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[@HFI_Research](/creator/twitter/HFI_Research)
"(Idea) ARC Resources - Conservative Play With Big Upside By: @Jon_Costello_ $ARX.TO"  
[X Link](https://x.com/HFI_Research/status/1979063082170159581) [@HFI_Research](/creator/x/HFI_Research) 2025-10-17T05:53Z 70.9K followers, 4346 engagements


"This winter is going to be so fun"  
[X Link](https://x.com/HFI_Research/status/1967514990145065268) [@HFI_Research](/creator/x/HFI_Research) 2025-09-15T09:05Z 70.8K followers, 33.6K 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 XXXXXX million b/d"  
[X Link](https://x.com/HFI_Research/status/1973603083855995030) [@HFI_Research](/creator/x/HFI_Research) 2025-10-02T04:16Z 70.9K followers, 135.2K engagements


"$SOC I had a phone conversation with Wendy Collins where she informed me that when the redacted restart plan is posted it will be the approved version. I FOIA the restart plan and Mark Springer informed me that it will be made available on or after Oct 24"  
[X Link](https://x.com/HFI_Research/status/1976346131568394404) [@HFI_Research](/creator/x/HFI_Research) 2025-10-09T17:56Z 70.9K followers, 18.9K engagements


"Let's fucking go. $SOC"  
[X Link](https://x.com/HFI_Research/status/1972769856534847897) [@HFI_Research](/creator/x/HFI_Research) 2025-09-29T21:06Z 70.9K followers, 27.2K engagements


"Low $50s high $40s. Gold to oil ratio is at XX now"  
[X Link](https://x.com/HFI_Research/status/1979080969002061830) [@HFI_Research](/creator/x/HFI_Research) 2025-10-17T07:04Z 70.9K followers, 30.5K engagements


"While US crude oil production is surprising to the upside the demand side is also surprising to the upside. Global oil demand including that of the US is stronger than consensus estimates"  
[X Link](https://x.com/HFI_Research/status/1975984392326742092) [@HFI_Research](/creator/x/HFI_Research) 2025-10-08T17:59Z 70.9K followers, 9662 engagements


"(Idea) Energy Transfer Is Back In The Buy Zone By: @Jon_Costello_ $ET"  
[X Link](https://x.com/HFI_Research/status/1976485697931575306) [@HFI_Research](/creator/x/HFI_Research) 2025-10-10T03:11Z 70.9K followers, 5775 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) [@HFI_Research](/creator/x/HFI_Research) 2025-10-10T06:06Z 70.9K followers, 13.4K engagements


"$SOC From Barrons Energy Insider newsletter"  
[X Link](https://x.com/HFI_Research/status/1977771915495522703) [@HFI_Research](/creator/x/HFI_Research) 2025-10-13T16:22Z 70.9K followers, 67.5K engagements


"Huh IEA is forecasting oil surplus to be near +5 million b/d for Q1 and Q2 2026. 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) [@HFI_Research](/creator/x/HFI_Research) 2025-10-14T08:16Z 70.9K followers, 43.6K engagements


"To put IEA's oil market balance into context in 2020 the surplus in Q2 resulted in an assumed build of XXXX billion bbls. If the IEA is correct about 2026 balances global oil inventories will observe total builds of XXXXX billion bbls. I think you see where we are going"  
[X Link](https://x.com/HFI_Research/status/1978182067201470639) [@HFI_Research](/creator/x/HFI_Research) 2025-10-14T19:32Z 70.9K followers, 30.7K 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) [@HFI_Research](/creator/x/HFI_Research) 2025-10-15T14:50Z 70.9K followers, 19.6K engagements


"(Idea) Met Coal Recovery Update - Impact On Warrior Met Coal And Alpha Metallurgical Resources By: @Jon_Costello_ $HCC $AMR"  
[X Link](https://x.com/HFI_Research/status/1979400697784472030) [@HFI_Research](/creator/x/HFI_Research) 2025-10-18T04:14Z 70.9K followers, 4819 engagements