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# ![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1482434599271768066.png) @EnergyRealist25 The Energy Realist

The Energy Realist posts on X about $oih, $xle, $xop, $pdto the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1482434599271768066/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482434599271768066/c:line/m:interactions.svg)

- X Week XXXXX +349%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1482434599271768066/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482434599271768066/c:line/m:posts_active.svg)


### Followers: XXXXX [#](/creator/twitter::1482434599271768066/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482434599271768066/c:line/m:followers.svg)

- X Week XXXXX +0.68%
- X Month XXXXX +1.80%
- X Months XXXXX +16%
- X Year XXXXX +43%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1482434599271768066/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482434599271768066/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1482434599271768066/influence)
---

**Social category influence**
[finance](/list/finance)  [technology brands](/list/technology-brands)  [stocks](/list/stocks) 

**Social topic influence**
[$oih](/topic/$oih), [$xle](/topic/$xle), [$xop](/topic/$xop), [$pdto](/topic/$pdto), [$pten](/topic/$pten), [cash flow](/topic/cash-flow), [$barcl](/topic/$barcl), [$nbr](/topic/$nbr), [$hp](/topic/$hp), [$esito](/topic/$esito)

**Top assets mentioned**
[Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [Hippo Protocol (HP)](/topic/$hp) [Transocean LTD. (RIG)](/topic/$rig) [Tenaris S. A. (TS)](/topic/$ts) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Schlumberger NV (SLB)](/topic/$slb)
### Top Social Posts [#](/creator/twitter::1482434599271768066/posts)
---
Top posts by engagements in the last XX hours

"$xop $oih $xle Services/OFS remains the most undervalued energy subsector relative to historical multiples It makes some sense as the geopolitical oil price uplift improves E&P profits without bringing in more capex - but not sure this situation is sustainable longer term 🤷♂"  
![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482434599271768066.png) [@EnergyRealist25](/creator/x/EnergyRealist25) on [X](/post/tweet/1936081499981578717) 2025-06-20 15:19:34 UTC 3544 followers, 2944 engagements


"$xop $xle $oih "FCF baby FCF" - in X yrs the cash flow weight in the E&P management compensation mix has tripled while the role of "production" and "reserves" has shrunk "Show me the incentive and I'll show you the outcome"🤷♂"  
![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482434599271768066.png) [@EnergyRealist25](/creator/x/EnergyRealist25) on [X](/post/tweet/1934664195179442179) 2025-06-16 17:27:43 UTC 3542 followers, 1104 engagements


"Quite 🐻-ish note from Barclays on the energy services space. Don't agree from cash flow perspective but sentiment can certainly get much worse 🤷♂ Tariffs are headwind too though Tenaris $TS (close to 52w highs) may be surprising winner as it has OCTG manufacturing in the US"  
![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482434599271768066.png) [@EnergyRealist25](/creator/x/EnergyRealist25) on [X](/post/tweet/1900642656361083199) 2025-03-14 20:18:16 UTC 3544 followers, 1512 engagements


"$oih $xle $xop $pd.to Low service margins = no capex + idle equipment cannibalization for spare parts This could become a problem in the not-so-distant future 🤷♂"  
![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482434599271768066.png) [@EnergyRealist25](/creator/x/EnergyRealist25) on [X](/post/tweet/1941819338119344504) 2025-07-06 11:19:42 UTC 3544 followers, 1341 engagements


"$LBRT "observing" that the frac market downturn is driving a "clear flight to quality" Meanwhile ex-Liberty Chris Wright Secretary of Energy is unable to even "observe" the market downturn🤦♂"  
![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482434599271768066.png) [@EnergyRealist25](/creator/x/EnergyRealist25) on [X](/post/tweet/1940504450080428296) 2025-07-02 20:14:48 UTC 3544 followers, XXX engagements


"$oih $esi.to $hp $nbr $pd.tp $pten Barclays research think US land rigs are close to the bottom after huge March to June drop. If pricing holds (or at least doesn't deteriorate too much) there could be some upside for the X big drillers that control disproportionate share of the more desired "super-spec" rigs 🤷♂"  
![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482434599271768066.png) [@EnergyRealist25](/creator/x/EnergyRealist25) on [X](/post/tweet/1938281541412536365) 2025-06-26 17:01:45 UTC 3547 followers, 1683 engagements


"$nbr $pten $hp $pd.to $esi.to Natgas drilling reportedly providing some support for land rig dayrates🤷♂"  
![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482434599271768066.png) [@EnergyRealist25](/creator/x/EnergyRealist25) on [X](/post/tweet/1944831375611244658) 2025-07-14 18:48:27 UTC 3547 followers, 1071 engagements


"Private operator gas rigs are up quite a bit over the last months though from small base. $PTEN biggest Haynesville/Appalachia player in absolute terms but $PD.TO has the highest proportion of gas among its US rigs (most of its rigs are in which has been much more stable)"  
![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482434599271768066.png) [@EnergyRealist25](/creator/x/EnergyRealist25) on [X](/post/tweet/1947426790290379179) 2025-07-21 22:41:42 UTC 3547 followers, XXX engagements


"$SLB $BORR Schlumberger numbers out. It took Aramco & Pemex a bit over a year to seriously derail the "multiyear resilient long-cycle boom in international" or whatever the boilerplate phrase was. Unfortunately didn't see it coming either 🤷♂"  
![@EnergyRealist25 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482434599271768066.png) [@EnergyRealist25](/creator/x/EnergyRealist25) on [X](/post/tweet/1946177356931993821) 2025-07-18 11:56:54 UTC 3547 followers, 2329 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.]

@EnergyRealist25 Avatar @EnergyRealist25 The Energy Realist

The Energy Realist posts on X about $oih, $xle, $xop, $pdto the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +349%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXX -XX%

Mentions: X #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.68%
  • X Month XXXXX +1.80%
  • X Months XXXXX +16%
  • X Year XXXXX +43%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance technology brands stocks

Social topic influence $oih, $xle, $xop, $pdto, $pten, cash flow, $barcl, $nbr, $hp, $esito

Top assets mentioned Patterson-UTI Energy Inc (PTEN) Hippo Protocol (HP) Transocean LTD. (RIG) Tenaris S. A. (TS) Liberty Energy Inc. (LBRT) Schlumberger NV (SLB)

Top Social Posts #


Top posts by engagements in the last XX hours

"$xop $oih $xle Services/OFS remains the most undervalued energy subsector relative to historical multiples It makes some sense as the geopolitical oil price uplift improves E&P profits without bringing in more capex - but not sure this situation is sustainable longer term 🤷♂"
@EnergyRealist25 Avatar @EnergyRealist25 on X 2025-06-20 15:19:34 UTC 3544 followers, 2944 engagements

"$xop $xle $oih "FCF baby FCF" - in X yrs the cash flow weight in the E&P management compensation mix has tripled while the role of "production" and "reserves" has shrunk "Show me the incentive and I'll show you the outcome"🤷♂"
@EnergyRealist25 Avatar @EnergyRealist25 on X 2025-06-16 17:27:43 UTC 3542 followers, 1104 engagements

"Quite 🐻-ish note from Barclays on the energy services space. Don't agree from cash flow perspective but sentiment can certainly get much worse 🤷♂ Tariffs are headwind too though Tenaris $TS (close to 52w highs) may be surprising winner as it has OCTG manufacturing in the US"
@EnergyRealist25 Avatar @EnergyRealist25 on X 2025-03-14 20:18:16 UTC 3544 followers, 1512 engagements

"$oih $xle $xop $pd.to Low service margins = no capex + idle equipment cannibalization for spare parts This could become a problem in the not-so-distant future 🤷♂"
@EnergyRealist25 Avatar @EnergyRealist25 on X 2025-07-06 11:19:42 UTC 3544 followers, 1341 engagements

"$LBRT "observing" that the frac market downturn is driving a "clear flight to quality" Meanwhile ex-Liberty Chris Wright Secretary of Energy is unable to even "observe" the market downturn🤦♂"
@EnergyRealist25 Avatar @EnergyRealist25 on X 2025-07-02 20:14:48 UTC 3544 followers, XXX engagements

"$oih $esi.to $hp $nbr $pd.tp $pten Barclays research think US land rigs are close to the bottom after huge March to June drop. If pricing holds (or at least doesn't deteriorate too much) there could be some upside for the X big drillers that control disproportionate share of the more desired "super-spec" rigs 🤷♂"
@EnergyRealist25 Avatar @EnergyRealist25 on X 2025-06-26 17:01:45 UTC 3547 followers, 1683 engagements

"$nbr $pten $hp $pd.to $esi.to Natgas drilling reportedly providing some support for land rig dayrates🤷♂"
@EnergyRealist25 Avatar @EnergyRealist25 on X 2025-07-14 18:48:27 UTC 3547 followers, 1071 engagements

"Private operator gas rigs are up quite a bit over the last months though from small base. $PTEN biggest Haynesville/Appalachia player in absolute terms but $PD.TO has the highest proportion of gas among its US rigs (most of its rigs are in which has been much more stable)"
@EnergyRealist25 Avatar @EnergyRealist25 on X 2025-07-21 22:41:42 UTC 3547 followers, XXX engagements

"$SLB $BORR Schlumberger numbers out. It took Aramco & Pemex a bit over a year to seriously derail the "multiyear resilient long-cycle boom in international" or whatever the boilerplate phrase was. Unfortunately didn't see it coming either 🤷♂"
@EnergyRealist25 Avatar @EnergyRealist25 on X 2025-07-18 11:56:54 UTC 3547 followers, 2329 engagements

creator/x::EnergyRealist25
/creator/x::EnergyRealist25