Tankers: Iran-US Conflict’s Best Trade

This report is intended for investors seeking to identify the asset classes best positioned to benefit from the current geopolitical conflict.

Today is not your typical Monday. With the U.S. and Iran actively engaged in strikes, we are witnessing only the beginning of this escalation. While our previous update provided a high level understanding of the situation, today we are focusing on our current positioning and the assets we are buying.

Although we will touch on the trajectory of oil prices, this report centers on our views for the best positioning during this conflict. As the title suggests, the primary focus is tankers. We are now going to dive into which specific segments and stocks we believe represent the best opportunities.