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@EnergyRealist25 The Energy Realist

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

Engagements: XX #

• X Week XXXXX -XX%
• X Month XXXXXX -XX%
• X Months XXXXXXX +3.20%
• X Year XXXXXXX -XXXX%

Mentions: X #

• X Week XX -XX%
• X Month XX -XX%
• X Months XXX +19%
• X Year XXX +12%

Followers: XXXXX #

• X Week XXXXX +0.51%
• X Month XXXXX +1.50%
• X Months XXXXX +15%
• X Year XXXXX +37%

CreatorRank: undefined #

Social Influence

Social category influence stocks XX% finance XX%

Social topic influence $oih #4, $ne #466, $xle 20%, $xes 20%, $borr 20%, $rig 20%, bullish 20%, $vlowy 10%, $ts 10%, $xop XX%

Top accounts mentioned or mentioned by @christankerfund @ultradeep3 @icbarrett

Top assets mentioned Noble Corporation (NE) Borr Drilling Limited (BORR) Transocean LTD. (RIG) Tenaris S. A. (TS) GE Vernova Inc. (GEV) Baker Hughes Co (BKR) Colgate-Palmolive Company (CL)

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 3979 followers, XXX engagements

"$XLE $XOP $XES $OIH The rig count drop last week appears to have been mostly driven by private oil producers - based on the Enverus rig breakdown"
X Link 2025-12-02T21:53Z 3980 followers, 2474 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, 1125 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 3980 followers, 3919 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, 1896 engagements

"$OIH $XES $XLE 2026E capex consensus for NAM E&Ps (short-cycle) is still falling but NOCs /Majors estimates look to have bottomed; perhaps long-cycle investment already looking past short-term oversupply and we may see further decoupling of OFS stocks from $CL 🤷♂"
X Link 2025-11-28T19:15Z 3979 followers, 2595 engagements

"$OIH $RIG $NE $BORR $NBR Rystad/Woodmac both see flattish/slightly higher oilfield capex next years; meanwhile price action has been very bullish for many OFS stocks/ETFs - perhaps saying the "oil glut" if/when it finally arrives won't change much producers' long-term plans 🤷♂"
X Link 2025-12-03T21:14Z 3979 followers, 4756 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