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@ericnuttall Eric NuttallEric Nuttall posts on X about stocks, $gev, slot, macro the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXX% stocks XXXX%
Social topic influence stocks 9.09%, $gev 4.55%, slot 4.55%, macro 4.55%, dont get 4.55%, promised 4.55%, bearish 4.55%, $51wti 4.55%, has been 4.55%, tariffs XXXX%
Top accounts mentioned or mentioned by @beegjj @garquake @mattkiu @inthemoneypod @lauriestamp @petrogirl1 @hfiresearch @crofthelima @trader685 @jasoneburack @jim_duffus @rklb4ever @andys05657228 @chigrl @undervaluedong @energyburrito @turb0kat @babygotgas @fuzzybe02910905 @mediocrecapital
Top assets mentioned GE Vernova Inc. (GEV)
Top posts by engagements in the last XX hours
"Where's the glut"
X Link @ericnuttall 2025-10-22T15:09Z 107.6K followers, 19.1K engagements
"GE Vernova: 33GW backlog + 29GW slot reservations = 9.3Bcf/d of natural gas demand growth (up XX% sequentially from Q2 and = XXX% of current US supply). Very bullish natural gas"
X Link @ericnuttall 2025-10-22T16:19Z 107.6K followers, 14.1K engagements
"Good natural gas macro commentary from EQT:"
X Link @ericnuttall 2025-10-22T16:54Z 107.6K followers, 29.8K engagements
"Some US shale companies just don't get it and are a blight on the industry. Thankfully they are the exception"
X Link @ericnuttall 2025-10-22T14:10Z 107.6K followers, 18.7K engagements
"We were promised an oil glut with some forecasts STILL calling for 4MM Bbl/d builds in October (ie. a 124MM Bbls build in a single month). Halfway through October.onshore inventories have actually FALLEN by 23MM Bbls. Could the market be too bearish"
X Link @ericnuttall 2025-10-22T17:36Z 107.6K followers, 27.3K engagements
"Scott Sheffield the former CEO of Pioneer Natural Resources the shale company thought to have (had) the deepest inventory depth: "one of the main reasons that Pioneer sold was.we were running out of Tier X inventory. Everybody is running out of Tier X inventory. People don't talk about the fact that we are running out of inventory." The twilight of US shale is upon us"
X Link @ericnuttall 2025-03-11T20:57Z 107.5K followers, 524.5K engagements
"How safe are dividends in the current oil price storm We estimate the average of XX Canadian energy companies needs $51WTI to cover both their dividend and keep production flat. With robust dividend yields investors are being paid to wait for calmer seas ahead"
X Link @ericnuttall 2025-04-07T16:50Z 107.5K followers, 33.7K engagements
"Is the worst behind us for energy stocks Bottoms are found in capitulation.when the last (or 2nd last) towel has been thrown in and stocks approach deeply oversold levels. Yesterday the RSI (relative strength index) hit its lowest level since oil went negative in March 2020 and is at levels that historically has = a bottom. Fundamentally we also believe current dividend yields of 5%-8% sustainable at $45-$55WTI offer support. Sentiment has clearly taken a hit more by the velocity than the magnitude. Reports show aggressive share buybacks.the only positive spin on macro/paper market tantrums"
X Link @ericnuttall 2024-09-11T13:00Z 107.6K followers, 44.8K engagements
"What does a XX% tariff mean for CDN energy stocks 🛢assuming tariffs last a full year average cashflow falls by X% and free cashflow falls by XX% (includes hedging) 🛢Base case $70WTI FCF yields = 13.9%. With full tariff this falls to XXXX% so we would argue that stocks are fully discounting the tariff - no need for panic 🛢we believe we are being conservative ($17WCS differential vs. spot $XX and estimates of $16) 🛢a rising oil price + falling currency will buffer much of the tariff impact 🛢we believe most of the tariff on CDN oil will be a complete cost passthrough to the US consumer yet"
X Link @ericnuttall 2025-02-03T14:25Z 107.6K followers, 60.3K engagements
"This is leadership. Thank you Diamondback Energy. We believe there will soon be a day when the world will need every single barrel that can be pumped from US shale. Today is not that day"
X Link @ericnuttall 2025-08-05T13:39Z 107.6K followers, 37K engagements
"My thoughts on Cenovus buying MEG Energy:"
X Link @ericnuttall 2025-08-22T15:49Z 107.6K followers, 31.9K engagements
"Another day another newly announced data centre being powered with natural gas. If you're bullish the Mag X you have to be bullish natural gas producers especially with them trading at 12%-15% FCF yields at strip"
X Link @ericnuttall 2025-10-15T14:23Z 107.6K followers, 23.4K engagements
"RBC's respected @CroftHelima first out of the gate on what US sanctions on Rosneft and Lukoil (50% of Russian oil exports) mean for the oil markets:"
X Link @ericnuttall 2025-10-23T13:08Z 107.6K followers, 27.1K engagements
"The battle of the barrel: spreadsheet bbls vs. reality. Energy Aspects: "even as our spreadsheet balances continue to show large stockbuilds in Q4 XX and Q1 XX commercial crude stockbuilds for the first nine months of 2025 have realised at just XXX mb/d.""
X Link @ericnuttall 2025-10-28T16:22Z 107.6K followers, 13.8K engagements