Update on the Container Shipping Sector - IMSF
Update on the Container Shipping Sector - IMSF
Update on the Container Shipping Sector - IMSF
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<str<strong>on</strong>g>Update</str<strong>on</strong>g> <strong>on</strong> C<strong>on</strong>tainerLiner <strong>Shipping</strong>Frans WaalsDYNAMAR B.V.Ne<strong>the</strong>rlands
Overview• Freight volumes• Fleet developments• Financial resultswww.Dynamar.com <strong>IMSF</strong> 2013
FREIGHT VOLUMES
Carryings (milli<strong>on</strong> TEU)Worldwide C<strong>on</strong>tainer Trade Volumes2001752012 volume141 milli<strong>on</strong> TEU2012 decline-0.5%20%15%15010%12510075502505%0%-5%-10%-15%-20%www.Dynamar.com <strong>IMSF</strong> 2013
Carryings (milli<strong>on</strong> TEU)Europe-Far East3025-4.4% > 13.6 mln TEU +3.7% > 6.5 mln TEU -1.9% > 20.1 mln TEU30%20%2015105010%0%-10%-20%-30%Far East - Europe Europe-Far East Growthwww.Dynamar.com <strong>IMSF</strong> 2013
Carryings (milli<strong>on</strong> TEU)Transpacific3025+1.6% > 12.1 mln TEU +1.4% > 6.3 mln TEU +1.5% > 18.4 mln TEU30%20%2015105010%0%-10%-20%-30%Far East-US US-Far East Growthwww.Dynamar.com <strong>IMSF</strong> 2013
Carryings (milli<strong>on</strong> TEU)Transatlantic65-4.2% > 1.8 mln TEU +9.2% > 2.4 mln TEU +3.2% > 4.3 mln TEU30%20%4321010%0%-10%-20%-30%US-Europe Europe-US Growthwww.Dynamar.com <strong>IMSF</strong> 2013
FLEET DEVELOPMENTS
Fleet size (milli<strong>on</strong>TEU)Fleet size (# ships)Operated c<strong>on</strong>tainer ship fleet17.06,00016.015.0Growth Rate:2010: 9.3%2011: 7.9%2012: 6.0%16.33 milli<strong>on</strong> TEU5,8005,6005,40014.013.012.011.013.06 milli<strong>on</strong> TEU4,719 shipsGrowth Rate:2010: 2.8%2011: 1.8%2012: 0.4%4,961 ships5,2005,0004,8004,6004,4004,20010.04,000Total TEU CapacityNumber of shipswww.Dynamar.com <strong>IMSF</strong> 2013
Capacity (1,000 TEU)Number of shipsM<strong>on</strong>thly ship deliveries250200150Delayed until startpeak seas<strong>on</strong>Leveling out at alower volume8070605040100500Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13Number of ships Total TEU Capacity3020100www.Dynamar.com <strong>IMSF</strong> 2013
Capacity delivered (# ships)Number of ships delivered, by size category4035Number of 10,000+ ships reducing fast302520151050Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-1310,000 TEU Totalwww.Dynamar.com <strong>IMSF</strong> 2013
Capacity Delivered (1,000 TEU)Number of TEU delivered, by size category250Most capacity enters in <strong>the</strong>4,000-10,000 TEU segment200150100500Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-1310,000 TEU Totalwww.Dynamar.com <strong>IMSF</strong> 2013
Ship capacity (1,000 TEU)Number of ships600500Ordering peakM<strong>on</strong>thly ship orders12010040080300200No substantialordering untilmid-2010Occasi<strong>on</strong>al bigorders, substantialnumber of small<strong>on</strong>es6040100200Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13Number of ships TEU Capacity0www.Dynamar.com <strong>IMSF</strong> 2013
Average ship size (TEU)Average ship size12,00011,00010,0009,0008,0007,0006,0005,0004,0003,0002,0001,0002011: > 6,000 TEU2012: +/-5,000 TEUJan 2010: 2,700 TEUFeb 2013: 3,300 TEUJan 2010: 6,100 TEUFeb 2013: 7,100 TEU0Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13Average delivered Average current fleet Average order bookwww.Dynamar.com <strong>IMSF</strong> 2013
Order book/Fleet size (TEU)Order book / fleet size ratio40%35%Jan 2010: 36%30%25%20%15%Feb 2013: 21%10%5%0%Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13www.Dynamar.com <strong>IMSF</strong> 2013
Ship capacity (1,000 TEU)Cellular capacity scrapped4003502012: 355,000 TEU3002009: 270,000 TEU2502002013: 138,000 TEU150100500www.Dynamar.com <strong>IMSF</strong> 2013
FINANCIAL RESULTS
IndexChina Trades (CCFI/SCFI)1,8001,600Short term rates1,4001,2001,000800600L<strong>on</strong>g/medium term rates4002000Jan-10 Jun-10 Dec-10 Jun-11 Dec-11 Jun-12 Dec-12 Jun-13CCFI SCFIwww.Dynamar.com <strong>IMSF</strong> 2013
IndexWorld C<strong>on</strong>tainer Index (WCI)3,0002,5002,0001,500East-West Trades1,0005000Sep-11 Mar-12 Sep-12 Mar-13www.Dynamar.com <strong>IMSF</strong> 2013
IndexMain trades (CCFI)2,5002,000Up and down1,5001,000Slowly up5000Jan-2010 Jul-2010 Jan-2011 Jul-2011 Jan-2012 Jul-2012 Jan-2013 Jul-2013FE-USWC FE-Europewww.Dynamar.com <strong>IMSF</strong> 2013
Charter Rate (USD/day)Charter rates25,00020,00015,00010,000Rates remain atrockbottom level5,0000Jan-10 Jul-10 Jan-11 Jul-11 Jan-12 Jul-12 Jan-13 Jul-13725 TEU 1,000 TEU 1,700 TEU 2000 TEU 2750 TEU 3,500 TEUwww.Dynamar.com <strong>IMSF</strong> 2013
USD/T<strong>on</strong>Price of heavy fuel oil800700600500Remains high4003002001000Jan-2010 Jun-2010 Dec-2010 Jun-2011 Dec-2011 Jun-2012 Dec-2012www.Dynamar.com <strong>IMSF</strong> 2013
Net/operating profit (milli<strong>on</strong> USD)Profit/loss 2012600400Those making profit2000-200-400-600Those making losses-800-1,000-1,200-1,400www.Dynamar.com <strong>IMSF</strong> 2013
Operating profit /teu (USD)Operating profit/TEU 201210080Some win6040200-20-40-60-80Some lose-100-120www.Dynamar.com <strong>IMSF</strong> 2013
www.Dynamar.com <strong>IMSF</strong> 2013Thank you for your attenti<strong>on</strong>
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