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@EnergyRealist25 "$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 3896 followers, 1116 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 3890 followers, XXX 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 3895 followers, 2325 engagements

"@lasse108 US natural gas prices won't be as cheap as now (didn't stop me from buying $LYB but it's a risk)"
X Link @EnergyRealist25 2025-10-17T13:25Z 3894 followers, XXX engagements

"Energy services $XES vs. E&P $XOP since the first 🌮 in April - something seems to have changed last week 🧐"
X Link @EnergyRealist25 2025-10-22T20:39Z 3898 followers, 1060 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 3898 followers, 6084 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 3898 followers, 14K 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 3898 followers, 59.5K engagements

"The $SLB q2 to q3 revenue increase is due to the ChampionX acquisition. Without ChampionX NAM revenue was down X% () QoQ. International (includes offshore) basically flat at-1% 🤷♂"
X Link @EnergyRealist25 2025-10-17T11:28Z 3898 followers, 4064 engagements

"@ICBarrett @Ultradeep3 @MugsLuck Tbh their Q&A answers made me wonder why anyone would pay 7k annual subscription"
X Link @EnergyRealist25 2025-10-17T11:59Z 3898 followers, XXX engagements

"The $SLB Production Systems segment (e.g. artificial lift production chemicals) which is an "opex" business is relatively flat accounting for ChampionX (this was the thought process behind the acquisition):"
X Link @EnergyRealist25 2025-10-17T15:00Z 3898 followers, XXX engagements

"$SLB also showing small uptick in NAM Well Construction revenue (which is bit of surprise as this is the "capex" business) though YoY it is still down considerably:"
X Link @EnergyRealist25 2025-10-17T15:03Z 3898 followers, 1042 engagements

"Internationally the "black sheep" (so to say) from $SLB perspective remain Mexico & Saudi; both countries are obviously closely watched by $BORR bulls too:"
X Link @EnergyRealist25 2025-10-17T15:05Z 3898 followers, 2048 engagements

"@amitisinvesting Wen the Administration taking XX% stake in $CVNA"
X Link @EnergyRealist25 2025-10-23T14:44Z 3898 followers, XXX engagements

"It took $RIG one month to close the dilution day gap. I'll probably jinx it for everybody but it looks to me this could be the start of a slower-paced more sustainable bull market than 2022/23"
X Link @EnergyRealist25 2025-10-23T15:04Z 3898 followers, 8366 engagements

"I can see $VAL as "preferred supplier" via the ARO Drilling JV with Aramco but for JU exposure overall I can think of one other player that is at XXX% 😂"
X Link @EnergyRealist25 2025-10-24T13:29Z 3898 followers, 2857 engagements