[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.] #  @rleewilson21 Rob Wilson Rob Wilson posts on X about $kmi, macro, $kntk, $500mm the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::635690836/interactions)  - X Week XXXXX +196% - X Month XXXXXX +148% - X Months XXXXXX +4,342% - X Year XXXXXX +3,091% ### Mentions: XX [#](/creator/twitter::635690836/posts_active)  - X Week XX +44% - X Month XX +28% - X Months XXX +2,950% - X Year XXX +6,200% ### Followers: XXX [#](/creator/twitter::635690836/followers)  - X Week XXX +2.50% - X Month XXX +31% - X Months XXX +85% - X Year XXX +51% ### CreatorRank: undefined [#](/creator/twitter::635690836/influencer_rank)  ### Social Influence [#](/creator/twitter::635690836/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% **Social topic influence** [$kmi](/topic/$kmi) #9, [macro](/topic/macro) 4.17%, [$kntk](/topic/$kntk) 4.17%, [$500mm](/topic/$500mm) 4.17%, [$bp](/topic/$bp) #31, [$crk](/topic/$crk) #4, [jan](/topic/jan) 2.08%, [mplx](/topic/mplx) 2.08%, [$1b](/topic/$1b) 2.08%, [$paa](/topic/$paa) XXXX% **Top accounts mentioned or mentioned by** [@mlewis8111](/creator/undefined) [@sfarringtonbkc](/creator/undefined) **Top assets mentioned** [Kinder Morgan Inc (KMI)](/topic/$kmi) [Kinetik Holdings Inc. Class A Common Stock (KNTK)](/topic/$kntk) [BP p.l.c. (BP)](/topic/$bp) [Comstock Resources, Inc. (CRK)](/topic/$crk) [MPLX LP (MPLX)](/topic/mplx) [Plains All American Pipeline, LP. (PAA)](/topic/$paa) [YETI Holdings, Inc. Common Stock (YETI)](/topic/$yeti) ### Top Social Posts [#](/creator/twitter::635690836/posts) --- Top posts by engagements in the last XX hours "1/ ๐ After bottoming in Jan Haynesville rigs climbed steadily to XX in Aug. Thats +20 rigs YTD in line with our March Macro S&D call that drilling must accelerate to meet X Bcf/d of new Gulf Coast LNG demand by 2026. ๐งต" [X Link](https://x.com/rleewilson21/status/1968636608288059541) [@rleewilson21](/creator/x/rleewilson21) 2025-09-18T11:21Z XXX followers, 7941 engagements "3/ These Delaware Basin systems (Reeves Co. TX) span XXX miles of pipe and XX Mb of storage. They connect into EPIC Gray Oak and Cactus I/II prime crude takeaway routes" [X Link](https://x.com/rleewilson21/status/1978088070269354377) [@rleewilson21](/creator/x/rleewilson21) 2025-10-14T13:18Z XXX followers, XX engagements "6/ MPLX showed the playbook: sell non-core Rockies assets (to Harvest $1B) but keep NGL control via marketing & fractionation. EPD could mirror this" [X Link](https://x.com/rleewilson21/status/1975517893594128616) [@rleewilson21](/creator/x/rleewilson21) 2025-10-07T11:05Z XXX followers, XX engagements "1/ Kinetik ($KNTK) just sold its XXXX% stake in the EPIC Crude Pipeline to Plains ($PAA) for $500MM and that move may signal more divestitures ahead. ๐งต" [X Link](https://x.com/rleewilson21/status/1978087969585074616) [@rleewilson21](/creator/x/rleewilson21) 2025-10-14T13:18Z XXX followers, XXX engagements "1/ ๐ฅ Kinetik (KNTK) just sold its XXXX% stake in the EPIC Crude Pipeline to Plains All American (PAA) for $500MM. This move could be just the beginning of a broader portfolio pivot. Let's break it down. ๐งต" [X Link](https://x.com/rleewilson21/status/1975890416374604203) [@rleewilson21](/creator/x/rleewilson21) 2025-10-08T11:46Z XXX followers, XXX engagements "3/ Momentums been on a tear in recent years rolling up Align Midstream and Clearfork Midstream into one of the biggest Haynesville gathering footprints. Top shippers include Aethon EXCO Resources and TG Natural Resources" [X Link](https://x.com/rleewilson21/status/1976250578885050578) [@rleewilson21](/creator/x/rleewilson21) 2025-10-09T11:37Z XXX followers, XXX engagements "4/ Clearforks Holly system sits in the Haynesville core gathering XXX Bcf/d for Expand Energy (EXE) Comstock (CRK) and Exco. Aethon is ramping volumes there too after buying Tellurians assets. EDA expects Holly to grow XXX MMcf/d by YE28 driven by LNG demand at Gillis" [X Link](https://x.com/rleewilson21/status/1976250635646603494) [@rleewilson21](/creator/x/rleewilson21) 2025-10-09T11:37Z XXX followers, XXX engagements "5/ Four big pipes now move Haynesville gas to Gillis: WMB LEG: ramped fast to XXXX Bcf/d DTM LEAP: nearly full at XXX Bcf/d +0.2 Bcf/d expansion due early XX NG3: now online Gulf Run: underloaded for now but XXX Bcf/d booked for Golden Pass LNG" [X Link](https://x.com/rleewilson21/status/1976250697051214031) [@rleewilson21](/creator/x/rleewilson21) 2025-10-09T11:37Z XXX followers, XXX engagements "6/ EXE owns XX% of NG3 and is an anchor shipper. CEO Nick DellOsso says most new Gillis-bound gas will come from Louisiana acreage" [X Link](https://x.com/rleewilson21/status/1976250731499069859) [@rleewilson21](/creator/x/rleewilson21) 2025-10-09T11:37Z XXX followers, XXX engagements "1/ ๐จ Targa Resources (TRGP) just unveiled Speedway Pipeline a new Permian-to-Mont Belvieu NGL system. Alongside it: the Yeti gas plant and Buffalo Run interconnect. This move could intensify the fight for Permian NGL barrels" [X Link](https://x.com/rleewilson21/status/1976636302339735637) [@rleewilson21](/creator/x/rleewilson21) 2025-10-10T13:09Z XXX followers, XXX engagements "4/ East Daley estimates 2025 EBITDA of $26MM from Caprock + Pinnacle just X% of KNTKs total. Meanwhile gas assets make up XX% of its EBITDA base" [X Link](https://x.com/rleewilson21/status/1978088184446693713) [@rleewilson21](/creator/x/rleewilson21) 2025-10-14T13:19Z XXX followers, XX engagements "2/ ๐น Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. โก Growth leveled in late Sept as demand caught up. Eyes on LNG demand ahead. #Haynesville #NaturalGas" [X Link](https://x.com/rleewilson21/status/1978421375632073010) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T11:23Z XXX followers, XXX engagements "1/ ๐จ Kinder Morgan ($KMI) reports earnings Wednesday (Oct 15) kicking off the midstream & producer data season. Its Christmas in October for energy analysts ๐๐ Heres what were seeing from the field via East Daleys Energy Data Studio ๐งต๐ #natgas #midstream" [X Link](https://x.com/rleewilson21/status/1978423382572949925) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T11:31Z XXX followers, XXX engagements "2/ ๐น Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. โก Growth leveled in late Sept as demand caught up. ๐ Eyes on LNG demand ahead. #Haynesville #NaturalGas" [X Link](https://x.com/rleewilson21/status/1978423467813769467) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T11:31Z XXX followers, XXX engagements "5/ ๐ง Bottom Line: Permian/Bakken gas growth is slowing Haynesville tapped the brakes in 3Q But 4Q25 = reacceleration zone (LNG tailwind) KinderHawk already flashing early signs of growth Use Energy Data Studio to spot system-level outperformers ๐" [X Link](https://x.com/rleewilson21/status/1978423703315632298) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T11:32Z XXX followers, XXX engagements "As earnings season kicks off today with $KMI EDA is putting together our updated expectations of what volumes by basin & Company will look like ahead of earnings (KMI is the early bird). Our report card from 2Q25 is below" [X Link](https://x.com/rleewilson21/status/1978441477228274061) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T12:43Z XXX followers, XXX engagements "Well well well I stand corrected $KMI reports earnings X week later than usual. Their normal cadence would be today after the bell - looks like it's next Weds at 430p EST. Thanks for the tip @Mlewis8111" [X Link](https://x.com/rleewilson21/status/1978474278338384160) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T14:53Z XXX followers, XXX engagements "2/ East Daley Analytics is tracking 500+ announced data centers nationwide representing XXX GW of potential electric load. Nearly XXX projects are still planned or under construction. If all were built theyd need XX Bcf/d of natural gas. ๐ฅ" [X Link](https://x.com/rleewilson21/status/1978809639111201047) [@rleewilson21](/creator/x/rleewilson21) 2025-10-16T13:05Z XXX followers, XX engagements "8/ Nowhere are limits clearer than Northern Virginias Data Center Alley. Grid constraints have forced 6+ cancellations and PJM warns new builds may need onsite generation. Williams (WMB) is already planning pipeline expansions to meet the load" [X Link](https://x.com/rleewilson21/status/1978809850478907514) [@rleewilson21](/creator/x/rleewilson21) 2025-10-16T13:06Z XXX followers, XX engagements "1/ The U.S. data center boom is running into a wall and its not just power limits. A consumer backlash over land use noise and rising utility bills is now stalling projects across the country. โก" [X Link](https://x.com/rleewilson21/status/1978809589769310411) [@rleewilson21](/creator/x/rleewilson21) 2025-10-16T13:05Z XXX followers, XXX engagements "7/ Rig activity backs that up ArkLaTex rigs up to XX with recent adds focused in Louisiana. Momentum is perfectly positioned for X Bcf/d of YoY growth out of the basin" [X Link](https://x.com/rleewilson21/status/1976250797676720191) [@rleewilson21](/creator/x/rleewilson21) 2025-10-09T11:38Z XXX followers, XXX engagements "9/ East Daley has long cautioned: not all thats announced will get built. In our Macro Supply & Demand Forecast we expect only XXX Bcf/d of new data center-driven gas demand by 2030 far below the XX Bcf/d upside case" [X Link](https://x.com/rleewilson21/status/1978809887040704829) [@rleewilson21](/creator/x/rleewilson21) 2025-10-16T13:06Z XXX followers, XXX engagements "4/ But ethane could bounce back prices have climbed from $0.21/gal (Aug) to $0.28/gal (Oct 9). Gas prices would need to rise further to sustain rejection" [X Link](https://x.com/rleewilson21/status/1979152805828137315) [@rleewilson21](/creator/x/rleewilson21) 2025-10-17T11:49Z XXX followers, XX engagements "5/ In the Permian frac spreads wont slow supply. The basin remains in full ethane recovery mode thanks to integrated midstream giants Targa (TRGP) Enterprise (EPD) and Energy Transfer (ET)" [X Link](https://x.com/rleewilson21/status/1979152834139742552) [@rleewilson21](/creator/x/rleewilson21) 2025-10-17T11:49Z XXX followers, XX 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.]
Rob Wilson posts on X about $kmi, macro, $kntk, $500mm the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX%
Social topic influence $kmi #9, macro 4.17%, $kntk 4.17%, $500mm 4.17%, $bp #31, $crk #4, jan 2.08%, mplx 2.08%, $1b 2.08%, $paa XXXX%
Top accounts mentioned or mentioned by @mlewis8111 @sfarringtonbkc
Top assets mentioned Kinder Morgan Inc (KMI) Kinetik Holdings Inc. Class A Common Stock (KNTK) BP p.l.c. (BP) Comstock Resources, Inc. (CRK) MPLX LP (MPLX) Plains All American Pipeline, LP. (PAA) YETI Holdings, Inc. Common Stock (YETI)
Top posts by engagements in the last XX hours
"1/ ๐ After bottoming in Jan Haynesville rigs climbed steadily to XX in Aug. Thats +20 rigs YTD in line with our March Macro S&D call that drilling must accelerate to meet X Bcf/d of new Gulf Coast LNG demand by 2026. ๐งต"
X Link @rleewilson21 2025-09-18T11:21Z XXX followers, 7941 engagements
"3/ These Delaware Basin systems (Reeves Co. TX) span XXX miles of pipe and XX Mb of storage. They connect into EPIC Gray Oak and Cactus I/II prime crude takeaway routes"
X Link @rleewilson21 2025-10-14T13:18Z XXX followers, XX engagements
"6/ MPLX showed the playbook: sell non-core Rockies assets (to Harvest $1B) but keep NGL control via marketing & fractionation. EPD could mirror this"
X Link @rleewilson21 2025-10-07T11:05Z XXX followers, XX engagements
"1/ Kinetik ($KNTK) just sold its XXXX% stake in the EPIC Crude Pipeline to Plains ($PAA) for $500MM and that move may signal more divestitures ahead. ๐งต"
X Link @rleewilson21 2025-10-14T13:18Z XXX followers, XXX engagements
"1/ ๐ฅ Kinetik (KNTK) just sold its XXXX% stake in the EPIC Crude Pipeline to Plains All American (PAA) for $500MM. This move could be just the beginning of a broader portfolio pivot. Let's break it down. ๐งต"
X Link @rleewilson21 2025-10-08T11:46Z XXX followers, XXX engagements
"3/ Momentums been on a tear in recent years rolling up Align Midstream and Clearfork Midstream into one of the biggest Haynesville gathering footprints. Top shippers include Aethon EXCO Resources and TG Natural Resources"
X Link @rleewilson21 2025-10-09T11:37Z XXX followers, XXX engagements
"4/ Clearforks Holly system sits in the Haynesville core gathering XXX Bcf/d for Expand Energy (EXE) Comstock (CRK) and Exco. Aethon is ramping volumes there too after buying Tellurians assets. EDA expects Holly to grow XXX MMcf/d by YE28 driven by LNG demand at Gillis"
X Link @rleewilson21 2025-10-09T11:37Z XXX followers, XXX engagements
"5/ Four big pipes now move Haynesville gas to Gillis: WMB LEG: ramped fast to XXXX Bcf/d DTM LEAP: nearly full at XXX Bcf/d +0.2 Bcf/d expansion due early XX NG3: now online Gulf Run: underloaded for now but XXX Bcf/d booked for Golden Pass LNG"
X Link @rleewilson21 2025-10-09T11:37Z XXX followers, XXX engagements
"6/ EXE owns XX% of NG3 and is an anchor shipper. CEO Nick DellOsso says most new Gillis-bound gas will come from Louisiana acreage"
X Link @rleewilson21 2025-10-09T11:37Z XXX followers, XXX engagements
"1/ ๐จ Targa Resources (TRGP) just unveiled Speedway Pipeline a new Permian-to-Mont Belvieu NGL system. Alongside it: the Yeti gas plant and Buffalo Run interconnect. This move could intensify the fight for Permian NGL barrels"
X Link @rleewilson21 2025-10-10T13:09Z XXX followers, XXX engagements
"4/ East Daley estimates 2025 EBITDA of $26MM from Caprock + Pinnacle just X% of KNTKs total. Meanwhile gas assets make up XX% of its EBITDA base"
X Link @rleewilson21 2025-10-14T13:19Z XXX followers, XX engagements
"2/ ๐น Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. โก Growth leveled in late Sept as demand caught up. Eyes on LNG demand ahead. #Haynesville #NaturalGas"
X Link @rleewilson21 2025-10-15T11:23Z XXX followers, XXX engagements
"1/ ๐จ Kinder Morgan ($KMI) reports earnings Wednesday (Oct 15) kicking off the midstream & producer data season. Its Christmas in October for energy analysts ๐๐ Heres what were seeing from the field via East Daleys Energy Data Studio ๐งต๐ #natgas #midstream"
X Link @rleewilson21 2025-10-15T11:31Z XXX followers, XXX engagements
"2/ ๐น Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. โก Growth leveled in late Sept as demand caught up. ๐ Eyes on LNG demand ahead. #Haynesville #NaturalGas"
X Link @rleewilson21 2025-10-15T11:31Z XXX followers, XXX engagements
"5/ ๐ง Bottom Line: Permian/Bakken gas growth is slowing Haynesville tapped the brakes in 3Q But 4Q25 = reacceleration zone (LNG tailwind) KinderHawk already flashing early signs of growth Use Energy Data Studio to spot system-level outperformers ๐"
X Link @rleewilson21 2025-10-15T11:32Z XXX followers, XXX engagements
"As earnings season kicks off today with $KMI EDA is putting together our updated expectations of what volumes by basin & Company will look like ahead of earnings (KMI is the early bird). Our report card from 2Q25 is below"
X Link @rleewilson21 2025-10-15T12:43Z XXX followers, XXX engagements
"Well well well I stand corrected $KMI reports earnings X week later than usual. Their normal cadence would be today after the bell - looks like it's next Weds at 430p EST. Thanks for the tip @Mlewis8111"
X Link @rleewilson21 2025-10-15T14:53Z XXX followers, XXX engagements
"2/ East Daley Analytics is tracking 500+ announced data centers nationwide representing XXX GW of potential electric load. Nearly XXX projects are still planned or under construction. If all were built theyd need XX Bcf/d of natural gas. ๐ฅ"
X Link @rleewilson21 2025-10-16T13:05Z XXX followers, XX engagements
"8/ Nowhere are limits clearer than Northern Virginias Data Center Alley. Grid constraints have forced 6+ cancellations and PJM warns new builds may need onsite generation. Williams (WMB) is already planning pipeline expansions to meet the load"
X Link @rleewilson21 2025-10-16T13:06Z XXX followers, XX engagements
"1/ The U.S. data center boom is running into a wall and its not just power limits. A consumer backlash over land use noise and rising utility bills is now stalling projects across the country. โก"
X Link @rleewilson21 2025-10-16T13:05Z XXX followers, XXX engagements
"7/ Rig activity backs that up ArkLaTex rigs up to XX with recent adds focused in Louisiana. Momentum is perfectly positioned for X Bcf/d of YoY growth out of the basin"
X Link @rleewilson21 2025-10-09T11:38Z XXX followers, XXX engagements
"9/ East Daley has long cautioned: not all thats announced will get built. In our Macro Supply & Demand Forecast we expect only XXX Bcf/d of new data center-driven gas demand by 2030 far below the XX Bcf/d upside case"
X Link @rleewilson21 2025-10-16T13:06Z XXX followers, XXX engagements
"4/ But ethane could bounce back prices have climbed from $0.21/gal (Aug) to $0.28/gal (Oct 9). Gas prices would need to rise further to sustain rejection"
X Link @rleewilson21 2025-10-17T11:49Z XXX followers, XX engagements
"5/ In the Permian frac spreads wont slow supply. The basin remains in full ethane recovery mode thanks to integrated midstream giants Targa (TRGP) Enterprise (EPD) and Energy Transfer (ET)"
X Link @rleewilson21 2025-10-17T11:49Z XXX followers, XX engagements
/creator/twitter::rleewilson21