Shipping broker Gibson has analysis related to impact to tankers if Yanbu loading cannot sail Southwest and have to resort to using the Suez, and sail around Africa to deliver to Asian customers
Seems like there would be a ripple effect across all dirty tanker sizes if ton-miles increase. The smaller vessels would also likely have refueling challenges. Then again, a workaround could be a commodity player creating a trans-shipment location e.g. Canary islands with a few VLCCs available for long haul trips.