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[@ZmansEnrgyBrain](/creator/twitter/ZmansEnrgyBrain)
"$HAL call at top of hour 2Q25 notes on site live call notes to follow"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947641155631362478) 2025-07-22 12:53:31 UTC 10.6K followers, 2301 engagements


"$GPOR down XXXXX% on the close. $AR down XXXX% $CRK down 9.2%"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947416226810236963) 2025-07-21 21:59:44 UTC 10.7K followers, XXX engagements


""We will clearly stack some fleets." $HAL 2Q25 call. #OOTT"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947650490856313066) 2025-07-22 13:30:37 UTC 10.7K followers, XXX engagements


"Long-awaited gassy group profit taking engaged. Several names falling through key levels and eying gaps. See our site tonight for fresh valuation tables for the Gassy Players Wet and Dry groups. #natgas"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947380906060370075) 2025-07-21 19:39:23 UTC 10.7K followers, 1872 engagements


"@CurtFinch I'd restate that as: The number of frac spreads actively completing wells that have been previously drilled by rigs is at a new cycle low. While the count is not apples to apples in that the horsepower of your average fleet grows over time the number of fleets working is down"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1946961899364446387) 2025-07-20 15:54:24 UTC 10.6K followers, XX engagements


"The Friday Post #oil #natgas $SLB $EQT #oott Come take a test drive"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1946176201522917744) 2025-07-18 11:52:19 UTC 10.6K followers, XXX engagements


"U.S. OIL DIRECTED RIGS FALL X TO XXX NEW CYCLE LOW DOWN XX% THIS YEAR. #OOTT"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1946254744663564748) 2025-07-18 17:04:25 UTC 10.6K followers, 4920 engagements


"$EQT 2Q25 call - production is too high have been surprised by the upside and certainly hope it doesn't surge higher. Blames Haynesville producers. #NATGAS"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1948029887203213423) 2025-07-23 14:38:12 UTC 10.7K followers, 1334 engagements


"$HAL green on day now after guiding low to Street. People want Real Not RahRah. From earlier on the site as the call wound down #OOTT"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947720440195022852) 2025-07-22 18:08:34 UTC 10.7K followers, 1010 engagements


"@osamarizvi10 Thanks much. EIA had a pretty good dip in completions 1Q25 vs 1Q24. Curious if this was really weather impacted and flattened out in 2Q"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1946729968840417695) 2025-07-20 00:32:47 UTC 10.6K followers, XXX engagements


"Goldman Sachs analyst Brian Lee downgrades Enphase Energy $ENPH from Buy to Sell and lowers the price target from $XX to $XX. Stock bounces. Buy hey thanks for playing"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1943005591984554452) 2025-07-09 17:53:27 UTC 10.7K followers, 1283 engagements


"In North America - operators including well-established operators are planning significant scheduling gaps in 2H25. $HAL #oott"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947644956577042785) 2025-07-22 13:08:37 UTC 10.7K followers, 8563 engagements


"$BSM trims distribution for the first time in X quarters notes slower than expected growth particularly in the #Haynesville. #NATGAS"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1945836462651457852) 2025-07-17 13:22:19 UTC 10.7K followers, 1530 engagements


"Hayneville productivity is beginning to degrade a sign of declining inventory quality $EQT 2Q25 #NATGAS"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1948025361046163588) 2025-07-23 14:20:13 UTC 10.7K followers, 1838 engagements


"$RRC & $EQT RAISE 2025 PRODUCTION GUIDANCE. #NATGAS"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947805458850582755) 2025-07-22 23:46:24 UTC 10.7K followers, 2312 engagements


"Sounds like $HAL to stack more frac spreads rather than work at sub economic rates. #OOTT"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947647748271906947) 2025-07-22 13:19:43 UTC 10.7K followers, 3197 engagements


"Antero Resources $AR unhedged and filling gaps like a banshee. #NATGAS"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947354788980523463) 2025-07-21 17:55:36 UTC 10.7K followers, 3017 engagements


"The Wednesday Post: #oil #natgas #oott $GEV $ENPH $RRC $EQT $LBRT $OKLO"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947984731511099742) 2025-07-23 11:38:46 UTC 10.7K followers, 1223 engagements


""evidence that associated gas growth is slowing" $EQT 2Q25 #oott"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1948024844643111355) 2025-07-23 14:18:10 UTC 10.7K followers, XXX engagements


"$SND announced XX cent special dividend. As seen on the site earlier: #gotsand #ohsnap #oott"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1948112989443285276) 2025-07-23 20:08:25 UTC 10.7K followers, 1684 engagements


"Scudder's EOS edges back down to 3902. We remain 3925 Bcf. #NATGAS"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947277475437814241) 2025-07-21 12:48:23 UTC 10.6K followers, 1230 engagements


"Analyst Watch $ACDC - Piper initiates at Neutral with $X target $PUMP - Piper initiates at Neutral with $X target $PTEN - Piper initiates at Neutral with $X target $LBRT - Piper initiates at Neutral with $XX target #marktomarketanalysis #waytogooutonalimb #riskymovemaverick"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1945126133512450438) 2025-07-15 14:19:43 UTC 10.6K followers, 1400 engagements


"The Wednesday Post: Come take a test drive $CNX #oil #natgas #oott"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1945477709330591916) 2025-07-16 13:36:45 UTC 10.6K followers, XXX engagements


"We will have comments on $EQT $RRC $ENPH and $GEV in tomorrow's post and $MTDR as well if they have anything interesting"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947681650239840509) 2025-07-22 15:34:26 UTC 10.7K followers, 1099 engagements


"We are below maintenance level activity rates in the U.S. and Mexico and some other key markets $HAL 2Q25 #OOTT"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947650703083659502) 2025-07-22 13:31:27 UTC 10.7K followers, 2975 engagements


"Range noting XXX to XXX Tcf EOS not the same as in the past less in terms of days supply given demand growth. #NATGAS"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1948020053888143425) 2025-07-23 13:59:07 UTC 10.7K followers, 1779 engagements


"Positive $ACDC. Also $PTEN and $LBRT. Deep long expensive . won't remain test tubes for long"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1946266049692795135) 2025-07-18 17:49:20 UTC 10.6K followers, 1431 engagements


"$HAL 3Q25 C&P AND D&E GUIDANCE BELOW STREET. #OOTT"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947648295867740350) 2025-07-22 13:21:53 UTC 10.7K followers, XXX engagements


"@CurtFinch . due to lower commodity prices and sharp increases in frac efficency. A lot of lower spec or economically disadvanged horsepower won't ever come back (some may be cannibalized). Some will. The higher end dual fuel capable fleets (diesel supported by field gas) continues"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1946962554913251335) 2025-07-20 15:57:00 UTC 10.6K followers, XX engagements


"@Vintage117_m Still on the $HAL call but our view is that the rate of decline shallows very soon"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1947656416317345931) 2025-07-22 13:54:10 UTC 10.6K followers, XX engagements


"Dear @SecretaryWright From the $EQT 2Q25 call Cost of building a new gas fired plant has roughly doubled from X or X years ago. To justify the economics the spark spread needs to be roughly doubled as well. Tell me how that's a good one for the consumer. Thoughts #NATGAS"  
![@ZmansEnrgyBrain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::67533177.png) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) on [X](/post/tweet/1948035565192090050) 2025-07-23 15:00:46 UTC 10.7K followers, 1001 engagements