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# ![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::67533177.png) @ZmansEnrgyBrain Z4 Energy Research

Z4 Energy Research posts on X about $lbrt, $slb, $hal, $pump the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::67533177/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::67533177/c:line/m:interactions.svg)

- X Week XXXXXX +286%
- X Month XXXXXXX +86%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +20%

### Mentions: XX [#](/creator/twitter::67533177/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::67533177/c:line/m:posts_active.svg)

- X Week XX +126%
- X Month XXX +36%
- X Months XXX -XX%
- X Year XXXXX +71%

### Followers: XXXXXX [#](/creator/twitter::67533177/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::67533177/c:line/m:followers.svg)

- X Week XXXXXX +0.24%
- X Month XXXXXX +0.52%
- X Months XXXXXX +6.30%
- X Year XXXXXX +14%

### CreatorRank: XXXXXXX [#](/creator/twitter::67533177/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::67533177/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::67533177/influence)
---

**Social category influence**
[stocks](/list/stocks)  #5598 [cryptocurrencies](/list/cryptocurrencies)  #8212 [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$lbrt](/topic/$lbrt) #3, [$slb](/topic/$slb) #11, [$hal](/topic/$hal) #1, [$pump](/topic/$pump) #26, [#ai](/topic/#ai) 4.35%, [hal](/topic/hal) #36, [$sm](/topic/$sm) #4, [$fang](/topic/$fang) #30, [balance sheet](/topic/balance-sheet) #1501, [citigroup](/topic/citigroup) #9

**Top accounts mentioned or mentioned by**
[@war527](/creator/undefined) [@cnbc](/creator/undefined) [@geoffreykarren](/creator/undefined) [@doublebirdcap](/creator/undefined) [@secretarywright](/creator/undefined) [@shedrills](/creator/undefined) [@eiagov](/creator/undefined) [@gmailcoim](/creator/undefined) [@curtfinch](/creator/undefined) [@natgaskneel](/creator/undefined) [@vcsgrizzfa2075](/creator/undefined) [@parth29192](/creator/undefined) [@chrisk22115858](/creator/undefined) [@dish1samg](/creator/undefined)

**Top assets mentioned**
[Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Schlumberger NV (SLB)](/topic/$slb) [Halliburton Company (HAL)](/topic/$hal) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [SM Energy Company (SM)](/topic/$sm) [FANG Token (FANG)](/topic/$fang) [Citigroup Inc (C)](/topic/citigroup) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Oklo Inc. (OKLO)](/topic/$oklo) [PG&E, Corp. (PCG)](/topic/$pcg) [Berry Data (BRY)](/topic/$bry) [Magnolia Oil & Gas Corporation Class A Common Stock (MGY)](/topic/$mgy) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [USA COMPRESSION PARTNERS LP (USAC)](/topic/$usac) [Valero Energy Corporation (VLO)](/topic/$vlo) [CatCoin (CAT)](/topic/$cat) [Veritise (VTS)](/topic/$vts) [Copiosa Coin (COP2)](/topic/$cop) [EQT, Corp. (EQT)](/topic/$eqt)
### Top Social Posts [#](/creator/twitter::67533177/posts)
---
Top posts by engagements in the last XX hours

"$LBRT 2Q25 - XXX MW or order nothing signed $PUMP 2Q25 - XXX MW on order XX signed being delivered. $LBRT 3Q25 GW on order nothing signed. $PUMP 3Q25 CC 10/29/25 PUMP trading at 2.6x 2026 EBITDA (only fracr w/ EBITDA gro in 26) LBRT @ 4.2x '25 4.4x '26. LBRT up 25%"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979244595469766810) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T17:54Z 10.9K followers, 2126 engagements


"Last Post: ProPetro Set To Stand Out Vs. Frac Peers With Growth Best In Show Balance Sheet"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980270074134139356) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T13:49Z 10.9K followers, XXX engagements


"Analyst Watch $SLB Barclays ups from $XX to $XX. Amojng several positive target tweak ups this am. . People are sleeping on this name and its tie in to data centers"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980283549321154848) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T14:42Z 10.9K followers, XXX engagements


"Will be interesting to see if $ACDC moves closer to power. Off balance sheet options to support MW combined with their expertise in generation could be interesting for 3Q25 call. #OOTT $LBRT $PUMP"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980330429963247780) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T17:49Z 10.9K followers, 1271 engagements


"C3+ Current domestic @ $XXXXX International @ $XXXXX. Used to be the other way around with $AR's current price Mont B. More OPEC #NGL barrels but maybe also less demand for U.S. exports Need a way to better track Marcus Hook exports to incremental China PDH"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980354960459178024) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T19:26Z 10.9K followers, 1046 engagements


"$HAL out with a nice beat and a positive data center / AI development last night. Come see us Notes on site live call notes at X am EST"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980598852185911304) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T11:35Z 10.9K followers, 2228 engagements


"Analyst Watch . $LBRT Citigroup upgrades LBRT from Neutral to Buy target from $XX to $XX (not a typo). . Goldman also bumped from $XX to $XX on power segment this morning. . Should be positive for $PUMP as this just about has to be weighted to power vs frac"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980602452920369199) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T11:49Z 10.9K followers, 2307 engagements


"$HAL - NORTH AMERICAN COMPLETIONS WHITE SPACE WAS LESS THAN EXPECTED GUIDING 4Q SEQ REVEN DOWN XX TO 13%. (HOWEVER STREET HAD NAM DOWN XX% SEQ)"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980623795506249998) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:14Z 10.9K followers, XXX engagements


"The first thing to snap back will be North America. (the opposite of what SLB said last Friday). $HAL 3Q25 Q&A"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980631825711264201) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:46Z 10.9K followers, XXX engagements


""North America is probably below maintenance" - Halliburton 3Q25 Q&A $HAL #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980628196203581673) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:32Z 10.9K followers, 5093 engagements


"$HAL 3Q25 near end of Q&A #ofs #oott"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980635167564918846) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:59Z 10.9K followers, XXX engagements


"TRUMP ADMIN WILL SEEK AN EQUITY STAKE IN $PCG FOR THE $XX B LOAN GUARANTEE (THE LARGEST ONE DURING THE LAST ADMIN) GRANTED 1/17/25:"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1970590196992245849) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-09-23T20:44Z 10.9K followers, 2033 engagements


"@WAR527 Label that one mediocre trade currently. $BRY got picked off too that one did better in "just a trade" category. When does the next round of "quality" A&D start Someone needs to take out $MGY $CHRD $PR so I can rollover"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1970896596943634686) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-09-24T17:02Z 10.9K followers, XXX engagements


"CIVITAS SHAREHOLDERS UNDER-JOYED BY THOUGHT OF MERGER OF MEEKUALS. $CIVI $SM"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1976353181170094283) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-09T18:24Z 10.9K followers, 2943 engagements


""It's going to be hard to see growth at $XX oil. And at $XX I think that's an even harder story." CEO Diamondback Energy #OOTT #PERMIAN"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1976696095414624334) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-10T17:07Z 10.9K followers, 1109 engagements


"Someone like $SM should take out $HPK #goeastyoungman #permian"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1978122748795781297) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-14T15:36Z 10.9K followers, 1559 engagements


"$SLB - 3rd price target upgrade this week ahead of earnings on Friday"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1978449567445094608) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-15T13:15Z 10.9K followers, XXX engagements


""Industry frac activity has now fallen below levels required to sustain North American oil production" - Liberty Energy 3Q25 PR $LBRT #frac #oott"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1978940298903298220) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-16T21:45Z 10.9K followers, 1137 engagements


"$LBRT 3Q25 draft comments on site"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1978943220022194410) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-16T21:56Z 10.9K followers, XXX engagements


"3Q' reports for $SLB $LBRT covered in today's post. $USAC $oil #natgas #OOTT Come take a test drive and have a good Friday"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979147216376721659) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T11:27Z 10.9K followers, XXX engagements


""several countries across the Middle EastandAsiacontinue to show robust growth." $SLB 3Q25 #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979152984677163120) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T11:50Z 10.9K followers, XXX engagements


"$SLB NAM revenues were ahead of expectations in part due to increased data center solutions. 3Q25 #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979153731192013079) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T11:53Z 10.9K followers, XXX engagements


""AI-driven data demand is fueling rapid growth and this business is going to be a material and meaningful contributor to SLBs portfolio in the future." $SLB 3Q25 #AI #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979156809010049490) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T12:05Z 10.9K followers, XXX engagements


"Analyst Watch $VLO Wells Fargo initiates with an Overweight and $XXX target with earnings next week and the shares at $XXX. Now thats cowboy"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979160423061410110) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T12:19Z 10.9K followers, XXX engagements


"nearly XX% of upstream investment going to offsetting declines. Schlumberger $SLB 3Q25 call"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979182657721205184) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T13:48Z 10.9K followers, XXX engagements


"$SLB 3Q25 Q&A Q) data center solutions is growing rapidly and becoming sizable - can you talk to strategy. A) it's early days and we are very pleased. Started in U.S. but expanding into Asia and elsewhere with hyperscalers. #ai #oott"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979189010913218638) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:13Z 10.9K followers, 2223 engagements


"#AI PEOPLE ARE SLEEPING ON THIS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979190212149317882) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:18Z 10.9K followers, 1209 engagements


"$SLB - competency in data center / #AI - not capex intensive for us"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979191292539101596) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:22Z 10.9K followers, 1167 engagements


"SCHLUMBERGER SEES OIL MARKET REBALANCING IN 2026. #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979192082632761809) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:25Z 10.9K followers, 7799 engagements


"$LBRT 3Q25 CC starting. Notes for the quarter on the site live call notes shortly"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979194195286917580) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:34Z 10.8K followers, XXX engagements


""Industry frac activity has now fallen below levels required to sustain North American oil production" - $LBRT #ofs #oott"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979196304216522885) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:42Z 10.9K followers, 2036 engagements


"$LBRT CFO wants to begin by celebrating the successes of the team. Tell me you own $OKLO personally without telling me you own $OKLO personally"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979197522485653915) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:47Z 10.9K followers, XXX engagements


"Dear $PUMP See $LBRT announce X GW power with no contract signed and rally XX% on a miss as you think about your 3Q25 call with contracts in hand and time to market ahead of Liberty. That is all. #ai #oott #ofs"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979203266333352408) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T15:10Z 10.9K followers, 2860 engagements


"$LBRT call takeaway . $CAT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979205279485927755) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T15:18Z 10.9K followers, XXX engagements


"LIBERTY CALL Says DOE being very helpful with development of nuclear. Says $OKLO initial project (Idaho) to see generation in 2028. $LBRT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979209785695252542) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T15:35Z 10.9K followers, 1259 engagements


"We own some $LBRT Did not have LIBERTY CLOSES LIBERATION DAY GAP on my bingo card today after seeing those results"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979212558742483153) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T15:47Z 10.9K followers, 1313 engagements


"$HAL INTERNATIONAL 4Q GUIDANCE ABOVE STREET"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980622247116066924) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:08Z 10.9K followers, XXX engagements


"$HAL 3Q25 call notes $XX mm #tariff impact in 3Q growing to $XX mm in 4Q"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980625890015838440) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:23Z 10.9K followers, XXX engagements


"@SheDrills Interesting that $HAL sees NAM recovering first while $SLB sees opposite. Not exactly surprising but interesting"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980724786683867318) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T19:56Z 10.9K followers, XXX engagements


"Dear @SecretaryWright Any thoughts on this "We expect casing costs to increase almost XX% through the course of 2025 raising the breakeven cost of nearly every well drilled in the United States this year" Diamondback Energy $FANG #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1952726751437558008) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-08-05T13:41Z 10.9K followers, 6860 engagements


"$FANG CEO says its going to be hard to see production at $XX per barrel of oil Bezinga #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1973417820672369114) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-01T16:00Z 10.9K followers, 1239 engagements


"Wonder when $HAL takes out Voltagrid"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980333582511141041) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T18:01Z 10.9K followers, 2764 engagements


"DRAFT 2Q25 NOTES ON OUR SITE FOR $AESI $FANG $VTS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1952482501970305419) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-08-04T21:31Z 10.9K followers, 1241 engagements


"$COP calls IEA fake news: "We dont see floating inventories rising we dont see a lot more medium-sour crude coming into the US Gulf Coast which typically happens if theres a lot of spare capacity - Ryan Lance 1/2 #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1978111541833609497) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-14T14:51Z 10.9K followers, 1081 engagements


""Global inventories still reside at multiyear lows" $SLB 3Q25 call. #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979926724558135362) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-19T15:04Z 10.9K followers, XXX engagements


""The need to offset natural production decline accounts for nearly XX% of annual upstream investment" $SLB 3Q25 call #OOOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979926882083623119) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-19T15:05Z 10.9K followers, XXX engagements


"Has this bad idea been laid to rest $CIVI $SM"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980356232360956356) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T19:31Z 10.9K followers, 1134 engagements


"Interesting $HAL"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980385810198458721) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T21:29Z 10.9K followers, 1847 engagements


"Live $HAL call notes on the site shortly"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980620430923763972) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:01Z 10.9K followers, XXX engagements


"$HAL is stacking diesel and dual fuel fleets. #OOTT #OFS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980631940467187787) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:47Z 10.9K followers, 2697 engagements


"$EQT plans XX to XX Bcf in strategic curtailments in 4Q25. #NATGAS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980763667781112310) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T22:30Z 10.9K followers, 10K engagements