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Corporate Presentation

Group. Corporate Presentation. Todd Rives, Sr VP & CCO 10/23/2014. CMA CGM a leader in container shipping. Led by its founder, Mr. Jacques R. Saadé , CMA CGM is the world’s third largest container shipping company.

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Corporate Presentation

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  1. Group Corporate Presentation Todd Rives, Sr VP & CCO 10/23/2014

  2. CMA CGM a leader in container shipping • Led by its founder, Mr. Jacques R. Saadé, CMA CGM is the world’s third largest container shipping company. • CMA CGM Group is today a global enterprise operating on all the world’s shipping routes and offers the full range of logistics and transportation services to its customers.

  3. CMA CGM GROUP Statistics • 11.4m • TEUscarried in 2013 CMA CGM Globally • 18 000 • Employees • 650 • Offices Worldwide • 428 • Operatedvessel • 400 • Port of calls The 3rd Largest Container Carrier in the World

  4. CMA CGM GROUP Volume and Growth CMA CGM Globally CMA CGM: 17% Average Volume Growth over 13 Years Period

  5. CMA CGM GROUP MARKET SHARE & RANKING CMA CGM in the US CMA CGM: Ranked number 5 overall with a 3% growth in 2013 giving us a total market share of 6.2%

  6. Let’s Talk for a Second About the Challenges With Larger Ships Trust Me – It’s Important Later…

  7. LARGE SHIPS Large Ships Present Two Major Challenges 1 = Size of the ships 2 = Highly Concentrated Volumes of Cargo • Rail Impact • Longer Trains • Flatcar Availability • Double Stack • On Dock Rail • Higher Ramp Traffic Concentration • Origin & Destination • Dedicated Trains/Corridors • Port Impact • Harbor Depth (& Air Draft) • Berths – 1300 Foot? • Cranes – Reach (20+), How Many Per Berth? • Moves Per Hour Critical • On Dock Rail • Back of Crane Infrastructure • Gates • Intense “Peak Days” • Highways • Pilots & Tugs • Customer Impact • Concentrated Flows = High Velocity • Potential Warehouse Stresses • Improved Schedule Reliability • Dray Power Challenges Effectively Managing These Issues Will Result In Improved Efficiency Throughout the Supply Chain

  8. What’s 2015 Going to Look Like?

  9. Container Shipping in 2015 • New Alliances • Four Alliances Dominate East/West Lanes • Alpha-Numeric Spelling Test: • O3, 2M, G6, CHKY-E • Realignment of Global Networks During Q1 • More Big Ships Calling US Ports • Import Growth • Stagnant Exports • Chassis • Lack of Truckers

  10. What’s Ahead After That?

  11. Looking to the Mid and Long Term • Ships Continue to Get Larger • Economies of Scale Can’t be Ignored • VSA’s Become Even More Prevalent • Carriers Find Other Differentiators • Supply/Demand Cycle Flips in 2016-2017 • From Over Supply to Under Supply • Building Boom from 2003-2012 Absorbed • Carriers are Ordering At a Slower Pace • The days of 50% Orderbook are gone

  12. Looking to the Mid and Long Term Remember the “Big Ship Challenges?” • Infrastructure Struggles to Keep Up • Power Challenges • Velocity Increases • Rail and Highway Pipelines • Panama Canal Compounds the Issues on the USEC

  13. What’s the Solution? • Not a new formula --- • Plan • Communicate • Work Together • Jointly Explore Methods to Leverage Supply Chain • CMA CGM Stands Ready and Willing to Find and Explore New Ideas and Methods to Improve the Flow of Cargo! • We Ask Everyone To Join With Us • Clients • Vendors • Suppliers • Even Competitors Where Possible

  14. Gulf Specific Issues • Container Availability • CMA CGM operates a global network with direct gulf services from Asia, Europe, and the Far East • CMA CGM tonnage, allowing maximum flexibility • This provides us the ability to feed empty containers to the gulf market from surplus areas • Most commonly from the Caribbean basin, which structurally is highly imbalanced • Forecasting is critical to accommodate lead times • Chassis • CMA CGM believes that the Trucker Model is the long term solution to the current chassis issues in North America • Truckers would seem the logical choice to efficiently manage the asset • However, we work with clients to develop customized solutions during the transition period while the industry is transforming

  15. Thank you

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