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Cavalier Shipping insights on the current shipping finance market and recent events in the shipping space.
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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.
Port Operations + Automation
Port operations rarely make national headlines, but they do when president-elect Donald Trump (pro-union) and the world’s richest man Elon Musk (pro-automation) tweet about them, with opposing viewpoints on automation for shipping container loading/unloading.
Ship-Operating Business Model: Simple Yet Complex
The ship-operating business model is conceptually simple yet realistically hard to master, given the shipping industry’s volatile market. Some ship-operating companies have been in the business for quite some time—like DS NORDEN (est. 1871) and Western Bulk (est. 1982)—and then there are newcomers, like Costamare Bulkers Inc. “CBI” (est. 2022).
Ship-operating vs. Ship-owning
Ship-operating and ship-owning offer distinct pathways for investors to gain exposure to the shipping sector.