The resumption of oil tanker traffic through the Strait of Hormuz following the recent ceasefire presents a lucrative opportunity for global shipping operators. With freight rates more than doubling pre-war levels, crude carrier stocks are positioned to capitalize on the reopening of this critical energy chokepoint.
Published on April 9
Spot freight rates and daily delay fees have more than doubled their pre-war averages — and tanker operators are collecting every penny of it. The window to benefit from these inflated rates may not stay open forever.
Twenty percent of the world's oil and gas moves through the Strait of Hormuz. With traffic now resuming after a six-week ceasefire, the scramble to fulfil a massive backlog of Asian refinery demand is already underway.
Commodities giant Glencore has already chartered a supertanker on this very route — a strong signal that the world's biggest energy players are positioning themselves right now.
The Strait of Hormuz is one of the world's most important energy corridors, carrying around twenty percent of global oil and liquefied natural gas. Following a six-week ceasefire, oil tanker traffic is resuming — and shipping operators are charging massive risk premiums to do so. This creates a rare and potentially very profitable window for crude carrier companies stepping in to meet a huge backlog of Asian refinery demand.
This is a tactical, cyclical theme — meaning it is tied to a specific real-world event rather than a long-term structural trend. Spot freight rates and daily delay fees have more than doubled their pre-war averages, which is great news for tanker operators right now. However, as conditions normalise over time, those elevated rates may compress. This group is best understood as a short-to-medium-term opportunity driven by a clear catalyst.
Every stock in this group was handpicked by professional analysts because of its direct exposure to the crude oil and refined petroleum shipping market. The selection spans large fleet operators, supertanker managers, and diversified maritime logistics providers — from VLCC specialists like DHT and Frontline to product tanker operators like TORM and Hafnia. Together, they offer broad coverage of the maritime energy opportunity created by the Hormuz reopening.
This basket's total market capitalisation is $24.04B and is heavily anchored by a few large‑cap stocks. That concentration likely produces greater stability and market‑correlated behaviour than a small‑cap or highly speculative basket.
FRO: $8.05B
INSW: $3.78B
TNK: $2.67B
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INTERNATIONAL SEAWAYS INC
INSW
Current Price
$99.68
International Seaways owns a significant fleet of VLCCs and Suezmaxes to transport crude oil, profiting from the increased activity through the Strait...
International Seaways owns a significant fleet of VLCCs and Suezmaxes to transport crude oil, profiting from the increased activity through the Strait of Hormuz.
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On average, analysts expect assets in this group to grow 314.12% over the next year.
10 of 14 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+314.12%
