ZmansEnrgyBrain Profile Banner
Z4 Energy Research Profile
Z4 Energy Research

@ZmansEnrgyBrain

Followers
10K
Following
23K
Statuses
53K

E&P, Oil Service, O&G Macro Buyside, Bankside, Sellside, NAM NG demand guy, Jefco, Pru. Best job = Dad [email protected] since 2006. Retweets ≠ endorse

Joined August 2009
Don't wanna be here? Send us removal request.
@ZmansEnrgyBrain
Z4 Energy Research
2 days
LET'S MAKE A DEAL #OIL #NATGAS #OOTT
Tweet media one
Tweet media two
1
1
0
@ZmansEnrgyBrain
Z4 Energy Research
5 hours
RT @FirstSquawk: TRUMP: WILL ANNOUNCE 25% TARIFFS ON STEEL, ALUMINIUM MONDAY || STEEL AND ALUMINIUM TARIFFS TO APPLY TO ALL COUNTRIES || NI…
0
22
0
@ZmansEnrgyBrain
Z4 Energy Research
9 hours
In case you missed The Wrap #oil #natgas #OOTT
Tweet media one
0
0
3
@ZmansEnrgyBrain
Z4 Energy Research
10 hours
Look for a much smaller #NATGAS withdrawal this week: Z4: -90 to -100 Bcf, Consensus: -89 Bcf Last week: -174 Bcf Last year: - 60 Bcf 5 year average: -144 Bcf And a bigger pull next week.
Tweet media one
0
1
14
@ZmansEnrgyBrain
Z4 Energy Research
10 hours
@Kevinzzzr As we've noted in the recent past, it would not be a terrible thing for OPEC+ to go ahead and break the seal.
0
0
0
@ZmansEnrgyBrain
Z4 Energy Research
12 hours
Active Frac Fleet Watch: Up 8 to 198; up 15 last 2 weeks. We expect a February (was January but weather likely intervened) rebound with a modest rebound from then through the end of 3Q25. #frac #oott
Tweet media one
0
1
5
@ZmansEnrgyBrain
Z4 Energy Research
12 hours
#EIA #oil production #OOTT
Tweet media one
0
0
5
@ZmansEnrgyBrain
Z4 Energy Research
13 hours
RT @ZmansEnrgyBrain: LET'S MAKE A DEAL #OIL #NATGAS #OOTT
Tweet media one
Tweet media two
0
1
0
@ZmansEnrgyBrain
Z4 Energy Research
13 hours
GOT SWAPS? #NATGAS
Tweet media one
0
0
1
@ZmansEnrgyBrain
Z4 Energy Research
13 hours
Price Deck Watch: Z4 2025: $3.50, revised up from $3.00 last week (see our Gas Macro update last Tuesday for more thoughts) Consensus 2025: $3.40, down from recent $3.41 Consensus 2026: $3.71, down from recent $3.93 #NATGAS
0
0
5
@ZmansEnrgyBrain
Z4 Energy Research
1 day
The Wrap - #oil #natgas #oott
Tweet media one
0
1
10
@ZmansEnrgyBrain
Z4 Energy Research
1 day
@unusual_whales How's that We Work investment going?
2
0
2
@ZmansEnrgyBrain
Z4 Energy Research
1 day
RT @elonmusk: To be clear, what the @DOGE team and @USTreasury have jointly agreed makes sense is the following: - Require that all outgoi…
0
99K
0
@ZmansEnrgyBrain
Z4 Energy Research
2 days
@GhTheProphet Either
0
0
1
@ZmansEnrgyBrain
Z4 Energy Research
2 days
@SD21_Oregon Compression and D&C but not TiLd wells getting TILd
0
0
1
@ZmansEnrgyBrain
Z4 Energy Research
2 days
@Gasino11 lol
0
0
1
@ZmansEnrgyBrain
Z4 Energy Research
2 days
US HORIZONTAL RIG COUNT HAS BOTTOMED. #OIL #NATGAS #OOTT #CAPEXRELOAD #SEASONAL
Tweet media one
0
1
9