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@EnergyRealist25 The Energy Realist
The Energy Realist posts on X about $ne, $oih, $ts, rig the most. They currently have XXXXX followers and X posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +2.60%
- X Year XXXXXXX -XXXX%
Mentions: X #
- X Week X -XX%
- X Month XX -XX%
- X Months XXX +18%
- X Year XXX +12%
Followers: XXXXX #
- X Week XXXXX +0.61%
- X Month XXXXX +1.40%
- X Months XXXXX +15%
- X Year XXXXX +38%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXX% countries XXXX% finance XXXX%
Social topic influence $ne #414, $oih 25%, $ts 12.5%, rig 12.5%, $vlowy 12.5%, sand 12.5%, $gev 12.5%, $bkr 12.5%, gas 12.5%, $enrgy XXXX%
Top accounts mentioned or mentioned by @christankerfund @ultradeep3 @icbarrett
Top assets mentioned Noble Corporation (NE) Tenaris S. A. (TS) GE Vernova Inc. (GEV) Baker Hughes Co (BKR) Kosmos Energy Ltd. (KOS) Borr Drilling Limited (BORR) Transocean LTD. (RIG)
Top Social Posts
Top posts by engagements in the last XX hours
"$VLOWY $TS $OIH Vallourec saying OCTG intensity per rig growing at X% per year; currently "U.S. market is good" Consumables (pipe sand) tell different story from rigs/frac crews - operators have been able to offset the impact of fewer rigs by higher intensity so far 🤷♂"
X Link 2025-11-16T12:39Z 3980 followers, XXX engagements
"Gas turbine orders continue to set records but probably too late to chase the manufacturers $GEV $ENR.GY $BKR and more prudent to focus on the companies that will have to supply all this #natgas 🤷♂"
X Link 2025-11-24T21:24Z 3980 followers, 1121 engagements
"@christankerfund $KOS is falling due refinancing worries about its Ghana partner Tullow $TWL.L . Kosmos itself is not in such bad place debt-wise"
X Link 2025-11-25T20:40Z 3976 followers, 1081 engagements
"$oih $borr $ne $rig Offshore development vs. exploration capex - development has made significant recovery from 2020-21 but exploration isn't truly "back" yet from the 2015-16 crash"
X Link 2025-12-07T22:09Z 3976 followers, 3850 engagements
"Someone here commented correctly the XXXX yrs avg age of the X JUs acquired from $NE exceeds the age of $BORR's existing fleet. However "older" is not "old" in this case; Borr's augmented fleet will remain on the "modern" side:"
X Link 2025-12-09T18:06Z 3980 followers, 1866 engagements
"@Ultradeep3 Yields on the 2028 bonds seem to have dropped 30-40 bps since the announcement though. Interestingly this transaction probably bullish for floaters too if $NE makes a follow-up move 🤷♂"
X Link 2025-12-10T15:52Z 3980 followers, XXX engagements