ANZ Box Trades & the GFC Contents of Presentation Global Context Regional Economic Context ANZ Container Port Performance ANZ Trade Lane Performance Impact on Service Offerings Latest Trends & Conclusions Long Term Global Economic Trend (CLARKSON) Global Container Industry Trends 2009
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“2009: a disastrous year for container shipping” Platou
New Orders: Jan – Nov 2009: 73.2 v. 1,105.6 in 2008
Sources: the Economist; Reserve Banks
Trade Lanes: NE AsiaNorth America* also serves SE Asia
Trade Lanes: NE AsiaNorth America * also serves SE Asia
Trade Lanes: SEAsia Europe
Trade Lanes: SE Asia Europe
Trade Lanes: SE Asia NE AsiaNorth AmericaEurope/USEC
Trade Lanes: SE Asia NE Asia North AmericaEurope/USEC
Industrial production up
Consumer confidence up
Box volumes improve
Freight rates improve
Port Infrastructure upgrades
Interest rates rising
Surplus ship capacity
PRC bust? – inflation Dec 2009: 18% annualised
Withdrawal of stimulus?Conclusions on Regional Outlook
World Bank Global Economic Prospects 2010:
2009 Growth -2.2%; 2010 + 2.7%; 2011 +3.2% …..
But jury still out on double dip recession?