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Freight + Fortune

James Lightbourn

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

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues69SubscribersRead cavaliershipping.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

VLCC: Very Large Cash Cow

#### Technically speaking, VLCC stands for Very Large Crude Carrier, but with these vessels’ earnings near $100,000/day, it could also stand for Very Large Cash Cow.

2 months ago
2
0

Is Shipping’s Decarbonization Coalition Cracking?

The looming Maritime Environment Protection Committee vote on the International Maritime Organization’s (IMO) draft Net-Zero Framework (NZF) in October is getting harder to ignore. Skeptics now include top classification societies, the U.S....

2 months ago
2
0

Newton's Third Law of Ship Finance

In ship finance, just like in physics, every action produces an equal and opposite reaction.

2 months ago
2
1

Today’s Container Shipping Paradox

Something strange is happening in today’s container shipping market. Charter rates, i.e. costs to use vessels, and freight rates, i.e. costs to transport the goods aboard these vessels, historically move in tandem. But over the past year, c...

3 months ago
6
0

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Authors

The writers behind this newsletter.

  • James Lightbourn

    Shipping financier / founder of Cavalier Shipping / author of Freight + Fortune

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