@MarhelmData Marhelm
Marhelm posts on X about $fro, $dht, strong, lng the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Month [-------] -35%
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- [--] Year [---------] -22%
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- [--] Week [--] -7.20%
- [--] Month [---] -25%
- [--] Months [---] +24%
- [--] Year [-----] +12%
Followers: [------] #
- [--] Week [------] +0.24%
- [--] Month [------] +2%
- [--] Months [------] +15%
- [--] Year [------] +24%
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Social Influence
Social category influence stocks 37.19% finance 23.14% countries 21.49% cryptocurrencies 14.05% currencies 4.13% celebrities 2.48% travel destinations 1.65% automotive brands 1.65% technology brands 0.83%
Social topic influence $fro #357, $dht #8, strong #2159, lng 9.09%, $clco 9.09%, $oet 6.61%, $insw #5, $whcax 5.79%, $flng 5.79%, india 4.96%
Top accounts mentioned or mentioned by @traderferg @ed_eichman @shaidardashti @dattcapital @kryptokencpu @calvinfroedge @timmmbabwe @sonicsharesetfs
Top assets mentioned Frontline Ltd. (FRO) dHedge DAO (DHT) Cool Company Ltd. (CLCO) International Seaways, Inc. Common Stock (INSW) Golar LNG Ltd (GLNG) Transocean LTD. (RIG) ZIM Integrated Shipping Services Ltd. (ZIM) Okeanis Eco Tankers Corp. (ECO) Peabody Energy Corporation (BTU) Borr Drilling Limited (BORR) Scorpio Tankers Inc. (STNG) TORM plc Class A Common Stock (TRMD) ARDMORE SHIPPING CORPORATION (ASC) Costamare Inc. (CMRE) Validity (VAL) Tidewater, Inc. (TDW) EURONAV NV (CMBT) Tokenomy (TEN) Danaos Corporation (DAC) Star Bulk Carriers Corp. (SBLK) Flex Ltd. Ordinary Shares (FLEX) Alpha Metallurgical Resources, Inc. (AMR) Alliance Resource Partners LP (ARLP) Westlake Chemical, Corp. (WLK) Cabot Corporation (CBT)
Top Social Posts
Top posts by engagements in the last [--] hours
"Shipping in the Epstein Files again The previously redacted Sultan Ahmed bin Sulayem was the guy conversing with Epstein about torture porn. He is one of the most important businessmen in Dubai with major container shipping and port interests"
X Link 2026-02-10T15:54Z 17.2K followers, 45.8K engagements
"Dark fleet meets the breakers: Three US-sanctioned tankers hit Alang India in under [--] month including 1993-built Suezmax Woodchip the oldest blacklisted VLCC to reach Indias scrapyards"
X Link 2026-02-13T13:19Z 17.2K followers, [----] engagements
"OPEC+ is leaning toward resuming oil output increases from April after pausing hikes in JanMar [----] preparing for peak summer demand and market share gains amid geopolitical tensions. Decision likely at the March [--] meeting"
X Link 2026-02-13T13:21Z 17.2K followers, [----] engagements
"Whitehaven has more upside with a 2-3 year horizon but short-term focused investors should choose Yancoal Principal at Datt Capital Emanuel Datt is unstirred by recent turbulence and gave us encouraging updates on coal tin and niobium. $YAL.AX $WHC.AX $MLX.AX $BWN.AX"
X Link 2025-04-11T13:46Z 17.2K followers, [----] engagements
"Increasingly likely electron bottlenecks have renewed our interest in the power market. But how does Australian coal fit into the picture @DattCapital took us through the outlook for Whitehaven and Yancoal. $WHC.AX $YAL.AX"
X Link 2025-05-06T20:46Z 17.2K followers, [----] engagements
"VLCC rates could surge toward $200000/day as floating storage re-emerges for the first time in [--] years. With booming supply and weak demand storing oil at sea may finally make economic sense again the missing piece in the tanker bull run. $FRO $OET $ECO"
X Link 2025-10-22T13:36Z 17.2K followers, [----] engagements
"VLCCs blast into 6-digit territory TD3C MEGAsia jumps $37000 to $125100/day the highest since [------] peaks. Tight tonnage scarce ships and bullish sentiment. Owners calling the shots. Winters coming and tankers are feasting. $FRO $OET $INSW"
X Link 2025-10-30T12:46Z 17.2K followers, [----] engagements
"Frontline CEO: VLCC players have a spring in their step as they lock in extraordinary spot freight rates calling it an old-school market not seen since pre-2008. $FRO $DHT $OET"
X Link 2025-11-24T15:18Z 17.2K followers, [----] engagements
"VLCCs are on a tear. Total tonne-miles hit 20.8b/day in early Nov blowing through the [------] band as long-haul crude flows tighten the market. Higher distances = tighter supply = stronger Q4 rate setup. $INSW $OET $DHT"
X Link 2025-11-25T15:13Z 17.2K followers, [----] engagements
"Houston based Westlake Chemical is ceasing operations completely at the following locations due to Chinese competition. They are shutting down all of their styrene production exiting that market completely and eliminating hundreds of jobs. $WLK"
X Link 2025-12-18T13:34Z 17.2K followers, 16K engagements
"Specialty chemicals company Cabot Corp given BUY coverages from Jefferies with price target raised to $81 $CBT"
X Link 2026-01-08T20:03Z 17.2K followers, [----] engagements
"New Marhelm interview going live on the site with Paratus Energy. Discussion of the #oil drilling market including Aramco discussion the jackup market pipelaying service vessels etc. $PSLV.OL $BORR $RIG $TDW"
X Link 2026-01-14T16:10Z 17.2K followers, [----] engagements
"VLCC volatility upside again: rates crashed from $120k/day to $50k/day over Xmas now rebounding to $89k/day MEG and $96k/day USG. China Dec imports hit record [----] mb/d; paper pricing $100k/day for FebMar. $DHT $FRO $OET $INSW"
X Link 2026-01-15T14:05Z 17.2K followers, [----] engagements
"VLCC market on fire Spot rates jumped 90% in a week to around $127000/day on tight tonnage and heavy fixing. The key question now: will owners push higher or will charterers finally push back $DHT $FRO $OET"
X Link 2026-01-19T14:41Z 17.2K followers, 14.9K engagements
"VLCCs are structurally stronger: longer AtlanticAsia hauls and consolidation across a 900-ship fleet are tightening availability. Fewer hands more charterer control. High utilisation = ship scarcity not oil demand. $DHT $INSW $FRO"
X Link 2026-01-21T15:54Z 17.2K followers, [----] engagements
"Okeanis Eco Tankers sees strong spot earnings. Q4 [----] TCE: fleetwide $75400/day (VLCC $91300/day Suezmax $50800/day). Q1 [----] so far: 26% of fleet days booked at $106700/day; VLCC 37% at $110100/day Suezmax 16% at $98500/day. $OET $ECO"
X Link 2026-01-21T15:54Z 17.2K followers, 32K engagements
"Canadas seaborne crude exports +61% y/y to [----] mn t in 2025; China-bound Aframaxes surge [--] [----] mn t in [--] yrs. Strong tailwind for Aframax demand & tanker earnings. Canada: [---] bn bbl 1.7% global seaborne loadings. $FRO $INSW"
X Link 2026-01-21T15:54Z 17.2K followers, [----] engagements
"First LNG cargo loads from Santos' Barossa Company posts +15% sales improve vs Q3 $sto.ax"
X Link 2026-01-21T22:37Z 17.2K followers, [----] engagements
"Venezuelan crude trade shifts to non-sanctioned tankers. Trafigura fixed [--] Suezmaxes to load [------] t each (1 mn bbl) in early Feb. Europe-bound rates at WS125.5135 ($2.89/bbl). [--] vessels set to load from [--] Jan. $TNK $FRO"
X Link 2026-01-23T13:39Z 17.2K followers, [----] engagements
"Arctic: Large tanker rates have surged from $40000/day to $120000/day so far in [----]. With earnings up 3x shipowners hold almost all the cards in the current market. $FRO $DHT $HAFNI"
X Link 2026-01-26T15:25Z 17.2K followers, [----] engagements
"Saudi Aramco raises Feb LPG OSPs: propane $545/t (from $525/t) butane $540/t (from $520/t). Prices climb $20/t MoM across both products"
X Link 2026-01-29T13:05Z 17.2K followers, [----] engagements
"$DHT agrees to sell VLCC DHT Bauhinia (2007) for $51.5m. Delivery set for Jun/Jul [----]. Vessel is debt-free with expected gain of $34.2M"
X Link 2026-01-30T14:22Z 17.2K followers, [----] engagements
"China's aluminium production reached a record high but capacity limits may shift demand to finished products affecting bauxite imports and vessel demand. This is potentially bullish aluminum prices while being bearish or neutral alumina/bauxite prices (refining bottleneck)"
X Link 2026-02-01T20:53Z 17.2K followers, [----] engagements
"Panama's Supreme Court ruled CK Hutchison's control of Panama Ports Company unconstitutional creating uncertainty in global shipping and advancing US goals to control the Panama Canal"
X Link 2026-02-01T20:56Z 17.2K followers, [----] engagements
"Frontline fixes Front Princess at $127001/day and Front Beauly at $137807/day (3 months) $50000/day higher than last week. $FRO $INSW $DHT $CMBT"
X Link 2026-02-02T14:00Z 17.2K followers, [----] engagements
"Sneak peek from upcoming subscriber interview with Fernresearch on shipping market and macro outlooks $FRO $ECO $CBMT $STNG $DHT $TRMD $INSW $NAT $TEN $ASC $PXS $SNI.OL $DIS.MI $ZIM $NMM $MPCC.OL $GSL $ESEA $DAC $CMRE $SBLK $SB $HSHP.OL $2020.OL $EDRY $GNK $USEA $DSX $PANL $SFL"
X Link 2026-02-02T14:23Z 17.2K followers, [----] engagements
"MR tankers are swinging back to the Pacific as earnings outshine the Atlantic. More MR2s are repositioning east with Pacific Basin vessel counts rising and net flows shifting from Atlantic to Pacific. $HAFNI $STNG $ASC"
X Link 2026-02-03T08:15Z 17.2K followers, [----] engagements
"Tanker rates remain high as Iran risk persists: TD3C jumps 5.1% on Monday to approximately $129000/day following a 61.6% increase on Friday. Frontline +30% YTD; tight tonnage Hormuz fears fuel Worldscale spike amid market turmoil. $FRO $DHT $OET"
X Link 2026-02-03T13:19Z 17.2K followers, [----] engagements
"India could save up to $3bn by swapping Russian crude for discounted Venezuelan barrels. At $1012/bbl discounts Venezuelas heavy crude ($51/bbl) could ease costs if Russian discounts narrow"
X Link 2026-02-04T19:01Z 17.2K followers, [----] engagements
"$dht Q4 numbers - revenue increases 34% QoQ and 10% YoY $0.41 diluted EPS and dividend 2.9% shareholder yield for the quarter 67.5k average spot rate for fleet 78.9k average spot rate guidance for Q1 with 75% of revenue days booked"
X Link 2026-02-04T21:42Z 17.2K followers, [----] engagements
"$DHT sees a fundamental shift in VLCC ownership as private players consolidate ownership of25% of the modern fleet (rumored to be over [---] ships). Supply tightens premiums rise. Market chatter suggests a 1-year VLCC TC at approximately $85000/day"
X Link 2026-02-05T12:12Z 17.2K followers, [----] engagements
"Vale drops a $3B bomb: [--] triple-fuel ore carriers [--] Newcastlemaxes (210k dwt) [--] Guaibamaxes (325k dwt). 25+ yr charters FO/ethanol/methanol-ready. Game-changer for bulk shipping $VALE"
X Link 2026-02-05T12:13Z 17.2K followers, [----] engagements
"Dorian LPG is a yield monster. $50333/day TCE $1.11 EPS $0.70 div. [--] straight irregular dividends $960m cash back since IPO. VLGC supply is barely growing (only [--] deliveries in Q4) while demand stays hot. Rates do the talking. $LPG"
X Link 2026-02-05T17:59Z 17.2K followers, [----] engagements
"LR2/Afra spreads did the talking. Wide cleandirty gap pushed [--] vessels from clean to dirty. Januarys clean rebound looks like a head fake not a trend. Dirty still wins as clean share slides toward 45%. $TRMD $TNK"
X Link 2026-02-06T12:17Z 17.2K followers, [----] engagements
"Container shipping keeps adding more supply [---] mteu ordered in [----] (+290 kteu in Jan). Deliveries [---] kteu/month demolitions just [--] kteu all year. Result: chronic overcapacity as rates slump (WCI 43% in 2025). $ZIM $CMRE $GSL"
X Link 2026-02-06T12:19Z 17.2K followers, [----] engagements
"Shipping is in the Epstein Files again Trump's Naval Secretary was on the Epstein Island flight logs"
X Link 2026-02-08T14:17Z 17.2K followers, [----] engagements
"ArcelorMittal urges Americas including Brazil Canada and Mexico to tighten steel import rules following US tariffs and EU CBAM measures. Brazilian and Mexican steel output expands with new projects while import restrictions could further boost regional prices"
X Link 2026-02-08T21:22Z 17.2K followers, [----] engagements
"A major Guinean miner cut its 1Q26 bauxite long-term price signaling worsening fundamentals amid bauxite and alumina oversupply. Spot prices have fallen. Guineas export capacity has surged driven by mine restarts at Nimba. Aluminum remains strong on refining bottlenecks"
X Link 2026-02-08T21:23Z 17.2K followers, [----] engagements
"EU corn imports shift from Ukraine to Brazil and the US due to logistical issues potentially increasing demand for Supramax and Panamax vessels"
X Link 2026-02-08T22:42Z 17.2K followers, [----] engagements
"ExxonMobil Guyana acquired the FPSO One Guyana from SBM Offshore for $2.32 billion with operations continuing under SBM until 2035"
X Link 2026-02-08T22:46Z 17.2K followers, [----] engagements
"Sanctions have forced Russia to reroute naphtha exports with key buyers like India and Taiwan reducing purchases. Exports to Venezuela have ceased and traders are using ship-to-ship transfers and storage hubs to manage excess supply"
X Link 2026-02-08T22:46Z 17.2K followers, [----] engagements
"$CMBT sold two 2012-built VLCCs; Ingrid & Ilma (314000 dwt each) locking in a USD 98.2mn capital gain. Vessel delivery and gain recognition are scheduled for Q2 2026"
X Link 2026-02-09T12:28Z 17.2K followers, [----] engagements
"Namibia has rejected offshore license transfers to TotalEnergies and Petrobras citing a lack of prior approval. Each planned to acquire 42.5% stakes in a Namibian block. The move comes amid oil sector reforms and may delay the first oil targeted for the end of the decade"
X Link 2026-02-09T12:29Z 17.2K followers, [----] engagements
"LR freight holds near a 15-month high with naphtha now the key demand driver. Clean LR supply stays tight despite [--] LR deliveries in [----] as strong EastWest economics and NE Asia pull support for longer-haul demand. $TRMD $INSW"
X Link 2026-02-10T14:29Z 17.2K followers, [----] engagements
"$HSHP shows strong leverage Q4-2025: Net profit USD 13.5mn EBITDA USD 33.3mn TCE USD 39600/day. [--] vessels fixed at USD 27700/day (Q1-26); Mount Elbrus fixed at USD 30000/day to Jun-26. Dividends rose USD [----] 0.13/share in Q4; Jan-26 TCE USD 32400/day"
X Link 2026-02-10T14:29Z 17.2K followers, [----] engagements
"Flex LNG delivered [----] TCE of $71728/day EBITDA of $251.1m and net income of $101.1m (EPS $1.87). LNG exports hit [---] MT (+4%) with [--] MTPA FID. Dividend: $0.75/share; cash $448m. $FLNG"
X Link 2026-02-11T12:32Z 17.2K followers, [----] engagements
"2020 Bulkers: Sells final [--] ships books $178M gain leaving $311M post-debt. Signals most cash will return to shareholders. Declares US$0.63/share dividends. January [----] TCE US$30800/day dividend US$0.15/share"
X Link 2026-02-11T12:33Z 17.2K followers, [----] engagements
"$WAWI Q4: Softer vs Q3 on lower Asia volumes but still very strong. China car exports +20% YoY growth seen continuing into [----]. Massive payout: $428M H2 dividend ($1.01/share incl. $200M extra) $893M FY25 $2B returned over [--] yrs. 50% payout ratio top end of policy"
X Link 2026-02-11T12:34Z 17.2K followers, [----] engagements
"Transocean adds $184M Norway backlog Transocean Encourage: 365-day extension from Q127 at $455k/day $152M Transocean Enabler: +70 days at $455k/day $32M (firm to Dec27) $RIG"
X Link 2026-02-11T13:22Z 17.2K followers, [----] engagements
"Tanker orderbook fears back: [---] deliveries in [----] [---] in [----] the biggest wave since [----] (406). But its mostly replacement. MR2 106% Aframax 100% Suezmax 110% replacement ratios. VLCC is just 81%. Not a supply shock yet. Real test = post-2028 VLCC discipline"
X Link 2026-02-11T14:08Z 17.2K followers, [----] engagements
"Marinakis doubles down on crude orders [--] VLCCs (306k dwt) at Hengli part of a 15-ship $1.72.0bn package. Capitals slice $1.4bn. VLCCs the hot trade: strong rates + ageing fleet. Deliveries are late this decade. Big bet on long-term crude demand. $CCEC"
X Link 2026-02-11T20:49Z 17.2K followers, [----] engagements
"Oil stocks are ballooning: +37 mb in Dec +477 mb in [----] (=1.3 mb/d) China +111 mb Oil on water +248 mb (72% sanctioned) OECD +3.9 mb (above 5-yr avg first time since 2021) Jan prelim: +49 mb Supply stacking up"
X Link 2026-02-12T13:36Z 17.2K followers, [----] engagements
"$STNG Q4 print: Net income $128.1M EPS $2.72 basic / $2.59 diluted Adj. net $80.0M (ex vessel gains & FV items) Board declares $0.45/share dividend (paid Mar [--] 2026; record Mar 6). [--------] shares out. The cash machine is still running"
X Link 2026-02-12T13:37Z 17.2K followers, [----] engagements
"Venezuela is set to grant more oil-production land blocks to Chevron and Spains Repsol expanding foreign involvement in its energy sector"
X Link 2026-02-12T22:48Z 17.2K followers, [----] engagements
"LNG spot charter rates are going bananas surging toward $100000/day as winter demand bites. Six-figure fixtures for western trades are no longer a fantasy catching many market players off guard after weeks of steady climbs to new-year highs. $FLNG $ALNG $CLCO"
X Link 2025-11-13T16:44Z 17.2K followers, [----] engagements
"LNG carrier rates are exploding: spot levels have jumped from $80000/day last week to $100000105000/day. Charterers told to take it or move aside as confidence in more hikes builds. The LNG market just flipped into full boom mode. $FLNG $CLCO $ALNG"
X Link 2025-11-17T11:18Z 17.2K followers, [----] engagements
"Many are focused on the tanker market but the LNG market is up a spectacular 500% since October lows on a strong winter market and European energy challenges. $FLNG $CLCO $ALNG $GLNG $DLNG"
X Link 2025-11-22T15:53Z 17.2K followers, [----] engagements
"LNG spot rates heating Atlantic cargoes $150k/day as Dec demand crushes tonnage. Eyes on [----] newbuilds will the rate rally hold $CLCO $FLNG $ALNG"
X Link 2025-11-24T15:18Z 17.2K followers, [----] engagements
"Pensum Group comments on the jackup vs deepwater market in a recent [--] minute subscriber exclusive Marhelm interview $BORR $RIG $VAL $TDW"
X Link 2025-12-12T18:22Z 17.2K followers, [----] engagements
"Flex LNG flags a newbuilding boom as charterers lock in ships for 2029+. Yards eye $260m+ prices. With $250m tags vs 10-year rates ordering risk is sky-high but demand is coming fast. $FLNG $CLCO $ALNG"
X Link 2025-12-13T02:48Z 17.2K followers, [----] engagements
"VLGCs steady at $70000/day; [----] $55000/day [----] $40000/day. Iran-US tensions could push 7.7% of global LPG exports (15% VLGC fleet) into compliant trade tightening supply. $BWLPG set to ramp up fully in [----] with big dividends expected over the next two quarters. $LPG"
X Link 2026-02-04T13:18Z 17.2K followers, [----] engagements
"Transocean to buy Valaris in a USD 5.8bn all-stock deal forming a USD 17bn EV offshore driller with [--] rigs (33 ultra-deepwater [--] semis [--] jackups). Valaris holders get [------] Transocean shares per share (USD [-----] +31.6% premium). Close expected H2 [----]. $RIG $VAL"
X Link 2026-02-09T15:11Z 17.2K followers, [----] engagements
"$NAT cashes in Nordic American Tankers sold a 2003-built Suezmax for USD 25mn net debt-free. Another example of strong secondhand tanker pricing and a reminder that even vintage tonnage is commanding serious value in todays market"
X Link 2026-02-09T15:11Z 17.2K followers, [----] engagements
"VLGC demand surges: Middle East spot fixtures hit $88000/day as LPG carriers remain hot. Forward deals hint rates may ease soon. $LPG $BWLPG"
X Link 2026-02-10T14:29Z 17.2K followers, [----] engagements
"India cracks down on the shadow fleet: Coast Guard seizes [--] sanctioned tankers (Chiltern Asphalt Star & Stellar Ruby) off Mumbai targeting oil smuggling tied to Russia Iran & Venezuela. Shift in policy against a 1500-ship dark fleet"
X Link 2026-02-10T14:30Z 17.2K followers, [----] engagements
"Euroseas fixes [----] teu EM Spetses (2007) for [----] months at $21500/day from Apr [--] [----] (+$3k/day). Adds $8.9m EBITDA lifts [----] coverage to 87%. Fleet: [--] ships + [--] newbuilds (20272028). $ESEA"
X Link 2026-02-11T20:50Z 17.2K followers, [----] engagements
"$ASC Q4 2025: Adj. earnings $11.6M Net $9.3M Adj. EPS $0.28 FY2025: Adj. $38.8M Net $36.1M EPS $0.95 Dividend $0.09/share (pay Mar [--] record Feb 27). MR TCE $25257/day Q126 $29100/day Chem TCE $19948/day Q126 $20800/day Spot leverage + term cover"
X Link 2026-02-12T13:37Z 17.2K followers, [----] engagements
"Week over week collapse in TransPac container rates - China to US West Coast down 30% in just a week $CMRE $ZIM $MATX $DAC $GSL"
X Link 2025-11-22T16:45Z 17.2K followers, [----] engagements
"CoolCo shareholders approved the merger with Idan Ofers EPS Ventures. The deal is set to close on January [--] with CoolCo shares delisting from the New York and Oslo exchanges and ceasing trading tomorrow. $CLCO"
X Link 2026-01-07T12:57Z 17.2K followers, [----] engagements
"We were ahead of the recent move in coal thanks to our talk with Matt Warder. Alpha Metallurgical jumped [--] percent but met coal doesn't look like the best buy and hold at the moment. Full content on the platform $AMR $ARLP $BTU $NRP"
X Link 2025-07-05T16:07Z 17.2K followers, [----] engagements
"Peabody has been a rough ride after announcing the acquisition of the Anglo American Australin coal mines. Where are the coal miners that prioritize shareholder returns over growth Coal expert Matt Warder weighs in. $BTU $ARLP $AMR $NRP $YAL.AX $CNR"
X Link 2025-07-11T18:22Z 17.2K followers, [----] engagements
"And [----] is a wrap Here were our [----] picks Not pictured is Seabird Exploration which was acquired mid year up 50% (good for 100% TWR) Average pick returned 50% for [----] with 4/20 names providing a negative return Best pick returned 300% worst pick returned -23%"
X Link 2025-12-31T21:04Z 17.2K followers, 34K engagements
"Baker Hughes flexing order power Q4 [----] orders hit $7.9bn with record RPO of $35.9bn (IET: $32.4bn). FY [----] free cash flow reached $2.73bn EBITDA $4.83bn (+5% YoY). Flat revenue ($27.7bn) but momentum is clearly forward-looking. $BKR"
X Link 2026-01-26T15:25Z 17.2K followers, [----] engagements
"$BAK #BRKM5 Brazilian Congress triples tax benefits for chemical industry for [----] in a surprise move bridging domestic producers till [----] PRESIQ benefits Estimated $290M benefit to Braskem bottom line for [----] per reports"
X Link 2026-02-11T12:58Z 17.2K followers, [----] engagements
"Rio Tinto and Glencore have terminated merger talks shelving a deal that could have created a mining giant. Rio cited insufficient shareholder value while Glencore said its assets especially copper were undervalued. Talkes failed for the third time since 2014"
X Link 2026-02-08T21:24Z 17.2K followers, [----] engagements
"Outstanding YTD performance for dry bulk shipping names"
X Link 2026-02-15T19:30Z 17.2K followers, [----] engagements
"Chinas renewable boom is reshaping dry bulk: solar to exceed coal capacity 50% renewables power in [----]. Thermal coal imports fell 14% y/y to 330M mt in 2025; Panamaxes down 6% Post-Panamaxes lost 12M mt pressuring demand"
X Link 2026-02-15T19:47Z 17.2K followers, [----] engagements
"OPEC+ may resume oil output increases in April to meet summer demand with key producers like Saudi Arabia and UAE regaining market share"
X Link 2026-02-15T21:01Z 17.2K followers, [----] engagements
"China's grain imports surge due to domestic supply issues supporting Panamax and Supramax activity"
X Link 2026-02-15T21:05Z 17.2K followers, [----] engagements
"Capesize weekly breakdown Rates increased due to tightening vessel supply and strong demand for Guinea bauxite despite reduced cargo volumes from terminal maintenance in Australia and Brazil"
X Link 2026-02-15T21:07Z 17.2K followers, [----] engagements
"The VLCC market experienced a dynamic week with firm undertones and tight lists leading to pressure on charterers. Despite a shift in sentiment in the US Gulf the market remains strong with tight availability"
X Link 2026-02-15T21:19Z 17.2K followers, [----] engagements
"Even shipping is in The Epstein Files Epstein wrote to his neighbor Roger Schank to "let the goyim deal in the real world" while we "short shipping futures." Schank worked in a high level position in the Trump organization from 2005-2007"
X Link 2026-01-31T13:55Z 17.2K followers, 54.3K engagements
"The tanker market is experiencing strong momentum in early [----] with high freight rates driven by increased crude production and trade route shifts. The redirection of Venezuelan crude has reduced the pool of compliant ships supporting high VLCC rates"
X Link 2026-02-01T20:49Z 17.2K followers, [----] engagements
"LNG SHIPPING MARKET Spot charter rates have decreased for all vessel types with Steam Turbine at [----] USD/day DFDE/TFDE at [-----] USD/day and X-DF/ME-GI at [-----] USD/day"
X Link 2026-02-01T20:54Z 17.2K followers, [----] engagements
"The Trump administration has eased some sanctions on Venezuela's oil industry allowing U.S. companies to trade Venezuelan crude while maintaining production sanctions"
X Link 2026-02-01T20:56Z 17.2K followers, [----] engagements
"Oil tanker time charter activity has shown no signs of slowing in recent weeks with continued momentum in fixing activity across the various segments"
X Link 2026-02-01T20:57Z 17.2K followers, [----] engagements
"Indian refiners are seeking clarity after President Trump said India would halt Russian crude imports in exchange for lower trade tariffs. New Delhi has confirmed a deal but offered no details on oil"
X Link 2026-02-03T08:14Z 17.2K followers, [----] engagements
"New interview on crude oil refinded products tanker shipping LPG and LNG with commodities expert Dag Kilen Head of Research at Fearnleys Now live for subscribers"
X Link 2026-02-04T19:01Z 17.2K followers, [----] engagements
"LatAm oil trade. Argentina Guyana & Brazil to add [------] bpd in [----] total output [---] mbpd; Brazil alone [---] mbpd. Venezuela may return [------] bpd but big capex stays put. Traders play short-term barrels. Majors stick to low-risk ROI. Chart: Rystad Energy"
X Link 2026-02-05T12:12Z 17.2K followers, [----] engagements
"Russian light petroleum freight spikes 2433% (26 Jan1 Feb) as Baltic fleet tightens and insurance costs soar. BalticLatAm $112/t (+32.7%) West Africa $89/t (+28.9%) Turkey $83/t (+28.2%) on [-----] dwt Handysize vessels"
X Link 2026-02-05T12:13Z 17.2K followers, [----] engagements
"Marhelm releases update on $FM.TO situation in Panama"
X Link 2023-10-23T12:05Z 17.2K followers, [----] engagements
"BASF SE anticipates earnings to partly rebound in [----] amid cost reductions due to high energy costs and a demand downturn. Expected EBIT before special items: up to [---] billion ($9.3 billion) from [---] billion $BAS.DE"
X Link 2024-02-23T13:48Z 17.2K followers, [----] engagements
"BASF CEO notes demand slump stabilizing but cautious on turnaround. Sales volume decline halts and prices stabilize. German chemicals industry expects a 3.5% revenue fall due to high costs and weak demand. Producer prices continue to drop. $BAS.DE"
X Link 2024-04-19T10:31Z 17.2K followers, [----] engagements
"Sovcomflot shifts sanctioned tankers away from Indian registry transferring class of [--] vessels to Russian Register of Ships post US sanctions. Move seen as part of fleet reorganization strategy. $FLOT"
X Link 2024-05-14T09:10Z 17.2K followers, [----] engagements
"Getting ready for a new talk with @trader_ferg. We will look into shipbuilding and companies such as Seatrium and Nam Cheong. Well also get an update on drillers and other favourites in the fossil fuel space. $1MZ.SI $5E2.SI $VAL $RIG $WHC.AX $YAL.OL"
X Link 2024-12-26T21:21Z 17.2K followers, [----] engagements
"Seatrium's orderbook is back to levels seen in the last boom. Will history repeat itself This will one of the main points of discussion at our upcoming talk with @trader_ferg. $5E2.SI"
X Link 2025-01-02T16:31Z 17.2K followers, [----] engagements
"Marhelm had a value-packed talk with @trader_ferg today. $WHC.AX $SDRL $1MZ.SI $5E2.SI Insights: - Whitehaven a possible double - Seatrium a possible 4-bagger - Nam Cheong even more torque We will post the interview for Marhelm subscribers later this week"
X Link 2025-01-06T16:33Z 17.2K followers, [----] engagements
"OSV shipbuilder Nam Cheong has made a [--] percent move since we covered it at the beginning of the year. @trader_ferg laid out to us why he saw more potential here than in another forgotten shipbuilder. $1MZ.SI $5E2.SI"
X Link 2025-02-26T13:58Z 17.2K followers, [----] engagements
"BW LPG fell 21% and Himalaya Shipping 20% last week. Golden Ocean Stolt-Nielsen and Golar LNG dropped 19% while Star Bulk and Odfjell declined 18% amid ongoing market turmoil. $BWLPG $HSHP $GOGL $SNI $SBLK $ODF"
X Link 2025-04-07T15:01Z 17.2K followers, [----] engagements
"Arctic upgrades $CLCO from Sell to Hold PT hiked from NOK [--] to [--]. TFDE 1-yr rates doubled to $30k/day but still below breakeven ($50k+). Fleet growth: +13.1% (2025) +12.4% (2026). EBITDA: $187.6M (2026) $158.7M (2027). No dividends just buybacks"
X Link 2025-08-07T13:16Z 17.2K followers, [----] engagements
"Transpacific container rates have hit their lowest point since [----] as tariffs imposed by Trump take effect. Baltic-Freightos shows AsiaUS East Coast at May low with West Coast spot rates down $207 to $1941/FEU marking the first sub-$2000 rate since [----]. $ZIM $MAERSK"
X Link 2025-08-11T15:32Z 17.2K followers, [----] engagements
"Golar LNG makes its third bond market play lining up banks for a $300 million refinancing; investor talks start today. $GLNG"
X Link 2025-09-22T12:41Z 17.2K followers, [----] engagements
"Take-private alert: EPS Ventures in talks to buy CoolCo at $9.65/share aiming to delist the LNG carrier owner. $CLCO"
X Link 2025-09-24T19:16Z 17.2K followers, [----] engagements
"Golar LNG secures $500m in a significantly oversubscribed private bond deal. Notes priced at 7.5% interest maturing in July with settlement set for Oct [--]. Proceeds to refinance bonds & strengthen FLNG infrastructure position. $GLNG"
X Link 2025-09-26T13:24Z 17.2K followers, [----] engagements
"LNG carrier fixtures are heading for a record year; [--] short-term deals in Q3 vs [---] in Q2 and [--] last year. Rates remain weak but new liquefaction projects and LNG sales could drive a fresh wave of newbuild orders into [----]. $CLCO $GLNG"
X Link 2025-10-14T12:36Z 17.2K followers, [----] engagements
"Winter spark for LNG Spot rates surge past $50K/day Spark pegs Atlantic at $53K/day. Sinochems 174k-cbm Global Sea Spirit (2021) fixed to SEFE ex-US Gulf. Tonnage is still long so bulls better be quick. The rally could fade fast. $CLCO $FLNG $GLNG"
X Link 2025-10-29T18:15Z 17.2K followers, [----] engagements
"VLCCs still printing money Economou just fixed a ship at $246000/day on a short-haul run while Baltic rates hold at $137800/day for modern scrubber VLCCs even after a 5% dip. Middle East cooling or not owners are still earning at five-year highs"
X Link 2025-12-01T16:18Z 17.2K followers, [----] engagements
"Boxship orders are booming: [---] ships (4m teu) ordered YTD with 65% feeders below [-----] teu. Tight charters and ageing fleets are driving demand pushing the orderbook past 11m teu 35% of the global fleet last seen in [----]. $ESEA $MAERSK $HLAG 🎒 Claim your new backpack: [--]. Open NVIDIA app [--]. Select Redeem from the left menu [--]. Follow the prompts https://t.co/8tpfP0Xjvg 🎒 Claim your new backpack: [--]. Open NVIDIA app [--]. Select Redeem from the left menu [--]. Follow the prompts https://t.co/8tpfP0Xjvg"
X Link 2025-12-14T05:40Z 17.2K followers, [----] engagements
"Chinas domestic LNG prices hit a 5-year low as weak winter heating demand swells inventories. Wholesale LNG fell below $10.72/MMBtu the lowest since mid-2021. $CLCO $ALNG"
X Link 2025-12-23T13:38Z 17.2K followers, [----] engagements
"ALUMINUM MARKET PER ING COMMODITIES - INVENTORIES DROPPING RAPIDLY AS PREMIUMS EXPLODE"
X Link 2025-12-28T18:38Z 17.2K followers, 36.5K engagements
"Auto sales are sluggish but China continues to steal market share. With most of the major car manufacturers relocating their EV production to China exports are not expected to drop. #carcarriers $TSLA $BMW.DE $WAWI.OL $HAUTO.OL $GCC.OL"
X Link 2023-06-27T19:59Z 17.2K followers, [----] engagements
"Evangelos Marinakis expands Hyundai yards' newbuild business to $1.5 billion in three months. Capital Maritime reportedly orders four 45000-cbm gas carriers from HD Korea Shipbuilding & Offshore Engineering for $78 million each"
X Link 2024-04-01T12:25Z 17.2K followers, [----] engagements
"Maersk Tankers has added two new very large ammonia carriers bringing its VLAC fleet to [--] ships with a total value of $1.1 billion. The ships will be built by HD Korea Shipbuilding & Offshore Engineering. $MAERSK"
X Link 2024-07-05T11:28Z 17.2K followers, [----] engagements
"Noble sells [--] jack-up rigs for $424M: [--] to Borr Drilling for $360M (cash $210M + seller notes $150M) [--] to Ocean Oilfield Drilling for $64M. Closings expected early 2026; deals align with Nobles deepwater & ultra-harsh focus. $NE $BORR"
X Link 2025-12-09T14:20Z 17.2K followers, [----] engagements
"Container ship ordering frenzy: [----] hits a record 5.08m teu (633 ships). Order book 11.61m teu = 34.8% of fleet. China dominates with 72% (3.66m teu). Overcapacity alarms are flashing. $MPCC $ZIM $MAERSK $HLAG"
X Link 2025-12-16T13:04Z 17.2K followers, [----] engagements
""There is no stopping the mining supercycle in renewable energy". We loved discussing green minerals coal and the automobile industry with German energy economist and author Lars Schernikau. $SBSW $BTU $WHC.AX $HAUTO.OL"
X Link 2024-10-01T13:15Z 17.2K followers, [----] engagements
"During our last talk Ferg told us why his interest in Peabody has cooled off. Whitehaven however he expects to be a compounder and continues to be a big shareholder. $BTU $WHC.AX"
X Link 2025-01-10T19:45Z 17.2K followers, [----] engagements
"We'll be talking with Australian commodities investor Emanuel Ajay Datt. Well delve into commodities such as tin niobium coal and lithium and look into opportunities in Australia and India. $MLX.AX $WHC.AX $YAL.AX $BWN.AX"
X Link 2025-03-28T01:00Z 17.2K followers, [----] engagements
"Navios Partners locks in $460M deal for [-----] TEU newbuilds ($115M ea) and adds $335M to charter backlog. 5-yr charters secured though seller yard & charterer remain undisclosed. $NMM"
X Link 2025-09-09T15:21Z 17.2K followers, [----] engagements
""Stock-picking matters in crude tankers. And Okeanis is the company with the most room to run" Equity analyst at Arctic Kristoffer Barth Skeie made us more bullish on shipping after today's talk. $ECO $FRO $NMM $TNK $TEN"
X Link 2025-09-24T19:18Z 17.2K followers, [----] engagements
"New deep dive into Kosmos BW Energy Navios and Golar with Fund Manager Gabriel Castro is now available on the platform $BWE.OL $NMM $GLNG $KOS"
X Link 2025-10-23T14:59Z 17.2K followers, [----] engagements
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