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[@MarhelmData](/creator/twitter/MarhelmData)
"Hoegh Autoliners reported a freight rate in September of $XXX per cbm down XX percent from average the last three months. "Q3 has been impacted by weakening trade balance which is likely to continue. USTR port fees is likely to add cost pressure in coming months if implemented as planned". $HAUTO.OL"  
[X Link](https://x.com/MarhelmData/status/1976089540059091233) [@MarhelmData](/creator/x/MarhelmData) 2025-10-09T00:57Z 15.3K followers, 1722 engagements


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


"Asia's LNG imports are set to reach XXXXX million metric tons in June slightly down from May's XXXXX million but up XXX% from June 2023. India's demand supports this steady import level $FLNG $DLNG"  
[X Link](https://x.com/MarhelmData/status/1805207112504447112) [@MarhelmData](/creator/x/MarhelmData) 2024-06-24T11:51Z 15.3K followers, 2449 engagements


"The Brazilian market is beaten down and the real has depreciated against the dollar. On the other side the country is a giant in the commodity space and the home to strong industry names. Brazil will be a key focus at our talk with @fmonaldi. $PBR $VALE $BAK $EWZ"  
[X Link](https://x.com/MarhelmData/status/1918008139409944634) [@MarhelmData](/creator/x/MarhelmData) 2025-05-01T18:22Z 15.3K followers, 5819 engagements


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


"Shipyard capacity utilization has been high. The cost increase in building vessels has also been high but demand is set to pick up due to aging fleets. Sounds like good news for shipyards such as Yangzijiang and Seatrium Got some interesting perspectives on the industry from maritime technology provider Hav Group. $5E2.SI $BS6.SI $HAV.OL"  
[X Link](https://x.com/MarhelmData/status/1956565269058396480) [@MarhelmData](/creator/x/MarhelmData) 2025-08-16T03:54Z 15.3K followers, 2387 engagements


"Fund manager Gabriel Castro is coming back to Marhelm for a new talk. We will discuss some highly interesting names such as Golar Kosmos Energy BW Energy and copper miner Atalaya. $GLNG $KOS $BWE.OL $ATYM"  
[X Link](https://x.com/MarhelmData/status/1957862164363948276) [@MarhelmData](/creator/x/MarhelmData) 2025-08-19T17:48Z 15.3K followers, 3720 engagements


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


"Containers have been the dark horse of shipping for some time. Rates have remained attractive and the Red Sea continues to be a risky option. SFL shared some thoughts with us on what's up ahead. $SFL $GSL $ZIM $DAC"  
[X Link](https://x.com/MarhelmData/status/1963351956526669879) [@MarhelmData](/creator/x/MarhelmData) 2025-09-03T21:22Z 15.3K followers, 5875 engagements


""Stock-picking matters in crude tankers. And Okeanis is the company with the most room to run" Equity analyst at Arctic Kristoffer Barth Skeie made us more bullish on shipping after today's talk. $ECO $FRO $NMM $TNK $TEN"  
[X Link](https://x.com/MarhelmData/status/1970930767598592083) [@MarhelmData](/creator/x/MarhelmData) 2025-09-24T19:18Z 15.3K followers, 5525 engagements


"Noble Corp secures a new contract with Amni for the drillship Noble Venturer in Ghana. One exploration well XX days at $450k/ day commencing after Tullow work (late 2026/early 2027). Rig also lined up for the Shell US Gulf campaign from Q4 2027. $NE"  
[X Link](https://x.com/MarhelmData/status/1972672114076344383) [@MarhelmData](/creator/x/MarhelmData) 2025-09-29T14:37Z 15.3K followers, 2087 engagements


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


"VLCC earnings have slumped Daily rates have tumbled from $108k to below $80k/day as market activity remains muted in recent weeks. $FRO $ECO $OET"  
[X Link](https://x.com/MarhelmData/status/1975209964500304123) [@MarhelmData](/creator/x/MarhelmData) 2025-10-06T14:42Z 15.3K followers, 3539 engagements


"VLCCs off XX% from $100K/day highs just a breather Tight tonnage and rising non-Russian flows keep the upside alive. Frontline aiming for $XX. $FRO $ECO $INSW"  
[X Link](https://x.com/MarhelmData/status/1976089615301062861) [@MarhelmData](/creator/x/MarhelmData) 2025-10-09T00:57Z 15.3K followers, 3932 engagements


"Chinas new port fees set to lift VLCC rates With US-linked ships rerouting effective capacity tightens amid low fleet growth tougher sanctions & rising Chinese oil storage a perfect storm for a VLCC freight surge. $FRO $DHT $OET"  
[X Link](https://x.com/MarhelmData/status/1978077246842642928) [@MarhelmData](/creator/x/MarhelmData) 2025-10-14T12:35Z 15.3K followers, 4389 engagements


"DOF Group keeps raking in Petrobras work now topping $1.1B in Brazilian contracts since August. Latest deal: Skandi Chieftain (74m) & Skandi Olympia (79m) on 4-year charters worth $200M both with ROVs delivering Oct 2026. Backlog building fast. $DOFG $PBR"  
[X Link](https://x.com/MarhelmData/status/1978129640515391792) [@MarhelmData](/creator/x/MarhelmData) 2025-10-14T16:03Z 15.3K followers, 2088 engagements


"Container charter rates are up XXX% vs 2019 and still climbing even as spot freight rates fall. Tight vessel supply Cape of Good Hope reroutes long-term charters & eco-ship demand keep the market hot. Liner-owned fleet share rose from XX% (2019) to XX% (Oct 2025). $ZIM $MPCC"  
[X Link](https://x.com/MarhelmData/status/1978450063744500164) [@MarhelmData](/creator/x/MarhelmData) 2025-10-15T13:17Z 15.3K followers, 2266 engagements


"VLCC market still shaky post-China tariffs on US-linked tonnage. MEG/East at WS8890 (vintage) while modern ships offer WS100. Supply steady but sentiment firm owners staying East Atlantic tonnage tight and strong Suezmax rates offer no relief. $FRO $INSW"  
[X Link](https://x.com/MarhelmData/status/1978524468717723885) [@MarhelmData](/creator/x/MarhelmData) 2025-10-15T18:12Z 15.3K followers, 2736 engagements


"Suezmax and Aframax rates hit 2025 highs as global market tightens. Suezmax TCE rose $1428 to $56540/day; aframax TCE up $1015 to $49397/day driven by US Gulf activity. $INSW $FRO"  
[X Link](https://x.com/MarhelmData/status/1910669532978700441) [@MarhelmData](/creator/x/MarhelmData) 2025-04-11T12:21Z 15.3K followers, 6501 engagements


"According to shipbroker Nordic Shipping we're likely seeing a more long-term trend for the VLCC-rates. Second hand values could rise quickly and boost underlying values. $DHT $FRO $INSW $TEN $NMM"  
[X Link](https://x.com/MarhelmData/status/1969792849311920501) [@MarhelmData](/creator/x/MarhelmData) 2025-09-21T15:56Z 15.3K followers, 6910 engagements


"VLCC rally shows no signs of cooling. Breakwave sees rates of around $100k/day rates sustained as a low order book strong oil demand & shifting trade patterns keep the market red-hot. $FRO $DHT $OET"  
[X Link](https://x.com/MarhelmData/status/1970459294492447182) [@MarhelmData](/creator/x/MarhelmData) 2025-09-23T12:04Z 15.3K followers, 4133 engagements


""Tankers and dry bulk are the two segments that stand out. On the tanker side we like Frontline and Double Hull Tankers and on the dry bulk the best picks are Star Bulk and 2020 Bulkers." Per Cleaves. $FRO $2020.OL $SBLK $DHT"  
[X Link](https://x.com/MarhelmData/status/1971617323967828202) [@MarhelmData](/creator/x/MarhelmData) 2025-09-26T16:46Z 15.3K followers, 4488 engagements


"Chinas state buyer CMRG has instructed major steelmakers & traders to suspend all new dollar-denominated $BHP cargoes according to reports. Iron ore futures rose 1%+ to $104/t as Beijing flexes pricing power in the XX% share of global importers. $GOGL $SBLK $DSX"  
[X Link](https://x.com/MarhelmData/status/1973106381126300095) [@MarhelmData](/creator/x/MarhelmData) 2025-09-30T19:23Z 15.3K followers, 1927 engagements


"VLCC rally cools as charterers seize control: average rates ease to $83300/day though modern units remain strong. Meanwhile MR tankers show firmer momentum. $DHT $FRO $OET $STNG"  
[X Link](https://x.com/MarhelmData/status/1973592165646553163) [@MarhelmData](/creator/x/MarhelmData) 2025-10-02T03:33Z 15.3K followers, 6927 engagements


"VLCC rally cooling Softening FFAs hint at a weaker Q4. Middle EastChina route peaked at WS105.6 on Sept XX but bullish supercycle chatter now meets growing doubts. $FRO $DHT $OET"  
[X Link](https://x.com/MarhelmData/status/1973796662868095094) [@MarhelmData](/creator/x/MarhelmData) 2025-10-02T17:06Z 15.3K followers, 3709 engagements


"Clarksons: The VLCC rally looks safe even with XX newbuilds set to enter service in 2026. Clarksons pegs fleet growth at just 2.5%. Still bullish crude tonnage. $DHT $FRO $OET"  
[X Link](https://x.com/MarhelmData/status/1974815233798512786) [@MarhelmData](/creator/x/MarhelmData) 2025-10-05T12:33Z 15.3K followers, 6307 engagements


"Tanker values still have upside. Sanctions and geopolitics keep tonne-miles and earnings strong but VLCC and Suezmax values are expected to peak by Q2 2026 before sliding later in the year amid slower Chinese growth and looming peak oil demand. $DHT $FRO $TNK"  
[X Link](https://x.com/MarhelmData/status/1975578108293251139) [@MarhelmData](/creator/x/MarhelmData) 2025-10-07T15:05Z 15.3K followers, 3268 engagements


"Tanker stocks tumble as VLCC spot rates tumbled to $66595/day (-$6668). $FRO fell XXX% to $XXXXX in New York with traders eyeing a potential OPEC+ volume boost to steady the market. $DHT $OET"  
[X Link](https://x.com/MarhelmData/status/1975900925282918532) [@MarhelmData](/creator/x/MarhelmData) 2025-10-08T12:27Z 15.3K followers, 3716 engagements


"New Marhelm interview with Thomas Lister CEO of X% yielding $GSL is live for subscribers. We dive into the backlog the strategy and shareholder return merchanisms"  
[X Link](https://x.com/MarhelmData/status/1976216538010300850) [@MarhelmData](/creator/x/MarhelmData) 2025-10-09T09:21Z 15.3K followers, 2529 engagements


"LPG stocks face rough seas ahead. A wave of newbuilds from 2026 is set to pressure VLGC rates with $BWLPG and $LPG feeling the squeeze"  
[X Link](https://x.com/MarhelmData/status/1976626754057122188) [@MarhelmData](/creator/x/MarhelmData) 2025-10-10T12:31Z 15.3K followers, 1744 engagements


"The Asian container shipping network is expanding with the launch of the China-Southeast Asia (CS3) service by Wan Hai Lines Evergreen Marine and Yang Ming using five vessels (19002200 TEU) to connect North China directly to Indonesia and other regional ports"  
[X Link](https://x.com/MarhelmData/status/1977410420945330591) [@MarhelmData](/creator/x/MarhelmData) 2025-10-12T16:25Z 15.3K followers, 2328 engagements


"$INSW is re-domiciling its tanker fleet and holding companies from the Marshall Islands & Liberia to Bermuda. The NY-listed owner estimates the shift will cost $35M"  
[X Link](https://x.com/MarhelmData/status/1977734583828226498) [@MarhelmData](/creator/x/MarhelmData) 2025-10-13T13:54Z 15.3K followers, 2505 engagements


"Valaris wins a $140M BP drilling deal in Egypt. The 70400-gt Valaris DS-12 (built 2014) will drill X wells starting Q2 2026 over XXX days earning about $400000/day. Includes options for X more wells all X Valaris drillships with near-term slots now fully booked. $VAL"  
[X Link](https://x.com/MarhelmData/status/1978077419253772531) [@MarhelmData](/creator/x/MarhelmData) 2025-10-14T12:36Z 15.3K followers, 3070 engagements


""The market does not realize that Kosmos' problems are being solved." Fund Manager at Singular Asset Management Gabriel Castro and his insights on the left for dead oil producer Kosmos. $KOS Coming soon as a Marhelm deep dive interview"  
[X Link](https://x.com/MarhelmData/status/1978129567698030628) [@MarhelmData](/creator/x/MarhelmData) 2025-10-14T16:03Z 15.3K followers, 3872 engagements


"Increasingly likely electron bottlenecks have renewed our interest in the power market. But how does Australian coal fit into the picture @DattCapital took us through the outlook for Whitehaven and Yancoal. $WHC.AX $YAL.AX"  
[X Link](https://x.com/MarhelmData/status/1919856294942384337) [@MarhelmData](/creator/x/MarhelmData) 2025-05-06T20:46Z 15.3K followers, 4912 engagements


"LNG carrier fixtures are heading for a record year; XX short-term deals in Q3 vs XXX in Q2 and XX last year. Rates remain weak but new liquefaction projects and LNG sales could drive a fresh wave of newbuild orders into 2025. $CLCO $GLNG"  
[X Link](https://x.com/MarhelmData/status/1978077327159369807) [@MarhelmData](/creator/x/MarhelmData) 2025-10-14T12:36Z 15.3K followers, 2416 engagements


"Two Indian refiners bought 4M bbls of Guyanese crude from ExxonMobil marking rare imports from the South American producer. IOC took 2M bbls of Golden Arrowhead HPCL 2M bbls of Liza & Unity Gold. delivery in Dec 2025Jan 2026. Guyana's output is now 770k bpd. $XOM"  
[X Link](https://x.com/MarhelmData/status/1979255184569123285) [@MarhelmData](/creator/x/MarhelmData) 2025-10-17T18:36Z 15.3K followers, 1919 engagements