Marhelm (@MarhelmData) / X

Marhelm

8,420 posts

Marhelm

@MarhelmData

Shipping data, commodities, and trade flow analysis. We provide a data platform, private discord, and weekly report. Made by investors, for investors.

The Open Ocean

Joined February 2023

Pinned
Marhelm
@MarhelmData
Dec 31, 2025
And 2025 is a wrap! Here were our 2025 picks Not pictured is Seabird Exploration, which was acquired mid year up > 50% (good for 100% TWR) Average pick returned ~50% for 2025, with 4/20 names providing a negative return Best pick returned > 300%, worst pick returned -23%
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Marhelm
@MarhelmData
May 11, 2024
Don't like Bitcoin? Don't follow us. Cancel your subscription. We're a Bitcoin only company now.
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Marhelm
@MarhelmData
May 11, 2023
PETROBRAS CONFIRMS DIVIDEND OF $0.76/SHARE FOR Q1-23 $PBR $PBR.A #PETR4 A 7.5% PAYMENT FOR A SINGLE QUARTER - IMPLIED 30% YIELD FOR 2023
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Marhelm
@MarhelmData
May 15, 2023
FUND MANAGERS HAVE SOLD OIL DERIVATIVES AT THE FASTEST PACE SINCE MARCH 2009 AND FEBRUARY 2020 - NET LONG POSITIONING IS IN 7TH PERCENTILE OF ALL HISTORICAL WEEKS OF PAST DECADE - SUMMARIZING JOHN KEMP OF REUTERS
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Marhelm
@MarhelmData
Mar 4, 2023
$PBR vs $CVX Net income: $36.75B vs $35.5B Dividends: $5.79 vs $5.68 Market cap: $69B vs $314.5B ROE LTM: 47% vs 24% This may be the greatest divergence in the valuation of large cap companies in the history of financial markets. And $PBR.A is 10% cheaper...
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Marhelm
@MarhelmData
Jan 7, 2024
Week over week changes in container rates: China -> US West Coast +60% China -> US East Coast +58% China -> Northern Europe +176% China -> Southern Europe +115% US East Coast -> Northern Europe +60% Europe -> South America +25% And this is just the start...
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Marhelm
@MarhelmData
May 31, 2023
Blocked by Alexander Stahel for showing the many factual mistakes in his posts. We would caution readers on following Mr. Stahel's advice. Anyone who becomes emotional and defensive when an error in their analytical and statistical process is discovered is clearly dangerous.
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Marhelm
@MarhelmData
May 15, 2023
REPORT: UK BASED OIL PRODUCER HARBOUR ENERGY TO ELIMINATE 350 ONSHORE JOBS IN UK AFTER WINDFALL TAXES CREATE 99% DROP IN PROFITABILITY - THE COMPANY DID NOT BID FOR NEW NORTH SEA PROJECTS AND IS "KEEN TO DIVERSIFY INTERNATIONALLY"
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Marhelm
@MarhelmData
Sep 22, 2023
We sat down with the "King of Coal" Matt Warder to discuss coal market dynamics and investments. Take a look! $btu $arch $ceix $teck $hnrg $hcc $amr $bhp.ax $whc.ax
00:00
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Marhelm
@MarhelmData
Oct 6, 2023
Major congestion at the Panama Canal
00:00
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Marhelm
@MarhelmData
Jun 15, 2025
Probably a good idea to take gains if you're long oil
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Marhelm
@MarhelmData
Sep 19, 2023
Did you miss the live #offshore spaces? Listen to the recording at your leisure. We're also working on a deep dive report for subscribers with comparisons on valuations.
Marhelm
Host
Offshore Drilling Roundtable
1.8K tuned in
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Marhelm
@MarhelmData
May 11, 2024
No more half measures - we are becoming a Bitcoin first company. We have verified legality through direct conversation with Singapore tax authorities. The ease of use, generally low transaction costs, and censorship resistance make it the ideal form of electronic money.
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Marhelm
@MarhelmData
Sep 11, 2023
It's a beautiful day in New York
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