Frontline. Every tracked FinTwit mention of $FRO, newest first. 114 mentions since the first on Jun 11, 2025. See the price chart.
May 2026 · 1 mention
May 22
Marhelm — Frontline’s VLCC spot earnings just exploded:
Q1 2025:
~$37k/day
Q1 2026:
~$103k/day
That is one of the most violent operating-leverage moves in global shipping.
$FRO https://t…↗
February 2026 · 6 mentions
Feb 27
Marhelm — Frontline smashes expectations: VLCC bookings at $107,000/day for 2026 after Q4 surge.
VLCCs averaged $74,200/day, Suezmax $53,800/day in Oct–Dec. The tanker boom may be unpreced…↗
Feb 24
Marhelm — Rumor alert: Frontline may have fixed Front Eira for 1-year at $110K/day.
$FRO https://t.co/WlIrno7gou↗
Feb 19
Marhelm — $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…↗
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…↗
January 2026 · 11 mentions
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 23
Marhelm — Venezuelan crude trade shifts to non-sanctioned tankers. Trafigura fixed 2 Suezmaxes to load 130,000 t each (~<1 mn bbl) in early Feb. Europe-bound rates at WS125.5–135 (~$2.89/…↗
Jan 21
Marhelm — Canada’s seaborne crude exports +61% y/y to 38.4 mn t in 2025; China-bound Aframaxes surge 0 → 12.3 mn t in 2 yrs. Strong tailwind for Aframax demand & tanker earnings. Canada:…↗
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…↗
Dec 8
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…↗
Marhelm — VLCCs eastbound Gulf hit $150k/day, highest since Apr 2020! $FRO $INSW $DHT $OET↗
Nov 25
Marhelm — Atlantic-to-Asia Suezmax tonne-miles ripping to multi-year highs.
Long-haul flows from the Atlantic Basin are punching above 1.7b tonne-miles/day in early Nov, blowing past the 20…↗
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 · 20 mentions
Oct 30
Marhelm — VLCCs blast into 6-digit territory
TD3C MEG–Asia jumps $37,000 to $125,100/day, the highest since 2022–23 peaks. Tight tonnage, scarce ships, and bullish sentiment. Owners callin…↗
Oct 27
Marhelm — Suezmax market still messy but tightening fast. More upside is expected as activity builds. Baltic Exchange pegs average spot rates at $58,400/day, up 5% since Friday, with Novembe…↗
Oct 24
Marhelm — Tanker bulls are charging again
Fredriksen & Alafouzos just locked in 6-figure VLCC fixtures.
Rates back to $79.5k/day, up $2.2k, after tanking from $95k/day.
$FRO $OET $EC…↗
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 26
Marhelm — Suezmaxes set to shine in Q4 on fresh Guyana output. Seasonal limits keep VLCCs sidelined until Jan, giving mid-size crude carriers room to run. $FRO $TNK $INSW↗
Sep 25
Marhelm — VLCCs saw a rollercoaster last week: MEG/East peaked W105, WAF & Brazil followed, USG paying $12m to Ningbo. Monday relets slipped to W95, but owners pushed back, market steadi…↗
Sep 24
Marhelm — "Stock-picking matters in crude tankers. And Okeanis is the company with the most room to run" Equity analyst at Arctic Kristoffer Barth Skeie made us more bullish on shipping aft…
August 2025 · 14 mentions
Aug 30
Marhelm — $FRO slips after Q2 miss and soft Q3 bookings spooking investors. Some call it a buy on weakness play. https://t.co/QGjxqezCMs↗
Aug 28
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…
July 2025 · 8 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 29
Marhelm — TMX Aframax voyages down 14% MoM in June, with July to stay subdued. Crude to China steady, but USWC DPP trades rise on fuel oil exports. VLCC competition & arbitrage driving t…↗
Jul 25
Marhelm — Crude tanker demand gets lift: US expected to renew Venezuela oil export licences. Trump admin likely to grant new permits for Western firms to lift Venezuelan crude to US & Eu…↗
Jul 24
Marhelm — We liked the optimistic tone at our recent call with Frontline CEO Lars Barstad.
Recent disappointments have just created a longer runway for tankers.
$FRO https://t.co/oRVDcbYu…
June 2025 · 16 mentions
Jun 28
Marhelm — Stay tuned in July as we're sitting down with both Frontline and MPCC to get an update on the outlook after a month of turmoil. $FRO $MPCC.OL https://t.co/n0jjGNNzhR↗
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…
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↗
— 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…
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…↗
Jan 15
Marhelm — Suezmax earnings rising as cargo volumes stay strong and regional supply tight. VLCC strength supports rates, with Feb stems from WAF, Guyana, Brazil and USG boosting owner leverag…↗
Jan 15
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 14
Marhelm — Canada eyes Asia as key unsanctioned supply: TMX now operational, offering heavy barrels with shorter sailing times to China, South Korea & Japan vs Atlantic routes. WCS discou…↗
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
Marhelm — Potential US seizure of 30–50M barrels of Venezuelan crude could redirect ~800,000 bpd to the US Gulf. Aframax tonne-miles seen quadrupling, ~26–43 monthly voyages, with knock-on A…↗
Jan 5
Marhelm — VLCC strength in 2026 boosts Suezmax and Aframax rates. Indian crude shifted from Russia to the Mideast (≈2025), Suezmax demand rose, and Aframax followed. Crude orderbook-to-fleet…↗
— Time-charter interest stays strong ahead of winter even as spot cools. TD3C (AG/China) now ~$138K/day for eco scrubber VLCCs, down $26K/day WoW but still elevated. Owners hold firm…
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 — Frontline has just slashed fleet cash breakevens by approximately $1,300/day after converting $405.5 million in debt and prepaying $ 374.2 million. Leaves $352.4M revolver headroom…↗
Nov 20
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 10
Marhelm — Tanker earnings soar, but Frontline lags the rally. VLCC rates recently spiked to $138,000/day, yet the stock hasn’t fully kept pace with the market surge. $FRO↗
Nov 10
Marhelm — Suezmaxes surge! Rates nearly double MoM to ~$85,000/day for scrubber-fitted vessels, tripling from summer lows. Market mirrors VLCCs, driven by rising oil consumption & export…↗
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 5
Marhelm — Dirty play is heating up
Aframax TCEs rallying above $60k/day are pulling LR2s into the crude trade. LR2s trading dirty now outnumber clean for the first time since 2023. Strong d…↗
Nov 5
Marhelm — Dirty tanker speeds keep sliding
Sanctions from OFAC, UK & EU are biting. Laden VLCC/Suezmax now avg <11.5 kts, near YTD lows, while crude arrivals slump to 14.2 mb/d, a 4-…↗
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…↗
— 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
Marhelm — VLCC rates could surge toward $200,000/day as floating storage re-emerges for the first time in 5 years.
With booming supply and weak demand, storing oil at sea may finally make ec…↗
Oct 21
Marhelm — VLCC owners face a high-stakes call in an overpriced MEG market. Baltic rates to China surge to $87,200/day, with scrubber-fitted ships hitting $93,000/day (+8% WoW).
$OET $INSW $…↗
Oct 21
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 21
Marhelm — Vortexa: China’s new Special Port Fees hit 11% of the global tanker fleet, with VLCCs and MR2s most exposed. Data shows 343 MR2s and 63 VLCCs tied to US ownership, operation or fla…↗
Oct 21
Marhelm — Short-term chaos, long-term profit.
Fee war = Good for shipping.
ClarkSea Index hits $30,461/day, 1st time >$30k since 2022 (+5% WoW, +50% vs 10yr avg).
VLCCs $90k/day (+10…↗
Oct 15
Marhelm — VLCC market still shaky post-China tariffs on US-linked tonnage. MEG/East at WS88–90 (vintage), while modern ships offer >WS100. Supply steady but sentiment firm, owners staying…↗
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 13
Marhelm — Frontline’s rumored $1–1.2B sale of its 18 LR2s to Thenamaris faces tight pricing pressure. Clarksons warns $FRO must beat broker valuations to avoid destroying value. Trading abov…↗
Oct 9
Marhelm — Frontline is rumored to be in talks with Greek Thenamaris to sell its total fleet of 18 LR2 vessels with a price tag of $1 billion. $FRO↗
Oct 9
Marhelm — VLCCs off 10% from $100K/day highs, just a breather?
Tight tonnage and rising non-Russian flows keep the upside alive.
Frontline aiming for $30.
$FRO $ECO $INSW↗
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 6
Marhelm — VLCC earnings have slumped
Daily rates have tumbled from $108k to below $80k/day as market activity remains muted in recent weeks.
$FRO $ECO $OET↗
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…↗
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…↗
Sep 16
Marhelm — BRS: LR2s set to struggle in Q4 as refinery maintenance boosts VLCC crude flows but cuts product exports.
$FRO $INSW $TRMD↗
Sep 15
Marhelm — Crude tanker spot rates have risen above $90k. The upside is considerable. Per Arctic. $FRO $INSW $DHT↗
Sep 12
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 — Suezmaxes ex WAF down ~20% in Sept (-10mbbls), but USG upsizing + Brazil/Liza + firm CPC/MEG keep lists tight. TD20 front end v sparse (5 FOC), fixing ~WS110-112.5. VLCC > Smax…↗
Sep 11
Marhelm — John Fredriksen is said to have signed a newbuild contract for two new VLCCs with options for further two vessels with Chinese shipyard Hengli Shipbuilding and with a price per ves…↗
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 9
Marhelm — East–West Clean arb is pulling in the big girls. Newbuild VLCC/Suezmax clean runs hit a record 4 voyages in Aug ’25. LR2s are feeling the squeeze as seven Suezmaxes and three VLCCs…↗
Sep 8
Marhelm — $FRO up >20% in 3 weeks as tanker earnings surge. VLCCs now fixing $65k/day (+30% WoW), Suezmaxes firm too. Market heat is driving the stock higher.↗
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 2
Marhelm — "The current rate trends bode well for the fourth quarter and investors seem to be gradually pricing this in. Non-sanctioned oil export is up from 2 to 2,5mbpd from last year" Fron…↗
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 — Aframax CPC loadings scrapped at the Black Sea as maintenance cuts volumes. September: 46 Suezmax cargoes vs August: 41 Suezmax + 11 Aframax. Kazakh crude exports via CPC termina…↗
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…↗
Aug 12
Marhelm — "We see signs of short coverage in shipping and expect the trend to pick up, particularly for Maersk, Frontline and Hoegh Autoliners" Per ABG $FRO $HAUTO.OL $MAERSK-B.CO↗
Aug 12
Marhelm — Gibsons: A tsunami of sanctions now engulfs 25% of the Aframax fleet, with demand still tied to the Russia-Ukraine geopolitics and the surge in crude tonne-miles since the war bega…↗
Aug 7
Marhelm — Suezmax rates in West Africa surged 94% WoW, sparking VLCC interest. Fearnleys called Wednesday a manic day for Suexmaxes, with short tonnage lists driving immense gains and failed…↗
Aug 6
Marhelm — Secondhand Aframax values slump: The Advantage Award (115,900 dwt, 2011) was sold for $36.5M, down from $52M in 2024. Aqua Pearl is valued at $24.9 million, down from $ 34.8 millio…↗
Aug 5
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 — Where does shipping stand after half a year of turbulence?
Shipping-analyst at Arctic, Kristoffer Barth Skeie, is coming to our platform to discuss the various shipping segments a…↗
Jul 15
Marhelm — Supertanker dirty-to-clean switches surged in June as cleaned VLCCs/Suezmaxes rejoined CPP trade. With newbuilds peaking & MEG–Europe LR2–Suezmax spread steady ~$30–50/t, barri…↗
Jul 8
Marhelm — "Containers, car carriers and LNG have had their time in the sun. The tankers too, but only the part we don't identify ourselves with. Sanctioned oil tankers have been in the most…↗
Jul 4
Marhelm — Suezmax & Aframax tankers stand to gain as South Sudanese crude exports rebound via the Red Sea, now ~14% of all shipments. Pipeline repairs key to Dar & Nile blend flows.…↗
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…↗
Jun 23
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 18
Marhelm — "The rally isn't over. Current events could speed up a repricing we've been expecting based on the fundamentals. SBM1 Markets. $FRO↗
Jun 18
Marhelm — War risk premiums soar: Ras Tanura-Ningbo VLCC insurance jumped from $0.25/bbl to $0.70-$0.80/bbl. TD3C July bids hit WS 65. LR2 AG-UKC cargo adds $0.6M for Cape route. Owners dema…↗
Jun 17
Marhelm — 15% surge in product tanker rate index this morning, with the biggest gains on long haul fuel routes
$STNG $HAFNI.OL $ASC $INSW $DIS.MI $FRO↗
Jun 17
Marhelm — Frontline: "All the crew onboard the Front Eagle safe after the collision off Fujairah, with no injuries reported. No reports of pollution at this time. A full investigation will b…↗
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 13
Marhelm — $FRO CEO Lars Barstad slams owners fixing in today’s volatile market, saying those allowing ships "on subjects" should “just hand back the keys.” Warns VLCC/Suezmax charterers now…↗
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…↗