1. Executive summary
2. World container trade and port volumes
• World container port traffic
• Forecast of container traffic activity
3. Global supply
• The current fleet
• The containership orderbook
• Newbuilding prices
• Demolition
• Forecast containership fleet development
4. Supply-demand balance
• Recent developments
• Slow steaming
• Forecast supply-demand balance
• Missed sailings
5. Trade route analysis
• East-West axis
• Transpacific trade
• Asia-North Europe
• Asia-Mediterranean
• Transatlantic trade
• North-South trade lanes
• Australasia trades
• East Coast South America trades
• West Coast South America trades
• South Africa trades
• West Africa trades
6. Freight rates and carrier financials
• Global industry accounts
• Freight rate development and forecast
• Profitability and liquidity
7. The charter market and S&P
• Charter market development
• The charter market outlook
• Sale and purchase
Appendices
• Trade capacity and service summary
• Far East-North America trade capacity and service summary
• North Europe-Far East trade capacity and service summary
• Far East-Mediterranean trade capacity and service summary
• North Europe-North America/Mexico trade capacity and service summary
• Mediterranean-North America trade capacity and service summary
• Australasia trades capacity and summary
• East Coast South American trades capacity and summary
• West Coast South American trades capacity and summary
• South African trades capacity and summary
• West African trades capacity and summary
• Cascading from Asia to Europe and Asia to Mediterranean trade lanes during 3Q12
• Containership newbuilding orders from mid-2010
• European trades – bunker surcharges developments
• Port throughput quarterly comparison
• Review of annual total port handling, Chinese ports 2002-2012
• Definition of regions by country
• Port code abbreviations
• Glossary of terms
• Drewry
Tables
• Drewry key supply and demand changes
• Monthly year-on-year global growth in throughput volumes
• Monthly growth in container throughputs at Chinese ports
• Comparison of Chinese versus global port growth
• Real GDP growth in major economies
• Consumer confidence snapshot
• China manufacturing outlook summary
• Latest monthly port growth indicators
• Forecast development of world container traffic
• Quarterly forecast container growth by region
• Quarterly forecast container activity by region
• World cellular containership fleet by size range
• Unadjusted containership orderbook by size and scheduled delivery year
• Super-post-Panamaxes on order for top 20 carriers
• Estimated development of newbuilding prices
• Demolition prices
• Sales for demolition, 2008-12
• Forecast adjusted containership fleet development
• Adjusted global containership orderbook, 2011-2016
• Upgrade of Asia-North Europe trade
• East-West trades slow steaming monitor
• Estimated service speeds, Asia-North Europe trade
• Estimated service speeds, Asia-WCNA trade
• North-South trades slow steaming monitor
• Slow steaming – the cost advantages, Asia-North Europe trade
• Forecast global supply-demand balance
• Forecast development of East-West headhaul supply-demand balance
• East-West and global capacity changes
• Impact of mega-ship deliveries and cascading on major routes
• East-West capacity changes and forecast to January 2014
• East-West trades – missed direct sailings, Nov 2012-Feb 2013
• Westbound Asia-North Europe – estimated monthly supply-demand position
• Eastbound Asia-WCNA – estimated monthly supply-demand position
• Eastbound Asia-ECNA – estimated monthly supply-demand position
• Summary of selected major East/West services, quarter by quarter, commencing
1Q13
• Development of transpacific capacity, 2009-2013
• Transpacific trade – forecast containerised cargo volumes by quarter, 2009-2014
• Transpacific trade – estimated quarterly supply-demand position, 2009-2013
• Development of North Europe/Far East capacity, 2009-2013
• Development of cascading from Asia-North Europe and Mediterranean trades,
3Q11-4Q12
• Forecast development of North Europe/Far East container trade volumes
2009-2014
• North Europe/Far East trade – estimated quarterly supply-demand position,
2009-2013
• Mediterranean/Far East trade development of capacity 2009-2013
• Mediterranean/Far East trade – estimated and forecast containerised cargo
volumes, 2009-2014
• Mediterranean/Far East trade – estimated supply-demand position 2009-2013
• Development of transatlantic capacity, 2009-2013
• Transatlantic trade – forecast containerised cargo volumes by quarter, 2009-2014
• Transatlantic trade – estimated quarterly supply-demand position, 2009-2013
• Summary of main North-South services, quarter by quarter, commencing 1Q13
• Australia/Far East containerised cargo volumes, 2007-2012
• Development of North Europe and Mediterranean/East Coast South America
capacity 2009-2013
• Development of North America/East Coast South America capacity 2009-2013
• Development of Asia/East Coast South America capacity 2009-2013
• North Europe and Mediterranean/East Coast South America trade – forecast containerised volumes (half-yearly), 2009-2014
• North Europe and Mediterranean/East Coast South America trade – estimated
half-yearly supply-demand position 2009-2013
• N America/East Coast South America trade – forecast containerised volumes
(half-yearly), 2009-2014
• North America/East Coast South America trade – estimated half-yearly supply-
demand position 2009-2013
• Asia/East Coast South America trade – forecast containerised volumes
(half-yearly), 2009-2013
• Asia/East Coast South America trade – estimated half-yearly supply-demand
position 2009-2013
• Nominal global carrier income, 2009-2012
• Estimated income development on East-West trades by quarter
• Historical estimated average unit rate, East-West container market, 2008-12
• Development of container freight rates by route of selected carriers
• Forecast estimated average unit rate, East-West container market
• Forecast estimated average unit rate, global container market
• Development of selected carriers’ quarterly average unit revenues, 2009-2012
• Selected individual ocean carrier rate restorations in the main European-based
trade lanes, March 2013
• Intra-Asian average quarterly freight rates on selected routes, 2010-2012
• Financial results of selected carriers, fourth quarter 2011-12
• Financial results of selected carriers, annual 2011-12
• Success of carrier GRIs in the East-West trades, Jan 2012-Mar 2013
• Actual recorded fixtures, 4Q12
• Average one-year time charter rates, 2008-2012
• Average actual time charter rates and average period duration, 2008-2012
• Average slot charter rates, 2008-2012
• Top 10 charterers during 4Q12 – capacity teu
• Top 10 charterers during 4Q12 – number of vessels
• Recent charters of vessels in excess of 4,000 teu
• Development of secondhand prices
• Selected secondhand vessel sales during 4Q12
• Summary of secondhand vessel sales in 4Q12
Figures
• Forecast development in world container traffic
• Adjusted containership orderbook
• Recent orders, split per vessel size
• Global supply/demand index
• Weighted freight rates and supply/demand index comparison on East-West trades
• East-West trade spot rates, 2011-13
• Regional growth at Chinese ports, 2002-2012
• Chinese ports annual growth: top ten versus second tier, 2002-2012
• Containership fleet development
• Orderbook by size range
• Recent orders split per vessel size
• Delivery breakdown of unadjusted orderbook, 2013-2016
• Estimated adjusted containership fleet growth
• Comparison of adjusted and unadjusted global container fleets, 2011-2016
• Annual growth of global container fleets under and above 8,000 teu nominal
capacity, 2011-2016
• The impact of inactivity on the global supply-demand balance
• Slow steaming and fuel prices
• Estimated average Asia-N Europe service speeds (knots), 2012-13
• Estimated average Asia-WCNA service speeds (knots), 2012-13
• Forecast supply-demand gap – global and East-West markets
• Asia-North Europe nominal capacity shares per carrier, January 2013
• Asia-North Europe, nominal capacity shares per alliance grouping or service,
January 2013
• Historical tracking of headhaul capacity changes and freight rates 2Q09-2Q13,
Asia-USWC
• Historical tracking of headhaul capacity changes and freight rates 2Q09-2Q13,
Asia-North Europe
• Asia-North Europe – westbound import region growth, January-December
2010-2012
• Asia-Mediterranean – westbound import region growth, January-December
2010-2012
• North Europe/USA westbound – origin growth, January-December 2011-2012
• Brazilian real versus euro rates
• Brazilian real versus US$ and impact on USA to Brazil cargo flows
• Brazilian real versus US$ and impact on Asia to Brazil cargo flows
• Average revenue per teu of selected major carriers, 2009-2012
• Weighted freight rates and supply-demand index comparison on East-West trades
• Development of intra-Asian 20ft rates, 4Q11-4Q12
• Development of intra-Asian 40ft rates, 4Q11-4Q12
• Estimated carrier industry EBIT profit / loss and EBIT margins, 4Q08-4Q12
• Quarterly EBIT margins of selected carriers, 2012
• EBIT profit/loss of selected carriers in 2012,
• Recent developments in spot market freight rates, fuel prices
• Influence of freight rates on Drewry’s 2013 base case container industry
profitability forecast
• Monthly rate developments in Asia-Europe headhaul trades, March 2012-13
• Recorded monthly time charter levels
• Average fixture period
• Average fixture periods (months) per vessel size, 4Q12
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