Jon Costello (Ideas From HFI Research)
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(Public) Analyzing Historical Analogs And When To Take Profits on Energy Stocks
By: Jon Costello
Apr 2
•
HFI Research
33
1
5
The Strait Of Hormuz Disruption - Oil Supply Math Points To A Longer Crisis Than The Market Expects
By: Jon Costello
Mar 26
•
HFI Research
17
1
(Idea) The Impact Of The War In Iran On Titanium Dioxide Producer Stocks
By: Jon Costello
Mar 24
•
HFI Research
8
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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
(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) U.S. Coal Stocks Best Positioned For A Prolonged LNG Supply Disruption
Mar 20
•
HFI Research
12
(Idea) Western Midstream Partners Is A Buy After Its Deal With Occidental Petroleum
Jan 26
•
HFI Research
13
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(Idea) U.S. Coal Stocks Best Positioned For A Prolonged LNG Supply Disruption
By: Jon Costello
Mar 20
•
HFI Research
12
(Idea) Mach Natural Resources - A Transformational 2025 Will Drive Income Growth And Appreciation In 2026 And Beyond
By: Jon Costello
Mar 19
•
HFI Research
8
1
(Idea) Latin American E&Ps Are Very Attractive
By: Jon Costello
Mar 14
•
HFI Research
11
1
(Idea) Tronox, Chemours, And Kronos Update
By: Jon Costello
Mar 12
•
HFI Research
10
1
(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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Jon Costello (Ideas From HFI Research)
A subsidiary of HFI Research. Jon Costello is the author of all the reports.
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