DHT operates a modern VLCC fleet benefiting from sustained long-haul crude trade and aging global tanker fleet that limits effective supply. Asian crude import demand stable while US Gulf and Brazil exports grow, lengthening voyage routes. Strict capital discipline and high dividend payout ratio attract income-focused investors. Modern fleet age provides margin and emissions compliance edge.
Thesis reviewed May 29, 2026
DHT Holdings, Inc. is headquartered in Norway, which is currently showing moderate signals.
π³π΄Norway52NEUTRALView Norway risk detail βπ’Shipping45AVOID| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| EGLE | Eagle Bulk Shipping Inc. | 46 | +14% | β86% | EARLY |
| TEN | Tsakos Energy Navigation Limited | 46 | +12% | β86% | EARLY |
| DAC | Danaos Corporation | 46 | +21% | β86% | EARLY |
| NAT | Nordic American Tankers Limited | 46 | +14% | β86% | EARLY |
| ZIM | ZIM Integrated Shipping Services Ltd. | 46 | -13% | β86% | AVOID |
| FRO | Frontline plc | 46 | -4% | β86% | AVOID |
| GNK | Genco Shipping & Trading Limited | 40 | +14% | β86% | EARLY |
Investors who hold DHT may also have indirect exposure through these country funds.
VLCC TCE rates breach $60,000/day on tonnage tightness
Global tanker fleet aging accelerates as newbuild ordering remains muted
Estimates Β· Yahoo Finance Β· Not audited figures