Author
@ZmansEnrgyBrain ZmansEnrgyBrain
grade Ax.com/ZmansEnrgyBrain ↗
Bottom-up energy/OFS specialist fusing supply-chain channel checks with oil-macro geopolitics
Publishes original, data-heavy research on oil & gas E&P, oi
trader score
+0.86
hit rate
70%
mean α
+0.90%
signals 14d
77
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 70% hit rate, +0.90% mean alpha, trader score +0.86. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @ZmansEnrgyBrain | · | Rejects an unspecified energy proposal and expects pressure on U.S. oil producers. | · | tweet ↗ |
| 2026-08-28 | · | @ZmansEnrgyBrain | · | Reports weekly oil, gas, horizontal and Permian rig-count changes and comparisons. | · | tweet ↗ |
| 2026-08-28 | · | @ZmansEnrgyBrain | · | Fed funds pricing shows September hike odds rising to 56% from 36%. | · | tweet ↗ |
| 2026-08-28 | · | @ZmansEnrgyBrain | · | Quotes Warsh saying slow labor-supply growth naturally limits monthly job gains. | · | tweet ↗ |
| 2026-08-28 | · | @ZmansEnrgyBrain | · | Reports AIS vessel flow of ten outbound and one inbound near Hormuz. | · | tweet ↗ |
| 2026-08-27 | · | @ZmansEnrgyBrain | · | Author estimates an additional $6.5B for Iran using S&P Global realization estimates. | · | tweet ↗ |
| 2026-08-27 | · | @ZmansEnrgyBrain | · | Author reports a record volume year in sand and oilfield services. | · | tweet ↗ |
| 2026-08-27 | · | @ZmansEnrgyBrain | · | WTI crude is reported above $84. | · | tweet ↗ |
| 2026-08-27 | SND | @ZmansEnrgyBrain | +0.45 | Author highlights SND at $5 and argues American sand is exempt from Canadian retaliation. | · | tweet ↗ |
| 2026-08-27 | · | @ZmansEnrgyBrain | · | Author lists explicit Henry Hub, TTF and JKM natural-gas prices. | · | tweet ↗ |
| 2026-08-27 | · | @ZmansEnrgyBrain | · | Strong power burn and LNG exports are expected to tighten natural-gas storage balances. | · | tweet ↗ |
| 2026-08-27 | · | @ZmansEnrgyBrain | · | Natural-gas storage rose 15 Bcf versus 17 Bcf consensus, leaving inventories at 3,184 Bcf. | · | tweet ↗ |
| 2026-08-27 | · | @ZmansEnrgyBrain | · | WTI crude is reported above $83. | · | tweet ↗ |
| 2026-08-26 | · | @ZmansEnrgyBrain | · | Warns that military attacks on oil tankers have become alarmingly frequent. | · | tweet ↗ |
| 2026-08-26 | · | @ZmansEnrgyBrain | · | Bloomberg sources say the Justice Department may revive a maritime court to facilitate seizure of Iranian tankers. | · | 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.