....It has yet to be seen how submarine tankers could disrupt the world of commodity trading and international trade. Especially if employed beyond the Arctic. They could be immune from piracy for example. Or they could complicate sanctions enforcement. However it plays out, if Pilgrim is ever built it will be a significant change in the tanker landscape.
they would also be immune from figuring out

happened?!?!?
without escorts they would just go to the bottom without anyone knowing why,...
or being able to afford the investigation to figure out why,...
that's a lot of investment lost to the deep blue,...