[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.] #  @ZmansEnrgyBrain Z4 Energy Research Z4 Energy Research posts on X about $snd, $aesi, $ar, $civi the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::67533177/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXX +19% - X Year XXXXXXXXX +22% ### Mentions: XX [#](/creator/twitter::67533177/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +4.90% - X Year XXXXX +57% ### Followers: XXXXXX [#](/creator/twitter::67533177/followers)  - X Week XXXXXX +0.30% - X Month XXXXXX +0.80% - X Months XXXXXX +5.80% - X Year XXXXXX +14% ### CreatorRank: XXXXXXX [#](/creator/twitter::67533177/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$snd](/topic/$snd) #1, [$aesi](/topic/$aesi) #1, [$ar](/topic/$ar) #8, [$civi](/topic/$civi) 4.04%, [gas](/topic/gas) 4.04%, [target](/topic/target) 3.03%, [$sm](/topic/$sm) 3.03%, [#sand](/topic/#sand) #16, [$chrd](/topic/$chrd) #1, [$exe](/topic/$exe) XXXX% **Top accounts mentioned or mentioned by** [@gmailcom](/creator/undefined) [@war527](/creator/undefined) [@financehandson](/creator/undefined) [@seekingalpha](/creator/undefined) [@aramondiaz](/creator/undefined) [@jszhang0912](/creator/undefined) [@quibono1776](/creator/undefined) [@variantviewx](/creator/undefined) [@variantview_x](/creator/undefined) [@qui_bono1776](/creator/undefined) [@duedillengence](/creator/undefined) **Top assets mentioned** [Atlas Energy Solutions Inc. (AESI)](/topic/$aesi) [Arweave (AR)](/topic/$ar) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [SM Energy Company (SM)](/topic/$sm) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Windoge98 (EXE)](/topic/$exe) [Inery (INR)](/topic/$inr) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Crescent Energy Company (CRGY)](/topic/$crgy) [EQT, Corp. (EQT)](/topic/$eqt) [Gulfport Energy Corporation (GPOR)](/topic/$gpor) ### Top Social Posts Top posts by engagements in the last XX hours "$SND $AESI #SAND #OFS" [X Link](https://x.com/ZmansEnrgyBrain/status/1992976158871208066) 2025-11-24T15:18Z 11K followers, XXX engagements "$SND $X. @ $XXXX it trades at 2.5x our 2026 E EBITDA estimate. At current levels $AESI trades just under 5x. Maybe AESI should look to expand beyond the #Permian doing so on the cheap and thinking ahead to when the U.S. will struggle to grow #NATGAS production. #SAND" [X Link](https://x.com/ZmansEnrgyBrain/status/1995509480050831448) 2025-12-01T15:05Z 11K followers, XXX engagements "The Monday Post #natgas #oott $AR $SND" [X Link](https://x.com/ZmansEnrgyBrain/status/1997993243028427135) 2025-12-08T11:34Z 11K followers, 2993 engagements "Fun with some old maps we had around $AR #NATGAS" [X Link](https://x.com/ZmansEnrgyBrain/status/1998023455107961174) 2025-12-08T13:34Z 11K followers, 2513 engagements "$AR - expect price target upgrades tomorrow. #natgas" [X Link](https://x.com/ZmansEnrgyBrain/status/1998039484131315993) 2025-12-08T14:38Z 11K followers, XXX engagements "Commented on $SND - Smart Sand Reports Strong Q2 Thoughts Ahead Of The Earnings Call" [X Link](https://x.com/ZmansEnrgyBrain/status/1998051337020510461) 2025-12-08T15:25Z 11K followers, XXX engagements "No time like the present for $CHRD to monetize their Marcellus sub. #bakken #oott" [X Link](https://x.com/ZmansEnrgyBrain/status/1998104037745647970) 2025-12-08T18:55Z 11K followers, 1526 engagements "$EXE should pick this off now for lower $ before NEPA in basin demand jumps the price up. $CHRD #marcellus #natgas" [X Link](https://x.com/ZmansEnrgyBrain/status/1998110437670539350) 2025-12-08T19:20Z 11K followers, XXX engagements "#oott come on Warner Bros take the Paramount offer . Oh wait wrong notes" [X Link](https://x.com/ZmansEnrgyBrain/status/1998334947359125548) 2025-12-09T10:12Z 11K followers, 1131 engagements "Incremental power + LNG demand (2026 to 2030). Antero Resources 3Q25 #NATGAS #LNG" [X Link](https://x.com/ZmansEnrgyBrain/status/1983917225942630868) 2025-10-30T15:21Z 11K followers, 1342 engagements "Why do this $CIVI $SM" [X Link](https://x.com/ZmansEnrgyBrain/status/1985337281507389877) 2025-11-03T13:24Z 11K followers, 2631 engagements "The lack of congrats on this deal is very loud. $civi $sm #oott" [X Link](https://x.com/ZmansEnrgyBrain/status/1985368438467080249) 2025-11-03T15:28Z 11K followers, 1943 engagements "$AESI - good questions by Gengarro this call. #stifel #OFS" [X Link](https://x.com/ZmansEnrgyBrain/status/1985702260685279587) 2025-11-04T13:34Z 11K followers, XXX engagements "$AESI 4Q25 Street revenue and EBITDA too high. #sand #ofs" [X Link](https://x.com/ZmansEnrgyBrain/status/1985702543981490242) 2025-11-04T13:35Z 11K followers, XXX engagements "$AESI - expect sequentially lower #sand volumes in 4Q. Sees 4Q volumes as cycle low. Sand pricing slightly lower 4Q ($20/ton) vs 3Q ($20.35/ton)" [X Link](https://x.com/ZmansEnrgyBrain/status/1985702917425283104) 2025-11-04T13:37Z 11K followers, XXX engagements "$AESI referring to Moser as legacy power bridge power. New orders are X MW gas recip stationary units. #OFS #power #ai" [X Link](https://x.com/ZmansEnrgyBrain/status/1985703168844419296) 2025-11-04T13:38Z 11K followers, XXX engagements "$AESI referring to capex per MW in line with what others have shares (so around $XXX MM/MW with BOP). #ai #power #ofs" [X Link](https://x.com/ZmansEnrgyBrain/status/1985703343512306033) 2025-11-04T13:39Z 11K followers, 1061 engagements "A TALE OF TWO SANDS $SND $AESI #OFS" [X Link](https://x.com/ZmansEnrgyBrain/status/1990511418266079489) 2025-11-17T20:04Z 11K followers, XXX engagements "The Tuesday Post $SND $EXE $CIVI #oil #natgas #oott" [X Link](https://x.com/ZmansEnrgyBrain/status/1990791456790073507) 2025-11-18T14:37Z 11K followers, XXX engagements "Why does Piper think so little of $CRKTarget dropped from $X to $X with the shares at $XX. Not saying it's not overdone to the upside here but the vendetta is long standing now" [X Link](https://x.com/ZmansEnrgyBrain/status/1990791965970141223) 2025-11-18T14:39Z 11K followers, XXX engagements "$AESI cuts to Sell target from $XX to $X. With the shares at $XXXX. Interesting. We are not long. But in-basin sand capacity is tightening. When the Permian turns that's going to a leveraged Permian activity bounce with pricing power and a power segment kicker" [X Link](https://x.com/ZmansEnrgyBrain/status/1991920589070848271) 2025-11-21T17:24Z 11K followers, XXX engagements "COME SEE US AND READ ABOUT A TALE OF TWO SANDS . $SND VS $AESI #SAND #OOTT" [X Link](https://x.com/ZmansEnrgyBrain/status/1992965302766666087) 2025-11-24T14:35Z 11K followers, XXX engagements "@Qui_Bono1776 NWS not needed for Midland but can help EURs. In-asin is cheaper as it's local and plentiful while NWS is in demand for higher pressure higher closure pressure plays. It's not a market $SND plays in and same Permian sand not appropriate in Appalachia and parts of Canada" [X Link](https://x.com/ZmansEnrgyBrain/status/1995524250149519754) 2025-12-01T16:03Z 11K followers, XX engagements "Better $AR #NGL #oott" [X Link](https://x.com/ZmansEnrgyBrain/status/1995536744951738841) 2025-12-01T16:53Z 11K followers, 1110 engagements "$AR's view of $LNG export capacity through 2030 has increased. #natgas" [X Link](https://x.com/ZmansEnrgyBrain/status/1995538518643273824) 2025-12-01T17:00Z 11K followers, 2991 engagements "$SND vs $AESI - a tale of two sands" [X Link](https://x.com/ZmansEnrgyBrain/status/1995586689453228204) 2025-12-01T20:11Z 11K followers, XXX engagements "Last Post: ProPetro - Standing Out From Frac Peers With Power" [X Link](https://x.com/ZmansEnrgyBrain/status/1996571910633886091) 2025-12-04T13:26Z 11K followers, XXX engagements "$CRGY rolling higher tagging $XX and dragging VTLE with it. Best level for $VTLE since the deal to be acquired was announced in August. #OOTT" [X Link](https://x.com/ZmansEnrgyBrain/status/1996953305742708835) 2025-12-05T14:42Z 11K followers, XXX engagements "$SND near $X @ $X they will trade at 3.4x our 2026 E EBITDA figure $AESI at $XXXXX trades at 7.2x Street 2026 E EBITDA Different markets scale margins but SND is nearly debt-free is sending $ back to shareholders and is much more #natgas tied" [X Link](https://x.com/ZmansEnrgyBrain/status/1996962608306340136) 2025-12-05T15:19Z 11K followers, XXX engagements "$CIVI at best levels since merger with $SM was announced. This in no way suggests we like this chimera going forward. #OOTT" [X Link](https://x.com/ZmansEnrgyBrain/status/1996978350930215149) 2025-12-05T16:21Z 11K followers, XXX engagements "4 of the rigs that went back to work this week were verticals. Hz rig count up X. #ofs #oott" [X Link](https://x.com/ZmansEnrgyBrain/status/1997022237631959281) 2025-12-05T19:16Z 11K followers, XXX engagements "Source: POLITICO" [X Link](https://x.com/ZmansEnrgyBrain/status/1997416897722175625) 2025-12-06T21:24Z 11K followers, XXX engagements "$AR said to think of them as a X rig company vs X rigs in the past. Positive for $SND demand" [X Link](https://x.com/ZmansEnrgyBrain/status/1998035872193929587) 2025-12-08T14:24Z 11K followers, XXX engagements "$AR pro forma 2026 math on site. #natgas" [X Link](https://x.com/ZmansEnrgyBrain/status/1998079063655845998) 2025-12-08T17:15Z 11K followers, XXX engagements "Maybe you should see if Warner Bros knows" [X Link](https://x.com/ZmansEnrgyBrain/status/1998083065097392282) 2025-12-08T17:31Z 11K followers, X engagements "@FinanceHandsOn Possible the last big deal in this area of the sand world was Apollo for US Silica in 2024 at 4.7x EBITDA. Would make sense for PE guys to nab them as a way to player power demand for AI/datacenters as well as LNG export expansion" [X Link](https://x.com/ZmansEnrgyBrain/status/1998147187566354460) 2025-12-08T21:46Z 11K followers, XX engagements "$INR going to X rigs. $SND has two terminals in Ohio to feed the rising #Utica activity as welll as Marcellus needs in PA and WV from these guys $EQT and $AR. #sand #frac #ofs #oott" [X Link](https://x.com/ZmansEnrgyBrain/status/1998016931195163077) 2025-12-08T13:08Z 11K followers, XXX engagements "$SND - so $AR only planned to drill X wells on that acreage they sold to $INR today over next X years. INR is adding a rig and plans to get busy. More activity in the #Utica is good for sand demand. $SND has two terminals not yet at full capacity that can serve that. #natgas" [X Link](https://x.com/ZmansEnrgyBrain/status/1998039239372705815) 2025-12-08T14:37Z 11K followers, XXX engagements "$AR @ X mo hi. We like the combo of lightly hedged gas (ex collars) and unhedged NGLs here. AR cash flow loves higher oil and gas prices. @ $XXXXX trades at 4.8x our Z4 2026 Base Case ($4.25 gas). Upside target is $XX for a 6.0x mulitple of Base Case. #natgas" [X Link](https://x.com/ZmansEnrgyBrain/status/1994461770711183802) 2025-11-28T17:41Z 11K followers, 1696 engagements "Tudor softening on #natgas E&Ps after the recent run targets overhead but they're cutting ratings on $AR and $GPOR" [X Link](https://x.com/ZmansEnrgyBrain/status/1995499753917030510) 2025-12-01T14:26Z 11K followers, XXX engagements "$AR #natgas" [X Link](https://x.com/ZmansEnrgyBrain/status/1997976294840246536) 2025-12-08T10:27Z 11K followers, 1425 engagements "@WAR527 Some sellside liked the INR inventory gain and AR caught a downgrade pre announcement plus gas today. So theres that" [X Link](https://x.com/ZmansEnrgyBrain/status/1998472269929263499) 2025-12-09T19:18Z 11K followers, XXX engagements "President Trump gave President Zelensky days to respond to a Russian peace plan and wants elections in Ukraine. Zelensky is set to deliver a peace plan with Europe tomorrow and says that with security guarantees elections could be done early next year. Got it. #oott" [X Link](https://x.com/ZmansEnrgyBrain/status/1998480017148289232) 2025-12-09T19:49Z 11K followers, XXX 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.]
@ZmansEnrgyBrain Z4 Energy Research
Z4 Energy Research posts on X about $snd, $aesi, $ar, $civi 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 -XX%
- X Months XXXXXXX +19%
- X Year XXXXXXXXX +22%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +4.90%
- X Year XXXXX +57%
Followers: XXXXXX #
- X Week XXXXXX +0.30%
- X Month XXXXXX +0.80%
- X Months XXXXXX +5.80%
- X Year XXXXXX +14%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXX% countries XXXX% currencies XXXX% travel destinations XXXX%
Social topic influence $snd #1, $aesi #1, $ar #8, $civi 4.04%, gas 4.04%, target 3.03%, $sm 3.03%, #sand #16, $chrd #1, $exe XXXX%
Top accounts mentioned or mentioned by @gmailcom @war527 @financehandson @seekingalpha @aramondiaz @jszhang0912 @quibono1776 @variantviewx @variantview_x @qui_bono1776 @duedillengence
Top assets mentioned Atlas Energy Solutions Inc. (AESI) Arweave (AR) Civitas Resources, Inc. (CIVI) SM Energy Company (SM) Chord Energy Corporation Common Stock (CHRD) Windoge98 (EXE) Inery (INR) Cheniere Energy, Inc. (LNG) Crescent Energy Company (CRGY) EQT, Corp. (EQT) Gulfport Energy Corporation (GPOR)
Top Social Posts
Top posts by engagements in the last XX hours
"$SND $AESI #SAND #OFS"
X Link 2025-11-24T15:18Z 11K followers, XXX engagements
"$SND $X. @ $XXXX it trades at 2.5x our 2026 E EBITDA estimate. At current levels $AESI trades just under 5x. Maybe AESI should look to expand beyond the #Permian doing so on the cheap and thinking ahead to when the U.S. will struggle to grow #NATGAS production. #SAND"
X Link 2025-12-01T15:05Z 11K followers, XXX engagements
"The Monday Post #natgas #oott $AR $SND"
X Link 2025-12-08T11:34Z 11K followers, 2993 engagements
"Fun with some old maps we had around $AR #NATGAS"
X Link 2025-12-08T13:34Z 11K followers, 2513 engagements
"$AR - expect price target upgrades tomorrow. #natgas"
X Link 2025-12-08T14:38Z 11K followers, XXX engagements
"Commented on $SND - Smart Sand Reports Strong Q2 Thoughts Ahead Of The Earnings Call"
X Link 2025-12-08T15:25Z 11K followers, XXX engagements
"No time like the present for $CHRD to monetize their Marcellus sub. #bakken #oott"
X Link 2025-12-08T18:55Z 11K followers, 1526 engagements
"$EXE should pick this off now for lower $ before NEPA in basin demand jumps the price up. $CHRD #marcellus #natgas"
X Link 2025-12-08T19:20Z 11K followers, XXX engagements
"#oott come on Warner Bros take the Paramount offer . Oh wait wrong notes"
X Link 2025-12-09T10:12Z 11K followers, 1131 engagements
"Incremental power + LNG demand (2026 to 2030). Antero Resources 3Q25 #NATGAS #LNG"
X Link 2025-10-30T15:21Z 11K followers, 1342 engagements
"Why do this $CIVI $SM"
X Link 2025-11-03T13:24Z 11K followers, 2631 engagements
"The lack of congrats on this deal is very loud. $civi $sm #oott"
X Link 2025-11-03T15:28Z 11K followers, 1943 engagements
"$AESI - good questions by Gengarro this call. #stifel #OFS"
X Link 2025-11-04T13:34Z 11K followers, XXX engagements
"$AESI 4Q25 Street revenue and EBITDA too high. #sand #ofs"
X Link 2025-11-04T13:35Z 11K followers, XXX engagements
"$AESI - expect sequentially lower #sand volumes in 4Q. Sees 4Q volumes as cycle low. Sand pricing slightly lower 4Q ($20/ton) vs 3Q ($20.35/ton)"
X Link 2025-11-04T13:37Z 11K followers, XXX engagements
"$AESI referring to Moser as legacy power bridge power. New orders are X MW gas recip stationary units. #OFS #power #ai"
X Link 2025-11-04T13:38Z 11K followers, XXX engagements
"$AESI referring to capex per MW in line with what others have shares (so around $XXX MM/MW with BOP). #ai #power #ofs"
X Link 2025-11-04T13:39Z 11K followers, 1061 engagements
"A TALE OF TWO SANDS $SND $AESI #OFS"
X Link 2025-11-17T20:04Z 11K followers, XXX engagements
"The Tuesday Post $SND $EXE $CIVI #oil #natgas #oott"
X Link 2025-11-18T14:37Z 11K followers, XXX engagements
"Why does Piper think so little of $CRKTarget dropped from $X to $X with the shares at $XX. Not saying it's not overdone to the upside here but the vendetta is long standing now"
X Link 2025-11-18T14:39Z 11K followers, XXX engagements
"$AESI cuts to Sell target from $XX to $X. With the shares at $XXXX. Interesting. We are not long. But in-basin sand capacity is tightening. When the Permian turns that's going to a leveraged Permian activity bounce with pricing power and a power segment kicker"
X Link 2025-11-21T17:24Z 11K followers, XXX engagements
"COME SEE US AND READ ABOUT A TALE OF TWO SANDS . $SND VS $AESI #SAND #OOTT"
X Link 2025-11-24T14:35Z 11K followers, XXX engagements
"@Qui_Bono1776 NWS not needed for Midland but can help EURs. In-asin is cheaper as it's local and plentiful while NWS is in demand for higher pressure higher closure pressure plays. It's not a market $SND plays in and same Permian sand not appropriate in Appalachia and parts of Canada"
X Link 2025-12-01T16:03Z 11K followers, XX engagements
"Better $AR #NGL #oott"
X Link 2025-12-01T16:53Z 11K followers, 1110 engagements
"$AR's view of $LNG export capacity through 2030 has increased. #natgas"
X Link 2025-12-01T17:00Z 11K followers, 2991 engagements
"$SND vs $AESI - a tale of two sands"
X Link 2025-12-01T20:11Z 11K followers, XXX engagements
"Last Post: ProPetro - Standing Out From Frac Peers With Power"
X Link 2025-12-04T13:26Z 11K followers, XXX engagements
"$CRGY rolling higher tagging $XX and dragging VTLE with it. Best level for $VTLE since the deal to be acquired was announced in August. #OOTT"
X Link 2025-12-05T14:42Z 11K followers, XXX engagements
"$SND near $X @ $X they will trade at 3.4x our 2026 E EBITDA figure $AESI at $XXXXX trades at 7.2x Street 2026 E EBITDA Different markets scale margins but SND is nearly debt-free is sending $ back to shareholders and is much more #natgas tied"
X Link 2025-12-05T15:19Z 11K followers, XXX engagements
"$CIVI at best levels since merger with $SM was announced. This in no way suggests we like this chimera going forward. #OOTT"
X Link 2025-12-05T16:21Z 11K followers, XXX engagements
"4 of the rigs that went back to work this week were verticals. Hz rig count up X. #ofs #oott"
X Link 2025-12-05T19:16Z 11K followers, XXX engagements
"Source: POLITICO"
X Link 2025-12-06T21:24Z 11K followers, XXX engagements
"$AR said to think of them as a X rig company vs X rigs in the past. Positive for $SND demand"
X Link 2025-12-08T14:24Z 11K followers, XXX engagements
"$AR pro forma 2026 math on site. #natgas"
X Link 2025-12-08T17:15Z 11K followers, XXX engagements
"Maybe you should see if Warner Bros knows"
X Link 2025-12-08T17:31Z 11K followers, X engagements
"@FinanceHandsOn Possible the last big deal in this area of the sand world was Apollo for US Silica in 2024 at 4.7x EBITDA. Would make sense for PE guys to nab them as a way to player power demand for AI/datacenters as well as LNG export expansion"
X Link 2025-12-08T21:46Z 11K followers, XX engagements
"$INR going to X rigs. $SND has two terminals in Ohio to feed the rising #Utica activity as welll as Marcellus needs in PA and WV from these guys $EQT and $AR. #sand #frac #ofs #oott"
X Link 2025-12-08T13:08Z 11K followers, XXX engagements
"$SND - so $AR only planned to drill X wells on that acreage they sold to $INR today over next X years. INR is adding a rig and plans to get busy. More activity in the #Utica is good for sand demand. $SND has two terminals not yet at full capacity that can serve that. #natgas"
X Link 2025-12-08T14:37Z 11K followers, XXX engagements
"$AR @ X mo hi. We like the combo of lightly hedged gas (ex collars) and unhedged NGLs here. AR cash flow loves higher oil and gas prices. @ $XXXXX trades at 4.8x our Z4 2026 Base Case ($4.25 gas). Upside target is $XX for a 6.0x mulitple of Base Case. #natgas"
X Link 2025-11-28T17:41Z 11K followers, 1696 engagements
"Tudor softening on #natgas E&Ps after the recent run targets overhead but they're cutting ratings on $AR and $GPOR"
X Link 2025-12-01T14:26Z 11K followers, XXX engagements
"$AR #natgas"
X Link 2025-12-08T10:27Z 11K followers, 1425 engagements
"@WAR527 Some sellside liked the INR inventory gain and AR caught a downgrade pre announcement plus gas today. So theres that"
X Link 2025-12-09T19:18Z 11K followers, XXX engagements
"President Trump gave President Zelensky days to respond to a Russian peace plan and wants elections in Ukraine. Zelensky is set to deliver a peace plan with Europe tomorrow and says that with security guarantees elections could be done early next year. Got it. #oott"
X Link 2025-12-09T19:49Z 11K followers, XXX engagements