container market forecast 2017

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LOOKING AHEAD: CONTAINER MARKET FORECAST 2017

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Page 1: Container Market Forecast 2017

LOOKING AHEAD: CONTAINER MARKET FORECAST 2017

Page 2: Container Market Forecast 2017

JOIN THE CONVERSATION ON TWITTER

@XENETA_AS

Page 3: Container Market Forecast 2017

ABOUTXENETA

At Xeneta we believe there is an untapped potential for everyone in the industry, to systematically learn from our individual and collective efforts. We hold true that "if you cannot measure it, you cannot improve it". That’s why we think actionable metrics is the key to continuously evolve for every business, and ultimately the entire industry. Rethinking global logistics is the vision of Xeneta.

With international experience from the logistics industry, we have first-hand knowledge of the challenges related to high volatility and lack of transparency in the ocean freight market. By combining logistics background and information technology expertise, we found the solution

WE ARE TRANSFORMING GLOBAL LOGISTICS

Page 4: Container Market Forecast 2017

ARE YOU PAYING THE RIGHT CONTAINER

FREIGHT RATES?

DISCOVER SAVINGS POTENTIAL IN REAL

TIME.

CONTACT US.

Page 5: Container Market Forecast 2017
Page 6: Container Market Forecast 2017

HERE IS OUR FORECAST.

Page 7: Container Market Forecast 2017

THERE ARE NOW THREE MAJOR SHIPPING ALLIANCES.

Page 8: Container Market Forecast 2017

THE 2M PLUS H

Page 9: Container Market Forecast 2017

MAERSK AND MSC CONTINUE TO DOMINATE, AND NOW THEY'VE GOT HYUNDAI MERCHANT MARINE'S STRONG ASIAN CONNECTION FEEDING THEIR MEGAS.

ON SUNDAY 11 DEC MAERSK AND HYUNDAI ANNOUNCED HYUNDAI WOULD BE ENTERING INTO AN EXCLUSIVE CARGO-SHARING AGREEMENT WITH THE 2M THAT INVOLVES SLOT PURCHASING.

ADDITIONALLY, MAERSK WILL ASSUME THE CHARTERS FOR FIVE HMM VESSELS, WHICH WILL BE A FINANCIAL RELIEF FOR HMM'S CREDITORS AND SHAREHOLDERS, WHILE MAERSK'S COO SOREN TOFT MENTIONED HOW SUNDAY'S AGREEMENT WILL ENHANCE THE 2M'S PRESENCE IN THE TRANS-PACIFIC TRADE.

Page 10: Container Market Forecast 2017

FORECAST:

Page 11: Container Market Forecast 2017

THE OCEAN ALLIANCE

Page 12: Container Market Forecast 2017

CONSISTS OF CMA CGM – OOCL – CHINA COSCO – EVERGREEN. BOTH CHINA COSCO AND OOCL WILL BE RECEIVING 20,000+ TEU MEGA'S BEGINNING 2017, INCREASING THEIR MEGA FLEET.

HOWEVER WITH MR TRUMP THREATENING A TRADE WAR WITH CHINA, FILLING THOSE MEGAS MIGHT PROVE PROBLEMATIC AS THE EU'S CONTINUED ECONOMIC WEAKNESS PRECLUDE THEIR PICKING UP ADDITIONAL CHINESE EXPORTS.

Page 13: Container Market Forecast 2017

WITH A CHANCE OF POLITICAL STORMS.

FORECAST:

Page 14: Container Market Forecast 2017

THE ALLIANCEHapag-Lloyd

MOL K Line NYK

Yang Ming

Page 15: Container Market Forecast 2017

MOL – K LINE – NYK AGREED TO MERGE; WHICH FORMED THE WORLD 6TH LARGEST SHIPPING COMPANY, WHILE BOTH HAPAG-LLOYD (DUE THEIR ACQUISITION OF UASC) AND MOL WILL RECEIVING ADDITIONAL 20,000+ TEU MEGA'S BEGINNING 2017, ADDING TO THEIR EXISTING MEGA-HEAVY FLEET.

IN A SIGN OF THE TIMES, THE ALLIANCE MEMBERS HAVE SET UP A 'CATASTROPHIC INSTRUMENT' BETWEEN THEMSELVES THAT WILL ALLOW THE MEMBERS TO SUCCESSFULLY DELIVER THE CARGO-CONTAINERS OF ANY ALLIANCE MEMBER THAT GOES BANKRUPT

BOTH YANG MING AND K LINE WERE MEMBERS OF THE CKHYE ALLIANCE WITH HANJIN, AND BOTH SUFFERED HUGE LOSS OF REPUTATION AS THEIR IRATE CLIENTS FOUND BOXES THEY'D BOOKED WITH K LINE AND YANG MING HAD BEEN PLACED ON HANJIN VESSELS AND WERE SEIZED, ARRESTED, OR OTHERWISE DELAYED

Page 16: Container Market Forecast 2017

AS THEY COMPETE AGAINST THE OCEAN ALLIANCE FOR CARGO OUT OF ASIA.

FORECAST:

Page 17: Container Market Forecast 2017

WITH A CHANCE OF POLITICAL STORMS.

2017 PROMISES TO BE AN INTERESTING YEAR. FROM BREXIT TO

THE INCOMING AMERICAN ADMINISTRATION, IT SEEMS THE

PREVAILING SENTIMENTS ARE NOT TOO PRO-TRADE. SHOULD THE

NATIVIST TREND CONTINUE, THE CURRENT PROBLEM OF TOO MANY

CONTAINERS VERSUS TOO- FEW CARGO WILL CONTINUE, AND THE

ALLIANCES 'CATASTROPHIC

Page 18: Container Market Forecast 2017

CONTAINER SHIPPING: 2016 A YEAR-IN-REVIEW

WATCHVIDEO

Page 19: Container Market Forecast 2017

LEARN HOW XENETA CAN HELPYOU GET INSIGHT AND

INTELLIGENCE INTO YOUR GLOBAL OCEAN FREIGHT PRICES AND

CHANGE YOUR LOGISTICS BUSINESS:

REQUEST DEMO NOW