Archive - Jon Costello (Ideas From HFI Research)

(Idea) Venture Global

By: Jon Costello

Apr 25 • HFI Research

Introducing The Plutus HFIR Energy Income Portfolio

By: Jon Costello

Apr 16 • HFI Research

(Idea) Genesis Energy - The Only Independent Gulf Of America Pipeline Operator Is At An Inflection Point

By: Jon Costello

Apr 7 • HFI Research

(Public) Analyzing Historical Analogs And When To Take Profits on Energy Stocks

By: Jon Costello

Apr 2 • HFI Research

March 2026

The Strait Of Hormuz Disruption - Oil Supply Math Points To A Longer Crisis Than The Market Expects

By: Jon Costello

Mar 26 • HFI Research

(Idea) The Impact Of The War In Iran On Titanium Dioxide Producer Stocks

By: Jon Costello

Mar 24 • HFI Research

(Idea) U.S. Coal Stocks Best Positioned For A Prolonged LNG Supply Disruption

By: Jon Costello

Mar 20 • HFI Research

(Idea) Mach Natural Resources - A Transformational 2025 Will Drive Income Growth And Appreciation In 2026 And Beyond

By: Jon Costello

Mar 19 • HFI Research

(Idea) Latin American E&Ps Are Very Attractive

By: Jon Costello

Mar 14 • HFI Research

(Idea) Tronox, Chemours, And Kronos Update

By: Jon Costello

Mar 12 • HFI Research

(Idea) Our Updated E&P Spreadsheet And What It's Telling Us Now

By: Jon Costello

Mar 6 • HFI Research

(Idea) Calumet Shares Sell Off Despite A Brightening Outlook

Previous write-ups on CLMT 4.64%↑:

Mar 4 • HFI Research

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