Posts
Cavalier Shipping insights on the current shipping finance market and recent events in the shipping space.
Join us on Substack to get posts delivered directly to your inbox.
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.

Seasonality and Very Large Crude Carriers (Q2 2024)
While AI dominates many companies’ earnings report discussions, seasonality is the leading profit-driving topic for publicly listed VLCC players.
The Most Volatile Commodity
Mirror, mirror on the wall, who's the most volatile commodity of them all?
Building vs. Purchasing Jones Act Suezmax Tanker
Jones Act tanker vessels aren’t sold often—especially on a charter-free basis—so it’s worth looking at the numbers behind Overseas Shipholding Group's recent purchase and planned reactivation of the 2004-built + Jones Act qualified Suezmax tanker called the Alaskan Frontier.