Author
@MarhelmData MarhelmData
grade Bx.com/MarhelmData ↗
Anon maritime data desk turning physical shipping/energy disruption into sector theses
Publishes a high-volume, quantified stream of shipping and e
trader score
-0.86
hit rate
25%
mean α
-1.06%
signals 14d
70
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 8 scored bets: 25% hit rate, -1.06% mean alpha, trader score -0.86. Their last-14d mentions, direction-adjusted, have moved +1.1% since posting (mean over 3 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @MarhelmData | · | VLGC rates and tonne-mile drivers indicate strengthening LPG shipping economics. | · | tweet ↗ |
| 2026-08-28 | HAFN | @MarhelmData | +0.65 | Hafnia pool earnings reached $74,000/day versus a $44,093 Q2 fleet average. | · | tweet ↗ |
| 2026-08-28 | HAFNI | @MarhelmData | +0.65 | Hafnia pool earnings reached $74,000/day versus a $44,093 Q2 fleet average. | · | tweet ↗ |
| 2026-08-28 | FRO | @MarhelmData | +0.80 | Frontline's VLCC rate of $152,700/day vastly exceeds its $23,800 cash breakeven. | — | tweet ↗ |
| 2026-08-27 | · | @MarhelmData | · | Argues China is replacing OPEC+ as oil's swing force through demand rather than production. | · | tweet ↗ |
| 2026-08-27 | HSHP | @MarhelmData | +0.60 | Reports two ship fixtures around $53K per day through March 2027, securing $22.5M in gross revenue. | · | tweet ↗ |
| 2026-08-27 | CMBT | @MarhelmData | +0.65 | Reports strong covered tanker rates, Q2 profit of $364M versus a $7.8M loss, and a $0.64 distribution. | · | tweet ↗ |
| 2026-08-27 | · | @MarhelmData | · | Reports Hunter Group's Q2 profit surged to $47M and highlights exceptional vessel rates and a proposed dividend. | · | tweet ↗ |
| 2026-08-27 | SFL | @MarhelmData | +0.60 | Reports exceptional Suezmax earnings, including Q2 TCE near $133K/day and Q3 contracts near $93K/day. | · | tweet ↗ |
| 2026-08-27 | · | @MarhelmData | · | Reports Qatar's LNG exports collapsed after the Iran war, while US LNG captured displaced market share. | · | tweet ↗ |
| 2026-08-26 | · | @MarhelmData | · | Reports Aramco offering September cargoes via transfers and selling 4M barrels to China. | · | tweet ↗ |
| 2026-08-26 | · | @MarhelmData | · | Quantifies shifts in Iranian-linked crude inventories across Asian locations. | · | tweet ↗ |
| 2026-08-26 | GNK | @MarhelmData | -0.20 | Reports Diana selling 1.2M Genco shares and reducing its stake to 11.62%. | · | tweet ↗ |
| 2026-08-26 | · | @MarhelmData | · | Reports record Panama Canal expedited-transit pricing, waits and reduced capacity. | · | tweet ↗ |
| 2026-08-26 | TRMD | @MarhelmData | +0.50 | Reports strong Q2 results and raises 2026 TCE guidance to $1.4-$1.6B. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.