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
-0.56
hit rate
40%
mean α
-1.11%
signals 14d
90
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 5 scored bets: 40% hit rate, -1.11% mean alpha, trader score -0.56.
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @MarhelmData | · | Reports a sharp fall in Middle East tanker fixtures alongside new Saudi explosions. | · | tweet ↗ |
| 2026-10-16 | · | @MarhelmData | · | Reports EU opposition to diesel-relief deals and support for increased refinery attacks. | · | tweet ↗ |
| 2026-10-16 | · | @MarhelmData | · | Reports new US emergency oil-reserve releases and concern over cavern integrity. | · | tweet ↗ |
| 2026-10-16 | · | @MarhelmData | · | Quantifies Russian diesel capacity at twice domestic demand and questions export availability. | · | tweet ↗ |
| 2026-10-16 | · | @MarhelmData | · | Reports Capesize vessel bids above $36M versus $26M a year ago, roughly 38% higher. | · | tweet ↗ |
| 2026-10-16 | · | @MarhelmData | · | Reports record Arctic LNG traffic and rising sanctioned-ship participation. | · | tweet ↗ |
| 2026-10-16 | · | @MarhelmData | · | Quantifies surging HSFO premiums and two supply disruptions tightening fuel-oil markets. | · | tweet ↗ |
| 2026-10-15 | · | @MarhelmData | · | IEA says emergency oil releases will exceed 400M barrels with about 100M remaining. | · | tweet ↗ |
| 2026-10-15 | · | @MarhelmData | · | Reports record clean-tanker freight rates and vessel switching that constrains clean supply. | · | tweet ↗ |
| 2026-10-15 | · | @MarhelmData | · | Reports Moscow's projected increase in diesel exports through December. | · | tweet ↗ |
| 2026-10-15 | · | @MarhelmData | · | Reports Washington may ease tanker sanctions, while questioning the effect on freight rates. | · | tweet ↗ |
| 2026-10-15 | · | @MarhelmData | · | Reports three Petrobras VLCC fixtures and daily returns near $800,000. | · | tweet ↗ |
| 2026-10-14 | · | @MarhelmData | · | Reports that Aramco office staff are working from home after Houthi strikes. | · | tweet ↗ |
| 2026-10-14 | · | @MarhelmData | · | Quantifies recovering Gulf and Hormuz crude flows while warning of shipping risk. | · | tweet ↗ |
| 2026-10-14 | · | @MarhelmData | · | Quantifies released and pending emergency oil inventories and expected timing. | · | 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.