[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.] #  @HFI_Research HFI Research HFI Research posts on X about phillips 66, $15bbl, $soc, arc 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::4337909658/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +630% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::4337909658/posts_active)  - X Week XX +11% - X Month XX +22% - X Months XXX -XX% - X Year XXX +49% ### Followers: XXXXXX [#](/creator/twitter::4337909658/followers)  - X Week XXXXXX +0.24% - X Month XXXXXX +1% - X Months XXXXXX +5.50% - X Year XXXXXX +12% ### CreatorRank: XXXXXXX [#](/creator/twitter::4337909658/influencer_rank)  ### Social Influence [#](/creator/twitter::4337909658/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [phillips 66](/topic/phillips-66) 4.88%, [$15bbl](/topic/$15bbl) #1, [$soc](/topic/$soc) #13, [arc](/topic/arc) 2.44%, [$arxto](/topic/$arxto) 2.44%, [$50s](/topic/$50s) 2.44%, [$40s](/topic/$40s) 2.44%, [germany](/topic/germany) 2.44%, [italy](/topic/italy) 2.44%, [france](/topic/france) XXXX% **Top accounts mentioned or mentioned by** [@joncostello](/creator/undefined) [@garquake](/creator/undefined) [@maverick_idea](/creator/undefined) [@energycynic](/creator/undefined) [@secretarywright](/creator/undefined) [@secretaryburgum](/creator/undefined) [@firstenercast](/creator/undefined) [@friendlycapmgmt](/creator/undefined) [@homervshomer](/creator/undefined) [@esghound](/creator/undefined) [@philmickelson](/creator/undefined) [@ericnuttall](/creator/undefined) [@urani_umm](/creator/undefined) [@rmed64](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@fasttradeking](/creator/undefined) [@realstoveadams](/creator/undefined) [@captainroyen](/creator/undefined) [@luke_skiba](/creator/undefined) [@bigideascapital](/creator/undefined) **Top assets mentioned** [Phillips XX (PSX)](/topic/phillips-66) [Sable Offshore Corp. (SOC)](/topic/$soc) [Energy Transfer, LP. (ET)](/topic/$et) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Cenovus Energy Inc. (CVE)](/topic/$cve) ### Top Social Posts [#](/creator/twitter::4337909658/posts) --- Top posts by engagements in the last XX hours "(Idea) ARC Resources - Conservative Play With Big Upside By: @Jon_Costello_ $ARX.TO" [X Link](https://x.com/HFI_Research/status/1979063082170159581) [@HFI_Research](/creator/x/HFI_Research) 2025-10-17T05:53Z 71K followers, 4732 engagements "Low $50s high $40s. Gold to oil ratio is at XX now" [X Link](https://x.com/HFI_Research/status/1979080969002061830) [@HFI_Research](/creator/x/HFI_Research) 2025-10-17T07:04Z 71K followers, 31.2K engagements "This winter is going to be so fun" [X Link](https://x.com/HFI_Research/status/1967514990145065268) [@HFI_Research](/creator/x/HFI_Research) 2025-09-15T09:05Z 70.9K followers, 33.6K engagements "From a market standpoint the outage would immediately jolt California gasoline prices higher. Imagine the refinery closures already hitting with this outage. To make matters worse Phillips XX refinery in LA is slated to close in Q4 2025" [X Link](https://x.com/HFI_Research/status/1973992515033264168) [@HFI_Research](/creator/x/HFI_Research) 2025-10-03T06:04Z 70.9K followers, 4185 engagements "This is an excellent chart from Barclays on global oil market imbalance so far this year" [X Link](https://x.com/HFI_Research/status/1976529694330855527) [@HFI_Research](/creator/x/HFI_Research) 2025-10-10T06:06Z 70.9K followers, 13.4K engagements "Huh IEA is forecasting oil surplus to be near +5 million b/d for Q1 and Q2 2026. To put those figures into perspective global oil inventories will build 860+ million bbls. If that was the case contango should be $15+/bbl. Its not" [X Link](https://x.com/HFI_Research/status/1978012136564723979) [@HFI_Research](/creator/x/HFI_Research) 2025-10-14T08:16Z 70.9K followers, 43.8K engagements "To put IEA's oil market balance into context in 2020 the surplus in Q2 resulted in an assumed build of XXXX billion bbls. If the IEA is correct about 2026 balances global oil inventories will observe total builds of XXXXX billion bbls. I think you see where we are going" [X Link](https://x.com/HFI_Research/status/1978182067201470639) [@HFI_Research](/creator/x/HFI_Research) 2025-10-14T19:32Z 70.9K followers, 30.8K engagements "First and foremost hope everyone is ok at the Chevron refinery. Chevron refinery in El Segundo has refining capacity of 269k b/d. This is really bad news as this accounts for XXXX% of Californias refining capacity. The incoming refinery closure is 284k b/d" [X Link](https://x.com/HFI_Research/status/1973991764139577761) [@HFI_Research](/creator/x/HFI_Research) 2025-10-03T06:01Z 71K followers, 16.9K engagements "Phillips XX closure will be another 139k b/d. Q4 total refinery outage in California could be 408k b/d or XX% of refining capacity 😳" [X Link](https://x.com/HFI_Research/status/1973993506562593187) [@HFI_Research](/creator/x/HFI_Research) 2025-10-03T06:08Z 71K followers, 6867 engagements "A big part of the recent surprise in implied US crude oil production stems from the reduction in transfers from crude oil supply. This was the old adjustment figure EIA used to figure out the missing crude supplies. You can see the -319k b/d y-o-y. What does this mean" [X Link](https://x.com/HFI_Research/status/1976187408421974208) [@HFI_Research](/creator/x/HFI_Research) 2025-10-09T07:26Z 71K followers, 4431 engagements "The normalized transfers to crude oil supply is usually 700k b/d. The reported 266k b/d is too low. As a result 434k b/d thats considered plant condensate is being counted as crude. If implied US crude oil production is XXXX million b/d then the real production is closer to XXXXX million b/d. Thats what the EIA XXX (official monthly report) will publish" [X Link](https://x.com/HFI_Research/status/1976187925382758452) [@HFI_Research](/creator/x/HFI_Research) 2025-10-09T07:28Z 71K followers, 3437 engagements "(Idea) Energy Transfer Is Back In The Buy Zone By: @Jon_Costello_ $ET" [X Link](https://x.com/HFI_Research/status/1976485697931575306) [@HFI_Research](/creator/x/HFI_Research) 2025-10-10T03:11Z 71K followers, 5838 engagements "$SOC From Barrons Energy Insider newsletter" [X Link](https://x.com/HFI_Research/status/1977771915495522703) [@HFI_Research](/creator/x/HFI_Research) 2025-10-13T16:22Z 71K followers, 68.9K engagements "My final update on $SOC: Company 8k is misleading saying CCC ruling does not gate restart. OSFM was compromised to have waited until CCC case to give decision. This was well documented in my last article. Geck will have to see the Anderle case and acknowledge his ruling" [X Link](https://x.com/HFI_Research/status/1978473544968552547) [@HFI_Research](/creator/x/HFI_Research) 2025-10-15T14:50Z 71K followers, 19.8K engagements "(Idea) Met Coal Recovery Update - Impact On Warrior Met Coal And Alpha Metallurgical Resources By: @Jon_Costello_ $HCC $AMR" [X Link](https://x.com/HFI_Research/status/1979400697784472030) [@HFI_Research](/creator/x/HFI_Research) 2025-10-18T04:14Z 71K followers, 5831 engagements "The faster US shale surprises to the upside in 2025 the more it will surprise to the downside (vs the current baseline) as flush production parabolically declines. Producers that ramped into this (cough Exxon) will see production decline more with a weak oil backdrop" [X Link](https://x.com/HFI_Research/status/1980291096577229274) [@HFI_Research](/creator/x/HFI_Research) 2025-10-20T15:12Z 71K followers, 11.3K engagements "$MEG.TO shareholders should reject the offer from $CVE. Let MEG use its FCF to buyback shares. Vote against the deal" [X Link](https://x.com/HFI_Research/status/1980862081298756004) [@HFI_Research](/creator/x/HFI_Research) 2025-10-22T05:01Z 71K followers, 7543 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.]
@HFI_Research HFI Research
HFI Research posts on X about phillips 66, $15bbl, $soc, arc 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 XXXXXX -XX%
- X Month XXXXXXX +630%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX +11%
- X Month XX +22%
- X Months XXX -XX%
- X Year XXX +49%
Followers: XXXXXX #
- X Week XXXXXX +0.24%
- X Month XXXXXX +1%
- X Months XXXXXX +5.50%
- X Year XXXXXX +12%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% countries XXXX%
Social topic influence phillips 66 4.88%, $15bbl #1, $soc #13, arc 2.44%, $arxto 2.44%, $50s 2.44%, $40s 2.44%, germany 2.44%, italy 2.44%, france XXXX%
Top accounts mentioned or mentioned by @joncostello @garquake @maverick_idea @energycynic @secretarywright @secretaryburgum @firstenercast @friendlycapmgmt @homervshomer @esghound @philmickelson @ericnuttall @urani_umm @rmed64 @joinyellowbrick @fasttradeking @realstoveadams @captainroyen @luke_skiba @bigideascapital
Top assets mentioned Phillips XX (PSX) Sable Offshore Corp. (SOC) Energy Transfer, LP. (ET) Warrior Met Coal, Inc. (HCC) Alpha Metallurgical Resources, Inc. (AMR) Cenovus Energy Inc. (CVE)
Top Social Posts #
Top posts by engagements in the last XX hours
"(Idea) ARC Resources - Conservative Play With Big Upside By: @Jon_Costello_ $ARX.TO"
X Link @HFI_Research 2025-10-17T05:53Z 71K followers, 4732 engagements
"Low $50s high $40s. Gold to oil ratio is at XX now"
X Link @HFI_Research 2025-10-17T07:04Z 71K followers, 31.2K engagements
"This winter is going to be so fun"
X Link @HFI_Research 2025-09-15T09:05Z 70.9K followers, 33.6K engagements
"From a market standpoint the outage would immediately jolt California gasoline prices higher. Imagine the refinery closures already hitting with this outage. To make matters worse Phillips XX refinery in LA is slated to close in Q4 2025"
X Link @HFI_Research 2025-10-03T06:04Z 70.9K followers, 4185 engagements
"This is an excellent chart from Barclays on global oil market imbalance so far this year"
X Link @HFI_Research 2025-10-10T06:06Z 70.9K followers, 13.4K engagements
"Huh IEA is forecasting oil surplus to be near +5 million b/d for Q1 and Q2 2026. To put those figures into perspective global oil inventories will build 860+ million bbls. If that was the case contango should be $15+/bbl. Its not"
X Link @HFI_Research 2025-10-14T08:16Z 70.9K followers, 43.8K engagements
"To put IEA's oil market balance into context in 2020 the surplus in Q2 resulted in an assumed build of XXXX billion bbls. If the IEA is correct about 2026 balances global oil inventories will observe total builds of XXXXX billion bbls. I think you see where we are going"
X Link @HFI_Research 2025-10-14T19:32Z 70.9K followers, 30.8K engagements
"First and foremost hope everyone is ok at the Chevron refinery. Chevron refinery in El Segundo has refining capacity of 269k b/d. This is really bad news as this accounts for XXXX% of Californias refining capacity. The incoming refinery closure is 284k b/d"
X Link @HFI_Research 2025-10-03T06:01Z 71K followers, 16.9K engagements
"Phillips XX closure will be another 139k b/d. Q4 total refinery outage in California could be 408k b/d or XX% of refining capacity 😳"
X Link @HFI_Research 2025-10-03T06:08Z 71K followers, 6867 engagements
"A big part of the recent surprise in implied US crude oil production stems from the reduction in transfers from crude oil supply. This was the old adjustment figure EIA used to figure out the missing crude supplies. You can see the -319k b/d y-o-y. What does this mean"
X Link @HFI_Research 2025-10-09T07:26Z 71K followers, 4431 engagements
"The normalized transfers to crude oil supply is usually 700k b/d. The reported 266k b/d is too low. As a result 434k b/d thats considered plant condensate is being counted as crude. If implied US crude oil production is XXXX million b/d then the real production is closer to XXXXX million b/d. Thats what the EIA XXX (official monthly report) will publish"
X Link @HFI_Research 2025-10-09T07:28Z 71K followers, 3437 engagements
"(Idea) Energy Transfer Is Back In The Buy Zone By: @Jon_Costello_ $ET"
X Link @HFI_Research 2025-10-10T03:11Z 71K followers, 5838 engagements
"$SOC From Barrons Energy Insider newsletter"
X Link @HFI_Research 2025-10-13T16:22Z 71K followers, 68.9K engagements
"My final update on $SOC: Company 8k is misleading saying CCC ruling does not gate restart. OSFM was compromised to have waited until CCC case to give decision. This was well documented in my last article. Geck will have to see the Anderle case and acknowledge his ruling"
X Link @HFI_Research 2025-10-15T14:50Z 71K followers, 19.8K engagements
"(Idea) Met Coal Recovery Update - Impact On Warrior Met Coal And Alpha Metallurgical Resources By: @Jon_Costello_ $HCC $AMR"
X Link @HFI_Research 2025-10-18T04:14Z 71K followers, 5831 engagements
"The faster US shale surprises to the upside in 2025 the more it will surprise to the downside (vs the current baseline) as flush production parabolically declines. Producers that ramped into this (cough Exxon) will see production decline more with a weak oil backdrop"
X Link @HFI_Research 2025-10-20T15:12Z 71K followers, 11.3K engagements
"$MEG.TO shareholders should reject the offer from $CVE. Let MEG use its FCF to buyback shares. Vote against the deal"
X Link @HFI_Research 2025-10-22T05:01Z 71K followers, 7543 engagements