Author
@SheDrills SheDrills
grade Ax.com/SheDrills ↗
Hands-on energy specialist dissecting physical oil, refining, and geopolitical supply mechanics
Posts original, mechanistic energy-sector analysis and high-
trader score
·
hit rate
·
mean α
·
signals 14d
15
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @SheDrills | · | States Venezuela requires higher oil prices, implying support for stronger crude pricing. | · | tweet ↗ |
| 2026-08-27 | · | @SheDrills | · | Argues Argentine oil production cannot match the Permian's capability. | · | tweet ↗ |
| 2026-08-27 | · | @SheDrills | · | Expects eventual U.S. shale decline to require replacement oil supply. | · | tweet ↗ |
| 2026-08-27 | · | @SheDrills | · | Argues trapped OPEC supply leaves demand, especially China, as the key oil-market driver. | · | tweet ↗ |
| 2026-08-22 | · | @SheDrills | · | Says high refinery spreads reflect higher consumer prices and therefore provide consumers no relief. | · | tweet ↗ |
| 2026-08-22 | · | @SheDrills | · | Notes Permian shale economics are oil-driven and natural gas prices can become negative for operators. | · | tweet ↗ |
| 2026-08-21 | · | @SheDrills | · | Argues cattle supply cannot rebuild quickly because ranching is capital-intensive and slow. | · | tweet ↗ |
| 2026-08-20 | RIG | @SheDrills | +0.00 | Points to a chart of supply-demand trends across offshore-rig classes and related equities. | -3.5% | tweet ↗ |
| 2026-08-20 | NE | @SheDrills | +0.00 | Points to a chart of supply-demand trends across offshore-rig classes and related equities. | · | tweet ↗ |
| 2026-08-20 | BORR | @SheDrills | +0.00 | Points to a chart of supply-demand trends across offshore-rig classes and related equities. | · | tweet ↗ |
| 2026-08-20 | VAL | @SheDrills | +0.00 | Points to a chart of supply-demand trends across offshore-rig classes and related equities. | · | tweet ↗ |
| 2026-08-18 | · | @SheDrills | · | States tariff inflation is politically and economically backfiring. | · | tweet ↗ |
| 2026-08-18 | · | @SheDrills | · | Highlights a cited chart showing declining Chinese refined-fuel exports. | · | tweet ↗ |
| 2026-08-16 | · | @SheDrills | · | Criticizes acquisition-led rather than organic drilling growth in the oil sector. | · | tweet ↗ |
| 2026-08-16 | · | @SheDrills | · | Argues major shale plays have peaked in per-foot performance as acreage quality and runway deteriorate. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.