global novel coronavirus update january 14, 2021 · 2021. 1. 14. · global novel coronavirus...
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Global Novel Coronavirus Update
"This update contains information we have gathered from various public sources and share with you to the best of our knowledge, but we cannot guarantee it is complete or in all cases accurate. Moreover, the market is changing rapidly currently; statements in this document may quickly be superseded, despite our best efforts. Nothing in this document can be taken as a contractual undertaking.”
January 14, 2021
1/13/2021
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2018 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Number of confirmed COVID-19 cases reported as of January, 13th
The virus continues to affect every region of the world, but some countries are experiencing high rates of infection.
1/13/2021
"This presentation contains information we have gathered from various public sources including reference materials, webinars and share with you to the best of our knowledge, but we cannot guarantee it is complete or in all cases accurate. Moreover, the market is changing rapidly currently; statements in this document may quickly be superseded, despite our best efforts. Nothing in this document can be taken as a contractual undertaking.”
*The New York Times
1/13/2021
https://www.nytimes.com/interactive/2020/world/coronavirus-maps.html
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color dark brown tone are trademarks of United Parcel Service of America, Inc. All rights reserved.
Year-to-date international air cargo capacity declined -20%After international capacity remained stable in Q1, Q2-Q4 capacity fell 26% YoY;
1/13/2021
The Transpacific trade lane shows strong air cargo capacity increases in the last two weeks and is now 1-4% higher compared
to last year
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2020 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color dark brown tone are trademarks of United Parcel Service of America, Inc. All rights reserved.
UPS Global Freight Forwarding
Stay Informed
• Register to receive important communications from UPS
• Find the latest information on Air Freight Capacity Surcharges
• Track shipment status through UPS Flex Global View®
• International Air Transport Association (IATA) – iata.org
• World Health Organization (WHO) – who.int
1/13/2021
Our highest priority is to protect the health and safety of our employees, customers, and suppliers. UPS® is confident it can do so while maintaining
global operations, except where constrained by government restrictions or other circumstances beyond its control. The Novel Coronavirus
pandemic has created unprecedented complexities, which have required us to constantly reassess our operations and take mitigating actions to
minimize disruption to our customers.
Consider cost-effective multi-modal alternatives to traditional air freight
Asia to North America
Asia to Mexico
Europe to North America
North America to Europe
ISMEA to North America
Book a Shipment Online
Book now at ups.com/supplychain
https://gffsolutions.ups.com/Subscription-Management.htmlhttps://www.ups.com/us/en/supplychain/other/surcharges.page?https://fgv.ups-scs.com/loginservices/logOn.nfdo?mkt_tok=eyJpIjoiTURKa05UVmlNVEkyTldNeiIsInQiOiJLTEpKU1FKMlwvTVZnRmJpNWs1d1wvT1RZUVN0Z2FVb2I2YlM4YlRvV3kwcVhsbzc1Uk9PdGtpRTRVZTB3b25LRiticDBtRmw4ejM1VENTanRUZjZnNnpnPT0ifQ%3D%3Dhttp://www.iata.org/http://www.who.int/https://gffsolutions.ups.com/rs/646-DDV-705/images/PLCL Card Asia to NA - Oct 20.pdfhttps://gffsolutions.ups.com/rs/646-DDV-705/images/PLCL Card Asia to Mexico - Oct 20.pdfhttps://gffsolutions.ups.com/rs/646-DDV-705/images/PLCL Card Europe to NA - Oct 20.pdfhttps://gffsolutions.ups.com/rs/646-DDV-705/images/PLCL Card NA to Europe_ISMEA - Oct 20.pdfhttps://gffsolutions.ups.com/rs/646-DDV-705/images/PLCL Card ISMEA to NA - Oct 20.pdfhttps://scsapps.ups.com/gff/indexhttps://scsapps.ups.com/gff/indexhttps://scsapps.ups.com/gff/index
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2018 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved. 1/13/2021
COVID-19 Vaccine Distribution
Source: *Seabury ; CNBC; today.com
Market Updates* • China's Covid-19 vaccine was just 50.38% effective in late-stage trials in Brazil
• Turkey approves China-based Sinovac vaccine's emergency use
• SpiceJet has signed a Memorandum of Understanding (MoU) with Belgium’s Brussels
Airport for the transportation of Covid-19 vaccines, while it has also carried India’s first
shipments.
• The European Commission concluded exploratory talks with the pharmaceutical
company Valneva with a view to purchasing its potential vaccine against COVID-19.
• AstraZeneca applies for EU approval of its vaccine
• Covid-19 vaccination programmes around the world is expected to put extra pressure on
an already tight market due to the loss of much of the world’s bellyhold capacity.
UPS Updates
• UPS Making First Deliveries of the Vaccine to the European Union.
• UPS Driver Delivers Hope to Canadians
• How UPS is shipping the Pfizer Covid-19 vaccine around the U.S.
https://pressroom.ups.com/pressroom/ContentDetailsViewer.page?ConceptType=PressReleases&id=1609010163236-458&WT.mc_id=FBK_ORG_PRESSRELEASE_EU_122620:~:text=UPS%20(NYSE%3A%20UPS)%20is,against%20the%20COVID%2D19%20pandemichttps://montrealgazette.com/news/local-news/i-was-delivering-hope-to-a-lot-of-canadians-montreal-driver-says?linkId=108129970https://www.youtube.com/watch?v=VzK3ZDUWLRA
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2018 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly by UPS. © 2020 United Parcel service of America, Inc. UPS, the UPS brandmark, the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Socioeconomic Updates• Portugal marks record Covid-19 related deaths and new cases
• England is considering putting Covid patients in hotels, as a study
reveals deep trauma among ICU workers.
• Switzerland tightens restrictions in response to new variant
• Vatican begins Covid-19 vaccinations
• EasyJet cabin crew to become Covid-19 vaccinators as UK rollout is
fast tracked
• Germany to tighten restrictions on incoming travellers
Ocean Freight Updates
• TATL WB: Vessels still sailing at capacity and equipment
issues remain.
• MSC and Søren Toft join association working to develop hydrogen
as future fuel
• Adverse weather conditions is causing delay in shipping on the EU –
Transatlantic lane
Inland Transportation• BREXIT Impact:
• Traffic situation still normal at borders
• Ferry and channel working well
• No impact reported so far for UPS Europe FF
• Smaller trucking companies not well prepared for border crossing
• UK Cabinet Minister Gove expecting “significant additional disruption” at UK
borders in the coming weeks, particular on the Dover-Calais route
• Brexit disrupting cross border e-commerce.
Air Freight Updates • Cathay Pacific to launch Covid-19 vaccine transport solution
• Boeing 777 freighters bringing capacity to tight air cargo market: AirBridgeCargo;
Qatar Airways & China Airlines adding new-builds to their fleets
• Air France Cargo: Offering adjusted capacity via scheduled wide-body belly
services; Scheduled full freighter services & European narrow-body belly services
• All Nippon Airways: Scheduled freighters from FRA to NRT
• Due to disruption at container ports, increase in the number of charters
between the Asia & Europe and the transpacific has been observed
Europe Update for January 14th
This update contains information we have gathered from various public sources and share with you to the best of our knowledge, but we cannot guarantee it is complete or in all cases accurate. Moreover, the market is changing rapidly currently; statements in this document may quickly be superseded, despite our best efforts. Nothing in this document can be taken as a contractual undertaking.”
1/13/2021
https://www.aircargonews.net/sectors/pharma-logistics/cathay-pacific-to-launch-covid-19-vaccine-transport-solution/
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2018 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly by UPS. © 2020 United Parcel service of America, Inc. UPS, the UPS brandmark, the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Socioeconomic Updates• Vaccine drive accelerates across India
• Covaxin shipped to 11 cities in India
• Africa secures close to 300 million vaccine doses
• Pakistan opens coronavirus vaccine registrations for frontline
workers
• The United Arab Emirates has been removed from the UK
government's travel corridor list,
Ocean Freight Updates • Space Situation from APAC to ME / ISC remains very
tight with Carriers Reporting over booked situation
• Equipment shortage continues to restrict export bookings
in all major exports markets in ISMEA (especially in ISC)
• Tight Space situation on Feeder vessels for Kolkata inbound cargo via
SGP/CMB/KRI(MAA).
• Few carrier are restricting or have stopped accepting bookings
Inland Transportation
• Saudi Arabia opened the land borders with Qatar in light of
this Agreement.
• UAE has been one of the biggest trade partner of Qatar with
majority of the trade moving in Road Transport
Air Freight Updates • Air India carries first consignment of Bharat Biotech Covid vaccine
from Hyderabad to Delhi
• Emirates update
• New destination – SEA, 4 flights per week, effective 03 Feb
• Additional Frequencies – AU, IN, ZA MA, BR, US
• EK suspends PAX into HKG for next 2 weeks;
• Aero Sail will start accepting shipments EX BOM to BKK,
DAC, SIN, KUL, HKG, CGK, RGN destinations
ISMEA Update for January 14th
This update contains information we have gathered from various public sources and share with you to the best of our knowledge, but we cannot guarantee it is complete or in all cases accurate. Moreover, the market is changing rapidly currently; statements in this document may quickly be superseded, despite our best efforts. Nothing in this document can be taken as a contractual undertaking.”
1/13/2021
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2018 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly by UPS. © 2020 United Parcel service of America, Inc. UPS, the UPS brandmark, the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Socioeconomic Updates
• China: Shijiazhuang and Xingtai in Hebei province
are under lockdown.
• Australia: Brisbane announced a 3-day lockdown
on Friday (Jan 8). Sydney’s northern beaches
exited their lockdown on Sunday (Jan 10), joining
restriction in place across the rest of the city
• Japan: on Jan 7, Japan declared a state of
emergency over Tokyo and its three neighboring
prefectures (Kanagawa, China and Saitama)
• Korea: third wave of the COVID-19 appears to be
slowly declining after a peak
• Malaysia: RMCO (Recovery Movement Control
Order) has been extended until Mar 31
Ocean Freight Updates
• Port congestion in all the region
• Korea: will require passengers to test negative before
arrival at ports starting on Jan 15
• Singapore: COVID-19 routine swab test for the marine
sector workers will be done every 7 days instead of 14
days
Air Freight Updates
• Philippines: the travel ban on flights from UK has been
extended to mid-January 2021. Effective Jan 3, the entry
of foreign travelers from the US will be prohibited
APAC Update for January 14th
This update contains information we have gathered from various public sources and share with you to the best of our knowledge, but we cannot guarantee it is complete or in all cases accurate. Moreover, the market is changing rapidly currently; statements in this document may quickly be superseded, despite our best efforts. Nothing in this document can be taken as a contractual undertaking.”
1/13/2021
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2018 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly by UPS. © 2020 United Parcel service of America, Inc. UPS, the UPS brandmark, the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Socioeconomic Updates• New world record set for shipping rates: $350,000 per day
• As the lagging U.S. vaccine rollout accelerates, more
pharmacies will begin distributing doses to high-risk groups.
• Pandemic continues to fuel freighter demand
• Transportation capacity near 2-year low; pricing
surges
• Container rate records are shattered as US imports
surge
Ocean Freight Updates • South Carolina Ports continues riding volume wave
• Port of NY/NJ strives to keep cargo flowing
• New ship orders sink as fear of future economic
crisis grows
• Port of Savannah holds strong amid massive
market fluctuations
• Port of LA gives The Signal to cargo stakeholders
• Ship-to-shore operations suspended at Louisiana
ports and Port of Key West
Inland Transportation
• Trucking markets: Strong trucking backdrop should resume
after slow holiday week
• Trucking industry lender's quarterly data shows significant
market improvement.
• Class I railroads grapple with COVID-19 as unions seek
safety assurances.
• Trucking industry expected to remain on upswing through
2021
Air Freight Updates • Big 3 US airlines gear up to transport COVID-19 vaccines
• FMCSA expands HOS waiver to include COVID-19 vaccine
transport
• Lack of passenger flights holds down airfreight
• United Airlines cargo planes to share space again with
passengers
• UPS expanding at Kansas City airport as e-
commerce surges
• New air cargo security standards could gum up e-
commerce exports
United States Update for January 14th
This update contains information we have gathered from various public sources and share with you to the best of our knowledge, but we cannot guarantee it is complete or in all cases accurate. Moreover, the market is changing rapidly currently; statements in this document may quickly be superseded, despite our best efforts. Nothing in this document can be taken as a contractual undertaking.”
1/13/2021
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2018 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly by UPS. © 2020 United Parcel service of America, Inc. UPS, the UPS brandmark, the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Socioeconomic Updates• Canada's vaccine rollout is slower than other countries
• Quebec imposes curfew as part of 4-week lockdown
• Canada clears 4 firms to bid on COVID-19 vaccine
distribution contract
• Transport Canada revises rules on worker fatigue in the rail
industry
• Canada COVID-19 vaccine distribution plans attract big firms
• Pfizer plans ‘just-in-time’ COVID-19 vaccine distribution in
Canada
Ocean Freight Updates
• Ports are operational. Cargo transportation is still
allowed
• Slow in/out processing and delays in customs
clearance
Inland Transportation
• Daily pickups and deliveries except where restrained by
government
Air Freight Updates • New COVID-19 boarding rules for airlines will be tighter than
expected
• Air Canada finalizes decision to convert aircraft to freighters
• Air Canada eyes converted freighters to capitalize on cargo
boom
• Air Canada is resuming many of its international
flights, heading to the U.S., the Caribbean, South
America, Europe and the Pacific
Canada Update for January 14th
This update contains information we have gathered from various public sources and share with you to the best of our knowledge, but we cannot guarantee it is complete or in all cases accurate. Moreover, the market is changing rapidly currently; statements in this document may quickly be superseded, despite our best efforts. Nothing in this document can be taken as a contractual undertaking.”
1/13/2021
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2018 United Parcel Service of America, Inc. UPS, the UPS brandmark, and the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly by UPS. © 2020 United Parcel service of America, Inc. UPS, the UPS brandmark, the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Socioeconomic Updates• Brazil scrambles to secure COVID vaccine from India
• Mexico, Chile and Costa Rica become the first countries in
Latin America to begin vaccination campaign
• Borderlands: Arizona-Mexico border trade recovering slowly
• COVID-19 deaths down in Peru
• Mexico Bucks Latin America Trend as Inflation Doubles Amid
Virus
• Mexico once again No. 1 US trade partner
• Colombia expands reopening as coronavirus cases
stabilize
Ocean Freight Updates
• Italian firm building $150M shipyard in Mexico
• Ocean Port Restrictions (3 countries: DO, HN, PR)
• DO: Operations had been restricted up to 6pm
• HN: Limited service to Puerto Cortez Port
• PR: No passenger vessel allowed
Inland Transportation
• Mexican rail blockade continues to affect freight flows
• US-Mexico truck crossings decline 22% at Port Laredo
• Customs operation impacted (9 Countries: AR, CR, DO, EC,
GT, PA, PE, SR, VE)
Air Freight Updates • Dubai airline launches new freighter service to Mexico
• LATAM Common Carriage flights were reduced or forbidden
to/from US, Europe & Asia (19 countries: AR, BO, BR, CL, CO,
CR, DO, EC, GT, HN, NI, PA, PE, PR, PY, SR, SV, UY, VE)
LATAM Update for January 14th
This update contains information we have gathered from various public sources and share with you to the best of our knowledge, but we cannot guarantee it is complete or in all cases accurate. Moreover, the market is changing rapidly currently; statements in this document may quickly be superseded, despite our best efforts. Nothing in this document can be taken as a contractual undertaking.”
1/13/2021
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Thank You
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Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly authorized by UPS.© 2017 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.
Sources
• Official sources (WHO, Governments, etc.),** UPS Internal Sources Seabury
• Carriers • Sky cargo
• Emirates
• Lufthansa
• News Media Brussels times
New York Times
BBC News
Times of India
Proprietary and Confidential: This presentation may not be used or disclosed to other than employees or customers, unless expressly by UPS. © 2020 United Parcel service of America, Inc. UPS, the UPS brandmark, the color brown are trademarks of United Parcel Service of America, Inc. All rights reserved.1/13/2021
https://www.accenture.com/th-en/insights/travel/coronavirus-air-cargo-capacityhttps://www.skycargo.com/https://www.emirates.com/us/english/https://www.lufthansa.com/us/en/homepagehttps://www.brusselstimes.com/category/all-news/eu-affairs/https://www.nytimes.com/https://www.bbc.com/newshttps://timesofindia.indiatimes.com/india