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@MarhelmData "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"
@MarhelmData on X 2025-03-28 01:00:56 UTC 14.9K followers, 4043 engagements

"$MPCC orders X x 4500 TEU newbuilds for $228M each fixed on X year charters worth $140M revenue and $100M EBITDA. Deal includes over $100M in new debt. New eco vessels cut slots by XX% and are dual fuel ready"
@MarhelmData on X 2025-07-18 17:00:51 UTC 14.9K followers, 1882 engagements

"Qingdao Port expands with XX new routes boosting container services and focusing on emerging markets. Despite growth challenges arise from renewed Houthi attacks prompting major lines to divert vessels for safety"
@MarhelmData on X 2025-07-13 23:07:22 UTC 14.9K followers, 1750 engagements

"While most of the talk has been about the crude tankers the product side has recovered from its lows. What's next Here are some of Lars Barstad's reflections. $DIS.MI $STNG $HAFN $KCC.OL"
@MarhelmData on X 2025-07-16 21:28:41 UTC 14.9K followers, 3663 engagements

"Rates were booming in 2023 and the offshore supply companies were said to be in the early innings of an extended upcycle. What happened We'll be getting an update from Arctic-analyst Lukas Daul on the market and key companies. $TDW $DOFG.OL $SUBC.OL $SOFF.OL"
@MarhelmData on X 2024-11-05 14:00:31 UTC 14.9K followers, 3213 engagements

"Avance Gas achieves a significant Q4 profit surge due to increased US exports marking its second-highest quarterly and annual earnings - declares dividend of $0.65/share $AGAS"
@MarhelmData on X 2024-02-14 11:46:46 UTC 14.9K followers, 1979 engagements

""Europe needs XX percent more gas this year than at the same time last year to reach storage targets. Any pick-up in Chinese demand will see prices flying again." per Rystad Energy. $FLNG $CLCO"
@MarhelmData on X 2025-06-24 14:19:08 UTC 14.9K followers, 2282 engagements

"Increased MR sailings from Northeast Asia boost tonne-mile demand and help sustain intra-Asia freight rates. Chart: Vortexa $STNG $INSW"
@MarhelmData on X 2025-07-01 14:41:00 UTC 14.9K followers, 4294 engagements

"While Energy Holdings has been forging ahead the last month owners of competing assets such as Valaris Borr and Shelf Drilling are still trading at 2022-23 levels. "The jack-up market drop was justified" $ENH.OL $VAL $BORR $SHLF.OL"
@MarhelmData on X 2025-07-18 17:02:16 UTC 14.9K followers, 2569 engagements

"The coal companies are quite a mixed bag after the booming post-covid years. Companies such as Alpha Metallurgical and BTU have been decimated whereas others are holding up well and pushing towards new highs. $AMR $HNRG $BTU $HCC $ARLP"
@MarhelmData on X 2025-06-26 20:40:48 UTC 14.9K followers, 6218 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"
@MarhelmData on X 2025-05-06 20:46:24 UTC 14.9K followers, 4749 engagements

"Supertanker dirty-to-clean switches surged in June as cleaned VLCCs/Suezmaxes rejoined CPP trade. With newbuilds peaking & MEGEurope LR2Suezmax spread steady $3050/t barriers to entry stay low reshaping CPP supply in H2 2025. $FRO $INSW"
@MarhelmData on X 2025-07-15 16:10:46 UTC 14.9K followers, 4632 engagements

"$BWLPG surges XX% in X months amid a booming LPG market. Despite strong momentum shares still trade XX% below analyst targets. Momentum + value = full throttle"
@MarhelmData on X 2025-07-08 15:42:04 UTC 14.9K followers, 11.6K engagements

"Trading at $XX Golar has held on well to its gains in a volatile market. At our interview in May we discussed the company's road to a cash flow generation of $XX per share and its low pricing relative to other infrastructure companies. $GLNG"
@MarhelmData on X 2025-06-28 14:57:37 UTC 14.9K followers, 4074 engagements

"We loved exploring LatAm opportunities with @irbezek today. We had expected that the Colombian election next year to be one the most interesting bets. Turns out the set-up ahead of the election in Chile this year is even better unless oil goes back to $XX. $EC $PRX.TO $GPRK"
@MarhelmData on X 2025-07-15 18:08:56 UTC 14.9K followers, 5316 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"
@MarhelmData on X 2024-12-26 21:21:16 UTC 14.9K followers, 3570 engagements

"Deep Value Driller declared a monthly dividend of XXX NOK and announced that Saipem has exercised the 1-yearAmended Bareboat Charter option starting in July. $DVD.OL"
@MarhelmData on X 2025-04-14 18:10:13 UTC 14.9K followers, 2612 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"
@MarhelmData on X 2025-04-11 13:46:06 UTC 14.9K followers, 3132 engagements

"Natural gas has been stealing the headlines in recent months but what about coal Getting ready for a new talk with coal analyst Matt Warder and a discussion of the key coal names. $BTU $ARCH $HCC $AMR $NRP"
@MarhelmData on X 2025-06-13 12:37:18 UTC 14.9K followers, 3166 engagements

"$HAFNI secures $715M revolving credit facility with XX bank syndicate refinancing XX product tankers. The deal cuts funding costs lowers cash flow break even and boosts liquidity"
@MarhelmData on X 2025-07-11 18:20:45 UTC 14.9K followers, 2095 engagements

"Weekly members only voice chat market discussion in Discord at 7pm in "the arena" channel"
@MarhelmData on X 2025-07-20 21:42:35 UTC 14.9K followers, 1946 engagements

"Saipem Q1 XX Earnings: 3.0B Revenue up XX% Y-o-Y 268M EBITDA soaring XX% Y-o-Y with an XXX% margin 68M Net Cash Flow 284M Net Cash position (pre-IFRS 16) as of Mar-24 2.0B Order Intake boasting a 0.7x Book-to-Bill ratio with XX% in Offshore E&C $SPM"
@MarhelmData on X 2024-04-23 13:18:12 UTC 14.9K followers, 2135 engagements

""BTU is headed for a no man's land for some time and met coal will continue facing headwinds for years." Dove into the power market and the coal miners today with @mfwarder and enjoyed the stock picking master class. $AMR $HNRG $BTU $HCC $ARLP $NRP $YAL.AX"
@MarhelmData on X 2025-06-28 14:48:54 UTC 14.9K followers, 21.5K engagements

"Gazprom maintains gas shipments to Europe through Ukraine with a volume of XXXX million cubic meters on Monday. $GAZP"
@MarhelmData on X 2023-11-06 16:38:00 UTC 14.9K followers, 4059 engagements

"$DHT estimates Q2 2025 TCE earnings at $46300/day: $48700/day for spot VLCCs and $42800/day for time-charter VLCCs. XX% of Q3 spot days booked at $40100/day. DHT Bauhinia fixed at $41500/day for X year from May 2025"
@MarhelmData on X 2025-07-15 16:11:11 UTC 14.9K followers, 1990 engagements

"DNB Carnegie: Okeanis has a strong track record. P/E based on 2025 estimate is at 64.This is your premium exposure to the VLCC market. Buy with PT $XXX. $ECO"
@MarhelmData on X 2025-07-03 19:21:47 UTC 14.9K followers, 2560 engagements

"$PBR may divert oil exports from the U.S. to Asia-Pacific due to new XX% U.S. tariffs. The U.S. accounted for X% of Petrobras' oil and XX% of 209000 bpd oil product exports in Q1 2025. Impact minimal with Brazil supplying X% of U.S. oil consumption so far in 2025"
@MarhelmData on X 2025-07-17 18:26:46 UTC 14.9K followers, 4637 engagements

"Aker BP's 2025 guidance: - Production: 390-420 mboepd - Capex: $5.5-6.0B - Production cost: $7/boe - Exploration: $450M - Abandonment: $150M - Dividend up X% to $0.63/share quarterly ($2.52 annualized). $AKRBP.OL"
@MarhelmData on X 2025-02-12 13:11:15 UTC 14.9K followers, 1306 engagements

"LR1-LR2 MEG to NE Asia rate spread nears zero as prompt LR1 supply surges vs LR2s. Weak MEG naphtha flows (-17% Jun) + alt supply routes hit LR2 scale advantage. More parcels likely shifting to LR1s. Expect pressure on LR2 TCEs. $TRMD"
@MarhelmData on X 2025-07-08 15:41:23 UTC 14.9K followers, 1630 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"
@MarhelmData on X 2025-07-05 16:07:09 UTC 14.9K followers, 3990 engagements

"US LPG exports soared XXXX% YoY to XXXX mln tonnes in 2023 following a XXX% increase in 2022 and a XXXX% surge in 2020. Jan-Mar 2024 saw a XXXX% YoY rise to XXXX mln t from XXXX mln t in Jan-Mar 2023. Via Banchero Costa $AGAS $BWLPG $NVGS"
@MarhelmData on X 2024-06-07 13:44:09 UTC 14.9K followers, 2649 engagements

"LNG charter rates show a bumpy upward trend mid-2025 as record newbuild deliveries squeeze seasonality. After Q1 weakness spot activity and term deals offer a tentative recovery. $FLNG $GLNG"
@MarhelmData on X 2025-07-09 15:08:56 UTC 14.9K followers, 2477 engagements

"After the recent option agreement with Saipem Deep Value Driller has seen XX percent recovery. We looked into the effect on monthly dividends and the likelihood of the vessel being sold at $XXX million. $DVD.OL"
@MarhelmData on X 2025-03-19 20:22:44 UTC 14.9K followers, 3143 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"
@MarhelmData on X 2025-07-11 18:22:26 UTC 14.9K followers, 4144 engagements

"Capesize demand got a lift in H1 2025 as Guinea's bauxite exports hit a record 95M tonnes (+36% YoY). Port delays and congestion added inefficiencies boosting tonne-miles demand. $GOGL $GNK"
@MarhelmData on X 2025-07-14 12:33:49 UTC 14.9K followers, 2145 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"
@MarhelmData on X 2025-06-11 14:02:13 UTC 14.9K followers, 1948 engagements

"Deep Value Driller stock is up over XX percent after the announcement of an option agreement with Saipem. If exercised it would add $XX million in revenue backlog and include an option to buy the vessel for $XXX million $DVD.OL"
@MarhelmData on X 2025-03-07 15:37:18 UTC 14.9K followers, 4722 engagements

"$BWLPG locks in new funding: $380M term and revolving credit facility+ $215M term loan. Funds will refinance debt back $AGAS fleet buy renew 9-VLGC Indian fleet and cut costs"
@MarhelmData on X 2025-07-17 18:26:21 UTC 14.9K followers, 1850 engagements