$DHT

Kinder Morgan (KMI) and other infrastructure stocks reported strong Q2 earnings, with revenues up 14.1% on average. KMI's revenue rose 10.8% YoY, beating estimates. Genesis Energy (GEL) saw a 41% revenue increase, while DHT Holdings (DHT) had 174% growth. Expand Energy (EXE) and Kodiak Gas Services (KGS) also reported, with mixed results. Stocks in the sector are up 9.2% on average since earnings.

Eglin Jon Stephen (Chartering & Operations) sold 25,000 shares of DHT Holdings, Inc. (DHT) at $20.35 ($0.51M total) on 2026-08-21.

Rossini Sophie sold 33,000 shares of DHT Holdings, Inc. (DHT) at $20.04 ($0.66M total) on 2026-08-21.

Edvardsen Svenn Magne (Technical Director) sold 341,007 shares of DHT Holdings, Inc. (DHT) at $20.29 ($6.92M total) on 2026-08-21.

Shipping stocks, including Danaos Corporation, Frontline, and Teekay Tankers, reached multi-year highs due to strong demand and geopolitical factors. Since the Hormuz crisis, these stocks gained 22% on average, outperforming the S&P 500. Top performers include Höegh Autoliners (up 56%) and BWET ETF (up 650%). Year-to-date, shipping stocks surged 68%, with crude tankers and car carriers leading gains.

Halvorsen Laila Cecilie (Chief Financial Officer) sold 50,000 shares of DHT Holdings, Inc. (DHT) at $20.00 ($1.00M total) on 2026-08-20.

Eglin Jon Stephen (Chartering & Operations) sold 50,000 shares of DHT Holdings, Inc. (DHT) at $19.99 ($1.00M total) on 2026-08-19.

The Wall Street Journal reported Iran's alleged plans to escalate war, coinciding with a US-Iran memorandum's expiration. Oil stocks like XOM and OXY are up 35% and 43% YTD, but XOM is flagged as 13% overvalued. Tanker stocks FRO and DHT surged 103% and 70% YTD due to Hormuz rerouting. Despite a 90% drop in Strait of Hormuz shipping, oil prices showed muted reaction.

U.S. stock futures were mixed. Evolution Metals & Technologies (EMAT) fell in pre-market after reporting Q2 losses of 2 cents per share, beating consensus of 3 cents, but sales of $1.636M missed $2.100M; shares fell 5.5% to $2.86. Barfresh (BRFH) dropped 24% after weaker Q2 results and lowered FY26 sales guidance. Snap (SNAP) fell about 15% to $4.62.

The Wall Street Journal, citing Arab and Iranian sources, says hardliners in Iran treated a June US-Iran memorandum as preparation for future conflict and increased IRGC authority, missile and UAV production, and senior appointments. Kpler data cited by Reuters and CNBC shows Strait of Hormuz transits fell sharply. Oil prices were little changed, while XOM, OXY, FRO, and DHT have risen YTD; XOM CEO cited about 10% upstream production loss.