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# ![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1482434599271768066.png) @EnergyRealist25 The Energy Realist

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

### Engagements: XXX [#](/creator/twitter::1482434599271768066/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482434599271768066/c:line/m:interactions.svg)

- X Week XXXXXX +53%
- X Month XXXXXX +195%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -X%

### Mentions: XX [#](/creator/twitter::1482434599271768066/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482434599271768066/c:line/m:posts_active.svg)

- X Week XX +125%
- X Month XX +11%
- X Months XXX +0.65%
- X Year XXX -XXXX%

### Followers: XXXXX [#](/creator/twitter::1482434599271768066/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482434599271768066/c:line/m:followers.svg)

- X Week XXXXX +2.40%
- X Month XXXXX +5.20%
- X Months XXXXX +19%
- X Year XXXXX +40%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1482434599271768066/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482434599271768066/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1482434599271768066/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$oih](/topic/$oih) #1, [$slb](/topic/$slb) #14, [$xle](/topic/$xle) #9, [$xop](/topic/$xop) #5, [$borr](/topic/$borr) #2, [acquisition](/topic/acquisition) #1550, [$ar](/topic/$ar) 2.08%, [$crk](/topic/$crk) 2.08%, [$eqt](/topic/$eqt) 2.08%, [$rrc](/topic/$rrc) XXXX%

**Top accounts mentioned or mentioned by**
[@leilanifarms](/creator/undefined) [@stonksandchill](/creator/undefined) [@jespermolsen](/creator/undefined) [@notsoalejandro](/creator/undefined) [@typesfast](/creator/undefined) [@djlowe](/creator/undefined) [@fuzzybe02910905](/creator/undefined) [@beegjj](/creator/undefined) [@lasse108](/creator/undefined) [@metzger_ri24956](/creator/undefined) [@newlowobserver](/creator/undefined) [@izzyshares](/creator/undefined) [@jsmith8286](/creator/undefined)

**Top assets mentioned**
[Schlumberger NV (SLB)](/topic/$slb) [Arweave (AR)](/topic/$ar) [Comstock Resources, Inc. (CRK)](/topic/$crk) [EQT, Corp. (EQT)](/topic/$eqt) [Range Resources, Corp. (RRC)](/topic/$rrc) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Transocean LTD. (RIG)](/topic/$rig) [Noble Corporation (NE)](/topic/$ne) [Validity (VAL)](/topic/$val) [LyondellBasell Industries NV (LYB)](/topic/$lyb)
### Top Social Posts [#](/creator/twitter::1482434599271768066/posts)
---
Top posts by engagements in the last XX hours

"$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](https://x.com/EnergyRealist25/status/1973012911628107928) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-09-30T13:11Z 3882 followers, 5943 engagements


"$xle $xop $oih How come US production is resilient at much lower capex πŸ€” 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](https://x.com/EnergyRealist25/status/1978158326769729545) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-14T17:57Z 3883 followers, 2299 engagements


"$AR $CRK $CTRA $EQT $RRC The public E&Ps get the most attention but it seems private #natgas operators are responsible for XX% of the gas rigs added since q1. To be seen if the sub-$3 HH prints will "curb their enthusiasm" πŸ€·β™‚"  
[X Link](https://x.com/EnergyRealist25/status/1953195994067419604) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-08-06T20:46Z 3883 followers, 3077 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 πŸ€·β™‚"  
[X Link](https://x.com/EnergyRealist25/status/1977406245947801713) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-12T16:09Z 3884 followers, XXX engagements


"$xle $xop $oih Ok so the IEA still doesn't know where XXX million bpd (from the "glut barrels") disappeared in August - you literally can't make this up πŸ€¦β™‚"  
[X Link](https://x.com/EnergyRealist25/status/1978829233314037866) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-16T14:23Z 3884 followers, 6786 engagements


"$LBRT "Industry frac activity has now fallen below levels required to sustain NAM oil production" EBITDA down XX% from '24 and if analyst Q4 estimates hold will be down 2/3 from '23 soon 3x drop should be enough to call the "cycle bottom" but can always get worse πŸ€·β™‚"  
[X Link](https://x.com/EnergyRealist25/status/1978940414494196143) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-16T21:45Z 3883 followers, 1363 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](https://x.com/EnergyRealist25/status/1979200760589029787) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T15:00Z 3884 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](https://x.com/EnergyRealist25/status/1979201493954601303) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T15:03Z 3884 followers, XXX 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% πŸ€·β™‚"  
[X Link](https://x.com/EnergyRealist25/status/1979147597219590181) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T11:28Z 3883 followers, 4017 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](https://x.com/EnergyRealist25/status/1977401583810842912) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-12T15:50Z 3883 followers, 13.7K 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 fasterπŸ€·β™‚"  
[X Link](https://x.com/EnergyRealist25/status/1978555669818020090) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-15T20:16Z 3882 followers, 59.1K 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](https://x.com/EnergyRealist25/status/1979176955896353267) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T13:25Z 3883 followers, XXX 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](https://x.com/EnergyRealist25/status/1979202116414550381) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T15:05Z 3882 followers, 1601 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@EnergyRealist25 Avatar @EnergyRealist25 The Energy Realist

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

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX +53%
  • X Month XXXXXX +195%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXX -X%

Mentions: XX #

Mentions Line Chart

  • X Week XX +125%
  • X Month XX +11%
  • X Months XXX +0.65%
  • X Year XXX -XXXX%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +2.40%
  • X Month XXXXX +5.20%
  • X Months XXXXX +19%
  • X Year XXXXX +40%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% cryptocurrencies XXXX% finance XXXX% countries XXXX%

Social topic influence $oih #1, $slb #14, $xle #9, $xop #5, $borr #2, acquisition #1550, $ar 2.08%, $crk 2.08%, $eqt 2.08%, $rrc XXXX%

Top accounts mentioned or mentioned by @leilanifarms @stonksandchill @jespermolsen @notsoalejandro @typesfast @djlowe @fuzzybe02910905 @beegjj @lasse108 @metzger_ri24956 @newlowobserver @izzyshares @jsmith8286

Top assets mentioned Schlumberger NV (SLB) Arweave (AR) Comstock Resources, Inc. (CRK) EQT, Corp. (EQT) Range Resources, Corp. (RRC) Coterra Energy Inc (CTRA) Liberty Energy Inc. (LBRT) Transocean LTD. (RIG) Noble Corporation (NE) Validity (VAL) LyondellBasell Industries NV (LYB)

Top Social Posts #


Top posts by engagements in the last XX hours

"$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 3882 followers, 5943 engagements

"$xle $xop $oih How come US production is resilient at much lower capex πŸ€” 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 3883 followers, 2299 engagements

"$AR $CRK $CTRA $EQT $RRC The public E&Ps get the most attention but it seems private #natgas operators are responsible for XX% of the gas rigs added since q1. To be seen if the sub-$3 HH prints will "curb their enthusiasm" πŸ€·β™‚"
X Link @EnergyRealist25 2025-08-06T20:46Z 3883 followers, 3077 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 πŸ€·β™‚"
X Link @EnergyRealist25 2025-10-12T16:09Z 3884 followers, XXX engagements

"$xle $xop $oih Ok so the IEA still doesn't know where XXX million bpd (from the "glut barrels") disappeared in August - you literally can't make this up πŸ€¦β™‚"
X Link @EnergyRealist25 2025-10-16T14:23Z 3884 followers, 6786 engagements

"$LBRT "Industry frac activity has now fallen below levels required to sustain NAM oil production" EBITDA down XX% from '24 and if analyst Q4 estimates hold will be down 2/3 from '23 soon 3x drop should be enough to call the "cycle bottom" but can always get worse πŸ€·β™‚"
X Link @EnergyRealist25 2025-10-16T21:45Z 3883 followers, 1363 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 3884 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 3884 followers, XXX 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% πŸ€·β™‚"
X Link @EnergyRealist25 2025-10-17T11:28Z 3883 followers, 4017 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 3883 followers, 13.7K 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 fasterπŸ€·β™‚"
X Link @EnergyRealist25 2025-10-15T20:16Z 3882 followers, 59.1K 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 3883 followers, XXX 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 3882 followers, 1601 engagements

@EnergyRealist25
/creator/twitter::EnergyRealist25