@MarhelmData MarhelmData
Anon maritime data desk turning physical shipping/energy disruption into sector theses
Publishes a high-volume, quantified stream of shipping and e
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved +2.3% since posting (mean over 2 mentions with price data).
MarhelmData is focused almost entirely on shipping and energy logistics, especially Hormuz reopening, tanker flows, VLCC rates, and crude dislocation. The distinctive read is mixed: reopening can create a cargo rush and tanker tightness, but late-week posts flag oil-price pressure, refinery inventory buffers, and Asian resistance to elevated VLCC rates. There are no explicit directional calls or position disclosures in the payload, with RIG only appearing as an offshore-cycle data point.
The author’s window is concentrated on Hormuz, VLCCs, tanker rates, and crude-market logistics, with no explicit call-directional trades or position disclosures. Conviction is mixed: mid-window posts leaned toward tanker tightness from reopening and cargo rushes, while late-week signals added oil-price pressure, Indian inventory buffers, and Asian refiner resistance to elevated VLCC rates. RIG is the only named ticker and appears as a single supportive offshore-cycle datapoint rather than a disclosed trade.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @MarhelmData | · | Tsakos and BW LNG ordered LNG/FSRU newbuilds; owners still betting on LNG. | · | tweet ↗ |
| 2026-07-02 | · | @MarhelmData | · | MEG-China VLCC spot rates down 33% in a week to $300.6k/day. | · | tweet ↗ |
| 2026-07-02 | · | @MarhelmData | · | WTI crude curve flips to contango. | · | tweet ↗ |
| 2026-07-02 | · | @MarhelmData | · | Saudi exports back to 6.3M bpd and nearly 90% of February pre-war level. | · | tweet ↗ |
| 2026-07-02 | · | @MarhelmData | · | Hengli canceled at least 6M barrels and cut refinery runs to 50%, hitting crude demand. | · | tweet ↗ |
| 2026-07-02 | · | @MarhelmData | · | Saudi Aramco cut July LPG propane and butane prices sharply as supply rises. | · | tweet ↗ |
| 2026-07-02 | · | @MarhelmData | · | Cheaper Middle East crude drawing buyers as Hormuz flows normalize. | · | tweet ↗ |
| 2026-07-02 | STNG | @MarhelmData | +0.15 | Scorpio Tankers refinancing notes and securing credit facility for newbuilds. | · | tweet ↗ |
| 2026-07-01 | · | @MarhelmData | · | Reports expected OPEC+ August output increase of 188,000 bpd. | · | tweet ↗ |
| 2026-07-01 | · | @MarhelmData | · | Quantifies VLCC freight rate plunge and rebound into June. | · | tweet ↗ |
| 2026-07-01 | · | @MarhelmData | · | Gives 2035 US LNG export scale metrics and demand share. | · | tweet ↗ |
| 2026-07-01 | RIG | @MarhelmData | +0.45 | Reports Transocean secured a $1B+ 7-rig-year Equinor contract. | +3.9% | tweet ↗ |
| 2026-06-30 | · | @MarhelmData | · | Reports Venezuelan crude exports rose 113% to 28.25M mt and cargoes jumped to 273, boosting tanker demand. | · | tweet ↗ |
| 2026-06-30 | · | @MarhelmData | · | Cites IEA crude throughput figures and forecasts to argue refining activity trend remains higher. | · | tweet ↗ |
| 2026-06-30 | · | @MarhelmData | · | Says Iranian crude loadings could rebound strongly due to unused Shandong terminal capacity. | · | 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.