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# ![@MarhelmData Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1624826468458016773.png) @MarhelmData Marhelm

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

### Engagements: XXXXX [#](/creator/twitter::1624826468458016773/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1624826468458016773/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1624826468458016773/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1624826468458016773/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +1.10%
- X Year XXXXX +21%

### Followers: XXXXXX [#](/creator/twitter::1624826468458016773/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1624826468458016773/c:line/m:followers.svg)

- X Week XXXXXX +0.24%
- X Month XXXXXX +1.20%
- X Months XXXXXX +8%
- X Year XXXXXX +21%

### CreatorRank: XXXXXXX [#](/creator/twitter::1624826468458016773/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1624826468458016773/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXXX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX% [currencies](/list/currencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$fro](/topic/$fro) #202, [$oet](/topic/$oet) #3, [$dht](/topic/$dht) #3, [strong](/topic/strong) 7.89%, [$stng](/topic/$stng) 7.89%, [$insw](/topic/$insw) #4, [$trmd](/topic/$trmd) 5.26%, [dht](/topic/dht) #36, [$cmbt](/topic/$cmbt) 3.95%, [$hshp](/topic/$hshp) XXXX%

**Top accounts mentioned or mentioned by**
[@traderferg](/creator/undefined) [@dattcapital](/creator/undefined)

**Top assets mentioned**
[Frontline Ltd. (FRO)](/topic/$fro) [dHedge DAO (DHT)](/topic/$dht) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [EURONAV NV (CMBT)](/topic/$cmbt) [Ormeus Ecosystem (ECO)](/topic/$eco) [Noble Corporation (NE)](/topic/$ne) [BTU Protocol (BTU)](/topic/$btu) [Validity (VAL)](/topic/$val) [Golden Ocean Group Limited Common Stock (GOGL)](/topic/$gogl) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [HUNT Token (HUNT)](/topic/$hunt) [Hafnia Limited (HAFN)](/topic/$hafn) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Neural Protocol (NRP)](/topic/$nrp) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc) [Seadrill Limited (SDRL)](/topic/$sdrl) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Matsons, Inc. (MATX)](/topic/$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](https://x.com/MarhelmData/status/1996584637116670044)  2025-12-04T14:17Z 15.8K followers, 2363 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](https://x.com/MarhelmData/status/1983598716495044834)  2025-10-29T18:16Z 15.7K followers, 2296 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](https://x.com/MarhelmData/status/1978129567698030628)  2025-10-14T16:03Z 15.7K followers, 5600 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](https://x.com/MarhelmData/status/1993337306057785472)  2025-11-25T15:13Z 15.7K followers, 3271 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](https://x.com/MarhelmData/status/1994191674826731609)  2025-11-27T23:48Z 15.7K followers, 2510 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](https://x.com/MarhelmData/status/1995867869704524277)  2025-12-02T14:49Z 15.7K followers, 2741 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](https://x.com/MarhelmData/status/1998028817148084641)  2025-12-08T13:56Z 15.8K followers, 2801 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](https://x.com/MarhelmData/status/1998354794918907997)  2025-12-09T11:31Z 15.8K followers, 6175 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](https://x.com/MarhelmData/status/1877803877312999648)  2025-01-10T19:45Z 15.6K followers, 5843 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](https://x.com/MarhelmData/status/1919856294942384337)  2025-05-06T20:46Z 15.6K followers, 4968 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](https://x.com/MarhelmData/status/1943737664852664644)  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](https://x.com/MarhelmData/status/1951102168620212370)  2025-08-01T02:06Z 15.6K followers, 1916 engagements


"SEB: CMB has become an impressive company with XXX vessels and a strong earnings potential. PT of $XXX $CMBT"  
[X Link](https://x.com/MarhelmData/status/1975578283002765461)  2025-10-07T15:05Z 15.6K followers, 3916 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](https://x.com/MarhelmData/status/1981856632121495734)  2025-10-24T22:53Z 15.6K followers, 3681 engagements


"$STNG Q3 2025"  
[X Link](https://x.com/MarhelmData/status/1983938487863927212)  2025-10-30T16:46Z 15.6K followers, 2029 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](https://x.com/MarhelmData/status/1986214994698977566)  2025-11-05T23:32Z 15.7K followers, 2945 engagements


"Scorpio Tankers is renewing its fleet by selling four older MR tankers and acquiring four modern newbuildings supporting efficiency and age profile improvements $STNG"  
[X Link](https://x.com/MarhelmData/status/1987780594248352112)  2025-11-10T07:13Z 15.6K followers, 2044 engagements


"BRASKEM SIGNS DEAL WITH ALAGOAS STATE TO LIMIT LIABILITY IG4 IN TALKS WITH NOVONOR FOR CHANGE OF CONTROL"  
[X Link](https://x.com/MarhelmData/status/1988072273845129364)  2025-11-11T02:32Z 15.6K followers, 2742 engagements


"Scorpio Tankers signs LOIs to build X VLCCs at Hanwha Ocean (S. Korea) $128M each deliveries in Q3Q4 2028. $STNG"  
[X Link](https://x.com/MarhelmData/status/1988276612576801252)  2025-11-11T16:04Z 15.6K followers, 2290 engagements


"US Gulf MR tanker rates surged to $875k/voyage (from $440k Nov 5) on strong Caribbean & E. Mexico demand amid rising US naval buildup near Venezuela. At least XX MRs (6mn bbls) were fixed on Nov XX easing fears of supply risk driving the spike. $STNG $TRMD $ASC"  
[X Link](https://x.com/MarhelmData/status/1988910424104767547)  2025-11-13T10:02Z 15.6K followers, 2059 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](https://x.com/MarhelmData/status/1989801122132103348)  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](https://x.com/MarhelmData/status/1990440292990828874)  2025-11-17T15:22Z 15.6K followers, 4367 engagements


"Oceanias seasonal demand is tightening CPP flows keeping LRs/MRs busy in Asia-Pac. More NEA barrels now ship on LRs lifting freight and narrowing the LRMR gap. Even with NEA exports easing in Dec rising SEA supply keeps MR/LR employment firm. $TRMD $STNG $HAFNI"  
[X Link](https://x.com/MarhelmData/status/1990852646874370466)  2025-11-18T18:40Z 15.6K followers, 2565 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](https://x.com/MarhelmData/status/1991125797243945235)  2025-11-19T12:45Z 15.6K followers, 2901 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](https://x.com/MarhelmData/status/1991570932104851531)  2025-11-20T18:14Z 15.6K followers, 3050 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](https://x.com/MarhelmData/status/1992000607855730922)  2025-11-21T22:42Z 15.6K followers, 3669 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](https://x.com/MarhelmData/status/1992273309355151711)  2025-11-22T16:45Z 15.6K followers, 7548 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](https://x.com/MarhelmData/status/1993337226923819042)  2025-11-25T15:13Z 15.6K followers, 2810 engagements


"VLCCs eastbound Gulf hit $150k/day highest since Apr 2020 $FRO $INSW $DHT $OET"  
[X Link](https://x.com/MarhelmData/status/1993683011099927031)  2025-11-26T14:07Z 15.6K followers, 3127 engagements


"$CMBT Q3 weak due to market dip but Q4 booming: Capesize $20.5k/day now XX% booked at $26.3k/day Newcastlemax $29.4k/day VLCC $30.5k/day now XX% booked at $68k/day Suezmax $48.2k/day Dividend $0.05/share Backlog $2.95B Fleet refresh + newbuilds underway"  
[X Link](https://x.com/MarhelmData/status/1993683112769827063)  2025-11-26T14:07Z 15.6K followers, 2262 engagements


"$HAFNI enters winter locked and loaded: XX% of Q4 days are fixed at $25610/day and XX% of 2026 is already covered. Strong forward book + tightening supply = bullish setup"  
[X Link](https://x.com/MarhelmData/status/1995515920224227546)  2025-12-01T15:30Z 15.6K followers, 2810 engagements


"PADD X just pulled a wave of MR voyages from NE Asia as an open arb and a refinery outage drew tonnage to the USWC. With prompt supply tightening and vessels ballasting to South America APAC MR freight stays supported and regionally tight. $STNG $TRMD"  
[X Link](https://x.com/MarhelmData/status/1995867927388848150)  2025-12-02T14:49Z 15.6K followers, 2419 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](https://x.com/MarhelmData/status/1996861886059700336)  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](https://x.com/MarhelmData/status/1996902742229680557)  2025-12-05T11:21Z 15.6K followers, 2132 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](https://x.com/MarhelmData/status/1997863393588310286)  2025-12-08T02:58Z 15.8K followers, 1867 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](https://x.com/MarhelmData/status/1786000931261170095)  2024-05-02T11:52Z 15.7K followers, 3578 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](https://x.com/MarhelmData/status/1932800543652786655)  2025-06-11T14:02Z 15.7K followers, 2001 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](https://x.com/MarhelmData/status/1992976075647840725)  2025-11-24T15:18Z 15.8K 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](https://x.com/MarhelmData/status/1993033011496100333)  2025-11-24T19:04Z 15.8K followers, 13.7K 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](https://x.com/MarhelmData/status/1997672304168280541)  2025-12-07T14:19Z 15.8K followers, 3758 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](https://x.com/MarhelmData/status/1998397235713712512)  2025-12-09T14:20Z 15.8K followers, 2111 engagements