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 transcripts Show Notes: J Mintzmyer On Red Sea Disruptions And 2 Key Shipping Segments OPEC again cuts global oil demand growth forecast J Mintzmyer's Note Of Caution On Shipping For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions