Strait of Hormuz Risks Are Rising. Yet, These 3 Stocks Could Gain - Scorpio Tankers (NYSE:STNG), Chevron

Risks tied to the Strait of Hormuz are rising, and the article argues that shipping and marine-insurance names could benefit as tanker travel becomes slower, riskier, and more expensive. It points to Iran–U.S. military escalation and market reactions to President Trump’s remarks, which have renewed focus on threats to Gulf shipping security. The Strait remains crucial, with about 20 million barrels of oil per day moving through the waterway—around one-fifth of global petroleum liquids consumption—based on U.S. Energy Information Administration estimates. The route also supports liquefied natural gas exports, particularly from Qatar. Even without a full shutdown, war-risk insurance premiums can surge and rerouting around the Cape of Good Hope can add roughly 10 to 15 days to some routes, reducing vessel availability and pushing up charter rates. The piece highlights International Seaways (NYSE:INSW) for its exposure to both crude and refined-product shipping, with time charter equivalent (TCE) rates presented as a key metric for earnings power amid disruption.