HFI Research 

@hfir
Contrarian investment research - current focus: Energy
Latest post
(WCTW) Variant Perception - No Global Oil Inventory Builds

Lower 48 gas production is falling due to the colder-than-normal temperatures hitting. Peak cold is expected on 2/19, so production will fall to ~102.5 Bcf/d.

But that's all the supplies that will be lost. Expect production to rebound back to 105+ Bcf/d by next weekend.

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SCR: The Most Successful Startup in Canada in the Last 15 Years? And I Don't Think Investors Know This Company Exists
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(Idea) TC Energy - Q4 Results Confirm That Our Investment Thesis Is Playing Out
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(Idea) Sable Offshore
Trade Alert - Long UCO

Here are two interesting charts I want to share with you.

Again, I think the consensus is completely missing the boat on this. But fear not, they will catch on soon enough.

Crude oil production growth indexed to 100 vs associated gas production growth.

See the trend?

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エネルギー業界の大転換、その真相に迫る - 未来を左右する大きなうねり