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

Marhelm posts on X about $fro, $dht, $oet, dividend the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [------] +58%
- [--] Month [-------] -43%
- [--] Months [---------] +46%
- [--] Year [---------] -24%

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

- [--] Month [---] -40%
- [--] Months [---] +19%
- [--] Year [-----] +9.10%

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

- [--] Week [------] +0.18%
- [--] Month [------] +2%
- [--] Months [------] +15%
- [--] Year [------] +24%

### CreatorRank: [---------] [#](/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**
[stocks](/list/stocks)  39.73% [finance](/list/finance)  23.29% [countries](/list/countries)  21.92% [cryptocurrencies](/list/cryptocurrencies)  20.55% [currencies](/list/currencies)  4.79% [travel destinations](/list/travel-destinations)  2.74% [celebrities](/list/celebrities)  2.05%

**Social topic influence**
[$fro](/topic/$fro) #321, [$dht](/topic/$dht) #7, [$oet](/topic/$oet) #4, [dividend](/topic/dividend) #642, [strong](/topic/strong) 8.22%, [$insw](/topic/$insw) #3, [oil](/topic/oil) 6.16%, [$clco](/topic/$clco) 6.16%, [china](/topic/china) 4.11%, [$stng](/topic/$stng) 4.11%

**Top accounts mentioned or mentioned by**
[@traderferg](/creator/undefined) [@ed_eichman](/creator/undefined) [@dattcapital](/creator/undefined) [@lingmerthstefan](/creator/undefined) [@hkuppy](/creator/undefined) [@icbarrett](/creator/undefined) [@cornelialake](/creator/undefined) [@tommydeepwater](/creator/undefined) [@ultradeep3](/creator/undefined) [@charlesbonnerjr](/creator/undefined) [@kryptokencpu](/creator/undefined) [@calvinfroedge](/creator/undefined) [@timmmbabwe](/creator/undefined) [@sonicsharesetfs](/creator/undefined)

**Top assets mentioned**
[Frontline Ltd. (FRO)](/topic/$fro) [dHedge DAO (DHT)](/topic/$dht) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [Cool Company Ltd. (CLCO)](/topic/$clco) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Transocean LTD. (RIG)](/topic/$rig) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [Peabody Energy Corporation (BTU)](/topic/$btu) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Validity (VAL)](/topic/$val) [Tidewater, Inc. (TDW)](/topic/$tdw) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [PolkaBridge (PBR)](/topic/$pbr) [Costamare Inc. (CMRE)](/topic/$cmre) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Borr Drilling Limited (BORR)](/topic/$borr) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Danaos Corporation (DAC)](/topic/$dac) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Phillips [--] (PSX)](/topic/phillips-66) [EURONAV NV (CMBT)](/topic/$cmbt) [Tokenomy (TEN)](/topic/$ten) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Golar LNG Ltd (GLNG)](/topic/$glng) [Ecopetrol S.A (EC)](/topic/$ec)
### Top Social Posts
Top posts by engagements in the last [--] hours

"VLCCs are on a tear. Total tonne-miles hit 20.8b/day in early Nov blowing through the [------] 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 17.2K followers, [----] 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 17.2K followers, [----] engagements


"VLCCs blast into 6-digit territory TD3C MEGAsia jumps $37000 to $125100/day the highest since [------] peaks. Tight tonnage scarce ships and bullish sentiment. Owners calling the shots. Winters coming and tankers are feasting. $FRO $OET $INSW"  
[X Link](https://x.com/MarhelmData/status/1983878113214730309)  2025-10-30T12:46Z 17.2K followers, [----] engagements


"Week over week collapse in TransPac container rates - China to US West Coast down 30% in just a week $CMRE $ZIM $MATX $DAC $GSL"  
[X Link](https://x.com/MarhelmData/status/1992273309355151711)  2025-11-22T16:45Z 17.2K followers, [----] engagements


"VLGC demand surges: Middle East spot fixtures hit $88000/day as LPG carriers remain hot. Forward deals hint rates may ease soon. $LPG $BWLPG"  
[X Link](https://x.com/MarhelmData/status/2021230162881249519)  2026-02-10T14:29Z 17.2K followers, [----] engagements


"2020 Bulkers: Sells final [--] ships books $178M gain leaving $311M post-debt. Signals most cash will return to shareholders. Declares US$0.63/share dividends. January [----] TCE US$30800/day dividend US$0.15/share"  
[X Link](https://x.com/MarhelmData/status/2021563146746646603)  2026-02-11T12:33Z 17.2K followers, [----] engagements


"$BAK #BRKM5 Brazilian Congress triples tax benefits for chemical industry for [----] in a surprise move bridging domestic producers till [----] PRESIQ benefits Estimated $290M benefit to Braskem bottom line for [----] per reports"  
[X Link](https://x.com/MarhelmData/status/2021569568611643489)  2026-02-11T12:58Z 17.2K followers, [----] engagements


"India cracks down on the shadow fleet: Coast Guard seizes [--] sanctioned tankers (Chiltern Asphalt Star & Stellar Ruby) off Mumbai targeting oil smuggling tied to Russia Iran & Venezuela. Shift in policy against a 1500-ship dark fleet"  
[X Link](https://x.com/MarhelmData/status/2021230264400199820)  2026-02-10T14:30Z 17.2K followers, [----] engagements


"Oil stocks are ballooning: +37 mb in Dec +477 mb in [----] (=1.3 mb/d) China +111 mb Oil on water +248 mb (72% sanctioned) OECD +3.9 mb (above 5-yr avg first time since 2021) Jan prelim: +49 mb Supply stacking up"  
[X Link](https://x.com/MarhelmData/status/2021941404289970572)  2026-02-12T13:36Z 17.2K followers, [----] engagements


"$STNG Q4 print: Net income $128.1M EPS $2.72 basic / $2.59 diluted Adj. net $80.0M (ex vessel gains & FV items) Board declares $0.45/share dividend (paid Mar [--] 2026; record Mar 6). [--------] shares out. The cash machine is still running"  
[X Link](https://x.com/MarhelmData/status/2021941618987921724)  2026-02-12T13:37Z 17.2K followers, [----] engagements


"OSV shipbuilder Nam Cheong has made a [--] 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)  2025-02-26T13:58Z 17.2K followers, [----] 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"  
[X Link](https://x.com/MarhelmData/status/1910690826042417553)  2025-04-11T13:46Z 17.2K followers, [----] 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 17.2K followers, [----] engagements


"We were ahead of the recent move in coal thanks to our talk with Matt Warder. Alpha Metallurgical jumped [--] 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)  2025-07-05T16:07Z 17.2K followers, [----] engagements


"$SUBCY flexes strength: $11.8B backlog + rising margins = reinforced [----] 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 17.2K followers, [----] engagements


"LNG carrier rates are exploding: spot levels have jumped from $80000/day last week to $100000105000/day. Charterers told to take it or move aside as confidence in more hikes builds. The LNG market just flipped into full boom mode. $FLNG $CLCO $ALNG"  
[X Link](https://x.com/MarhelmData/status/1990378989505155217)  2025-11-17T11:18Z 17.2K followers, [----] 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 17.2K followers, [----] engagements


"LNG spot rates heating Atlantic cargoes $150k/day as Dec demand crushes tonnage. Eyes on [----] newbuilds will the rate rally hold $CLCO $FLNG $ALNG"  
[X Link](https://x.com/MarhelmData/status/1992976143104782835)  2025-11-24T15:18Z 17.2K followers, [----] engagements


"Pensum Group comments on the jackup vs deepwater market in a recent [--] minute subscriber exclusive Marhelm interview $BORR $RIG $VAL $TDW"  
[X Link](https://x.com/MarhelmData/status/1999545343180951939)  2025-12-12T18:22Z 17.2K followers, [----] engagements


"Houston based Westlake Chemical is ceasing operations completely at the following locations due to Chinese competition. They are shutting down all of their styrene production exiting that market completely and eliminating hundreds of jobs. $WLK"  
[X Link](https://x.com/MarhelmData/status/2001647140410663208)  2025-12-18T13:34Z 17.2K followers, 16K engagements


"Pacific MR remains firm. Tight vessel supply and high voyage counts support tonne-miles despite shorter distances. Pacific basin absorbing tonnage as route freight trends higher keeping fundamentals constructive. $STNG $ASC"  
[X Link](https://x.com/MarhelmData/status/2003460262008094858)  2025-12-23T13:38Z 17.2K followers, [----] engagements


"Specialty chemicals company Cabot Corp given BUY coverages from Jefferies with price target raised to $81 $CBT"  
[X Link](https://x.com/MarhelmData/status/2009355336214565345)  2026-01-08T20:03Z 17.2K followers, [----] engagements


"New Marhelm interview going live on the site with Paratus Energy. Discussion of the #oil drilling market including Aramco discussion the jackup market pipelaying service vessels etc. $PSLV.OL $BORR $RIG $TDW"  
[X Link](https://x.com/MarhelmData/status/2011470944506663206)  2026-01-14T16:10Z 17.2K followers, [----] engagements


"VLCC volatility upside again: rates crashed from $120k/day to $50k/day over Xmas now rebounding to $89k/day MEG and $96k/day USG. China Dec imports hit record [----] mb/d; paper pricing $100k/day for FebMar. $DHT $FRO $OET $INSW"  
[X Link](https://x.com/MarhelmData/status/2011802033875980315)  2026-01-15T14:05Z 17.2K followers, [----] engagements


"VLCCs are structurally stronger: longer AtlanticAsia hauls and consolidation across a 900-ship fleet are tightening availability. Fewer hands more charterer control. High utilisation = ship scarcity not oil demand. $DHT $INSW $FRO"  
[X Link](https://x.com/MarhelmData/status/2014003581406347556)  2026-01-21T15:54Z 17.2K followers, [----] engagements


"Canadas seaborne crude exports +61% y/y to [----] mn t in 2025; China-bound Aframaxes surge [--] [----] mn t in [--] yrs. Strong tailwind for Aframax demand & tanker earnings. Canada: [---] bn bbl 1.7% global seaborne loadings. $FRO $INSW"  
[X Link](https://x.com/MarhelmData/status/2014003757235802319)  2026-01-21T15:54Z 17.2K followers, [----] engagements


"First LNG cargo loads from Santos' Barossa Company posts +15% sales improve vs Q3 $sto.ax"  
[X Link](https://x.com/MarhelmData/status/2014105153138209266)  2026-01-21T22:37Z 17.2K followers, [----] engagements


"Valero & Phillips [--] bought two Venezuelan crude cargoes from Vitol part of [--] million barrels US deal at $8.50$9.50/bbl discount to Brent ($65/bbl)"  
[X Link](https://x.com/MarhelmData/status/2014285292719440281)  2026-01-22T10:33Z 17.2K followers, [----] engagements


"Venezuelan crude trade shifts to non-sanctioned tankers. Trafigura fixed [--] Suezmaxes to load [------] t each (1 mn bbl) in early Feb. Europe-bound rates at WS125.5135 ($2.89/bbl). [--] vessels set to load from [--] Jan. $TNK $FRO"  
[X Link](https://x.com/MarhelmData/status/2014694494986236371)  2026-01-23T13:39Z 17.2K followers, [----] engagements


"U.S. refiners are buying Venezuelan crude at discounts post-political transition with Valero and Phillips [--] acquiring cargoes"  
[X Link](https://x.com/MarhelmData/status/2015592663278379291)  2026-01-26T01:08Z 17.2K followers, [----] engagements


"Arctic: Large tanker rates have surged from $40000/day to $120000/day so far in [----]. With earnings up 3x shipowners hold almost all the cards in the current market. $FRO $DHT $HAFNI"  
[X Link](https://x.com/MarhelmData/status/2015808288005226775)  2026-01-26T15:25Z 17.2K followers, [----] engagements


"Baker Hughes flexing order power Q4 [----] orders hit $7.9bn with record RPO of $35.9bn (IET: $32.4bn). FY [----] free cash flow reached $2.73bn EBITDA $4.83bn (+5% YoY). Flat revenue ($27.7bn) but momentum is clearly forward-looking. $BKR"  
[X Link](https://x.com/MarhelmData/status/2015808348684206575)  2026-01-26T15:25Z 17.2K followers, [----] engagements


"Saudi Aramco raises Feb LPG OSPs: propane $545/t (from $525/t) butane $540/t (from $520/t). Prices climb $20/t MoM across both products"  
[X Link](https://x.com/MarhelmData/status/2016860166998593991)  2026-01-29T13:05Z 17.2K followers, [----] engagements


"$DHT agrees to sell VLCC DHT Bauhinia (2007) for $51.5m. Delivery set for Jun/Jul [----]. Vessel is debt-free with expected gain of $34.2M"  
[X Link](https://x.com/MarhelmData/status/2017242085536014827)  2026-01-30T14:22Z 17.2K followers, [----] engagements


"Even shipping is in The Epstein Files Epstein wrote to his neighbor Roger Schank to "let the goyim deal in the real world" while we "short shipping futures." Schank worked in a high level position in the Trump organization from 2005-2007"  
[X Link](https://x.com/MarhelmData/status/2017597730260943040)  2026-01-31T13:55Z 17.2K followers, 54.3K engagements


"China's aluminium production reached a record high but capacity limits may shift demand to finished products affecting bauxite imports and vessel demand. This is potentially bullish aluminum prices while being bearish or neutral alumina/bauxite prices (refining bottleneck)"  
[X Link](https://x.com/MarhelmData/status/2018065309001802080)  2026-02-01T20:53Z 17.2K followers, [----] engagements


"Panama's Supreme Court ruled CK Hutchison's control of Panama Ports Company unconstitutional creating uncertainty in global shipping and advancing US goals to control the Panama Canal"  
[X Link](https://x.com/MarhelmData/status/2018065846367650281)  2026-02-01T20:56Z 17.2K followers, [----] engagements


"Frontline fixes Front Princess at $127001/day and Front Beauly at $137807/day (3 months) $50000/day higher than last week. $FRO $INSW $DHT $CMBT"  
[X Link](https://x.com/MarhelmData/status/2018323711091208641)  2026-02-02T14:00Z 17.2K followers, [----] engagements


"Sneak peek from upcoming subscriber interview with Fernresearch on shipping market and macro outlooks $FRO $ECO $CBMT $STNG $DHT $TRMD $INSW $NAT $TEN $ASC $PXS $SNI.OL $DIS.MI $ZIM $NMM $MPCC.OL $GSL $ESEA $DAC $CMRE $SBLK $SB $HSHP.OL $2020.OL $EDRY $GNK $USEA $DSX $PANL $SFL"  
[X Link](https://x.com/MarhelmData/status/2018329514523099616)  2026-02-02T14:23Z 17.2K followers, [----] engagements


"MR tankers are swinging back to the Pacific as earnings outshine the Atlantic. More MR2s are repositioning east with Pacific Basin vessel counts rising and net flows shifting from Atlantic to Pacific. $HAFNI $STNG $ASC"  
[X Link](https://x.com/MarhelmData/status/2018599132584427873)  2026-02-03T08:15Z 17.2K followers, [----] engagements


"$dht Q4 numbers - revenue increases 34% QoQ and 10% YoY $0.41 diluted EPS and dividend 2.9% shareholder yield for the quarter 67.5k average spot rate for fleet 78.9k average spot rate guidance for Q1 with 75% of revenue days booked"  
[X Link](https://x.com/MarhelmData/status/2019164617638047908)  2026-02-04T21:42Z 17.2K followers, [----] engagements


"$DHT sees a fundamental shift in VLCC ownership as private players consolidate ownership of25% of the modern fleet (rumored to be over [---] ships). Supply tightens premiums rise. Market chatter suggests a 1-year VLCC TC at approximately $85000/day"  
[X Link](https://x.com/MarhelmData/status/2019383541143085284)  2026-02-05T12:12Z 17.2K followers, [----] engagements


"Vale drops a $3B bomb: [--] triple-fuel ore carriers [--] Newcastlemaxes (210k dwt) [--] Guaibamaxes (325k dwt). 25+ yr charters FO/ethanol/methanol-ready. Game-changer for bulk shipping $VALE"  
[X Link](https://x.com/MarhelmData/status/2019383891564388737)  2026-02-05T12:13Z 17.2K followers, [----] engagements


"Dorian LPG is a yield monster. $50333/day TCE $1.11 EPS $0.70 div. [--] straight irregular dividends $960m cash back since IPO. VLGC supply is barely growing (only [--] deliveries in Q4) while demand stays hot. Rates do the talking. $LPG"  
[X Link](https://x.com/MarhelmData/status/2019470889524269161)  2026-02-05T17:59Z 17.2K followers, [----] engagements


"LR2/Afra spreads did the talking. Wide cleandirty gap pushed [--] vessels from clean to dirty. Januarys clean rebound looks like a head fake not a trend. Dirty still wins as clean share slides toward 45%. $TRMD $TNK"  
[X Link](https://x.com/MarhelmData/status/2019747263543751152)  2026-02-06T12:17Z 17.2K followers, [----] engagements


"Container shipping keeps adding more supply [---] mteu ordered in [----] (+290 kteu in Jan). Deliveries [---] kteu/month demolitions just [--] kteu all year. Result: chronic overcapacity as rates slump (WCI 43% in 2025). $ZIM $CMRE $GSL"  
[X Link](https://x.com/MarhelmData/status/2019747712179052904)  2026-02-06T12:19Z 17.2K followers, [----] engagements


"ArcelorMittal urges Americas including Brazil Canada and Mexico to tighten steel import rules following US tariffs and EU CBAM measures. Brazilian and Mexican steel output expands with new projects while import restrictions could further boost regional prices"  
[X Link](https://x.com/MarhelmData/status/2020609194978951309)  2026-02-08T21:22Z 17.2K followers, [----] engagements


"A major Guinean miner cut its 1Q26 bauxite long-term price signaling worsening fundamentals amid bauxite and alumina oversupply. Spot prices have fallen. Guineas export capacity has surged driven by mine restarts at Nimba. Aluminum remains strong on refining bottlenecks"  
[X Link](https://x.com/MarhelmData/status/2020609487883931934)  2026-02-08T21:23Z 17.2K followers, [----] engagements


"Rio Tinto and Glencore have terminated merger talks shelving a deal that could have created a mining giant. Rio cited insufficient shareholder value while Glencore said its assets especially copper were undervalued. Talkes failed for the third time since 2014"  
[X Link](https://x.com/MarhelmData/status/2020609791811358734)  2026-02-08T21:24Z 17.2K followers, [----] engagements


"EU corn imports shift from Ukraine to Brazil and the US due to logistical issues potentially increasing demand for Supramax and Panamax vessels"  
[X Link](https://x.com/MarhelmData/status/2020629273086959835)  2026-02-08T22:42Z 17.2K followers, [----] engagements


"ExxonMobil Guyana acquired the FPSO One Guyana from SBM Offshore for $2.32 billion with operations continuing under SBM until 2035"  
[X Link](https://x.com/MarhelmData/status/2020630287219339694)  2026-02-08T22:46Z 17.2K followers, [----] engagements


"Sanctions have forced Russia to reroute naphtha exports with key buyers like India and Taiwan reducing purchases. Exports to Venezuela have ceased and traders are using ship-to-ship transfers and storage hubs to manage excess supply"  
[X Link](https://x.com/MarhelmData/status/2020630347449512258)  2026-02-08T22:46Z 17.2K followers, [----] engagements


"$CMBT sold two 2012-built VLCCs; Ingrid & Ilma (314000 dwt each) locking in a USD 98.2mn capital gain. Vessel delivery and gain recognition are scheduled for Q2 2026"  
[X Link](https://x.com/MarhelmData/status/2020837305838367191)  2026-02-09T12:28Z 17.2K followers, [----] engagements


"Namibia has rejected offshore license transfers to TotalEnergies and Petrobras citing a lack of prior approval. Each planned to acquire 42.5% stakes in a Namibian block. The move comes amid oil sector reforms and may delay the first oil targeted for the end of the decade"  
[X Link](https://x.com/MarhelmData/status/2020837495282499805)  2026-02-09T12:29Z 17.2K followers, [----] engagements


"LR freight holds near a 15-month high with naphtha now the key demand driver. Clean LR supply stays tight despite [--] LR deliveries in [----] as strong EastWest economics and NE Asia pull support for longer-haul demand. $TRMD $INSW"  
[X Link](https://x.com/MarhelmData/status/2021229956311781625)  2026-02-10T14:29Z 17.2K followers, [----] engagements


"$HSHP shows strong leverage Q4-2025: Net profit USD 13.5mn EBITDA USD 33.3mn TCE USD 39600/day. [--] vessels fixed at USD 27700/day (Q1-26); Mount Elbrus fixed at USD 30000/day to Jun-26. Dividends rose USD [----] 0.13/share in Q4; Jan-26 TCE USD 32400/day"  
[X Link](https://x.com/MarhelmData/status/2021230025056350244)  2026-02-10T14:29Z 17.2K followers, [----] engagements


"Flex LNG delivered [----] TCE of $71728/day EBITDA of $251.1m and net income of $101.1m (EPS $1.87). LNG exports hit [---] MT (+4%) with [--] MTPA FID. Dividend: $0.75/share; cash $448m. $FLNG"  
[X Link](https://x.com/MarhelmData/status/2021562922359771592)  2026-02-11T12:32Z 17.2K followers, [----] engagements


"$WAWI Q4: Softer vs Q3 on lower Asia volumes but still very strong. China car exports +20% YoY growth seen continuing into [----]. Massive payout: $428M H2 dividend ($1.01/share incl. $200M extra) $893M FY25 $2B returned over [--] yrs. 50% payout ratio top end of policy"  
[X Link](https://x.com/MarhelmData/status/2021563564499046617)  2026-02-11T12:34Z 17.2K followers, [----] engagements


"Transocean adds $184M Norway backlog Transocean Encourage: 365-day extension from Q127 at $455k/day $152M Transocean Enabler: +70 days at $455k/day $32M (firm to Dec27) $RIG"  
[X Link](https://x.com/MarhelmData/status/2021575466641998190)  2026-02-11T13:22Z 17.2K followers, [----] engagements


"Tanker orderbook fears back: [---] deliveries in [----] [---] in [----] the biggest wave since [----] (406). But its mostly replacement. MR2 106% Aframax 100% Suezmax 110% replacement ratios. VLCC is just 81%. Not a supply shock yet. Real test = post-2028 VLCC discipline"  
[X Link](https://x.com/MarhelmData/status/2021587160936157531)  2026-02-11T14:08Z 17.2K followers, [----] engagements


"Marinakis doubles down on crude orders [--] VLCCs (306k dwt) at Hengli part of a 15-ship $1.72.0bn package. Capitals slice $1.4bn. VLCCs the hot trade: strong rates + ageing fleet. Deliveries are late this decade. Big bet on long-term crude demand. $CCEC"  
[X Link](https://x.com/MarhelmData/status/2021688164000080240)  2026-02-11T20:49Z 17.2K followers, [----] engagements


"$ASC Q4 2025: Adj. earnings $11.6M Net $9.3M Adj. EPS $0.28 FY2025: Adj. $38.8M Net $36.1M EPS $0.95 Dividend $0.09/share (pay Mar [--] record Feb 27). MR TCE $25257/day Q126 $29100/day Chem TCE $19948/day Q126 $20800/day Spot leverage + term cover"  
[X Link](https://x.com/MarhelmData/status/2021941707143884892)  2026-02-12T13:37Z 17.2K followers, [----] engagements


"LNG spot charter rates are going bananas surging toward $100000/day as winter demand bites. Six-figure fixtures for western trades are no longer a fantasy catching many market players off guard after weeks of steady climbs to new-year highs. $FLNG $ALNG $CLCO"  
[X Link](https://x.com/MarhelmData/status/1989011463407628582)  2025-11-13T16:44Z 17.2K followers, [----] engagements


"Many are focused on the tanker market but the LNG market is up a spectacular 500% since October lows on a strong winter market and European energy challenges. $FLNG $CLCO $ALNG $GLNG $DLNG"  
[X Link](https://x.com/MarhelmData/status/1992260103127597501)  2025-11-22T15:53Z 17.2K followers, [----] engagements


"Flex LNG flags a newbuilding boom as charterers lock in ships for 2029+. Yards eye $260m+ prices. With $250m tags vs 10-year rates ordering risk is sky-high but demand is coming fast. $FLNG $CLCO $ALNG"  
[X Link](https://x.com/MarhelmData/status/1999672653469434344)  2025-12-13T02:48Z 17.2K followers, [----] engagements


"And [----] is a wrap Here were our [----] picks Not pictured is Seabird Exploration which was acquired mid year up 50% (good for 100% TWR) Average pick returned 50% for [----] with 4/20 names providing a negative return Best pick returned 300% worst pick returned -23%"  
[X Link](https://x.com/anyuser/status/2006471503718789165)  2025-12-31T21:04Z 17.2K followers, 33.9K engagements


"CoolCo shareholders approved the merger with Idan Ofers EPS Ventures. The deal is set to close on January [--] with CoolCo shares delisting from the New York and Oslo exchanges and ceasing trading tomorrow. $CLCO"  
[X Link](https://x.com/MarhelmData/status/2008885688717242382)  2026-01-07T12:57Z 17.2K followers, [----] engagements


"VLCC market on fire Spot rates jumped 90% in a week to around $127000/day on tight tonnage and heavy fixing. The key question now: will owners push higher or will charterers finally push back $DHT $FRO $OET"  
[X Link](https://x.com/MarhelmData/status/2013260518681698383)  2026-01-19T14:41Z 17.2K followers, 14.9K engagements


"Okeanis Eco Tankers sees strong spot earnings. Q4 [----] TCE: fleetwide $75400/day (VLCC $91300/day Suezmax $50800/day). Q1 [----] so far: 26% of fleet days booked at $106700/day; VLCC 37% at $110100/day Suezmax 16% at $98500/day. $OET $ECO"  
[X Link](https://x.com/MarhelmData/status/2014003657323299301)  2026-01-21T15:54Z 17.2K followers, 32K engagements


"Tanker rates remain high as Iran risk persists: TD3C jumps 5.1% on Monday to approximately $129000/day following a 61.6% increase on Friday. Frontline +30% YTD; tight tonnage Hormuz fears fuel Worldscale spike amid market turmoil. $FRO $DHT $OET"  
[X Link](https://x.com/MarhelmData/status/2018675639717372025)  2026-02-03T13:19Z 17.2K followers, [----] engagements


"VLGCs steady at $70000/day; [----] $55000/day [----] $40000/day. Iran-US tensions could push 7.7% of global LPG exports (15% VLGC fleet) into compliant trade tightening supply. $BWLPG set to ramp up fully in [----] with big dividends expected over the next two quarters. $LPG"  
[X Link](https://x.com/MarhelmData/status/2019037843348492356)  2026-02-04T13:18Z 17.2K followers, [----] engagements


"India could save up to $3bn by swapping Russian crude for discounted Venezuelan barrels. At $1012/bbl discounts Venezuelas heavy crude ($51/bbl) could ease costs if Russian discounts narrow"  
[X Link](https://x.com/MarhelmData/status/2019124282840977686)  2026-02-04T19:01Z 17.2K followers, [----] engagements


"Shipping is in the Epstein Files again Trump's Naval Secretary was on the Epstein Island flight logs"  
[X Link](https://x.com/MarhelmData/status/2020502241900466482)  2026-02-08T14:17Z 17.2K followers, [----] engagements


"Transocean to buy Valaris in a USD 5.8bn all-stock deal forming a USD 17bn EV offshore driller with [--] rigs (33 ultra-deepwater [--] semis [--] jackups). Valaris holders get [------] Transocean shares per share (USD [-----] +31.6% premium). Close expected H2 [----]. $RIG $VAL"  
[X Link](https://x.com/MarhelmData/status/2020878101060743197)  2026-02-09T15:11Z 17.2K followers, [----] engagements


"$NAT cashes in Nordic American Tankers sold a 2003-built Suezmax for USD 25mn net debt-free. Another example of strong secondhand tanker pricing and a reminder that even vintage tonnage is commanding serious value in todays market"  
[X Link](https://x.com/MarhelmData/status/2020878248104669434)  2026-02-09T15:11Z 17.2K followers, [----] engagements


"Shipping in the Epstein Files again The previously redacted Sultan Ahmed bin Sulayem was the guy conversing with Epstein about torture porn. He is one of the most important businessmen in Dubai with major container shipping and port interests"  
[X Link](https://x.com/MarhelmData/status/2021251375930220605)  2026-02-10T15:54Z 17.2K followers, 45.5K engagements


"Euroseas fixes [----] teu EM Spetses (2007) for [----] months at $21500/day from Apr [--] [----] (+$3k/day). Adds $8.9m EBITDA lifts [----] coverage to 87%. Fleet: [--] ships + [--] newbuilds (20272028). $ESEA"  
[X Link](https://x.com/MarhelmData/status/2021688271344902411)  2026-02-11T20:50Z 17.2K followers, [----] engagements


"Venezuela is set to grant more oil-production land blocks to Chevron and Spains Repsol expanding foreign involvement in its energy sector"  
[X Link](https://x.com/MarhelmData/status/2022080417139146885)  2026-02-12T22:48Z 17.2K followers, [----] engagements


"Dark fleet meets the breakers: Three US-sanctioned tankers hit Alang India in under [--] month including 1993-built Suezmax Woodchip the oldest blacklisted VLCC to reach Indias scrapyards"  
[X Link](https://x.com/MarhelmData/status/2022299711743365421)  2026-02-13T13:19Z 17.2K followers, [----] engagements


"OPEC+ is leaning toward resuming oil output increases from April after pausing hikes in JanMar [----] preparing for peak summer demand and market share gains amid geopolitical tensions. Decision likely at the March [--] meeting"  
[X Link](https://x.com/MarhelmData/status/2022300056729112828)  2026-02-13T13:21Z 17.2K followers, [----] engagements


"$PBR and $EC are trading at the largest discount to $XLE in their entire multi decade history while $XOM and $CVX trade at record premiums"  
[X Link](https://x.com/anyuser/status/1651623923102908416)  2023-04-27T16:26Z 17.2K followers, 30.7K engagements


"Goldman says another $0.67 Petrobras dividend for Q1 on top of the $1.11 dividend that was just paid for Q4. That would be 17% received in two quarters on a stock that "will never pay another dividend." Turns out it's just hard to spend all the money they're making. $PBR.A"  
[X Link](https://x.com/anyuser/status/1654364969675227136)  2023-05-05T05:58Z 17.2K followers, 16.3K engagements


"REPORT: UK BASED OIL PRODUCER HARBOUR ENERGY TO ELIMINATE [---] ONSHORE JOBS IN UK AFTER WINDFALL TAXES CREATE 99% DROP IN PROFITABILITY - THE COMPANY DID NOT BID FOR NEW NORTH SEA PROJECTS AND IS "KEEN TO DIVERSIFY INTERNATIONALLY""  
[X Link](https://x.com/anyuser/status/1658258954873454595)  2023-05-15T23:51Z 17.2K followers, 30.5K engagements


"INDIA TO ELIMINATE CRUDE WINDFALL TAXES COMPLETELY AFTER SEEING PRODUCTION FALL NEARLY 3% IN FISCAL YEAR ENDING MARCH 31"  
[X Link](https://x.com/anyuser/status/1658260724148322304)  2023-05-15T23:59Z 17.2K followers, 12.4K engagements


"BLOOMBERG: US AIR TRAVEL OVER MEMORIAL DAY HOLIDAY FORECAST TO RISE TO HIGHEST SINCE [----]. PASSENGERS ON DOMESTIC AND INTERNATIONAL FLIGHTS FORECAST TO TOP PRE-PANDEMIC LEVELS BY 5.4%"  
[X Link](https://x.com/anyuser/status/1658262703998115841)  2023-05-16T00:06Z 17.2K followers, 19.8K engagements


"We just concluded a meeting with Ecopetrol. We believe the market is dramatically undervaluing the company - especially the ISA side of the business (utilities transmission lines renewables toll roads data centers). ISA is enjoying phenomenal growth rates and profitability"  
[X Link](https://x.com/anyuser/status/1663955840661848091)  2023-05-31T17:09Z 17.2K followers, 17.7K engagements


"Blocked by Alexander Stahel for showing the many factual mistakes in his posts. We would caution readers on following Mr. Stahel's advice. Anyone who becomes emotional and defensive when an error in their analytical and statistical process is discovered is clearly dangerous"  
[X Link](https://x.com/anyuser/status/1663983164656631812)  2023-05-31T18:57Z 17.2K followers, 54.6K engagements


"DROUGHT WORSENING IN PANAMA - STARTING NEXT MONTH DRAFT CUTS WILL MEAN 25% LESS DAILY TRAFFIC THROUGH THE PANAMA CANAL. OUR TAKE: BULLISH SHIPPING RATES https://splash247.com/extreme-measures-under-consideration-at-drought-hit-panama-canal/ https://splash247.com/extreme-measures-under-consideration-at-drought-hit-panama-canal/"  
[X Link](https://x.com/anyuser/status/1671570606674804740)  2023-06-21T17:27Z 17.2K followers, 22.3K engagements


"What is Marhelm In this short video we provide a glimpse into our data platform research community - and most importantly - the world beating results"  
[X Link](https://x.com/anyuser/status/1673464292891410435)  2023-06-26T22:52Z 17.2K followers, 107.3K engagements


"It's a beautiful day in New York"  
[X Link](https://x.com/anyuser/status/1701238500455006679)  2023-09-11T14:17Z 17.2K followers, [----] engagements


"Set a reminder Marhelm will be hosting a Spaces on #offshore drilling. You won't want to miss it if you're invested in oil or drillers $tdw $rig $borr $nyq $val $ne $soff.ol $dvd.ol $dofg.ol $subc.ol $ddril.ol $shlf.ol $nol.ol $odl.ol https://x.com/i/spaces/1lDxLnBPqvmGm https://x.com/i/spaces/1lDxLnBPqvmGm"  
[X Link](https://x.com/anyuser/status/1702045234698297783)  2023-09-13T19:43Z 17.2K followers, 92.3K engagements


"We sat down with the "King of Coal" Matt Warder to discuss coal market dynamics and investments. Take a look $btu $arch $ceix $teck $hnrg $hcc $amr $bhp.ax $whc.ax"  
[X Link](https://x.com/anyuser/status/1705014707352924409)  2023-09-22T00:22Z 17.2K followers, 40.1K engagements


"Tough day for energy and shipping investors. Just remember we have what fuels civilization and they just have a money printer and interest rate policy"  
[X Link](https://x.com/anyuser/status/1708971895004025204)  2023-10-02T22:27Z 17.2K followers, [----] engagements


"Great to speak with value investor @LingmerthStefan we just wish we had done so sooner. Insights on finding value in energy the case for $VAL opening a restaurant (LIRA Miami) and even a couple financial picks for when the time comes Check it out"  
[X Link](https://x.com/anyuser/status/1728056294274199895)  2023-11-24T14:21Z 17.2K followers, 44.8K engagements


"Braskem reveals it no longer needs a credit rating. Wonder why $BAK"  
[X Link](https://x.com/anyuser/status/1732190649259114541)  2023-12-06T00:10Z 17.2K followers, 20.7K engagements


"Offshore Rig Debate (friendly discussion). @hkuppy is in. @ICBarrett can we count on you There may need to be a few for $RIG. May we suggest @CorneliaLake as a "Juddge". Perhaps @TommyDeepwater can provide some neutral credit and operating statistics Agenda: $VAL pros $RIG pros Credit / operating statistics / new contracting update $VAL rebuttal $RIG rebuttal Closing remarks $VAL / $RIG @CorneliaLake buy them all commentary Audience free-for-all Twitter Poll Who else should join @Ultradeep3 @charlesbonnerjr @ICBarrett @Ultradeep3 @TommyDeepwater @MarhelmData Sure @charlesbonnerjr @ICBarrett"  
[X Link](https://x.com/anyuser/status/1737615583770734774)  2023-12-20T23:26Z 17.2K followers, 18.7K engagements


"The FBX index which measures the change in ocean container shipping rates. One word: Wow"  
[X Link](https://x.com/anyuser/status/1744071997489816004)  2024-01-07T19:02Z 17.2K followers, 58.7K engagements


"Week over week changes in container rates: China - US West Coast +60% China - US East Coast +58% China - Northern Europe +176% China - Southern Europe +115% US East Coast - Northern Europe +60% Europe - South America +25% And this is just the start"  
[X Link](https://x.com/anyuser/status/1744103350554030521)  2024-01-07T21:06Z 17.2K followers, 89.3K engagements


"Regarding Calvin - we have no idea. Last we heard he was headed towards Barrio Franklin in Santiago Chile. No worries - you're in good hands with the other [--] people who work at and even own stock in Marhelm"  
[X Link](https://x.com/anyuser/status/1746257830858866794)  2024-01-13T19:48Z 17.2K followers, 28.7K engagements


"Generalists still can't differentiate between vessel types. BCI refers to Capesize ships which operate in the Dry bulk segment and generally don't even use the Suez Canal. They are largely China/Brazil/Australia driven and always slow down into the Chinese New Year holiday. Shipping rates have dropped the most since [----] Doesn't fit with inflationary pressure narrativr caused by red sea https://t.co/qP6sAxfzF7 Shipping rates have dropped the most since [----] Doesn't fit with inflationary pressure narrativr caused by red sea https://t.co/qP6sAxfzF7"  
[X Link](https://x.com/anyuser/status/1746608289662570898)  2024-01-14T19:00Z 17.2K followers, 11.4K engagements


"The Panama Canal authority is forecasting a continued drop in water levels"  
[X Link](https://x.com/anyuser/status/1746972998551142688)  2024-01-15T19:09Z 17.2K followers, 13.7K engagements


"Pareto on product #tankers: "We cannot recall a situation where virtually all sizes and regions are firming from already elevated levels. [----] estimates will raise sharply here." $HAFNI.OL $INSW $TRMD $ASC $STNG $DIS.MI $PXS"  
[X Link](https://x.com/anyuser/status/1747957677001416928)  2024-01-18T12:22Z 17.2K followers, [----] engagements


"#oil - 1.5M bpd of US refining capacity has been down but coming back - 700k bpd of Bakken crude has been out - Middle east escalations - Kurdistan still not exporting - Bunkers adding 300k bpd from Red Sea redirects - Ust Luga apparently isn't loading Russian oil"  
[X Link](https://x.com/anyuser/status/1749087665360626137)  2024-01-21T15:12Z 17.2K followers, [----] engagements


"VLCC rates skyrocket by over one-third with older tankers earning close to $70000/day. Rates rival Suezmaxes and Aframaxes. Clarksons reports fleet weighted average at $57700/day up 28.3% in a week and 8.1% from Monday $ECO $DHT $FRO"  
[X Link](https://x.com/anyuser/status/1757462561941807307)  2024-02-13T17:51Z 17.2K followers, [----] engagements


"Battle of the Product Carriers $TRMD $HAFNI $STNG"  
[X Link](https://x.com/anyuser/status/1765812253402513490)  2024-03-07T18:50Z 17.2K followers, 13.5K engagements


"Baltimore was an important export location for US coal with [--] million tonnes of metric coal exported annually. The bridge collapse will have a meaningful impact on West Virginia and the US coal mining industry"  
[X Link](https://x.com/anyuser/status/1772661921960874289)  2024-03-26T16:28Z 17.2K followers, 14.2K engagements


"No more half measures - we are becoming a Bitcoin first company. We have verified legality through direct conversation with Singapore tax authorities. The ease of use generally low transaction costs and censorship resistance make it the ideal form of electronic money"  
[X Link](https://x.com/anyuser/status/1789309686170202457)  2024-05-11T15:00Z 17.2K followers, [----] engagements


"Appears to be a transformational transaction $EC 41M boe added to reserves and 7k bpd added to production"  
[X Link](https://x.com/anyuser/status/1874213441273209270)  2024-12-31T21:58Z 17.2K followers, [----] engagements


"Probably a good idea to take gains if you're long oil"  
[X Link](https://x.com/anyuser/status/1934400144755286263)  2025-06-15T23:58Z 17.2K followers, 24.3K engagements


"We can confirm that ships operating in the Strait of Hormuz are being impacted by electronic warfare. Ship owners report being forced to switch to non GPS navigation methods"  
[X Link](https://x.com/anyuser/status/1934824511217475994)  2025-06-17T04:04Z 17.2K followers, 39.1K engagements


"Perfect timing Fund Managers heavily underweight Energy Stocks 😬 https://t.co/QlH1T4ob4d Fund Managers heavily underweight Energy Stocks 😬 https://t.co/QlH1T4ob4d"  
[X Link](https://x.com/anyuser/status/1934848379307115006)  2025-06-17T05:39Z 17.2K followers, [----] engagements


"Arctic upgrades $CLCO from Sell to Hold PT hiked from NOK [--] to [--]. TFDE 1-yr rates doubled to $30k/day but still below breakeven ($50k+). Fleet growth: +13.1% (2025) +12.4% (2026). EBITDA: $187.6M (2026) $158.7M (2027). No dividends just buybacks"  
[X Link](https://x.com/MarhelmData/status/1953445055324176466)  2025-08-07T13:16Z 17.2K followers, [----] 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](https://x.com/anyuser/status/1965761063615627705)  2025-09-10T12:55Z 17.2K followers, 16.4K 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/anyuser/status/1969792849311920501)  2025-09-21T15:56Z 17.2K followers, [----] engagements


"LNG carrier fixtures are heading for a record year; [--] short-term deals in Q3 vs [---] in Q2 and [--] last year. Rates remain weak but new liquefaction projects and LNG sales could drive a fresh wave of newbuild orders into [----]. $CLCO $GLNG"  
[X Link](https://x.com/MarhelmData/status/1978077327159369807)  2025-10-14T12:36Z 17.2K followers, [----] engagements


"DOF secured [--] Brazil extensions: [--] AHTS+ROV units with Petrobras extended to Q1 [----] then Q1 2031; [--] RSVs extended to end-2026. Adds USD 160m backlog. $DOF $PBR"  
[X Link](https://x.com/MarhelmData/status/2001635938771046863)  2025-12-18T12:49Z 17.2K followers, [----] engagements


"Had a great talk today with @trader_ferg on the best Australian coal picks discussing in detail Whitehavens relative attractiveness after its two met coal acquisitions. Full interview available soon at Marhelm $WHC.AX $NHC.AX $YAL.AX $SMR.AX $BTU $AMR"  
[X Link](https://x.com/MarhelmData/status/1719435044282871897)  2023-10-31T19:23Z 17.2K followers, [----] 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](https://x.com/MarhelmData/status/1720137320207143174)  2023-11-02T17:54Z 17.2K followers, [----] engagements


"Subsea [--] announced the award of a sizable contract between $50 - $150 million by Talos Energy for the Sunspear development in Green Canyon Block [--] in the Gulf of Mexico "This award further strengthens our strategic partnership with Talos Energy $SUBC"  
[X Link](https://x.com/MarhelmData/status/1778823865164030246)  2024-04-12T16:33Z 17.2K followers, [----] engagements


"Repsol's first-quarter profit declines by a third reaching [----] billion euros ($1.4 billion) surpassing forecasts. Net profit falls 13% to [---] million euros. Shares drop 2.4% in morning trade. CEO reaffirms solid three-year plan amidst diversification into renewables $REP.MC"  
[X Link](https://x.com/MarhelmData/status/1783477211888078904)  2024-04-25T12:44Z 17.2K followers, [----] engagements


"DNB Markets predicts "a long and calm upcycle in the oil services" with volatility creating opportunities. Recommends Buy on Odfjell Drilling with a TP of [---] NOK. Recommends Buy on Seadrill Subsea [--] Paratus and Ventura Offshore. $SUBC $SDRL $ODL.OL $VTURA.OL $PLSV.OL"  
[X Link](https://x.com/MarhelmData/status/1830978026773062081)  2024-09-03T14:35Z 17.2K followers, [----] engagements


"DNB Markets projects a 14% dividend yield for DOF starting next year after debt refinancing potentially increasing to 17% in [----] driven by enhanced fleet earnings post-contracts. $DOFG"  
[X Link](https://x.com/MarhelmData/status/1844011616905605310)  2024-10-09T13:46Z 17.2K followers, [----] engagements


"Oil company exploration expenditure has been weaker than expected and [----] is also likely to be flat. Petrobras Aker BP and Equinor are the few bright spots. The best offshore exposure currently is Subsea [--] and Dof Group. Per Sparebank Markets. $DOFG.OL $SUBC"  
[X Link](https://x.com/MarhelmData/status/1844561341081670020)  2024-10-11T02:11Z 17.2K followers, [----] engagements


"Rates were booming in [----] 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"  
[X Link](https://x.com/MarhelmData/status/1853799560532853073)  2024-11-05T14:00Z 17.2K followers, [----] engagements


"Crude and product tankers have fallen too much and current valuations are very attractive. A cyclical top risk is priced in for the product tankers. Sanctions on Iran could reduce the impact of the shadow fleet and boost tankers. Favorites are $FRO $SNI.OL Per Cleaves"  
[X Link](https://x.com/MarhelmData/status/1861071234026377412)  2024-11-25T15:35Z 17.2K followers, [----] engagements


""Dof is cheaper than Tidewater and can achieve greater earnings contributions from each vessel." We got a much better handle on the OSV-companies after our discussion with Arctic Securities. $TDW $DOFG.OL $SOFF.OL"  
[X Link](https://x.com/MarhelmData/status/1873763755185840261)  2024-12-30T16:11Z 17.2K followers, [----] engagements


"Subsea 7's $1B dividend plan for 2024-2027 ($250M/year) may rise. A $350M payout could yield 7%. SEB raises price target to NOK [---] seeing a 33% upside. $SUBC.OL"  
[X Link](https://x.com/MarhelmData/status/1887027347481612392)  2025-02-05T06:35Z 17.2K followers, [----] engagements


"DOF Group reported Q4 revenue of $445M (vs. $319M last year) with $190M operating profit. A $0.30/share dividend is planned for Q2 [----]. Order backlog stands at $3.25B including $730M from DOF Denmark. $DOFG"  
[X Link](https://x.com/MarhelmData/status/1893924517698842710)  2025-02-24T07:22Z 17.2K followers, [----] engagements


"Wallenius Wilhelmsen posted record [----] results with a $1901M adjusted EBITDA (up from $1807M in 2023) and $1065M net profit. ROCE: 19.9% equity ratio: 39.5% dividend $1.85/share. $WAWI"  
[X Link](https://x.com/MarhelmData/status/1903041243581383064)  2025-03-21T11:09Z 17.2K followers, [----] engagements


"Hafnia posts Q1 [----] net profit of $63.2M declares $0.1015/share dividend (80% payout) with TCE income at $218.8M and EBITDA at $125.1M. $HAFN $HAFNIA"  
[X Link](https://x.com/MarhelmData/status/1923023850603692273)  2025-05-15T14:33Z 17.2K followers, [----] 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)  2025-10-12T16:25Z 17.2K followers, [----] 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 [----]. Backlog building fast. $DOFG $PBR"  
[X Link](https://x.com/MarhelmData/status/1978129640515391792)  2025-10-14T16:03Z 17.2K followers, [----] engagements


"$WAWI extends two multi-year contracts with European auto & heavy equipment makers: $755M total $384M and $114M extensions running to [----] & [----] aligned with current market rates"  
[X Link](https://x.com/MarhelmData/status/1997960780101132751)  2025-12-08T09:25Z 17.2K followers, [----] engagements


"Greece received its first U.S. LNG cargo via the Alexandroupolis FSRU shipped on Leshatt from Plaquemines LNG on [--] Nov. This marks a new supply corridor for southern and eastern Europe. Venture Global has booked 25% of FSRU capacity and signed a long-term deal"  
[X Link](https://x.com/MarhelmData/status/2007862993539788986)  2026-01-04T17:13Z 17.2K followers, [----] engagements


"Repsol sells Colombian oil assets including [-----] boe/d production and a 25% SierraCol stake to GeoPark for $530M. $GPRK $REP.MC"  
[X Link](https://x.com/MarhelmData/status/1862482275381703010)  2024-11-29T13:02Z 17.2K followers, [----] engagements


"VLCC rates could surge toward $200000/day as floating storage re-emerges for the first time in [--] years. With booming supply and weak demand storing oil at sea may finally make economic sense again the missing piece in the tanker bull run. $FRO $OET $ECO"  
[X Link](https://x.com/MarhelmData/status/1980991693555224928)  2025-10-22T13:36Z 17.2K followers, [----] engagements


"Oil majors scrap VLCC cargoes to Chinas sanctioned Yulong Petrochemical (400000 b/d). Middle East & Canadian barrels axed. Russian crude set to fill the gap. $FRO $DHT $OET"  
[X Link](https://x.com/MarhelmData/status/1981721207725568038)  2025-10-24T13:55Z 17.2K followers, [----] engagements


"Okeanis Eco Tankers snaps back its last [--] VLCCs: Nissos Rhenia & Nissos Despotiko (both 2019) ending all sale-leasebacks. Q3 profits crushed expectations giving the Alafouzos-led owner full control of its modern VLCC fleet. $OET $ECO"  
[X Link](https://x.com/MarhelmData/status/1988910555189448855)  2025-11-13T10:03Z 17.2K followers, [----] 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 17.2K followers, [----] engagements


"Tanker S&P remains red-hot in 2025: [---] vessels (44.2M dwt) sold for $13.7B with volumes up 28% 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 17.2K followers, [----] engagements


"Supertanker shortage intensifies: six new VLCCs in [----] raced empty from East Asia to the Middle East Africa or the Americas up from just one empty maiden voyage last year. $DHT $OET $ECO $INSW"  
[X Link](https://x.com/MarhelmData/status/1999132044111011850)  2025-12-11T14:59Z 17.2K followers, [----] engagements


"EU could activate retaliatory tariffs on 93bn ($107.95bn) of US goods from Feb [--]. Measures were approved in July after Trump threatened 10% tariffs on European imports over Greenland pressure"  
[X Link](https://x.com/MarhelmData/status/2013266972557861141)  2026-01-19T15:07Z 17.2K followers, [----] engagements


"$DOF Group secures 4-year $PBR charter in Brazil for 3600-dwt Skandi Salvador (2009) at $113000/day. Backed by AP Moller Holding & John Fredriksen DOF strengthens offshore footprint"  
[X Link](https://x.com/MarhelmData/status/1958555010230305180)  2025-08-21T15:41Z 17.2K followers, [----] engagements


"$DOF secures $140 million financing via US private placement notes (due 2042) for a new multipurpose field support vessel scheduled for delivery in [----] with an immediate dividend boost"  
[X Link](https://x.com/MarhelmData/status/1973767058224783788)  2025-10-02T15:08Z 17.2K followers, [----] engagements


"DOF Group & TechnipFMC extended Petrobras contracts for [--] PLSVs: Skandi Vitria Skandi Niteri & Skandi Au to Q1 [----] adding $100 m backlog. DOF now has [--] vessels in Brazil with firm backlog stretching into [----]. $DOF $PBR"  
[X Link](https://x.com/MarhelmData/status/1985352851917586729)  2025-11-03T14:26Z 17.2K followers, [----] engagements


"Chinas domestic LNG prices hit a 5-year low as weak winter heating demand swells inventories. Wholesale LNG fell below $10.72/MMBtu the lowest since mid-2021. $CLCO $ALNG"  
[X Link](https://x.com/MarhelmData/status/2003460202478338177)  2025-12-23T13:38Z 17.2K followers, [----] engagements

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