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# ![@ShaleTier7 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1555145534951854080.png) @ShaleTier7 Michael Spyker

Michael Spyker posts on X about has been, money, $soc, phil mickelson the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1555145534951854080/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1555145534951854080/c:line/m:interactions.svg)

- X Week XXXXXXX +440%
- X Month XXXXXXX +1,218%
- X Months XXXXXXX +8,026%
- X Year XXXXXXX +49,267%

### Mentions: XX [#](/creator/twitter::1555145534951854080/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1555145534951854080/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX +86%
- X Months XXX +687%
- X Year XXX +2,671%

### Followers: XXXXX [#](/creator/twitter::1555145534951854080/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1555145534951854080/c:line/m:followers.svg)

- X Week XXXXX +51%
- X Month XXXXX +156%
- X Months XXXXX +450%

### CreatorRank: XXXXXXX [#](/creator/twitter::1555145534951854080/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1555145534951854080/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1555145534951854080/influence)
---

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [currencies](/list/currencies)  #3433 [pga golfers](/list/pga-golfers)  [automotive brands](/list/automotive-brands)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks) 

**Social topic influence**
[has been](/topic/has-been) #2437, [money](/topic/money) #4581, [$soc](/topic/$soc) #26, [phil mickelson](/topic/phil-mickelson), [ford](/topic/ford), [$wcp](/topic/$wcp), [canada](/topic/canada) #3776, [upside](/topic/upside) #645, [longterm](/topic/longterm) #83, [all the](/topic/all-the)

**Top assets mentioned**
[Sable Offshore Corp. (SOC)](/topic/$soc) [Baytex Energy Corp. (BTE)](/topic/$bte) [Range Resources, Corp. (RRC)](/topic/$rrc) [Apple, Inc. (AAPL)](/topic/$aapl) [Oxygen (OXY)](/topic/$oxy) [Exxon Mobil (XOM)](/topic/$xom) [Transocean LTD. (RIG)](/topic/$rig) [Ovintiv, Inc. (OVV)](/topic/$ovv) [GE Vernova Inc. (GEV)](/topic/$gev)
### Top Social Posts [#](/creator/twitter::1555145534951854080/posts)
---
Top posts by engagements in the last XX hours

"WHERE WAS PHIL MICKELSON LAST NIGHT"  
[X Link](https://x.com/ShaleTier7/status/1974117410010800244) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-03T14:20Z 2040 followers, 18.3K engagements


"If youre wondering what Baytex might do with their Eagle Ford proceeds you dont need to overthink it. Theyll likely buy Spartan Delta. No they wont buy Obsidian to consolidate the Peace River. No they arent going to buy Saturn or Artis or Parallax or any combination of sub-scale conventional companies because theyre cheap. They already FAFOd with buying Tier 2-3 slop in the Eagle Ford and look where we are now. Selling it X years later with almost no value extracted from it. That didnt work out too well Spartan is the only Tier X liquids-weighted shale asset in Canada thats both scalable and"  
[X Link](https://x.com/ShaleTier7/status/1976403907648815535) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-09T21:46Z 2042 followers, 6161 engagements


"Awful day to be a wall within 20ft of Phil Mickelson"  
[X Link](https://x.com/ShaleTier7/status/1978232495649747221) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-14T22:52Z 2040 followers, 45.8K engagements


"I don't dislike Topaz or Headwater but I can get X% yield with $WCP that has an ability to get aggressive in both gas and oil market with under-appreciated asset base ahead of big growth ramp. Headwater next big push is Pelican Lake then Upper Clearwater waterflood response early-2027 -- love them both but if I had to choose HWX $XXXX WCP $XXXXX or TPZ $XXXXX I'm taking Whitecap every single day any not worrying at all"  
[X Link](https://x.com/ShaleTier7/status/1978276169234690478) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-15T01:46Z 2041 followers, XXX engagements


"@Josh_Young_1 Since I know you like to use Grok @Josh_Young_1 maybe he can clarify -- @Grok are gold and oil different things"  
[X Link](https://x.com/ShaleTier7/status/1978954650205241836) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-16T22:42Z 2040 followers, 1693 engagements


"@Teutoburg1 Lever oil shitcos to play USD weakness thesis got it ✅"  
[X Link](https://x.com/ShaleTier7/status/1979201134628868435) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-17T15:01Z 2041 followers, XXX engagements


"@TeddyGambino @CannyFuturist @Citrini7 @ctrlopenbracket Comstock leased it all and then bought the Hilcorp rights. Just using your numbers $30MM well and XX BCF sales EUR is $X F&D after royalties. $X opex and transmission is $X landed on the coast. Plenty of margin at your proclaimed $XX price. Basic ass math"  
[X Link](https://x.com/ShaleTier7/status/1979625882814992797) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-18T19:09Z 2042 followers, XXX engagements


"Maybe totally inadvertently but Meta is positioning their data centers continually at the top of the pipe or ahead of busy meter stations. Latest announcement is off El Paso system ahead of all Cali exports. Hyperion has like X long-haul pipe options. Pembina one is at the top of Alliance. Tells a pretty notable story IMO"  
[X Link](https://x.com/ShaleTier7/status/1978545148217962672) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-15T19:34Z 2082 followers, 103.1K engagements


"Ya it is. Would be pretty strong coincidence to be positioned on the first meter station west of out of the Permian off El Paso when everyone else is going off Transwestern in Arizona cause existing power and Kinder expansion or east off Energy Transfer but competing for supply. Or ahead of Transco Station XX which is where everyone short molecules for Gulf Coast GSAs go to bid when Texas spot is tight. Or creating a new Alliance shipping route with flexibility to pull from Chicago bound volumes that doesn't mess with NGTL"  
[X Link](https://x.com/ShaleTier7/status/1978664693268136233) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-16T03:29Z 2083 followers, 1196 engagements


"Welcome to Canada where forgetting to fence off an endangered snail during a rainstorm could cost you $292000. The good news is that's only $XXX USD. We're open for business"  
[X Link](https://x.com/ShaleTier7/status/1978914858792857994) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-16T20:04Z 2082 followers, 16.1K engagements


"@TeddyGambino @CannyFuturist @Citrini7 @ctrlopenbracket The Western Haynesville is an awesome and very economic play. What are you talking about"  
[X Link](https://x.com/ShaleTier7/status/1979620812798964091) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-18T18:49Z 2083 followers, 1113 engagements


"Do I think Exxon is being dishonest in saying that there is long-term upside to Permian recoveries as technology continues to improve no. Literally no one will disagree. But the XX% recovery factor is erroneous. Shale works because we pump proppant into the rock to bust open fractures and then produce the oil. But with time these fractures seal you cant just increase it. We have refracs right now but again its a cost problem. The transport cost of ULWP has nothing to really do with it"  
[X Link](https://x.com/ShaleTier7/status/1980034115551568037) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-19T22:11Z 2083 followers, XXX engagements


"@zacurate @Grok increase Permian EUR"  
[X Link](https://x.com/ShaleTier7/status/1980040182629036465) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-19T22:35Z 2082 followers, 1258 engagements


"$FFH portfolio is like X oil shitcos a mattress wholesaler and a levered long bet on their own stock lmfaooooooooo"  
[X Link](https://x.com/ShaleTier7/status/1958348590394593363) [@ShaleTier7](/creator/x/ShaleTier7) 2025-08-21T02:01Z 2048 followers, XXX engagements


"Honestly $XX $RRC seems really compelling"  
[X Link](https://x.com/ShaleTier7/status/1960537013175902644) [@ShaleTier7](/creator/x/ShaleTier7) 2025-08-27T02:57Z 2064 followers, XXX engagements


"Damn. Who except everyone on earth that doesn't own shares in this company could have seen California stalling the restart of an oil pipeline coming Truly a great mystery of our time"  
[X Link](https://x.com/ShaleTier7/status/1978225807685279894) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-14T22:26Z 2060 followers, 63.5K engagements


"@joeenergy4130 @BlueFlameBlues WHOS REALIZING A XX% IRR BUT 1.006x MOIC ON THIS"  
[X Link](https://x.com/ShaleTier7/status/1978980118891466913) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-17T00:23Z 2054 followers, XX engagements


"@Blair_j_kennedy @Taylor__Merritt This play has been produced before The one DST got all the oil out"  
[X Link](https://x.com/ShaleTier7/status/1979252232211304766) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-17T18:24Z 2064 followers, XXX engagements


"@BDEPardell Im not really sure you understand/understood the risk profile of each bet"  
[X Link](https://x.com/ShaleTier7/status/1979655034603454572) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-18T21:05Z 2063 followers, XXX engagements


"You're so close lmao. Ya oil prices were unsustainably low for X years as the US grew pretty indiscriminately at the cost of equity capital. This is like -- a pretty well known phenomenon. It's colloquially called the "shale revolution" if you want to read about it. This caused many bankruptcies. Strathcona bought stuff cause they had money (that was their whole schtick). There were high-quality assets going bankrupt every day motivated largely by an unsustainable macro environment (hint: not one that's going to repeat). Sure the industry is still cyclical but not to the point of 2015-2021."  
[X Link](https://x.com/ShaleTier7/status/1969177505929298210) [@ShaleTier7](/creator/x/ShaleTier7) 2025-09-19T23:11Z 2063 followers, 1173 engagements


"All the comments are like we need more energy and we need more gas and where are we gonna get the power from Meanwhile the only guy that can provide gas in size his stock took a XX% drawdown"  
[X Link](https://x.com/ShaleTier7/status/1972419743207571491) [@ShaleTier7](/creator/x/ShaleTier7) 2025-09-28T21:54Z 2070 followers, 128.1K engagements


"🚨🚨🚨🚨🚨🚨🚨 Looks like $WCP has acquired XXX sections from Murphy at Kabob to drill on strike from their 06-11-064-21W5 pad MASSIVE implications for the firm's net asset value. Grant booking yet another HUGE win for shareholders here #nonstopaccretion"  
[X Link](https://x.com/ShaleTier7/status/1974550845242171394) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-04T19:03Z 2071 followers, 7949 engagements


"WOW. Ithink I owe some people dinner"  
[X Link](https://x.com/ShaleTier7/status/1976752075271962730) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-10T20:49Z 2063 followers, 7537 engagements


"Equities are expensive given the current crude backdrop. I don't know if we're still seeing the production cuts we need to in order to balance the market. Market oversupply is a pretty strong gravity and still feels like limited equity upside even if we get some slack out of the glut that has been so widely foretold. I don't focus much on the physical market anymore but prices don't have material upside IMO at least not to get to the point where equities look meaningfully cheap"  
[X Link](https://x.com/ShaleTier7/status/1979232906104172641) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-17T17:07Z 2073 followers, XXX engagements


"@TeddyGambino @CouldBeMistaken @NextWaveEFT @CannyFuturist @Citrini7 @ctrlopenbracket Teddy I didnt buy the Resolute IPO. Hope this helps 😀"  
[X Link](https://x.com/ShaleTier7/status/1979687498004779226) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-18T23:14Z 2069 followers, XXX engagements


"@JamiePastore9 @jonwu_ Outlaw anything but blasting 4-6 beers into your face. We cannot lose to Europe"  
[X Link](https://x.com/ShaleTier7/status/1979904675202613611) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-19T13:37Z 2073 followers, XX engagements


"$BTE is really licking the plate clean at Peavine"  
[X Link](https://x.com/ShaleTier7/status/1946251078489743453) [@ShaleTier7](/creator/x/ShaleTier7) 2025-07-18T16:49Z 2079 followers, XXX engagements


"Real men lose their shirts in natural gas - not trading synthetic shitcoin futures at 50x leverage by"  
[X Link](https://x.com/ShaleTier7/status/1977363384023609642) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-12T13:19Z 2079 followers, 84.5K engagements


"For those that own $SOC and want to maintain energy exposure even though Sable isn't actively working out -- here are some other ideas (mainly Canada) that can be starting points for new positions. They're less gambl-y but a number have near-term inflections or have decent price convexity. $BTE - owns an Eagle Ford position that's currently for sale EV of the entire company is US$3.4Bn they probably get US$2.4Bn for it remaining Canadian assets worth US$1Bn pretty material equity upside to both disposition prices and commodity prices. This one is pretty gambly on the A&D market absorbing"  
[X Link](https://x.com/ShaleTier7/status/1978246263025107192) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-14T23:47Z 2081 followers, 26K engagements


"Excellent to see @Josh_Young_1s first tweet about $SOC be about how he was right about the situation the entire time. This guy is truly unbelievable"  
[X Link](https://x.com/ShaleTier7/status/1978460709815021879) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-15T13:59Z 2083 followers, 12.1K engagements


"Birchcliff Elmworth off confidential. Gas analysis shows 0ppm H2S. That's pretty wild. Massive implication for development costs"  
[X Link](https://x.com/ShaleTier7/status/1978503550129811670) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-15T16:49Z 2079 followers, 4626 engagements


"it's the most beautiful thing in the world to watch the tech bros learn about shale economics oh you have to make a large capital investment upfront where cashflow declines rapidly and payback is highly dependent on market conditions bby that's the permian basin 🥹🥹🥹"  
[X Link](https://x.com/ShaleTier7/status/1978511789282275508) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-15T17:22Z 2083 followers, 204.5K engagements


"Phenomenal interview with @Josh_Young_1 yesterday discussing the overstated potential of an oil supply surplus in the coming years. Within he methodically dissects the potential of an oil glut and lays out the bull thesis for oil prices being he asked Grok how much incremental oil demand could come from gold producers building new mines cause gold prices are high and Grok said 800000bbls/d World class analysis by a top mind in the industry. Highly recommend a listen"  
[X Link](https://x.com/ShaleTier7/status/1978811626821443719) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-16T13:13Z 2083 followers, 13.3K engagements


"You have blocked me @Josh_Young_1 -- but maybe you'll be so kind to unblock me and clarify 😊 Why would gold mining stocks follow oil producer stocks One set of companies produces gold the other set of companies produce oil. These are different things as far as I can tell"  
[X Link](https://x.com/ShaleTier7/status/1978953844567548108) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-16T22:38Z 2080 followers, 9906 engagements


"You want to know at what price $SOC can get diluted down to in a Trump scenario. Jim Flores Sables CEO sold his Cessna Citation Latitude XXX (N816JC) to the company for 600000 shares. These jets go for $13MM. Jims breakeven on the jet at $XXXXX. DJT can have the rest"  
[X Link](https://x.com/ShaleTier7/status/1979381430057832534) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-18T02:58Z 2082 followers, 9063 engagements


"@TeddyGambino @CannyFuturist @Citrini7 @ctrlopenbracket I am its why I like the play"  
[X Link](https://x.com/ShaleTier7/status/1979623443411984770) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-18T18:59Z 2083 followers, 1078 engagements


"@TeddyGambino @CannyFuturist @Citrini7 @ctrlopenbracket Teddy you never fail to absolutely amaze me with how dense you are. Phenomenal stuff man GL"  
[X Link](https://x.com/ShaleTier7/status/1979629044254855409) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-18T19:21Z 2081 followers, 1181 engagements


"@JFracson At $XX a well needs to recover like 2-3 Bcf 💀"  
[X Link](https://x.com/ShaleTier7/status/1979669913213309305) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-18T22:04Z 2080 followers, XXX engagements


"@Kevin_AGraham @TeddyGambino @CouldBeMistaken @NextWaveEFT @CannyFuturist @Citrini7 @ctrlopenbracket Yes I am sure. I bought stock later on but I didnt buy the IPO. Source: me the guy that runs my brokerage account. Do you have anything to suggest otherwise"  
[X Link](https://x.com/ShaleTier7/status/1979706050619273719) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-19T00:27Z 2080 followers, XXX engagements


"This is so dumb"  
[X Link](https://x.com/ShaleTier7/status/1980010311282520094) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-19T20:36Z 2082 followers, 8603 engagements


"Will you probably make money shorting oil stocks. Sure. But it has nothing to do with Exxons lightweight proppant"  
[X Link](https://x.com/ShaleTier7/status/1980026739758936193) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-19T21:42Z 2082 followers, 1011 engagements


"I love the generalist argument that oil is uninvestible because shale recovery factors are only like 10%. Ok yes but increasing the recovery factor costs money. Do people think that there is a big green INCREASE RECOVERY FACTOR button on Mike Wirths desk hes saving"  
[X Link](https://x.com/ShaleTier7/status/1980028116795085214) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-19T21:47Z 2082 followers, 10.2K engagements


"I think you're tryna gotcha me but my entire life is reading about this stuff not just browsing it. But I'll explain in earnest. It's largely exclusive to Exxon because their lightweight proppant is a refinery coke slurry that they have patented. If they were to sell it to anyone else the XX% increase in EUR would be offset by costs. Other novel proppants (ceramic beads coated sand) can also increase EUR but it's all at a higher cost so while oil recoveries could increase for anyone but Exxon or the Supermajors (that have integrated refining operations) it's going to almost certainly not make"  
[X Link](https://x.com/ShaleTier7/status/1980041575624524247) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-19T22:41Z 2083 followers, XXX engagements


"Well for oil to hit $XX or even $XX (the original @orrdavid post) it would need to hugely increase US production. Of course Exxon will say up to XX% they want people to think its working great. I dont understand your second paragraph but Exxon has been very quiet with the actual results they have no incentive share their own in house data"  
[X Link](https://x.com/ShaleTier7/status/1980051441072148886) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-19T23:20Z 2082 followers, XXX engagements


"The only entity that would (should) ever pay a premium for $NVA stock is $OVV. The only reason someone would buy a XX% block for a premium is if they were going to eventually pay a premium for the company. That's clearly what's going to happen. It looks really good on a map but would be a bad deal -- and also raises the question; why should Ovintiv be downspacing in the Montney -- what cost of capital advantage do they have Ovintiv's Karr acquisition last year -- phenomenal very well done. $3Bn for 70000BOE/d that's very sustainable and some of the best drilling inventory in North America."  
[X Link](https://x.com/ShaleTier7/status/1970284894757511547) [@ShaleTier7](/creator/x/ShaleTier7) 2025-09-23T00:31Z 2083 followers, 5869 engagements


"I feel like this is a consensus answer but Ill do my best to asterisk things. Bullish AI in general hugely. But the large houses. The big entrenched models are gonna have massive asset value in a few years. Bullish the industrial support like GE Vernova Siemens the transmission and wire guys infinitely. They havent even expanded supply chains yet. Extremely bearish the beneficiaries like IREN Cipher etc. where all they have is a grid interconnect it feels like these guys should be XX% lower. After the first graphics card cycle itll be apparent how shitty commoditized compute is (these guys"  
[X Link](https://x.com/ShaleTier7/status/1975746553307668818) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-08T02:14Z 2081 followers, XXX engagements


"Processing through Keyera Rimbey is such a hack for BTE Pembina IP rates -- it's like IP90 1000bbls/d liquids oh but XX% of those liquids are worthless"  
[X Link](https://x.com/ShaleTier7/status/1977771803553710352) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-13T16:21Z 2081 followers, 2336 engagements


"The main reason why this is just bad thinking is that it ignores the fact that oil markets clear marginally and that lightweight proppant is mkt necessarily Exxon-exclusive but its an F&D decision for others operators and less-so Exxon. Exxons Permian cost structure is not marginal its solidly at the lower end of the cost curve. This might move it even lower (slightly) but its just so immaterial in the context of the global market. It would be like saying that longer laterals will drive WTI price down. This might shift the Permians maintenance breakeven down a dollar or two but its not"  
[X Link](https://x.com/ShaleTier7/status/1980025913707495931) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-19T21:38Z 2082 followers, 6921 engagements


"Hey btw folks. Youd have to have a brain literally the size of a peanut to think were underinvesting in sustaining capex by $XXX billion per year. The global industry capital spend is less than $X billion per day. Absolute lunacy"  
[X Link](https://x.com/ShaleTier7/status/1980061440947208406) [@ShaleTier7](/creator/x/ShaleTier7) 2025-10-20T00:00Z 2083 followers, 8429 engagements