Posts

Cavalier Shipping insights on the current shipping finance market and recent events in the shipping space.

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James Lightbourn 4/30/25 James Lightbourn 4/30/25

The 2025 Shipping IPO You Didn’t Hear About

With current uncertainty around global trade given the U.S. administration’s policy disruptions, now seems like an odd time for a shipping company to pursue a public listing in New York.

James Lightbourn 4/28/25 James Lightbourn 4/28/25

America’s Last Competitive Advantage in Global Shipping

There’s growing concern over America’s shrinking footprint in global shipping—but one strategic edge remains: Wall Street.

James Lightbourn 4/23/25 James Lightbourn 4/23/25

Barbarians at the Gate?

Activist investors largely overlook the shipping industry, but that could begin to change as companies aggressively repay their loans while trading at steep discounts to their net asset value (NAV).