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(Important) The Peak In US Oil Production Is Here And Why You Need To Own Energy Stocks
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The Out Of Touch Oil Market Will Meet Reality Soon
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2
(WCTW) This Is It
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(WCTW) It's Time To Get Extremely Bullish Natural Gas (Long-Term)
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8
(WCTW) The Biggest Story In Energy Is About To Get Bigger
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1

Recent posts

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(WCTW) An Updated Framework For Understanding The Oil Market And Where We Are Headed
The recent rally in crude oil is likely prompting some observers to scratch their heads seriously.
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Natural Gas Production Is Too High To Warrant More Upside For Now
Natural gas prices corrected lower today following the higher-than-expected Lower 48 gas production reading.
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HFI Research
2
(Public) The Weakness In US Crude Oil Production Is Just Getting Started
EIA reported an all-time high in US crude oil production for March 2025, clocking in at 13.488 million b/d.
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HFI Research
Special Situation: Calumet
Editor's Note: Jon has been covering Calumet in detail for the past year, and I've followed the situation closely myself.
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HFI Research
Balancing Between The Oil Bull And Bear Arguments
Analyzing the oil market today is like walking on a tight rope; you can't be too biased on either side. The bulls and bears both make valid points, so…
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HFI Research
(WCTW) General Musing - Sable Offshore, OPEC+, And M&A
This write-up won't be like the usual WCTW write-up.
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5
(Public) Watch What They (OPEC+) Do, Not What They Say
Editor’s Note: This article was first published for paying subscribers on May 23.
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Contrarian Investment Research - Energy (Oil & Natural Gas)
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