With the Strait of Hormuz closure disrupting global energy and commodity flows, the article recommends 10 stocks positioned to benefit from supply chain shifts. These include U.S. oil producers, refiners benefiting from widened crack spreads, LNG exporters filling supply gaps, shipping companies handling longer routes, and fertilizer producers gaining from reduced competition.

The blockade of the Strait of Hormuz, through which 25% of global seaborne oil and 20% of LNG trade flows, is creating significant ripple effects across energy markets. Rising oil prices benefit U.S. exploration and production companies, while refining crack spreads have soared above $58. The disruption also benefits LNG suppliers from alternative sources, fertilizer producers, and LNG shipping companies facing longer routes.

Frontline plc announces the resignation of Director Ørjan Svanevik and the appointment of Mikkel Storm Weum as a new Director. Weum brings extensive experience in shipping and maritime industries, currently serving as Investment Director at Seatankers Management Norway AS and holding board positions at Flex LNG Ltd and Star Bulk Carriers Corp.

Flex LNG reported Q4 2025 results in line with guidance, with quarterly revenue of $87.5 million and full-year revenue of $340 million. The company declared its 18th consecutive quarterly dividend of $0.75 per share (11.5% yield) and maintains a strong cash position of $448 million with 50 years of minimum firm contract backlog. Management expects 2026 to be volatile with modest spot market earnings, 78% of available days fixed on long-term charters, and three vessels exposed to spot markets. The company maintains a disciplined approach to newbuilding investments, preferring to extend existing high-quality tonnage rather than order new vessels without firm contracts.

Flex LNG announced its dividend of USD 0.75 per share, with different ex-dividend dates for Oslo Stock Exchange and New York Stock Exchange in September 2025.

Flex LNG Ltd. (FLNG) announced that its shares will trade ex-dividend of $0.75 per share on June 5, 2025 on the Oslo Stock Exchange and June 6, 2025 on the New York Stock Exchange. The dividend will be paid to shareholders on or about June 25, 2025 and June 20, 2025, respectively.

U.S. stocks traded mixed as investors weighed fiscal concerns, sending Treasury yields higher and the dollar lower. Bitcoin surged past $109,000 after JPMorgan announced it will allow client purchases without custody services.

Natural gas will play a vital role in the energy transition, supporting the expansion of renewables and accelerating the shift away from coal. However, challenges remain, including high LNG prices and the need for carbon prices to support gas's displacement of coal.

Flex LNG Ltd. (FLNG) announced that its shares will trade ex-dividend of USD 0.75 per share on February 19, 2025 (Oslo Stock Exchange) and February 20, 2025 (New York Stock Exchange). The dividend will be paid to shareholders on or about March 10, 2025 (Oslo) and March 5, 2025 (NYSE).

The global LNG carrier market is expected to grow at a CAGR of 3% from 2023 to 2030, driven by rising natural gas demand, expanding LNG production, and the transition to cleaner energy sources. Key trends include increasing carrier size, adoption of eco-friendly designs, and the rise of floating storage and regasification units.

Flex LNG Ltd. (FLNG) announced an ex-dividend date of November 26, 2024 for a dividend of $0.75 per share, which will be paid to shareholders on or about December 16, 2024 for the Oslo Stock Exchange and December 11, 2024 for the New York Stock Exchange.

Senior executives from leading shipping companies will participate in panels at the 16th Annual New York Maritime Forum on October 15, 2024, in New York City. The event will cover the latest developments in the global shipping, energy, and commodity markets, as well as financial and capital markets.