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[@ZmansEnrgyBrain](/creator/twitter/ZmansEnrgyBrain)
"LET'S MAKE HEATING OIL GREAT AGAIN #CRACKS $VLO"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1975200165058470226) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-06T14:03Z 10.9K followers, XXX engagements


"Analyst Watch $VLO Wells Fargo initiates with an Overweight and $XXX target with earnings next week and the shares at $XXX. Now thats cowboy"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979160423061410110) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T12:19Z 10.9K followers, XXX engagements


"SCHLUMBERGER SEES OIL MARKET REBALANCING IN 2026. #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979192082632761809) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:25Z 10.9K followers, 7811 engagements


"$GEV says talking with OpenAI"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1981045498619306477) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-22T17:10Z 10.9K followers, XXX engagements


"People waking up on this now $SLB"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1981389225774784803) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-23T15:56Z 10.9K followers, 1131 engagements


"@SheDrills Interesting that $HAL sees NAM recovering first while $SLB sees opposite. Not exactly surprising but interesting"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980724786683867318) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T19:56Z 10.9K followers, XXX engagements


"And the oil and gas bros say #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1981078025522364590) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-22T19:19Z 10.9K followers, 1847 engagements


"In the past sanctions have been largely ineffective and just result in a shift in trade flows. $VLO 3Q25 call #OOTT #RUSSIA"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1981413060238880808) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-23T17:31Z 10.9K followers, 1015 engagements


"Benecia CA refinery still expected to close 4/26. $VLO #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1981415183026196639) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-23T17:39Z 10.9K followers, XXX engagements


"DRAFT 2Q25 NOTES ON OUR SITE FOR $AESI $FANG $VTS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1952482501970305419) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-08-04T21:31Z 10.9K followers, 1242 engagements


"Dear @SecretaryWright Any thoughts on this "We expect casing costs to increase almost XX% through the course of 2025 raising the breakeven cost of nearly every well drilled in the United States this year" Diamondback Energy $FANG #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1952726751437558008) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-08-05T13:41Z 10.9K followers, 6861 engagements


"TRUMP ADMIN WILL SEEK AN EQUITY STAKE IN $PCG FOR THE $XX B LOAN GUARANTEE (THE LARGEST ONE DURING THE LAST ADMIN) GRANTED 1/17/25:"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1970590196992245849) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-09-23T20:44Z 10.9K followers, 2037 engagements


"$FANG CEO says its going to be hard to see production at $XX per barrel of oil Bezinga #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1973417820672369114) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-01T16:00Z 10.9K followers, 1247 engagements


"CIVITAS SHAREHOLDERS UNDER-JOYED BY THOUGHT OF MERGER OF MEEKUALS. $CIVI $SM"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1976353181170094283) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-09T18:24Z 10.9K followers, 2969 engagements


""It's going to be hard to see growth at $XX oil. And at $XX I think that's an even harder story." CEO Diamondback Energy #OOTT #PERMIAN"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1976696095414624334) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-10T17:07Z 10.9K followers, 1110 engagements


"$COP calls IEA fake news: "We dont see floating inventories rising we dont see a lot more medium-sour crude coming into the US Gulf Coast which typically happens if theres a lot of spare capacity - Ryan Lance 1/2 #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1978111541833609497) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-14T14:51Z 10.9K followers, 1101 engagements


"Someone like $SM should take out $HPK #goeastyoungman #permian"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1978122748795781297) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-14T15:36Z 10.9K followers, 1567 engagements


""several countries across the Middle EastandAsiacontinue to show robust growth." $SLB 3Q25 #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979152984677163120) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T11:50Z 10.9K followers, XXX engagements


"$SLB NAM revenues were ahead of expectations in part due to increased data center solutions. 3Q25 #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979153731192013079) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T11:53Z 10.9K followers, 1352 engagements


"nearly XX% of upstream investment going to offsetting declines. Schlumberger $SLB 3Q25 call"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979182657721205184) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T13:48Z 10.9K followers, XXX engagements


"$SLB 3Q25 Q&A Q) data center solutions is growing rapidly and becoming sizable - can you talk to strategy. A) it's early days and we are very pleased. Started in U.S. but expanding into Asia and elsewhere with hyperscalers. #ai #oott"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979189010913218638) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:13Z 10.9K followers, 2671 engagements


""Global inventories still reside at multiyear lows" $SLB 3Q25 call. #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979926724558135362) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-19T15:04Z 10.9K followers, XXX engagements


""The need to offset natural production decline accounts for nearly XX% of annual upstream investment" $SLB 3Q25 call #OOOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979926882083623119) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-19T15:05Z 10.9K followers, XXX engagements


"Analyst Watch $SLB Barclays ups from $XX to $XX. Amojng several positive target tweak ups this am. . People are sleeping on this name and its tie in to data centers"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980283549321154848) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T14:42Z 10.9K followers, 1993 engagements


"Will be interesting to see if $ACDC moves closer to power. Off balance sheet options to support MW combined with their expertise in generation could be interesting for 3Q25 call. #OOTT $LBRT $PUMP"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980330429963247780) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T17:49Z 10.9K followers, 1316 engagements


"Wonder when $HAL takes out Voltagrid"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980333582511141041) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T18:01Z 10.9K followers, 2820 engagements


"Interesting $HAL"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980385810198458721) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T21:29Z 10.9K followers, 1890 engagements


"$HAL out with a nice beat and a positive data center / AI development last night. Come see us Notes on site live call notes at X am EST"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980598852185911304) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T11:35Z 10.9K followers, 2276 engagements


"Analyst Watch . $LBRT Citigroup upgrades LBRT from Neutral to Buy target from $XX to $XX (not a typo). . Goldman also bumped from $XX to $XX on power segment this morning. . Should be positive for $PUMP as this just about has to be weighted to power vs frac"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980602452920369199) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T11:49Z 10.9K followers, 2363 engagements


"Live $HAL call notes on the site shortly"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980620430923763972) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:01Z 10.9K followers, XXX engagements


"$HAL INTERNATIONAL 4Q GUIDANCE ABOVE STREET"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980622247116066924) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:08Z 10.9K followers, XXX engagements


"$HAL - NORTH AMERICAN COMPLETIONS WHITE SPACE WAS LESS THAN EXPECTED GUIDING 4Q SEQ REVEN DOWN XX TO 13%. (HOWEVER STREET HAD NAM DOWN XX% SEQ)"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980623795506249998) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:14Z 10.9K followers, XXX engagements


"$HAL 3Q25 call notes $XX mm #tariff impact in 3Q growing to $XX mm in 4Q"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980625890015838440) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:23Z 10.9K followers, XXX engagements


""North America is probably below maintenance" - Halliburton 3Q25 Q&A $HAL #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980628196203581673) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:32Z 10.9K followers, 5331 engagements


"The first thing to snap back will be North America. (the opposite of what SLB said last Friday). $HAL 3Q25 Q&A"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980631825711264201) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:46Z 10.9K followers, XXX engagements


"$HAL is stacking diesel and dual fuel fleets. #OOTT #OFS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980631940467187787) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:47Z 10.9K followers, 2733 engagements


"$HAL 3Q25 near end of Q&A #ofs #oott"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980635167564918846) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T13:59Z 10.9K followers, 1008 engagements


"Analyst Watch $CRK - Piper lowers from $XX to $X stays Underperform. #bankershatemebecauseimhonest"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980647198871388557) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T14:47Z 10.9K followers, XXX engagements


"Analyst Watch $VTLE Piper maintains Neutral raises target from $XX to $XX. With the stock at $XX. So AI updated your report got it. #oott"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980676517471613049) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T16:44Z 10.9K followers, XXX engagements


"$EQT plans XX to XX Bcf in strategic curtailments in 4Q25. #NATGAS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980763667781112310) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-21T22:30Z 10.9K followers, 13.9K engagements


"Starting to wake up . $SLB"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980997839460388931) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-22T14:01Z 10.9K followers, 1096 engagements


"Natural Gas Storage Preview Consensus is +80 Bcf Last Report +80 Bcf Year ago +79 Bcf X year +77 Bcf #NATGAS"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1981059553916834093) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-22T18:06Z 10.9K followers, 1920 engagements


"We do see declining production from Mexico. $VLO #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1981420886902141268) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-23T18:02Z 10.9K followers, 1019 engagements


"@GMonroyEnergy Didn't really impact $VLO in 3Q but will in 4Q. Getting replaced by some Venezual barrels plus new GOM plus some Iraqi volumes"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1981425288262169044) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-23T18:19Z 10.9K followers, XX engagements


""AI-driven data demand is fueling rapid growth and this business is going to be a material and meaningful contributor to SLBs portfolio in the future." $SLB 3Q25 #AI #OFS #OOTT"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1979156809010049490) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T12:05Z 10.9K followers, 1993 engagements


"Has this bad idea been laid to rest $CIVI $SM"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1980356232360956356) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T19:31Z 10.9K followers, 1267 engagements


"UKRAINE'S DRONE STRIKES ON RUSSIAN REFINING HAVE BEEN EFFECTIVE. STRIKES FOCUSED ON HIGHER COMPLEXITY CAPACITY WITH RUSSIA THEN ACTIVATING LOWER COMPLEXITY. DEFINITELY SEEING DROP IN RUSSIAN PRODUCT EXPORTS. VALERO 3Q25 Q&A #OOTT $VLO #RUSSIA"  
[X Link](https://x.com/ZmansEnrgyBrain/status/1981422977485766854) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-23T18:10Z 10.9K followers, 1570 engagements