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@ZmansEnrgyBrain Z4 Energy Research
Z4 Energy Research posts on X about $lbrt, $pten, $hal, $enph the most. They currently have XXXXXX followers and 1814 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXXX +181%
- X Months XXXXXXX +23%
- X Year XXXXXXXXX +11%
Mentions: XX #
- X Week XX no change
- X Month XX +1.60%
- X Months XXX -XXXX%
- X Year XXX +67%
Followers: XXXXXX #
- X Week XXXXXX +0.44%
- X Month XXXXXX +1.90%
- X Months XXXXXX +8.60%
- X Year XXXXXX +14%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks countries cryptocurrencies
Social topic influence $lbrt, $pten, $hal, $enph, $eqt, $nov, $rrc, $gev, $cnx, rates
Top assets mentioned Liberty Energy Inc. (LBRT) Patterson-UTI Energy Inc (PTEN) Halliburton Company (HAL) Enphase Energy Inc (ENPH) EQT, Corp. (EQT) Novara Calcio Fan Token (NOV) Range Resources, Corp. (RRC) GE Vernova Inc. (GEV) Cryptonex (CNX) Oklo Inc. (OKLO) Chord Energy Corporation Common Stock (CHRD) Matador Resources, Co. (MTDR) Valero Energy Corporation (VLO) Magnolia Oil & Gas Corporation Class A Common Stock (MGY) Goldman Sachs (GS) PumpBTC (Governance token) (PUMP)
Top Social Posts #
Top posts by engagements in the last XX hours
"$HAL call at top of hour 2Q25 notes on site live call notes to follow"
@ZmansEnrgyBrain on X 2025-07-22 12:53:31 UTC 10.7K followers, 2327 engagements
"$LBRT sand slurry system can go XX miles. Interesting. #sand" @ZmansEnrgyBrain on X 2025-07-25 14:33:02 UTC 10.7K followers, XXX engagements
"$PTEN 2Q25 pre call note draft on site comments XX and XX under today's post. #OOTT" @ZmansEnrgyBrain on X 2025-07-23 23:12:47 UTC 10.7K followers, 1054 engagements
"The Friday Post: In today's post please find: the natural gas storage slide show next week's storage thoughts $LBRT 2Q25 Next Week's Calendar . Come See Us #oil #natgas #oott #ofs" @ZmansEnrgyBrain on X 2025-07-25 13:30:14 UTC 10.7K followers, 1084 engagements
"U.S. ACTIVE FRAC SPREADS AT NEW CYCLE LOW. The Wrap (always free) Come try us out: - #oil #natgas #oott" @ZmansEnrgyBrain on X 2025-07-26 15:18:36 UTC 10.7K followers, 4441 engagements
"We will have comments on $EQT $RRC $ENPH and $GEV in tomorrow's post and $MTDR as well if they have anything interesting" @ZmansEnrgyBrain on X 2025-07-22 15:34:26 UTC 10.7K followers, 1114 engagements
"$CNX announced a small tweak higher in 2025 production. #natgas" @ZmansEnrgyBrain on X 2025-07-24 13:02:24 UTC 10.7K followers, XXX engagements
"In North America - operators including well-established operators are planning significant scheduling gaps in 2H25. $HAL #oott" @ZmansEnrgyBrain on X 2025-07-22 13:08:37 UTC 10.7K followers, 8632 engagements
"$LBRT first call note on site live call notes shortly" @ZmansEnrgyBrain on X 2025-07-25 13:56:31 UTC 10.7K followers, XXX engagements
"@CurtFinch . due to lower commodity prices and sharp increases in frac efficency. A lot of lower spec or economically disadvanged horsepower won't ever come back (some may be cannibalized). Some will. The higher end dual fuel capable fleets (diesel supported by field gas) continues" @ZmansEnrgyBrain on X 2025-07-20 15:57:00 UTC 10.7K followers, XX engagements
"Withdrawing EBITDA guidance. Says competitors filled in calendar white space "unconstructively". $LBRT 2Q25 call comments. LOL" @ZmansEnrgyBrain on X 2025-07-25 14:18:16 UTC 10.7K followers, 1022 engagements
"@osamarizvi10 Thanks much. EIA had a pretty good dip in completions 1Q25 vs 1Q24. Curious if this was really weather impacted and flattened out in 2Q" @ZmansEnrgyBrain on X 2025-07-20 00:32:47 UTC 10.7K followers, XXX engagements
"PATTERSON SEES 3Q25 COMPLETIONS "STEADY" VS 2Q25. EMERALD AND TIER IV DGB FLEETS FULLY UTILIZED. $PTEN #OFS #OOTT" @ZmansEnrgyBrain on X 2025-07-24 14:27:47 UTC 10.7K followers, 1662 engagements
"Furthermore I know you agree with the "below maintenance level" comment as your firm $LBRT said the same thing at much higher rig and frac spread counts back in 3Q24 before you got the new gig. #OOTT" @ZmansEnrgyBrain on X 2025-07-22 14:10:56 UTC 10.7K followers, 1441 engagements
"A lot has changed since that update X years ago guys. $LBRT" @ZmansEnrgyBrain on X 2025-07-25 13:55:44 UTC 10.7K followers, XXX engagements
"$HAL 3Q25 C&P AND D&E GUIDANCE BELOW STREET. #OOTT" @ZmansEnrgyBrain on X 2025-07-22 13:21:53 UTC 10.7K followers, XXX engagements
"$LBRT - good color on this call regarding position with the $OKLO deal and gas on top of nuclear. #OOTT" @ZmansEnrgyBrain on X 2025-07-25 14:24:14 UTC 10.7K followers, 1054 engagements
"SCUDDER CONSENSUS EOS RISES TO 3907 BCF WE REMAIN 3925 BCF (for the last X months). #NATGAS" @ZmansEnrgyBrain on X 2025-07-28 14:07:08 UTC 10.7K followers, 1352 engagements
""We believe if oil directed activity does not recover from current levels we will likely see a larger negative impact on U.S. oil production than we have seen so far" Patterson $PTEN #OOTT" @ZmansEnrgyBrain on X 2025-07-23 22:48:13 UTC 10.7K followers, 12.7K engagements
"@WAR527 And we may still have some treasure island units around here some where" @ZmansEnrgyBrain on X 2025-07-26 18:40:27 UTC 10.7K followers, XXX engagements
""We will clearly stack some fleets." $HAL 2Q25 call. #OOTT" @ZmansEnrgyBrain on X 2025-07-22 13:30:37 UTC 10.7K followers, XXX engagements
"We will be on this call and circle back to replays on $CNX and $VLO. XX years ago we offered to coordinate industry calls for no overlap but alas the offer fell on deaf ears" @ZmansEnrgyBrain on X 2025-07-24 13:45:14 UTC 10.7K followers, 1078 engagements
"Some thoughts on $XXX B in energy sales. #NATGAS #OOTT" @ZmansEnrgyBrain on X 2025-07-29 14:09:26 UTC 10.7K followers, 4238 engagements
"Scudder's EOS edges back down to 3902. We remain 3925 Bcf. #NATGAS" @ZmansEnrgyBrain on X 2025-07-21 12:48:23 UTC 10.7K followers, 1237 engagements
"We do not believe the current level of activity can be sustained without a larger impact on U.S. production. Patterson 2Q25 call. #ofs #oott $PTEN" @ZmansEnrgyBrain on X 2025-07-24 14:22:11 UTC 10.7K followers, 2516 engagements
"$HAL green on day now after guiding low to Street. People want Real Not RahRah. From earlier on the site as the call wound down #OOTT" @ZmansEnrgyBrain on X 2025-07-22 18:08:34 UTC 10.7K followers, 1048 engagements
"$PTEN - revenue meet EBITDA modest beat EPS a penny light after backing out non cash charge. 3Q25 operating margin in line with consensus. 2H25 outlook better than we expected. 2026 EBITDA consensus likely too light. Cheap name. #OFS" @ZmansEnrgyBrain on X 2025-07-24 13:28:41 UTC 10.7K followers, 1806 engagements
"Q) Given oil prices and capex planning for 2026 is starting what are you hearing. A) Customers are REALLY JUST LOOKING FOR STABILITY now. If we get STABILITY that puts us in a position for some upside. $PTEN 2Q25 call @SecretaryWright tell your boss #OOTT" @ZmansEnrgyBrain on X 2025-07-24 14:40:56 UTC 10.7K followers, XXX engagements
"The Wednesday Post Natural Gas Macro Parts 1-4 $HPK$VWDRY $PTEN $GRNT $BPT #oil inventory preview #natgas storage preview Come see us" @ZmansEnrgyBrain on X 2025-07-02 13:28:18 UTC 10.7K followers, 1041 engagements
"The Tuesday Post #oil #natgas #oott $NOV $MGY $EQT Come see us" @ZmansEnrgyBrain on X 2025-07-29 11:19:23 UTC 10.7K followers, 1458 engagements
"The Wednesday Post: #oil #natgas #oott $GEV $ENPH $RRC $EQT $LBRT $OKLO" @ZmansEnrgyBrain on X 2025-07-23 11:38:46 UTC 10.7K followers, 1258 engagements
"Goldman Sachs analyst Brian Lee downgrades Enphase Energy $ENPH from Buy to Sell and lowers the price target from $XX to $XX. Stock bounces. Buy hey thanks for playing" @ZmansEnrgyBrain on X 2025-07-09 17:53:27 UTC 10.7K followers, 1284 engagements
""we are planning to modestly reduce our deployed fleet count and reposition this horsepower to support our expanded simulfrac offering for long-term partners" $LBRT And $ACDC $PTEN and $PUMP say thank you. #OOTT #OFS" @ZmansEnrgyBrain on X 2025-07-24 22:52:13 UTC 10.7K followers, 1332 engagements
"THERE IS NOTHING THAT WOULD MAKE ME WANT TO REACTIVATE A STACKED TIER II FLEET - $PTEN 2Q25 Q&A. #OFS #OOTT" @ZmansEnrgyBrain on X 2025-07-24 15:09:33 UTC 10.7K followers, 3724 engagements
""Producers are targeting a relatively flat production profile sustaining a baseline of frac activity to offset the natural decline of producing wells." Liberty Energy $LBRT 2Q25. Z4: Late last year you said frac significantly higher than today were too low to sustain" @ZmansEnrgyBrain on X 2025-07-25 13:37:11 UTC 10.7K followers, XXX engagements
"Dear @EIAgov "The EU will double down on America as the Energy Superpower by purchasing $XXX billion of U.S. energy exports through 2028." Can you speak to price and volume by type assumptions included here #OOTT" @ZmansEnrgyBrain on X 2025-07-28 19:09:24 UTC 10.7K followers, 4945 engagements
"Sounds like $HAL to stack more frac spreads rather than work at sub economic rates. #OOTT" @ZmansEnrgyBrain on X 2025-07-22 13:19:43 UTC 10.7K followers, 3221 engagements
"We are below maintenance level activity rates in the U.S. and Mexico and some other key markets $HAL 2Q25 #OOTT" @ZmansEnrgyBrain on X 2025-07-22 13:31:27 UTC 10.7K followers, 2998 engagements