DHT Holdings. Every tracked FinTwit mention of $DHT, newest first. 77 mentions since the first on Jun 11, 2025. See the price chart.
May 2026 · 1 mention
May 6
Marhelm — Spot market is on fire
DHT Holdings Q2 booked:
• 70% spot days @ $168.3k/day
• Blended (spot + TC): $113.5k/day
$DHT↗
April 2026 · 1 mention
Apr 6
Marhelm — $DHT charters new build VLCC "GAZELLE" for 5 years at $60k/day
Will they again mark the top of the market with ultra long fixtures?
Or is this taking too little for too long?↗
February 2026 · 10 mentions
Feb 24
Marhelm — DHT lining up a ~$150M profit bounce as 2011–2012 VLCCs lock in juicy 1-year time charters. Modern ships are riding the red-hot spot market. Older tonnage printing cash. Tanker cyc…↗
Feb 24
Marhelm — DHT VLCC Bonanza!
2011-built DHT Redwood locked for 1year at $105K/day, kicking off Mar ‘26 with a global energy major. Follows DHT Opal $90K/day & DHT Taiga $94K/day. Older t…↗
Feb 20
Marhelm — $DHT locking in massive upside with recent 1 year charters
Economics are similar to having 4 ships making Q4 rates all year long
These two fixtures alone should add ~$0.16 to 20…↗
Marhelm — $DHT agrees to sell VLCC DHT Bauhinia (2007) for $51.5m. Delivery set for Jun/Jul 2026. Vessel is debt-free, with expected gain of $34.2M.↗
Jan 26
Marhelm — Arctic: Large tanker rates have surged from ~$40,000/day to ~$120,000/day so far in 2026. With earnings up ~3x, shipowners hold almost all the cards in the current market.
$FRO $D…↗
Jan 21
Marhelm — VLCCs are structurally stronger: longer Atlantic→Asia hauls and consolidation across a ~900-ship fleet are tightening availability. Fewer hands, more charterer control. High utilis…↗
Jan 19
Marhelm — VLCC market on fire!
Spot rates jumped ~90% in a week to around $127,000/day on tight tonnage and heavy fixing.
The key question now: will owners push higher, or will charterers…
December 2025 · 6 mentions
Dec 29
Marhelm — DHT sells VLCCs DHT China & DHT Europe (built 2007) for $101.6m. After $5.6m debt repayment, net cash ~$95.0m. Q1 2026 delivery; gains of $30.4m and $29.7m expected.
$DHT↗
Dec 23
Marhelm — VLCC rates plunge ~20% Fri–Mon (~$22,000/day), the largest single drop since May 2020. VLCC TD3C falls to ~$87,700/day; Suezmax rises 4.9% to ~$80,800/day, $7,600 above VLCC. Marke…↗
Dec 17
Marhelm — Tanker risk alert
Kepler warns Europe peace could halve rates if ~4% VLCC capacity returns.
Weighing against this is US sanctions enforcement for...the first time ever?
$FR…↗
Marhelm — VLCCs eastbound Gulf hit $150k/day, highest since Apr 2020! $FRO $INSW $DHT $OET↗
Nov 25
Marhelm — VLCCs are on a tear.
Total tonne-miles hit ~20.8b/day in early Nov, blowing through the 2023–24 band as long-haul crude flows tighten the market.
Higher distances = tighter suppl…↗
Nov 24
Marhelm — VLCC panic hunt in full swing: TD3C MEG–China just blasted to $143,900/day (+9% W/W, +63% M/M);
5-yr high!!!
WAF TCE at $116,000/day, USG at $93,000/day.
IOCL grabs Skope…↗
Nov 24
Marhelm — Frontline CEO: VLCC players have a spring in their step as they lock in extraordinary spot freight rates, calling it an old-school market not seen since pre-2008.
$FRO $DHT $OET
October 2025 · 11 mentions
Oct 31
Marhelm — $DHT CEO: VLCC charterers need to man up on rates.
Spot rates for modern MEG loadings top $100,000/day, and term deals will cost more as owners gain the upper hand.↗
Oct 30
Marhelm — VLCC earnings stay strong.
$DHT Q3 2025 avg TCE hit $40,500/day (spot $38,700, TC $42,800). Locked $200.6M in swaps at 3.32%, and declared $0.18/share dividend payable Nov 19. ht…↗
Oct 24
Marhelm — Oil majors scrap VLCC cargoes to China’s sanctioned Yulong Petrochemical (400,000 b/d). Middle East & Canadian barrels axed. Russian crude set to fill the gap.
$FRO $DHT $OET↗
Oct 22
Marhelm — VLCC owners are set for a strong Q4 as rates surge on rising OPEC output and scarce newbuilds.
Tanker earnings look solid for Q3, and even better guidance lies ahead.
$DHT $INSW
September 2025 · 11 mentions
Sep 26
Marhelm — "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 B…↗
Sep 23
Marhelm — 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 mark…↗
Sep 21
Marhelm — According to shipbroker Nordic Shipping we're likely seeing a more long-term trend for the VLCC-rates. Second hand values could rise quickly and boost underlying values. $DHT $FRO…↗
Marhelm — Tanker S&P is still active, but strong spot earnings curb prompt sales. With crude rates high, owners prefer milking cash cows over quick disposals.
$FRO $DHT $INSW↗
Aug 25
Marhelm — Fewer spot VLCCs in the Middle East Gulf tighten supply, lifting rates. Earnings surge 25% to $57,000/day for modern day tonnage on early September cargoes.
$FRO $DHT $OET $ECO↗
Aug 20
Marhelm — VLCC rates remained firm this summer, with MEG/East trading in the WS 50–60 band, struggling past WS 60. Rising OPEC+ output, US Gulf exports eastbound, and Brazil’s growing progra…↗
Aug 16
Marhelm — Clarksons’ Frode Morkedal says VLCC rates could hit $80k/day if Trump-Putin talks on Ukraine fail Friday, triggering new Russia sanctions. Rates are already rebounding from summer…
July 2025 · 2 mentions
Jul 30
Marhelm — Tanker outlook brightens as earnings season begins: seaborne crude exports hit 47.2M bpd in H1 July, up 7% YoY. Demand trends point upward.
$FRO $TNK $DHT $INSW↗
Jul 15
Marhelm — $DHT estimates Q2 2025 TCE earnings at $46,300/day: $48,700/day for spot VLCCs and $42,800/day for time-charter VLCCs. 53% of Q3 spot days booked at $40,100/day. DHT Bauhinia fixed…↗
June 2025 · 10 mentions
Jun 26
Marhelm — Clarksons thinks a further drop in rates is likely if hostilities are over for now. The summmer is normally low season and we could see pre conflict rates. The difference between l…↗
Jun 26
Marhelm — Arctic: We don't think rates will drop back to may-levels. The conflict is hardly over, and the oil price drop could quickly lead to more inventory building. $FRO $INSW $DHT↗
Jun 25
Marhelm — VLCC rates surged with the missiles, but confirmed deals stayed mostly in the WS 70s. As ceasefire holds, risk premium fades—TD3C July paper drops to WS 52.25. Bunker prices are al…↗
Jun 23
Marhelm — "A closing of the Hormuz Strait is highly unlikely. The price to pay for Iran is too high. The best scenario for shipping is a continued instability that does not escalate too much…
— $100,000+/day for a 1-yr VLCC.
Marinakis locks in a fresh Hengli newbuild straight from delivery as tight tonnage & Sinokor-led consolidation squeeze supply. Spot frenzy now r…
Marhelm — VLCC market on fire: 14-yr-old DHT Opal (320,000 dwt, built 2012) fixed for $90,000/day for 1 year.
The rate nearly matches modern eco deals, with charterers scrambling to lock in…↗
Feb 5
Marhelm — $DHT sees a fundamental shift in VLCC ownership as private players consolidate ownership of≥25% of the modern fleet (rumored to be over 130 ships). Supply tightens, premiums rise.…↗
Feb 4
Marhelm — $dht Q4 numbers - revenue increases 34% QoQ and 10% YoY
$0.41 diluted EPS and dividend
2.9% shareholder yield for the quarter
67.5k average spot rate for fleet
78.9k average sp…↗
Feb 3
Marhelm — Tanker rates remain high as Iran risk persists: TD3C jumps 5.1% on Monday to approximately $129,000/day, following a 61.6% increase on Friday. Frontline +30% YTD; tight tonnage, Ho…↗
Feb 2
Marhelm — Sneak peek from upcoming subscriber interview with Fernresearch on shipping market and macro outlooks
$FRO $ECO $CBMT $STNG $DHT $TRMD $INSW $NAT $TEN $ASC $PXS $SNI.OL $DIS.MI $Z…↗
Feb 2
Marhelm — Frontline fixes Front Princess at $127,001/day and Front Beauly at $137,807/day (<3 months), ~$50,000/day higher than last week.
$FRO $INSW $DHT $CMBT https://t.co/HMIiSSohOC↗
Marhelm — VLCC volatility → upside again: rates crashed from >$120k/day to ~$50k/day over Xmas, now rebounding to $89k/day MEG and $96k/day USG. China Dec imports hit record 13.2 mb/d; pa…↗
Jan 9
Marhelm — VLCC boost: Iraq plans to nationalise West Qurna 2, previously run by sanctioned Lukoil. State firm Basra Oil Co to take over for 12 months, potentially lifting Iraqi crude exports…↗
Jan 7
Keyser Soze — While I am a seller of oil equities (which I thought was starting to align again), all that money is going into takers. The tanker bull market just got a few more potential shots o…↗
— Supertanker shortage intensifies: six new VLCCs in 2025 raced empty from East Asia to the Middle East, Africa, or the Americas, up from just one empty maiden voyage last year. $DH…
Marhelm — Tanker S&P remains red-hot in 2025: 408 vessels (44.2M dwt) sold for $13.7B, with volumes up 28% YoY and prices up 4%. Buyer interest is strong, but sellers, especially of agei…↗
Dec 2
Marhelm — Latin America is powering China’s crude runs:
Brazil hit a record 2.4 mbd in Oct, Guyana flows jumped, and VLCC rates on the LatAm–China route spiked to near 5-year highs in Nove…↗
Marhelm — VLCCs holding W125–130 MEG/East for modern tonnage. TD3C printed W126.67, showing wide market splits. Lists stay tight E/W of Suez, heavy on relets. Profit-taking possible, but dow…↗
Nov 12
Marhelm — "Currently, because so many vessels are sanctioned and compromised and the supply chains is so inefficient, Russia is hungry for clean tonnage, particularly aframaxes."
Senior Mar…↗
Nov 12
Marhelm — Q4 setting the stage for a tanker boom:
• Rising oil output + strong refinery margins + OFAC frictions = rate surge unseen since early ’23.
• 20% of crude fleet is 20Y+, and…↗
Nov 5
Marhelm — ABG: VLCC tankers such as Okeanis, DHT and Frontline are trading above NAV, whereas Bruton trades at a discount. Longer contracts at higher rates are likely to drive valuations fur…↗
Nov 3
Marhelm — Laden VLCCs hit a record high, with just 39% of the fleet in ballast as spot rates surge past $100,000/day, the strongest market in 3 years.
Tight supply and steady crude exports…↗
Nov 3
Marhelm — $DHT CEO: VLCC charterers need to man up on rates.
Spot rates for modern MEG loadings top $100,000/day, and term deals will cost more as owners gain the upper hand.↗
Marhelm — VLCCs are surging as the tanker market hits peak season. DNB keeps Buy calls across the board. Frontline $FRO and $DHT seen as top plays, with Frontline’s target steady at $28.29.↗
Oct 14
Marhelm — China’s new port fees set to lift VLCC rates
With US-linked ships rerouting, effective capacity tightens amid low fleet growth, tougher sanctions & rising Chinese oil storage…↗
Oct 8
Marhelm — Tanker stocks tumble as VLCC spot rates tumbled to $66,595/day (-$6,668).
$FRO fell 4.5% to $21.94 in New York, with traders eyeing a potential OPEC+ volume boost to steady the ma…↗
Oct 7
Marhelm — Tanker values still have upside. Sanctions and geopolitics keep tonne-miles and earnings strong, but VLCC and Suezmax values are expected to peak by Q2 2026 before sliding later in…↗
Oct 5
Marhelm — Clarksons: The VLCC rally looks safe, even with 33 newbuilds set to enter service in 2026. Clarksons pegs fleet growth at just 2.5%.
Still bullish crude tonnage.
$DHT $FRO $OET↗
Oct 2
Marhelm — VLCC rally cooling?
Softening FFAs hint at a weaker Q4. Middle East–China route peaked at WS105.6 on Sept 17, but bullish supercycle chatter now meets growing doubts.
$FRO $DHT…↗
Oct 2
Marhelm — VLCC rally cools as charterers seize control: average rates ease to $83,300/day, though modern units remain strong. Meanwhile, MR tankers show firmer momentum.
$DHT $FRO $OET $STN…↗
— Crude tanker spot rates have risen above $90k. The upside is considerable. Per Arctic. $FRO $INSW $DHT
Marhelm — VLCCs back on fire: after a brief pause, the rally resumes with Baltic Exchange earnings hitting $71,863/day (+59% MTD). Several fixtures now >$100k/day, signaling a market that…↗
Sep 11
Marhelm — Scorpio & BW cash in >$40m on $DHT. Sept sales: Scorpio 2.73M shares, BW 768k shares. Both trimming after a strong run; Scorpio also sold in March and June.
$DHT $STNG↗
Sep 10
Marhelm — Pareto drops a bold call: VLCCs could smash $100k/day in Q4, backed by OPEC tailwinds + a strong summer run.
$OET $DHT $FRO↗
Sep 8
Marhelm — Arctic: Production increases from OPEC definitely an important reason for tigthening VLCC-rates. Chinese refinery demand for crude has surprised on the upside. Headed for average r…↗
Sep 5
Marhelm — VLCCs on fire 🔥🔥🔥
Tonnage list down to ~10 ships for prompt, cargoes piling in. MEG–Asia avg $53.8k/day (+11% DoD, 2x MoM). Market running hot, owners firmly in control.
$FR…↗
Sep 3
Marhelm — VLCC market on fire: ships snapped up east and west of Suez, relets dominate the lists. MEG/Taiwan fixed at WS65 vs WS60.83 yesterday; TD3C paper >WS70 for Sep. USG strength, OP…↗
Sep 1
Marhelm — VLCC spot rates on MEG–Asia fell 11% in a week to $46,000/day, with brokers warning of further downside before a sharp rebound as balanced tonnage supply underpins longer-term stre…↗
Marhelm — "China and India are buying 80 percent of Russian oil exports and the current US pressure on India is likely to divert some of that demand. This will have a positive rate impact fo…↗
Aug 4
Marhelm — Arctic: Tankers should do better this fall both if sanctions sharpen and if there is a reversal. Increased OPEC exports, winter season and low fleet growth form a strong backdrop.…↗
Aug 4
Marhelm — Trump's warning to India and China over Russian oil, paired with OPEC's 547k bpd hike, could supercharge tanker markets. Political pressure + rising supply = bullish set-up for rat…↗
Aug 1
Marhelm — Rising middle east oil prices open the arbitrage window for US WTI crude exports to Asia. Tanker demand expected to rise in Q4 as Dubai and Murban crude surge on strong Asian deman…↗
Marhelm — VLCC rates surge as owners lock in real deals: a Greek tanker fixed at $92,000/day for MEG loading. Baltic MEG-Asia route hit $64,300/day (WS 82), up 92% in a week.
$FRO $OET $DHT↗
Jun 20
Marhelm — Kepler Chevreux sees Frontline as a Sell with a $13 PT. " Western sanctions have had little effect, and we are likely to see lower utilization and falling dividends". $FRO $INSW $D…↗
Jun 16
Marhelm — VLCC Spot rates surge 20% as owners avoid Middle East war zone. ME Gulf-Japan route jumps $12,000/day to $31,000 amid missile strikes by Israel and Iran. Fixings near standstill.…↗
Jun 16
Marhelm — "A shift from the Iranian shadow fleet to ordinary VLCCs could lift rates to $80.000 per day." Per Clarksons
$FRO $INSW $DHT↗
Jun 12
Marhelm — VLCC owners may enjoy a summer rate rally as OPEC barrels hit water in August, with buyers restocking. But it’s a “boom and bust” setup—cash in before winter hits. $FRO $DHT $OET…↗
Jun 11
Marhelm — VLCC owners may enjoy a summer rate rally as OPEC barrels hit water in August, with buyers restocking. But it’s a “boom and bust” setup—cash in before winter hits.
$FRO $DHT $OET…↗