Sitemap - 2026 - Jon Costello (Ideas From HFI Research)
(Public) U.S. Refiners - Strong Fundamentals, Unattractive Investments
(Idea) Borr Drilling Shares Look Attractive After Their Recent Selloff
(Public) The Oil Market Is Reading The Wrong Clock: A Major Mispricing
(Idea) Parex Resources: High-Torque Oil Leverage At A Double-Digit Yield
(Idea) Calumet - Big Upside If The Market Prices The RIN Windfall
(Idea) Genesis Energy - The Market Is Selling Based On Headlines, Not Cash Flows
(Idea) Midstream MLPs Are The Income Trade For An Oil Supply Shock
(Idea) A Record-High Stock Market Is Heading Into An Oil Supply Shock
(Idea) A Supply-Led Titanium Dioxide Recovery Cannot Survive A Demand-Led Recession
(Idea) Cardinal Energy: A Top Canadian E&P Worth Waiting For
(Idea) Borr Drilling - Priced For A Recovery That Hasn't Arrived
(Idea) Calumet: De-Risking Sets Up The Stock For Gains
(Idea) Suncor Energy - Another Dazzling Quarterly Performance
The Oil Math And Why The Broader Market Is Crazy To Ignore It
(Public) Cheniere Energy - The Conservative Way To Own LNG
Introducing The Plutus HFIR Energy Income Portfolio
(Public) Analyzing Historical Analogs And When To Take Profits on Energy Stocks
The Strait Of Hormuz Disruption - Oil Supply Math Points To A Longer Crisis Than The Market Expects
(Idea) The Impact Of The War In Iran On Titanium Dioxide Producer Stocks
(Idea) U.S. Coal Stocks Best Positioned For A Prolonged LNG Supply Disruption
(Idea) Latin American E&Ps Are Very Attractive
(Idea) Tronox, Chemours, And Kronos Update
(Idea) Our Updated E&P Spreadsheet And What It's Telling Us Now
(Idea) Calumet Shares Sell Off Despite A Brightening Outlook
(Idea) Venezuela's Energy Sector Resurgence Is Happening Fast And The Investment Opportunities
(Idea) Chemours - Investment Thesis Remains Intact Despite Weak Q4 Results
(Idea) Tronox - Multi-Bagger Potential From A Titanium Dioxide Market Recovery
(Idea) Enterprise Products Partners - Nearing A Cash Flow Inflection
(Public) Primer On Investing In The Cyclical Chemical Sector
(Idea) Our Take On Transocean's Acquisition Of Valaris
(Idea) Where To Find The Best Opportunities In The Chemical Sector
(Public) Chemours - Jon's Favorite Capital Cycle Investment Idea
(Idea) Cardinal Energy - Transitioning To An SAGD Growth Company
(Idea) Parex Resources - Working To Regain Credibility
(Idea) Western Midstream Partners Is A Buy After Its Deal With Occidental Petroleum