$LPG mention timeline

Dorian LPG. Every tracked FinTwit mention of $LPG, newest first. 11 mentions since the first on Jun 13, 2025. See the price chart.

February 2026 · 3 mentions

Feb 10
Marhelm — VLGC demand surges: Middle East spot fixtures hit $88,000/day as LPG carriers remain hot. Forward deals hint rates may ease soon. $LPG $BWLPG↗
Feb 5
Marhelm — Dorian LPG is a yield monster. $50,333/day TCE, $1.11 EPS, $0.70 div. 17 straight irregular dividends, $960m cash back since IPO. VLGC supply is barely growing (only 2 deliveri…↗
Feb 4
Marhelm — VLGCs steady at ~$70,000/day; 2026 ~$55,000/day, 2027 ~$40,000/day. Iran-US tensions could push 7.7% of global LPG exports (~15% VLGC fleet) into compliant trade, tightening supply…↗

Jan 6
Marhelm — Pareto upgrades Dorian LPG to Buy from Hold, raising the target to $31 (from $30). A strong start to 2026 for VLGCs, with $70,000/day rates, implies a Q1 EPS of approximately $2.0,…↗

Nov 5
Marhelm — VLGC market ignites after US-China port fee truce Spot earnings surge 30% WoW to $55,000/day (non-eco), with MEG–Japan at $46,000/day and USG–Japan at $62,000/day. The LPG arb fo…↗

Oct 10
Marhelm — LPG stocks face rough seas ahead. A wave of newbuilds from 2026 is set to pressure VLGC rates, with $BWLPG and $LPG feeling the squeeze.↗

Sep 23
Marhelm — Chinese-built VLGCs are dodging looming US port fees, with brokers noting ~10% of the fleet steering clear as Atlantic tonnage tightens. $BWLPG $LPG↗

Aug 19
Marhelm — India’s LPG imports hit record highs (927kbd in Aug) as subsidies & Diwali prep drive demand. Expect tighter VLGC tonnage & rate spikes Sept-Nov. $BWLPG $LPG↗
Aug 8
Marhelm — ABG: With arbitrage opportunities supporting rates at today's levels, we think the rate development should remain stable in the coming months, and that VLGC stocks offer god risk/r…↗

Jul 25
Marhelm — VLGC Spot rates surge: Saudi-Japan runs hit $70,000/day (+8% in a week), Houston-Japan at $66,000/day (+5%). Strong demand keeps Asia & US chartering firm. $BWLPG $LPG↗

Jun 13
Marhelm — VLGC Spot rates sour Houston to Chiba route hits $51,300/day, up 15% since May. Driven by strong US export demand and favourable propane pricing. Tight vessel availability and Pa…↗