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

Marhelm posts on X about $fro, $dht, $insw, $val 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**
[finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [social networks](/list/social-networks) 

**Social topic influence**
[$fro](/topic/$fro) #325, [$dht](/topic/$dht) #7, [$insw](/topic/$insw) #3, [$val](/topic/$val), [china](/topic/china), [$eco](/topic/$eco), [$stng](/topic/$stng), [$rig](/topic/$rig), [$gogl](/topic/$gogl), [$pbr](/topic/$pbr)

**Top accounts mentioned or mentioned by**
[@stripe](/creator/undefined) [@traderferg](/creator/undefined) [@mercoglianos](/creator/undefined) [@gabcasla](/creator/undefined) [@ayusovalue](/creator/undefined) [@okalleklev](/creator/undefined) [@aagresearch](/creator/undefined) [@calvinfroedge](/creator/undefined) [@hkuppy](/creator/undefined) [@edfin](/creator/undefined) [@lingmerthstefan](/creator/undefined) [@daledelsureste](/creator/undefined) [@mfwarder](/creator/undefined) [@fmonaldi](/creator/undefined) [@irbezek](/creator/undefined) [@larrybird19701](/creator/undefined) [@icbarrett](/creator/undefined) [@tommydeepwater](/creator/undefined) [@ultradeep3](/creator/undefined) [@charlesbonnerjr](/creator/undefined)

**Top assets mentioned**
[Frontline Ltd. (FRO)](/topic/$fro) [dHedge DAO (DHT)](/topic/$dht) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [Validity (VAL)](/topic/$val) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Transocean LTD. (RIG)](/topic/$rig) [Golden Ocean Group Limited Common Stock (GOGL)](/topic/$gogl) [PolkaBridge (PBR)](/topic/$pbr) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Cool Company Ltd. (CLCO)](/topic/$clco) [Seadrill Limited (SDRL)](/topic/$sdrl) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk) [Exxon Mobil (XOM)](/topic/$xom) [Golar LNG Ltd (GLNG)](/topic/$glng) [Borr Drilling Limited (BORR)](/topic/$borr) [Noble Corporation (NE)](/topic/$ne) [Hafnia Limited (HAFN)](/topic/$hafn) [Ecopetrol S.A (EC)](/topic/$ec) [EURONAV NV (CMBT)](/topic/$cmbt) [Danaos Corporation (DAC)](/topic/$dac) [Matsons, Inc. (MATX)](/topic/$matx) [Diana Shipping, Inc. (DSX)](/topic/$dsx) [Tidewater, Inc. (TDW)](/topic/$tdw) [EURONAV NV (EURN)](/topic/$eurn) [Costamare Inc. (CMRE)](/topic/$cmre) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc) [Convex Finance (CVX)](/topic/$cvx) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Hess Corp. (HES)](/topic/$hes) [Peabody Energy Corporation (BTU)](/topic/$btu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"FITCH: CHINA REFINED FUELS DEMAND UP YEAR OVER YEAR REMAINS BELOW [----] LEVELS BUT CONSUMPTION WILL INCREASE WITH TRAVEL. REFINED EXPORT QUOTAS HAVE INCREASED BY 46% #OOTT $STNG $PSX $XOM $EC $PBR $HES $DHT $TNK $INSW $ASC $OXY $CVX $YPF https://www.fitchratings.com/research/corporate-finance/china-reopening-to-drive-modest-recovery-in-refined-oil-products-challenges-remain-20-02-2023 https://www.fitchratings.com/research/corporate-finance/china-reopening-to-drive-modest-recovery-in-refined-oil-products-challenges-remain-20-02-2023"  
[X Link](https://x.com/MarhelmData/status/1627780487572848640)  2023-02-20T21:21Z 12.7K followers, [---] engagements


"How bad was Brazil's Lula for investors when he served as president from 2003-2010 We decided to investigate directly from historical filings. Here's what we found: $PBR equity per share increased by nearly 20x during the time Lula was President"  
[X Link](https://x.com/MarhelmData/status/1632116533961826308)  2023-03-04T20:31Z 12.7K followers, [----] engagements


"Petrobras $PBR $PBR.A reported Q4 results last week achieving net income of $8.16B and declaring a dividend for the quarter of $1.05/share exceeding analyst estimates of zero by $1.05"  
[X Link](https://x.com/MarhelmData/status/1632148643988791302)  2023-03-04T22:38Z 12.7K followers, [----] engagements


"Bloomberg makes a graphic about dividends vs capex for oil companies fails to include $PBR which paid more dividends than $XOM last year. $XOM $CVX $COP $MRO $PXD $VLO $OXY $DVN $PSX"  
[X Link](https://x.com/MarhelmData/status/1632272129012924418)  2023-03-05T06:49Z 12.7K followers, [----] engagements


"NEW VLCC FIXTURE - MELODY HOPE (2022) BRRIO:KRINC CARRYING: CRUDE OIL CHARTERER: PETROBRAS GROSS PAY: $8.3M. DETAILS: $PBR $PBR.A $DHT $FRO $INSW $EURN $OET.OL $TNP http://marhelm.com/fixtures/6407b426401114019c226aa9 http://marhelm.com/fixtures/6407b426401114019c226aa9"  
[X Link](https://x.com/MarhelmData/status/1633517453115367434)  2023-03-08T17:18Z 12.7K followers, [----] engagements


"NEW CAPESIZE FIXTURE - $GOGL GOLDEN BEXLEY (2016) ROUTE: DAMPIER AUSTRALIA TO QINGDAO CHINA CARRYING: IRON ORE CHARTERER: RIO TINTO GROSS PAY: $1.45M. DETAILS: http://marhelm.com/fixtures/6407b426401114019c226a95 http://marhelm.com/fixtures/6407b426401114019c226a95"  
[X Link](https://x.com/MarhelmData/status/1633700566458150912)  2023-03-09T05:25Z 14.3K followers, [---] engagements


"$EC DIVIDEND GROWS 2% THIS WEEK AS US DOLLAR FALLS AGINST COLOMBIAN PESO"  
[X Link](https://x.com/MarhelmData/status/1634288100674359310)  2023-03-10T20:20Z 12.7K followers, [----] engagements


"Only [--] shipping stocks that we track were positive last week - none of them are US traded. Four trade in Norway and one trades in Russia. Two of them were Marhelm top picks"  
[X Link](https://x.com/MarhelmData/status/1635109500498878464)  2023-03-13T02:44Z 13.8K followers, [----] engagements


"We maintain that $OET.OL should do what is right for its shareholders - seek out the most profitable legal voyages not do what pleases financial media with certain political biases. @Edark94 The article is worse than I thought https://t.co/9LMsPf3Qco @Edark94 The article is worse than I thought https://t.co/9LMsPf3Qco"  
[X Link](https://x.com/MarhelmData/status/1635543193482678272)  2023-03-14T07:27Z 13.5K followers, 10.3K engagements


"$PBR generates FCF/capitalization yields that $XOM never has in its entire history as a company"  
[X Link](https://x.com/MarhelmData/status/1651622531164512281)  2023-04-27T16:21Z 12.7K followers, [----] engagements


"Why do $EC and $PBR generate superior ROA and ROE yields vs $XOM and $CVX This indicates that the South American giants have been able to get better returns on their capex than US multinationals"  
[X Link](https://x.com/MarhelmData/status/1651624363110563840)  2023-04-27T16:28Z 12.7K followers, [----] engagements


"Coming soon: Marhelm has conducted an exclusive interview with Deep Value Driller $DVD.OL CEO Svend Anton Maier on the offshore industry. $RIG $VAL $SLB $HAL $OIH $BORR $DO"  
[X Link](https://x.com/MarhelmData/status/1655651659639316487)  2023-05-08T19:11Z 12.7K followers, [----] engagements


"MARHELM DATA SHOWS LARGE MOVE UP IN VLCC EARNINGS GLOBALLY DESPITE MOVE LOWER IN TRADITIONAL TD3C ROUTE OFTEN QUOTED IN BLOOMBERG DUE TO HIGH VOLUME MOVE UP IN ATLANTIC BASIN - A FLURRY OF FIXTURES OUT OF HOUSTON. GET ACTUAL QUALITY DATA AT MARHELM. $DHT $FRO $INSW $OET.OL"  
[X Link](https://x.com/MarhelmData/status/1656738193427791885)  2023-05-11T19:09Z 12.7K followers, [----] engagements


"PETROBRAS RECORDS FOURTH HIGHEST EBITDA IN COMPANY HISTORY FOR Q1-23 $PBR $PBR.A"  
[X Link](https://x.com/MarhelmData/status/1656784848432902147)  2023-05-11T22:14Z 12.7K followers, 10.7K engagements


"MARKET SOURCES CITING COMPANY REPORTS: PETROBRAS HAS CORNERED THE WORLD'S OFFSHORE DRILLING MARKET $PBR $PBR.A #PETR4 @MarhelmData Its not gonna stop https://t.co/v5jEoyHiGz @MarhelmData Its not gonna stop https://t.co/v5jEoyHiGz"  
[X Link](https://x.com/MarhelmData/status/1656789330524876801)  2023-05-11T22:32Z 12.7K followers, 10.4K engagements


"Looking forward to $HAFNI earnings Friday. But we have to wait all weekend for the call good things and dividends come to those who wait #marhelm"  
[X Link](https://x.com/MarhelmData/status/1658988777426092032)  2023-05-18T00:12Z 12.7K followers, [----] engagements


"Despite temporary setbacks in Q [--] SFL anticipates improved earnings emphasizes proactive financial management fleet optimization and commitment to shareholder value. Mixed performance with challenges and positive achievements in contracts and profitability. $SFL"  
[X Link](https://x.com/MarhelmData/status/1659110324551786496)  2023-05-18T08:15Z [----] followers, [----] engagements


"Q1 Containers: The market is worried about the looming oversupply of container ships. $MPC however is focusing on ships between 1-8k TEU. The fleet in this range is older and the orderbook-to-fleet ratio is more moderate"  
[X Link](https://x.com/MarhelmData/status/1661007433639297024)  2023-05-23T13:53Z 12.3K followers, [----] engagements


"Container companies with ample cash and strong contract coverage are seen as the safest bets when new supply hits the water. $MPC is making a bet on intra-regional trade where demand growth is the highest. A winning strategy in the coming years"  
[X Link](https://x.com/MarhelmData/status/1661012361686429696)  2023-05-23T14:13Z 12.7K followers, [----] engagements


"CEO Constantin Baack has for some time underlined that enterprise value is covered. But how realistic is the significant upside potential An in-depth interview with CEO Baack coming up exclusively for Marhelm-subscribers: $MPC"  
[X Link](https://x.com/MarhelmData/status/1661027571738488835)  2023-05-23T15:13Z [----] followers, [--] engagements


"Term market held up well for the LNG shipping company Coolco in Q1 in spite of soft spot prices. European spot price (TTF) is back to oil parity $CLCO"  
[X Link](https://x.com/MarhelmData/status/1661048078332313606)  2023-05-23T16:34Z 12.5K followers, [----] engagements


"It's been a rough month to hold tankers. What's the crowd favorite among the following names #tankers $DHT $INSW $FRO $STNG"  
[X Link](https://x.com/MarhelmData/status/1661373897529253888)  2023-06-28T08:16Z [----] followers, [----] engagements


"What are these mystical energy investments with no downside Must be the ones in safe countries like the UK. $PBR $EC If you missed this episode today it is now available on youtube https://t.co/Ok2r7O4qxm Whats up with the Fed oil gold uranium wheat refineries and the product market This was definitely one not to miss @SantiagoAuFund @hkuppy @TomKloza https://t.co/g8xRJHztRN If you missed this episode today it is now available on youtube https://t.co/Ok2r7O4qxm Whats up with the Fed oil gold uranium wheat refineries and the product market This was definitely one not to miss @SantiagoAuFund"  
[X Link](https://x.com/MarhelmData/status/1661725349959352320)  2023-05-25T13:26Z 12.4K followers, [----] engagements


"Unpopular opinion: You can buy shipping and commodity stocks and still build wealth"  
[X Link](https://x.com/MarhelmData/status/1661868423381491712)  2023-05-25T22:54Z [----] followers, [--] engagements


"Northern Ocean on the offshore rig market: Floating rigs dayrates are back to 2015-levels. There is still reluctance in awarding longer duration contracts but only a matter of time before this becomes a trend. $NOL.NO $VAL $NE $RIG $SDRL"  
[X Link](https://x.com/MarhelmData/status/1663568833506942976)  2023-06-20T12:05Z [----] followers, [----] engagements


"Offshore drilling company Northern Ocean sees a flow of new inquiries from oil companies for work from late [----] and [----]. Expecting low contracting levels in the North Sea in [----] and next year. Rig exodus from Norway will continue. $NOL.NO $VAL $NE $RIG $SDRL"  
[X Link](https://x.com/MarhelmData/status/1663572126467608577)  2023-06-20T12:05Z [----] followers, [----] engagements


"Reporting on Q1 Jinhui Shipping sees weakness as short term. Long term a lack of industry consensus on next generation energy design and carbon emission will help hold the supply down. $JIN.OL $GOGL $HSHIP $SBLK $EGLE $DSX $GNK $SB $SFL $CMRE $TMI $NMM $BDRY $BELCO"  
[X Link](https://x.com/MarhelmData/status/1663993972757340161)  2023-05-31T19:40Z 14.9K followers, [----] engagements


"The speculative newbuild orders in oil tankers and dry bulk are lagging behind what we would normally see given the current orderbook -SFL CEO Ole Hjertaker Full story coming up exclusively for Marhelm-subscribers: $SFL $FRO $OET $SBLK $GOGL $GNK"  
[X Link](https://x.com/MarhelmData/status/1665775171133755395)  2023-06-05T17:38Z [----] followers, [----] engagements


"What - the Colombian Peso the #1 performing EM currency against the dollar this year @G_A_Wilson @Blackbox80 YTD variation of the exchange rates with USD https://t.co/JIaEbCeWUp @G_A_Wilson @Blackbox80 YTD variation of the exchange rates with USD https://t.co/JIaEbCeWUp"  
[X Link](https://x.com/MarhelmData/status/1665896234479910912)  2023-06-06T01:39Z 12.5K followers, [----] engagements


"$SFL MANAGEMENT TELLS MARHELM REGARDING TANKERS IN EXCLUSIVE INTERVIEW - "THERE ARE TOO FEW SHIPS TO MAINTAIN THE NEW NORMAL""  
[X Link](https://x.com/MarhelmData/status/1666465610098778112)  2023-06-07T15:22Z [----] followers, [----] engagements


"Debt refinancing will get more expensive for offshore rig companies. Bad news for the leveraged plays Full interview coming up with the Chairman of Prosafe and DVD Glen Roedland exclusively for Marhelm-subscribers: $RIG $VAL $NE $BORR $PRS.OL $DVD.OL https://go.marhelm.com/3IwAGhm https://go.marhelm.com/3IwAGhm"  
[X Link](https://x.com/MarhelmData/status/1666568048612917249)  2023-06-07T22:09Z 12.5K followers, [----] engagements


"Is OPEC running out of cheap onshore resources Industry-veteran Glen Roedland seems to think so. The offshore activity in the Middle East is a clear indication that the low-cost onshore oil has been developed. $RIG $VAL $NE $BORR $PRS.OL $DVD.OL"  
[X Link](https://x.com/MarhelmData/status/1666807850881138698)  2023-06-08T14:02Z [----] followers, [--] engagements


"This cycle is different. The North Sea and the Gulf of Mexico used to be the most active deepwater offshore region. This activity is now moving to South America and West Africa. Brazil is leading the way towards stable conditions for the industry. $RIG $VAL $NE $PBR"  
[X Link](https://x.com/MarhelmData/status/1666814466686849024)  2023-06-08T14:28Z [----] followers, [--] engagements


"This cycle is different. The North Sea and the Gulf of Mexico used to be the most active deepwater offshore regions. This activity is now moving to South America and West Africa. Brazil is leading the way towards stable conditions for the industry. $RIG $VAL $NE $PBR"  
[X Link](https://x.com/MarhelmData/status/1666820147053748226)  2023-06-08T14:51Z 12.7K followers, [----] engagements


"Lula is courting international investors. The Brazilian real is strengthening against the dollar. The oil services industry singles out Brazil as a leader in terms of good government and stable conditions for the industry. $PBR $RIG $VAL $SDRL $PRS.OL"  
[X Link](https://x.com/MarhelmData/status/1666829574947176448)  2023-06-08T15:28Z [----] followers, [--] engagements


"Lula is courting international investors. The Brazilian real is strengthening against the dollar. The oil services industry singles out Brazil as a leader in terms of good government and stable conditions for oil & gas. $PBR $RIG $VAL $SDRL $PRS.OL"  
[X Link](https://x.com/MarhelmData/status/1666833910003531779)  2023-06-08T15:45Z 10.4K followers, [----] engagements


"The North Sea is lagging behind. Offshore assets are moving to other more attractive areas. Its a global market but we also know that EBITDA per vessel has been strong in the North Sea. $OIH $RIG $VAL $PRS.OL"  
[X Link](https://x.com/MarhelmData/status/1667191474939674628)  2023-06-09T15:26Z 12.5K followers, [----] engagements


"We also see oil and gas countries that dont succeed due to lack of strong institutions and a stable investment environment for the oil industry for example Nigeria Mexico and Venezuela. Countries with potential but seen negatively by oil service companies. $OIH $PBR $RIG"  
[X Link](https://x.com/MarhelmData/status/1667240994264195093)  2023-06-09T18:43Z [----] followers, [--] engagements


"This week two new exclusive Marhelm-interviews are coming up. One with the offshore rig company Prosafe and one with container shipping company MPC. Looking for something special DM us for a demo. $MPCC.OL $SFL $OIH $RIG $VAL $PRS.OL"  
[X Link](https://x.com/MarhelmData/status/1668303301383684096)  2023-06-12T17:04Z [----] followers, [----] engagements


"Brazils leadership will be important in an offshore boom FPSO-maintenance is our fastest growing market Second exclusive Marhelm-interview on the rig market coming up: $OIH $PBR $RIG $NE $PRS.OL https://go.marhelm.com/3IwAGhm https://go.marhelm.com/3IwAGhm"  
[X Link](https://x.com/MarhelmData/status/1668361830199173122)  2023-06-12T20:57Z 12.4K followers, [----] engagements


"The market is concerned about potential oversupply in container shipping. For MPC however there could actually be a supply crunch in the next few years. Full exclusive Marhelm-interview with CEO Constantin Baack coming up: $ZIM $DAC $SFL $MPCC.OL"  
[X Link](https://x.com/MarhelmData/status/1668699639892131842)  2023-06-13T19:19Z [----] followers, [----] engagements


"Even after the drop from historic highs container freight and charter rates are still above historical averages Assuming upcoming fixtures at [--] year averages MPC would be able to pay back shareholders in [--] years. $ZIM $DAC $SFL $MPCC.OL"  
[X Link](https://x.com/MarhelmData/status/1668703641631440897)  2023-06-13T19:35Z [----] followers, [----] engagements


"MARHELM OBSERVES MULTIPLE VLCCs LOADING IN US GULF DISHCARGING FAR EAST FOR LUMP SUM OF $9.5M $DHT $INSW $FRO $EURN"  
[X Link](https://x.com/MarhelmData/status/1669060203445100559)  2023-06-14T19:12Z [----] followers, [--] engagements


"Container shipping companies are seeing a world moving toward deglobalization but less volume from China doesnt mean less trade. Exports from Southeast Asia are becoming more regionalized and the smaller container vessels benefit the most from it. $ZIM $DAC $SFL $MPCC.OL"  
[X Link](https://x.com/MarhelmData/status/1669370249995534337)  2023-06-15T15:44Z [----] followers, [----] engagements


"Six LNG vessels for Chevron on the way. $CVX Source: Maersk Broker"  
[X Link](https://x.com/MarhelmData/status/1669374210542796803)  2023-06-15T16:00Z [----] followers, [--] engagements


"MPCC doesnt mind acquiring new vessels in the current environment. With five new eco-design vessels the company raises EBITDA guidance from $420 - [---] million to $450 [----] million for [----]. MPCC keeps adding to a backlog that is already discounted. $ZIM $DAC $SFL $MPCC.OL"  
[X Link](https://x.com/MarhelmData/status/1669709732041445377)  2023-06-16T14:13Z [----] followers, [----] engagements


"MPCC has outperformed other container companies this year. It might be because people realize that profits will be more sticky. $ZIM $DAC $SFL $MPCC.OL"  
[X Link](https://x.com/MarhelmData/status/1670828472485265411)  2023-06-19T16:18Z [----] followers, [----] engagements


"MPCC makes a big point out of being a regional small vessel player. But what about counterparty risk A renegotiation of current contracts is unlikely. -CEO Constantin Baack $ZIM $DAC $SFL $MPCC.OL"  
[X Link](https://x.com/MarhelmData/status/1670830864517742594)  2023-06-19T16:28Z [----] followers, [----] engagements


"Turkey's steel rebar exports and ferrous scrap imports are now only $180-$185/mt apart. Cheaper steel prices in regions like Algeria Egypt and the UAE pose challenges for Turkish mills. The weak Turkish lira and high scrap prices have negatively affected steel margins"  
[X Link](https://x.com/MarhelmData/status/1671174819243540482)  2023-06-20T15:15Z 12.2K followers, [----] engagements


""Are you shareholder driven or management driven We are shareholder driven." Always great to hear from management directly at the Seatankers investor meeting hosted by DNB. $FRO $AGAS $SFL $GOGL $FLNG"  
[X Link](https://x.com/MarhelmData/status/1671222047517573127)  2023-06-20T18:22Z [----] followers, [----] engagements


"Seatankers shareholders benefit from having a "rich Uncle" in London who has shown a willingness to step in and support Companies during cyclical lows taking a disproportionate share of downside risk. $FRO $SFL $GOGL $AGAS $FLNG"  
[X Link](https://x.com/MarhelmData/status/1671242766196547587)  2023-06-20T19:45Z [----] followers, [----] engagements


"MARHELM OBSERVES MORE VLCC CARGOES LOADING USG FOR JULY - AT LEAST THREE NEW DEALS DONE AT LEVELS EXCEEDING $10M USD BOUND FOR FAR EASTERN PORTS. EXPECT LARGE US CRUDE DRAWS IN JULY. $DHT $INSW $FRO $EURN"  
[X Link](https://x.com/MarhelmData/status/1671513475229597698)  2023-06-21T13:40Z [----] followers, [--] engagements


"Seadrill has been getting less attention than other offshore drillers. This is changing. There is growing expectation that the company will narrow its fleet focus and present a new dividend policy. $RIG $VAL $NE $SDRL $OIH"  
[X Link](https://x.com/MarhelmData/status/1671536405997035526)  2023-06-21T15:11Z [----] followers, [--] engagements


"The sudden stampede into $PBR and the stream of new buy recommendations by analysts is something to behold. At Marhelm we have the courage to risk our performance and reputation on picks nobody else likes. We don't follow trends we anticipate them. ++ Santander eleva recomendao para os ADRs da Petrobras (#PETR3; #PETR4) de neutra para outperform (equivalente a compra) com preo-alvo a US$ [--] (BDM) ++ Santander eleva recomendao para os ADRs da Petrobras (#PETR3; #PETR4) de neutra para outperform (equivalente a compra) com preo-alvo a US$ [--] (BDM)"  
[X Link](https://x.com/MarhelmData/status/1671536538981638145)  2023-06-21T15:12Z 12.4K followers, [----] engagements


"$SFL CEO discusses how they manage market cycles"  
[X Link](https://x.com/MarhelmData/status/1671634556724576258)  2023-06-21T21:41Z [----] followers, [---] engagements


"The reshoring of commodity production is real. Norway now opens up for seabed mining of copper cobalt and nickel. Higher commodity prices have made seabed mining economically viable. Particularly in copper a growing supply deficit is expected. #copper $OIH $SLB $PGS.OL"  
[X Link](https://x.com/MarhelmData/status/1671920181814214668)  2023-06-22T16:36Z 12.3K followers, [----] engagements


"Transocean has just sold off two of its semi submersible rigs to Dolphin Drilling. The offshore drillers are optimizing their fleets and getting rid of non-core assets. A similar move is expected from Seadrill which is likely to sell its jackups. $RIG $VAL $SDRL $DDRIL.OL"  
[X Link](https://x.com/MarhelmData/status/1672275754267049985)  2023-06-23T16:09Z [----] followers, [--] engagements


"Is the market for offshore rigs a global one According to Dolphin Drilling there are regional differences. Some regional markets are better but you need to qualify for it. Asia the Mediterranean and West-Africa are the most interesting regions $RIG $VAL $SDRL $DDRIL.OL"  
[X Link](https://x.com/MarhelmData/status/1672279693083529216)  2023-06-23T16:25Z [----] followers, [--] engagements


"Which offshore driller is the most attractive In an update Seadrill points to premium rates compared to industry. Along with Noble it has the youngest fleet. Valaris has the best debt profile however. $XES $SDRL $RIG $NE $VAL"  
[X Link](https://x.com/MarhelmData/status/1673778913116291074)  2023-06-27T19:42Z 12.5K followers, 18.4K engagements


"Marhelm now includes preferred shares (typically pay 8-10%) in our trackers and automatically computes the effect on NAV per issuer. Notice any we missed $TNP-PF $TNP-PE $PXSAP $SB-PC $SB-PD $DSX-PB $CMRE-PB $CMRE-PC $CMRE-PD $CMRE-PE $GSL-PB $GMLPF $DLNG-PA $DLNG-PB"  
[X Link](https://x.com/MarhelmData/status/1674139775933075465)  2023-06-28T19:36Z 14.9K followers, [----] engagements


"Excerpt from Argus special report on crude market"  
[X Link](https://x.com/MarhelmData/status/1674443662380396545)  2023-06-29T15:44Z 12.4K followers, [----] engagements


"Marhelm now automatically publishes SEC filings for dozens of US listed maritime equities on their respective news page and on our dashboard"  
[X Link](https://x.com/anyuser/status/1674514352114630656)  2023-06-29T20:42Z [--] followers, [----] engagements


"$OKENF secures a loan to optimize its capital structure and refinance debts at better terms. The funds will be used to repay existing debt related to three vessels built in 2019: VLCC Nissos Keros Kimolos and Folegandros"  
[X Link](https://x.com/MarhelmData/status/1675796611350372352)  2023-07-03T09:20Z 13.8K followers, [----] engagements


"Car carriers have had a run. Is there value Gram has most of its fleet on longer contracts with some openings later this year. At the current stock price most analysts estimate a dividend yield of [--] percent CEO Gram Car Carriers Georg Whist $GCC.OL $HAUTO.OL $WAWI.OL"  
[X Link](https://x.com/MarhelmData/status/1676670319959089152)  2023-07-05T19:12Z 12.5K followers, [----] engagements


"Aframaxes once dominant in the trans-Atlantic freight market have seen a decline in their share of crude export barrels to Europe. VLCCs now carry nearly 49% of exports while Suezmaxes and Aframaxes each hold just over 25%. $TNP $TNK $FRO $INSW $DHT. "  
[X Link](https://x.com/MarhelmData/status/1677208001118175234)  2023-07-08T02:43Z [----] followers, [----] engagements


"DNB investment bankers think that offshore drilling has entered a new phase. It started as a supply driven recovery with debt conversion and asset retirements. Next years will increasingly be demand-driven. $XES $RIG $VAL $NE"  
[X Link](https://x.com/MarhelmData/status/1677365446415196161)  2023-07-07T22:02Z [----] followers, [----] engagements


"Noble Corp CFO Richard Barker spoke on future demand at the recent offshore Marine Money-event "We expect a demand for [--] more tier [--] drillships in the coming [--] - [--] months. All sidelined capacity needs to come back to the market to meet demand." $XES $RIG $VAL $NE"  
[X Link](https://x.com/MarhelmData/status/1677366314438991888)  2023-07-07T22:02Z [----] followers, [----] engagements


"Are the diversified drillers trading at a conglomerate discount vs the pure plays such as Borr and Transocean Valaris CFO Chris Weber dismisses this. The pure plays are trading at a premium. $XES $RIG $VAL $NE"  
[X Link](https://x.com/MarhelmData/status/1677366391098286106)  2023-07-07T17:18Z 12.7K followers, [----] engagements


"Investors have turned more cash flow-oriented and the drillers know. Noble has announced a $400 million buyback program whereas Valaris is aiming at $150 million in buybacks this year. $XES $RIG $VAL $NE $SDRL"  
[X Link](https://x.com/MarhelmData/status/1677367919355805696)  2023-07-07T17:24Z [----] followers, [--] engagements


"Attention in #offshore is turning towards recontracting and the harvesting of an improved rate environment. In terms of recontracting Valaris currently has the most torque CFO Chris Weber. Three drillships are open for contracting early next year. $XES $RIG $VAL $NE"  
[X Link](https://x.com/MarhelmData/status/1677368107839414280)  2023-07-07T17:24Z 12.3K followers, [----] engagements


"Valaris thinks we need to see day rates at $1 million to promote ordering in the #offshore #rig sector. It would require three years at the yard and at least a five-year contract. Nobody is willing to commit for nearly [--] years right now $XES $RIG $VAL $NE"  
[X Link](https://x.com/MarhelmData/status/1677368376023212033)  2023-07-07T17:25Z [----] followers, [--] engagements


"The Black Sea Grain Initiative ensuring food supplies from Europe to Asia is uncertain as Russia has threatened to withdraw from the deal. Disrupted exports may affect global wheat and corn supplies as both countries are major players in these markets"  
[X Link](https://x.com/MarhelmData/status/1678388435164200961)  2023-07-12T23:38Z [----] followers, [----] engagements


"Deep-sea mining is expected to provide battery metals for the global energy transition regardless of the International Seabed Authority's meeting outcome. Commercial interest primarily lies in polymetallic nodules which contain cobalt copper nickel and manganese"  
[X Link](https://x.com/MarhelmData/status/1678470604771434505)  2023-07-12T05:46Z [----] followers, [----] engagements


"South Korea's jet fuel demand may surpass [---] million passengers in Q3 prompting refiners to adjust yields. Korea lags many other nations who have already exceeded their pre covid passenger volumes"  
[X Link](https://x.com/MarhelmData/status/1678760570449739776)  2023-07-11T14:56Z [----] followers, [----] engagements


"DNB Investment banking thinks that Valaris is the most investable of the drillers. Valaris is traded in ETFs as well. This broader shareholder base gives less volatility and makes Valaris more interesting for general investors $XES $VAL $SDRL $NE $RIG"  
[X Link](https://x.com/MarhelmData/status/1679156441263878146)  2023-07-12T15:51Z 12.7K followers, [----] engagements


"Estimated EBITDA for Valaris in 23-24 is a lot less than for Noble. Some of the rig contracts have very low rates. There is also more idle capacity in the fleet. $XES $VAL $RIG $NE $OIH $DO"  
[X Link](https://x.com/MarhelmData/status/1679156563078938627)  2023-07-12T15:51Z 12.5K followers, [----] engagements


"MEG/East VLCC rates have softened with rates now in the WS 40s for non/non. Modern tonnage maintains around WS [--] for China discharge and TCEs are decent for summer. Charterers have efficiently secured vessels leaving uncertainties regarding July laycans. $DHT $INSW $FRO"  
[X Link](https://x.com/MarhelmData/status/1679474478168850433)  2023-07-13T12:54Z [----] followers, [--] engagements


"US shale is stagnating and focus is moving offshore. Its too early to write off the shale drillers though. NorAm drilling is seeing increasing market share and surging profits. Dividend payments are monthly and on track for a 20+ annual yield. $OIH $XES $NORAM.OL $RIG $VAL"  
[X Link](https://x.com/MarhelmData/status/1679486195959578625)  2023-07-13T13:41Z 15.1K followers, [----] engagements


"Noble has announced a $0.30 quarterly dividend and Fearnley expects a 12% yield from Seadrill through [----]. Seadrill has weaker current contracts than Noble but both can expect a lot of recontracting the next [--] years. $XES $RIG $NE $VAL $SDRL"  
[X Link](https://x.com/MarhelmData/status/1679499677694033929)  2023-07-13T14:35Z 12.5K followers, [----] engagements


"Car carrier shipping is raising its bet on growing car exports from Asia. Hoegh Autoliners has exercised an option to construct four new multi-fuel net zero carbon ready Aurora class vessels. The company has [--] vessels in its newbuild program. $HAUTO.OL $WAWI.OL $GCC.OL"  
[X Link](https://x.com/MarhelmData/status/1680931167137144833)  2023-07-17T13:23Z 14.8K followers, [----] engagements


"Dry bulk rate update per Ifchor - single digits spot rates MTD for minor bulkers Period rates aren't much better #drybulk $GOGL $EGLE $CMRE $SB $SBLK"  
[X Link](https://x.com/MarhelmData/status/1681066052279468033)  2023-07-17T22:19Z [----] followers, [----] engagements


"MARHELM OBSERVES MORE THAN HALF A DOZEN NEW VLCC FIXTURES ANNOUNCED FOR CHINA DISCHARGE - SOMETHING IS HAPPENING $DHT $INSW $FRO $EURN #TANKERS #OIL #OOTT"  
[X Link](https://x.com/MarhelmData/status/1681309980165824512)  2023-07-21T01:38Z [----] followers, [----] engagements


"If you invest in Fredriksens dividend paying companies and like to keep it simple at a back-of-the-envelope-level NorAm certainly helps you with that. At a share price of [--] NOK current yield is [--] percent. $FRO $GOGL $SFL $AGAS.OL $NORAM.OL"  
[X Link](https://x.com/MarhelmData/status/1681667862950191104)  2023-07-19T14:10Z [----] followers, [--] engagements


"MARHELM SOURCES - ARAMCO HAS PURCHASED US ORIGIN CRUDE LOADING IN LATE AUGUST"  
[X Link](https://x.com/MarhelmData/status/1681720108442439680)  2023-07-19T19:00Z [----] followers, 16.2K engagements


"FROM ANAS ALHAJI DAILY ENERGY REPORT - US GASOLINE INVENTORIES HAVE COLLAPSED TO LOWEST SEASONAL LEVEL SINCE [----] GASOLINE INVENTORIES AT "CRITICAL" LEVEL"  
[X Link](https://x.com/MarhelmData/status/1681734136367570944)  2023-07-19T23:23Z [----] followers, [----] engagements


"Looks like Marhelm and Fearnleys are quite in alignment on top picks We just highlighted in our product tanker special report exactly why $HAFNI.OL beats out peers in generating returns for shareholders. We hold $OET.OL and published as a trade idea buying $DHT at YTD low"  
[X Link](https://x.com/MarhelmData/status/1683491141277057034)  2023-07-31T14:44Z [----] followers, [----] engagements


"Q2: Standard Supply will pay a dividend of $0.02 (02 NOK) The company Board aims at another $0.05 from an expected vessel sale in mid-august. EBITDA for the quarter is expected to be $5.9 MUSD. #offshore $TDW $STSU.OL $EIOF.OL $SOFF.OL"  
[X Link](https://x.com/MarhelmData/status/1686023195181166593)  2023-08-02T20:34Z [----] followers, [----] engagements


"Q2: Transocean expects day rates in "the high 500s" for high spec harsh semis and ultra deep water. According to DNB a day rate of $550000 generates about $128 million in EBITDA per rig per year for the drillers. $XES $RIG $VAL $DO $SDRL"  
[X Link](https://x.com/MarhelmData/status/1686741819839635456)  2023-08-05T01:28Z [----] followers, [----] engagements


"#Q2 Noble reported a backlog of $5 billion and reiterated its [----] EBITDA-guiding at $725-825 million. $RIG $NE $VAL $SDRL $XES"  
[X Link](https://x.com/MarhelmData/status/1687488450486849536)  2023-08-04T15:39Z 12.2K followers, [----] engagements


"Q2 [----] has seen a lackluster performance from dry bulk shipping firms impacting their stock values. $2343. $SBLK experienced significant revenue decreases in this period primarily attributed to reduced freight rates. #drybulk $DSX $DNORD $GOGL"  
[X Link](https://x.com/MarhelmData/status/1688925110751854592)  2023-08-08T14:48Z 15.1K followers, [----] engagements


"Saudi Arabia's production cuts prompt non-OPEC countries to increase output via floating production. Non-OPEC to rise 2.1m b/d in [----] 1.2m b/d in [----] offsetting OPEC+ drops. EIA forecasts global oil growth: 1.4m b/d in [----] 1.7m b/d in 2024"  
[X Link](https://x.com/MarhelmData/status/1689325326327742464)  2023-08-09T17:18Z [----] followers, [----] engagements


"Marhelm will be releasing a special crude tanker deep dive next week - Industry dynamics worth paying attention to - Rate benchmarks - NAVs build years LTV fleet composition - Realized Q2 rates - Return policies of each company - Yield of each equity - Good / bad comparisons"  
[X Link](https://x.com/MarhelmData/status/1690412066249510912)  2023-08-12T17:16Z [----] followers, [----] engagements


"You won't want to miss the upcoming Marhelm deep dive on crude tanker stocks. Follow up to the product tankers & dry bulk deep dives over previous weeks. $OET.OL $DHT $FRO $TNK $NAT $EURN $INSW"  
[X Link](https://x.com/MarhelmData/status/1690412377177489408)  2023-08-12T17:18Z [----] followers, [----] engagements


"China surpasses Greece with the largest merchant fleet by gross tonnage. China has doubled its fleet capacity the last decade"  
[X Link](https://x.com/MarhelmData/status/1691081656696754176)  2023-08-14T13:37Z [----] followers, [----] engagements


"Unsure on crude or product ask your Doctor if $INSW may be right for you"  
[X Link](https://x.com/MarhelmData/status/1691092565964300288)  2023-08-14T14:21Z 14.5K followers, [----] engagements


"Marhelm has released a special [--] page report on the crude tanker sector with comparative analysis on all companies and exploration of the dynamics at play. DM us or schedule a demo if you are interested in gaining access. $TNK $INSW $FRO $DHT $OET.OL $EURN $NAT"  
[X Link](https://x.com/MarhelmData/status/1691115117759623169)  2023-08-14T15:50Z [----] followers, 11K engagements


"$XOM $HES Guyana allows Exxon to unitize Liza and Payara fields enabling an FPSO to extract oil from one field's well to another. Unitization pertains to multi-license reservoir development"  
[X Link](https://x.com/MarhelmData/status/1691436171966980097)  2023-08-15T13:06Z 12.5K followers, [----] engagements


"@AyusoValue @mintzmyer We all know that trade lanes have shifted significantly in past [--] years. as per tanker companies brokers and analysts. Yet everything Baltic publishes is based on a few benchmark routes. Bloomberg picks that data up. And everyone using that is getting wrong info"  
[X Link](https://x.com/MarhelmData/status/1691677413212577967)  2023-08-16T05:04Z [----] followers, [---] engagements


"@AyusoValue @mintzmyer Just compare Baltic rates to quarterly reports. They're way off. Bloomberg guys look up their quotes like it's the gospel then are surprised when $DHT posts $65k spot for Q2 instead of the dumpster rates Baltic publishes. Not saying we're perfect but we're closer to reality"  
[X Link](https://x.com/MarhelmData/status/1691678527181963445)  2023-08-16T05:09Z [----] followers, [---] engagements


"Average VLCC earnings by decade since the 1970s. $DHT $INSW $FRO $EURN"  
[X Link](https://x.com/MarhelmData/status/1691707748730150967)  2023-08-16T07:05Z 12.7K followers, [----] engagements


"$PSHG $TOPS $IMPP $OP The living organism of dilution"  
[X Link](https://x.com/MarhelmData/status/1691840300568789378)  2023-08-16T15:52Z [----] followers, [----] engagements


"Wednesday saw short-term shipment rates from Far East to East Coast at $3121/FEU up 41% from Q3 start. Rates are 14% over long-term averages remaining high this month surpassing contracts"  
[X Link](https://x.com/MarhelmData/status/1692161004761698811)  2023-08-17T13:06Z [----] followers, [---] engagements


"Q2 Asian vehicle exports rose 39% YoY with strong Chinese South Korean and Japanese shipments. China led in exporting to Europe (126% YoY growth) while South Korea increased exports by 50% to the USA and 25% to Europe in H1. #carcarriers"  
[X Link](https://x.com/MarhelmData/status/1692161336002723897)  2023-08-17T13:07Z [----] followers, [----] engagements


"Marhelm has completed a half hour deep dive on the mechanics of global #containers logistics with GenFlat a team of former Long Beach Port commissioners who manufactured a patented solution to the $20B container repositioning problem. Here's a preview. $zim $gsl $dac $esea"  
[X Link](https://x.com/MarhelmData/status/1692224787806892536)  2023-08-17T17:20Z [----] followers, [----] engagements


"SFL improved its net income from $63 million in Q1 to $169 million in Q2. A dividend of $024 was maintained and the company sees a strong cash flow from its rig units from Q3 onwards. $SFL $ZIM $WAWI.OL"  
[X Link](https://x.com/MarhelmData/status/1692245574399963337)  2023-08-17T18:42Z [----] followers, [----] engagements


"DIMINISHING RETURNS IN US SHALE #OOTT $PBR $OXY $XOM $EC $CVX $HES $DVN $SHEL $YPF $EGY http://www.creditbubblestocks.com/2023/08/update-on-shale-treadmill.html http://www.creditbubblestocks.com/2023/08/update-on-shale-treadmill.html"  
[X Link](https://x.com/MarhelmData/status/1692247274934419635)  2023-08-17T18:49Z 12.5K followers, [----] engagements


"Argus: US thermal coal exports surged 21.1% in Jan-June driven by a 52.5% increase in shipments to India. June saw a 12.3% YoY increase in shipments to India all from Baltimore Maryland"  
[X Link](https://x.com/MarhelmData/status/1692556816083743142)  2023-08-18T15:19Z [----] followers, 15K engagements


"Vortexa: Despite falling exports August has seen high levels of Saudi crude arrivals primarily in Asia notably in China. Core Asian buyers including China Japan India and Taiwan are raising imports by [---] mbd supported by strong global product margins. #OOTT"  
[X Link](https://x.com/MarhelmData/status/1692557276517704038)  2023-08-18T15:21Z [----] followers, [----] engagements


"@Vmaxpax There has so far not been a measurable impact on oil demand due to EVs and Russian impact on tonne miles is at least 10% with no fleet growth"  
[X Link](https://x.com/anyuser/status/1693097284806836233)  2023-08-20T03:07Z [--] followers, [---] engagements


"$SHEL and $DELT begin site surveys for the Selene North Sea well targeting [---] billion cubic feet of gas with a geological success chance of 70%. Shell covers 75% of drilling costs up to $25 million. Drilling is set for mid-2024. Deltic has a 50% working interest in the well"  
[X Link](https://x.com/MarhelmData/status/1693608336262881473)  2023-08-21T12:57Z 14.9K followers, [----] engagements


"Tanker average TCE up in 2Q23 vs 2Q22 with revenue rising 145.2%. Euronav's revenue surged 191.2% to $321.5M and DHT had 108.2% growth to $114M per Drewry. $EURN $ASC $TK $NAT $FRO $TNP $DHT"  
[X Link](https://x.com/MarhelmData/status/1693610922978258990)  2023-08-21T13:08Z 13.9K followers, [----] engagements


"Chile and Peru account for 38% of world copper production. In a decade the US expected to import 2/3 of its copper needs. India imported a record 1.8MT of copper last year consumption expected to grow 22%+ by [----]. Energy transition equipment driving demand for copper"  
[X Link](https://x.com/MarhelmData/status/1693626162340082045)  2023-08-21T14:08Z [----] followers, [----] engagements


"Marhelm community discussing the great @marketplunger1 podcast with Subsea7 CEO John Evans. "First of all we have to return money to shareholders that is sacrosanct to us and we have looked at that during good times and bad times." Music to our ears"  
[X Link](https://x.com/MarhelmData/status/1693654180869652705)  2023-08-21T15:59Z [----] followers, [----] engagements


"India's July oil imports: Russia down to [----] million bpd (-5.7%) Saudi Arabia to [------] bpd (-26%) amid rising prices output cuts. Monsoon maintenance caused a 5.2% overall drop to [---] million bpd"  
[X Link](https://x.com/MarhelmData/status/1694015249668575324)  2023-08-22T15:54Z [----] followers, [----] engagements


"Major oil companies aim for the implementation of a North Sea electrification project by December [----]. $HBR $TTE $SHEL $BP"  
[X Link](https://x.com/MarhelmData/status/1694015375992586671)  2023-08-22T15:55Z 12.7K followers, [----] engagements


"China produced [----] million mt of crude steel in July consistent with recent months. Year-to-date steel production reached [-----] million mt a 2.5% decline from last year. Analysts predict a production slowdown for the rest of the year due to low demand and narrow margins"  
[X Link](https://x.com/MarhelmData/status/1694333707379716389)  2023-08-23T13:00Z [----] followers, [----] engagements


"Reported historic TCEs show how wild [----] was. Will we see quarterly TCEs over $100k/day this cycle $DHT $EURN $FRO"  
[X Link](https://x.com/MarhelmData/status/1694341218396696927)  2023-08-23T13:30Z [----] followers, [----] engagements


"Will we see $DHT $EURN or $FRO report a quarterly TCE of over $100k/day for VLCCs by 2026"  
[X Link](https://x.com/MarhelmData/status/1694341788641718395)  2023-08-23T13:32Z [----] followers, [----] engagements


"Panama Canal congestion on the verge of making new all time highs"  
[X Link](https://x.com/MarhelmData/status/1694351728328503661)  2023-08-23T14:11Z [----] followers, [----] engagements


"The crude market is OPEC resolve vs OECD hopes and paper. In the 1970s OPEC resolve won for more than a decade. It started with the exhaustion of US domestic spare capacity. US prime rate went to 22% and the US created the Strategic Petroleum Reserve. Who is your money on"  
[X Link](https://x.com/MarhelmData/status/1694395296141201802)  2023-08-23T17:04Z [----] followers, [----] engagements


"Does it make more sense to talk about the orderbook on a nominal basis and not a % of fleet Either way looks pretty solid. $EGLE $SBLK $HSHP $GNK"  
[X Link](https://x.com/MarhelmData/status/1694708811871953314)  2023-08-24T13:50Z 14.9K followers, [----] engagements


"MARHELM RELEASES STREET HIGH $82000 PRICE TARGET ON $NVDA THIS WOULD BE A $200T MARKET CAPITALIZATION WHICH SEEMS REASONABLE TO US ONLY DOUBLE SIZE OF WORLD ECONOMY CURRENTLY MARHELM CITES AI TRENDS AND DATA CENTER SPENDING"  
[X Link](https://x.com/MarhelmData/status/1694764587688636897)  2023-08-24T17:32Z [----] followers, [--] engagements


"Hilariously the numbers and guidance $NVDA is posting isn't even that crazy relative to its own history"  
[X Link](https://x.com/MarhelmData/status/1694768655383327065)  2023-08-24T17:48Z [----] followers, [----] engagements


"We find parallels to $NVDA in $CSCO the darling of the .com bubble. Analysts also lost their ability to form complete sentences around $CSCO. Data center growth was indeed a long term trend. But $CSCO after [--] years still hasn't reached its .com bubble peaks. Buyer beware"  
[X Link](https://x.com/anyuser/status/1694769438287863911)  2023-08-24T17:51Z [--] followers, [----] engagements


"As much as we'd love this to be true it seems LaDuc has mistaken Blackstone for Blackrock $NVDA $BLK $BX"  
[X Link](https://x.com/MarhelmData/status/1694901359676436710)  2023-08-25T02:35Z [----] followers, [----] engagements


"@ed_fin Crude newbuilds taking clean cargoes on maiden voyage what is the potential impact Management has not done the calculation but it is a fair volume"  
[X Link](https://x.com/MarhelmData/status/1695058734018400283)  2023-08-25T13:01Z [----] followers, [---] engagements


"@ed_fin Does management have a specific belief in methanol carriers or was this driven by Total Management is proud of the partnership with Total. Does not provide more color"  
[X Link](https://x.com/MarhelmData/status/1695059010230129115)  2023-08-25T13:02Z [----] followers, [---] engagements


"MARHELM SOURCES: RUMORED MORE THAN A DOZEN PSV VESSELS WILL LEAVE THE NORTH SEA DUE TO SKYROCKETING GLOBAL DEMAND #OFFSHORE"  
[X Link](https://x.com/MarhelmData/status/1695123399561920538)  2023-08-25T17:18Z [----] followers, [----] engagements


"We keep hearing about how it's never been more over for the refiner trade. Seems more like a new normal. $PBF $VTNR $VLO $DINO $PSX $DK"  
[X Link](https://x.com/MarhelmData/status/1695229788808519968)  2023-08-26T00:20Z 12.5K followers, [----] engagements


"Europe and North America just don't matter as much to global oil demand anymore"  
[X Link](https://x.com/MarhelmData/status/1695478042989146135)  2023-08-26T16:47Z [----] followers, [----] engagements


"The Santos-led Barossa project's FPSO unit is 73% complete with [----] million safe work hours. Cost inflation impacts construction but lease economics stay stable. Barossa Gas starts production in [----] for Darwin LNG. The FPSO market remains resilient. $BWO.OL $STO.AU"  
[X Link](https://x.com/MarhelmData/status/1696112633118597499)  2023-08-28T10:48Z [----] followers, [----] engagements


"$GOGL has now proven they can essentially make money in any market condition given their low break-evens and premium returns to indexes. Focused on shareholders returns will be impressive as the market firms"  
[X Link](https://x.com/MarhelmData/status/1696606418940448917)  2023-08-29T19:31Z [----] followers, [----] engagements


"Want to see how your favorite tanker Company is doing Marhelm remains the best way for investors to track markets across shipping sectors. $DHT $INSW $EURN $FRO"  
[X Link](https://x.com/MarhelmData/status/1697589482092970008)  2023-09-01T12:37Z [----] followers, [----] engagements


"China has issued its third batch of refined oil export quotas totaling 12MT for [----]. This follows strong demand and export profits with actual exports exceeding existing quotas by 10% for August and September"  
[X Link](https://x.com/MarhelmData/status/1697592946319634582)  2023-09-01T12:51Z 12.8K followers, [----] engagements


"Hegh Autoliners a car shipping company has secured a contract with a major international car manufacturer to transport electric cars from Asia to Europe and the USA until the beginning of [----]. $HAUTO.OL"  
[X Link](https://x.com/MarhelmData/status/1697593496784265469)  2023-09-01T12:53Z [----] followers, [----] engagements


"Iran's August crude and condensate exports averaged [---] million barrels per day slightly below the previous month but surpassing the 12-month average. Furthermore [--] new tankers have joined Iran's trade in [----] enhancing export capacity"  
[X Link](https://x.com/MarhelmData/status/1698972987679293469)  2023-09-05T08:15Z [----] followers, [----] engagements


"Russian seaborne oil exports in August hit an 11-month low averaging [----] million barrels per day (b/d) the lowest since September [----] primarily due to heavy refining maintenance impacting oil product exports and ongoing crude output cuts and Black Sea tensions"  
[X Link](https://x.com/MarhelmData/status/1699039376913715486)  2023-09-05T12:38Z [----] followers, [----] engagements


"In [----] Shell's Jonker discovery in Namibia represents 57% of Africa's findings (285 million barrels) with Algeria and Zimbabwe contributing significantly. Overall Africa discovered nearly [---] million barrels of oil equivalent this year"  
[X Link](https://x.com/MarhelmData/status/1699326818938188166)  2023-09-06T07:41Z [----] followers, [----] engagements


"So you are telling me offshore player $VAL has no debt and no one can order new rigs + offshore drilling continues to grow Has anyone said this time is different"  
[X Link](https://x.com/MarhelmData/status/1699440042463068200)  2023-09-06T15:10Z 12.3K followers, [----] engagements


"$VAL JV with Saudi Aramco the largest customer for jack-up rigs in the world provides high utilization and stable cash flows"  
[X Link](https://x.com/MarhelmData/status/1699443644418146420)  2023-09-06T15:25Z [----] followers, [----] engagements


"While there is ample non-OPEC supply in the short term long-term growth could face challenges due to inflation and restricted investments in the upstream sector"  
[X Link](https://x.com/MarhelmData/status/1699485363457384478)  2023-09-06T18:11Z [----] followers, [----] engagements


"India reorients its oil focus towards Russia while South Korea turns to the United States"  
[X Link](https://x.com/MarhelmData/status/1699711855806292020)  2023-09-07T09:11Z [----] followers, [---] engagements


"'To meet growing energy demand the world needs to invest approximately $500 billion each year for the next [--] years in oil and gas. As compared to the $300 billion to $400 billion invested annually in the last [--] years.' John Hess $HES"  
[X Link](https://x.com/MarhelmData/status/1699799090341830991)  2023-09-07T14:57Z [----] followers, [----] engagements


"Guyana oil going to fuel Atlantic VLCC market for years to come. $HES Guyana is truly a transformational investment opportunity for us. We have discovered greater than $11 billion gross barrels of oil equivalent of recoverable resource and are positioned to grow gross production to more than [---] million barrels of oil per day in 2027"  
[X Link](https://x.com/MarhelmData/status/1699799757060006294)  2023-09-07T15:00Z [----] followers, [----] engagements


"Marhelm has completed a [--] minute interview with Klaveness Combination Carriers on the unique combined dry bulk and tanker shipping market they serve. The interview will be available to subscribers within [--] hours. Non subscribers can gain access by requesting a demo"  
[X Link](https://x.com/MarhelmData/status/1699854755911086561)  2023-09-07T18:38Z [----] followers, [----] engagements


"MARHELM SOURCES: REFINED PRODUCT SHIPPING "HIGHLY DISRUPTED" A LARGE NUMBER OF CLEAN CARGOES HEADED FROM ASIA TO WEST COAST AMERICAS $STNG $ASC $DIS.MI $HAFNI.OL $TRMD $PXS"  
[X Link](https://x.com/MarhelmData/status/1699990774715142230)  2023-09-08T03:39Z [----] followers, [----] engagements


"Any followers in Madrid If so we invite you to a #ShipTwit meetup near Parque del Retiro next Friday (September 15th)"  
[X Link](https://x.com/MarhelmData/status/1700148851947032895)  2023-09-08T14:07Z [----] followers, [----] engagements


"In August Saudi Arabia significantly reduced its crude and condensate exports surpassing a [--] million barrel per day decrease compared to July and a [---] mbd drop from the [----] and H1 [----] average"  
[X Link](https://x.com/MarhelmData/status/1700177180183929262)  2023-09-08T16:00Z [----] followers, [----] engagements


"Chinese imports dropped faster than exports nearing record trade balance highs. This signal slowed Chinese goods exports due to global factors and a shift toward services consumption but also indicates weaker domestic demand"  
[X Link](https://x.com/MarhelmData/status/1700494513272201383)  2023-09-09T13:01Z 12.2K followers, [----] engagements


"In the Middle East offshore oil production has gained significance growing from 26% to 39% of total liquids production in Saudi Arabia between [----] and [----]. Similarly the UAE has seen its offshore production share rise from 35% in [----] to 49% in 2023"  
[X Link](https://x.com/MarhelmData/status/1700875523818430527)  2023-09-10T14:15Z [----] followers, [----] engagements


"LIBYA HAS CLOSED ITS MAJOR OIL PORTS FOR AT LEAST THREE DAYS AS NATION BRACES FOR MAJOR HURRICANE - OIL TRADERS ANXIOUSLY AWAIT FUTURES OPEN"  
[X Link](https://x.com/MarhelmData/status/1700943269377516029)  2023-09-10T18:44Z [----] followers, [----] engagements


"Good discussion on this weeks live Weekly Round Up. Focus on LPG and the product tanker market + the Panama Canal situation (local intel saying still no rain)"  
[X Link](https://x.com/MarhelmData/status/1701061814493090065)  2023-09-11T02:35Z [----] followers, [--] engagements


"Despite reduced Russian crude exports Suezmax rates from the Black Sea to East Asia rose 5% in late August due to increased non-Russian crude shipments. However future tanker supply may constrain rate growth given the lower crude demand in East Asia"  
[X Link](https://x.com/MarhelmData/status/1701452099198812512)  2023-09-12T04:26Z [----] followers, [----] engagements


"China and Russia have led the way in the big OPEC+ export cuts in August. Venezuelan exports to China have picked up in the same period. $EC $PBR"  
[X Link](https://x.com/MarhelmData/status/1701512470538698811)  2023-09-12T08:26Z 12.5K followers, [----] engagements


"Singapore's fuel oil floating inventories increased by 10% week-on-week to [--] million metric tons. LSFO inventories surged by 42% to [------] MT while mixed fuel oil stocks dropped 23% to [------] MT. HSFO inventories grew by 5% to [----] million MT"  
[X Link](https://x.com/MarhelmData/status/1701527821888401708)  2023-09-12T09:27Z [----] followers, [----] engagements


"Panama Canal issues causing a lot of congestion in the Panamax sector #drybulk"  
[X Link](https://x.com/MarhelmData/status/1701584169514524978)  2023-09-12T13:10Z [----] followers, [----] engagements


"A recent study reveals that oil and gas companies are allocating a smaller portion of their capital towards new investments and instead prioritizing higher returns for shareholders"  
[X Link](https://x.com/MarhelmData/status/1701600908633903545)  2023-09-12T14:17Z [----] followers, [----] engagements


"The abundant gas reserves are fueling investment in Floating Liquefied Natural Gas (FLNG) projects across Sub-Saharan Africa (SSA). SSA has emerged as a global hotspot for FLNG projects with investments spanning five countries and continuing to grow"  
[X Link](https://x.com/MarhelmData/status/1701631756611330290)  2023-09-12T16:20Z [----] followers, [----] engagements


"Can't come to the Marhelm meetup in Madrid We will be attending the #ShipTwit meetup in Oslo on September 21st. We will also likely be hosting meetups in London Lisbon New York Zug and Singapore by end of year"  
[X Link](https://x.com/MarhelmData/status/1701636516286529888)  2023-09-12T16:38Z [----] followers, [----] engagements


"Asian LNG purchasers are dealing with a short-term market that is delicately poised where even minor supply interruptions or surges in demand could lead to substantial price fluctuations"  
[X Link](https://x.com/MarhelmData/status/1702387234626826510)  2023-09-14T18:22Z [----] followers, [----] engagements


"OPEC criticizes the IEA for forecasting a fossil fuel demand peak before [----]. OPEC argues it poses a dangerous threat to global energy security and discourages investments in oil and gas projects. This could heighten economic and financial risks in addition to climate concerns"  
[X Link](https://x.com/MarhelmData/status/1702443362383462762)  2023-09-14T22:05Z [----] followers, [----] engagements


"By Sept [--] [----] the total active US drilling rigs decreased by [--] to [---] down by [---] rigs compared to the previous year. The number of active offshore rigs increased by one w-o-w to [--]. Onshore oil and gas rigs dropped by two w-o-w to [---] including three rigs in inland waters"  
[X Link](https://x.com/MarhelmData/status/1702668959835643950)  2023-09-15T13:01Z 12.7K followers, [----] engagements


"Marhelm's weekly roundup this week is being delivered live from Oslo"  
[X Link](https://x.com/MarhelmData/status/1703440975505330341)  2023-09-17T16:09Z [----] followers, [----] engagements


"New exclusive interview with Marhelm coming soon to the platform. SFL Corporation provides an update on all its shipping segments and discussed what could strengthen the Companys dividend potential. $SFL $FRO"  
[X Link](https://x.com/MarhelmData/status/1703495304727667120)  2023-09-17T19:45Z [----] followers, [----] engagements


"MSC plans to buy HHLA's publicly traded A shares at EUR [-----] per share offering a 57% premium. If approved HHLA will become a joint venture between FHH (50.1%) and MSC (49.9%) leading to delisting"  
[X Link](https://x.com/MarhelmData/status/1703660373658993022)  2023-09-18T06:41Z [----] followers, [----] engagements


"In August global crude/condensate loadings fell to about [--] mbpd the lowest since June [----] with Saudi Arabia's loadings dropping nearly [---] million barrels per day m-on-m. This reflects Saudi Arabia's production cuts but the long-term sustainability is uncertain"  
[X Link](https://x.com/MarhelmData/status/1703675221411348658)  2023-09-18T07:40Z [----] followers, [----] engagements


"Tomorrow Tuesday 11am NY. The path to million dollar dayrates management teams Free Cash Flow. $TDW $RIG $VAL"  
[X Link](https://x.com/MarhelmData/status/1703761035641889076)  2023-09-18T13:20Z [----] followers, [----] engagements


"A preview from our latest interview with $SFL. CEO Ole Hjertaker speaks with us on how returns might be increased. Full [--] minute video is available for subscribers"  
[X Link](https://x.com/MarhelmData/status/1703781109627015446)  2023-09-18T14:40Z [----] followers, [----] engagements


"Offshore Spaces today 11am New York. Choose your fighter. $TDW $RIG $VAL"  
[X Link](https://x.com/MarhelmData/status/1704060992689234027)  2023-09-19T09:12Z 12.5K followers, [----] engagements


"Brazil's soybean exports surged 36% YoY to [---] million metric tons in early September driven by supply pricing and strong Chinese demand. Jan-Aug [----] exports hit [-----] million tons up 21.6% YoY with China making up 70.1%. $GNK $EGLE"  
[X Link](https://x.com/MarhelmData/status/1704115224486281408)  2023-09-19T12:48Z 14.9K followers, [----] engagements


"With Saudi Arabia and Russia extending supply cuts until December focus shifts towards early [----] market dynamics. Although global oil stocks may drop substantially by January the deceleration in demand growth might mitigate potential price surges"  
[X Link](https://x.com/MarhelmData/status/1704392606090682380)  2023-09-20T07:10Z [----] followers, [----] engagements


"Year-on-year diesel shipments to Europe have increased supported by stronger regional flows and arrivals from markets in East of Suez"  
[X Link](https://x.com/MarhelmData/status/1704468448162832572)  2023-09-20T12:12Z [----] followers, [----] engagements


"Whats the cash flow potential in the rig fleets Diamond Offshores latest investor update shows the raw potential in the 7th gen drillships compared to the rest of the fleet. Check out Marhelms Twitter Spaces and our platform for more intel. $DO $RIG $VAL #Drillers #Pareto"  
[X Link](https://x.com/MarhelmData/status/1704528308858208704)  2023-09-20T16:09Z 12.3K followers, [----] engagements


"Europe's energy shares have reached seven-month highs driven by surging crude oil and natural gas prices. The STOXX [---] European oil and gas index has gained around 13.5% in the past two months while Brent crude and European natural gas prices have risen significantly"  
[X Link](https://x.com/MarhelmData/status/1704538660836978727)  2023-09-20T16:51Z 12.7K followers, [----] engagements


"Marhelm picks from Jan [--] - 45% YTD with zero trading Not quite as good as last year's 81% but still not bad 😉"  
[X Link](https://x.com/MarhelmData/status/1704553687060717835)  2023-09-20T17:50Z [----] followers, [----] engagements


"The jack-up market got favorable mentions in Marhelms Twitter Spaces. What's the current market status Utilization is at [--] percent and cash flow momentum is picking up. $SHLF.OL $BORR $VAL"  
[X Link](https://x.com/MarhelmData/status/1704793288144818252)  2023-09-21T09:42Z 12.2K followers, [----] engagements


"Will you be in Lisbon next week DM to have a drink and chat with Marhelm"  
[X Link](https://x.com/MarhelmData/status/1704805017411010688)  2023-09-21T10:29Z [----] followers, [----] engagements


"BRICS+ nations will meet 66% of global crude oil demand ensuring price stability. Russia and Saudi Arabia are key players. BRICS+ covers 37% of global liquids and 33% of gas production outperforming the G7's 27% of liquids production"  
[X Link](https://x.com/MarhelmData/status/1705618526592250244)  2023-09-23T16:22Z [----] followers, [----] engagements


"Chinese crude imports from Iran have surged since April due to a new group of Chinese buyers and competition from Indian refiners leading to increased Iranian crude imports including various types of oil. In 1H September Iranian crude and fuel oil imports reached [---] mbpd"  
[X Link](https://x.com/MarhelmData/status/1705921019641282954)  2023-09-24T12:24Z 12.7K followers, [----] engagements


"Container shipping lines see bleak prospects as peak season wanes with plummeting spot rates fueled by weak demand and surplus capacity. This poses a significant challenge for $ZIM with an unusually high 70% spot exposure in the trans-Pacific versus the typical 50%"  
[X Link](https://x.com/MarhelmData/status/1706030742554218762)  2023-09-24T19:40Z [----] followers, [----] engagements


"Atlantic activity rebounded preventing Suez East market declines. Middle East/China rates slightly increased. Fuel oil price rise affected Spot TCE. Strong market sentiment with limited vessels led to more transits but production cuts and vessel supply may limit the rise"  
[X Link](https://x.com/MarhelmData/status/1706246982245740647)  2023-09-25T09:59Z [----] followers, [----] engagements


"China's bitumen imports in August rose 30.3% MoM and 6.5% YoY due to strong demand. South Korea and Singapore were top suppliers making up 69% of imports. Oman entered the top five suppliers. Modified bitumen production also increased with a utilization rate of 14% in August"  
[X Link](https://x.com/MarhelmData/status/1706277369894383982)  2023-09-25T12:00Z 12.3K followers, [----] engagements


"In July Saudi Arabia imported [-----] b/d of crude while implementing a [------] b/d output cut due to domestic demand. Crude supply dropped by [------] b/d to 9.164mn b/d [------] b/d less than output. Excluding Covid-related lows Saudi crude output is at early [----] levels"  
[X Link](https://x.com/MarhelmData/status/1706288692552474802)  2023-09-25T12:45Z [----] followers, [--] engagements


"Seeing most of the Seatankers Fam tomorrow morning in Oslo. Let us know if you have any questions"  
[X Link](https://x.com/MarhelmData/status/1706386046315864403)  2023-09-25T19:11Z [----] followers, [----] engagements


"$SIOFF.OL SIEM RUBY fixed at GBP 65k/day for [--] days of work supporting $DO OCEAN PATRIOT"  
[X Link](https://x.com/MarhelmData/status/1706403494503014839)  2023-09-25T20:21Z [----] followers, [----] engagements


"Container shipping faces oversupply impacting spot rates for 1-2 years. Regular shippers may opt for pricier long-term agreements for reliability. Market balance may return after increased container volumes post-2024. $ZIM"  
[X Link](https://x.com/MarhelmData/status/1707046938686652904)  2023-09-27T14:58Z [----] followers, [----] engagements


"$STSU.OL $GEOS.OL $TDW PSV-vessels keep changing hands. Standard Supply and Golden Energy Offshore are reselling vessels with considerable profit at a [--] percent higher price. In Q2 Standard's vessel sale opened up a [--] percent quarterly dividend. #offshore"  
[X Link](https://x.com/MarhelmData/status/1707087818382533030)  2023-09-27T17:40Z [----] followers, [----] engagements


"VLCC market stabilizes in the Middle East Gulf while the Atlantic market faces WTI-Dubai discount pressure and failed US Gulf load fixtures. Nine ballastings to Cape of Good Hope hint at potential West Africa and Brazil compensation. $FRO $DHT $EURN"  
[X Link](https://x.com/MarhelmData/status/1707299100134392212)  2023-09-28T07:40Z 12.7K followers, [----] engagements


"LNG: Japan is set to surpass China with [----] million metric tons based on current market visibility"  
[X Link](https://x.com/MarhelmData/status/1707301367939768740)  2023-09-28T07:49Z [----] followers, [----] engagements


"LNG: Global trade was supported by export expansion in the United States Australia and Qatar"  
[X Link](https://x.com/MarhelmData/status/1707320994384253171)  2023-09-28T09:07Z 12.3K followers, [----] engagements


"In August Poland saw a 0.2% YoY increase in hard coal production (3.86MT) and a 7.1% MoM rise. Lignite production was down 35.7% YoY but up 2.5% MoM (3.15MT). Total coal production for the month was 7.01MT down 19.9% YoY but up 5% MoM. #coal"  
[X Link](https://x.com/anyuser/status/1707654944940069333)  2023-09-29T07:14Z [--] followers, [----] engagements


"Marhelm visits Seatankers. Peder Simonsen discusses China congestion and $GOGL break-evens while @OKalleklev highlights the bright multi-year outlook for $AGAS.OL. But we still haven't decided.what is Mr. Fredriksen's favorite shipping sector"  
[X Link](https://x.com/MarhelmData/status/1707722721994432744)  2023-09-29T11:43Z [----] followers, 14.7K engagements


"The broader consequences of Russia's diesel export prohibition. Russia's diesel loadings daily (mbd)"  
[X Link](https://x.com/MarhelmData/status/1707807449774797184)  2023-09-29T17:20Z [----] followers, [----] engagements


"Despite August's high supply from Saudi Arabia September's arrivals are expected to hit a multi-decade low similar to July [----] during the pandemic. If demand remains steady tight crude markets are likely. Saudi exports may rise cautiously maintaining market support"  
[X Link](https://x.com/MarhelmData/status/1708033690536673690)  2023-09-30T08:19Z [----] followers, [----] engagements


"TotalEnergies plans to boost oil and gas production by [----]. Success in Iraq and collaborations with Qatar are central to their growth supported by optimistic oil prices"  
[X Link](https://x.com/MarhelmData/status/1708807540132200795)  2023-10-02T11:34Z [----] followers, [----] engagements


"Atlantic LNG Trade Faces Winter Headwinds: Price Disparities Stall Asian Supply While Freight Costs and Panama Canal Woes Deter US and African Shipments"  
[X Link](https://x.com/MarhelmData/status/1709145421090566500)  2023-10-03T09:56Z [----] followers, [----] engagements


"EXPECT HIGHER DIESEL PRICES - Russian exports to drop precipitously - Russian diesel will no longer be re exported via Turkey to Europe - Brazil will need to find new suppliers (US Colombia) - No more Russian diesel to Saudi/UAE - Dramatically reduced Chinese exports YE-23"  
[X Link](https://x.com/MarhelmData/status/1709150021956915211)  2023-10-03T10:14Z [----] followers, [----] engagements


"We're doing the opposite"  
[X Link](https://x.com/MarhelmData/status/1709187000958431560)  2023-10-03T12:41Z [----] followers, [----] engagements


"LR2 tanker rates are rising due to limited tanker availability and strong demand especially with Europe increasing its imports of Emission Control Area (ECA) compliant diesel. Rates have rebounded with Vortexa's LR2 freight basket up 35% since mid-July"  
[X Link](https://x.com/MarhelmData/status/1709247121491185770)  2023-10-03T16:40Z [----] followers, [----] engagements


"Recent meetings between Japanese companies and Qatar's energy minister suggest potential Qatari LNG deals. From January to August Japan's LNG imports from Qatar fell 6.8% YoY to [----] million tons comprising 4.6% of total imports. Australia was the largest source at 42.1%"  
[X Link](https://x.com/MarhelmData/status/1709458830998856164)  2023-10-04T06:42Z [----] followers, [----] engagements

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