Ideas from HFI Research

Ideas from HFI Research

(Idea) Sable - The Final Stretch

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HFI Research
Sep 26, 2025
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I broke my promise. I’m writing another Sable Offshore report after I promised my next write-up would be when we exit. In fact, not only did I not hold the promise of not writing another Sable report, but we also reported on two additional share purchases disclosed here and here.

Why am I writing (what I’m hoping to be the) final update?

Because there’s a lot of misinformation out there, and I want to clear it up for everyone.

In this report, I will discuss the following:

  • Final signature approval from Daniel Berlant, OSFM.

  • Floating production storage and offloading, FPSO, and why it’s being discussed as an alternative.

  • Timeline and what this all means.

The Final Stretch

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