Scorpio Tankers STNG 2024 Investment Fund Analysis

Investment analysis of Scorpio Tankers Inc. presented to the SMU Spindletop Energy Investment Fund in February 2024. The report evaluates the VLCC tanker market, highlighting bullish tailwinds from refined product demand, Red Sea disruptions increasing day rates, and low fleet growth. Analysis includes financial outlook, DCF valuation, peer comparisons, and investment thesis supporting the company's positioning in elevated shipping rates.