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# ![@rleewilson21 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::635690836.png) @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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::635690836/c:line/m:interactions.svg)

- 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)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::635690836/c:line/m:posts_active.svg)

- X Week XX +44%
- X Month XX +28%
- X Months XXX +2,950%
- X Year XXX +6,200%

### Followers: XXX [#](/creator/twitter::635690836/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::635690836/c:line/m:followers.svg)

- X Week XXX +2.50%
- X Month XXX +31%
- X Months XXX +85%
- X Year XXX +51%

### CreatorRank: undefined [#](/creator/twitter::635690836/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::635690836/c:line/m:influencer_rank.svg)

### 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/ ๐Ÿ“ˆ 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. ๐Ÿงต"  
[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. ๐Ÿงต"  
[X Link](https://x.com/rleewilson21/status/1978087969585074616) [@rleewilson21](/creator/x/rleewilson21) 2025-10-14T13:18Z XXX followers, XXX engagements


"1/ ๐Ÿ’ฅ 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. ๐Ÿงต"  
[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/ ๐Ÿšจ 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/ ๐Ÿ”น Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. โžก 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/ ๐Ÿšจ Kinder Morgan ($KMI) reports earnings Wednesday (Oct 15) kicking off the midstream & producer data season. Its Christmas in October for energy analysts ๐ŸŽ๐Ÿ“Š Heres what were seeing from the field via East Daleys Energy Data Studio ๐Ÿงต๐Ÿ‘‡ #natgas #midstream"  
[X Link](https://x.com/rleewilson21/status/1978423382572949925) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T11:31Z XXX followers, XXX engagements


"2/ ๐Ÿ”น Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. โžก Growth leveled in late Sept as demand caught up. ๐Ÿ‘€ 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/ ๐Ÿง  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 ๐Ÿ“ˆ"  
[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. ๐Ÿ”ฅ"  
[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. โšก"  
[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.]

@rleewilson21 Avatar @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 #

Engagements Line Chart

  • X Week XXXXX +196%
  • X Month XXXXXX +148%
  • X Months XXXXXX +4,342%
  • X Year XXXXXX +3,091%

Mentions: XX #

Mentions Line Chart

  • X Week XX +44%
  • X Month XX +28%
  • X Months XXX +2,950%
  • X Year XXX +6,200%

Followers: XXX #

Followers Line Chart

  • X Week XXX +2.50%
  • X Month XXX +31%
  • X Months XXX +85%
  • X Year XXX +51%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


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 Social Posts #


Top posts by engagements in the last XX hours

"1/ ๐Ÿ“ˆ 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. ๐Ÿงต"
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. ๐Ÿงต"
X Link @rleewilson21 2025-10-14T13:18Z XXX followers, XXX engagements

"1/ ๐Ÿ’ฅ 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. ๐Ÿงต"
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/ ๐Ÿšจ 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/ ๐Ÿ”น Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. โžก 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/ ๐Ÿšจ Kinder Morgan ($KMI) reports earnings Wednesday (Oct 15) kicking off the midstream & producer data season. Its Christmas in October for energy analysts ๐ŸŽ๐Ÿ“Š Heres what were seeing from the field via East Daleys Energy Data Studio ๐Ÿงต๐Ÿ‘‡ #natgas #midstream"
X Link @rleewilson21 2025-10-15T11:31Z XXX followers, XXX engagements

"2/ ๐Ÿ”น Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. โžก Growth leveled in late Sept as demand caught up. ๐Ÿ‘€ Eyes on LNG demand ahead. #Haynesville #NaturalGas"
X Link @rleewilson21 2025-10-15T11:31Z XXX followers, XXX engagements

"5/ ๐Ÿง  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 ๐Ÿ“ˆ"
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. ๐Ÿ”ฅ"
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. โšก"
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

@rleewilson21
/creator/twitter::rleewilson21