$TRMD mention timeline

Torm Plc - Class A. Every tracked FinTwit mention of $TRMD, newest first. 25 mentions since the first on Jul 8, 2025. See the price chart.

March 2026 · 1 mention

Mar 9
Marhelm — Oaktree trims stake in Danish tanker owner Torm to 23.39% (23.8M shares) amid ongoing merger talks with rival Hafnia. Buyer not yet confirmed. $TRMD $HAFNI↗

Feb 26
Marhelm — $TRMD fires on all cylinders - FY25: TCE $910m | Adj. EBITDA $578m | Net $286m | EPS $2.91 - Q4: Net $87m | Div $0.70/sh (82% payout) Fleet avg: $28,783/day - LR2 $35,850 | LR1 $2…↗
Feb 10
Marhelm — LR freight holds near a 15-month high, with naphtha now the key demand driver. Clean LR supply stays tight despite 13 LR deliveries in 2026, as strong East–West economics and NE As…↗
Feb 6
Marhelm — LR2/Afra spreads did the talking. Wide clean–dirty gap pushed ~50 vessels from clean to dirty. January’s clean rebound looks like a head fake, not a trend. Dirty still wins as cle…↗
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…↗

Jan 20
Marhelm — Clean LR market tightening: Middle distillate flows from the Arabian Sea to Europe stay elevated, with most voyages rerouted via the Cape of Good Hope. East–West LR freight strengt…↗
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…↗

Dec 14
Marhelm — LR2 spot sending a message: not all ships are equal. MEG-Asia at WS 155 and $40k–42k/day for eco/scrubber ships. Modern LR2s are getting paid. $TRMD $HAFNI $HAFN↗
Dec 9
Marhelm — LR2 tonne-miles are down 6% q/q as MEG refinery maintenance slashes Q4 voyages by ~50% vs Aug. Voyage distances have fallen, with LR2s shifting to NE/S Asia & Pacific routes. M…↗
Dec 2
Marhelm — PADD 5 just pulled a wave of MR voyages from NE Asia, as an open arb and a refinery outage drew tonnage to the USWC. With prompt supply tightening and vessels ballasting to South A…↗

Nov 18
Marhelm — Oceania’s seasonal demand is tightening CPP flows, keeping LRs/MRs busy in Asia-Pac. More NEA barrels now ship on LRs, lifting freight and narrowing the LR–MR gap. Even with NEA ex…↗
Nov 13
Marhelm — US Gulf MR tanker rates surged to $875k/voyage (from $440k Nov 5) on strong Caribbean & E. Mexico demand amid rising US naval buildup near Venezuela. At least 18 MRs (~6mn bbls…↗
Nov 11
Marhelm — LR naphtha flows cool off. Eastbound MEG–NEA voyages drop 3 straight months since July as refinery turnarounds curb demand. LPG stays $80–100/t cheaper than naphtha. Fewer LR2s in…↗
Nov 6
Marhelm

Oct 29
Marhelm — Product tanker markets stay choppy. LR2 ME-Japan TCEs up 24% to $26,470, LR1s rebound to $22,121. MRs mixed: Jamnagar-Chiba up 32% to $13,402, USG-RTM up 25% to $27,547. Baltic Cl…↗
Oct 28
Marhelm — LR1s eye MR turf as MEG CPP exports slide down >20% m-o-m in H1 Oct. - East/S. Africa lifting off 50% since Aug - MEG refinery turnarounds ~800kbd vs ~360kbd last year Freight…↗
Oct 22
Marhelm — Tanker rates stay firm as real cargo growth, MEG liftings & new policy frictions tighten supply. Ships pulled straight into laden runs, thinning the ballast pool. Fundamentals,…↗
Oct 2
Marhelm

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 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 3
Marhelm — Hafnia inks preliminary deal to buy 14.45% of TORM (14.1M A shares) from Oaktree at $22/share, totaling $311.4M. Deal subject to definitive agreement. $HAFNI $HAFN $TRMD↗

Aug 19
Marhelm — LR2 demand stays firm on MEG–NE Asia naphtha runs, backed by Japan’s 250kbd Eneos outage. But China’s rebound + rising MEG vessel supply may cap gains. 2025 tonne-miles remain well…↗
Aug 15
Marhelm — $TRMD posts Q2’25 adj. EBITDA of $150m (-15% YoY) on average. TCE $36.7k/day (-7% YoY). 91% fleet coverage at $32.5k/day for Q3. Disciplined operations and cost control maintain re…↗

Jul 8
Marhelm — LR1-LR2 MEG to NE Asia rate spread nears zero as prompt LR1 supply surges vs LR2s. Weak MEG naphtha flows (-17% Jun) + alt supply routes hit LR2 scale advantage. More parcels likel…↗