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

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James Lightbourn 3/31/25 James Lightbourn 3/31/25

American Political Optics vs. Shipping Logic

Leaked messages from the recent “Signalgate” controversy underscore an uncomfortable truth: senior US policymakers continue to misunderstand—or disregard—the structural realities of global shipping.

James Lightbourn 3/10/25 James Lightbourn 3/10/25

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.

James Lightbourn 2/24/25 James Lightbourn 2/24/25

US Navy Shipbuilding - Up Next for Department of Governmental Efficiency?

As U.S. government spending scrutiny intensifies under the Trump Administration, the Navy’s shipbuilding budget may be up next for examination at Elon Musk’s Department of Governmental Efficiency.