Who mentions $TRMD most on Surfaced?

@marhelmdata (Marhelm) mentions $TRMD most — 24 mentions in the past 12 months.

When was $TRMD first mentioned on Surfaced?

The earliest tracked mention of $TRMD in the Surfaced archive was on Jul 8, 2025.

How many voices track $TRMD?

2 FinTwit voices have mentioned $TRMD 25 times in the past 12 months.

What kind of voices mention $TRMD most?

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

$TRMD — FinTwit mentions on Surfaced

Recent mentions

25 mentions

@marhelmdataMar 9, 2026 · 12:33 PM

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

Open on X

@marhelmdataFeb 26, 2026 · 2:20 PM

Open on X

@marhelmdataFeb 10, 2026 · 2:29 PM

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 Asia pull support for longer-haul demand. $TRMD $INSW

Open on X

@marhelmdataFeb 6, 2026 · 12:17 PM

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 clean share slides toward ~45%. $TRMD $TNK

Open on X

@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

Open on X

@marhelmdataJan 20, 2026 · 1:29 PM

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 strengthens as supply tightens and Cape transits dominate over Bab el-Mandeb. $STNG $TRMD $HAFNI

Open on X

@james56487175Jan 7, 2026 · 4:18 PM

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 on goal at huge earnings spikes over the next few years IMO $ECO $NMM $TEN $HAFN $TRMD $DHT

Open on X

@marhelmdataDec 14, 2025 · 11:49 PM

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

Open on X

@marhelmdataDec 9, 2025 · 11:31 AM

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. Middle distillate margins down 15% w/w, but LR2 rates hold as vessels migrate to dirty trade. $TRMD $HAFN

Open on X

@marhelmdataDec 2, 2025 · 2:49 PM

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 America, APAC MR freight stays supported and regionally tight. $STNG $TRMD

Open on X

@marhelmdataNov 18, 2025 · 6:40 PM

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 exports easing in Dec, rising SEA supply keeps MR/LR employment firm. $TRMD $STNG $HAFNI

Open on X

@marhelmdataNov 13, 2025 · 10:02 AM

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) were fixed on Nov 11, easing fears of supply risk driving the spike. $STNG $TRMD $ASC

Open on X

@marhelmdataNov 11, 2025 · 9:42 AM

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 clean trades tighten supply, the next rate move likely supply-led, not demand-driven. $TRMD $STNG

Open on X

@marhelmdataNov 6, 2025 · 10:08 AM

$TRMD Q3 2025 Clean tanker trade surged in Q3 2025. Volumes up 4% q/q, 21% y/y, driven by MEG–Asia flows. Russian drone hits cut exports, boosting USG–S. America. Rates: LR2 ~$110K/day, MR ~$60K/day. Refinery closures in the EU & USA to keep ton-miles firm into Q4. https://t.co/NfuGGSEIDd

Open on X

@marhelmdataNov 5, 2025 · 2:57 AM

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 dirty outlook = more switches ahead, tighter clean supply. $TRMD $FRO

Open on X

@marhelmdataOct 29, 2025 · 6:15 PM

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 Clean Index averages 574, the lowest since November 2024. $TRMD $STNG $HAFNI $HAFN

Open on X

@marhelmdataOct 28, 2025 · 2:45 PM

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 spreads are widening. LR1s may dominate intra-Asia CPP with seasonally rising Q4 voyages. $TRMD $STNG

Open on X

@marhelmdataOct 22, 2025 · 1:37 PM

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, not sentiment, drive this rally. $TRMD $TNK $STNG

Open on X

@marhelmdataOct 2, 2025 · 3:33 AM

Pareto raises PTs on tankers. "This time it's not being driven by temporary factors" Scorpio with a PT of $69, Teekay PT $61, Torm $26. $STNG $TNK $TRMD

Open on X

@marhelmdataSep 16, 2025 · 2:04 PM

BRS: LR2s set to struggle in Q4 as refinery maintenance boosts VLCC crude flows but cuts product exports. $FRO $INSW $TRMD

Open on X

@marhelmdataSep 9, 2025 · 3:21 PM

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 are expected to join before the end of the year. $FRO $TNK $TRMD

Open on X

@marhelmdataSep 3, 2025 · 9:20 PM

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

Open on X

@marhelmdataAug 19, 2025 · 5:46 PM

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 above 2016–24 avg. $TRMD

Open on X

@marhelmdataAug 15, 2025 · 1:02 PM

$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 resilient margins despite softer market rates. A dividend of $0.40 for Q2. https://t.co/3zzlfSINMf

Open on X

@marhelmdataJul 8, 2025 · 3:41 PM

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 likely shifting to LR1s. Expect pressure on LR2 TCEs. $TRMD

Open on X

$TRMD

$TRMD

Frequently asked

Related stocks