Alphaliner Newsletter no 03 - 2013 by linfengfengfz

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									                                                        ALPHALINER                                                                                                     Volume 2013 Issue 03
                                                        Weekly Newsletter                                                                                           08.01.2013 to 14.01.2013
                                                       Web: www.alphaliner.com                                |    E-mail: editor@alphaliner.com              | Sales: commercial@alphaliner.com

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                                                  Chart of the week
Top 21 Carriers
- New vessel deliveries 2013F                                                                                                       Top 21 Carriers : Capacity Changes 2012-2013 (F)
 Carrier/Group       TEU          Units
                                                  TEU Thousands



                                                                   200
                                                                                                                                                                                  TEU Delivery Scheduled 2013
 APM-Maersk          174,824      18                               100
 APL                 169,000      16
                                                                          175


                                                                                  150




                                                                                                  126




                                                                                                                        169


                                                                                                                              104




                                                                                                                                                        128
                                                                                          32




                                                                                                        96


                                                                                                                  92




                                                                                                                                      99


                                                                                                                                            87


                                                                                                                                                  71




                                                                                                                                                              53


                                                                                                                                                                     37


                                                                                                                                                                            10


                                                                                                                                                                                  25




                                                                                                                                                                                              43




                                                                                                                                                                                                           26


                                                                                                                                                                                                                  14
                                                                                                                                                                                        0




                                                                                                                                                                                                     0
 MSC                 149,826      16                                 0
                                                                   200
 Hamburg Süd         127,784      22
                                                                                                                                                                                        TEU Added Jan-Dec 2012
                                                                                                  116
                                                                                  103
                                                 TEU Thousands




                                                                                                        69




                                                                                                                              96
 Evergreen           125,512      14




                                                                                                                                            72
                                                                   100
                                                                          46




                                                                                                                                                                                  52
                                                                                          42




                                                                                                                                                  44




                                                                                                                                                                                                     40
 Hanjin Shg          103,844      17




                                                                                                                                                                     18


                                                                                                                                                                            16




                                                                                                                                                                                              19
                                                                                                                                                        12
                                                                                                                                      2




                                                                                                                                                              1
 CSCL                98,952       12




                                                                                                                                                                                                                  -9
                                                                                                                                                                                        -4
 COSCON              95,930       14                                                                              -13




                                                                                                                                                                                                           -120
                                                                                                                        -50
                                                                   -100
 Hapag-Lloyd         92,183       7
                                                                  2,500                                                                                                    Capacity Operated as at 1 Jan 2013
                                                                          2,585




 MOL                 87,200       7
 OOCL                70,608       6
                                               TEU Thousands




                                                                  2,000
                                                                                  2,225




 NYK                 52,832       4                                                                                                                                                                 ALPHALINER
 PIL                 42,812       12                              1,500
 Yang Ming           37,376       7
                                                                                          1,384




 CMA CGM             32,040       2                               1,000
                                                                                                  723


                                                                                                        717


                                                                                                                  632


                                                                                                                        576


                                                                                                                              574


                                                                                                                                      549


                                                                                                                                            506

 CSAV                25,800       3                                                                                                               450


                                                                                                                                                        421


                                                                                                                                                              401


                                                                                                                                                                     358


                                                                                                                                                                            353


                                                                                                                                                                                  347


                                                                                                                                                                                        318


                                                                                                                                                                                              297


                                                                                                                                                                                                     271


                                                                                                                                                                                                           259
                                                                   500
 Hyundai M.M.        25,115       5




                                                                                                                                                                                                                  155
 Wan Hai             13,596       3
                                                                     0
 K Line              9,592        1
 Zim                 0            0
 UASC                0            0

                                                          The fight between market share and profit to continue in 2013
                                                          The share prices of container shipping companies have surged by 18% since
INSIDE THIS ISSUE:                                        the beginning of December, based on Alphaliner’s liner equity index of 17 main
Market share or profit -                1                 publicly listed liner companies. The rise in the liner index reflects improved in-
Which will prevail in 2013?
                                                          vestor sentiments, with spot freight rates by the SCFI currently showing a 26%
Corporate Updates               3
MSC’s great vessel clear-out in                           gain compared to the same period last year while bunker fuel costs are 8%
 2012
                                                          lower.
Service Updates                 4
MSC introduces 8,700 teu wide                             Despite the positive start into 2013, carriers still face a challenging year ahead
  -beam ships in India
Maersk to improve Ecuador-                                with a record level of new capacity due to be delivered. The cellular fleet is ex-
  Med fruit-oriented service;
  ceases taking Gioia Tauro                               pected to grow by 9.0% in 2013 (net of potential scrapping) with some 1.75
  bookings                                                Mteu of new vessel capacity to be delivered this year after adjusting for slip-
Hapag-Lloyd & Hamburg Süd
  swap Oceania calls on Pacific                           page. This will exceed the 1.57 Mteu that was delivered in 2008, making 2013
  route
Hapag-Lloyd to boost Poland                               deliveries the highest ever recorded.
  feeder capacity
Cobelfret launches Rotterdam-
  Portugal shuttle
                                                          The new ships will come on stream in a weak demand environment on the main
Delivery Updates
                                                          European and US markets. The Far East to Europe headhaul cargo volumes
                                        6
January Deliveries                                        shrank by 5.0% in 2012 while the FE to US volumes declined by 0.4%, based
Terminal Updates                        9                 on preliminary 2012 cargo volume estimates by Alphaliner. The two key trades
Shanghai retains top spot but
 lead narrows                                             are expected to grow by only 1.0% and 1.6% respectively in 2013 from the low
                                                          base in 2012, with demand growth remaining well below the projected overall
                                                          supply growth.


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