Who mentions $SBLK most on Surfaced?

@marhelmdata (Marhelm) mentions $SBLK most — 21 mentions in the past 12 months.

When was $SBLK first mentioned on Surfaced?

The earliest tracked mention of $SBLK in the Surfaced archive was on Sep 3, 2025.

How many voices track $SBLK?

2 FinTwit voices have mentioned $SBLK 20 times in the past 12 months.

What kind of voices mention $SBLK most?

$SBLK is mentioned most by Long Research voices on Surfaced.

$SBLK — FinTwit mentions on Surfaced

Recent mentions

22 mentions

@marhelmdataFeb 2, 2026 · 2:23 PM

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 $ZIM $NMM $MPCC.OL $GSL $ESEA $DAC $CMRE $SBLK $SB $HSHP.OL $2020.OL $EDRY $GNK $USEA $DSX $PANL $SFL https://t.co/E8XmSLeRoC

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@joeriwestlandJan 19, 2026 · 8:29 AM

Many in the market seem to focus on dropping $Bulk $BDI which is seasonal. Underlying relative strength is notable though. Market is getting increasingly bullish on the outlook after Chinese new year (mid Feb). $CMBT $HSHP $NMM $GNK $SBLK Q2 Capesize forward on @braemarscreen https://t.co/w1lHqoimX6

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@marhelmdataDec 4, 2025 · 2:17 PM

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 10-year average, even as more coal shifts to Panamaxes. $GOGL $NMM $SBLK

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@marhelmdataDec 3, 2025 · 7:32 PM

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/day, their highest in 2 years. $DSX $GNK $SBLK

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@marhelmdataNov 20, 2025 · 6:14 PM

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. Japanese-built 181,400 dwt Seaunity (2010) reportedly sold at $30.5m–$31m. $GNK $SBLK $DSX https://t.co/f5PuPrerTl

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@marhelmdataNov 18, 2025 · 6:39 PM

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 since late June. $GNK $DSX $SBLK

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@marhelmdataNov 12, 2025 · 1:46 PM

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 Glut & weak margins = US beans sidelined. $GNK $SBLK

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@marhelmdataOct 29, 2025 · 4:36 PM

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 reached in Malaysia. Cargoes are set to load later this year. $SBLK $GNK $DSX

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@marhelmdataOct 23, 2025 · 2:36 PM

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 asset surge. $GNK $SBLK $DSX https://t.co/0kLYHmhFXW

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@marhelmdataOct 15, 2025 · 1:17 PM

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 aluminium boom & Guinea’s export surge. $GNK $SBLK

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@marhelmdataSep 30, 2025 · 7:23 PM

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/t as Beijing flexes pricing power in the 75% share of global importers. $GOGL $SBLK $DSX

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@marhelmdataSep 29, 2025 · 5:24 PM

"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 the relative potential of CMBT, Himalaya and Starbulk $CMBT $HSHP $SBLK https://t.co/rtH0nRMdrx

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@marhelmdataSep 26, 2025 · 4:46 PM

"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 Bulkers." Per Cleaves. $FRO $2020.OL $SBLK $DHT

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@marhelmdataSep 23, 2025 · 12:04 PM

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 $HSHP

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@marhelmdataSep 22, 2025 · 12:42 PM

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

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@marhelmdataSep 21, 2025 · 3:55 PM

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." $SBLK $HSHP $2020.OL $CMBT $GOGL

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@marhelmdataSep 16, 2025 · 12:34 PM

$SBLK is selling ships, stockpiling cash & steering clear of happy shipyards. No new orders as it waits out the marine fuel uncertainty.

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@marhelmdataSep 15, 2025 · 11:07 PM

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

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@marhelmdataSep 4, 2025 · 1:16 PM

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 → $13.6k/day. Small ships shine. $DSX $SBLK

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@marhelmdataSep 3, 2025 · 9:21 PM

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 drivers. PT on 2020 Bulkers and Himalaya are increased to 165 NOK and $10, Star Bulk to $24. Per Fearnley. $2020.OL $HSHP $SBLK

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@marhelmdataAug 12, 2025 · 5:02 PM

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/day in a strong August market. $SBLK $GOGL $DSX

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@marhelmdataJul 22, 2025 · 5:59 PM

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 and best picks. $FRO $STNG $SBLK $ZIM $MPCC.OL $BWLPG.OL https://t.co/3r6jOLanIg

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