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@MarhelmData Avatar @MarhelmData Marhelm

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

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence #

Social category influence cryptocurrencies XXXX% finance XXXX% countries XXXX% stocks XXXX% travel destinations XXXX%

Social topic influence $fro #116, $dht #2, $oet #1, rates #218, $insw #1, $eco #8, $100kday 0.95%, $stng #2, $btu #17, $glng #3

Top accounts mentioned or mentioned by @aagresearch @traderferg @larrybird19701 @enoshimaku @matabrewing @fmonaldi @birdseye88 @mfwarder @zhanghongz25934 @marcinrenew @hexlint @jpae380 @pandersland @irbezek @edeichman @teconomics @gaughanrogue @mercoglianos @michaeltanchum @dattcapital

Top assets mentioned Frontline Ltd. (FRO) dHedge DAO (DHT) International Seaways, Inc. Common Stock (INSW) Ormeus Ecosystem (ECO) Scorpio Tankers Inc. (STNG) BTU Protocol (BTU) Golar LNG Ltd (GLNG) Alpha Metallurgical Resources, Inc. (AMR) Validity (VAL) PolkaBridge (PBR) Star Bulk Carriers Corp. (SBLK) ZIM Integrated Shipping Services Ltd. (ZIM) Alliance Resource Partners LP (ARLP) Neural Protocol (NRP) Tokenomy (TEN) Transportadora de Gas del Sur S.A. ADS (TGS) Transocean LTD. (RIG) TORM plc Class A Common Stock (TRMD) 69Coin (69) Noble Corporation (NE) VALE S.A. (VALE) BHP Group Limited (BHP)

Top Social Posts #

Top posts by engagements in the last XX hours

"Brokers regarding tankers: Ongoing uncertainty over US-China trade measures and Russian export resilience continues to shape fleet deployment and market sentiment"
X Link @MarhelmData 2025-10-12T20:26Z 15.2K followers, 2058 engagements

"VLCC spot rates on MEGAsia fell XX% in a week to $46000/day with brokers warning of further downside before a sharp rebound as balanced tonnage supply underpins longer-term strength. $OET $DHT $FRO"
X Link @MarhelmData 2025-09-01T14:23Z 15.2K followers, 2594 engagements

"VLCCs on fire 🔥🔥🔥 Tonnage list down to XX ships for prompt cargoes piling in. MEGAsia avg $53.8k/day (+11% DoD 2x MoM). Market running hot owners firmly in control. $FRO $DHT $OET"
X Link @MarhelmData 2025-09-05T14:21Z 15.2K followers, 3151 engagements

"Pareto drops a bold call: VLCCs could smash $100k/day in Q4 backed by OPEC tailwinds + a strong summer run. $OET $DHT $FRO"
X Link @MarhelmData 2025-09-10T12:55Z 15.2K followers, 16.3K engagements

"Seatrium achieved a net profit of $XXX million (S$144 million) in H1 2025 an increase of XXX percent. Net orderbook is down by $XX billion to $XX billion (S$186 billion) $5E2.SI"
X Link @MarhelmData 2025-08-01T02:06Z 15.2K followers, 1801 engagements

"DOF Group keeps raking in Petrobras work now topping $1.1B in Brazilian contracts since August. Latest deal: Skandi Chieftain (74m) & Skandi Olympia (79m) on 4-year charters worth $200M both with ROVs delivering Oct 2026. Backlog building fast. $DOFG $PBR"
X Link @MarhelmData 2025-10-14T16:03Z 15.2K followers, 1955 engagements

""Tankers and dry bulk are the two segments that stand out. On the tanker side we like Frontline and Double Hull Tankers and on the dry bulk the best picks are Star Bulk and 2020 Bulkers." Per Cleaves. $FRO $2020.OL $SBLK $DHT"
X Link @MarhelmData 2025-09-26T16:46Z 15.2K followers, 4474 engagements

"Pareto raises PTs on tankers. "This time it's not being driven by temporary factors" Scorpio with a PT of $XX Teekay PT $XX Torm $XX. $STNG $TNK $TRMD"
X Link @MarhelmData 2025-10-02T03:33Z 15.2K followers, 2949 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 @MarhelmData 2025-01-10T19:45Z 15.2K followers, 5811 engagements

"Noble Corp secures a new contract with Amni for the drillship Noble Venturer in Ghana. One exploration well XX days at $450k/ day commencing after Tullow work (late 2026/early 2027). Rig also lined up for the Shell US Gulf campaign from Q4 2027. $NE"
X Link @MarhelmData 2025-09-29T14:37Z 15.2K followers, 2085 engagements

"BLOOMBERG: RUSSIAN STRIKES ON UKRAINE KNOCK OUT MORE THAN HALF OF NATURAL GAS PRODUCTION POLAND MOVES TO ASSIST BELEAGURED ALLY AS STOCKS RUN LOW AHEAD OF WHAT MAY BE A VERY COLD WINTER"
X Link @MarhelmData 2025-10-12T22:51Z 15.2K followers, 6102 engagements

"Scorpio & BW cash in $40m on $DHT. Sept sales: Scorpio 2.73M shares BW 768k shares. Both trimming after a strong run; Scorpio also sold in March and June. $DHT $STNG"
X Link @MarhelmData 2025-09-11T13:43Z 15.2K followers, 2485 engagements

"LNG carrier fixtures are heading for a record year; XX short-term deals in Q3 vs XXX in Q2 and XX last year. Rates remain weak but new liquefaction projects and LNG sales could drive a fresh wave of newbuild orders into 2025. $CLCO $GLNG"
X Link @MarhelmData 2025-10-14T12:36Z 15.2K followers, 2304 engagements

"VLCC market still shaky post-China tariffs on US-linked tonnage. MEG/East at WS8890 (vintage) while modern ships offer WS100. Supply steady but sentiment firm owners staying East Atlantic tonnage tight and strong Suezmax rates offer no relief. $FRO $INSW"
X Link @MarhelmData 2025-10-15T18:12Z 15.2K followers, 1555 engagements

"Containers have been the dark horse of shipping for some time. Rates have remained attractive and the Red Sea continues to be a risky option. SFL shared some thoughts with us on what's up ahead. $SFL $GSL $ZIM $DAC"
X Link @MarhelmData 2025-09-03T21:22Z 15.2K followers, 5842 engagements

"INDONESIA SHORTENS MINING PRODUCTION QUOTAS FROM X YEARS TO X YEAR STARTING OCTOBER 2025 INCREASING REGULATORY UNCERTAINTY FOR COAL AND NICKEL EXPORTS TRADERS WARN OF PRODUCTION CUTS AND EXPORT DELAYS"
X Link @MarhelmData 2025-10-12T20:18Z 15.2K followers, 2264 engagements

"VLCCs off XX% from $100K/day highs just a breather Tight tonnage and rising non-Russian flows keep the upside alive. Frontline aiming for $XX. $FRO $ECO $INSW"
X Link @MarhelmData 2025-10-09T00:57Z 15.2K followers, 3915 engagements

"Navigating through the Australian coal space with @trader_ferg we acquired a greater understanding of how new multibaggers could emerge. We also covered price expectations met vs. thermal and pitfalls to look out for. Check it out. $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $AMR"
X Link @MarhelmData 2023-11-02T17:54Z 15.2K followers, 7366 engagements

"VLCC rally shows no signs of cooling. Breakwave sees rates of around $100k/day rates sustained as a low order book strong oil demand & shifting trade patterns keep the market red-hot. $FRO $DHT $OET"
X Link @MarhelmData 2025-09-23T12:04Z 15.2K followers, 4122 engagements

"Clarksons: The VLCC rally looks safe even with XX newbuilds set to enter service in 2026. Clarksons pegs fleet growth at just 2.5%. Still bullish crude tonnage. $DHT $FRO $OET"
X Link @MarhelmData 2025-10-05T12:33Z 15.2K followers, 6293 engagements

"VLCC rally cooling Softening FFAs hint at a weaker Q4. Middle EastChina route peaked at WS105.6 on Sept XX but bullish supercycle chatter now meets growing doubts. $FRO $DHT $OET"
X Link @MarhelmData 2025-10-02T17:06Z 15.2K followers, 3699 engagements

"We were ahead of the recent move in coal thanks to our talk with Matt Warder. Alpha Metallurgical jumped XX 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 @MarhelmData 2025-07-05T16:07Z 15.2K followers, 4987 engagements

"VLCC earnings have slumped Daily rates have tumbled from $108k to below $80k/day as market activity remains muted in recent weeks. $FRO $ECO $OET"
X Link @MarhelmData 2025-10-06T14:42Z 15.2K followers, 3532 engagements

"Tanker stocks tumble as VLCC spot rates tumbled to $66595/day (-$6668). $FRO fell XXX% to $XXXXX in New York with traders eyeing a potential OPEC+ volume boost to steady the market. $DHT $OET"
X Link @MarhelmData 2025-10-08T12:27Z 15.2K followers, 3706 engagements

"According to shipbroker Nordic Shipping we're likely seeing a more long-term trend for the VLCC-rates. Second hand values could rise quickly and boost underlying values. $DHT $FRO $INSW $TEN $NMM"
X Link @MarhelmData 2025-09-21T15:56Z 15.2K followers, 6903 engagements

"VLCC utilization levels off as discounted crude finds buyers and seasonal summer demand begins to take effect. Chart: Vortexa $INSW $DHT $OET $ECO"
X Link @MarhelmData 2025-06-03T13:40Z 15.2K followers, 2012 engagements

"Arctic believes that Golar has dropped too low. Even with negative mid-term elections the contract cancellation risk is low and Argentina wishes to develop Vaca Muerta for exports. $GLNG"
X Link @MarhelmData 2025-10-09T19:52Z 15.2K followers, 2371 engagements

"Hoegh Autoliners reported a freight rate in September of $XXX per cbm down XX percent from average the last three months. "Q3 has been impacted by weakening trade balance which is likely to continue. USTR port fees is likely to add cost pressure in coming months if implemented as planned". $HAUTO.OL"
X Link @MarhelmData 2025-10-09T00:57Z 15.2K followers, 1713 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 @MarhelmData 2025-01-02T16:31Z 15.2K followers, 3543 engagements

"Tanker values still have upside. Sanctions and geopolitics keep tonne-miles and earnings strong but VLCC and Suezmax values are expected to peak by Q2 2026 before sliding later in the year amid slower Chinese growth and looming peak oil demand. $DHT $FRO $TNK"
X Link @MarhelmData 2025-10-07T15:05Z 15.2K followers, 3252 engagements

"The Asian container shipping network is expanding with the launch of the China-Southeast Asia (CS3) service by Wan Hai Lines Evergreen Marine and Yang Ming using five vessels (19002200 TEU) to connect North China directly to Indonesia and other regional ports"
X Link @MarhelmData 2025-10-12T16:25Z 15.2K followers, 2303 engagements

"TRADE WAR ESCALATES US IMPOSES SWEEPING SANCTIONS ON INDIVIDUALS ENTITIES AND SHIPS TIED TO IRANIAN OIL EXPORTS INCLUDING CHINESE AND UAE INTERESTS"
X Link @MarhelmData 2025-10-12T19:53Z 15.2K followers, 5253 engagements

"Crude tanker spot rates have risen above $90k. The upside is considerable. Per Arctic. $FRO $INSW $DHT"
X Link @MarhelmData 2025-09-15T23:07Z 15.2K followers, 4273 engagements

"Golar LNG makes its third bond market play lining up banks for a $XXX million refinancing; investor talks start today. $GLNG"
X Link @MarhelmData 2025-09-22T12:41Z 15.2K followers, 2840 engagements

"Container charter rates are up XXX% vs 2019 and still climbing even as spot freight rates fall. Tight vessel supply Cape of Good Hope reroutes long-term charters & eco-ship demand keep the market hot. Liner-owned fleet share rose from XX% (2019) to XX% (Oct 2025). $ZIM $MPCC"
X Link @MarhelmData 2025-10-15T13:17Z 15.2K followers, 1691 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 @MarhelmData 2024-05-02T11:52Z 15.2K followers, 3551 engagements

"Fernando Araujo Chief Investor Officer at Rio-based FCL Capital is coming to our platform to discuss where Brazil is headed and the best companies to look for deep value. $PBR $BAK $VALE"
X Link @MarhelmData 2025-09-15T23:08Z 15.2K followers, 5594 engagements

"VLCC rally cools as charterers seize control: average rates ease to $83300/day though modern units remain strong. Meanwhile MR tankers show firmer momentum. $DHT $FRO $OET $STNG"
X Link @MarhelmData 2025-10-02T03:33Z 15.2K followers, 6918 engagements

"US TREASURY PLACES KEY CHINESE OIL TERMINAL AND PETROCHEMICAL COMPANY ON OFAC LIST FOR HANDLING MILLIONS OF BARRELS OF IRANIAN CRUDE"
X Link @MarhelmData 2025-10-12T20:07Z 15.2K followers, 5017 engagements

"$INSW is re-domiciling its tanker fleet and holding companies from the Marshall Islands & Liberia to Bermuda. The NY-listed owner estimates the shift will cost $35M"
X Link @MarhelmData 2025-10-13T13:54Z 15.2K followers, 2468 engagements

"Chinas new port fees set to lift VLCC rates With US-linked ships rerouting effective capacity tightens amid low fleet growth tougher sanctions & rising Chinese oil storage a perfect storm for a VLCC freight surge. $FRO $DHT $OET"
X Link @MarhelmData 2025-10-14T12:35Z 15.2K followers, 4249 engagements

"Chinas state buyer CMRG has instructed major steelmakers & traders to suspend all new dollar-denominated $BHP cargoes according to reports. Iron ore futures rose 1%+ to $104/t as Beijing flexes pricing power in the XX% share of global importers. $GOGL $SBLK $DSX"
X Link @MarhelmData 2025-09-30T19:23Z 15.2K followers, 1924 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 @MarhelmData 2025-09-24T19:18Z 15.2K followers, 5484 engagements

"Goldman Sachs initiates coverage on Golar with a PT of $XX. "The company represents an attractive niche. The market underestimates positive catalysts. XX% chance for a fourth FLNG-unit" $GLNG"
X Link @MarhelmData 2025-10-02T03:33Z 15.2K followers, 2385 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 @MarhelmData 2025-05-06T20:46Z 15.2K followers, 4906 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 @MarhelmData 2025-10-14T16:03Z 15.2K followers, 3426 engagements

"Danske Bank Markets: "Investors are right to keep exposure toward rig seismic and supply to a minimum. We could be headed for a more flooded oil market than ever. $TGS $RIG $TDW"
X Link @MarhelmData 2025-09-06T22:46Z 15.2K followers, 3625 engagements

"VLCCs back on fire: after a brief pause the rally resumes with Baltic Exchange earnings hitting $71863/day (+59% MTD). Several fixtures now $100k/day signaling a market that's tight and tightening further. $DHT $ECO $OET $FRO"
X Link @MarhelmData 2025-09-12T12:34Z 15.2K followers, 6305 engagements

"Shipyard capacity utilization has been high. The cost increase in building vessels has also been high but demand is set to pick up due to aging fleets. Sounds like good news for shipyards such as Yangzijiang and Seatrium Got some interesting perspectives on the industry from maritime technology provider Hav Group. $5E2.SI $BS6.SI $HAV.OL"
X Link @MarhelmData 2025-08-16T03:54Z 15.2K followers, 2383 engagements

"Energy Holdings has been able to pick niches in the offshore business that are growing and positioned lowest on the cost curve. It has made them less vulnerable than peers in the current downturn. $SBX.OL $TGS $BORR $VAL $RIG"
X Link @MarhelmData 2025-06-30T18:11Z 15.2K followers, 4440 engagements

"The product tankers have lagged behind the crude tankers but this is likely to change according to Arctic. Scorpio Tankers stands out at the best pic. $STNG"
X Link @MarhelmData 2025-10-13T17:09Z 15.2K followers, 2096 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 @MarhelmData 2025-07-11T18:22Z 15.2K followers, 8213 engagements

"Global Ship Lease's performance in the recent years stands out. Company CEO believes that new emerging trade patterns will be a further tailwind for the company up ahead. $GSL"
X Link @MarhelmData 2025-10-11T14:46Z 15.2K followers, 2202 engagements

"Valaris wins a $140M BP drilling deal in Egypt. The 70400-gt Valaris DS-12 (built 2014) will drill X wells starting Q2 2026 over XXX days earning about $400000/day. Includes options for X more wells all X Valaris drillships with near-term slots now fully booked. $VAL"
X Link @MarhelmData 2025-10-14T12:36Z 15.2K followers, 2999 engagements