September 2010 1 - RDweb...Pending Changes in Liner Shipping Economics Near-term Growth in Key Trade...
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September 2010 1
Transcript of September 2010 1 - RDweb...Pending Changes in Liner Shipping Economics Near-term Growth in Key Trade...
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September 2010 1
Current Demand/Supply Imbalances - USA and Canada
Pending Changes in Liner Shipping Economics
Near-term Growth in Key Trade Lanes
Key Infrastructure Challenges for Container Ports
Ports = Prince Rupert, Vancouver, Seattle, Tacoma, Portland
Terminals = 17
Approximate regional capacity = about 11.5 million TEU/year
Estimated regional throughput (2010) = about 6.3 million TEUs
Estimated regional capacity utilization = about 55%
Ports = Oakland, Los Angeles, Long Beach
Terminals = 20
Approximate regional capacity = about 25.0 million TEU/year
Estimated regional throughput (2010) = about 16.3 million TEUs
Estimated regional capacity utilization = about 65%
Ports = Freeport, Houston, New Orleans
Terminals = 7
Approximate regional capacity = about 3.7 million TEU/year
Estimated regional throughput (2010) = about 2.4 million TEUs
Estimated regional capacity utilization = about 65%
Ports = Gulfport, Mobile, Tampa
Terminals = 3
Approximate regional capacity = about 1.5 million TEU/year
Estimated regional throughput (2010) = about 0.5 million TEUs
Estimated regional capacity utilization = about 33%
Ports = Miami, Port Everglades, W. Palm Beach, Jacksonville, Savannah, Charleston, Wilmington (NC)
Terminals = 17
Approximate regional capacity = about 11.6 million TEU/year
Estimated regional throughput (2010) = about 7.5 million TEUs
Estimated regional capacity utilization = about 65%
Ports = Hampton Roads, Baltimore, Wilmington (DE), Chester, Philadelphia, NY/NJ, Boston
Terminals = 17
Approximate regional capacity = about 13.5 million TEU/year
Estimated regional throughput (2010) = about 8.5 million TEUs
Estimated regional capacity utilization = about 63%
Ports = Saint John, Halifax, Montreal
Terminals = 6
Approximate regional capacity = about 3.4 million TEU/year
Estimated regional throughput (2010) = about 1.9 million TEUs
Estimated regional capacity utilization = about 56%
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NEW LOCKS FUEL PRICES
Page 11
Bunker Price Trends since 2000
0
20
40
60
80
100
120
140
160
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
US
$ p
er
Ba
rre
l
Source: Weekly US Spot Price from US Energy Information Administration
Page 12
Far East – Panama – USEC Slot Costs by Ship Size
Source: Mercator Analysis
Vessel Class
TEU Size Range
RT Vessel &
Fuel Slot Cost
Per FEU
Difference from
Panamax Class Percentage Savings
5000 (Panamax) $2,440 _ _
6000 $2,115 $325 -13%
8000 $2,000 $440 -18%
10000 $1,780 $660 -27%
12500 $1,750 $690 -28%
Page 13
USA and Canadian Port Volume
Year to Year Growth Rates Source: AAPA
8.3%
-0.2%
8.9% 9.9% 9.2% 8.7%6.1%
1.8%
-4.4%
-13.8%-20.0%
-15.0%
-10.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Consumer Spending
-4
-3
-2
-1
0
1
2
3
-200.00
-150.00
-100.00
-50.00
0.00
50.00
100.00
Inventory Spending
x %
USA/CANPACIFICCOAST
USA GULF COAST
USA/CANNORTH
ATLANTIC COAST
FAREAST
FAREAST
EUROPE
USASOUTH
ATLANTIC COAST
LATINAMERICA
