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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 95 | Subscribers | Read | cavaliershipping.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Cabotage Arbitrage: Circumventing the Jones Act
Bloomberg’s February 15 article on the Jones Act immediately caught my eye with its title: “Gasoline Starved California is Turning to Fuel From the Bahamas”.
America’s Maritime Action Plan: Déjà Vu?
America’s Maritime Action Plan (the MAP)—the critical policy framework document of the April 2025 “Restoring America’s Maritime Dominance” executive order—finally came out on Friday, February 13, 2026 (three months after its November 2025 d...
[Media Feature: NYT] Trump Wants to Revive Shipping. Investors Are Slow to Back Him.
President Trump sounded pleased when the chief executive of a giant French logistics company [CMA CGM] came to the White House nearly a year ago to announce a large investment in American ports and shipping.
How Many Shipowners Does It Take to Buy a Ship?
On February 2, Germany-based MPC Capital and Norway-based Storm Capital Management launched a new investment platform called MPC Storm Maritime Opportunities (“MSO”). MSO raised an initial $35 million from recognized shipping industry playe...
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Authors
The writers behind this newsletter.
Shipping financier / founder of Cavalier Shipping / author of Freight + Fortune
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