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@Energy_Tidbits Avatar @Energy_Tidbits Dan Tsubouchi

Dan Tsubouchi posts on X about business, ai, coterra energy, mexico 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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Social Influence

Social category influence finance XXXXX% countries XXXX% stocks XXXX% currencies XXXX% technology brands XXXX%

Social topic influence business #4199, ai 5.26%, coterra energy 2.63%, mexico 2.63%, china 2.63%, sentiment 2.63%, $9434t 2.63%, $6954t 2.63%, dec 2.63%, ceo XXXX%

Top accounts mentioned or mentioned by @business @daando37 @jpmorgan @phoebesedge @spglobalpmi @guyjohnsontv @annaedwardsnews @mariannaparraga @lisaabramowicz1 @annmarie @alarabiyaeng @jamieingram @challengergray @ecmwf @osingyee @sstapczynski @rongweican @yongchangchin @lebeaucarnews @thebrc

Top Social Posts

Top posts by engagements in the last XX hours

"US shale/tight #oil need to add XXX mmb/d of new production just to offset declines and keep production flat at X mmb/d. Chord Energy highlights its low base decline rate of 34%. Its table of unnamed peer group looks to have an overall base decline of 40%. If US shale/tight oil of X mmb/d has a XX% base decline it means the US has to add3.6 mmb/d of new oil production just to keep production flat. #oott"
X Link 2025-11-06T03:06Z 14.3K followers, 15.1K engagements

"4-mile vs 2-mile Bakken wells. Chord Energy 11/05 Q3 call. 4-mile wells EUR are 1.9x to 2.0x two 2-mile wells EURs in the Bakken. 4-mile wells work because of cost advantage vs two 2-mile wells but will result in a little less ultimate oil recovery. Yeah. So from an EUR perspective I'd say what we anticipate is that we'll see call-it XX% to XXX% EUR uplift relative to what we'd see in 2-mile wells. Catch-up reading transcripts on the plane yesterday. Thx @business transcripts. #oott"
X Link 2025-11-10T19:11Z 14.3K followers, 15.3K 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, 1672 engagements

""China released a new round of crude oil import quotas to the nation's private refiners this week a move that enables companies to ramp; up purchases for this year through 2026. Overall about XX teapots got between five to XX million tons of import quotas." ie. XX to XX million barrels. Thx @rongweican @yongchang_chin #oott"
X Link 2025-11-27T11:43Z 14.4K followers, 20.9K 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 14.3K followers, 2834 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, 1508 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, 2021 engagements

"UK Nov retail sales disappoint. "Pre-Budget jitters among shoppers meant the month of Black Friday did not deliver as strongly as retailers had hoped or the economy needed. Sales growth was the weakest in six months despite the elevated inflation. Not unexpectedly online dominated with the proportion of non-food bought online reaching its highest level since 2022. Many consumers took advantage of promotions with homeware and upholstery selling well ahead of festive hosting. Fashion lagged especially with the mild first half of November dampening demand for winterwear. "In November total sales"
X Link 2025-12-09T01:21Z 14.4K followers, 1391 engagements

"Glencore sees thermal #coal need for decades. "we believe there's a strong case for particularly high-quality energy coal for many decades to come" ".And everybody says ah coal is dying we don't need coal what do we need coal for We look at fossil fuels across the business or across the decades. Since 2004 to now in the XX years fossil fuels have lost X% of the market share. That's true. But the fact is the world has spent nearly $XX trillion and the use of fossil fuels have gone down from XX% to 79%. That's all $XX trillion has done. And when you look at it on an absolute terms the power's"
X Link 2025-12-04T02:28Z 14.4K followers, 22.4K 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, 6279 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, 67.5K 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, 6892 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, 10.1K 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

"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, 1385 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

"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, XXX engagements