Detailed sector analysis every quarter

The Ports and Terminal Insight is a quarterly report (PDF) covering the very latest developments in the container ports and terminals market. It looks behind the data and topical issues to answer both the ’cause’ and ’effect’ questions that matter most to senior industry stakeholders.

Beyond the Executive Summary, each report update comprises of six sections:

• Spotlight thought leadership section: analysing key trends and developments in the sector, providing detailed and unique insight into a specific issue or theme each quarter (including commentary, graphics and supporting data). Recent thought leadership topics covered include:
  
  • Net-zero 2050 – can the terminal sector meet the goal without regulation?
  • Investment needed to ready Southeast Asian ports for COVID-19-driven supply chain diversification
  • Infrastructure and pension fund investment in container terminals has plateaued, but opportunities for growth remain
  • Varying network strategies of the mega-alliances
  • Is intensity of container terminal asset usage improving?
  • The potential for retrofit terminal automation
  • Where have all the greenfields gone?
  • Supersizing ports: Does scale guarantee market share growth?
  • Smart ports and digitisation
  • What is the true extent of investment by Chinese port players in overseas markets?
• Bespoke global port connectivity ranking index and league tables of the ports that have won and lost the most services each quarter.
• Analysis of liner service and port call trends. A detailed focus on a spotlight market location and what this means for ports concerned*.
• Analysis of quarterly container port throughput trends on a region by region basis, showing the showing the ports which are gaining or losing traffic, with analysis of the factors driving these changes. Drewry global and regional container port throughput indices and rolling annual average global port volume growth. Provision of quarterly throughput volumes covering around 250 ports globally (in Excel format).

• Assessment of selected deals and developments within the sector. Summary and explanation of selected new port projects and concessions. Analysis showing the implications of each project on competing ports and the market. Projects analysed include Lamu (Kenya), Kyauk Pyu (Myanmar), Nador (Morocco), Banana (DR Congo), Chabahar (Iran), Ibom (Nigeria), Derince (Turkey), Gdansk/Gdynia (Poland), Suape (Brazil), Newcastle (Australia), Chittagong (Bangladesh), Kaohsiung (Taiwan), Jeddah (Saudi Arabia), Dammam (Saudi Arabia), Taranto (Italy).

• Comparative analysis of the financial performance of 10 stock market listed terminal operators. Overall key financial trends, review of M&A activity and valuations, best and worst performer listed operators. Key macroeconomic indicators, review of latest financial results and key stock price developments. Valuation outlook for the portfolio. Provision of quarterly financial results (in Excel format)

   

Each quarterly PDF report is accompanied by an Excel workbook containing quarterly throughput volumes covering around 250 ports globally, time series of financial KPIs for listed operators, as well as tables summarising the data shown in report tables and charts.

* Each quarter, Drewry scans its proprietary database of liner services and selects a location or trade route that has seen the most significant changes in service patterns, vessel deployments and ports of call.