HeyJaredFreight + Fortune
Cavalier Shipping insights on the current shipping finance market and recent events in the shipping space.
- Indexed issues, last 90 days
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- Sep 15, 2026
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- Aug 10, 2026
Latest issues
Throwback Video: U.S. Investments in Shipping at HACC-NACC (opens the original)
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Earlier this year, I spoke on the U.S. Investments in Shipping panel at the Annual HACC-NACC Shipping Conference.Fellow panelists included Mickey Belgrod, First Citizens’ Maritime Finance; Jeremy Borkowski, Auxilior Capital Partners, Inc.; and Kevin O’Hara, Fearnley Securities, Inc.; with Brian P. Devine, <em
The Elephant in the Room (opens the original)
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Not long ago, the ongoing Jones Act waiver (effective March 17, 2026) would have impacted a handful of publicly-listed shipping companies rather than only one: Kirby Corporation (NYSE: KEX). Kirby released its 2026 Q2 earnings report in July, offering a rare glimpse into the dollars and cents impact of the Trump administration’s controversial waiver of the country’s controversial Jones Act cabotage law.Kirby, the largest owner and operator of tank barges in the U.S., has a fleet of 1,124 inland
[Media Feature: Riviera] Listed shipowners post record Q2 earnings as geopolitics fuel a prolonged bull market (opens the original)
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Asked whether the recent boom constitutes a supercycle for publicly listed owners, shipping financier James Lightbourn said that, while the term is loaded, there is no question that “we are witnessing a prolonged bull market in shipping which has translated into the performance of listed shipping companies.”Mr. Lightbourn, who serves as chief financial officer of Ocean Atomics and is also the author of the Freight + Fortune newsletter, emphasized that this is a geopolitics-driven boom rather tha
Shipowners vs. Shipping Execs (opens the original)
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Public shipping company CEOs tend to fit into one of two buckets.The “shipowners” who leveraged their family fleet (or fortune) to form (or inherit) their company.The “shipping execs” who climbed the ranks of management over the course of their careers and, perhaps with a lucky break or two along the way, were promoted to the top job.The distinction between these two archetypes has been on stark display during Diana Shipping’s attempted takeover of Genco S
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