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

Marhelm posts on X about $fro, $dht, $oet, $insw 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)  45.86% [finance](/list/finance)  24.81% [countries](/list/countries)  21.05% [cryptocurrencies](/list/cryptocurrencies)  19.55% [currencies](/list/currencies)  5.26% [celebrities](/list/celebrities)  2.26% [travel destinations](/list/travel-destinations)  2.26% [exchanges](/list/exchanges)  0.75% [financial services](/list/financial-services)  0.75%

**Social topic influence**
[$fro](/topic/$fro) #322, [$dht](/topic/$dht) #7, [$oet](/topic/$oet) #3, [$insw](/topic/$insw) #6, [strong](/topic/strong) 9.02%, [dividend](/topic/dividend) #826, [$clco](/topic/$clco) 8.27%, [$eco](/topic/$eco) #6, [$flng](/topic/$flng) #3, [$stng](/topic/$stng) #8

**Top accounts mentioned or mentioned by**
[@ed_eichman](/creator/undefined) [@traderferg](/creator/undefined) [@shaidardashti](/creator/undefined) [@dattcapital](/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) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc) [Transocean LTD. (RIG)](/topic/$rig) [Golar LNG Ltd (GLNG)](/topic/$glng) [PolkaBridge (PBR)](/topic/$pbr) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Costamare Inc. (CMRE)](/topic/$cmre) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk) [Borr Drilling Limited (BORR)](/topic/$borr) [Validity (VAL)](/topic/$val) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Peabody Energy Corporation (BTU)](/topic/$btu) [EURONAV NV (CMBT)](/topic/$cmbt) [Tokenomy (TEN)](/topic/$ten) [Danaos Corporation (DAC)](/topic/$dac) [Tidewater, Inc. (TDW)](/topic/$tdw) [Phillips [--] (PSX)](/topic/phillips-66) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Golden Ocean Group Limited Common Stock (GOGL)](/topic/$gogl) [Hafnia Limited (HAFN)](/topic/$hafn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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


"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


"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


"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


"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, 45.6K 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


"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


"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


"$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


"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


"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


"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


"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


"$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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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


"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/MarhelmData/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


"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 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


"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


"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


"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


"$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


"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


"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


"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


"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


"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


"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


"$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


"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


"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


"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


"$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


"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


"VLCC rates could hit $80000/day as Trump's crackdown on Iranian oil boosts mainstream tanker demand. Clarksons and Braemar expect shadow fleet sidelining"  
[X Link](https://x.com/anyuser/status/1891517195609419909)  2025-02-17T15:56Z 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


"BW LPG fell 21% and Himalaya Shipping 20% last week. Golden Ocean Stolt-Nielsen and Golar LNG dropped 19% while Star Bulk and Odfjell declined 18% amid ongoing market turmoil. $BWLPG $HSHP $GOGL $SNI $SBLK $ODF"  
[X Link](https://x.com/MarhelmData/status/1909260205298430119)  2025-04-07T15:01Z 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


"ABG has a [---] NOK PT and Buy on Aker BP. The company is [--] months away from a production increase that will give a massive free cash flow. Current P/E of [--] and paying a [--] percent dividend the next ten years at the current oil price. $AKRBP.OL"  
[X Link](https://x.com/MarhelmData/status/1932800543652786655)  2025-06-11T14:02Z 17.2K followers, [----] engagements


"Bill Ackman the American billionaire hedge fund manager who last year purchased 5% of the Tel Aviv stock exchange has called for direct American intervention against Iran"  
[X Link](https://x.com/anyuser/status/1934104362529194087)  2025-06-15T04:23Z 17.2K followers, 11.9K 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


"Tankers: buy when things are boring sell when exciting If you buy when exciting you'll lose (almost) every time"  
[X Link](https://x.com/anyuser/status/1934683906185293844)  2025-06-16T18:46Z 17.2K followers, [----] 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


"To give you an idea of how difficult it is to navigate in the Strait of Hormuz without full navigational capacities. Probably a lot of accidents will occur 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. 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/1934825825297420653)  2025-06-17T04:09Z 17.2K followers, 29.1K 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


"15% surge in product tanker rate index this morning with the biggest gains on long haul fuel routes $STNG $HAFNI.OL $ASC $INSW $DIS.MI $FRO"  
[X Link](https://x.com/anyuser/status/1935002317427744862)  2025-06-17T15:51Z 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


"Liners need more tonnage to continue offering high reliability in the current conditions. Maersk and Hapag Lloyd offer [--] percent reliability vs. [--] percent in the overall market. MPCC pushed back against the container oversupply fears at our last talk. $MPCC.OL $HLAG.DE $MAERSK-B.CO https://twitter.com/i/web/status/1956559919223615829 https://twitter.com/i/web/status/1956559919223615829"  
[X Link](https://x.com/MarhelmData/status/1956559919223615829)  2025-08-16T03:33Z 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 taps DNB Pareto Clarksons & Danske for investor meetings (from tomorrow) ahead of a planned USD 5yr senior unsecured bond issue. Refinancing + corp. purposes on deck"  
[X Link](https://x.com/MarhelmData/status/1961080418133831726)  2025-08-28T14:56Z 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


"Take-private alert: EPS Ventures in talks to buy CoolCo at $9.65/share aiming to delist the LNG carrier owner. $CLCO"  
[X Link](https://x.com/MarhelmData/status/1970930416199794820)  2025-09-24T19:16Z 17.2K followers, [----] engagements


"Golar LNG secures $500m in a significantly oversubscribed private bond deal. Notes priced at 7.5% interest maturing in July with settlement set for Oct [--]. Proceeds to refinance bonds & strengthen FLNG infrastructure position. $GLNG"  
[X Link](https://x.com/MarhelmData/status/1971566641411760567)  2025-09-26T13:24Z 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


"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


"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 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


"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


"Tanker bulls are charging again Fredriksen & Alafouzos just locked in 6-figure VLCC fixtures. Rates back to $79.5k/day up $2.2k after tanking from $95k/day. $FRO $OET $ECO"  
[X Link](https://x.com/MarhelmData/status/1981856168382484579)  2025-10-24T22:51Z 17.2K followers, [----] engagements


"Winter spark for LNG Spot rates surge past $50K/day Spark pegs Atlantic at $53K/day. Sinochems 174k-cbm Global Sea Spirit (2021) fixed to SEFE ex-US Gulf. Tonnage is still long so bulls better be quick. The rally could fade fast. $CLCO $FLNG $GLNG"  
[X Link](https://x.com/MarhelmData/status/1983598648689819784)  2025-10-29T18:15Z 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


"$SFL cements its lead in maritime infrastructure; most ships & rigs on long-term charters securing steady cash flow. - $100M invested in fuel & cargo upgrades - $1.2B added to backlog now $4B All assets profitably employed (except Hercules recharter likely 2026)"  
[X Link](https://x.com/MarhelmData/status/1988276491097182459)  2025-11-11T16:03Z 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


""Rigs are at a turning point. The drop in activity is reaching a bottom. We have been buying Valaris Seadrill and Borr. " Delphi Global $SDRL $VAL $BORR"  
[X Link](https://x.com/MarhelmData/status/1989801122132103348)  2025-11-15T21:02Z 17.2K followers, [----] engagements


"Okeanis is locking in VLCCs for Jan at $100k/day and CEO Alafouzos says the rallys far from over. Spot rates ripped past $160k/day in Oct fueled by surging MEG cargoes and razor-tight tonnage. $OET $ECO"  
[X Link](https://x.com/MarhelmData/status/1990440292990828874)  2025-11-17T15:22Z 17.2K followers, [----] engagements


"Okeanis Eco Tankers raising $100m to buy two [------] dwt Suezmaxes at $97m each as rates surge to $85000/day. Fleet grows from [----] vessels Delivery Jan [--]. $OET $ECO"  
[X Link](https://x.com/MarhelmData/status/1991125797243945235)  2025-11-19T12:45Z 17.2K followers, [----] engagements


"VLCCs still printing money Economou just fixed a ship at $246000/day on a short-haul run while Baltic rates hold at $137800/day for modern scrubber VLCCs even after a 5% dip. Middle East cooling or not owners are still earning at five-year highs"  
[X Link](https://x.com/MarhelmData/status/1995527976532717970)  2025-12-01T16:18Z 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


"$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


"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


"Tanker risk alert Kepler warns Europe peace could halve rates if 4% VLCC capacity returns. Weighing against this is US sanctions enforcement for.the first time ever $FRO $OET $INSW $DHT"  
[X Link](https://x.com/MarhelmData/status/2001326178892997101)  2025-12-17T16:18Z 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


"After a Q2 dividend cut from $0.26 to $0.20 investors sold $SFL for fear of more cuts oweing to Hercules rig unemployment. The $0.20 dividend exceeds the $0.07 GAAP EPS. The cash flow statement shows net operating cash (includes interest) has the dividend well covered"  
[X Link](https://x.com/MarhelmData/status/2001714782743990729)  2025-12-18T18:02Z 17.2K followers, [----] engagements


"$SFL sells two 2015-built Suezmaxes for $57M each; net $26M/vessel after debt. Book gain $23M. Deliveries Q4 & Q1. Retains two [----] eco ships redeploying spot"  
[X Link](https://x.com/MarhelmData/status/2002026631032975492)  2025-12-19T14:41Z 17.2K followers, [----] engagements


"Goldman Sachs: Crude tankers set to outperform in [----] with supply +0.7% YoY vs demand +1.4% sanctioned fleet at 19% China stockbuild Q4 2025Q4 [----] and VLCC TCE rising to $75000/day from $56000/day in 2025"  
[X Link](https://x.com/MarhelmData/status/2003092069611634731)  2025-12-22T13:15Z 17.2K followers, 10.6K 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


"VLCC rates plunge 20% FriMon ($22000/day) the largest single drop since May [----]. VLCC TD3C falls to $87700/day; Suezmax rises 4.9% to $80800/day $7600 above VLCC. Market nervous over Venezuela & Russia trade disruptions. $FRO $OET $DHT $TNK"  
[X Link](https://x.com/MarhelmData/status/2003460460746801593)  2025-12-23T13:39Z 17.2K followers, 13.4K 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


"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


"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


"We'll be talking with Australian commodities investor Emanuel Ajay Datt. Well delve into commodities such as tin niobium coal and lithium and look into opportunities in Australia and India. $MLX.AX $WHC.AX $YAL.AX $BWN.AX"  
[X Link](https://x.com/MarhelmData/status/1905424834932191470)  2025-03-28T01:00Z 17.2K followers, [----] engagements


"Capesize market heating up Spot rates are now just shy of a 2-year high flirting with the $54500/day levels of the [----] Capesize Christmas. H2 earnings run 50% above the 10-year average even as more coal shifts to Panamaxes. $GOGL $NMM $SBLK"  
[X Link](https://x.com/MarhelmData/status/1996584637116670044)  2025-12-04T14:17Z 17.2K followers, [----] engagements


"This week product tanker markets faced tightness due to refinery outages and rerouting of products with geopolitical events impacting trade routes. $STNG $INSW $ASC $DIS.MI $HAFN $PXS"  
[X Link](https://x.com/MarhelmData/status/2002928421601755301)  2025-12-22T02:25Z 17.2K followers, [----] engagements

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