In short: A pure-play VLCC owner cited as evidence of record charter pricing — fixed its Redwood at $105,000/day in February; the kind of compliant-tanker owner that returns spot earnings as dividends and captures the Hormuz dislocation.
DHT owns very large crude carriers (VLCCs) — the giant tankers that haul oil across oceans. With the Strait of Hormuz half-shut by the Iran war, there aren't enough compliant tankers to move the world's oil, so the rate to hire one has rocketed: DHT locked in one of its ships, the Redwood, at $105,000 a day when the cost to run it is closer to $20,000. Prins isn't formally rating DHT here; she uses it to show that tanker owners are booking enormous, contracted profits that will keep flowing for many months even after the strait reopens. The owners of these ships, especially the few that pay the cash out as dividends, are the quiet winners of the chaos.
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