Scorpio Tankers is recommended as a buy because if Middle Eastern refineries go offline, Europe will pay top dollar to ship diesel and jet fuel from the US, with a target of $90.
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Here are 3 stocks as Iran closes the Strait or Hormuz: ZIM Integrated Shipping ($ZIM): Threatened routes me...
Mar 4, 2026
The creator identifies three stocks poised to benefit from geopolitical tensions affecting the Strait of Hormuz, focusing on shipping logistics as a key investment area. The recommendations include ZIM Integrated Shipping, Scorpio Tankers, and the SonicShares Global Shipping ETF ($BOAT).
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ZIM Integrated Shipping is a buy due to potential emergency surcharges on containers as shipping routes are threatened, which could multiply cash flow overnight with a target of $31.