Freight + Fortune
James LightbournCavalier Shipping insights on the current shipping finance market and recent events in the shipping space.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 115 | Founded | 2 years ago | Last Issue | 12 days ago |
| Active | |||||
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cavaliershipping.substack.comLatest Issues
Throwback Video: U.S. Investments in Shipping at HACC-NACC
Earlier this year, I spoke on the U.S. Investments in Shipping panel at the Annual HACC-NACC Shipping Conference.
Fellow panelists included Mickey Belgrod, First Citizens’ Maritime Finance; Jeremy Borkowski, Auxilior Capital Partners, Inc....
The Elephant in the Room
Not long ago, the ongoing Jones Act waiver (effective March 17, 2026) would have impacted a handful of publicly-listed shipping companies rather than only one: Kirby Corporation (NYSE: KEX).
Kirby released its 2026 Q2 earnings report in J...
[Media Feature: Riviera] Listed shipowners post record Q2 earnings as geopolitics fuel a prolonged bull market
Asked whether the recent boom constitutes a supercycle for publicly listed owners, shipping financier James Lightbourn said that, while the term is loaded, there is no question that “we are witnessing a prolonged bull market in shipping whi...
Shipowners vs. Shipping Execs
Public shipping company CEOs tend to fit into one of two buckets.
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The “shipowners” who leveraged their family fleet (or fortune) to form (or inherit) their company.
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The “shipping execs” who climbed the ranks of management over t...
Investing in Bits Over Ships
The shipping market is a world in itself, and earlier this month, that world descended on Athens for the biennial Posidonia industry gathering. Posidonia is the ultimate celebration of Greek shipowners, with their larger-than-life personali...
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Authors
The writers behind this newsletter.
Shipping financier / founder of Cavalier Shipping / author of Freight + Fortune
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