"The bull case for DHT Holdings rests on its best-in-class corporate governance, pure-play VLCC exposure, and a 100% net earnings payout policy."

"The guest argued that a messy normalization and reopening of the Strait of Hormuz will act as a major catalyst for crude tankers due to severe logistical congestion and traffic jams."

"The guest argued that an eventual diplomatic deal lifting sanctions on Iranian oil would structurally shrink the global tanker fleet and boost demand for compliant vessels."

"The bear case argued for Very Large Crude Carriers (VLCCs) is that a lack of Middle Eastern cargoes will eventually force idle ships to migrate west, creating a supply glut."