President Trump warned of potential stronger bombing if the Strait of Hormuz is fully opened, signaling a potential escalation in tensions. This could lead to increased demand for energy transport ships like VLCCs and LNG carriers, benefiting shipbuilding companies such as Korea Shipbuilding & Heavy Industries. The global shipping market is sensitive to energy supply and geopolitical risks, and de-escalation of tensions in the Middle East could drive a recovery in the shipping industry.