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
-2.78
hit rate
25%
mean α
-1.80%
signals 14d
73
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: 25% hit rate, -1.80% mean alpha, trader score -2.78. Their last-14d mentions, direction-adjusted, have moved +6.9% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @ZmansEnrgyBrain | · | Reports diesel inventories at seasonal lows not seen since the 20th century. | · | tweet ↗ |
| 2026-10-15 | · | @ZmansEnrgyBrain | · | Reports refiner throughput at a 20-year seasonal high. | · | tweet ↗ |
| 2026-10-15 | · | @ZmansEnrgyBrain | · | Reports WTI at $97 and the 2027 futures strip above $85 amid SPR discussion. | · | tweet ↗ |
| 2026-10-15 | · | @ZmansEnrgyBrain | · | Details natural-gas price, storage injection and comparisons with consensus and history. | · | tweet ↗ |
| 2026-10-15 | · | @ZmansEnrgyBrain | · | Reports oil prices after IEA reiterated the remaining SPR release. | · | tweet ↗ |
| 2026-10-14 | · | @ZmansEnrgyBrain | · | Reports API U.S. crude-oil inventories fell by 11.1 million units. | · | tweet ↗ |
| 2026-10-14 | KOS | @ZmansEnrgyBrain | +0.50 | Reports Ghana crude output increased 30% as Jubilee partners advanced development. | · | tweet ↗ |
| 2026-10-14 | EDV | @ZmansEnrgyBrain | +0.40 | Says a barbell cash trade using SGOV and EDV is beginning to perform better. | · | tweet ↗ |
| 2026-10-14 | SGOV | @ZmansEnrgyBrain | +0.40 | Says a barbell cash trade using SGOV and EDV is beginning to perform better. | +0.1% | tweet ↗ |
| 2026-10-14 | · | @ZmansEnrgyBrain | · | Reports no DOE SPR announcement and says claims of a sub-10% repayment premium remain unverified. | · | tweet ↗ |
| 2026-10-14 | · | @ZmansEnrgyBrain | · | Notes historically large weekly distillate inventory draws. | · | tweet ↗ |
| 2026-10-14 | · | @ZmansEnrgyBrain | · | Reports Fed rate-hike odds rose from 20% overnight to 50% in the morning. | · | tweet ↗ |
| 2026-10-13 | WTI | @ZmansEnrgyBrain | +0.60 | Reports WTI above $95 as smoke rises over Saudi Aramco headquarters. | +9.4% | tweet ↗ |
| 2026-10-13 | · | @ZmansEnrgyBrain | · | Reports that Saudi Aramco headquarters was hit; the subsequent question about Ghawar is speculative. | · | tweet ↗ |
| 2026-10-13 | WTI | @ZmansEnrgyBrain | +0.45 | Reports the average 2027 WTI strip at $85.98 with nearly every month above $80. | +9.4% | 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.