Posts

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

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James Lightbourn 2/20/25 James Lightbourn 2/20/25

US Offshore Wind Casualties

Polarizing legislation like the Jones Act can make for unlikely allies.

James Lightbourn 11/14/24 James Lightbourn 11/14/24

Valuing AMSC ASA

The maritime sector’s recent mergers and acquisitions wave creates intriguing valuation gaps among companies with cross-shareholdings–for example: AMSC ASA (“AMSC”) and Solstad Maritime Holding AS (“Solstad Maritime”).

James Lightbourn 8/1/24 James Lightbourn 8/1/24

Shipping’s Quintessential Investing Strategy

Shipping’s quintessential investing strategy: buy at the trough and sell at the peak of a cycle. But what do you do if nothing is trading at or near a trough? This question vexes shipping-focused investors today.

James Lightbourn 7/1/24 James Lightbourn 7/1/24

Marine Money 2024 Highlight

Marine Money hosts an incredible three-day event in NYC every summer. A highlight for me was seeing how sophisticated market participants can view the same landscape and arrive at completely different outlooks and corresponding capital allocation decisions.