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The Oil Shortage The Market Is Still Underpricing, Part II
By: Jon Costello
Aug 19
•
HFI Research
10
(Public) The Oil Shortage The Market Is Still Underpricing, Part I
By: Jon Costello
Aug 17
•
HFI Research
61
7
(Idea) Transocean's Second Quarter Was Better Than It Looked
By: Jon Costello
Aug 14
•
HFI Research
7
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(Public) The Oil Market Is Reading The Wrong Clock: A Major Mispricing
Jun 28
•
HFI Research
93
1
12
The Oil Math And Why The Broader Market Is Crazy To Ignore It
May 6
•
HFI Research
27
2
(Public) The Oil Shortage The Market Is Still Underpricing, Part I
Aug 17
•
HFI Research
61
7
(Idea) A Record-High Stock Market Is Heading Into An Oil Supply Shock
Jun 4
•
HFI Research
19
The Strait Of Hormuz Disruption - Oil Supply Math Points To A Longer Crisis Than The Market Expects
Mar 26
•
HFI Research
17
1
(Idea) Transocean Is Looking More And More Attractive
Aug 6, 2025
•
HFI Research
16
3
1
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(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
Aug 10
•
HFI Research
6
(Idea) Suncor Energy - Strong Q2 Results Despite Operational Challenges
By: Jon Costello
Aug 7
•
HFI Research
11
(Idea) Obsidian Energy - Attractive Valuation, Unproven Growth
By: Jon Costello
Aug 1
•
HFI Research
7
(Idea) Calumet - It's Time To Trim
Please read previous CLMT write-up: (Idea) Calumet - Big Upside If The Market Prices The RIN Windfall
Jul 29
•
HFI Research
8
(Idea) Greenfire Resources - The Stock Is Undervalued
Please also read: (Idea) Greenfire Resources - One Of Our Favorite Energy Names
Jul 29
•
HFI Research
10
(Idea) Suncor Energy - Elevated Refining Margins Support A Higher Valuation
By: Jon Costello
Jul 20
•
HFI Research
12
2
(Idea) Occidental Petroleum - Recent Deleveraging Strengthens The Investment Case
Occidental 2024 write-up (public)
Jul 16
•
HFI Research
14
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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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Jon Costello (Ideas From HFI Research)
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