J Mintzmyer speaks with Euronav Hugo de Stoop as part of Value Investor's Edge's COVID 19 / Oil Price War Forum. While shipping is in turmoil, oil tankers like Euronav are very nicely positioned. The two discuss the outlook for the months ahead.
Topics Covered


2:15 minute mark - How is COVID-19 impacting the crude tanker markets and EURN?


4:45 -How has the oil price war shifted the market- How is EURN positioned?


8:00 - Is this market surge different than last fall with COSCO?


13:00 - Only a few fixtures so far this week, more expected soon?


14:00 - IMO 2020 update, any shift in strategy?


19:45 - Any plans to load up more VLSFO to hedge lower fuel costs?


23:00 -The other ULCC on a new storage contract? Other storage requests?


27:30 - How do the recent resales fit into your fleet and IMO strategy?


31:00 - Any near-term supply risks or overhang on orders?


36:00 - Has your capital allocation strategy shifted at all this year?


40:30 - How to differentiate between vessel acquisitions and repurchases?


43:30 - Clarification on lock-out timing- delay to 1 Apr? Annual meeting vote?


50:30 - Any shift to your views on leverage? Still ample capacity?