Sitemap - 2025 - Ideas from HFI Research
(Idea) Genesis Energy - At Its Cash Flow Inflection Point
(Idea) Energy Transfer: A Buy For Its Big Yield And Upside Potential
HFIR Energy Income Portfolio Update For 2025
(Macro) Offshore Drilling Market Update
(Idea) Suncor Energy - Stellar Operational Execution Will Continue To Drive Shares Higher
(Idea) Greenfire Resources - One Of Our Favorite Energy Names
(Idea) Antero Resources Makes A Smart Acquisition
(Idea) Birchtech - A Special Situation Poised For Growth In PFAS Water Treatment
(Idea) Baytex Energy - Selling Eagle Ford Was The Right Move Making It A More Attractive Oil Name
(Macro) The Chemical Sector Bottom And The Path To A Recovery
(Idea) AdvanSix - Lowest Cost Producer, Trading At Half Of Book Value, And Cycle Trough
(Idea) Chemours - Jon's Favorite Capital Cycle Investment Idea
(Public) Mach Natural Resources Enters The Buy Zone
(Macro) A Titanium Dioxide Market Recovery Appears Imminent
(Macro) The Chemical Sector Overview
As The Market Advances To New Highs, It's Prudent To Hold Cash
(Idea) Logan Energy: The Growth Story Remains Intact
(Idea) Sable Offshore - The End
(Idea) Met Coal Recovery Update - Impact On Warrior Met Coal And Alpha Metallurgical Resources
(Idea) ARC Resources - Conservative Play With Big Upside
(Idea) Sable Offshore - The End Is Near
(Ideas) Midstream Is The Best Value In The Energy Sector
(Idea) Energy Transfer Is Back In The Buy Zone
How To Navigate The Incoming Oil Price Weakness
(Idea) Western Midstream Partners
(Idea) Sable - The Final Stretch (Part 2)
(Idea) Sable - The Final Stretch
(Idea) Hess Midstream - A Potential Acquisition Target For Chevron
(Idea) Transocean’s Equity Offering Raises Important Questions
(Idea) Tamarack Valley Energy Completes The Brilliant Pivot
Jon Makes The Bear Case For Natural Gas
(Idea) Last Update On Sable Offshore
(Idea) Time To Switch From Valaris To Transocean?
(Idea) Sable Offshore And The Latest Drama
(Idea) Alibaba - Cloud And AI Will Drive Shares Forward
(Public) Our #1 Metallurgical Coal Stock Pick - Warrior Met Coal
(Idea) What Is My Game Plan For Sable Offshore Now? (Part 3)
(Idea) An Important Update On Calumet
(Idea) TotalEnergies - The Risks Outweigh The Dividends
(Idea) What Is My Game Plan For Sable Offshore Now? (Part 2)
(Public) Mach Natural Resources - Natural Gas Torque With Income
(Idea) Suncor Delivers Another Stellar Quarter
(Idea) Transocean Is Looking More And More Attractive
(Idea) Bids For MEG Energy Are Not Likely To Succeed
(Public) Whitecap Resources - A Top Pick
(Idea) Whitecap Resources - Veren Was A Great Acquisition
(Idea) Calumet - The Next Special Situation Idea
(Idea) What Is My Game Plan For Sable Offshore Now?
(Idea) Game Plan For Sable Offshore
(Public) Valaris - Contract Win Validates The Bull Thesis
(Idea) Alpha Metallurgical Resources
(Idea) Our #1 Metallurgical Coal Stock Pick - Warrior Met Coal
Big Macro: Long-Term Bull Thesis On Metallurgical Coal
(Idea) Peyto Exploration - Our Largest Position In The Natural Gas Portfolio
(Idea) Whitecap Resources - A Top Pick
(Idea) Enterprise Products Partners - Operating Momentum Set To Drive The Shares Higher
Calumet - Catalysts For A Higher Stock Price Are On The Horizon
Deep Dive Into The Offshore Drilling Upcycle And How To Play It
(Public) Why We Oppose the Strathcona Bid for MEG Energy
(Idea) Energy Sector Macro Review (Part 4) - Where To Look For Opportunity
Energy Sector Macro Review (Part 3) - The Oil Market’s Paradigm Shift
Energy Sector Macro Review (Part 2)
(Idea) Pembina - The Best Large-Cap Midstream Opportunity Outside Of MLPs
(Idea) South Bow: Temporary Setback Creates A Buying Opportunity
(Public) Canadian Natural Resources - Always Go With The Best
(Idea) Cardinal Energy - Bargain Bin
(Idea) Journey Energy - Perceived Risks Are Overblown
(Public) CNX Resources - Missing Out On The Natural Gas Bull Market
(Idea) If Natural Gas Is In A Bull Market, Where Does That Put US Gas E&P Upside?
(Public) Our Take On The Whitecap/Veren Deal
(Idea) Strathcona Resources - Strong Q4 Strengthens The Bull Case
(Idea) Veren's Results Validate Jon's Bullishness
(Public) Q4 2024 Results Validate Our US Shale Thesis - They Are Getting Gassier
(Idea) BP - Chronic Undperformer
(Idea) TC Energy - Q4 Results Confirm That Our Investment Thesis Is Playing Out
(Idea) EPD - A Must Own Name In An Energy Income Portfolio
(Public) MPLX's Growth Is Exceeding Expectations
(Public) Buy Quality If Tariffs Cause A Panic In Canadian Energy Equities
(Idea) Is The Recent Calumet Sell-Off A Buying Opportunity?
(Idea) Pounding The Table On Veren? Jon Explains Why He's Super Bullish (Part 2)
Here Are Three Names To Buy As Trump's Canadian Tariff Threat Looms
(Idea) Journey Energy - Improving Fundamentals Will Propel Shares Higher
(Idea) Suncor Energy - More Upside Ahead
(Idea) Spartan Delta Well Results Confirm Duvernay Asset Value