A number of tanker stocks are well positioned to benefit from the fallout from the disruption to Red Sea shipping caused by the Houthi attacks on cargo ships, according to Evercore ISI. “It appears only a black swan event could overwhelm what is an incrementally strong supply/demand backdrop for the industry… and the current black swan in the form of Red Sea diversion is more likely to add upside,” wrote Evercore analyst Jonathan Chappell, in a note released Wednesday. “Capacity adds remain muted well into ...