[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.] #  @Energy_Tidbits Dan Tsubouchi Dan Tsubouchi posts on X about level, finance, gas, strong the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1029087530996494337/interactions)  - X Week XXXXXXX +282% - X Month XXXXXXX +3.50% - X Months XXXXXXXXX +107% - X Year XXXXXXXXX +26% ### Mentions: X [#](/creator/twitter::1029087530996494337/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +124% - X Year XXX +68% ### Followers: XXXXXX [#](/creator/twitter::1029087530996494337/followers)  - X Week XXXXXX +1.30% - X Month XXXXXX +3.10% - X Months XXXXXX +12% - X Year XXXXXX +22% ### CreatorRank: XXXXXXX [#](/creator/twitter::1029087530996494337/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [level](/topic/level) 9.68%, [finance](/topic/finance) 6.45%, [gas](/topic/gas) 6.45%, [strong](/topic/strong) 3.23%, [business](/topic/business) 3.23%, [inflation](/topic/inflation) 3.23%, [ceo](/topic/ceo) 3.23%, [canada](/topic/canada) 3.23%, [par](/topic/par) 3.23%, [norway](/topic/norway) XXXX% **Top accounts mentioned or mentioned by** [@business](/creator/undefined) [@daando37](/creator/undefined) [@thebrc](/creator/undefined) [@jpmorgan](/creator/undefined) [@rongweican](/creator/undefined) [@yongchangchin](/creator/undefined) [@phoebesedge](/creator/undefined) [@spglobalpmi](/creator/undefined) [@guyjohnsontv](/creator/undefined) [@annaedwardsnews](/creator/undefined) [@mariannaparraga](/creator/undefined) [@lisaabramowicz1](/creator/undefined) [@annmarie](/creator/undefined) [@alarabiyaeng](/creator/undefined) [@jamieingram](/creator/undefined) [@lebeaucarnews](/creator/undefined) [@challengergray](/creator/undefined) [@ecmwf](/creator/undefined) [@osingyee](/creator/undefined) [@sstapczynski](/creator/undefined) ### Top Social Posts Top posts by engagements in the last XX hours "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](https://x.com/Energy_Tidbits/status/1996406340152091096) 2025-12-04T02:28Z 14.3K followers, 22.4K 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](https://x.com/Energy_Tidbits/status/1998201292364083304) 2025-12-09T01:21Z 14.3K followers, 1359 engagements "Canadians still avoiding travelling to the US post Trump 51st state push. Not significant to MGM Resorts numbers but CEO says "International airlift is actually on par. Interestingly Canada is off XX% for Las Vegas. And obviously you know commentary about the 51st state isn't helping. their peak season is Feb and Oct you know in terms of you know when they come particularly around the notion of hockey and so we've got time I think to rebound and repair." #oott" [X Link](https://x.com/Energy_Tidbits/status/1964372468623393271) 2025-09-06T16:57Z 14.3K followers, 4356 engagements "Equinor operates Norway's giant oilfield Johan Sverdrup and has an unchanged view that coming off plateau in 2026 ie. similar view as 👇Aker BP on Oct XX. Equinor CFO "So in 2025 we were able to maintain the production more or less on the same level as '23 and '24. But we have fast forwarded a lot of production so this asset will start to decline." #oott" [X Link](https://x.com/Energy_Tidbits/status/1983725778740375589) 2025-10-30T02:40Z 14.3K followers, 8854 engagements "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](https://x.com/Energy_Tidbits/status/1986268824887349573) 2025-11-06T03:06Z 14.3K followers, 15.1K engagements "Technology = higher recovery and production rate in Permian shale/tight oil. Operational advancements by one player (ie. Exxon) relatively quickly work thru to others ie. lightweight proppant. Coterra Energy 11/04 Q3 call. Exxons use of lightweight proppant in Permian see my below 10/02 & 06/24 posts. Mgmt aske if Coterra has looked at lightweight proppant. CFO Yes. So we have a trial ongoing as a matter of fact on new lightweight proppants. So we don't have any results to share today but that's a technology that we're investigating. And we have a lot of hope to see improved productivity as" [X Link](https://x.com/Energy_Tidbits/status/1987950483584221304) 2025-11-10T18:28Z 14.3K followers, 9641 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](https://x.com/Energy_Tidbits/status/1987983789063299107) 2025-11-10T20:40Z 14.3K followers, 1671 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](https://x.com/Energy_Tidbits/status/1994009194198974728) 2025-11-27T11:43Z 14.3K followers, 20.9K engagements "Here is the big question Apollo & others are grappling with on financing data centers. Apollo Pres Jim Zelter. $5-7T needed to fund data center and infra capex over next 5-7 yrs. $1.5T from from free cash flow of hyperscalers Next $XXX% from project finance private capital & variety of other debt markets $1-1.25T from high grade investment grade market Leaves $1-1.5T where is that going to get financed Great interview @lisaabramowicz1 @annmarie #oott" [X Link](https://x.com/Energy_Tidbits/status/1995891506981540269) 2025-12-02T16:23Z 14.3K followers, 32.1K engagements "Don't forget Saudi Aramco's starting up of its Jafurah unconventional #NatGas field is a negative to #Oil. @AlArabiya_Eng. 1st phase of Jafurah Gas Plant is complete and production has begun with a capacity of XXXX bcf/d (22.5% of 2030 forecast level) the Saudi finance ministry says. Jafurah is liquids-rich #NatGas so along with the #NatGas it produces condensate & NGLs and ethane. See my 👇01/14/25 posts. Aramco expects Jafurah to be X bcf/d by 2030 and at that time producing 630000 b/d of condensate & NGLs and XXX mmcf/d of ethane. Thx @Jamie__Ingram. So at XXXX% Jafurah 1st phase should be" [X Link](https://x.com/Energy_Tidbits/status/1996014399027642442) 2025-12-03T00:31Z 14.3K followers, 9935 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](https://x.com/Energy_Tidbits/status/1996213141387289039) 2025-12-03T13:41Z 14.3K followers, 2825 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](https://x.com/Energy_Tidbits/status/1996558697426993227) 2025-12-04T12:34Z 14.3K followers, 1504 engagements "Similar to last year US oil rigs had increase in the week after US Thanksgiving whereas the normal expectation is for flat to small decline after the big Thanksgiving week -XX WoW drop. If like last year one reason was still remaining capex budget. Last week's 11/26 Baker Hughes rig count was as of Wed and not the normal Fri due to US Thanksgiving. US oil rigs +6 WoW to XXX. US gas rigs -X WoW to XXX. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +30.3% or +30 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 12/05: XXX XXX 11/26: XXX XXX 11/21: XXX XXX 11/14: XXX XXX 11/07:" [X Link](https://x.com/Energy_Tidbits/status/1997006007315451995) 2025-12-05T18:11Z 14.3K followers, 2236 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](https://x.com/Energy_Tidbits/status/1996403273218326716) 2025-12-04T02:16Z 14.3K followers, 67.2K 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](https://x.com/Energy_Tidbits/status/1998222905260605705) 2025-12-09T02:47Z 14.3K followers, 5839 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.]
@Energy_Tidbits Dan Tsubouchi
Dan Tsubouchi posts on X about level, finance, gas, strong the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +282%
- X Month XXXXXXX +3.50%
- X Months XXXXXXXXX +107%
- X Year XXXXXXXXX +26%
Mentions: X #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +124%
- X Year XXX +68%
Followers: XXXXXX #
- X Week XXXXXX +1.30%
- X Month XXXXXX +3.10%
- X Months XXXXXX +12%
- X Year XXXXXX +22%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% countries XXXX% stocks XXXX%
Social topic influence level 9.68%, finance 6.45%, gas 6.45%, strong 3.23%, business 3.23%, inflation 3.23%, ceo 3.23%, canada 3.23%, par 3.23%, norway XXXX%
Top accounts mentioned or mentioned by @business @daando37 @thebrc @jpmorgan @rongweican @yongchangchin @phoebesedge @spglobalpmi @guyjohnsontv @annaedwardsnews @mariannaparraga @lisaabramowicz1 @annmarie @alarabiyaeng @jamieingram @lebeaucarnews @challengergray @ecmwf @osingyee @sstapczynski
Top Social Posts
Top posts by engagements in the last XX hours
"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 14.3K followers, 22.4K 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 14.3K followers, 1359 engagements
"Canadians still avoiding travelling to the US post Trump 51st state push. Not significant to MGM Resorts numbers but CEO says "International airlift is actually on par. Interestingly Canada is off XX% for Las Vegas. And obviously you know commentary about the 51st state isn't helping. their peak season is Feb and Oct you know in terms of you know when they come particularly around the notion of hockey and so we've got time I think to rebound and repair." #oott"
X Link 2025-09-06T16:57Z 14.3K followers, 4356 engagements
"Equinor operates Norway's giant oilfield Johan Sverdrup and has an unchanged view that coming off plateau in 2026 ie. similar view as 👇Aker BP on Oct XX. Equinor CFO "So in 2025 we were able to maintain the production more or less on the same level as '23 and '24. But we have fast forwarded a lot of production so this asset will start to decline." #oott"
X Link 2025-10-30T02:40Z 14.3K followers, 8854 engagements
"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
"Technology = higher recovery and production rate in Permian shale/tight oil. Operational advancements by one player (ie. Exxon) relatively quickly work thru to others ie. lightweight proppant. Coterra Energy 11/04 Q3 call. Exxons use of lightweight proppant in Permian see my below 10/02 & 06/24 posts. Mgmt aske if Coterra has looked at lightweight proppant. CFO Yes. So we have a trial ongoing as a matter of fact on new lightweight proppants. So we don't have any results to share today but that's a technology that we're investigating. And we have a lot of hope to see improved productivity as"
X Link 2025-11-10T18:28Z 14.3K followers, 9641 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 14.3K followers, 1671 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 14.3K followers, 20.9K engagements
"Here is the big question Apollo & others are grappling with on financing data centers. Apollo Pres Jim Zelter. $5-7T needed to fund data center and infra capex over next 5-7 yrs. $1.5T from from free cash flow of hyperscalers Next $XXX% from project finance private capital & variety of other debt markets $1-1.25T from high grade investment grade market Leaves $1-1.5T where is that going to get financed Great interview @lisaabramowicz1 @annmarie #oott"
X Link 2025-12-02T16:23Z 14.3K followers, 32.1K engagements
"Don't forget Saudi Aramco's starting up of its Jafurah unconventional #NatGas field is a negative to #Oil. @AlArabiya_Eng. 1st phase of Jafurah Gas Plant is complete and production has begun with a capacity of XXXX bcf/d (22.5% of 2030 forecast level) the Saudi finance ministry says. Jafurah is liquids-rich #NatGas so along with the #NatGas it produces condensate & NGLs and ethane. See my 👇01/14/25 posts. Aramco expects Jafurah to be X bcf/d by 2030 and at that time producing 630000 b/d of condensate & NGLs and XXX mmcf/d of ethane. Thx @Jamie__Ingram. So at XXXX% Jafurah 1st phase should be"
X Link 2025-12-03T00:31Z 14.3K followers, 9935 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, 2825 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 14.3K followers, 1504 engagements
"Similar to last year US oil rigs had increase in the week after US Thanksgiving whereas the normal expectation is for flat to small decline after the big Thanksgiving week -XX WoW drop. If like last year one reason was still remaining capex budget. Last week's 11/26 Baker Hughes rig count was as of Wed and not the normal Fri due to US Thanksgiving. US oil rigs +6 WoW to XXX. US gas rigs -X WoW to XXX. US oil rigs now -XXXX% or -XX rigs vs Apr XX US gas rigs now +30.3% or +30 rigs vs Apr XX. Baker Hughes US #Oil & #NatGas rigs. 12/05: XXX XXX 11/26: XXX XXX 11/21: XXX XXX 11/14: XXX XXX 11/07:"
X Link 2025-12-05T18:11Z 14.3K followers, 2236 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 14.3K followers, 67.2K 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 14.3K followers, 5839 engagements