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[@EnergyRealist25](/creator/twitter/EnergyRealist25)
"@djlowe I dk I first started seeing some bullish commentary in 2018 but the pandemic set everything back 2-3 years. Even so the move from sub-200k to 400k+ dayrates has been quite significant. My worst case for OFS generally is re-testing the April lows barring some calamity 🤷♂"  
[X Link](https://x.com/EnergyRealist25/status/1977406245947801713) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-12T16:09Z 3884 followers, XXX engagements


"$xle $xop $oih Ok so the IEA still doesn't know where XXX million bpd (from the "glut barrels") disappeared in August - you literally can't make this up 🤦♂"  
[X Link](https://x.com/EnergyRealist25/status/1978829233314037866) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-16T14:23Z 3884 followers, 6786 engagements


"$BORR The XX wells mentioned in the article are onshore but the point is the Pemex-private partnerships are real and moving ahead not just talk"  
[X Link](https://x.com/EnergyRealist25/status/1973012911628107928) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-09-30T13:11Z 3884 followers, 5943 engagements


"$xle $xop $oih How come US production is resilient at much lower capex 🤔 Well maybe capex isn't much lower 🧐 TD tracks it at -X% YoY for the public E&P group. Not a whole lot if OFS pricing has weakened too (though pricing likely more stable than prior downturns)"  
[X Link](https://x.com/EnergyRealist25/status/1978158326769729545) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-14T17:57Z 3883 followers, 2299 engagements


"The $SLB q2 to q3 revenue increase is due to the ChampionX acquisition. Without ChampionX NAM revenue was down X% () QoQ. International (includes offshore) basically flat at-1% 🤷♂"  
[X Link](https://x.com/EnergyRealist25/status/1979147597219590181) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T11:28Z 3885 followers, 4025 engagements


"@lasse108 US natural gas prices won't be as cheap as now (didn't stop me from buying $LYB but it's a risk)"  
[X Link](https://x.com/EnergyRealist25/status/1979176955896353267) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T13:25Z 3884 followers, XXX engagements


"The $SLB Production Systems segment (e.g. artificial lift production chemicals) which is an "opex" business is relatively flat accounting for ChampionX (this was the thought process behind the acquisition):"  
[X Link](https://x.com/EnergyRealist25/status/1979200760589029787) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T15:00Z 3885 followers, XXX engagements


"Internationally the "black sheep" (so to say) from $SLB perspective remain Mexico & Saudi; both countries are obviously closely watched by $BORR bulls too:"  
[X Link](https://x.com/EnergyRealist25/status/1979202116414550381) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T15:05Z 3889 followers, 1795 engagements


"$RIG $NE $VAL $OIH Barclays: - matter of time before #deepwater inflects - the "time" more like end rather than mid-2026 (prob more so if we stay longer in $50s oil likely delaying some capex)"  
[X Link](https://x.com/EnergyRealist25/status/1977401583810842912) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-12T15:50Z 3889 followers, 13.8K engagements


"$xle $xop $oih Don't want to rain on anyone's credentials but find it interesting the Goldman lead analyst forecasting WTI will average $XX in 2026 has a whole X () years of experience. Though I suppose with AI you can probably learn the industry even faster🤷♂"  
[X Link](https://x.com/EnergyRealist25/status/1978555669818020090) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-15T20:16Z 3889 followers, 59.2K engagements


"$SLB also showing small uptick in NAM Well Construction revenue (which is bit of surprise as this is the "capex" business) though YoY it is still down considerably:"  
[X Link](https://x.com/EnergyRealist25/status/1979201493954601303) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T15:03Z 3889 followers, 1009 engagements


"Energy services $XES vs. E&P $XOP since the first 🌮 in April - something seems to have changed last week 🧐"  
[X Link](https://x.com/EnergyRealist25/status/1981097995493134825) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-22T20:39Z 3889 followers, XXX engagements