Buy DHT by Jun 3, 2026.

People are massively underestimating what’s happening in the tanker market right now. Three developments over the past few days could create one of the most extreme supply shocks in tanker history, and companies like DHT could be direct beneficiaries. First, tanker traffic through the Strait of Hormuz has reportedly fallen by \~90%, according to shipping data. The Strait of Hormuz normally handles around 20% of the world’s oil supply, so even partial disruptions have historically sent tanker rates skyrocketing. Source: …