Given the current share price, this is an extreme positive for SFL
Asia cannot afford $200 oil. The demand won't be there, nor will it be anywhere else.
If you want to speculate on the oil price, be sensible and do so. Thinking that shipping costs will soar because the price of oil may is a bet disconnected from logic until you have a logical scenario.
$200 oil slams demand. $200 oil bankrupts national treasuries that subsidize the price to citizens (think on his one). And closing the Straits kills access to oil spiggots. None of this benefits shippers.