Kontrarian Korner

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Kontrarian Korner #35 - HFI Research

Jan 30, 2025

2025 Oil & Gas Outlook, Issues With The EIA & His Thoughts On Some Of The Energy Equities

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HFI Research
Jan 30, 2025

Thank you for having me!

Here are some links to the write ups I talked about in the podcast.

US oil production: https://www.hfir.com/p/important-the-peak-in-us-oil-production

MEG Energy: https://www.hfir.com/p/public-meg-energy-one-of-my-favorite

Strathcona: https://www.hfir-ideas.com/p/public-strathcona-resources-our-favorite

New Stratus: https://www.hfir.com/p/public-new-stratus-energy-ecuador

Natural gas: https://www.hfir.com/p/wctw-its-time-to-get-extremely-bullish

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