Marhelm @MarhelmData

Shipping data, commodities, and trade flow analysis. We provide a data platform, private discord, and weekly report. Made by investors, for investors. marhelm.com The Open Ocean Joined February 2023

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Marhelm @MarhelmData

15 hours ago

"When dry bulk gains a bit more momentum as we have started seeing we could easily see Starbulk move 30 percent and still be cheap" Great observations from Arctic as we looked at the relative potential of CMBT, Himalaya and Starbulk $CMBT $HSHP $SBLK

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Marhelm @MarhelmData

15 hours ago

"The container market is like a coin flip and we for us it's a win-win. We are outperforming, but still middle of the pack in terms of our valuation" Global Ship Lease made a convincing case for the smaller container vessels at today's talk with Marhelm. $GSL

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Marhelm @MarhelmData

18 hours ago

Noble Corp secures a new contract with Amni for the drillship Noble Venturer in Ghana. One exploration well, ~55 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

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Marhelm @MarhelmData

2 days ago

Russian diesel/gasoil exports surged 85% to over 1.2m b/d in mid-Sep, led by Novorossiysk shipments, despite drone strikes briefly disrupting Black Sea port operations, per Vortexa data.

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Marhelm @MarhelmData

2 days ago

Intermodal's latest report looks at caps on Chinese aluminum production capping export volumes of bauxite, which could be a potential headwind for the Capesize market.

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Marhelm @MarhelmData

4 days ago

"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

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Marhelm @MarhelmData

4 days ago

2020 Bulkers is selling three of its Newcastlemax vessels for a total of $209 million. The transactions will take place in Q1 26. $2020.OL

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Marhelm @MarhelmData

4 days ago

Suezmaxes set to shine in Q4 on fresh Guyana output. Seasonal limits keep VLCCs sidelined until Jan, giving mid-size crude carriers room to run. $FRO $TNK $INSW

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Marhelm @MarhelmData

4 days ago

BP & Phillips 66 snap up LR2 tanker newbuildings on term deals from 2026. Transpetrol & Samos Steamship vessels fixed for up to 5 years. Crude ships still dominate period business while the clean market struggles. Oil majors paying above spot as LR2s stay in high demand.

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Marhelm @MarhelmData

4 days ago

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 2. Proceeds to refinance bonds & strengthen FLNG infrastructure position. $GLNG

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Marhelm @MarhelmData

4 days ago

Global Ship Lease focuses on smaller vessels and regional trade like MPCC, but is currently trading at 5-year highs. Our upcoming talk with GSL-CEO Thomas Lister should give more insights. $GSL $MPCC.OL

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Marhelm @MarhelmData

5 days ago

VLCCs saw a rollercoaster last week: MEG/East peaked W105, WAF & Brazil followed, USG paying $12m to Ningbo. Monday relets slipped to W95, but owners pushed back, market steadied ~W100 with TD15 ~W102. Arb shut by high freight + WTI premiums, capping Atlantic momentum. $FRO $OET

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The Nickel Goblin @TheNickelGoblin

6 days ago

Did you invest in nickels, anon? The world's largest copper mine just declared Force Majeure

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Marhelm @MarhelmData

6 days ago

"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

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Marhelm @MarhelmData

6 days ago

China's crude imports stall, but India’s 5.5 million barrels per day refining boom makes it the new tanker hotspot. India set to rival the Middle East as a swing exporter, flexing product flows between Asia & Atlantic in response to pricing signals.

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Marhelm @MarhelmData

6 days ago

Take-private alert: EPS Ventures in talks to buy CoolCo at $9.65/share, aiming to delist the LNG carrier owner. $CLCO

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Marhelm @MarhelmData

6 days ago

Arctic: The market has too low expectations to the product tankers. Increasing export distances and consumptions suggest a coming rebound. $HAFN $STNG $DIS.MI $KCC.OL

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Marhelm @MarhelmData

7 days ago

$HSHP locks in $38k/day for 1 more ship in Q4, bringing 5/12 vessels fixed at avg $35.8k/day vs $17k breakeven. CEO Svensen: 60% fleet spot for the rest of 2025, 100% in 2026. Shares +58% YTD on OSE. Strong tailwinds, hedged for dividends, still bullish on the market.

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Marhelm @MarhelmData

7 days ago

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

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Marhelm @MarhelmData

7 days ago

Geo-data provider Fugro drops 10 percent after withdrawing its 2025 guidance. Clarksons sees a risk for companies exposed to the European energy market. $FUR.AS