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@ericnuttall Avatar @ericnuttall Eric Nuttall

Eric Nuttall posts on X about stocks, debt, there will, $12bn the most. They currently have XXXXXXX 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: XXXXXXX #

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Social category influence finance XX% stocks X% countries X%

Social topic influence stocks 12%, debt #966, there will 4%, $12bn 4%, market cap 4%, $60wti 4%, has been 4%, tariffs 4%, what does 4%, hedging X%

Top accounts mentioned or mentioned by @garquake @inthemoneypod @beegjj @macwhackle @mattkiu @lauriestamp @hfiresearch @crofthelima @vcsgrizzfa2075 @rynokinsight @jim_duffus @trader685 @rklb4ever @energyburrito @chigrl @petrogirl1 @jasoneburack @vanisleinvestor @undervaluedong @turb0kat

Top assets mentioned GE Vernova Inc. (GEV)

Top Social Posts #

Top posts by engagements in the last XX hours

"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 107.7K followers, 37K 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 107.7K followers, 18.9K engagements

"Want proof that the energy sector is inefficient = opportunity rich You can buy a $12BN market cap Montney/Duvernay company with 25+ years of stay-flat "premium" inventory dividend yielding X% with little debt (1X) at 4.6X cashflow and an XX% FCF yield at $60WTI"
X Link @ericnuttall 2025-10-28T15:12Z 107.7K followers, 52.3K engagements

"My thoughts on Cenovus buying MEG Energy:"
X Link @ericnuttall 2025-08-22T15:49Z 107.7K followers, 31.9K 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 107.7K 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 107.7K followers, 60.3K 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 107.7K followers, 14.2K 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 107.7K followers, 27.3K engagements

"Will the "oil glutters" be proven right or wrong The oil glut at least for now is in the eye of the beholder. TOTAL oil inventories including on water have increased far more than normal (+220MM Bbls vs. 5-year avg. of -47MM Bbls). Onshore only however paints a different story up 70MM Bbls vs. -9MM Bbls 5-year avg. So is the surge of "on water" due to an increase in exports (OPEC+ exports +1.6MM Bbl/d since end of V8 deal) and set to hit visible storage are they related to sanctioned barrels and increased voyage time therefore price neutral or a combination thereof As I was reminded often"
X Link @ericnuttall 2025-10-02T16:13Z 107.7K followers, 45.2K engagements

"Good natural gas macro commentary from EQT:"
X Link @ericnuttall 2025-10-22T16:54Z 107.7K followers, 30.1K engagements

"Want proof that the energy sector is inefficient = opportunity rich You can buy the largest natural gas producer in North America with 20+ years of inventory + low debt (0.7x) at a XX% FCF yield at $X gas (3 year forward gas strip = $3.93) with XX% of post-div FCF = buybacks"
X Link @ericnuttall 2025-10-27T14:59Z 107.7K followers, 72K engagements

"The energy sector has a sentiment problem at least partly due to the relentless climate doomsday preaching that has dissuaded an entire generation of investors from even considering energy stocks for investment. Important tone shift:"
X Link @ericnuttall 2025-10-28T14:46Z 107.7K followers, 16.3K 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 107.7K followers, 15.6K engagements

"We really like long duration low decline high free cashflow assets like the Canadian oilsands and they are finally starting to get the credit they deserve:"
X Link @ericnuttall 2025-10-30T14:08Z 107.7K followers, 22.9K engagements

"We estimate current OPEC spare capacity at 1.6MM Bbl/d vs. demand of 106MM Bbl/d. The oil market is now like a house without fire insurance in a neighborhood full of arsonists"
X Link @ericnuttall 2025-10-30T14:56Z 107.7K followers, 23.3K engagements