Tanker markets and why International Seaways is almost as cheap as it's ever been

J Mintzmyer talks to International Seaways' CEO Lois Zabrocky and CFO Jeff Pribor about tanker market dynamics - what's driving things right now? (1:40) Will Red Sea disruptions have a big impact? (7:00) Libya, oil export disruptions and Russian sanctions (11:40). Risks and concerns about the tanker market (14:40). Positive orderbook, peaking global oil demand and large LR2 product orderbook (20:30). Fleet profile management, vessel renewals (25:00). Remarkable balance sheet improvement (29:20). Dividend payout policy strategizing, answering investors' frustrations (31:30). 30%+ discount - appetite for share repurchases? (37:45)This is an excerpt from a recent Value Investor's Edge Live episode.Episode transcriptsShow Notes:J Mintzmyer On Red Sea Disruptions And 2 Key Shipping SegmentsOPEC again cuts global oil demand growth forecastJ Mintzmyer's Note Of Caution On ShippingFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions