What’s next for tanker stocks as Hormuz crisis drags on?

YOU can throw almost every outlook or prediction made for the tanker market in 2026 in the garbage, says Lloyd’s List senior reporter Greg Miller.

After all, the US-Iran war and ensuing Strait of Hormuz crisis is perhaps the black swan to end all black swans for the market.

More than two months later, the chokepoint remains closed: so what happens to tanker stocks now?

To find out, Greg spoke to Deutsche Bank analyst Chris Robertson, who ran through the year so far for tanker stocks and offered some insight as to what may be in store if the crisis continues into late 2026.