SeaIntel Sunday Spotlight Issue 100
SeaIntel Sunday Spotlight Issue 100
SeaIntel Sunday Spotlight Issue 100
www.seaintel.com
Weekly
Indicators
Lars.Jensen
Executive Summary
Asia-Europe capacity 2013
-
The delivery of new container vessels will result in 11% capacity growth in the main
Shanghai
USWC spot
rate
A closer look at the 5 main freight indices available reveal pros and cons of their
+179
USD/TEU
Consumer feedback gathered 13-17 February depicts a quite bleak outlook for
consumer spending in the next 3 months
461M USD
Bonus articles
-
Maersk
Line profit
2012
Content
Asia-Europe capacity rest of 2013
Page 1
Page 5
Page 9
Page 11
Page 16
Page 18
consultancy services
Performance report
available!
For tailor-made
1
www.portoverview.com
and solutions
contact l.jensen@seaintel.com
Asia-Med
SCFI spot
rate
-110
USD/TEU
India port
handling
-1.5%
Editorial
Welcome to issue number 100 of the SeaIntel Sunday Spotlight. From the start in early 2011, we have strived to
provide information and analysis with either a new analytical angle, or with new data compared to other
container shipping media. Based on a feedback, we find that quite a number of readers do find this newsletter to
be of relevance, and we thank you for this. Over the course of the past 99 issues, we have also regularly received
feedback from readers who disagreed with specific articles we welcome such input as this helps us improve and
sharpen the analysis we perform, and we do continue to encourage readers to provide their input and
comments. Performing analysis requires methodological choices, both in terms of the analysis itself, but also in
the retrieval of base data and at times multiple choices are indeed available. We always strive to make it clear
which choices we make, in order to allow readers to become enlightened, but at the same time provide a
framework for understanding how conclusions might differ, should they be in possession of other data, or see
the world through a different analytical prism.
With this being issue number 100, we have used the opportunity to redesign the newsletter, and as it is an
anniversary edition, we have included more content than usual. We hope you will find our new layout to be an
improvement, and please continue to provide your feedback positive or negative.
future.
remain
regular
levels.
2013.
at
profitable
levels.
However,
Asia-Europe services.
services.
Methodology
Asia-USEC trade.
follows.
are
the
already
announced
carriers
published
in 2012.
rest of 2013.
CGM Margrit.
for
developments in 2012.
2013,
as
well
as
the
weekly
capacity
does not fall the same time every year, which is the
cancelled
large
completely,
the
seasonally
blanked
demand
growth,
or
carriers
need
to
Weekly variability
pulled.
level
of
capacity
fluctuation
is
thus
indicate
more
stable
trade
mainly
fluctuations as well.
calculations.
operates
services
on
Asia-Europe
in
38.000TEU, respectively.
2013.
during 2013.
capacity
compared to 2012.
reductions,
offsetting
the
capacity
year.
market share.
Conclusion
are correlated.
a contract.
West Coast.
provision.
Methodology
developments.
data.
North Europe.
Asia-North Europe
100.
averaged
over
calendar
months.
Some of the correlations are higher in
table 2 than in table 1 such as the
WCI-SCFI correlation. This is due to
the reduction in the number of data
points going from weekly to monthly
data.
We
can
draw
number
of
rate
development
they
depict
is
Asia-USWC
10
CCFI
index
might
indicate
that
price
numbers
from
the
US
Commerce
11
developments.
www.consumerdemand.com.
Data
are
available
through
12
on
the
Transpacific
trade.
of months.
The
container
shipping
volumes,
these
recent
accordingly.
approximately
1,500
pieces
of
container
equipment.
regular schedule.
13
Fiji
French Polynesia
Guam
Hawaii
Marshall Islands,
Nauru
New Caledonia
Micronesia.
Samoa
Solomon Islands
Tonga
Vanuatu
14
485 TEU.
15
16
Pacific
Direct
Line
and
South
Pacific
Liner
Consortium.
and India.
TEU.
17
SCCT.
The
18
being
high
winds
which
have
caused
For
updates.
more
up-to-date
details
on
African
19
Bridge.
other.
21
MSC = MSC
Evergreen = Ever
names
APL = APL
Canada.
COSCO = COSCO
Hanjin = Hanjin
K Line = Bridge
MOL = MOL
NYK = NYK
Hamburg Sd = Cap
OOCL = OOCL
ZIM = ZIM
popular
Hyundai = Hyundai
container
vessel
Yang Ming = YM
Singapore,
with
PIL = Kota
bearing
the
UASC = UASC
followed
by
CSAV = CSAV
Germany,
Chile
and
cities
to
name
city
to
name
after
is
21
vessels
name,
sharply
Shanghai
and
beaten
path
container
vessels,
identifiers.
of
most
such
as
and Jakarta.
MSC,
accounting
for
6.3%
of
the
Worlds
containerized fleet.
mentioned
the
Worlds
Von
Humboldt,
Matisse,
APLs
CMA
CGM
President
22
information
this update.
pertaining
to
the
operational
additional
The
information
from
DP
World.
23
ports,
figures
in
brackets
are
the
ports.
new
Service Changes
Korean carriers launch new Intra-Asia service
roughly 9%.
24
Rate Changes
Future rate increases
25
26
27
Tradelane
Asia-West Africa (WB)
Europe-WCSA (SB)
Europe-ECSA (SB)
Europe-ECSA (SB)
Europe-East Africa (EB)
India-Asia (EB)
US-South America (SB)
ME-ECSA (WB)
Carrier
Rate increase
Maersk Line
Maersk Line
MSC
Hamburg Sd
HMM
Hapag Lloyd
Hapag Lloyd
Maersk Line
250
150 EUR/TEU
200 EUR/TEU
200 EUR/TEU
200
28
50
150
150
Effective date
March 15, 2013
March 1, 2013
April 15, 2013
April 1, 2013
March 1, 2013
March 1, 2013
April 1, 2013
March 1, 2013
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Analysts:
Vice President, Mrs. Vickie L. Perez v.perez@seaintel.com
Shipping Analyst, Mr. Morten Berg Thomsen m.thomsen@seaintel.com
Shipping Analyst, Mr. Kasper Hansen k.hansen@seaintel.com
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