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[@TeddyGambino](/creator/twitter/TeddyGambino)
"$CTRA 2X ADV $MTDR Bout XX% above ADV Might one of these be the $CIVI buyer P"  
[X Link](https://x.com/TeddyGambino/status/1976034749589459034) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-08T21:19Z 4778 followers, 1014 engagements


"$EOG Heave V into the bell over V XX% above ADV green stock on a red energy tape"  
[X Link](https://x.com/TeddyGambino/status/1976393914438517071) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-09T21:06Z 4778 followers, XXX engagements


"@FuzzyBe02910905 Trican should take a serious look at $SHLE next year. Already have a JV"  
[X Link](https://x.com/TeddyGambino/status/1978903668373037381) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T19:19Z 4778 followers, XX engagements


"Now we get consolidation7 Frac cos now i doubt BJ survives possible X by YE. H2 optimism about Canada LNG phase X Ksi LNG possible other projects pipelines"  
[X Link](https://x.com/TeddyGambino/status/1940825415603704175) [@TeddyGambino](/creator/x/TeddyGambino) 2025-07-03T17:30Z 4767 followers, XXX engagements


"Nice to read the Enervous piece this week on $XX WTI BE by 2035 but keep in mind 2yrs ago they claimed $PXD had 16yrs of Tier X left Sheffield says they have 5yrs. Like the call but move it up to 2030"  
[X Link](https://x.com/TeddyGambino/status/1971580226745622889) [@TeddyGambino](/creator/x/TeddyGambino) 2025-09-26T14:18Z 4767 followers, 6249 engagements


"@tsxman Too many Ensign anchor investors whod probably block it but buying $ESI would be a boss move"  
[X Link](https://x.com/TeddyGambino/status/1974192474685124823) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-03T19:18Z 4766 followers, XXX engagements


"@ZVZZT_ @Booger42069 Auto loans are 1.7T recent recover rates on repod autos around XX% of carry value. Caravana + Carmax reportedly have eased off repos dont want to book the realized losses. Housing inventories are ripping worse in the former hot states like FL TX TN"  
[X Link](https://x.com/TeddyGambino/status/1976999556035624972) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-11T13:13Z 4766 followers, XXX engagements


"Lets not forget EIA began counting leased cond as oil during summer 2023 #s have been squrely ever since"  
[X Link](https://x.com/TeddyGambino/status/1978264129103110509) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-15T00:58Z 4762 followers, XXX engagements


"$JEF Cracks $50"  
[X Link](https://x.com/TeddyGambino/status/1978882939636105446) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T17:57Z 4769 followers, XXX engagements


"@cubedpermian No doubt ST pain on WTI $55-$50 plausible but not sustainable. Sharpe Fed rate cuts-shit eco data is going to blow $DXY down to XX by YE. Tech carry unwind is going to emasculate the crypto bros"  
[X Link](https://x.com/TeddyGambino/status/1978889442354921717) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T18:23Z 4768 followers, XXX engagements


"@FuzzyBe02910905 Exactly added a small amount of debt to acquire IH. No need to use ncib above X cad. Im expecting either Q3 or more likely Q4 ER to get a tweaking of ROC plan. Off topic $SHLE debt under 100m by YE redic low valuation buying back stock aggressive. GMs mid 20s"  
[X Link](https://x.com/TeddyGambino/status/1978903486894055897) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T19:18Z 4766 followers, XXX engagements


"Largely agree but the trajectory of the Cat X Hurricane isnt mega banks/brokers no $AIG/Fannie-Freddie to implode. RE both rez+commercial is going to get smoked. Risk spread around much wider"  
[X Link](https://x.com/TeddyGambino/status/1978929713469882484) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T21:03Z 4768 followers, 1256 engagements


"@tsxman @WSB_redditor Im very confident in long Frac providers but also a huge oppy in gassy OFS. A co like $EXE is going to need to double production w/price realizations to prob triple. Gas curve is completely mispriced"  
[X Link](https://x.com/TeddyGambino/status/1979155597493670152) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T12:00Z 4766 followers, XXX engagements


"@QuestforYield A co like $EXE has oppy to triple based on production double + price realizations north of $7"  
[X Link](https://x.com/TeddyGambino/status/1979156021873393761) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T12:02Z 4766 followers, XX engagements


"$STEP Co agrees to deal vote in Dec. Arc locked up the pirates dunk shot. Next up is $CFW no deal to sell Arg by Dec I dont think they survive"  
[X Link](https://x.com/TeddyGambino/status/1979340647157977206) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T00:15Z 4766 followers, 2240 engagements


"@ShaleTier7 @CannyFuturist @Citrini7 @ctrlopenbracket 3yrs back basin bros got all lubed up about the W Hville. Yet no merger mania-why Maybe had something to do with $30M p/well-extreme heat/over pressured nightmare to Frac. HH will begin to price 2027 demand next year. Oil in. The shitter aint helping"  
[X Link](https://x.com/TeddyGambino/status/1979620097099546741) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T18:46Z 4762 followers, 1142 engagements


"@ShaleTier7 @CannyFuturist @Citrini7 @ctrlopenbracket Are you familiar with $CRK How much are they making on the play"  
[X Link](https://x.com/TeddyGambino/status/1979624262383063042) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T19:02Z 4766 followers, 1277 engagements


"@CouldBeMistaken @ShaleTier7 @NextWaveEFT @CannyFuturist @Citrini7 @ctrlopenbracket Wow based on volley of DMs this chap not too popular. Apparently I errored in assuming any street experience. Our nepo babys daddy runs $FRU took a bath in Res Res. By all means sub to this childs sub. service"  
[X Link](https://x.com/TeddyGambino/status/1979735798007382508) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-19T02:26Z 4773 followers, 1107 engagements


"@ICBarrett @ctrlopenbracket Heard the same vigorous defense of the housing mkt circa 2006. Ill let the state data be my guide"  
[X Link](https://x.com/TeddyGambino/status/1980286794936807438) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T14:55Z 4769 followers, XXX engagements


"@ICBarrett @ctrlopenbracket Basin bros should sit this one out asking these guys about productions like asking a real estate broker in 2007 if they should buy a home. Their biases are of chart. Im long no oil futures derivatives not a drop conflicted. Let the data be the guide"  
[X Link](https://x.com/TeddyGambino/status/1980287451202511099) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T14:58Z 4769 followers, XXX engagements


"@Rytetz29 I did a lot of work past weekend on natty $EXE is going to have an epic run. Perfectly positioned $TOU up north. Im long ideas short $"  
[X Link](https://x.com/TeddyGambino/status/1980387943425667125) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T21:37Z 4766 followers, XXX engagements


"@Booger42069 Yup $CTRA-$MTDR-$PR are all starving for more Permian rock as the pvt mkt family+PE backed cos have already sold or no interest in. Big vol yest on Coterra. $CIVI prob prefer $SM deal we shall see"  
[X Link](https://x.com/TeddyGambino/status/1976308359512137762) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-09T15:26Z 4773 followers, XXX engagements


"$CTRA Yest 2X ADV Today on track to easily eclipse"  
[X Link](https://x.com/TeddyGambino/status/1976359794572394955) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-09T18:51Z 4774 followers, XXX engagements


"Very orderly decline VIX near XX but no real panic. The no rev-earnings group is mildly down tech low vol drawn downs $/yen relatively well behaved. About time equity mkts began paying attention to credit issues gvt shutdow.etc. just a tad. A lot more froth to chop"  
[X Link](https://x.com/TeddyGambino/status/1978891539188240632) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T18:31Z 4774 followers, XXX engagements


"$ARKK still up XX% YTD $ ORCL up $XX on another circle jerker"  
[X Link](https://x.com/TeddyGambino/status/1978892412823929099) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-16T18:34Z 4776 followers, XXX engagements


"If $XOM made a $XXX all stock bid for $FANG dont see any scenario they would accept in this oil price environment. Could trigger host of other deals. 1997-2003 saw huge deal wave during shit oil prices"  
[X Link](https://x.com/TeddyGambino/status/1979296224667701282) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T21:19Z 4776 followers, XXX engagements


"@vcsgrizzfa2075 @tsxman Yes understand the PV # has 30d latency to it prob under XXX in real time. E+Ps blow their capex Nutz in Q3 shit WTI price going into YE/holidays. Sub XXX pretty easy"  
[X Link](https://x.com/TeddyGambino/status/1980694251290915264) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T17:54Z 4776 followers, XXX engagements


"@vcsgrizzfa2075 @tsxman Listen to $HAL cc today continue stacking diesel + bi-fuel spreads into Q4. Not unique outside of LT Frac contracts spot mkt is going to shit. Bankruptcies coming to the privates"  
[X Link](https://x.com/TeddyGambino/status/1980695606525038776) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T18:00Z 4775 followers, XXX engagements


"@NewsFinOil Sure we can just need to pass a balanced budget then convince the FED to launch mother of all QE 300-400B p/m= cut debt by 4-5T p/year. Absolutely destroy the USD but tis no free lunch in finance"  
[X Link](https://x.com/TeddyGambino/status/1980728885177200942) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T20:12Z 4774 followers, XXX engagements


"@Agent_StevieP @parisbiker Building out X hell of a base Im optimistic going into the Q"  
[X Link](https://x.com/TeddyGambino/status/1980743207534366840) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T21:09Z 4773 followers, XXX engagements


"Only 1/2 way thru this M+A cycle. Ovintiv gains amid speculation on Coterra Energy approach - Seeking Alpha"  
[X Link](https://x.com/TeddyGambino/status/1841190764011012130) [@TeddyGambino](/creator/x/TeddyGambino) 2024-10-01T18:57Z 4777 followers, XXX engagements


"Coterra Energy and Halliburton Launch First Fully Automated Hydraulic Fracturing Program - Business Wire Mom+pop/dinky PE backed COs are dead men walking. Zombies"  
[X Link](https://x.com/TeddyGambino/status/1876378801053073718) [@TeddyGambino](/creator/x/TeddyGambino) 2025-01-06T21:22Z 4777 followers, XXX engagements


"Written by Chris Sandwith (Enverus Data Pulled 6-13-2024) EOG Resources Inc. (EOG) is one of the largest crude oil and natural gas exploration and production Source: Wright & Company Inc Shared via the Google app"  
[X Link](https://x.com/TeddyGambino/status/1901001493484105930) [@TeddyGambino](/creator/x/TeddyGambino) 2025-03-15T20:04Z 4777 followers, XXX engagements


"Viper Energy Inc. a Subsidiary of Diamondback Energy Inc. to Acquire Sitio Royalties Corp. in All-Equity Transaction; Increases Base Dividend - GlobeNewswire"  
[X Link](https://x.com/TeddyGambino/status/1929856663319703912) [@TeddyGambino](/creator/x/TeddyGambino) 2025-06-03T11:04Z 4778 followers, 1679 engagements


"Coterra Energy to hold Permian rig count steady as oil market fears ease Reuters Always a cpl who piss in the pool. Factoring their X PE deals closed in Q1 their keeping rigs flat not that relevant"  
[X Link](https://x.com/TeddyGambino/status/1937572823725408324) [@TeddyGambino](/creator/x/TeddyGambino) 2025-06-24T18:05Z 4777 followers, XXX engagements


"$WES buying $ARIS"  
[X Link](https://x.com/TeddyGambino/status/1953195312543072618) [@TeddyGambino](/creator/x/TeddyGambino) 2025-08-06T20:43Z 4777 followers, XXX engagements


"@FOYCInvest Exactly I read Hambones auto-bio loaded w/1/2 truths but boldly claimed all we need is less regs also said US conventional oil peak in 1970 wasnt bc of geology total clown show. $EOG prospecting in Bahrain + UAE says a lot"  
[X Link](https://x.com/TeddyGambino/status/1972335345363804352) [@TeddyGambino](/creator/x/TeddyGambino) 2025-09-28T16:19Z 4778 followers, XXX engagements


"Nat gas only near term solution idiot retail masses bidding up nuke sector are buying the wrong lane. Should be long balls deep US gassy names which need to double production by 2030 at least"  
[X Link](https://x.com/TeddyGambino/status/1978068100407775497) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-14T11:59Z 4778 followers, 16.9K engagements


"@wolfofwalkerst If the statement were remotely true she should be happy to pay $FANG a fat premium to merge"  
[X Link](https://x.com/TeddyGambino/status/1978162956639547619) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-14T18:16Z 4778 followers, XX engagements


"@rakoraja Im convinced Liberty $HAL have zero interest in growing Frac divs rolling up the space. You are what you are Liberty trying to be all things to all investors doomed to fail"  
[X Link](https://x.com/TeddyGambino/status/1979209864350949471) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T15:36Z 4778 followers, XXX engagements


"$LBRT Liberty fracs for larger E+Ps LT contracted. On call said capex held up thru H1 BUT levels dipped in Q3 to levels not able to sustain oil production of H1-top shelf operators. Based on my checks Smids/pvts saw degradation in H1 worse by pvts"  
[X Link](https://x.com/TeddyGambino/status/1979294782691381588) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T21:13Z 4778 followers, 2758 engagements


"Q3 all E+Ps feeling the pain will only worsen as Q4 hedges roll off. Combo of capex-div-buyback cuts are coming 2026 capex cuts for some will be extraordinary. How do $XOM $CVX $COP $FANG react If Enervous correct Mewbourne out of Tier X early 2026"  
[X Link](https://x.com/TeddyGambino/status/1979295723356328305) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-17T21:17Z 4778 followers, XXX engagements


"@HalkingT Big diff now $FANG likely out of Tier X by 2028 if not sooner hedges roll off by YE. Stay indie $13B debt best rock gone 3yrs + pray higher oil by then I doubt it"  
[X Link](https://x.com/TeddyGambino/status/1979614886003966321) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-18T18:25Z 4777 followers, XX engagements


"$STEP Hopefully pvt by Xmass. Arc will be able to grow the biz bolt on and re-list during a more favorable energy climate"  
[X Link](https://x.com/TeddyGambino/status/1980288210828710037) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T15:01Z 4778 followers, XXX engagements


"All going according to plan global fiat debasement is being expressed 1st thru PMs. Much weaker $DXY is on the cusp we have by far worse bal sheet-deficit rel X GDP. When dollar finally cracks oil will begin its move much higher. Patience"  
[X Link](https://x.com/TeddyGambino/status/1980381090826338380) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T21:10Z 4778 followers, 7318 engagements


"@PermianExpat No doubt we have headwinds. Depends if opec keeps adding what becomes the monthly US oil decline rate. EIA using a model that doesnt catch turns not going to help in ST. A lot depends on FX $DXY cracks to low 90s very supportive for oil"  
[X Link](https://x.com/TeddyGambino/status/1980387137997709437) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T21:34Z 4778 followers, XXX engagements


"Im going over stick to the plan believe in the LT thesis. Fuck the bullshit"  
[X Link](https://x.com/TeddyGambino/status/1980409542702686271) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-20T23:03Z 4778 followers, XXX engagements


"@orrdavid You happen to see $PXD deck from 2017 Their Permian wells had costs competitive to KSA @ around $X. However was about XX asterisks pointing you to footnotes"  
[X Link](https://x.com/TeddyGambino/status/1980432604517265837) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T00:35Z 4778 followers, XXX engagements


"Sounds familiar dont tell the EIA shills"  
[X Link](https://x.com/TeddyGambino/status/1980631837358624941) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T13:46Z 4778 followers, 3056 engagements


"$HAL 2026 XX% capex cut wow"  
[X Link](https://x.com/TeddyGambino/status/1980692731455582496) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T17:48Z 4777 followers, 4617 engagements


"@Agent_StevieP Plaq LNG got FERC approval to bring on last mod Golden Pass LNG starts drawing next month Azul LNG not far behinda bit of a real winter blast off time for both"  
[X Link](https://x.com/TeddyGambino/status/1980729462648897600) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T20:14Z 4778 followers, XXX engagements


"$MTDR Q/Q oil production down about 3k per/d"  
[X Link](https://x.com/TeddyGambino/status/1980733471795323324) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T20:30Z 4778 followers, 6245 engagements


"Im going to break down and finally get a data analytic sub. Not as much concerned about individual well analytics but rather historicals on company production in each basin/sub basin. Doubt I need the Cadillac plan more like the Ford Escort. Any suggestions"  
[X Link](https://x.com/TeddyGambino/status/1980774902803165331) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-21T23:15Z 4778 followers, 1274 engagements


"@UndervaluedOnG Figured he learned his lesson after the $CRC implosion ti bankruptcy"  
[X Link](https://x.com/TeddyGambino/status/1981088998719443203) [@TeddyGambino](/creator/x/TeddyGambino) 2025-10-22T20:03Z 4778 followers, XXX engagements