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1XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Title
Unitized Traffic
Europe – North/South Routes
XVII International Conference of C.I.S.Co.
Catania, 26/27 April, 2013.
Giuseppe F. GODANO
2XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013. 2
Agenda
Container TransportMarket Environment
1
Europe -
North-South Trade
3
Hamburg Süd……At a glance…
2
3XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013. 3
Agenda
Container TransportMarket Environment
1
Europe -
North-South Trade
3
Hamburg Süd……At a glance…
2
11
4XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Growth in Container Transport / World Economic Growth 2003-2014F
4
Source: Clarkson Research January 2013, Int. Monetary Fund - WEO Database January 2013 [CON-C]
6,86,1
11,4
3,7
-10,0
4,3
11,210,6
11,6
13,4 12,8
7,2
4,13,5
5,2
3,23,8
5,1
-0,5
3,0
5,14,93,6
4,5
-12
-8
-4
0
4
8
12
16
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013F 2014F
in %
Growth Container Transport
World Economic Growth
1
5XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Global Cellular Fleet Growth 2004-2016F
5
Source: AXS Alphaliner, Cell Fleet Forecast January 2013 [CON-C]
-2
0
2
4
6
8
10
12
14
16
1820
18
16
14
12
10
8
6
4
2
02015F
1,8%
2014F
6,0%
2013F
9,0%
2012
6,0%
2011
8,0%
2010
9,2%
2009
5,5%
2008
13,2%
2007
13,9%
2006
16,0%
2005
12,8%
2004
9,7%
2016F
-0,7%
Fleet Capacity (Prediction)
Fleet Growth
Fleet Capacity (Final)
Fle
et C
apac
ity in
m T
EU
Fleet G
rowth in %
1
6XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013. 6
2010
Worldwide Carryings and Slot Capacity 2008-2014
Slot Capacity
Carryings
100 %
2008 2009 2011 2012 2013F 2014F
Capacity bottleneck
Over Capacity
Source: Own calculation [CON-C]
1
7XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Bunker Price Development 2004-2013 IFO 380 Rotterdam
165
728
1
Source: internal calculation AWM Mktg
8XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Hamburg Süd burns about 2 mil WT/year.
10 USD increase/reduction per WT (on annual basis) corresponds to 20 mil USD plus/minus (average)
Bunker Price Development 2004-2013 IFO 380 Rotterdam
1
9XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
2012 Shipping Key Figures
9
Source: AXS Alphaliner; Shanghai International Shipping Institute
615 millions TEU moved all over the world 4.961 ships active on liner trades, for 16,335 millions TEU 297 idle ships, for 0,809 millions TEU 3,430 millions TEU as global orderbook
1
10XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
2012 Shipping Key Figures
Source: AXS Alphaliner; Shanghai International Shipping Institute
MILL. TEUCAPACITY
% REGIONSYEAR 2012
1
11XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
International Maritime Terminals
1
12XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013. 12
Agenda
Container TransportMarket Environment
1
Europe -
North-South Trade
3
Hamburg Süd……At a glance…
2
2
13XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Hamburg Süd - Part of a major international group
Hamburg Süd is part of the family owned Oetker GroupOetker Group. The Dr. Oetker brand is famous worldwide for high quality food, especially baking ingredients, dessert products and deep frozen pizza. The family also owns the largest group of breweries in Germany and is very active in the sparkling wine and wine business. In addition, there are luxury hotels, a chemical company and financial interests.
Net sales: roughly EUR 10 billion (2012) Employees: over than 26.000 (average 2012)
Financial servicesSparkling wines, wines & spirits
Shipping
Foods Beers and beverages
Luxury hotels
2
14XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013. 14
Established in 1871 by a consortium of eleven Hamburg merchants running a monthly service connecting Brazil and La Plata, we have developed from a conventional shipping company into an internationally operating transport-logistics organisation.
Today, the Hamburg Süd Group ranks among the 15 major providers of worldwide ocean transportation and is well-known for individual, one-source logistics solutions tailored to customer needs. North-South connections are North-South connections are still our core businessstill our core business
Hamburg Süd
2
15XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Hamburg Süd - At a glance
1. At year’s end 31/12/122. Annual average3. Head count annual average4. Years 2010/2011/2012
1
Container ships
Tramp ships
Container Pool (Units)
Employees
Carryings (TEU)
Capital investment
Revenue
103
47
454.000
4.508
3.288.000
EUR 1,2 billion
EUR 5,5 billion
1.
1.
2.
3.
4.
1.
1.
2
16XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Hamburg
Morristown Hong Kong
Sao Paulo
Miami
Genoa
Hamburg Süd Offices
2
(Over 300, worldwide - around 100 owned)
17XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Hamburg Süd - Mainliner Services
Europe / Mediterranean – South America / Central America
Europe – Mediterranean / Inner Med / Pakistan / India
Mediterranean – Canada / Central America
Europe – North America / New Zealand / Australia
Europe – North America
North America / Central America / Caribbean – South America
Intra South America
North America – New Zealand / Australia / Pacific Islands
Asia – Central America / North America / South America
Asia – South Africa / South America
Asia – India / Pakistan
Asia – Australia / New Zealand
1 2
18XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
ENVIRONMENTAL PROTECTION
18
Source: AXS Alphaliner; Shanghai International Shipping Institute
1
‘Environmental protection at Hamburg Süd is a special quality feature. It shows that we regard our efforts for the benefit of the environment as acontinuous improvement process that we are happy to take on year after year.’
- Dr Ottmar Gast (Chairman of the Executive Board)
Mandated processes include:
Lower CO2e emissions (2020 target: 26% reduction) Stringent vessel propulsion & on-board energy management systems Eco-friendly reefer construction standards and operation procedures Prudent off-and on-shore waste management practices
19XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013. 19
Agenda
Container TransportMarket Environment
1
Europe -
North-South Trade
3
Hamburg Süd……At a glance…
2
3
20XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
The rise of Hub Ports concept
DAMIETTA
TARANTO
PIRAEUS
CAGLIARI
VALENCIA
TANGIER
ALGECIRAS
MALAGA
SINES
LAS PALMAS
MALTA
GIOIA TAURO
PORT SAID
TENERIFE
3
21XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Round Voyage: 35 days Frequency: fixed-day weekly Vessels: 5 vessels Capacity 4000 - 4400 TEU Reefer Plugs 360 - 700 per sailing
NETUNorth Europe - Turkey
Round Voyage: 35 daysFrequency: fixed-day weeklyVessels: 5 vesselsCapacity 4300 TEUReefer Plugs 300-700 per sailing
NEEMNorth Europe - Egypt/Israel
Round Voyage: 35 daysFrequency: fixed-day weeklyVessels: 5 vesselsCapacity 4300 TEUReefer Plugs 560 - 600 per sailing
NESMNorth Europe - East Med
Round Voyage: 35 daysFrequency: fixed-day weeklyVessels: 5 vesselsCapacity 4300 TEUReefer Plugs 300-700 per sailing
EPICNorth Europe - Middle East
Northic SeaPortugal & North Spain
Black Sea
FEEDER Algeria & Tunisia
Greece
Baltic Sea
A global service structure; Focus on the Mediterranean Services
3
22XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
A global service structure; Focus on the Mediterranean Services
3
Source: internal calculation AWM Mktg
MACHINERY/MECHANICAL APPLIANCESMANUFACTURED ARTICLESBEVERAGES, SPIRITS AND VINEGARVEHICLESPULP OF WOOD, WASTE AND SCRAP OF PAPERIRON AND STEELELECT. MACHINERY AND EQUIPMENTFERTILIZERSFURNITURE, LIGHTING FITTINGSOPTICAL, PHOTOGRAPHIC, MEDICAL INSTRUM.
MAIN MOVING COMMODITIES - SOUTHBOUND
PLASTIC AND PLASTIC ARTICLESFRUITS AND NUTSVEGETABLESSALT, SULPHUR, EARTH AND STONESMADE UP TEXTILES ARTICLES, CLOTHING, RAGSPAPER AND PAPERBOARDGLASS AND GLASSWARECOTTONCARPETS AND OTHER TEXTILE FLOOR COVERINGTOBACCO AND MANUFACTURED TOBACCO ITEMS
MAIN MOVING COMMODITIES - NORTHBOUND
23XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013. 23
NB + SB Trade – North Europe/South Med (Morocco-Turkey Range)Market Capacity vs Market Volume
1
Source: internal calculation AWM Mktg
Market Capacity : about 1.650.000 teu per Leg
Market Volume North-South : about 1.200.000 teu
Market Volume South-North : about 900.000 teu
3
24XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Vessel’s occupancy: 73% South Bound 55% North Bound 64% SB + NB
OVERCAPACITY!!!
NB + SB Trade – North Europe/Morocco-Turkey RangeMarket Capacity vs Market Volume
3
Source: internal calculation AWM Mktg
25XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
Sicily is located in the middle of the Mediterranean Sea,
being - therefore - in a very advantageous position in terms
of shipping connections with North European and Med ports,
including Transshipment's Hubs for overseas origins and
destinations.
NB + SB Trade – North Europe/Morocco-Turkey RangeMarket Capacity vs Market Volume
3
26XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
NB + SB Trade – North Europe/Morocco-Turkey Range Market Capacity vs Market Volume
Suitable infrastructures exist; Important volumes of import/export cargo are available; Applicable freight rates are remunerative; Operations (marine/logistics/intermodal/etc.) are possibly
performed at high quality level/proper cost; Serious development’s plans are envisaged and implemented; Bureaucracy does not represent a stumbling block factor.
“Geographical location” is important; anyway, shipping lines tend to operate in areas/ports where:
3
27XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.
...Grazie per la Vostra cortese attenzione...
...Thank you for your kind attention...