Both those things are plausible.
Maybe it’s just recency bias but it seems like these VLCS have been going aground a lot more than the smaller ships lately. I’ve not seen any official reports but I’ve been assuming that the cause is simple pilot error. The Milano Bridge crane allision in New Port Busan for example.
There’s no reason to think that helmsman are making more errors than usual.
Another possibility is some combination of errors or events that would be impossible to guess.