CLA Newsletter Septembr 30

7/31/2019 CLA Newsletter Septembr 30

1/9

CLA NewsletterCLA Newsletter - By Market Research Section, COSLINA

36%

(Only in English version)

200 13

8 22%

10 8000

www.coslina.com For Internal Use Only

September 30, 2010


2/9

CLA Newsletter - By Market Research Section, COSLINA September 30,2010

2


3/9

36%

8 36.0%

28.4% 7 23.3%8

2901 36.0%

8 2839 36.3% 62

23.2% 7 24.9%8 3020

28.4% 8 119 3.9%

8 26.4% 26.5%

22.5% 30.4% 8 2206 10.2%

40.7%

58.8% 55.2%

44.7% 40.0% 34.7%

8


3


4/9

16

10

WTSA WTSA

PIERS 2 1

WTSA

WTSA

WTSA

WTSA WTSA

WTSA


4


5/9

(HKLSA)

1

2012

Fair Winds Charter

10 15

Fair Winds Charter 2012

11

2011 1 1

2012 12 31


5


6/9

(BDI) 0.98% 2468

(BCI) 8.72% 3393

10 1

(BPI) 7.17% 2524 (BSI)

1.76% 1846


6


7/9

(Only in English version)

200 13

India is looking at investing about $ 20.8 billion in 276projects which are part of the government's endeavour toexpand 13 major ports in the country. Currently 22 publicand private sector participation (PPP) projects are underbidding and scheduled to be awarded in the currentfinancial year involving an investment of almost Rs 160billion. India has completed 24 PPP projects involving aninvestment of almost Rs 65 billion while 19 PPP projectswere under implementation, involving an investment ofalmost Rs 125 billion.

8 22%

Georgia Ports Authority (GPA) recorded a 22% containerthroughput growth in August, nine consecutive months ofdouble-digit growth this year. August represented thesecond highest total containers handled through our

ports, and the months total volume was only slightlybehind the record set in July 2010. Container volumesremained strong as the retail sector moved holiday goodsearlier due to concerns about both vessel capacity andequipment availability overseas going into the traditionalpeak shipping season.

The Port of Melbourne Corporation is consulting industryand community views on how projected increases in

container freight throughput can be handled. Containertrade through the port is forecast to double to around4.4m containers by 2020 and the Victorian Governmenthas asked PoMC to take market soundings on how theport and land infrastructure should be shaped to handlethe increase. Terminal operators, shipping lines, industrygroups, local government, transport operators and thecommunity are among those being consulted.


7


8/9

Ocean container carriers pulled around 100,000 TEUs ofcapacity from the Asia to North Europe route during theChinese vacation week as freight rates decline rapidly onweaker-than-expected cargo demand. The cuts isequivalent to 40% of average weekly capacity on thetrade, Alphaliner said. At least 11 of the 29 Far East-NorthEurope carriers will skip one sailing during the week-longvacation from Oct. 1 to Oct. 6. The ShanghaiContainerized Freight Index has been suspended fromSeptember 24 to October 8 due to the Chinese vacation.It is expected the capacity cuts, likely involving thetemporary idling of ships, will initially impact the Asia-Europe trades.

Maersk Line is increasingly serving Africa and SouthAmerica with direct services from Asia as quickeningeconomic growth in emerging markets forces the world'slargest ocean container carrier to adjust its network. Withtraffic in developing markets outpacing growth on mature

trade lanes, Maersk is focusing more on direct services.Maersk saw traffic rise 12% on Africa routes and 18% onits South American trades in the first half of 2010 from ayear ago, while Asia-Europe volume was up just 5%.

Global container shipping and logistics group NOLdedicated its new global service center in Chongqing,China recently. Underscoring the internationalsignificance of the event, Singapore Prime Minister Lee

Hsien Loong and Chongqing Mayor Huang Qifan helpedcommemorate the opening of NOL's largest office outsideof its Singapore headquarters. The center processestrade documentation and performs other functions forNOL's two principal businesses: container shipping lineAPL and supply chain services provider APL Logistics. Itserves the company's offices and customers throughoutthe world.


8


9/9

10 8000

Evergreen Group ordered 10 container ships withcapacities of 8,000 TEUs. The new ship orders are thesecond installment in a fleet upgrade by the Taiwanese

carrier, which refrained from ordering new ships whenmost other lines were ordering large vessels during thelast years before the global recession. Seven of the latest10-vessel order will be built for Evergreen Marine. Threeothers will be for Evergreen International S.A. (Panama).The first of the newly ordered ships is scheduled fordelivery in 2013.

MOL raised its full- year profit forecast as demand for

transporting goods between Asia and the U.S. and Europerebounded. Mitsui expects net income of 65 billion yen(US$745 million) for the year ending March 31, comparedwith its earlier forecast of 60 billion yen. The companykept its forecast for sales at 1.55 trillion yen. Japaneseshipping lines are benefiting from higher rates fortransporting goods and the introduction of peak-seasonsurcharges as the global economic rebound helped boostdemand. Steel and iron-ore price gains may also helpimprove Chinese demand for bulk shipping.


9

Documents

CLA Newsletter Septembr 30