Star Bulk Carriers. Every tracked FinTwit mention of $SBLK, newest first. 21 mentions since the first on Jul 22, 2025. See the price chart.
February 2026 · 1 mention
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…↗
December 2025 · 2 mentions
Dec 4
Marhelm — Capesize market heating up
Spot rates are now just shy of a 2-year high, flirting with the $54,500/day levels of the 2023 Capesize Christmas.
H2 earnings run ~50% above the…↗
Dec 3
Marhelm — Guinea’s first iron-ore shipment from the $23bn Simandou mine sails to China, targeting a mid-January arrival and full ramp-up in 2.5 years, as Capesize earnings jump to $38,427/da…↗
November 2025 · 3 mentions
Nov 20
Marhelm — Aging steel, top dollar! A 15 year old unit now clearing $30m+, a zone that top-tier charterers usually avoid.
With cape rates >$30,000/day, even aging steel prints big. Jap…↗
Nov 18
Marhelm — Declining iron ore grades from Australia/Brazil are boosting capesize demand as mills need more volume to produce the same steel. Iron ore shipments up, pushing the BCI +5% YoY sin…↗
Nov 12
Marhelm — Soy slowdown in China!
• Dec bookings ~2M t, Jan barely moving
• Ports/ Crushers: 10.3M / 7.5M t
• Soymeal down 20% → $421/t
• US deal: 12M t by YE, 25M t/yr next 3 yrs…↗
October 2025 · 3 mentions
Oct 29
Marhelm — China snaps up its first US soybean cargoes of the season, at least two shipments confirmed, hinting at a thaw in trade ties as Beijing and Washington finalize a new framework deal…↗
Oct 23
Marhelm — Capesize values hit a 17-year high!
- 5-year-old Capes (180k DWT) up 23% YTD: $55.18m → $67.73m, highest since Oct 2008.
- 1-yr TC: $17,432 → $23,067/day (+33%): earnings trail as…↗
Oct 15
Marhelm — Iron ore still rules dry bulk but is slipping, 41.5% (2015) → 37.1% (2025 YTD). Coal hits a decade low at 21.0%, while bauxite rockets from 2.0% → 8.4%, powered by China’s aluminiu…↗
September 2025 · 10 mentions
Sep 30
Marhelm — China’s state buyer CMRG has instructed major steelmakers & traders to suspend all new dollar-denominated $BHP cargoes, according to reports. Iron ore futures rose 1%+ to $104/…↗
Sep 29
Marhelm — "When dry bulk gains a bit more momentum as we have started seeing we could easily see Starbulk move 30 percent and still be cheap"
Great observations from Arctic as we looked at…↗
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…↗
Marhelm — China-built capes are trading briskly: 16-year-old Cape Aqua sold for $24m, 8-year-old Herun Zhejiang for $48m, and 14-year-old Mineral Brussel for $24.5m. Spot rates top $25,000/d…↗
July 2025 · 1 mention
Jul 22
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…↗
— Clarksons sees the greatest potential in Star Bulk with a PT of $25,70. The upside in Genco and Himalaya is somewhat lower with PTs of $21,5 and 95 NOK respectively.$SBLK $GNK $HSH…
Marhelm — Capesize rally hits pause: after a 21% surge since early Sept, avg spot rates slipped back under $28k/day Monday as transatlantic momentum cools.
$GNK $HSHP $SBLK↗
Sep 21
Marhelm — Pareto: "The Chinese have been active in the second-hand market buying larger dry bulk vessels. A strong fourth quarter will lift expectations for next year and the stocks will run…↗
Sep 16
Marhelm — $SBLK is selling ships, stockpiling cash & steering clear of happy shipyards. No new orders as it waits out the marine fuel uncertainty.↗
Sep 15
Marhelm — Chinese iron ore binge keeps Capes flying.
Sub-$100/t ore fuels restocking, but higher prices & swelling port stocks could clip the wings.
$GOGL $DSX $SBLK↗
Sep 4
Marhelm — Capes: 3rd straight summer of boom-bust — 2025 peaked $31.7k/day in July, slid < $24k by Aug. Panas steady, up $10k → $16.8k/day. Supras $12k → $18.4k/day, Handys $10.8k → $13.6…↗
Sep 3
Marhelm — Next year we're headed for an attractive market in iron ore and bauxite. Solid economic activity, Chinese stimulus and increased iron ore from Vale and Simandou are important drive…↗