[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 The Energy Realist The Energy Realist posts on X about $oih, $xle, $xop, $slb the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1482434599271768066/interactions)  - X Week XXXXXX +46% - X Month XXXXXX +168% - X Months XXXXXXX -XX% - X Year XXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::1482434599271768066/posts_active)  - X Week XX +100% - X Month XX +9.10% - X Months XXX +1.30% - X Year XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1482434599271768066/followers)  - X Week XXXXX +2.80% - X Month XXXXX +5.20% - X Months XXXXX +19% - X Year XXXXX +39% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1482434599271768066/influencer_rank)  ### Social Influence [#](/creator/twitter::1482434599271768066/influence) --- **Social category influence** [stocks](/list/stocks) XXX% [countries](/list/countries) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$oih](/topic/$oih) #2, [$xle](/topic/$xle) #6, [$xop](/topic/$xop) #6, [$slb](/topic/$slb) #17, [nam](/topic/nam) #287, [$esito](/topic/$esito) 2.04%, [$borr](/topic/$borr) 2.04%, [mexico](/topic/mexico) 2.04%, [acquisition](/topic/acquisition) #1521, [$rig](/topic/$rig) XXXX% **Top accounts mentioned or mentioned by** [@stonksandchill](/creator/undefined) [@icbarrett](/creator/undefined) [@varianceswap](/creator/undefined) [@fjordphil](/creator/undefined) [@gringoinvesting](/creator/undefined) [@nuggetcapital](/creator/undefined) [@capstructking](/creator/undefined) [@sardinesforsale](/creator/undefined) [@rakoraja](/creator/undefined) [@208190068ca](/creator/undefined) [@leilanifarms](/creator/undefined) [@ericmliquori](/creator/undefined) [@tsxman](/creator/undefined) [@briscoe224](/creator/undefined) [@markoinny](/creator/undefined) [@donwinslow](/creator/undefined) [@biffgp](/creator/undefined) [@bubleqe](/creator/undefined) [@cenovus](/creator/undefined) [@wsj](/creator/undefined) **Top assets mentioned** [Schlumberger NV (SLB)](/topic/$slb) [Transocean LTD. (RIG)](/topic/$rig) [Noble Corporation (NE)](/topic/$ne) [Validity (VAL)](/topic/$val) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Hippo Protocol (HP)](/topic/$hp) [Patterson-UTI Energy Inc (PTEN)](/topic/$pten) ### Top Social Posts [#](/creator/twitter::1482434599271768066/posts) --- Top posts by engagements in the last XX hours "$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 $50s oil likely delaying some capex)" [X Link](https://x.com/EnergyRealist25/status/1977401583810842912) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-12T15:50Z 3882 followers, 13.5K engagements "$LBRT "Industry frac activity has now fallen below levels required to sustain NAM oil production" EBITDA down XX% from '24 and if analyst Q4 estimates hold will be down 2/3 from '23 soon 3x drop should be enough to call the "cycle bottom" but can always get worse 🤷♂" [X Link](https://x.com/EnergyRealist25/status/1978940414494196143) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-16T21:45Z 3882 followers, 1340 engagements "@lasse108 US natural gas prices won't be as cheap as now (didn't stop me from buying $LYB but it's a risk)" [X Link](https://x.com/EnergyRealist25/status/1979176955896353267) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T13:25Z 3882 followers, XXX engagements "$ESI.TO $OIH The (expected) US slowdown doesn't look so bad in revenue terms. But the slowdown in international (ex-North America) drilling activity is a bit of a surprise. Maybe $XX oil doesn't work for anyone anymore 🤷♂" [X Link](https://x.com/EnergyRealist25/status/1953850222741746126) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-08-08T16:06Z 3881 followers, 1254 engagements "$BORR $PEMEX Mexico offshore rigs from $BKR's Sept. worldwide report - as we have seen production can't be sustained with rigs at XX% the historical average - it seems some rebound has already started too" [X Link](https://x.com/EnergyRealist25/status/1974574482573672545) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-04T20:36Z 3882 followers, 4450 engagements "$xle $xop $oih Productivity per ft data seems to support the hypothesis the best shale inventory was drilled in 2021/22 though more clear on oil. Big public/private gap🧐" [X Link](https://x.com/EnergyRealist25/status/1975244588706156631) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-06T16:59Z 3882 followers, 1779 engagements "$xle $xop $oih Oil cumes per ft - some pockets of higher 2025 productivity like D-J but Permian def tracking down from prior years" [X Link](https://x.com/EnergyRealist25/status/1976387740049522919) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-09T20:42Z 3880 followers, XXX engagements "@djlowe I dk I first started seeing some bullish commentary in 2018 but the pandemic set everything back 2-3 years. Even so the move from sub-200k to 400k+ dayrates has been quite significant. My worst case for OFS generally is re-testing the April lows barring some calamity 🤷♂" [X Link](https://x.com/EnergyRealist25/status/1977406245947801713) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-12T16:09Z 3882 followers, XXX engagements "$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 3882 followers, 2270 engagements "@FuzzyBe02910905 @BeegJj X% FCF yield at $XX WTI is not too shabby" [X Link](https://x.com/EnergyRealist25/status/1978532748064137216) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-15T18:45Z 3883 followers, XX engagements "$ESI.TO $HP $NBR $PD.TO $PTEN Rigs by contractor: 6mo after Liberation Day/OPEC change-of-course the X big public U.S. drillers haven't given much ground and some have gained rigs. Q3 earnings will show if/to what extent this is due to price concessions 🤷♂" [X Link](https://x.com/EnergyRealist25/status/1975650848127561944) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-07T19:54Z 3883 followers, 1062 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 3883 followers, 3979 engagements "The $SLB Production Systems segment (e.g. artificial lift production chemicals) which is an "opex" business is relatively flat accounting for ChampionX (this was the thought process behind the acquisition):" [X Link](https://x.com/EnergyRealist25/status/1979200760589029787) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-17T15:00Z 3883 followers, XXX engagements "$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 3883 followers, XXX 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 $XX in 2026 has a whole X () years of experience. Though I suppose with AI you can probably learn the industry even faster🤷♂" [X Link](https://x.com/EnergyRealist25/status/1978555669818020090) [@EnergyRealist25](/creator/x/EnergyRealist25) 2025-10-15T20:16Z 3882 followers, 58.8K engagements "$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 3882 followers, 6740 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 3882 followers, 1247 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 The Energy Realist
The Energy Realist posts on X about $oih, $xle, $xop, $slb the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +46%
- X Month XXXXXX +168%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XXXX%
Mentions: XX #
- X Week XX +100%
- X Month XX +9.10%
- X Months XXX +1.30%
- X Year XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +2.80%
- X Month XXXXX +5.20%
- X Months XXXXX +19%
- X Year XXXXX +39%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXX% countries XXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX%
Social topic influence $oih #2, $xle #6, $xop #6, $slb #17, nam #287, $esito 2.04%, $borr 2.04%, mexico 2.04%, acquisition #1521, $rig XXXX%
Top accounts mentioned or mentioned by @stonksandchill @icbarrett @varianceswap @fjordphil @gringoinvesting @nuggetcapital @capstructking @sardinesforsale @rakoraja @208190068ca @leilanifarms @ericmliquori @tsxman @briscoe224 @markoinny @donwinslow @biffgp @bubleqe @cenovus @wsj
Top assets mentioned Schlumberger NV (SLB) Transocean LTD. (RIG) Noble Corporation (NE) Validity (VAL) Liberty Energy Inc. (LBRT) LyondellBasell Industries NV (LYB) Hippo Protocol (HP) Patterson-UTI Energy Inc (PTEN)
Top Social Posts #
Top posts by engagements in the last XX hours
"$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 $50s oil likely delaying some capex)"
X Link @EnergyRealist25 2025-10-12T15:50Z 3882 followers, 13.5K engagements
"$LBRT "Industry frac activity has now fallen below levels required to sustain NAM oil production" EBITDA down XX% from '24 and if analyst Q4 estimates hold will be down 2/3 from '23 soon 3x drop should be enough to call the "cycle bottom" but can always get worse 🤷♂"
X Link @EnergyRealist25 2025-10-16T21:45Z 3882 followers, 1340 engagements
"@lasse108 US natural gas prices won't be as cheap as now (didn't stop me from buying $LYB but it's a risk)"
X Link @EnergyRealist25 2025-10-17T13:25Z 3882 followers, XXX engagements
"$ESI.TO $OIH The (expected) US slowdown doesn't look so bad in revenue terms. But the slowdown in international (ex-North America) drilling activity is a bit of a surprise. Maybe $XX oil doesn't work for anyone anymore 🤷♂"
X Link @EnergyRealist25 2025-08-08T16:06Z 3881 followers, 1254 engagements
"$BORR $PEMEX Mexico offshore rigs from $BKR's Sept. worldwide report - as we have seen production can't be sustained with rigs at XX% the historical average - it seems some rebound has already started too"
X Link @EnergyRealist25 2025-10-04T20:36Z 3882 followers, 4450 engagements
"$xle $xop $oih Productivity per ft data seems to support the hypothesis the best shale inventory was drilled in 2021/22 though more clear on oil. Big public/private gap🧐"
X Link @EnergyRealist25 2025-10-06T16:59Z 3882 followers, 1779 engagements
"$xle $xop $oih Oil cumes per ft - some pockets of higher 2025 productivity like D-J but Permian def tracking down from prior years"
X Link @EnergyRealist25 2025-10-09T20:42Z 3880 followers, XXX engagements
"@djlowe I dk I first started seeing some bullish commentary in 2018 but the pandemic set everything back 2-3 years. Even so the move from sub-200k to 400k+ dayrates has been quite significant. My worst case for OFS generally is re-testing the April lows barring some calamity 🤷♂"
X Link @EnergyRealist25 2025-10-12T16:09Z 3882 followers, XXX engagements
"$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 @EnergyRealist25 2025-10-14T17:57Z 3882 followers, 2270 engagements
"@FuzzyBe02910905 @BeegJj X% FCF yield at $XX WTI is not too shabby"
X Link @EnergyRealist25 2025-10-15T18:45Z 3883 followers, XX engagements
"$ESI.TO $HP $NBR $PD.TO $PTEN Rigs by contractor: 6mo after Liberation Day/OPEC change-of-course the X big public U.S. drillers haven't given much ground and some have gained rigs. Q3 earnings will show if/to what extent this is due to price concessions 🤷♂"
X Link @EnergyRealist25 2025-10-07T19:54Z 3883 followers, 1062 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 @EnergyRealist25 2025-10-17T11:28Z 3883 followers, 3979 engagements
"The $SLB Production Systems segment (e.g. artificial lift production chemicals) which is an "opex" business is relatively flat accounting for ChampionX (this was the thought process behind the acquisition):"
X Link @EnergyRealist25 2025-10-17T15:00Z 3883 followers, XXX engagements
"$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 @EnergyRealist25 2025-10-17T15:03Z 3883 followers, XXX 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 $XX in 2026 has a whole X () years of experience. Though I suppose with AI you can probably learn the industry even faster🤷♂"
X Link @EnergyRealist25 2025-10-15T20:16Z 3882 followers, 58.8K engagements
"$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 @EnergyRealist25 2025-10-16T14:23Z 3882 followers, 6740 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 @EnergyRealist25 2025-10-17T15:05Z 3882 followers, 1247 engagements