[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.] #  @ZmansEnrgyBrain Z4 Energy Research Z4 Energy Research posts on X about $lbrt, $slb, #ai, $civi the most. They currently have XXXXXX followers and 2365 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::67533177/interactions)  - X Week XXXXXX +141% - X Month XXXXXXX +38% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +17% ### Mentions: XX [#](/creator/twitter::67533177/posts_active)  - X Week XX +145% - X Month XXX +26% - X Months XXX -XX% - X Year XXXXX +70% ### Followers: XXXXXX [#](/creator/twitter::67533177/followers)  - X Week XXXXXX +0.18% - X Month XXXXXX +0.42% - X Months XXXXXX +6.30% - X Year XXXXXX +14% ### CreatorRank: XXXXXXX [#](/creator/twitter::67533177/influencer_rank)  ### Social Influence [#](/creator/twitter::67533177/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) **Social topic influence** [$lbrt](/topic/$lbrt) #3, [$slb](/topic/$slb) #4, [#ai](/topic/#ai), [$civi](/topic/$civi) #1, [china](/topic/china), [$hal](/topic/$hal) #2, [$vlo](/topic/$vlo), [$pump](/topic/$pump) #45, [$sm](/topic/$sm), [$fang](/topic/$fang) **Top assets mentioned** [Liberty Energy Inc. (LBRT)](/topic/$lbrt) [Schlumberger NV (SLB)](/topic/$slb) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [Halliburton Company (HAL)](/topic/$hal) [Valero Energy Corporation (VLO)](/topic/$vlo) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [SM Energy Company (SM)](/topic/$sm) [FANG Token (FANG)](/topic/$fang) [Veritise (VTS)](/topic/$vts) [Oklo Inc. (OKLO)](/topic/$oklo) [Magnolia Oil & Gas Corporation Class A Common Stock (MGY)](/topic/$mgy) [Sable Offshore Corp. (SOC)](/topic/$soc) [EQT, Corp. (EQT)](/topic/$eqt) [QuantumScape Corporation (QS)](/topic/$qs) [Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [GE Vernova Inc. (GEV)](/topic/$gev) [MP Materials Corp. (MP)](/topic/$mp) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [USA COMPRESSION PARTNERS LP (USAC)](/topic/$usac) [PG&E, Corp. (PCG)](/topic/$pcg) [Convex Finance (CVX)](/topic/$cvx) [Chord Energy Corporation Common Stock (CHRD)](/topic/$chrd) [Oxygen (OXY)](/topic/$oxy) [CatCoin (CAT)](/topic/$cat) [Copiosa Coin (COP2)](/topic/$cop) ### Top Social Posts [#](/creator/twitter::67533177/posts) --- Top posts by engagements in the last XX hours "$MGY thoughts from summer - we have X of these to give away. Send MGY in the subject line to zmanalpha@gmail.coim" [X Link](https://x.com/ZmansEnrgyBrain/status/1975920084670697721) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-08T13:43Z 10.9K followers, XXX 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, 2930 engagements "China accuses U.S. of deliberately causing panic over rare earth controls says it is open to talks" [X Link](https://x.com/ZmansEnrgyBrain/status/1978909745210696039) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-16T19:43Z 10.8K followers, 1516 engagements "Global imports for each China: XXXX million tons (2024estimate) South Korea: XXXX million tons (2024-forecast) Imports for each from US China XX million metric tons SK. Negligible. Do some homework" [X Link](https://x.com/ZmansEnrgyBrain/status/1978974666711556157) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T00:01Z 10.8K followers, 1385 engagements "Tariff costs to hit $XXX trillion with consumers bearing most of the hit S&P says @CNBC" [X Link](https://x.com/ZmansEnrgyBrain/status/1979124684961579311) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T09:57Z 10.9K followers, XXX engagements "$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 10.8K followers, 1238 engagements "Come take a test drive #oil #natgas #oott $SOC $LBRT $HAL $GEV $EQT $QS $VLO $PTEN $MP $CRML $FEAM $GRLRF $WAMY $USAR $UUUU" [X Link](https://x.com/ZmansEnrgyBrain/status/1978448118157828273) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-15T13:09Z 10.9K followers, 1133 engagements "$SLB - 3rd price target upgrade this week ahead of earnings on Friday" [X Link](https://x.com/ZmansEnrgyBrain/status/1978449567445094608) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-15T13:15Z 10.8K followers, XXX engagements "3Q' reports for $SLB $LBRT covered in today's post. $USAC $oil #natgas #OOTT Come take a test drive and have a good Friday" [X Link](https://x.com/ZmansEnrgyBrain/status/1979147216376721659) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T11:27Z 10.8K followers, XXX 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 10.8K followers, XXX 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." $SLB 3Q25 #AI #OFS #OOTT" [X Link](https://x.com/ZmansEnrgyBrain/status/1979156809010049490) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T12:05Z 10.8K followers, XXX engagements "$SLB call in X minutes 3Q25 call notes on site live call notes to follow" [X Link](https://x.com/ZmansEnrgyBrain/status/1979177154718949747) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T13:26Z 10.8K followers, XXX 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 10.8K followers, XXX engagements "Big anti-tariff soapbox at the end of the $LBRT call. Called tariffs path to mediocrity and bad policy leading to loss of share" [X Link](https://x.com/ZmansEnrgyBrain/status/1979211104526979562) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T15:41Z 10.8K followers, XXX engagements "Hey @SecretaryWright In case you didn't get the Liberty Energy memo on tariffs here ya go. I've highlighted the relevant parts including when they mention you. Do your job. Tell your boss. Have a good weekend Chris #MAGA #OOTT $LBRT" [X Link](https://x.com/ZmansEnrgyBrain/status/1979276374624899443) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T20:00Z 10.8K followers, 1363 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, 2033 engagements "Last Post: ProPetro Set To Stand Out Vs. Frac Peers With Growth Best In Show Balance Sheet" [X Link](https://x.com/ZmansEnrgyBrain/status/1980270074134139356) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T13:49Z 10.9K followers, XXX engagements "DRAFT 2Q25 NOTES ON OUR SITE FOR $AESI $FANG $VTS #OOTT" [X Link](https://x.com/ZmansEnrgyBrain/status/1952482501970305419) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-08-04T21:31Z 10.8K followers, 1238 engagements "$VTS suggests $CVX could increase #bakken activity relative to Hess noting what they did in the DJ after nabbing Noble. #oott" [X Link](https://x.com/ZmansEnrgyBrain/status/1952752306933444918) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-08-05T15:23Z 10.8K followers, 1135 engagements "$CHRD - upsized low couple (6%) senior deal priced nice to see E&P able to get down there" [X Link](https://x.com/ZmansEnrgyBrain/status/1968045006675206593) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-09-16T20:11Z 10.8K followers, XXX engagements "SO IF THE FTC IS SHUTTERED MERGERS AUTOMATICALLY PASS HART SCOTT JUST ANOTHER MERGER MONDAY $OXY $CIVI" [X Link](https://x.com/ZmansEnrgyBrain/status/1974119219982979535) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-03T14:27Z 10.8K followers, 1379 engagements "$LBRT upped the dividend a penny from X cents to X. Dont think it matters much but it was unexpected" [X Link](https://x.com/ZmansEnrgyBrain/status/1978201668161315303) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-14T20:50Z 10.8K followers, 5191 engagements ""Industry frac activity has now fallen below levels required to sustain North American oil production" - Liberty Energy 3Q25 PR $LBRT #frac #oott" [X Link](https://x.com/ZmansEnrgyBrain/status/1978940298903298220) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-16T21:45Z 10.9K followers, 1137 engagements "$LBRT 3Q25 draft comments on site" [X Link](https://x.com/ZmansEnrgyBrain/status/1978943220022194410) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-16T21:56Z 10.9K followers, XXX engagements "$SLB NAM revenues were ahead of expectations in part due to increased data center solutions. 3Q25 #OFS #OOTT" [X Link](https://x.com/ZmansEnrgyBrain/status/1979153731192013079) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T11:53Z 10.8K followers, XXX engagements "$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 10.8K followers, 2195 engagements "$LBRT 3Q25 CC starting. Notes for the quarter on the site live call notes shortly" [X Link](https://x.com/ZmansEnrgyBrain/status/1979194195286917580) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:34Z 10.8K followers, XXX engagements "$LBRT CFO wants to begin by celebrating the successes of the team. Tell me you own $OKLO personally without telling me you own $OKLO personally" [X Link](https://x.com/ZmansEnrgyBrain/status/1979197522485653915) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:47Z 10.9K followers, XXX engagements "$LBRT call takeaway . $CAT" [X Link](https://x.com/ZmansEnrgyBrain/status/1979205279485927755) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T15:18Z 10.9K followers, XXX engagements "LIBERTY CALL Says DOE being very helpful with development of nuclear. Says $OKLO initial project (Idaho) to see generation in 2028. $LBRT" [X Link](https://x.com/ZmansEnrgyBrain/status/1979209785695252542) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T15:35Z 10.9K followers, 1259 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, 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, 7783 engagements "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 "Dear $PUMP See $LBRT announce X GW power with no contract signed and rally XX% on a miss as you think about your 3Q25 call with contracts in hand and time to market ahead of Liberty. That is all. #ai #oott #ofs" [X Link](https://x.com/ZmansEnrgyBrain/status/1979203266333352408) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T15:10Z 10.9K followers, 2860 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 "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, 1100 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, 1107 engagements "We own some $LBRT Did not have LIBERTY CLOSES LIBERATION DAY GAP on my bingo card today after seeing those results" [X Link](https://x.com/ZmansEnrgyBrain/status/1979212558742483153) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T15:47Z 10.9K followers, 1313 engagements "$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, 1077 engagements "#AI PEOPLE ARE SLEEPING ON THIS" [X Link](https://x.com/ZmansEnrgyBrain/status/1979190212149317882) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:18Z 10.9K followers, 1209 engagements "$SLB - competency in data center / #AI - not capex intensive for us" [X Link](https://x.com/ZmansEnrgyBrain/status/1979191292539101596) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:22Z 10.9K followers, 1167 engagements ""Industry frac activity has now fallen below levels required to sustain North American oil production" - $LBRT #ofs #oott" [X Link](https://x.com/ZmansEnrgyBrain/status/1979196304216522885) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T14:42Z 10.9K followers, 2036 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 "Has this bad idea been laid to rest $CIVI $SM" [X Link](https://x.com/ZmansEnrgyBrain/status/1980356232360956356) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T19:31Z 10.9K followers, XXX engagements "$LBRT 2Q25 - XXX MW or order nothing signed $PUMP 2Q25 - XXX MW on order XX signed being delivered. $LBRT 3Q25 GW on order nothing signed. $PUMP 3Q25 CC 10/29/25 PUMP trading at 2.6x 2026 EBITDA (only fracr w/ EBITDA gro in 26) LBRT @ 4.2x '25 4.4x '26. LBRT up 25%" [X Link](https://x.com/ZmansEnrgyBrain/status/1979244595469766810) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-17T17:54Z 10.9K followers, 2041 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, 2279 engagements "C3+ Current domestic @ $XXXXX International @ $XXXXX. Used to be the other way around with $AR's current price Mont B. More OPEC #NGL barrels but maybe also less demand for U.S. exports Need a way to better track Marcus Hook exports to incremental China PDH" [X Link](https://x.com/ZmansEnrgyBrain/status/1980354960459178024) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T19:26Z 10.9K followers, XXX engagements "Interesting $HAL" [X Link](https://x.com/ZmansEnrgyBrain/status/1980385810198458721) [@ZmansEnrgyBrain](/creator/x/ZmansEnrgyBrain) 2025-10-20T21:29Z 10.9K followers, 1425 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.]
@ZmansEnrgyBrain Z4 Energy Research
Z4 Energy Research posts on X about $lbrt, $slb, #ai, $civi the most. They currently have XXXXXX followers and 2365 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +141%
- X Month XXXXXXX +38%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +17%
Mentions: XX #
- X Week XX +145%
- X Month XXX +26%
- X Months XXX -XX%
- X Year XXXXX +70%
Followers: XXXXXX #
- X Week XXXXXX +0.18%
- X Month XXXXXX +0.42%
- X Months XXXXXX +6.30%
- X Year XXXXXX +14%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance cryptocurrencies countries
Social topic influence $lbrt #3, $slb #4, #ai, $civi #1, china, $hal #2, $vlo, $pump #45, $sm, $fang
Top assets mentioned Liberty Energy Inc. (LBRT) Schlumberger NV (SLB) Civitas Resources, Inc. (CIVI) Halliburton Company (HAL) Valero Energy Corporation (VLO) PumpBTC (Governance token) (PUMP) SM Energy Company (SM) FANG Token (FANG) Veritise (VTS) Oklo Inc. (OKLO) Magnolia Oil & Gas Corporation Class A Common Stock (MGY) Sable Offshore Corp. (SOC) EQT, Corp. (EQT) QuantumScape Corporation (QS) Patterson-UTI Energy Inc (PTEN) Critical Metals Corp. Ordinary Shares (CRML) GE Vernova Inc. (GEV) MP Materials Corp. (MP) USA Rare Earth, Inc. Class A Common Stock (USAR) Energy Fuels Inc. (UUUU) USA COMPRESSION PARTNERS LP (USAC) PG&E, Corp. (PCG) Convex Finance (CVX) Chord Energy Corporation Common Stock (CHRD) Oxygen (OXY) CatCoin (CAT) Copiosa Coin (COP2)
Top Social Posts #
Top posts by engagements in the last XX hours
"$MGY thoughts from summer - we have X of these to give away. Send MGY in the subject line to zmanalpha@gmail.coim"
X Link @ZmansEnrgyBrain 2025-10-08T13:43Z 10.9K followers, XXX engagements
"CIVITAS SHAREHOLDERS UNDER-JOYED BY THOUGHT OF MERGER OF MEEKUALS. $CIVI $SM"
X Link @ZmansEnrgyBrain 2025-10-09T18:24Z 10.9K followers, 2930 engagements
"China accuses U.S. of deliberately causing panic over rare earth controls says it is open to talks"
X Link @ZmansEnrgyBrain 2025-10-16T19:43Z 10.8K followers, 1516 engagements
"Global imports for each China: XXXX million tons (2024estimate) South Korea: XXXX million tons (2024-forecast) Imports for each from US China XX million metric tons SK. Negligible. Do some homework"
X Link @ZmansEnrgyBrain 2025-10-17T00:01Z 10.8K followers, 1385 engagements
"Tariff costs to hit $XXX trillion with consumers bearing most of the hit S&P says @CNBC"
X Link @ZmansEnrgyBrain 2025-10-17T09:57Z 10.9K followers, XXX engagements
"$FANG CEO says its going to be hard to see production at $XX per barrel of oil Bezinga #OOTT"
X Link @ZmansEnrgyBrain 2025-10-01T16:00Z 10.8K followers, 1238 engagements
"Come take a test drive #oil #natgas #oott $SOC $LBRT $HAL $GEV $EQT $QS $VLO $PTEN $MP $CRML $FEAM $GRLRF $WAMY $USAR $UUUU"
X Link @ZmansEnrgyBrain 2025-10-15T13:09Z 10.9K followers, 1133 engagements
"$SLB - 3rd price target upgrade this week ahead of earnings on Friday"
X Link @ZmansEnrgyBrain 2025-10-15T13:15Z 10.8K followers, XXX engagements
"3Q' reports for $SLB $LBRT covered in today's post. $USAC $oil #natgas #OOTT Come take a test drive and have a good Friday"
X Link @ZmansEnrgyBrain 2025-10-17T11:27Z 10.8K followers, XXX engagements
""several countries across the Middle EastandAsiacontinue to show robust growth." $SLB 3Q25 #OFS #OOTT"
X Link @ZmansEnrgyBrain 2025-10-17T11:50Z 10.8K followers, XXX 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." $SLB 3Q25 #AI #OFS #OOTT"
X Link @ZmansEnrgyBrain 2025-10-17T12:05Z 10.8K followers, XXX engagements
"$SLB call in X minutes 3Q25 call notes on site live call notes to follow"
X Link @ZmansEnrgyBrain 2025-10-17T13:26Z 10.8K followers, XXX engagements
"nearly XX% of upstream investment going to offsetting declines. Schlumberger $SLB 3Q25 call"
X Link @ZmansEnrgyBrain 2025-10-17T13:48Z 10.8K followers, XXX engagements
"Big anti-tariff soapbox at the end of the $LBRT call. Called tariffs path to mediocrity and bad policy leading to loss of share"
X Link @ZmansEnrgyBrain 2025-10-17T15:41Z 10.8K followers, XXX engagements
"Hey @SecretaryWright In case you didn't get the Liberty Energy memo on tariffs here ya go. I've highlighted the relevant parts including when they mention you. Do your job. Tell your boss. Have a good weekend Chris #MAGA #OOTT $LBRT"
X Link @ZmansEnrgyBrain 2025-10-17T20:00Z 10.8K followers, 1363 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 @ZmansEnrgyBrain 2025-09-23T20:44Z 10.9K followers, 2033 engagements
"Last Post: ProPetro Set To Stand Out Vs. Frac Peers With Growth Best In Show Balance Sheet"
X Link @ZmansEnrgyBrain 2025-10-20T13:49Z 10.9K followers, XXX engagements
"DRAFT 2Q25 NOTES ON OUR SITE FOR $AESI $FANG $VTS #OOTT"
X Link @ZmansEnrgyBrain 2025-08-04T21:31Z 10.8K followers, 1238 engagements
"$VTS suggests $CVX could increase #bakken activity relative to Hess noting what they did in the DJ after nabbing Noble. #oott"
X Link @ZmansEnrgyBrain 2025-08-05T15:23Z 10.8K followers, 1135 engagements
"$CHRD - upsized low couple (6%) senior deal priced nice to see E&P able to get down there"
X Link @ZmansEnrgyBrain 2025-09-16T20:11Z 10.8K followers, XXX engagements
"SO IF THE FTC IS SHUTTERED MERGERS AUTOMATICALLY PASS HART SCOTT JUST ANOTHER MERGER MONDAY $OXY $CIVI"
X Link @ZmansEnrgyBrain 2025-10-03T14:27Z 10.8K followers, 1379 engagements
"$LBRT upped the dividend a penny from X cents to X. Dont think it matters much but it was unexpected"
X Link @ZmansEnrgyBrain 2025-10-14T20:50Z 10.8K followers, 5191 engagements
""Industry frac activity has now fallen below levels required to sustain North American oil production" - Liberty Energy 3Q25 PR $LBRT #frac #oott"
X Link @ZmansEnrgyBrain 2025-10-16T21:45Z 10.9K followers, 1137 engagements
"$LBRT 3Q25 draft comments on site"
X Link @ZmansEnrgyBrain 2025-10-16T21:56Z 10.9K followers, XXX engagements
"$SLB NAM revenues were ahead of expectations in part due to increased data center solutions. 3Q25 #OFS #OOTT"
X Link @ZmansEnrgyBrain 2025-10-17T11:53Z 10.8K followers, XXX engagements
"$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 @ZmansEnrgyBrain 2025-10-17T14:13Z 10.8K followers, 2195 engagements
"$LBRT 3Q25 CC starting. Notes for the quarter on the site live call notes shortly"
X Link @ZmansEnrgyBrain 2025-10-17T14:34Z 10.8K followers, XXX engagements
"$LBRT CFO wants to begin by celebrating the successes of the team. Tell me you own $OKLO personally without telling me you own $OKLO personally"
X Link @ZmansEnrgyBrain 2025-10-17T14:47Z 10.9K followers, XXX engagements
"$LBRT call takeaway . $CAT"
X Link @ZmansEnrgyBrain 2025-10-17T15:18Z 10.9K followers, XXX engagements
"LIBERTY CALL Says DOE being very helpful with development of nuclear. Says $OKLO initial project (Idaho) to see generation in 2028. $LBRT"
X Link @ZmansEnrgyBrain 2025-10-17T15:35Z 10.9K followers, 1259 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 @ZmansEnrgyBrain 2025-10-20T14:42Z 10.9K followers, XXX engagements
"SCHLUMBERGER SEES OIL MARKET REBALANCING IN 2026. #OOTT"
X Link @ZmansEnrgyBrain 2025-10-17T14:25Z 10.9K followers, 7783 engagements
"LET'S MAKE HEATING OIL GREAT AGAIN #CRACKS $VLO"
X Link @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 @ZmansEnrgyBrain 2025-10-17T12:19Z 10.9K followers, XXX engagements
"Dear $PUMP See $LBRT announce X GW power with no contract signed and rally XX% on a miss as you think about your 3Q25 call with contracts in hand and time to market ahead of Liberty. That is all. #ai #oott #ofs"
X Link @ZmansEnrgyBrain 2025-10-17T15:10Z 10.9K followers, 2860 engagements
""Global inventories still reside at multiyear lows" $SLB 3Q25 call. #OOTT"
X Link @ZmansEnrgyBrain 2025-10-19T15:04Z 10.9K followers, XXX 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 @ZmansEnrgyBrain 2025-10-20T17:49Z 10.9K followers, 1100 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 @ZmansEnrgyBrain 2025-10-10T17:07Z 10.9K followers, 1107 engagements
"We own some $LBRT Did not have LIBERTY CLOSES LIBERATION DAY GAP on my bingo card today after seeing those results"
X Link @ZmansEnrgyBrain 2025-10-17T15:47Z 10.9K followers, 1313 engagements
"$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 @ZmansEnrgyBrain 2025-10-14T14:51Z 10.9K followers, 1077 engagements
"#AI PEOPLE ARE SLEEPING ON THIS"
X Link @ZmansEnrgyBrain 2025-10-17T14:18Z 10.9K followers, 1209 engagements
"$SLB - competency in data center / #AI - not capex intensive for us"
X Link @ZmansEnrgyBrain 2025-10-17T14:22Z 10.9K followers, 1167 engagements
""Industry frac activity has now fallen below levels required to sustain North American oil production" - $LBRT #ofs #oott"
X Link @ZmansEnrgyBrain 2025-10-17T14:42Z 10.9K followers, 2036 engagements
""The need to offset natural production decline accounts for nearly XX% of annual upstream investment" $SLB 3Q25 call #OOOTT"
X Link @ZmansEnrgyBrain 2025-10-19T15:05Z 10.9K followers, XXX engagements
"Has this bad idea been laid to rest $CIVI $SM"
X Link @ZmansEnrgyBrain 2025-10-20T19:31Z 10.9K followers, XXX engagements
"$LBRT 2Q25 - XXX MW or order nothing signed $PUMP 2Q25 - XXX MW on order XX signed being delivered. $LBRT 3Q25 GW on order nothing signed. $PUMP 3Q25 CC 10/29/25 PUMP trading at 2.6x 2026 EBITDA (only fracr w/ EBITDA gro in 26) LBRT @ 4.2x '25 4.4x '26. LBRT up 25%"
X Link @ZmansEnrgyBrain 2025-10-17T17:54Z 10.9K followers, 2041 engagements
"Wonder when $HAL takes out Voltagrid"
X Link @ZmansEnrgyBrain 2025-10-20T18:01Z 10.9K followers, 2279 engagements
"C3+ Current domestic @ $XXXXX International @ $XXXXX. Used to be the other way around with $AR's current price Mont B. More OPEC #NGL barrels but maybe also less demand for U.S. exports Need a way to better track Marcus Hook exports to incremental China PDH"
X Link @ZmansEnrgyBrain 2025-10-20T19:26Z 10.9K followers, XXX engagements
"Interesting $HAL"
X Link @ZmansEnrgyBrain 2025-10-20T21:29Z 10.9K followers, 1425 engagements