude oil production is around [----] million b/d. Overall volumes are too high so we will need to see it decrease more"  
[X Link](https://x.com/HFI_Research/status/1981062540546494827)  2025-10-22T18:18Z 71K followers, [----] engagements


"Redacted plan from OSFM is posted. But this is not the approved plan. $SOC https://34c031f8-c9fd-4018-8c5a-4159cdff6b0d-cdn-endpoint.azureedge.net/-/media/osfm-website/what-we-do/pipeline-safety-and-hazardous-materials/redacted-copy-ca-324-and-ca-325-fill-plan-and-start-up-procedures.pdfrev=fa02ec93961f43e5a89d03a904845ebb&hash=92BD39BEF3697CD2D1C78673588E6AE2"  
[X Link](https://x.com/HFI_Research/status/1981447904033460343)  2025-10-23T19:49Z 71K followers, 27.3K engagements


"Approval won't be coming until the CCC case is settled"  
[X Link](https://x.com/HFI_Research/status/1981453298210373823)  2025-10-23T20:10Z 71K followers, [----] engagements


"Thats a juicy EIA oil storage report. Big drop in implied US crude oil production. Not only did US oil inventories not build it dropped [----] million bbls. Crude dropped [---] million bbls vs our estimate of flat"  
[X Link](https://x.com/HFI_Research/status/1983544975108567082)  2025-10-29T14:42Z 71.2K followers, 18.7K engagements


"October implied US crude oil production is at [------] million b/d. The real-time data shows a material drop and the ramp we saw is starting to reverse. Something to keep your eyes on. This week's data was noisy in part because of very low crude imports and high exports"  
[X Link](https://x.com/HFI_Research/status/1983569508330819919)  2025-10-29T16:19Z 71.3K followers, 19.2K engagements


"Outside of the Big [--] the surplus is still there. Jesus. https://t.co/VFE59Orizg Jesus. https://t.co/VFE59Orizg"  
[X Link](https://x.com/HFI_Research/status/1983721757912748472)  2025-10-30T02:24Z 71.2K followers, 13.2K engagements


"Exxon grew Permian production by 100k b/d in Q3 vs Q2 [----]. In Q3 [----] it was [---] million b/d. Exxon grew production by 300k b/d y-o-y and 100k b/d q-o-q in this oil tape"  
[X Link](https://x.com/HFI_Research/status/1984248685895811380)  2025-10-31T13:18Z 71.3K followers, 25.3K engagements


"@LoganCroixCo We did not have puts in September. We bought them ahead of the CCC case. Oct [--] article"  
[X Link](https://x.com/HFI_Research/status/1985501650803663120)  2025-11-04T00:17Z 71.2K followers, [---] engagements


"All y-o-y figures for October crude exports: Brazil +579k b/d US +563k b/d Saudi +820k b/d Global +4 million b/d"  
[X Link](https://x.com/HFI_Research/status/1985614264397332574)  2025-11-04T07:45Z 72.4K followers, 15K engagements


"@100xCompounding @pcebotte Your model is off. They are going to run out of cash by the end of this month"  
[X Link](https://x.com/HFI_Research/status/1985874283307119055)  2025-11-05T00:58Z 71.3K followers, [---] engagements


"A walk down memory lane. I started writing/posting in [----]. When I first started on Seeking Alpha there was an author named Ashraf Eassa. He was super nice to beginner authors and shared his mountain of wisdom on publishing. He was also a mega bull on $NVDA. I hope he held on. https://seekingalpha.com/article/655101-5-reasons-to-consider-nvidia-here https://seekingalpha.com/article/655101-5-reasons-to-consider-nvidia-here"  
[X Link](https://x.com/HFI_Research/status/1986265396023074850)  2025-11-06T02:52Z 71.4K followers, 11.9K engagements


"If you are out there I hope you are well. I shouldve just bought $NVDA with you and go into coma for [--] years 😂"  
[X Link](https://x.com/HFI_Research/status/1986265659131764830)  2025-11-06T02:53Z 71.3K followers, [----] engagements


"@rockcreekfreak Exxon"  
[X Link](https://x.com/HFI_Research/status/1986601485439017245)  2025-11-07T01:07Z 71.3K followers, [---] engagements


"My mistake for ever getting involved but we did salvage at the end. Our last write-up cleared up our stance on $SOC. https://www.hfir.com/p/idea-sable-offshore-the-end @Anon9b Smart money listened to @HFI_Research to buy puts as protection before the Anderle decision and again when he said that $SOC could go into a death spiral (back when it was still in the $12s) https://www.hfir.com/p/idea-sable-offshore-the-end @Anon9b Smart money listened to @HFI_Research to buy puts as protection before the Anderle decision and again when he said that $SOC could go into a death spiral (back when it was"  
[X Link](https://x.com/HFI_Research/status/1986601911337034134)  2025-11-07T01:09Z 72.6K followers, 18K engagements


"(Macro) A Titanium Dioxide Market Recovery Appears Imminent $KRO $CC $TROX By: @Jon_Costello_ https://www.hfir-ideas.com/p/macro-a-titanium-dioxide-market-recovery https://www.hfir-ideas.com/p/macro-a-titanium-dioxide-market-recovery"  
[X Link](https://x.com/HFI_Research/status/1987368786752852285)  2025-11-09T03:56Z 72.2K followers, [----] engagements


"(Idea) Tronox $TROX By: @Jon_Costello_"  
[X Link](https://x.com/HFI_Research/status/1987369057964990611)  2025-11-09T03:58Z 72.3K followers, 15K engagements


"(Idea) Kronos Worldwide $KRO By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-kronos-worldwide https://www.hfir-ideas.com/p/idea-kronos-worldwide"  
[X Link](https://x.com/HFI_Research/status/1987369398450201012)  2025-11-09T03:59Z 72.2K followers, [----] engagements


"Close your eyes. Don't look at this chart. 🙈"  
[X Link](https://x.com/HFI_Research/status/1988800811422671066)  2025-11-13T02:47Z 71.3K followers, 12.2K engagements


"@FastTradeKing Cash burn was [---] million in Q3 [----]. By the end of December they will have less than $60 million on the balance sheet while accounts payable is over $130 million. In addition they have to pay Exxon $4 million a month and $24 million from June to Nov"  
[X Link](https://x.com/HFI_Research/status/1989127296272462325)  2025-11-14T00:24Z 71.5K followers, [---] engagements


"On Oct [--] we published that the OS&T route would be at least 2-3 years out. Alphasense expert call on $SOC is validating this same timeline. https://www.dropbox.com/scl/fi/z7g5dvp74iojeegxppmvb/Alphasense-SOC-Expert-Call.pdfrlkey=nnbxwj0mk7b0dha8s8ztebw22&st=b1ij6m3p&dl=0 https://www.dropbox.com/scl/fi/z7g5dvp74iojeegxppmvb/Alphasense-SOC-Expert-Call.pdfrlkey=nnbxwj0mk7b0dha8s8ztebw22&st=b1ij6m3p&dl=0"  
[X Link](https://x.com/HFI_Research/status/1989357515927400944)  2025-11-14T15:39Z 72.7K followers, 42.1K engagements


"Our last $SOC article is public. https://www.hfir.com/p/idea-sable-offshore-the-end https://www.hfir.com/p/idea-sable-offshore-the-end"  
[X Link](https://x.com/HFI_Research/status/1989357696894832756)  2025-11-14T15:40Z 72.6K followers, [----] engagements


"(Idea) Chemours - Jon's Favorite Capital Cycle Investment Idea $CC By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-chemours-jons-favorite-capital https://www.hfir-ideas.com/p/idea-chemours-jons-favorite-capital"  
[X Link](https://x.com/HFI_Research/status/1989862285763121294)  2025-11-16T01:05Z 71.9K followers, [----] engagements


"Federal financing support is not coming for $SOC Fed support will require at minimum both NEPA and a BOEM permit neither will happen before Sable runs out of cash (by January). BOEM permit needs to go through CZMA. This is a [--] month process. Theres no preemptive override. Only after the CCC rejects can Commerce Secretary override. But this process takes time. Air permit is a major gating item. In order to comply with Santa Barbara air permit Sable needs to use best available technology thats not possible with the $450 million capex spend guide. Top of the line vessel will cost well over $1"  
[X Link](https://x.com/HFI_Research/status/1990098063613100089)  2025-11-16T16:42Z 72K followers, 25K engagements


"The most damning parts of the expert interview on the $SOC OS&T route. On Oct [--] we published that the OS&T route would be at least 2-3 years out. Alphasense expert call on $SOC is validating this same timeline. https://t.co/guPmv2jSOe https://t.co/tZ4bbkfZak On Oct [--] we published that the OS&T route would be at least 2-3 years out. Alphasense expert call on $SOC is validating this same timeline. https://t.co/guPmv2jSOe https://t.co/tZ4bbkfZak"  
[X Link](https://x.com/HFI_Research/status/1990284565601309110)  2025-11-17T05:03Z 73.2K followers, 25.7K engagements


"@Albertagarbage No. We had puts going into the CCC case to hedge our long exposure. Then we flipped to a short. We explained it in this article. https://www.hfir.com/p/idea-sable-offshore-the-end https://www.hfir.com/p/idea-sable-offshore-the-end"  
[X Link](https://x.com/HFI_Research/status/1990285005415993684)  2025-11-17T05:04Z 72.6K followers, [---] engagements


"Crude timespreads. Interesting delta here between WTI and Brent despite low US commercial crude storage (for now)"  
[X Link](https://x.com/HFI_Research/status/1990681400711000173)  2025-11-18T07:20Z 71.9K followers, [----] engagements


"US census data came out with an upward adjustment of 500k b/d to the August EIA PSM data. The -358k b/d took into account the understated crude export figure so the new "adjustment" is +142k b/d. This puts US crude oil production + adjustment at [------] million b/d"  
[X Link](https://x.com/HFI_Research/status/1991204931882348757)  2025-11-19T18:00Z 71.5K followers, [----] engagements


"(WCTW) The Hard Truth US crude oil production defied gravity despite low oil prices. The market will do what the market always does: punish producers. https://www.hfir.com/p/wctw-the-hard-truth https://www.hfir.com/p/wctw-the-hard-truth"  
[X Link](https://x.com/HFI_Research/status/1991217418023346586)  2025-11-19T18:50Z 71.9K followers, 23.2K engagements


"For those of you who never lived through what happened to oil last time Trump pulled a TACO on oil. Go back to [----]. In the meantime here's oil-on-water because of worries about Russian sanctions"  
[X Link](https://x.com/HFI_Research/status/1991717462984069148)  2025-11-21T03:57Z 72K followers, 12.2K engagements


"From a barrel-counting standpoint Q4 [----] balances are in surplus. The question is how harsh the sanction enforcement will be for Russia. If its like history it wont have much impact. Meanwhile Saudi UAE and Kuwait crude exports are back to [----]. https://www.hfir.com/p/it-doesnt-look-good https://www.hfir.com/p/it-doesnt-look-good"  
[X Link](https://x.com/HFI_Research/status/1991749698210955542)  2025-11-21T06:05Z 71.9K followers, 11.8K engagements


"Are you feeling contrarian Well theres no other space better for those looking for value than the chemical sector. The titanium dioxide cohorts have charts that would make one puke but theres value. By: @Jon_Costello_ $KRO $TROX $CC $ASIX https://www.hfir-ideas.com/p/macro-the-chemical-sector-bottom https://www.hfir-ideas.com/p/macro-the-chemical-sector-bottom"  
[X Link](https://x.com/HFI_Research/status/1992427517681311959)  2025-11-23T02:58Z 72.2K followers, [----] engagements


"JPM is calling for Brent in the $30s by late [----]. Hmmm"  
[X Link](https://x.com/HFI_Research/status/1993023591861174379)  2025-11-24T18:27Z 72.2K followers, 297.7K engagements


"(WCTW) Energy Playbook - Long Natural Gas Now And Switch To Oil Later https://www.hfir.com/p/wctw-energy-playbook-long-natural https://www.hfir.com/p/wctw-energy-playbook-long-natural"  
[X Link](https://x.com/HFI_Research/status/1993074622477304029)  2025-11-24T21:49Z 71.9K followers, [----] engagements


"Someone please ask $XOM why they are increasing production so much in todays oil price environment. U.S. shales resilience is cracking as sub-$60 oil bites. DUC inventories are down 2530% costs up 510% and Permian rigs are idling despite record output. CEOs warn $5560 crude no longer delivers past returnsraising risk of a near-term production rollover. #oilandgas U.S. shales resilience is cracking as sub-$60 oil bites. DUC inventories are down 2530% costs up 510% and Permian rigs are idling despite record output. CEOs warn $5560 crude no longer delivers past returnsraising risk of a near-term"  
[X Link](https://x.com/HFI_Research/status/1993830752216338520)  2025-11-26T23:54Z 72K followers, 37.8K engagements


"(Idea) Baytex Energy - Selling Eagle Ford Was The Right Move Making It A More Attractive Oil Name $BTE By: @Jon_Costello_ https://www.hfir-ideas.com/p/idea-baytex-energy-selling-eagle https://www.hfir-ideas.com/p/idea-baytex-energy-selling-eagle"  
[X Link](https://x.com/HFI_Research/status/1993859728464617829)  2025-11-27T01:49Z 73.4K followers, [----] engagements


"Dear #natgas Gods Please make this a reality"  
[X Link](https://x.com/HFI_Research/status/1994858374442488250)  2025-11-29T19:57Z 72.3K followers, 40.2K engagements


"Lower [--] natural gas production is averaging over [---] Bcf/d this weekend. Meanwhile LNG feedgas is also at an all-time high. At this production level the supply increase has displaced the structural demand increase"  
[X Link](https://x.com/HFI_Research/status/1994942545403810087)  2025-11-30T01:32Z 72.1K followers, [----] engagements


"$SOC is asking PHMSA to classify its pipeline as an interstate pipeline and not an intrastate pipeline. Thats really cute. Theres no way this survives in court. Meanwhile [-----] million shares become available for sale on Dec 3"  
[X Link](https://x.com/HFI_Research/status/1995491435534221704)  2025-12-01T13:53Z 72.3K followers, 18.8K engagements


"The consent decree that transferred oversight to OSFM was signed by PHMSA Plains and Cal dept of forestry and fire protection. So this pathetic attempt at pumping the stock before [--] million shares become available in [--] days is pretty funny to see. $SOC $SOC is asking PHMSA to classify its pipeline as an interstate pipeline and not an intrastate pipeline. Thats really cute. Theres no way this survives in court. Meanwhile [-----] million shares become available for sale on Dec [--]. $SOC is asking PHMSA to classify its pipeline as an interstate pipeline and not an intrastate pipeline. Thats really"  
[X Link](https://x.com/HFI_Research/status/1995493916934820073)  2025-12-01T14:03Z 72.3K followers, [----] engagements


"(Public) Sable Offshore Will Run Out Of Money By January Federal support There's nothing coming. $SOC https://www.hfir.com/p/public-sable-offshore-will-run-out https://www.hfir.com/p/public-sable-offshore-will-run-out"  
[X Link](https://x.com/HFI_Research/status/1995764899524608461)  2025-12-02T08:00Z 73.4K followers, 61.9K engagements


"We think the specialty chemical sector is one of the most beaten-up sectors in the market. @Jon_Costello_ goes into the macro in his latest piece. $CC $KRO $TROX $ASIX https://www.hfir-ideas.com/p/macro-chemical-sector-part-3-lessons https://www.hfir-ideas.com/p/macro-chemical-sector-part-3-lessons"  
[X Link](https://x.com/HFI_Research/status/1996048757801320509)  2025-12-03T02:48Z 72.3K followers, [----] engagements


"(WCTW) A Watershed Moment Is Coming For The Oil Market In [----] The Saudis convinced the rest of OPEC+ to undergo an oil capacity audit. This is the watershed moment for the global oil market. https://www.hfir.com/p/wctw-a-watershed-moment-is-coming https://www.hfir.com/p/wctw-a-watershed-moment-is-coming"  
[X Link](https://x.com/anyuser/status/1996127128208003571)  2025-12-03T07:59Z 74.2K followers, 47.9K engagements


"An update on the 3-2-1 crack spread. Please divide figure by [--]. Refining margins are starting to fall. (Note: Please divide figure by [--] to arrive at the 3-2-1 crack spead.) https://t.co/XuTA05ywTO Refining margins are starting to fall. (Note: Please divide figure by [--] to arrive at the 3-2-1 crack spead.) https://t.co/XuTA05ywTO"  
[X Link](https://x.com/HFI_Research/status/1996455084184785010)  2025-12-04T05:42Z 72.1K followers, [----] engagements


"For an oil market that has consensus expecting +1.5 to +3 million b/d in [----] the $1.13/bbl backwardation in Brent 1-12 month is a contradiction to that analysis"  
[X Link](https://x.com/HFI_Research/status/1996455904045367514)  2025-12-04T05:45Z 72.2K followers, [----] engagements


"Here's something everyone should know about the oil market today. IEA is projecting +3.5 million b/d for Q4 [----] oil market balances. US total liquids balance is [------] million b/d for Q4. YTD it's +0.191 million b/d YTD. Oil-on-water is +256 million bbls y-o-y. WTF"  
[X Link](https://x.com/HFI_Research/status/1996730455576793227)  2025-12-04T23:56Z 72.2K followers, 17.1K engagements


"Addressing The Elephant In The Room - Where The Hell Is The Oil Surplus https://www.hfir.com/p/addressing-the-elephant-in-the-room https://www.hfir.com/p/addressing-the-elephant-in-the-room"  
[X Link](https://x.com/HFI_Research/status/1996819929736348050)  2025-12-05T05:52Z 72.2K followers, 67.7K engagements


"The SEC has to approve the $SOC registration first. They arent able to trade them yet. Why didn't the $SOC pipe investors who bought three weeks ago at $5.50 (at a premium to that day's close of $5.32) dump their shares at $5.00 as soon as they were able to sell Why didn't the $SOC pipe investors who bought three weeks ago at $5.50 (at a premium to that day's close of $5.32) dump their shares at $5.00 as soon as they were able to sell"  
[X Link](https://x.com/HFI_Research/status/1996971631735173187)  2025-12-05T15:55Z 72.3K followers, [----] engagements

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