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@EnergyRealist25 Avatar @EnergyRealist25 The Energy Realist

The Energy Realist posts on X about $oih, $xop, $xle, $pten the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence cryptocurrencies XXXX% finance XXXX% countries XXXX% stocks XXXX% technology brands XXXX%

Social topic influence $oih #1, $xop #1, $xle #1, $pten #2, $borr #2, $esito #1, $rig #12, $ne #418, $val #10, $oklo XXXX%

Top accounts mentioned or mentioned by @icbarrett @gringoinvesting @stonksandchill @fjordphil @rakoraja @varianceswap @nuggetcapital @capstructking @walststocker @lasse108 @sardinesforsale @208190068ca @leilanifarms @ericmliquori @tsxman @briscoe224 @madaone4 @zmansenrgybrain @biffgp @cowpensbelt

Top assets mentioned Patterson-UTI Energy Inc (PTEN) Transocean LTD. (RIG) Noble Corporation (NE) Validity (VAL) Oklo Inc. (OKLO) Tenaris S. A. (TS) Arweave (AR) Comstock Resources, Inc. (CRK) EQT, Corp. (EQT) Range Resources, Corp. (RRC) Coterra Energy Inc (CTRA) 4 (4) Liberty Energy Inc. (LBRT) PumpBTC (Governance token) (PUMP) Hippo Protocol (HP)

Top Social Posts #

Top posts by engagements in the last XX hours

"$OKLO Flight to safety 🤦♂"
X Link @EnergyRealist25 2025-10-10T18:10Z 3823 followers, 1179 engagements

"$ESI.TO $OIH The (expected) US slowdown doesn't look so bad in revenue terms. But the slowdown in international (ex-North America) drilling activity is a bit of a surprise. Maybe $XX oil doesn't work for anyone anymore 🤷♂"
X Link @EnergyRealist25 2025-08-08T16:06Z 3853 followers, 1252 engagements

"$xop $xle $oih "FCF baby FCF" - in X yrs the cash flow weight in the E&P management compensation mix has tripled while the role of "production" and "reserves" has shrunk "Show me the incentive and I'll show you the outcome"🤷♂"
X Link @EnergyRealist25 2025-06-16T17:27Z 3849 followers, 1205 engagements

"$OIH $TS Tenaris - lower shipment volumes were offset by higher US prices (due to tariffs) Pretty good deal if you have a domestic OCTG mill. For E&Ps though just higher breakevens 🤷♂"
X Link @EnergyRealist25 2025-07-31T17:18Z 3849 followers, XXX engagements

"$xle $xop $oih Vaca Muerta: "Oil production costs XX% to XX% higher than in the Permian" But no worry Javier Blas said there's glut of non-OPEC supply coming 🤷♂"
X Link @EnergyRealist25 2025-10-07T14:58Z 3846 followers, 11.6K engagements

"@StonksAndChill I'm not seeing much fundamentals downside left some 2026 estimates are already XX% down from 2023. Money outflow from OFS equities is separate story that seems to be everyone's favorite short 🤷♂"
X Link @EnergyRealist25 2025-10-13T12:50Z 3793 followers, XXX engagements

"$xle $xop $oih Don't want to rain on anyone's credentials but find it interesting the Goldman lead analyst forecasting WTI will average $XX in 2026 has a whole X () years of experience. Though I suppose with AI you can probably learn the industry even faster🤷♂"
X Link @EnergyRealist25 2025-10-15T20:16Z 3854 followers, 55.4K engagements

"$AR $CRK $CTRA $EQT $RRC The public E&Ps get the most attention but it seems private #natgas operators are responsible for XX% of the gas rigs added since q1. To be seen if the sub-$3 HH prints will "curb their enthusiasm" 🤷♂"
X Link @EnergyRealist25 2025-08-06T20:46Z 3794 followers, 3071 engagements

"With #natgas at $X today here are the land drillers with most exposure to the two major gassy basins. Patterson-UTI leads the pack. $PTEN also has high completions exposure to Appalachia so you probably get 2-for-1 😉"
X Link @EnergyRealist25 2024-12-30T18:25Z 3846 followers, 8081 engagements

"$BORR The XX wells mentioned in the article are onshore but the point is the Pemex-private partnerships are real and moving ahead not just talk"
X Link @EnergyRealist25 2025-09-30T13:11Z 3853 followers, 5810 engagements

"$xle $xop $oih Productivity per ft data seems to support the hypothesis the best shale inventory was drilled in 2021/22 though more clear on oil. Big public/private gap🧐"
X Link @EnergyRealist25 2025-10-06T16:59Z 3854 followers, 1748 engagements

"$acdc $lbrt $pten $pump 2025 may be the 1st year in a while with decreasing frac "efficiencies" measured by ft per day per fleet. So we should see either more fleets added or less production. Stark public/private E&P contrast in the metrics too"
X Link @EnergyRealist25 2025-09-29T20:07Z 3853 followers, 4461 engagements

"$xle $xop $oih How come US production is resilient at much lower capex 🤔 Well maybe capex isn't much lower 🧐 TD tracks it at -X% YoY for the public E&P group. Not a whole lot if OFS pricing has weakened too (though pricing likely more stable than prior downturns)"
X Link @EnergyRealist25 2025-10-14T17:57Z 3854 followers, 2226 engagements

"$ESI.TO $HP $NBR $PD.TO $PTEN Rigs by contractor: 6mo after Liberation Day/OPEC change-of-course the X big public U.S. drillers haven't given much ground and some have gained rigs. Q3 earnings will show if/to what extent this is due to price concessions 🤷♂"
X Link @EnergyRealist25 2025-10-07T19:54Z 3792 followers, XXX engagements

"@djlowe I dk I first started seeing some bullish commentary in 2018 but the pandemic set everything back 2-3 years. Even so the move from sub-200k to 400k+ dayrates has been quite significant. My worst case for OFS generally is re-testing the April lows barring some calamity 🤷♂"
X Link @EnergyRealist25 2025-10-12T16:09Z 3853 followers, XXX engagements

"$xle $xop $oih Oil cumes per ft - some pockets of higher 2025 productivity like D-J but Permian def tracking down from prior years"
X Link @EnergyRealist25 2025-10-09T20:42Z 3853 followers, XXX engagements

"$xle $xop $oih Ok so the IEA still doesn't know where XXX million bpd (from the "glut barrels") disappeared in August - you literally can't make this up 🤦♂"
X Link @EnergyRealist25 2025-10-16T14:23Z 3853 followers, XXX engagements

"$oih $borr $rig $ne Offshore stats via DNB - dayrates are still a bit lower than X months ago but at least utilizations in the "premium" segments seem to be on the rise again 🤷♂"
X Link @EnergyRealist25 2025-09-12T20:00Z 3853 followers, 5042 engagements

"$BORR $PEMEX Mexico offshore rigs from $BKR's Sept. worldwide report - as we have seen production can't be sustained with rigs at XX% the historical average - it seems some rebound has already started too"
X Link @EnergyRealist25 2025-10-04T20:36Z 3853 followers, 4404 engagements

"@FuzzyBe02910905 @BeegJj X% FCF yield at $XX WTI is not too shabby"
X Link @EnergyRealist25 2025-10-15T18:45Z 3849 followers, XX engagements

"$RIG $NE $VAL $OIH Barclays: - matter of time before #deepwater inflects - the "time" more like end rather than mid-2026 (prob more so if we stay longer in $50s oil likely delaying some capex)"
X Link @EnergyRealist25 2025-10-12T15:50Z 3853 followers, 13.3K engagements