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Cavalier Shipping insights on the current shipping finance market and recent events in the shipping space.
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New U.S. Trade Representative Fines | Consequences in the Caribbean
These USTR fines, designed to target China’s shipbuilding dominance, inadvertently places Caribbean economies and smaller carriers at significant economic risk. The Bahamas and neighboring island nations, having minimal influence over vessel sourcing, face unintended but severe economic consequences.
Quid Pro Quo? CMA CGM’s $20 Billion Investment in US Shipping
CMA CGM's $20 billion pledge may be strategically timed to mitigate potential financial damage from a proposed policy targeting shipping operators with significant numbers of Chinese-built vessels, or who have ordered vessels from Chinese shipyards.
China’s VLCC Market Insight
For those looking to bet on the tanker market, going long the TD3C FFAs presents an interesting opportunity to take the same stance as an informed market player like PetroChina–but at a discounted entry price.