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@Energy_Tidbits Avatar @Energy_Tidbits Dan Tsubouchi

Dan Tsubouchi posts on X about ai, venezuela, white house, ceo the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence countries XXXX% finance XX% stocks XX% technology brands XXX% currencies XXX% automotive brands XXX% exchanges XXX%

Social topic influence ai 12.5%, venezuela #490, white house #346, ceo 7.5%, gas #1933, level 5%, has been 5%, generative 5%, adobe 5%, china X%

Top accounts mentioned or mentioned by @business @jpmorgan @rongweican @yongchangchin @guyjohnsontv @annaedwardsnews @lisaabramowicz1 @annmarie @lebeaucarnews @challengergray @ecmwf @osingyee @sstapczynski @thebrc @emposts @garippatricia @benbartenstein @noaa @monicaraymunt @enverusenergy

Top assets mentioned Exxon Mobil (XOM)

Top Social Posts

Top posts by engagements in the last XX hours

"Canadians still avoiding travelling to the US post Trump 51st state push. Not significant to MGM Resorts numbers but CEO says "International airlift is actually on par. Interestingly Canada is off XX% for Las Vegas. And obviously you know commentary about the 51st state isn't helping. their peak season is Feb and Oct you know in terms of you know when they come particularly around the notion of hockey and so we've got time I think to rebound and repair." #oott"
X Link 2025-09-06T16:57Z 14.4K followers, 4358 engagements

"Equinor operates Norway's giant oilfield Johan Sverdrup and has an unchanged view that coming off plateau in 2026 ie. similar view as 👇Aker BP on Oct XX. Equinor CFO "So in 2025 we were able to maintain the production more or less on the same level as '23 and '24. But we have fast forwarded a lot of production so this asset will start to decline." #oott"
X Link 2025-10-30T02:40Z 14.4K followers, 8861 engagements

"Macro factors disproportionately hitting US lower-income and Hispanics consumers. Molson Coors 11/04 Q3 call CEO . have been impacted by macro-related factors that have pressured consumption behavior. In the US these macro impacts have had a disproportionate effect on the lower income and Hispanic consumers. And within beer these consumer segments have driven a reduction in the number of buyers as well as spend per trip" Catch-up reading transcripts on a plane yesterday. Thx @business transcripts. #oott"
X Link 2025-11-11T00:54Z 14.4K followers, 2023 engagements

"Exponential growth in how traffic has been moving from generative AI platforms to retail sites. "Up over XXX% in the US up over XXX% in the UK. seeing this influx of traffic to the retail sites. And once they make it to the retail sites we're finding they are buying and converting more effectively than non-AI sourced traffic." Adobe Digital Insights Vivek Padya to @GuyJohnsonTV @annaedwardsnews"
X Link 2025-12-01T15:49Z 14.4K followers, 3333 engagements

"multiple US car consumer concerns. car loans amount borrowed monthly payments average loan terms are higher. Q3 XX day delinquency rate XXXX% back to 2008 GFC. Cox dealer sentiment is lowest for consumers buying new cars since Covid. thx @Lebeaucarnews #oott"
X Link 2025-12-03T13:41Z 14.4K followers, 2841 engagements

"Good morning Key markets as of approx. 5:30am MT on Dec X. HH #NatGas hits $XXXX. Nikkei +2.3% driven by AI/tech related shares. Softbank +9.2% Fanuc +13.0%. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott"
X Link 2025-12-04T12:34Z 14.4K followers, 1515 engagements

"AI Data Center 101: Need 24/7 Power and #NatGas is the key new 24/7 power generation thru 2030. Many slides in NextEra's investor conference today reinforce this fundamental including right from the start 👇Takeaway #1 and #2. #oott"
X Link 2025-12-09T02:47Z 14.4K followers, 6331 engagements

"Exxon forecasts Guyana #Oil production startups to add +900000 b/d:. Uaru: 250000 b/d in 2026. Whiptail: 250000 b/d in 2027. Hammerhead: 150000 b/d in 2029. Longtail: 250000 b/d in 2030. No wonder Chevron wanted Hess. #oott"
X Link 2025-12-10T02:42Z 14.4K followers, 7132 engagements

"WTI and Brent +$0.75. "US forces have intercepted and seized a sanctioned oil tanker off the coast of Venezuela according to people familiar with the matter a move that marks a serious escalation of tensions between the two countries. The White House didnt immediately respond to a request for comment. State oil company Petroleos de Venezuela SA and Venezuelas oil and information ministries didnt immediately reply to requests for comment" Thx @EMPosts @GaripPatricia @BenBartenstein"
X Link 2025-12-10T21:16Z 14.4K followers, XXX engagements

"Adobe Q4 call reinforces exponential growth in how traffic is moving from generative AI platforms to retail sales. "Our most recent Adobe Digital Index data which is based on online transactions across more than X trillion visits to U.S. retail sites shows generative AI traffic is up XXX% thus far for the 2025 holiday season." Note my 👇12/01 post Adobe also highlighted "seeing this influx of traffic to the retail sites. And once they make it to the retail sites we're finding they are buying and converting more effectively than non-AI sourced traffic." #USConsumer"
X Link 2025-12-11T02:59Z 14.4K followers, 1626 engagements

"More eating at home especially from younger adults noted in Campbell's Q1 call today. "Consumers' at-home cooking behavior was once again a tailwind .broth consumption grew for the 9th straight quarter driven by segment momentum that included increased households and buy rates. Younger generations continue to drive the majority of the momentum with Swanson posting six consecutive quarters of Millennial buy rate gains." My 👇06/02 post Campbell's highlighted the big increase in millennial buying. Thx @business transcripts"
X Link 2025-12-11T03:18Z 14.4K followers, 1756 engagements

"IEA Dec OMR increases oil demand YoY growth and oil demand for both 2025 and 2026. 2024: +1.040 mmb/d YoY to XXXXXXX mmb/d (was +1.048 YoY to 103.096). Assumed no change to 2023 as IEA doesn't include the detailed 2023. 2025: +0.835 mmb/d YoY to XXXXXXX mmb/d (was +0.788 YoY to 103.884). 2026: +0.862 mmb/d YoY to XXXXXXX mmb/d (was +0.770 YoY to 104.65). Vs its initial look in Apr OMR for 2026 at XXXXXXX mmb/d Dec OMR is +0.553 mmb/d to XXXXXXX mmb/d. See my 👇table for current EIA IEA OPEC Saudi Aramco oil demand growth forecasts. OPEC Dec MOMR to be released shortly. Thx @business Kristian"
X Link 2025-12-11T12:10Z 14.4K followers, 1838 engagements

"Big increase in US #LNG export capacity having a huge impact on HH #NatGas prices. HH this morning trading down $XXXX to $XXXX. BUT pre the big US LNG export capacity increase a forecast for a way warmer Dec 16-24 across most of the Lower XX would have sent HH crashing. Thx @NOAA #oott"
X Link 2025-12-11T12:27Z 14.4K followers, 1548 engagements

"Can EREVs (Extended Range EVs) be the game changer to get US/CAN ICE SUV/pickup truck drivers to switch "Volkswagen AG is drawing up plans for electric vehicles with range extender technology in Europe and the US" 👇@MonicaRaymunt Remember EREVs are very different vs PHEVs. See my 👇06/02 post. #oott"
X Link 2025-12-11T17:01Z 14.4K followers, 1483 engagements

"Similar to last year US oil rigs not having the normal small decline to Xmas after the big US Thanksgiving week decline. Rather like last Dec with small increase. If like last year one reason was still remaining capex budget. US oil rigs +1 WoW to XXX. US gas rigs -X WoW to XXX. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +28.3% or +28 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 12/02: XXX XXX 12/05: XXX XXX 11/26: XXX XXX Wed due to Thanksgiving week 11/21: XXX XXX 11/14: XXX XXX 11/07: XXX XXX 10/31: XXX XXX 10/24: XXX XXX 10/17: XXX XXX 10/10: XXX XXX 10/03: 422"
X Link 2025-12-12T18:08Z 14.4K followers, 2088 engagements

"New technology upside for Cdn SAGD #oil plays even at US$35 a barrel Exxon anticipates so Not in slides but in 👇Q&A "in the in-situ business we're deploying some new technologies.solvent-enhanced recovery. We're relatively early in that development we have a tremendous resource base and we think if that technology proves out to be viable and correct and deliver what we anticipate it will it will be able to compete for additional capital in our portfolio. And remember we're not doing anything in the upstream unless it has a cost of supply less than $XX a barrel. So what we're talking about is"
X Link 2025-12-10T03:24Z 14.4K followers, 10.3K engagements

"Huge break thru to reduce energy consumption to produce semi's Dai Nippon Printing's 👇energy-savings semi manufacturing for ultra-fine semi's could reduce power consumption by 90%. BUT the power consumption hog data centers are still not yet seeing any huge reduction in power consumption. Solartech's 👇what drives data center energy consumption: 40-50%: IT Equipment the primary load. 30-40%: Cooling Systems: the necessary overhead. 10-15%: Power distribution and backup systems 5-10%: Infrastructure and lighting. #oott"
X Link 2025-12-10T22:41Z 14.4K followers, XXX engagements

"Reciprocal engines using #NatGas powering micro grids for Permian operations. Coterra Energy 11/04 Q3 call. Reciprocal engines powered by #NatGas may be unexciting and overlooked but can be used singly or combined to produce microgrids of large size. In Q&A EVP As you know the northern Delaware basin and really the Permian and then on the Mexico side has been very constrained for power for some time and many operators are using small reciprocal engines to generate power on a well site by well site basis. And where we see value is when we can connect multiple leases to a single permanent"
X Link 2025-11-10T20:40Z 14.4K followers, 1678 engagements

"China higher domestic #NatGas production = lower China #LNG imports. 👇China LNG imports -XXXX bcf/d YoY to XXXX bcf/d thru 12/07/25. See my 👇11/14 post: China domestic #NatGas production Oct 2025 +6.0% YoY +1.44 bcf/d YoY to XXXXX bcf/d. Sep 2025 +9.7% YoY +2.20 bcf/d YoY to XXXX bcf/d. Aug 2025 +6.1% YoY +1.4 bcf/d YoY to XXXX bcf/d. July 2025: +7.8% YoY +1.8 bcf/d YoY to XXXX bcf/d. Thx @BloombergNEF #oott"
X Link 2025-12-10T01:22Z 14.4K followers, 3338 engagements

"Don't forget Saudi Aramco's starting up of its Jafurah unconventional #NatGas field is a negative to #Oil. @AlArabiya_Eng. 1st phase of Jafurah Gas Plant is complete and production has begun with a capacity of XXXX bcf/d (22.5% of 2030 forecast level) the Saudi finance ministry says. Jafurah is liquids-rich #NatGas so along with the #NatGas it produces condensate & NGLs and ethane. See my 👇01/14/25 posts. Aramco expects Jafurah to be X bcf/d by 2030 and at that time producing 630000 b/d of condensate & NGLs and XXX mmcf/d of ethane. Thx @Jamie__Ingram. So at XXXX% Jafurah 1st phase should be"
X Link 2025-12-03T00:31Z 14.4K followers, 9998 engagements

"Reminder the politically correct "low-carbon" actually means "natural gas". So low-carbon for AI Data Centers = #NatGas for AI Data Centers. @exxonmobil highlights "low-carbon power" for AI data centers and "we see the market for low-carbon data centers expanding. " #oott"
X Link 2025-12-09T13:07Z 14.4K followers, 3522 engagements

"Good morning Key markets as of approx. 5:30am MT on Dec XX. Broadcom -XXX% in pre-market leading Nasdaq pre market lower. HH $XXXX was -$0.37 to $XXXX Thurs on forecasts for very warm Lower XX towards Xmas. Gold +$53 to $4333 vs record close $4356 on Oct XX. This is a little spreadsheet I fill in the morning for a picture of key markets. #oott"
X Link 2025-12-12T12:35Z 14.4K followers, XXX engagements

"AI Data Center electricity consumption tidbit. We have anywhere from 4500 megawatts of data center load online said Patrick Bogle APS Data Center Strategist. Thats equivalent to 4500 big box stores. APS is Arizona Public Service. Per 👇@AdamKleppAZ report. #oott"
X Link 2025-12-12T15:59Z 14.4K followers, 1097 engagements

"Brazil daily oil production -X% to XXXXX mmb/d in Nov due to platform outages that removed XXX mmb/d in Oct. Production is recovering. Thx @maridurao @peterbmillard for report and also providing the 👇link to daily Brazil oil production data. #oott"
X Link 2025-12-13T12:39Z 14.4K followers, 1527 engagements

"Glencore's copper supply gap forecast today. "Another graph on the left that most will have seen. This is the supply gap in copper to what is needed. Now different estimates around. This estimate is a XX million ton deficit by 2050. We've seen others that are much higher than this others a little bit lower than that. But needless to say when you look at this graph and you've got the existing production that we have in the world today the announced and probable and possible projects that are coming on the deficit continues to grow. And this is why we need the copper." Thx @business"
X Link 2025-12-04T02:16Z 14.4K followers, 68K engagements

"White House warns other sanctioned tankers ie. tanker with Venezuela oil seizure not a one-off. Leavitt asked if tanker seizure was a one-off. Leavitt ". but I will just reiterate that the Trump administration is executing on the president's sanction policies and the sanction policies of the United States and we're not going to stand by and watch sanctioned vessels sail the seas with black-market oil" Thx @business transcripts. #oott"
X Link 2025-12-12T02:28Z 14.4K followers, 8219 engagements

"US intends to seize the oil from the tanker carrying #oil from Venezuela. White House confirms "the United States does intend to seize the oil. However there is a legal process for the seizure of that oil and that legal process will be followed." Thx @business transcript. #oott"
X Link 2025-12-12T02:47Z 14.4K followers, 3197 engagements

"Trump art of the deal. Will Maduro flee as the pressure increases Yesterday Trump says land strikes on Venezuela are "going to start happening". And when asked if anything can prevent that Trump "Well I don't want to say it. It's not only land strikes on Venezuela it's land strikes on horrible people that are bringing in drugs and killing our people." Also warns Colombia on its cocaine factories "That's a different country. We're not happy about it but we're stopping it." Thx @business transcripts. #oott"
X Link 2025-12-13T17:12Z 14.4K followers, 3125 engagements