Jon Costello (Ideas From HFI Research)
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(Idea) Our Updated E&P Spreadsheet And What It's Telling Us Now
By: Jon Costello
Mar 6
•
HFI Research
9
(Idea) Calumet Shares Sell Off Despite A Brightening Outlook
Previous write-ups on CLMT 4.64%↑:
Mar 4
•
HFI Research
10
1
(Idea) Venezuela's Energy Sector Resurgence Is Happening Fast And The Investment Opportunities
On Jan 3rd, the US successfully captured Venezuelan President Nicolás Maduro and took him into custody.
Feb 26
•
HFI Research
10
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(Idea) Transocean Is Looking More And More Attractive
Aug 6, 2025
•
HFI Research
16
3
1
(Idea) Our Take On Transocean's Acquisition Of Valaris
Feb 10
•
HFI Research
14
1
(Macro) The Chemical Sector Bottom And The Path To A Recovery
Nov 23, 2025
•
HFI Research
13
1
(Idea) Western Midstream Partners Is A Buy After Its Deal With Occidental Petroleum
Jan 26
•
HFI Research
13
Big Macro: Long-Term Bull Thesis On Metallurgical Coal
Jun 28, 2025
•
HFI Research
9
2
(Public) Valaris - Contract Win Validates The Bull Thesis
Jul 7, 2025
•
HFI Research
40
4
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(Idea) Chemours - Investment Thesis Remains Intact Despite Weak Q4 Results
Editor’s Note: Please also read the original Chemours write-up.
Feb 25
•
HFI Research
8
1
(Idea) Tronox - Multi-Bagger Potential From A Titanium Dioxide Market Recovery
Please be sure to read our primer on the chemical sector and the titanium dioxide market.
Feb 21
•
HFI Research
9
1
(Idea) Enterprise Products Partners - Nearing A Cash Flow Inflection
By: Jon Costello
Feb 20
•
HFI Research
9
1
(Public) Primer On Investing In The Cyclical Chemical Sector
Editor’s Note: The piece below is a compilation of all of the chemical sector write-ups we published since October 2025.
Feb 14
•
HFI Research
12
1
(Idea) Our Take On Transocean's Acquisition Of Valaris
Editor’s Note: We first covered VAL 9.48%↑ in a write-up back in March 2025.
Feb 10
•
HFI Research
14
1
(Idea) Where To Find The Best Opportunities In The Chemical Sector
By: Jon Costello
Feb 8
•
HFI Research
5
1
(Public) Chemours - Jon's Favorite Capital Cycle Investment Idea
Editor’s Note: This article was first published to paid subscribers on Nov 15.
Feb 7
•
HFI Research
6
2
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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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