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@MarhelmData Avatar @MarhelmData Marhelm

Marhelm posts on X about $yalax, $btu, $amr, $mpcc the most. They currently have XXXXXX followers and XXX 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: XXXXXXXXX #

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Social Influence #

Social category influence finance XXXX% cryptocurrencies XXXX% stocks XXXX% countries XXXX% currencies XXXX%

Social topic influence $yalax 2.7%, $btu 2.7%, $amr 2.7%, $mpcc 2.16%, $insw 2.16%, val 2.16%, $dvdol 2.16%, $val 2.16%, $arlp #1, $nrp #1

Top accounts mentioned or mentioned by @traderferg @natgasturk @charlesbonnerjr @dattcapital @fmonaldi @irbezek @mfwarder @hexlint @lasse108 @tonyforever2003 @kerrismithsh @aagresearch @csuiteoperator @birdseye88 @lowo64 @ed_fin @oscniklasson @kisakurek87923 @secrets4stocks @marcinrenew

Top assets mentioned BTU Protocol (BTU) Alpha Metallurgical Resources, Inc. (AMR) International Seaways, Inc. Common Stock (INSW) Validity (VAL) Alliance Resource Partners LP (ARLP) Neural Protocol (NRP) Frontline Ltd. (FRO) Transocean LTD. (RIG) Warrior Met Coal, Inc. (HCC) Scorpio Tankers Inc. (STNG) Golar LNG Ltd (GLNG) ZIM Integrated Shipping Services Ltd. (ZIM) Golden Ocean Group Limited Common Stock (GOGL) Hundred Million (100M) Hafnia Limited (HAFN) Seadrill Limited (SDRL) Noble Corporation (NE) Ecopetrol S.A (EC) Archway (ARCH) dHedge DAO (DHT) Transportadora de Gas del Sur S.A. ADS (TGS) Ormeus Ecosystem (ECO) PolkaBridge (PBR) Star Bulk Carriers Corp. (SBLK) Dow Inc (DOW) Air Products & Chemicals, Inc. (APD) DuPont de Nemours Inc (DD)

Top Social Posts #

Top posts by engagements in the last XX hours

"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 Avatar @MarhelmData on X 2025-03-28 01:00:56 UTC 14.9K followers, 4042 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 Avatar @MarhelmData on X 2025-07-18 17:00:51 UTC 14.9K followers, 1728 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 Avatar @MarhelmData on X 2025-07-13 23:07:22 UTC 14.9K followers, 1732 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 Avatar @MarhelmData on X 2025-07-16 21:28:41 UTC 14.9K followers, 3527 engagements

"Belships excels with a Q4 profit of $XXXX million paying a dividend of XXXX kroner per share. Fleet earns up to $18449/day XX% above the Baltic Dry index. In Q1 XX% of available ship days secured at $17000/day $BELCO"
@MarhelmData Avatar @MarhelmData on X 2024-02-19 11:24:56 UTC 14.9K followers, 2181 engagements

"Suezmax & Aframax tankers stand to gain as South Sudanese crude exports rebound via the Red Sea now XX% of all shipments. Pipeline repairs key to Dar & Nile blend flows. $TNK $INSW $FRO"
@MarhelmData Avatar @MarhelmData on X 2025-07-04 15:06:53 UTC 14.9K followers, 3095 engagements

"Eldorado Drilling with several of the DVD-owners onboard has sold the two 7th gen drillships Draco and Dorado at a price of $XXX million per rig to Turkish petroleum. $DVD.OL $VAL $RIG $SDRL"
@MarhelmData Avatar @MarhelmData on X 2025-07-03 19:23:01 UTC 14.9K followers, 2202 engagements

"Day rates for semi subs keep pushing toward $500000. SFL announced a $XXX million contract for its Hercules rig for a XXX day duration. SFL offshore rigs showed an outsized Q1 EBITDA-contribution compared to the rest of the fleet. $SFL $XES $RIG $VAL $NE #offshore"
@MarhelmData Avatar @MarhelmData on X 2023-08-14 18:21:15 UTC 14.9K followers, 5137 engagements

"Increased MR sailings from Northeast Asia boost tonne-mile demand and help sustain intra-Asia freight rates. Chart: Vortexa $STNG $INSW"
@MarhelmData Avatar @MarhelmData on X 2025-07-01 14:41:00 UTC 14.9K followers, 4287 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 Avatar @MarhelmData on X 2025-07-18 17:02:16 UTC 14.9K followers, 2184 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 Avatar @MarhelmData on X 2025-06-26 20:40:48 UTC 14.9K followers, 6202 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 Avatar @MarhelmData on X 2025-05-06 20:46:24 UTC 14.9K followers, 4731 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 Avatar @MarhelmData on X 2025-07-15 16:10:46 UTC 14.9K followers, 4589 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 Avatar @MarhelmData on X 2025-06-28 14:57:37 UTC 14.9K followers, 3985 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 Avatar @MarhelmData on X 2025-07-15 18:08:56 UTC 14.9K followers, 4737 engagements

"Saipem will merge with Subsea X in a $XXXX billion deal. Subsea X shareholders get XXXXX Saipem shares per share. Saipem7 will have a XX billion backlog XX billion revenue and X billion EBITDA. $SUBC $SPM.MI"
@MarhelmData Avatar @MarhelmData on X 2025-02-24 06:25:34 UTC 14.9K followers, 5939 engagements

"Subsea7 Q1 2025: $236M Adjusted EBITDA (+46% YoY) XX% margin. Backlog at $10.8B with XX% revenue visibility. FY2025 guidance reaffirmed. Net debt at $632M (0.5 EBITDA). $SUBC"
@MarhelmData Avatar @MarhelmData on X 2025-05-01 13:01:26 UTC 14.9K followers, 2064 engagements

"Odfjell Drilling is Pareto's favourite among the offshore drillers. "Fantastic cash flow next year making and increased dividend likely" TP XX NOK. Reduces TP on BORR to $XXX DVD to XX NOK and reiterates BUY. $BORR $ODL $DVD"
@MarhelmData Avatar @MarhelmData on X 2024-10-18 19:08:19 UTC 14.9K followers, 2756 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 Avatar @MarhelmData on X 2025-04-14 18:10:13 UTC 14.9K followers, 2608 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 Avatar @MarhelmData on X 2025-04-11 13:46:06 UTC 14.9K followers, 3129 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 Avatar @MarhelmData on X 2025-06-13 12:37:18 UTC 14.9K followers, 3157 engagements

"Talk about volatility $ZIM up XX% ytd and gave back XX% the last month. $MPCC the best performing container stock on the year to date"
@MarhelmData Avatar @MarhelmData on X 2024-07-26 18:22:40 UTC 14.9K followers, 2568 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 Avatar @MarhelmData on X 2025-06-28 14:48:54 UTC 14.9K followers, 21.3K 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 Avatar @MarhelmData on X 2025-07-15 16:11:11 UTC 14.9K followers, 1963 engagements

"$MPCC cuts dividend payout from XX% to 3050% of net profit to boost investment capacity"
@MarhelmData Avatar @MarhelmData on X 2025-05-22 11:24:25 UTC 14.9K followers, 2015 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"
@MarhelmData Avatar @MarhelmData on X 2025-06-30 18:11:01 UTC 14.9K followers, 3421 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 Avatar @MarhelmData on X 2025-07-03 19:21:47 UTC 14.9K followers, 2555 engagements

"Tsakos Energy Navigation sells 19-year-old Suezmax tanker for $40.5m $2.5m more than a sister ship sold earlier signaling rising prices for old tonnage. The company continues capitalizing on high tanker values marking the third sale this year $TNP"
@MarhelmData Avatar @MarhelmData on X 2024-05-02 11:22:19 UTC 14.9K followers, 3257 engagements

"Spot container rates from Asia to the US West Coast rose from $4004 in December to $6000 in January driven by strike risks tariff uncertainty and temporary market pressures. $ZIM $CMRE $MPCC"
@MarhelmData Avatar @MarhelmData on X 2025-01-07 09:14:07 UTC 14.9K followers, 2425 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 Avatar @MarhelmData on X 2025-07-17 18:26:46 UTC 14.9K followers, 4541 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 Avatar @MarhelmData on X 2025-07-05 16:07:09 UTC 14.9K followers, 3669 engagements

"Wallenius Wilhelmsen posted record 2024 results with a $1901M adjusted EBITDA (up from $1807M in 2023) and $1065M net profit. ROCE: XXXX% equity ratio: XXXX% dividend $1.85/share. $WAWI"
@MarhelmData Avatar @MarhelmData on X 2025-03-21 11:09:23 UTC 14.9K followers, 2553 engagements

"Rising spot rates in the dry bulk sector have led bulk carrier owners to withdraw older vessels from the recycling market disappointing Indian recyclers hoping for a year-end surge. The spike in daily Capesize rates has surged threefold within a month. $EGLE $GOGL $SBLK $DSX"
@MarhelmData Avatar @MarhelmData on X 2023-12-11 11:23:21 UTC 14.9K followers, 2020 engagements

""Containers car carriers and LNG have had their time in the sun. The tankers too but only the part we don't identify ourselves with. Sanctioned oil tankers have been in the most tremendous bull market seen in ages. The compliant tankers are still waiting for the party to start." Frontline CEO. $FRO"
@MarhelmData Avatar @MarhelmData on X 2025-07-08 15:42:43 UTC 14.9K followers, 5988 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 Avatar @MarhelmData on X 2025-07-09 15:08:56 UTC 14.9K followers, 2457 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 Avatar @MarhelmData on X 2025-03-19 20:22:44 UTC 14.9K followers, 3140 engagements

"Marhelm is conducting an exhaustive survey of the global #chemicals and petrochemicals industries similar to the #offshore report we did recently. We will cover the major chemicals companies all the way to chemical carriers (#tankers). $BAS.DE $BAK $LYB $HUN $DD $APD $DOW"
@MarhelmData Avatar @MarhelmData on X 2023-10-16 12:48:38 UTC 14.9K followers, 6757 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 Avatar @MarhelmData on X 2025-07-11 18:22:26 UTC 14.9K followers, 3536 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 Avatar @MarhelmData on X 2025-07-14 12:33:49 UTC 14.9K followers, 2114 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 Avatar @MarhelmData on X 2025-06-11 14:02:13 UTC 14.9K followers, 1930 engagements

"Surging Guyanese crude exports to the US Gulf coast signal potential for Suezmax tankers. Citgo's Corpus Christi refinery received four 1mn bl cargoes of Payara Gold in May with imports surpassing 100000 b/d up from 60000 b/d in April and 32000 b/d in March $TNP $INSW"
@MarhelmData Avatar @MarhelmData on X 2024-05-30 11:04:08 UTC 14.9K followers, 2669 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 Avatar @MarhelmData on X 2025-03-07 15:37:18 UTC 14.9K followers, 4719 engagements

"$DAC uses COVID-era container shipping profits to enter troubled dry bulk industry. It acquires a XXXX% stake in $EGLE for $68.2M prioritizing investment amid falling prices and challenges such as port congestion weak Chinese demand and low vessel scrapping"
@MarhelmData Avatar @MarhelmData on X 2023-08-08 14:47:03 UTC 14.9K followers, 3278 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 Avatar @MarhelmData on X 2025-07-17 18:26:21 UTC 14.9K followers, 1751 engagements