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

Z4 Energy Research posts on X about $pten, $pump, $acdc, $mgy the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [------] -68%
- [--] Month [-------] +70%
- [--] Months [---------] +41%
- [--] Year [---------] +40%

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

- [--] Week [--] -60%
- [--] Month [---] +26%
- [--] Months [---] +62%
- [--] Year [-----] +40%

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

- [--] Week [------] +0.05%
- [--] Month [------] +0.91%
- [--] Months [------] +3.80%
- [--] Year [------] +13%

### CreatorRank: [---------] [#](/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

**Social category influence**
[stocks](/list/stocks)  39.81% [cryptocurrencies](/list/cryptocurrencies)  18.45% [countries](/list/countries)  10.68% [finance](/list/finance)  8.74% [technology brands](/list/technology-brands)  1.94% [currencies](/list/currencies)  0.97% [automotive brands](/list/automotive-brands)  0.97%

**Social topic influence**
[$pten](/topic/$pten) #3, [$pump](/topic/$pump) 14.56%, [$acdc](/topic/$acdc) #4, [$mgy](/topic/$mgy) #2, [$lbrt](/topic/$lbrt) #8, [gas](/topic/gas) #2373, [$snd](/topic/$snd) #4, [$aesi](/topic/$aesi) 6.8%, [$dvn](/topic/$dvn) 6.8%, [$ctra](/topic/$ctra) 6.8%

**Top accounts mentioned or mentioned by**
[@gmailcom](/creator/undefined) [@variantview_x](/creator/undefined) [@war527](/creator/undefined) [@totalinsanity1](/creator/undefined) [@staunovo](/creator/undefined) [@jszhang0912](/creator/undefined) [@seekingalpha](/creator/undefined) [@joshyoung](/creator/undefined) [@variantviewx](/creator/undefined) [@osint613](/creator/undefined) [@oilandenergy](/creator/undefined) [@vintage117m](/creator/undefined) [@crudeoil231](/creator/undefined) [@vintage117_m](/creator/undefined) [@greyhairopsguy](/creator/undefined) [@kennethshoretx](/creator/undefined) [@mrsleezebag1964](/creator/undefined)

**Top assets mentioned**
[Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [ProFrac Holding Corp. (ACDC)](/topic/$acdc) [Magnolia Oil & Gas Corporation Class A Common Stock (MGY)](/topic/$mgy) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Atlas Energy Solutions Inc. (AESI)](/topic/$aesi) [Devon Energy Corp (DVN)](/topic/$dvn) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Enphase Energy Inc (ENPH)](/topic/$enph) [Permian Resources Corporation Class A Common Stock (PR)](/topic/$pr) [USA COMPRESSION PARTNERS LP (USAC)](/topic/$usac) [Halliburton Company (HAL)](/topic/$hal) [Baker Hughes Co (BKR)](/topic/$bkr) [GE Vernova Inc. (GEV)](/topic/$gev) [Crescent Energy Company (CRGY)](/topic/$crgy) [QuantumScape Corporation (QS)](/topic/$qs) [Core Laboratories N.V. (CLB)](/topic/$clb) [Windoge98 (EXE)](/topic/$exe) [Kodiak Gas Services, Inc. (KGS)](/topic/$kgs) [Archrock Inc (AROC)](/topic/$aroc) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [SM Energy Company (SM)](/topic/$sm) [Exxon Mobil (XOM)](/topic/$xom) [Convex Finance (CVX)](/topic/$cvx) [Valero Energy Corporation (VLO)](/topic/$vlo) [Cryptonex (CNX)](/topic/$cnx) [Diamondback Energy Inc (FANG)](/topic/$fang) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Bitcoin (BTC)](/topic/bitcoin) [EQT, Corp. (EQT)](/topic/$eqt) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [SOLV Energy, Inc. Class A Common Stock (MWH)](/topic/$mwh) [Shoals Technologies Group, Inc. (SHLS)](/topic/$shls)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SND near $4 @ $4 they will trade at 3.4x our [----] E EBITDA figure $AESI at $10.15 trades at 7.2x Street [----] E EBITDA Different markets scale margins but SND is nearly debt-free is sending $ back to shareholders and is much more #natgas tied https://seekingalpha.com/article/4845392-smart-sand-record-quarter-strong-guidance-low-valuation https://seekingalpha.com/article/4845392-smart-sand-record-quarter-strong-guidance-low-valuation"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1996962608306340136)  2025-12-05T15:19Z 11.2K followers, [---] engagements


"#PERMIAN BOTTOMING $PUMP (we own) $AESI (we monitor). #OFS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1998821751157842347)  2025-12-10T18:26Z 11.2K followers, [---] engagements


"The Friday Post (TGIF # 401) $SND $KGS $AROC $USAC $PUMP #oil #natgas #oott Hey come see us. https://zmansenergybrain.com/2025/12/12/t-g-i-f-401/ https://zmansenergybrain.com/2025/12/12/t-g-i-f-401/"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1999465155625894246)  2025-12-12T13:03Z 11.2K followers, [----] engagements


"$ACDC - again overdone to the downside about to bring the thunder"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2007123669898719503)  2026-01-02T16:15Z 11.2K followers, [---] engagements


"$MGY https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2007991916953305596)  2026-01-05T01:45Z 11.2K followers, [----] engagements


"We had a piece on $MGY on @SeekingAlpha overnight. We have [--] free copies to gift. To get yours shoot us an email at zmanalpha@gmail.com with MGY in the subject line. Have a good one. https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2008166236660928596)  2026-01-05T13:18Z 11.2K followers, [---] engagements


"Our latest $MGY article We have [--] free copies to gift if you're not a Seeking Alpha member. Email zmanalpha@gmail.com to get yours. Stock waking up 100% naked to oil. https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2011447612931719538)  2026-01-14T14:37Z 11.2K followers, [---] engagements


"On the $DVN $CTRA rumored combo. One analyst notes Devon canceled a call they had planned with the company last night"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2011869844564578655)  2026-01-15T18:35Z 11.2K followers, [----] engagements


"Or if you simply have to have more #Permian nab $PR near 4x"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2011874485327057022)  2026-01-15T18:53Z 11.2K followers, [---] engagements


"But let's says $DVN is locked in on $CTRA. Side play. $PUMP who penned a deal for power with CTRA in December. This was from our December 12th post"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2011877340620734775)  2026-01-15T19:05Z 11.2K followers, [----] engagements


"$PUMP hearing about the $CTRA + $DVN mashup"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2011881833907306628)  2026-01-15T19:23Z 11.2K followers, [---] engagements


"@JoshYoung Would be good for $PUMP maybe for $AESI as well"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2011890564543991920)  2026-01-15T19:57Z 11.2K followers, [---] engagements


"Thunder. $ACDC $LBRT $PTEN $PUMP"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2013722109906735450)  2026-01-20T21:15Z 11.2K followers, [----] engagements


"$HAL 4Q25 call #Venezuela - excited about the tremendous opportunity for HAL there once commercial terms are worked out including certainty of payout. #EFT #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2013978912452182138)  2026-01-21T14:16Z 11.2K followers, [---] engagements


"$HAL 4Q25 CC Q) Pricing in NAM frac A) Pricing is now fairly stable. companies arent investing in it incentives to send US equipment out of the country attrition accelerating were at a bottom and expect the market to improve. $LBRT $PTEN $PUMP $ACDC #FRAC #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2013984296323703173)  2026-01-21T14:37Z 11.2K followers, [---] engagements


"$CIVI - we were not onboard with $CIVI selling to $SM when it was announced. A move to double the cash payout on change of control for the CEO after the deal was struck is wrong. Wouter van Kempen should be ashamed"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2014510502043435329)  2026-01-23T01:28Z 11.2K followers, [----] engagements


"We should get the $BKR 4Q report in a few minutes"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2015544906782036065)  2026-01-25T21:58Z 11.2K followers, [----] engagements


"Our $BKR 4Q25 DRAFT quarterly review comments are on the site"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2015565223613043102)  2026-01-25T23:19Z 11.2K followers, [---] engagements


"$GEV - heavy duty and aeroderivative sounds sold out through [----] says some slots still available for [----] delivery. Growing capacity this year will be mostly targeting 2030+. #NATGAS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2016503983368552690)  2026-01-28T13:29Z 11.2K followers, [---] engagements


""Fourth quarter completions activity defied normal seasonal declines" - $LBRT 4Q25 pr. $ACDC $PTEN $PUMP #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2016649526476407188)  2026-01-28T23:08Z 11.2K followers, [---] engagements


""Within North American oil and gas markets conditions have now stabilized after a protracted period of softening activity" - $LBRT 4Q25 pr. $ACDC $PTEN $PUMP #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2016649707955552311)  2026-01-28T23:08Z 11.2K followers, [----] engagements


"@variantview_X $PUMP is pure play Permian (frac and power) $ACDC likely has most overall leverage to Haynesville vs other players (sand and frac)"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2016652442704769090)  2026-01-28T23:19Z 11.2K followers, [---] engagements


"$LBRT set to gap up [--] to 10% look for positive knock-on action from $ACDC $PTEN $PUMP #OFS #OOTT $LBRT KNOCKS COVER OFF BALL. 18% REVENUE BEAT 51% EBITDA BEAT. #FRAC #OFS #OOTT $LBRT KNOCKS COVER OFF BALL. 18% REVENUE BEAT 51% EBITDA BEAT. #FRAC #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2016868601823629382)  2026-01-29T13:38Z 11.2K followers, [----] engagements


"$LBRT up 24% at $27 an all-time high. $LBRT Call about to start notes/comments in today's post. Live call notes shortly. Here's our quick table. https://t.co/AgruxMF1Gj $LBRT Call about to start notes/comments in today's post. Live call notes shortly. Here's our quick table. https://t.co/AgruxMF1Gj"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2016891317670863221)  2026-01-29T15:08Z 11.2K followers, [---] engagements


"The Friday Post #oil #natgas #oott $ACDC $LBRT $PUMP $PTEN $XOM $CVX https://zmansenergybrain.com/2026/01/30/t-g-i-f-406/ https://zmansenergybrain.com/2026/01/30/t-g-i-f-406/"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2017211826371473459)  2026-01-30T12:22Z 11.2K followers, [---] engagements


"My kingdom for a NAM-centric #FRAC name willing to post an updated presentation with 4Q25 results. . Basic stuff - current Tier IV GGB efrac Tier II diesel mix. - fleet capacity in HHP vs fleet active (ballpark me). - [----] [----] [----] HHP vs plan for [----] $ACDC $PUMP $PTEN"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2017248850864456035)  2026-01-30T14:49Z 11.2K followers, [---] engagements


"$ACDC stuff from the site today"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2017249562432270810)  2026-01-30T14:52Z 11.2K followers, [---] engagements


"Mind the Venezuelan gap it's a doozey. $VLO Sold ours at $175 back in November up 29%"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2017294584305308125)  2026-01-30T17:51Z 11.2K followers, [---] engagements


"$DVN + $CTRA merger to be announced on a gap-down oil Monday Then it will be hard to tell how disliked the deal really is. Baller move"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2018046821633822899)  2026-02-01T19:40Z 11.2K followers, 14.4K engagements


"$DVN + $CTRA - basics in comment #3 under today's post but its a liquids-rich gas player: 34% oil 22% NGLs 44% gas. It is smart to target 50% reinvest for next year while bumping the dividend above what either were paying and announce a $5 B buyback"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2018299825964351883)  2026-02-02T12:25Z 11.2K followers, [---] engagements


"$ACDC #coverbabycover #frac #sand #ofs"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2018359175353413670)  2026-02-02T16:21Z 11.2K followers, [---] engagements


"$SND taps best levels since [----]. Ask about a test drive at zmanalpha@gmail.com https://seekingalpha.com/article/4714292-smart-sand-reports-strong-q2-thoughts-ahead-earnings-call https://seekingalpha.com/article/4714292-smart-sand-reports-strong-q2-thoughts-ahead-earnings-call"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2018729405686710734)  2026-02-03T16:52Z 11.2K followers, [---] engagements


"$ENPH bidding $44 best levels since last June. Nice beat solid guide good call underway"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2018808129723793530)  2026-02-03T22:05Z 11.2K followers, [----] engagements


"$ENPH There are [--] analysts in coverage here: [--] are Holds [--] are Sells. The median target price is $37. And the name is 23% short. Expect some upgrades"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2018857878661001701)  2026-02-04T01:23Z 11.2K followers, [----] engagements


"$ENPH up 38% trading $50. #coverbabycover"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019058846677795075)  2026-02-04T14:41Z 11.2K followers, [---] engagements


"Last Post: Magnolia Oil & Gas: Conservative Oily Unhedged Growth https://seekingalpha.com/a/2w3qdsht=t9xvrm&shu=15dx https://seekingalpha.com/a/2w3qdsht=t9xvrm&shu=15dx"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019060317666636136)  2026-02-04T14:47Z 11.2K followers, [---] engagements


"Bezos first 1/3 of Wapo staff including the Ukraine bureau head and the entire Middle East desk. How AI will replace reporters on the ground in war zones is beyond me"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019119496418455647)  2026-02-04T18:42Z 11.2K followers, [---] engagements


"On a lighter note the drone's eye view of the Olympic downhill warmups in Italy is amazing"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019124061939593468)  2026-02-04T19:01Z 11.2K followers, [---] engagements


"$CRGY - LOW BASE DECLINE NAME MAKING A BASE BREAKOUT AFTER VITAL SNACK. #PERMIAN #UINTA"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019149393069277387)  2026-02-04T20:41Z 11.2K followers, [---] engagements


"$PTEN - see site"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019163445279748146)  2026-02-04T21:37Z 11.2K followers, [---] engagements


"$PTEN DRAFT First Call note up on the site see comment #48 under today's post. 4% revenue beat 15% EBITDA beat 25% dividend increase balance sheet improved outlook solid to improving. Targets will go up on Thursday and Friday. #OFS #EFT #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019173849255006582)  2026-02-04T22:18Z 11.2K followers, [----] engagements


"For tomorrow: Natural Gas Storage Preview Consensus is [----] Bcf increased from [----] Bcf earlier in the week (2nd only to one bigger pull of [---] Bcf back in 2018) Last Report [----] Bcf Year ago [----] Bcf [--] year [----] Bcf #NATGAS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019178137263706376)  2026-02-04T22:35Z 11.2K followers, [----] engagements


"U.S. talk about more than nukes multilateral direct stay in Turkey. #IRAN No. Just nukes. Bilateral indirect in Oman U.S. No see above. #IRAN No. Talks Cancelled. U.S. Oman it is #TACO #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019255067757436991)  2026-02-05T03:41Z 11.2K followers, [----] engagements


"The Thursday Post $PTEN $VWDRY $QS $CLB #oil #natgas #oott https://zmansenergybrain.com/2026/02/05/thursday-morning-pten-2/ https://zmansenergybrain.com/2026/02/05/thursday-morning-pten-2/"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019381741530861595)  2026-02-05T12:05Z 11.2K followers, [---] engagements


"$PTEN call at the top of the hour live call notes to follow"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019424183021900172)  2026-02-05T14:53Z 11.2K followers, [---] engagements


"Industry will soon need to decide between declining production levels or increased activity. $PTEN 4Q25 #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019427760423501859)  2026-02-05T15:07Z 11.2K followers, [---] engagements


"A multi-year increase in activity levels will be needed to meet demand $PTEN 4Q25 #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019427869030772956)  2026-02-05T15:08Z 11.2K followers, [---] engagements


"$PTEN #frac capacity @ [---] million HP at YE26 down [---] million over last two years and horsepower is likely to decline again this year. 4Q25 call notes #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019431107364794746)  2026-02-05T15:21Z 11.2K followers, [---] engagements


"#NATGAS capable frac remains fully utilized. $PTEN 4Q25 call notes #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019431680025719083)  2026-02-05T15:23Z 11.2K followers, [---] engagements


"#NATGAS Storage Quick Look . NG up [--] cents just prior to the report. . [----] Bcf vs consensus of-375 Bcf (2nd highest weekly pull on record) . Storage is now [----] Bcf [--] Bcf above year ago [--] Bcf below the [--] year average For tomorrow: Natural Gas Storage Preview Consensus is [----] Bcf increased from [----] Bcf earlier in the week (2nd only to one bigger pull of [---] Bcf back in 2018) Last Report [----] Bcf Year ago [----] Bcf [--] year [----] Bcf #NATGAS https://t.co/gpDNPrc7C1 For tomorrow: Natural Gas Storage Preview Consensus is [----] Bcf increased from [----] Bcf earlier in the week (2nd only to one"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019433661586895265)  2026-02-05T15:31Z 11.2K followers, [----] engagements


"$MGY after close expect Record total and oil production 5% ish volume guide gro w/capex 55% of EBITDAX good odds on buyback expansion possible Giddings "development area" expansion. continued measured program (2 rig [--] frac) fortress balance sheet w/nothing drawn"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019475768217158100)  2026-02-05T18:18Z 11.2K followers, [----] engagements


"Tired of staring at your energy sea of red today Come take a look at our $PTEN piece. https://zmansenergybrain.com/2026/02/05/thursday-morning-pten-2/ https://zmansenergybrain.com/2026/02/05/thursday-morning-pten-2/"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019509537146040795)  2026-02-05T20:32Z 11.2K followers, [---] engagements


"$USAC breakout starting on a red day for markets and energy. Get a free copy of our most recent piece for Seeking Alpha by emailing zmanalpha@gmail.com. We have [--] left to gift"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019517089879564504)  2026-02-05T21:02Z 11.2K followers, [---] engagements


"It is not OK that Trump posted a racist video overnight of the Obamas. Be better my ass. Increasingly wild behavior with no checks is bad on so many levels and not good for the United States"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019730229187739810)  2026-02-06T11:09Z 11.2K followers, [----] engagements


"Analyst Watch: $PTEN Susquehanna ups from $8 to $10 Stifel ups from $9 to $11 #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019779494198841419)  2026-02-06T14:25Z 11.2K followers, [---] engagements


"$PTEN above Liberation Day swoon and rising. Sights appear to be set on $9 next. Expect to see more of the $1 and $2 type price target increases. . Going into the call median target was $7.50. [--] analysts w/ average rating of [---] on a [--] to [--] scale (1 being a strong buy)"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019783382255714482)  2026-02-06T14:40Z 11.2K followers, [---] engagements


"So far this morning: Susquehanna ups from $8 to $10 Stifel ups from $9 to $11 RBC ups from $8 to $9. $PTEN #OFS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019783540355830046)  2026-02-06T14:41Z 11.2K followers, [---] engagements


"Don't think it's the President that always caves. Maybe it's Witkoff. A year of failure in Ukraine and now this: #WACO #IRAN #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019786577237434500)  2026-02-06T14:53Z 11.2K followers, [----] engagements


"Rig Count Watch: Gas rigs up [--] to [---] vs [---] year ago Oil rigs up [--] to [---] vs [---] year ago Permian rigs down [--] to new cycle low. #oil #natgas #oott"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019834486557745660)  2026-02-06T18:04Z 11.2K followers, [----] engagements


"#NATGAS For next week: ❄❄Consensus is [----] Bcf ❄❄❄Last Report [----] Bcf 🌞Year ago [----] Bcf (another easy comp) 🌞5 year [----] Bcf (another easy comp)"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019868164440617026)  2026-02-06T20:17Z 11.2K followers, [----] engagements


"$PTEN on the tape with the monthly rig report. [--] rigs working in the U.S. in January vs [--] in December. $PTEN starting to work sometimes it takes time. Added quite a bit more over [----] and [----]. #OFS #OOTT https://t.co/WOigRSiWpY $PTEN starting to work sometimes it takes time. Added quite a bit more over [----] and [----]. #OFS #OOTT https://t.co/WOigRSiWpY"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019870142549635350)  2026-02-06T20:25Z 11.2K followers, [----] engagements


"an additional ad valoremrate of duty for example [--] percent may be imposed on goods imported into the United States that are products of any country that directly or indirectly purchases imports or otherwise acquires any goods or services from Iran -Trump EO 2/6 #oott"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2020063831691510035)  2026-02-07T09:15Z 11.2K followers, [---] engagements


"Alex Ill take something hes willing to die on the hill for $1000 please. Iranian Foreign Minister Araghchi: "As for the missile issue this is a purely defensive matter for us and is not negotiable neither now nor in the future. Regional issues belong to the region and are not related to countries outside it." @Osint613 https://t.co/YA5Xc7jWAp Iranian Foreign Minister Araghchi: "As for the missile issue this is a purely defensive matter for us and is not negotiable neither now nor in the future. Regional issues belong to the region and are not related to countries outside it." @Osint613"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2020236705585098798)  2026-02-07T20:42Z 11.2K followers, [----] engagements


"Can't blame Nic for stepping down at $EXE having been to Spring a few times and OKC a lot more times. No offense but that's easy"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2020939466886521307)  2026-02-09T19:14Z 11.2K followers, [----] engagements


"Baker Hughes "2026 global upstream spending expected to decline by low-single digits with Intl slightly down and NAM down mid-single digits" #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2015779896232931352)  2026-01-26T13:32Z 11.2K followers, [----] engagements


"And Baller #OOTT #EFT https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator $DVN + $CTRA merger to be announced on a gap-down oil Monday Then it will be hard to tell how disliked the deal really is. Baller move. https://www.devonenergy.com/news/2026/Devon-Energy-and-Coterra-Energy-to-Combine-Creating-a-Premier-Shale-Operator $DVN + $CTRA merger to be announced on a gap-down oil Monday Then it will be hard to tell how disliked the deal really is. Baller move"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2018295093929615520)  2026-02-02T12:07Z 11.2K followers, [----] engagements


"How to make your bankers hate you 101: Analyst Watch $CNX (monitored) - Piper reiterates Underweight ups target from $25 to $26 vs current $37.50 price. #NATGAS #EFT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2018390158978973798)  2026-02-02T18:24Z 11.2K followers, [----] engagements


"$FANG should be taking a hard look at $PR. #PERMIAN #EFT #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019092306956112135)  2026-02-04T16:54Z 11.2K followers, [----] engagements


"$PTEN opens new cycle high #OFS #OOTT $PTEN DRAFT First Call note up on the site see comment #48 under today's post. 4% revenue beat 15% EBITDA beat 25% dividend increase balance sheet improved outlook solid to improving. Targets will go up on Thursday and Friday. #OFS #EFT #OOTT https://t.co/fBppITum7P $PTEN DRAFT First Call note up on the site see comment #48 under today's post. 4% revenue beat 15% EBITDA beat 25% dividend increase balance sheet improved outlook solid to improving. Targets will go up on Thursday and Friday. #OFS #EFT #OOTT https://t.co/fBppITum7P"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019418613359473071)  2026-02-05T14:31Z 11.2K followers, [----] engagements


""Revenue per industry rig in the United States remained near company record levels." - $PTEN 4Q25 #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019425347004236054)  2026-02-05T14:58Z 11.2K followers, [---] engagements


""U.S. drilling and completion activity has held relatively steady as we begin 2026" - $PTEN 4Q25 #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019425585110679784)  2026-02-05T14:59Z 11.2K followers, [---] engagements


"Expect draw on equipment to Vaca Muerta to tighten US rig capacity. $PTEN 4Q25 #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019429997094773032)  2026-02-05T15:16Z 11.2K followers, [---] engagements


"$PTEN continues to stack lower spec #frac HP (tier ii diesel) and expects peers to do the same this year. 4Q25 call notes #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019431553181577701)  2026-02-05T15:22Z 11.2K followers, [---] engagements


"@OilandEnergy Some frac and sand that don't have power angles. $PTEN $SND"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019451901893337238)  2026-02-05T16:43Z 11.2K followers, [---] engagements


"$PTEN starting to work sometimes it takes time. Added quite a bit more over [----] and [----]. #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019785882442645894)  2026-02-06T14:50Z 11.2K followers, [----] engagements


"@WAR527 $MGY $CHRD $PR $CRGY etc"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019875121947898173)  2026-02-06T20:45Z 11.2K followers, [---] engagements


"The Wrap #natgas #oil #oott $GEV $RES $LBRT $ENPH $PTEN $VWDRY $CLB $QS $MGY $CTRA $DVN https://zmansenergybrain.com/2026/02/07/wrap-week-ended-2-6-26/ https://zmansenergybrain.com/2026/02/07/wrap-week-ended-2-6-26/"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2020531334842638829)  2026-02-08T16:13Z 11.2K followers, [----] engagements


"$EXE to move HQ from OKC to Houston. True end of an era. #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2020857330397585592)  2026-02-09T13:48Z 11.2K followers, [----] engagements


"DXY [--] WTI $64 #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2020873891011301858)  2026-02-09T14:54Z 11.2K followers, [----] engagements


"The Tuesday Post $PTEN $ACDC $LBRT $PUMP #NATGAS #OOTT https://zmansenergybrain.com/2026/02/10/tuesday-morning-pten-frac-comp/ https://zmansenergybrain.com/2026/02/10/tuesday-morning-pten-frac-comp/"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2021205199843442880)  2026-02-10T12:50Z 11.2K followers, [---] engagements


"$ACDC #coverbabycover See today's post for color"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2021231651406102857)  2026-02-10T14:35Z 11.2K followers, [---] engagements


"you dont want to buy somebody elses decline curve Chris Stavros 4Q25 $MGY call speaking to the two big Eagle Ford packages being marketed now. #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2021256727471988753)  2026-02-10T16:15Z 11.2K followers, [----] engagements


"@Vintage117_m They noted weather and Iran"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2021375205541883926)  2026-02-11T00:06Z 11.2K followers, [--] engagements


"@CRUDEOIL231 Only one bitcoin wallet pass from a claim of mission accomplished"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2021379234220879883)  2026-02-11T00:22Z 11.2K followers, [---] engagements


"$HPK $ACDC #coverbabycover"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2021643084635734186)  2026-02-11T17:50Z 11.2K followers, [---] engagements


"As a result Comstock plans to spend approximately$1.4 billionto$1.5 billionin [----] on its development and exploration projects and$100 millionto$150 millionon itsWestern Haynesvillemidstream system. FYI Consensus is $1.2 B. #1999mentality #natgas"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2021705151690461385)  2026-02-11T21:57Z 11.2K followers, [----] engagements


"Offered without commentary #Permian rigs down [--] to [---] vs [---] a year ago a new cycle low. #OOTT #DRILLBABYDRILL (in Venezuela)"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2022371613350482113)  2026-02-13T18:05Z 11.2K followers, [----] engagements


"$EQT extends [---] Bcfgpd curtailment through at least May. #NATGAS"  
[X Link](https://x.com/anyuser/status/1782893475966439693)  2024-04-23T22:05Z 11.2K followers, [----] engagements


"WTI approaching $58. The strip is $57 to $58. A lot of the US oily upstream reports over the next two weeks. Recommend E&Ps bite the drillbit and slow their 2Q roll. #OOTT"  
[X Link](https://x.com/anyuser/status/1917609499705368766)  2025-04-30T15:58Z 11.2K followers, [----] 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 11.2K followers, [---] engagements


"$SND vs $AESI - a tale of two sands. https://seekingalpha.com/article/4845392-smart-sand-record-quarter-strong-guidance-low-valuation https://seekingalpha.com/article/4845392-smart-sand-record-quarter-strong-guidance-low-valuation"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1995586689453228204)  2025-12-01T20:11Z 11.2K followers, [---] engagements


"$AESI continues to target [---] MW power in service by ealry [----] with new order placement and leasing deal"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2006365159921746211)  2025-12-31T14:01Z 11.2K followers, [---] engagements


"We have [--] $MGY articles to give out (gets around the Seeking Alpha paywall). Email zmanalpha@gmail.com and put MGY in the subject line to get yours. https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2009348295500681466)  2026-01-08T19:35Z 11.2K followers, [---] engagements


"Short Watch (% float) $HPK 30% $AESI 17% $PUMP 15% $KOS 14% $ACDC 12% $MGY 11% $PTEN 8% Reply with other elevated short interest energy names. #OOTT #OFS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2011089755337838610)  2026-01-13T14:55Z 11.2K followers, [----] engagements


"Come see us #oil #natgas #ofs #oott https://zmansenergybrain.com/membership-options/ https://zmansenergybrain.com/membership-options/"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2012712382712234332)  2026-01-18T02:23Z 11.2K followers, 12.7K engagements


"Want a free version of our latest $MGY article ahead of 4Q25 results Here it is but if you're not a Seeking Alpha member send us a note at zmanalpha@gmail.com as we have [--] to gift. Cheers https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth https://seekingalpha.com/article/4857061-magnolia-oil-and-gas-conservative-oily-unhedged-growth"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019060718612500930)  2026-02-04T14:49Z 11.2K followers, [---] engagements


"@TotaLinsanity1 $MWH IPO next week. See also $SHLS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2019124587066531979)  2026-02-04T19:03Z 11.2K followers, [--] engagements


"WTI $63 #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2020634233149211038)  2026-02-08T23:01Z 11.2K followers, [----] engagements


"Total DOC production (OPEC+) was down [------] bopd in January vs December. Big elements Kazahk [----] Venezuela [---] Iran [---] and Russia [---]. #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2021579016696643813)  2026-02-11T13:36Z 11.2K followers, [---] engagements


"Last Post: Magnolia Oil & Gas: Conservative Oily Unhedged Growth https://seekingalpha.com/a/2w3qdsht=tabayp&shu=15dx https://seekingalpha.com/a/2w3qdsht=tabayp&shu=15dx"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2021686887833121005)  2026-02-11T20:44Z 11.2K followers, [---] engagements


""In response to improved natural gas prices the Company currently plans to increase the number of operating drilling rigs it is running from eight to nine during 2026." - CRK 4Q25 PR #natgas #haynesville"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2021704349697593566)  2026-02-11T21:54Z 11.2K followers, [----] engagements


"WTI $63 #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2022031686427717907)  2026-02-12T19:34Z 11.2K followers, [---] engagements


"Got Sand $SND Ask about a test drive zmanalpha@gmail.com"  
[X Link](https://x.com/ZmansEnrgyBrain/status/2022390563132346613)  2026-02-13T19:20Z 11.2K followers, [---] engagements

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