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Maritime Research

Ports and Terminals Insight (Annual Subscription)

Quarterly Market Insight

February 2021

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Ports and Terminals Insight

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.


More Information

Fast facts

  • Annual subscription
  • Updated quarterly
  • Report tables, charts and graphs provided in MS Excel format
  • Also available as a bundle sale with the Annual Review of Global Container Terminals report 
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News

Multipurpose earnings rally at risk from overordering in competing sectors

Multipurpose earnings rally at risk from overordering in competing sectors
The rapid recovery in earnings for multipurpose vessels is expected to slow from the second half the year as capacity constraints and supply chain disruptions in competing sectors ease, according to Drewry’s latest Multipurpose Annual.

Drewry extends spot market ocean freight rate service coverage and Benchmarking Club participation numbers

Drewry is pleased to announce a series of enhancements to its spot market and contract ocean freight rate benchmarking services and new participation milestones in its flagship, ocean freight cost comparison service, Benchmarking Club.

COVID-19 drives up ship operating costs

Vessel operating costs have risen at their fastest pace in over a decade this year, on higher insurance cover premiums and COVID-19 related expenses, but are expected to moderate in subsequent years as pandemic related spend unwinds, according to Drewry’s latest Ship Operating Costs Annual Review and Forecast.

Multipurpose Time Charter Index - Apr 21

Our new MPV Time Charter Index tracks one-year period charter rates across a basket of vessel types and sizes and forecasts the market movement over the coming month.

Events

Container Equipment Market Outlook

Join us for a FREE Drewry online briefing at 0900 or 1600 BST on Tuesday 27 April to hear our latest thoughts on developments in the container equipment market. Hosted by Martin Dixon, Head of Research Products and John Fossey, Senior Analyst for Container Equipment at Drewry.

LNG shipping market outlook

Join us at 09:30 BST on Tuesday 4 May 2021 to explore some of the key findings from our latest LNG Forecaster report. Hosted by Aman Sud, Lead Analyst – Gas Shipping at Drewry and Santosh Gupta, Assistant Manager at Drewry Maritime Financial Research.

Container Shipping Market Outlook

Join us for a FREE Drewry online briefing at 0900 or 1600 BST on Thursday 6 May to hear our update on the container shipping market outlook and guidance on freight rates and carrier profitability. Hosted by Simon Heaney, Senior Manager, Container Research and Nilesh Tiwary, Manager, Drewry Maritime Financial Research.