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

Marhelm posts on X about $fro, rates, $dht, $oet the most. They currently have XXXXXX followers and XXX 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 -X%
- 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 +9.50%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXXXX +17%

### 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 +0.58%
- X Month XXXXXX +1%
- X Months XXXXXX +7.80%
- X Year XXXXXX +20%

### CreatorRank: XXXXXXXXX [#](/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 [#](/creator/twitter::1624826468458016773/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$fro](/topic/$fro) #252, [rates](/topic/rates) #1128, [$dht](/topic/$dht) 2.05%, [$oet](/topic/$oet) #1, [$5e2si](/topic/$5e2si) 1.14%, [$gsl](/topic/$gsl) #2, [$glng](/topic/$glng) #2, [$zim](/topic/$zim) #12, [$insw](/topic/$insw) #3, [$pbr](/topic/$pbr) #23

**Top accounts mentioned or mentioned by**
[@aagresearch](/creator/undefined) [@traderferg](/creator/undefined) [@larrybird19701](/creator/undefined) [@enoshimaku](/creator/undefined) [@fmonaldi](/creator/undefined) [@matabrewing](/creator/undefined) [@birdseye88](/creator/undefined) [@mfwarder](/creator/undefined) [@zhanghongz25934](/creator/undefined) [@marcinrenew](/creator/undefined) [@hexlint](/creator/undefined) [@jpae380](/creator/undefined) [@pandersland](/creator/undefined) [@irbezek](/creator/undefined) [@edeichman](/creator/undefined) [@teconomics](/creator/undefined) [@gaughanrogue](/creator/undefined) [@mercoglianos](/creator/undefined) [@michaeltanchum](/creator/undefined) [@dattcapital](/creator/undefined)

**Top assets mentioned**
[Frontline Ltd. (FRO)](/topic/$fro) [dHedge DAO (DHT)](/topic/$dht) [Golar LNG Ltd (GLNG)](/topic/$glng) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [PolkaBridge (PBR)](/topic/$pbr) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Ormeus Ecosystem (ECO)](/topic/$eco) [Validity (VAL)](/topic/$val) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk) [Noble Corporation (NE)](/topic/$ne) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [BTU Protocol (BTU)](/topic/$btu) [Neural Protocol (NRP)](/topic/$nrp) [Tokenomy (TEN)](/topic/$ten) [VALE S.A. (VALE)](/topic/$vale) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [69Coin (69)](/topic/$69) [Exxon Mobil (XOM)](/topic/exxon-mobil) [EURONAV NV (CMBT)](/topic/$cmbt) [Seadrill Limited (SDRL)](/topic/$sdrl) [Transocean LTD. (RIG)](/topic/$rig)
### Top Social Posts [#](/creator/twitter::1624826468458016773/posts)
---
Top posts by engagements in the last XX hours

"$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) [@MarhelmData](/creator/x/MarhelmData) 2025-08-01T02:06Z 15.3K followers, 1896 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](https://x.com/MarhelmData/status/1951102258105680040) [@MarhelmData](/creator/x/MarhelmData) 2025-08-01T02:06Z 15.3K followers, 1803 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](https://x.com/MarhelmData/status/1978129640515391792) [@MarhelmData](/creator/x/MarhelmData) 2025-10-14T16:03Z 15.3K followers, 2088 engagements


"Arctic is expecting guidance to be revised downwards for containers in Q3. Tonnage providers could take a hit if contracts end up being renegotiated. $DAC $ZIM $GSL"  
[X Link](https://x.com/MarhelmData/status/1974158737679265814) [@MarhelmData](/creator/x/MarhelmData) 2025-10-03T17:04Z 15.3K followers, 3235 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](https://x.com/MarhelmData/status/1971617323967828202) [@MarhelmData](/creator/x/MarhelmData) 2025-09-26T16:46Z 15.3K followers, 4481 engagements


"ABG observes a slight increase of vessels passing through the Red Sea. This could be temporary but a full reopening would mean a drop of XX percent in containter demand. $DAC $ZIM $GSL"  
[X Link](https://x.com/MarhelmData/status/1962930153287201064) [@MarhelmData](/creator/x/MarhelmData) 2025-09-02T17:26Z 15.3K followers, 2191 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](https://x.com/MarhelmData/status/1973592271330353617) [@MarhelmData](/creator/x/MarhelmData) 2025-10-02T03:33Z 15.3K followers, 2971 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](https://x.com/MarhelmData/status/1972672114076344383) [@MarhelmData](/creator/x/MarhelmData) 2025-09-29T14:37Z 15.3K followers, 2087 engagements


"LPG rates rose across key routes this week despite the Nor-Shipping event. BLPG1 hit $XXXXX BLPG2 $XXXXX and BLPG3 $XXXXXX. TCEs reached $54198/day $67519/day and $51372/day respectively driven by tight tonnage and widening arbitrage. $BWLPG.OL $LPG"  
[X Link](https://x.com/MarhelmData/status/1932082131330634024) [@MarhelmData](/creator/x/MarhelmData) 2025-06-09T14:27Z 15.3K followers, 2683 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](https://x.com/MarhelmData/status/1978077327159369807) [@MarhelmData](/creator/x/MarhelmData) 2025-10-14T12:36Z 15.3K followers, 2400 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](https://x.com/MarhelmData/status/1978524468717723885) [@MarhelmData](/creator/x/MarhelmData) 2025-10-15T18:12Z 15.3K followers, 2736 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](https://x.com/MarhelmData/status/1963351956526669879) [@MarhelmData](/creator/x/MarhelmData) 2025-09-03T21:22Z 15.3K followers, 5874 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](https://x.com/MarhelmData/status/1976089615301062861) [@MarhelmData](/creator/x/MarhelmData) 2025-10-09T00:57Z 15.3K followers, 3922 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](https://x.com/MarhelmData/status/1970459294492447182) [@MarhelmData](/creator/x/MarhelmData) 2025-09-23T12:04Z 15.3K followers, 4126 engagements


"Asia's LNG imports are set to reach XXXXX million metric tons in June slightly down from May's XXXXX million but up XXX% from June 2023. India's demand supports this steady import level $FLNG $DLNG"  
[X Link](https://x.com/MarhelmData/status/1805207112504447112) [@MarhelmData](/creator/x/MarhelmData) 2024-06-24T11:51Z 15.3K followers, 2449 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](https://x.com/MarhelmData/status/1974815233798512786) [@MarhelmData](/creator/x/MarhelmData) 2025-10-05T12:33Z 15.3K followers, 6299 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](https://x.com/MarhelmData/status/1973796662868095094) [@MarhelmData](/creator/x/MarhelmData) 2025-10-02T17:06Z 15.3K followers, 3706 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](https://x.com/MarhelmData/status/1941529291814265204) [@MarhelmData](/creator/x/MarhelmData) 2025-07-05T16:07Z 15.3K followers, 5002 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](https://x.com/MarhelmData/status/1975209964500304123) [@MarhelmData](/creator/x/MarhelmData) 2025-10-06T14:42Z 15.3K followers, 3536 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](https://x.com/MarhelmData/status/1975900925282918532) [@MarhelmData](/creator/x/MarhelmData) 2025-10-08T12:27Z 15.3K followers, 3709 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](https://x.com/MarhelmData/status/1969792849311920501) [@MarhelmData](/creator/x/MarhelmData) 2025-09-21T15:56Z 15.3K followers, 6904 engagements


"Despite increasing orders for methanol and ammonia engines LNG maintains its dominance in lower-carbon shipping due to price supply and infrastructure advantages. LNG-fueled vessels globally exceed 2400 with 1000 more ordered $DLNG $FLNG $GLNG"  
[X Link](https://x.com/MarhelmData/status/1782494484485554675) [@MarhelmData](/creator/x/MarhelmData) 2024-04-22T19:39Z 15.3K followers, 4828 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](https://x.com/MarhelmData/status/1976375238888988727) [@MarhelmData](/creator/x/MarhelmData) 2025-10-09T19:52Z 15.3K followers, 2378 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](https://x.com/MarhelmData/status/1976089540059091233) [@MarhelmData](/creator/x/MarhelmData) 2025-10-09T00:57Z 15.3K followers, 1717 engagements


"Two Indian refiners bought 4M bbls of Guyanese crude from ExxonMobil marking rare imports from the South American producer. IOC took 2M bbls of Golden Arrowhead HPCL 2M bbls of Liza & Unity Gold. delivery in Dec 2025Jan 2026. Guyana's output is now 770k bpd. $XOM"  
[X Link](https://x.com/MarhelmData/status/1979255184569123285) [@MarhelmData](/creator/x/MarhelmData) 2025-10-17T18:36Z 15.3K followers, 1682 engagements


""When dry bulk gains a bit more momentum as we have started seeing we could easily see Starbulk move XX percent and still be cheap" Great observations from Arctic as we looked at the relative potential of CMBT Himalaya and Starbulk $CMBT $HSHP $SBLK"  
[X Link](https://x.com/MarhelmData/status/1972714142562705454) [@MarhelmData](/creator/x/MarhelmData) 2025-09-29T17:24Z 15.3K followers, 4337 engagements


"Marhelm had a value-packed talk with @trader_ferg today. $WHC.AX $SDRL $1MZ.SI $5E2.SI Insights: - Whitehaven a possible double - Seatrium a possible 4-bagger - Nam Cheong even more torque We will post the interview for Marhelm subscribers later this week"  
[X Link](https://x.com/MarhelmData/status/1876306130085028318) [@MarhelmData](/creator/x/MarhelmData) 2025-01-06T16:33Z 15.3K followers, 3919 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](https://x.com/MarhelmData/status/1975578108293251139) [@MarhelmData](/creator/x/MarhelmData) 2025-10-07T15:05Z 15.3K followers, 3261 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](https://x.com/MarhelmData/status/1977410420945330591) [@MarhelmData](/creator/x/MarhelmData) 2025-10-12T16:25Z 15.3K followers, 2325 engagements


"Golar LNG makes its third bond market play lining up banks for a $XXX million refinancing; investor talks start today. $GLNG"  
[X Link](https://x.com/MarhelmData/status/1970106278115721506) [@MarhelmData](/creator/x/MarhelmData) 2025-09-22T12:41Z 15.3K followers, 2843 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](https://x.com/MarhelmData/status/1978450063744500164) [@MarhelmData](/creator/x/MarhelmData) 2025-10-15T13:17Z 15.3K followers, 2266 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](https://x.com/MarhelmData/status/1967727218379104421) [@MarhelmData](/creator/x/MarhelmData) 2025-09-15T23:08Z 15.3K followers, 5607 engagements


"New Marhelm interview with Thomas Lister CEO of X% yielding $GSL is live for subscribers. We dive into the backlog the strategy and shareholder return merchanisms"  
[X Link](https://x.com/MarhelmData/status/1976216538010300850) [@MarhelmData](/creator/x/MarhelmData) 2025-10-09T09:21Z 15.3K followers, 2527 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](https://x.com/MarhelmData/status/1973592165646553163) [@MarhelmData](/creator/x/MarhelmData) 2025-10-02T03:33Z 15.3K followers, 6924 engagements


"OSV shipbuilder Nam Cheong has made a XX percent move since we covered it at the beginning of the year. @trader_ferg laid out to us why he saw more potential here than in another forgotten shipbuilder. $1MZ.SI $5E2.SI"  
[X Link](https://x.com/MarhelmData/status/1894748905318777030) [@MarhelmData](/creator/x/MarhelmData) 2025-02-26T13:58Z 15.3K followers, 5776 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](https://x.com/MarhelmData/status/1978077246842642928) [@MarhelmData](/creator/x/MarhelmData) 2025-10-14T12:35Z 15.3K followers, 4376 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](https://x.com/MarhelmData/status/1977734583828226498) [@MarhelmData](/creator/x/MarhelmData) 2025-10-13T13:54Z 15.3K followers, 2501 engagements


"US TREASURY PLACES KEY CHINESE OIL TERMINAL AND PETROCHEMICAL COMPANY ON OFAC LIST FOR HANDLING MILLIONS OF BARRELS OF IRANIAN CRUDE"  
[X Link](https://x.com/MarhelmData/status/1977466080965861565) [@MarhelmData](/creator/x/MarhelmData) 2025-10-12T20:07Z 15.3K followers, 5080 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](https://x.com/MarhelmData/status/1970930767598592083) [@MarhelmData](/creator/x/MarhelmData) 2025-09-24T19:18Z 15.3K followers, 5498 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) [@MarhelmData](/creator/x/MarhelmData) 2025-05-06T20:46Z 15.3K followers, 4907 engagements


"Esgian: Were expecting further consolidation in the jack-up market with bigger players looking for fleet growth and higher operating efficiencies. This is making Borr a potential acquisition target. $BORR $VAL $NE $PLSV"  
[X Link](https://x.com/MarhelmData/status/1954929197543231682) [@MarhelmData](/creator/x/MarhelmData) 2025-08-11T15:33Z 15.3K followers, 8893 engagements


"The Brazilian market is beaten down and the real has depreciated against the dollar. On the other side the country is a giant in the commodity space and the home to strong industry names. Brazil will be a key focus at our talk with @fmonaldi. $PBR $VALE $BAK $EWZ"  
[X Link](https://x.com/MarhelmData/status/1918008139409944634) [@MarhelmData](/creator/x/MarhelmData) 2025-05-01T18:22Z 15.3K followers, 5820 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) [@MarhelmData](/creator/x/MarhelmData) 2025-10-14T16:03Z 15.3K followers, 3834 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"  
[X Link](https://x.com/MarhelmData/status/1872392256717824395) [@MarhelmData](/creator/x/MarhelmData) 2024-12-26T21:21Z 15.3K followers, 3593 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](https://x.com/MarhelmData/status/1956565269058396480) [@MarhelmData](/creator/x/MarhelmData) 2025-08-16T03:54Z 15.3K followers, 2384 engagements


"LPG stocks face rough seas ahead. A wave of newbuilds from 2026 is set to pressure VLGC rates with $BWLPG and $LPG feeling the squeeze"  
[X Link](https://x.com/MarhelmData/status/1976626754057122188) [@MarhelmData](/creator/x/MarhelmData) 2025-10-10T12:31Z 15.3K followers, 1740 engagements


"Fund manager Gabriel Castro is coming back to Marhelm for a new talk. We will discuss some highly interesting names such as Golar Kosmos Energy BW Energy and copper miner Atalaya. $GLNG $KOS $BWE.OL $ATYM"  
[X Link](https://x.com/MarhelmData/status/1957862164363948276) [@MarhelmData](/creator/x/MarhelmData) 2025-08-19T17:48Z 15.3K followers, 3720 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](https://x.com/MarhelmData/status/1977783830363742676) [@MarhelmData](/creator/x/MarhelmData) 2025-10-13T17:09Z 15.3K followers, 2155 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) [@MarhelmData](/creator/x/MarhelmData) 2025-07-11T18:22Z 15.3K followers, 8223 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](https://x.com/MarhelmData/status/1977022916635377704) [@MarhelmData](/creator/x/MarhelmData) 2025-10-11T14:46Z 15.3K followers, 2229 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](https://x.com/MarhelmData/status/1978077419253772531) [@MarhelmData](/creator/x/MarhelmData) 2025-10-14T12:36Z 15.3K followers, 3063 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@MarhelmData Avatar @MarhelmData Marhelm

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

Engagements: XXXXX #

Engagements Line Chart

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

Mentions: XX #

Mentions Line Chart

  • X Week XX +9.50%
  • X Month XXX -XX%
  • X Months XXX -XX%
  • X Year XXXXX +17%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.58%
  • X Month XXXXXX +1%
  • X Months XXXXXX +7.80%
  • X Year XXXXXX +20%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence cryptocurrencies XXXX% finance XXXX% countries XXXX% stocks XXXX% technology brands XXXX%

Social topic influence $fro #252, rates #1128, $dht 2.05%, $oet #1, $5e2si 1.14%, $gsl #2, $glng #2, $zim #12, $insw #3, $pbr #23

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

Top assets mentioned Frontline Ltd. (FRO) dHedge DAO (DHT) Golar LNG Ltd (GLNG) ZIM Integrated Shipping Services Ltd. (ZIM) International Seaways, Inc. Common Stock (INSW) PolkaBridge (PBR) Scorpio Tankers Inc. (STNG) Ormeus Ecosystem (ECO) Validity (VAL) Star Bulk Carriers Corp. (SBLK) Noble Corporation (NE) Alpha Metallurgical Resources, Inc. (AMR) Alliance Resource Partners LP (ARLP) BTU Protocol (BTU) Neural Protocol (NRP) Tokenomy (TEN) VALE S.A. (VALE) Kosmos Energy Ltd. (KOS) TORM plc Class A Common Stock (TRMD) 69Coin (69) Exxon Mobil (XOM) EURONAV NV (CMBT) Seadrill Limited (SDRL) Transocean LTD. (RIG)

Top Social Posts #


Top posts by engagements in the last XX hours

"$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 @MarhelmData 2025-08-01T02:06Z 15.3K followers, 1896 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 15.3K followers, 1803 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 15.3K followers, 2088 engagements

"Arctic is expecting guidance to be revised downwards for containers in Q3. Tonnage providers could take a hit if contracts end up being renegotiated. $DAC $ZIM $GSL"
X Link @MarhelmData 2025-10-03T17:04Z 15.3K followers, 3235 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 15.3K followers, 4481 engagements

"ABG observes a slight increase of vessels passing through the Red Sea. This could be temporary but a full reopening would mean a drop of XX percent in containter demand. $DAC $ZIM $GSL"
X Link @MarhelmData 2025-09-02T17:26Z 15.3K followers, 2191 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 15.3K followers, 2971 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 15.3K followers, 2087 engagements

"LPG rates rose across key routes this week despite the Nor-Shipping event. BLPG1 hit $XXXXX BLPG2 $XXXXX and BLPG3 $XXXXXX. TCEs reached $54198/day $67519/day and $51372/day respectively driven by tight tonnage and widening arbitrage. $BWLPG.OL $LPG"
X Link @MarhelmData 2025-06-09T14:27Z 15.3K followers, 2683 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 15.3K followers, 2400 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 15.3K followers, 2736 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 15.3K followers, 5874 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 15.3K followers, 3922 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 15.3K followers, 4126 engagements

"Asia's LNG imports are set to reach XXXXX million metric tons in June slightly down from May's XXXXX million but up XXX% from June 2023. India's demand supports this steady import level $FLNG $DLNG"
X Link @MarhelmData 2024-06-24T11:51Z 15.3K followers, 2449 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 15.3K followers, 6299 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 15.3K followers, 3706 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 15.3K followers, 5002 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 15.3K followers, 3536 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 15.3K followers, 3709 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 15.3K followers, 6904 engagements

"Despite increasing orders for methanol and ammonia engines LNG maintains its dominance in lower-carbon shipping due to price supply and infrastructure advantages. LNG-fueled vessels globally exceed 2400 with 1000 more ordered $DLNG $FLNG $GLNG"
X Link @MarhelmData 2024-04-22T19:39Z 15.3K followers, 4828 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 15.3K followers, 2378 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 15.3K followers, 1717 engagements

"Two Indian refiners bought 4M bbls of Guyanese crude from ExxonMobil marking rare imports from the South American producer. IOC took 2M bbls of Golden Arrowhead HPCL 2M bbls of Liza & Unity Gold. delivery in Dec 2025Jan 2026. Guyana's output is now 770k bpd. $XOM"
X Link @MarhelmData 2025-10-17T18:36Z 15.3K followers, 1682 engagements

""When dry bulk gains a bit more momentum as we have started seeing we could easily see Starbulk move XX percent and still be cheap" Great observations from Arctic as we looked at the relative potential of CMBT Himalaya and Starbulk $CMBT $HSHP $SBLK"
X Link @MarhelmData 2025-09-29T17:24Z 15.3K followers, 4337 engagements

"Marhelm had a value-packed talk with @trader_ferg today. $WHC.AX $SDRL $1MZ.SI $5E2.SI Insights: - Whitehaven a possible double - Seatrium a possible 4-bagger - Nam Cheong even more torque We will post the interview for Marhelm subscribers later this week"
X Link @MarhelmData 2025-01-06T16:33Z 15.3K followers, 3919 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 15.3K followers, 3261 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 15.3K followers, 2325 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 15.3K followers, 2843 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 15.3K followers, 2266 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 15.3K followers, 5607 engagements

"New Marhelm interview with Thomas Lister CEO of X% yielding $GSL is live for subscribers. We dive into the backlog the strategy and shareholder return merchanisms"
X Link @MarhelmData 2025-10-09T09:21Z 15.3K followers, 2527 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 15.3K followers, 6924 engagements

"OSV shipbuilder Nam Cheong has made a XX percent move since we covered it at the beginning of the year. @trader_ferg laid out to us why he saw more potential here than in another forgotten shipbuilder. $1MZ.SI $5E2.SI"
X Link @MarhelmData 2025-02-26T13:58Z 15.3K followers, 5776 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 15.3K followers, 4376 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 15.3K followers, 2501 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 15.3K followers, 5080 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 15.3K followers, 5498 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 15.3K followers, 4907 engagements

"Esgian: Were expecting further consolidation in the jack-up market with bigger players looking for fleet growth and higher operating efficiencies. This is making Borr a potential acquisition target. $BORR $VAL $NE $PLSV"
X Link @MarhelmData 2025-08-11T15:33Z 15.3K followers, 8893 engagements

"The Brazilian market is beaten down and the real has depreciated against the dollar. On the other side the country is a giant in the commodity space and the home to strong industry names. Brazil will be a key focus at our talk with @fmonaldi. $PBR $VALE $BAK $EWZ"
X Link @MarhelmData 2025-05-01T18:22Z 15.3K followers, 5820 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 15.3K followers, 3834 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"
X Link @MarhelmData 2024-12-26T21:21Z 15.3K followers, 3593 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 15.3K followers, 2384 engagements

"LPG stocks face rough seas ahead. A wave of newbuilds from 2026 is set to pressure VLGC rates with $BWLPG and $LPG feeling the squeeze"
X Link @MarhelmData 2025-10-10T12:31Z 15.3K followers, 1740 engagements

"Fund manager Gabriel Castro is coming back to Marhelm for a new talk. We will discuss some highly interesting names such as Golar Kosmos Energy BW Energy and copper miner Atalaya. $GLNG $KOS $BWE.OL $ATYM"
X Link @MarhelmData 2025-08-19T17:48Z 15.3K followers, 3720 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 15.3K followers, 2155 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 15.3K followers, 8223 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 15.3K followers, 2229 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 15.3K followers, 3063 engagements

@MarhelmData
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