HeyJaredJon Costello (Ideas From HFI Research)
A subsidiary of HFI Research. Jon Costello is the author of all the reports.
- Indexed issues, last 90 days
- 15
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 14, 2026
Latest issues
(Idea) Scorpio Tankers - Testing The Bull Case From A Diesel Export Ban (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="544" src="https://substackcdn.com/image/fetch/$s_!PXHl!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb0d29c2f-670c-4600-be2c-c8cb88f6287e_1268x544.png"
(WOMM) It’s Now Or Never For U.S. Oil Production (opens the original)
Read excerpt
By: Jon CostelloSix months ago, the war with Iran sent oil prices sharply higher. We have now entered the period when history says U.S. oil production should begin responding.The next several months will test the argument I made in late August about the geology behind slowing U.S. shale growth. If $90 to $100 oil cannot produce much more U.S. supply, the longer-term oil market will look very different.Why Production Takes Time to RespondThe EIA has long estimated that oil rigs follow changes in
(Idea) How Would US Diesel Export Restrictions Impact Energy Stocks? (opens the original)
Read excerpt
By: Jon CostelloThe Trump administration appears to be days away from announcing measures to keep more diesel in the United States. An outright ban on exports looks less likely than it did earlier this week.The idea moved quickly from speculation to a serious policy discussion after President Trump said on September 22 that he supported restricting diesel exports. The following day, however, the White House de
(WOMM) What Energy’s Valuation Says About The Rest Of The Market (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="721" src="https://substackcdn.com/image/fetch/$s_!Wz9O!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F984c740b-5c98-456a-a070-d4e5b9cfd1fd_1336x721.png"
What’s On My Mind - Higher Oil Prices And The Case For Caution (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="480" src="https://substackcdn.com/image/fetch/$s_!fVCp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F30e7c59d-81fb-4369-a013-d268a435aabe_1200x480.png"
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.