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@MarhelmData Avatar @MarhelmData Marhelm

Marhelm posts on X about $fro, $dht, $oet, $sblk the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence cryptocurrencies XXXXX% finance XXXXX% countries XXXX% stocks XXX% currencies XXX% travel destinations XXX%

Social topic influence $fro #246, $dht #3, $oet #3, $sblk #2, $insw #4, $gnk #3, $dsx #3, q4 #169, strong 3.9%, $hshp XXX%

Top accounts mentioned or mentioned by @traderferg @dattcapital

Top assets mentioned Frontline Ltd. (FRO) dHedge DAO (DHT) Star Bulk Carriers Corp. (SBLK) International Seaways, Inc. Common Stock (INSW) Ormeus Ecosystem (ECO) BTU Protocol (BTU) Validity (VAL) Noble Corporation (NE) Golden Ocean Group Limited Common Stock (GOGL) TORM plc Class A Common Stock (TRMD) Hafnia Limited (HAFN) Alliance Resource Partners LP (ARLP) Alpha Metallurgical Resources, Inc. (AMR) Neural Protocol (NRP) Cornerstone Building Brands, Inc. (CNR) EURONAV NV (CMBT) Seadrill Limited (SDRL) Kosmos Energy Ltd. (KOS) ZIM Integrated Shipping Services Ltd. (ZIM) Matsons, Inc. (MATX)

Top Social Posts

Top posts by engagements in the last XX hours

"Capesize market heating up Spot rates are now just shy of a 2-year high flirting with the $54500/day levels of the 2023 Capesize Christmas. H2 earnings run XX% above the 10-year average even as more coal shifts to Panamaxes. $GOGL $NMM $SBLK"
X Link 2025-12-04T14:17Z 15.9K followers, 2385 engagements

"Capesize values hit a 17-year high - 5-year-old Capes (180k DWT) up XX% YTD: $55.18m $67.73m highest since Oct 2008. - 1-yr TC: $17432 $23067/day (+33%): earnings trail asset surge. $GNK $SBLK $DSX"
X Link 2025-10-23T14:36Z 15.9K followers, 3217 engagements

"Tanker S&P remains red-hot in 2025: XXX vessels (44.2M dwt) sold for $13.7B with volumes up XX% YoY and prices up 4%. Buyer interest is strong but sellers especially of ageing VLCCs are holding firm. $FRO $OET $DHT"
X Link 2025-12-08T13:56Z 15.9K followers, 2954 engagements

"LR2 tonne-miles are down X% q/q as MEG refinery maintenance slashes Q4 voyages by XX% vs Aug. Voyage distances have fallen with LR2s shifting to NE/S Asia & Pacific routes. Middle distillate margins down XX% w/w but LR2 rates hold as vessels migrate to dirty trade. $TRMD $HAFN"
X Link 2025-12-09T11:31Z 15.9K followers, 9928 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 15.6K followers, 8355 engagements

"$SUBCY flexes strength: $11.8B backlog + rising margins = reinforced 2025 confidence. Add in the $SPM.MI merger and you're looking at a future subsea energy powerhouse"
X Link 2025-08-01T02:06Z 15.6K followers, 1916 engagements

"Could CMBT outperform Himalaya in a dry bulk bull market "The discretionary dividends are holding the company back" Here is some of our discussion with Arctic Securities. $CMBT $HSHP"
X Link 2025-10-24T22:53Z 15.6K followers, 3681 engagements

"ABG: VLCC tankers such as Okeanis DHT and Frontline are trading above NAV whereas Bruton trades at a discount. Longer contracts at higher rates are likely to drive valuations further. $DHT $FRO $BRUT.OL"
X Link 2025-11-05T23:32Z 15.7K followers, 2945 engagements

""Rigs are at a turning point. The drop in activity is reaching a bottom. We have been buying Valaris Seadrill and Borr. " Delphi Global $SDRL $VAL $BORR"
X Link 2025-11-15T21:02Z 15.7K followers, 6162 engagements

"Okeanis is locking in VLCCs for Jan at $100k/day and CEO Alafouzos says the rallys far from over. Spot rates ripped past $160k/day in Oct fueled by surging MEG cargoes and razor-tight tonnage. $OET $ECO"
X Link 2025-11-17T15:22Z 15.6K followers, 4367 engagements

"Okeanis Eco Tankers raising $100m to buy two 157000 dwt Suezmaxes at $97m each as rates surge to $85000/day. Fleet grows from 1416 vessels Delivery Jan XX. $OET $ECO"
X Link 2025-11-19T12:45Z 15.6K followers, 2901 engagements

"Dry bulk rates are scorching and Oslo shipping stocks are soaring with them. One small snag but the rally is real. $HSHP $2020.OL"
X Link 2025-12-05T08:39Z 15.6K followers, 2470 engagements

"Himalaya Shipping fires up November: TCE US$40300/day boosted by US$1600/day scrubber gains. Fixed: US$37800/day. Index-linked: US$42800/day. All well above the Baltic 5TCs US$28732/day average. $HSHP"
X Link 2025-12-05T11:21Z 15.6K followers, 2132 engagements

"Chevron expands in Namibia following Galp Energia's significant oil find. Galp estimates Mopane field holds nearly 10Bn barrels. Chevron partners with Galp and Sintana Energy in PEL 82's promising blocks $BORR $VAL"
X Link 2024-05-02T11:52Z 15.7K followers, 3578 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 15.8K followers, 5844 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 15.9K followers, 4969 engagements

"ABG has a XXX NOK PT and Buy on Aker BP. The company is XX months away from a production increase that will give a massive free cash flow. Current P/E of XX and paying a XX percent dividend the next ten years at the current oil price. $AKRBP.OL"
X Link 2025-06-11T14:02Z 15.9K followers, 2001 engagements

""The market does not realize that Kosmos' problems are being solved." Fund Manager at Singular Asset Management Gabriel Castro and his insights on the left for dead oil producer Kosmos. $KOS Coming soon as a Marhelm deep dive interview"
X Link 2025-10-14T16:03Z 15.9K followers, 5730 engagements

"Noble Corp secures new rig work worth $740M lifting backlog to $7B -Noble Resolute: 1yr Eni North Sea at $125K/day (Q4 25) -Noble Interceptor: 150d Aker BP Norway $38.7M (Aug 26) -Noble Developer: +70d Petronas Suriname (Jan 26) Noble Reacher sold for $27.5M. $NE"
X Link 2025-10-29T18:16Z 15.9K followers, 2295 engagements

"BRASKEM SIGNS DEAL WITH ALAGOAS STATE TO LIMIT LIABILITY IG4 IN TALKS WITH NOVONOR FOR CHANGE OF CONTROL"
X Link 2025-11-11T02:32Z 15.9K followers, 2743 engagements

"Declining iron ore grades from Australia/Brazil are boosting capesize demand as mills need more volume to produce the same steel. Iron ore shipments up pushing the BCI +5% YoY since late June. $GNK $DSX $SBLK"
X Link 2025-11-18T18:39Z 15.9K followers, 2258 engagements

"Aging steel top dollar A XX year old unit now clearing $30m+ a zone that top-tier charterers usually avoid. With cape rates $30000/day even aging steel prints big. Japanese-built 181400 dwt Seaunity (2010) reportedly sold at $30.5m$31m. $GNK $SBLK $DSX"
X Link 2025-11-20T18:14Z 15.9K followers, 2393 engagements

"VLCCs holding W125130 MEG/East for modern tonnage. TD3C printed W126.67 showing wide market splits. Lists stay tight E/W of Suez heavy on relets. Profit-taking possible but downside capped; 3-digit rates + $100k/day earnings likely to hold. $FRO $DHT $INSW"
X Link 2025-11-20T18:14Z 15.9K followers, 3056 engagements

"Frontline has just slashed fleet cash breakevens by approximately $1300/day after converting $XXXXX million in debt and prepaying $ XXXXX million. Leaves $352.4M revolver headroom and boosts spot leverage into winter rates. Dividend locked at $0.19/sh. $FRO"
X Link 2025-11-21T22:42Z 15.9K followers, 3673 engagements

"Week over week collapse in TransPac container rates - China to US West Coast down XX% in just a week $CMRE $ZIM $MATX $DAC $GSL"
X Link 2025-11-22T16:45Z 15.8K followers, 7555 engagements

"VLCC market surges: TD3C AG-China TCE hits $144k/day (+$40k in a week). Spot firmness pushes owners TC ideas too high for most but charterers now chasing newbuild forward coverage. Dias I (2020 scrubber) extends 2yrs with Exxon on profit-share. #tankers"
X Link 2025-11-23T21:23Z 15.9K followers, 4409 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 15.9K followers, 4737 engagements

"VLCC panic hunt in full swing: TD3C MEGChina just blasted to $143900/day (+9% W/W +63% M/M); 5-yr high WAF TCE at $116000/day USG at $93000/day. IOCL grabs Skopelos at $161000/day Frontlines Front Maine fixed at $129000/day. $FRO $DHT $INSW $ECO"
X Link 2025-11-24T19:04Z 15.9K followers, 13.7K engagements

"Atlantic-to-Asia Suezmax tonne-miles ripping to multi-year highs. Long-haul flows from the Atlantic Basin are punching above 1.7b tonne-miles/day in early Nov blowing past the 2023-24 range. Tight tonnage + longer voyages = bullish Suezmax energy. $FRO $TNK"
X Link 2025-11-25T15:13Z 15.9K followers, 2823 engagements

"VLCCs are on a tear. Total tonne-miles hit 20.8b/day in early Nov blowing through the 202324 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 15.9K followers, 3277 engagements

"VLCCs eastbound Gulf hit $150k/day highest since Apr 2020 $FRO $INSW $DHT $OET"
X Link 2025-11-26T14:07Z 15.9K followers, 3144 engagements

"Hunter Group is on fire. Q4: XX% booked at $105073/day. VLCC spot: $150407/day. Nov avg $125753/day $4.4m FCF (NOK 0.34/share). At todays spot $6.1m FCF (NOK 0.46/share). Only XX VLCCs coming in H126. The company signals capital returns. $HUNT"
X Link 2025-11-27T23:48Z 15.7K followers, 2510 engagements

"$BWLPG Q3 rates miss estimates: $51300/day (A/D) $48700/day (C/D) vs $54800. Q4: XX% booked at $47000/day vs $57488. FY26: XX% days locked at $43600/day"
X Link 2025-12-02T14:47Z 15.9K followers, 1679 engagements

"Latin America is powering Chinas crude runs: Brazil hit a record XXX mbd in Oct Guyana flows jumped and VLCC rates on the LatAmChina route spiked to near 5-year highs in November. October loadings now lock almost X months of VLCC employment. $INSW $DHT $FRO $OET"
X Link 2025-12-02T14:49Z 15.9K followers, 2776 engagements

"Guineas first iron-ore shipment from the $23bn Simandou mine sails to China targeting a mid-January arrival and full ramp-up in XXX years as Capesize earnings jump to $38427/day their highest in X years. $DSX $GNK $SBLK"
X Link 2025-12-03T19:32Z 15.9K followers, 2493 engagements

"Time-charter interest stays strong ahead of winter even as spot cools. TD3C (AG/China) now $138K/day for eco scrubber VLCCs down $26K/day WoW but still elevated. Owners hold firm on 612M terms; real action is on 35Y newbuild inquiries. More long-term deals coming. $FRO $OET"
X Link 2025-12-07T14:19Z 15.8K followers, 3779 engagements

"The 2025 dry bulk SnP market shows strong liquidity with China leading in fleet expansion and Greece actively restructuring its fleet. Greek owners focus on acquiring mid-aged Handy Ultramax and Kamsarmax vessels while selling older Supramaxes and Panamaxes. The market dynamics align with strong Chinese iron ore imports and resilient grain trade with Greeks strategically repositioning rather than expanding recklessly. Global liquidity supports ongoing fleet reshaping"
X Link 2025-12-08T02:58Z 15.9K followers, 1913 engagements

"Noble sells X jack-up rigs for $424M: X to Borr Drilling for $360M (cash $210M + seller notes $150M) X 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 15.9K followers, 2560 engagements