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Unitized Traffic Europe – North/South Routes XVII International Conference of C.I.S.Co. Catania, 26/27 April, 2013. Title. Giuseppe F. GODANO. Agenda. 1. 2. Container Transport Market Environment. Hamburg Süd… …At a glance…. 3. Europe - North-South Trade. 2. Agenda. 1. 2.

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  1. Unitized Traffic Europe – North/South Routes XVII International Conference of C.I.S.Co. Catania, 26/27 April, 2013. Title Giuseppe F. GODANO XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  2. Agenda 1 2 Container Transport Market Environment Hamburg Süd… …At a glance… 3 Europe - North-South Trade 2 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  3. Agenda 1 2 Container Transport Market Environment Hamburg Süd… …At a glance… 3 Europe - North-South Trade 1 1 3 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  4. 1 Growth in Container Transport / World Economic Growth 2003-2014F Source: Clarkson Research January 2013, Int. Monetary Fund - WEO Database January 2013 [CON-C] 4 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  5. 1 Global Cellular Fleet Growth 2004-2016F 20 Fleet Growth 16,0% Fleet Capacity (Final) 18 Fleet Capacity (Prediction) 16 13,9% 13,2% 12,8% 14 9,7% 12 9,2% 9,0% Fleet Growth in % Fleet Capacity in m TEU 10 6,0% 8,0% 8 6,0% 5,5% 6 4 1,8% 2 -0,7% 0 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013F 2014F 2015F 2016F Source: AXS Alphaliner, Cell Fleet Forecast January 2013 [CON-C] 5 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  6. Capacity bottleneck Over Capacity 1 Worldwide Carryings and Slot Capacity 2008-2014 Carryings Slot Capacity 100 % 2008 2009 2010 2011 2012 2013F 2014F Source: Own calculation [CON-C] 6 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  7. 1 Bunker Price Development 2004-2013 IFO 380 Rotterdam 728 165 Source: internal calculation AWM Mktg XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  8. 1 Bunker Price Development 2004-2013 IFO 380 Rotterdam • Hamburg Süd burns about 2 mil WT/year. • 10 USD increase/reduction per WT (on annual basis) corresponds to 20 mil USD plus/minus (average) XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  9. 1 2012 Shipping Key Figures • 615 millions TEU moved all over the world • 4.961 ships active on liner trades, for 16,335 millions TEU • 297 idle ships, for 0,809 millions TEU • 3,430 millions TEU as global orderbook Source: AXS Alphaliner; Shanghai International Shipping Institute 9 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  10. 1 2012 Shipping Key Figures Source: AXS Alphaliner; Shanghai International Shipping Institute XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  11. 1 International Maritime Terminals XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  12. Agenda 1 2 Container Transport Market Environment Hamburg Süd… …At a glance… 3 Europe - North-South Trade 2 12 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  13. Hamburg Süd - Part of a major international group Hamburg Süd is part of the family owned Oetker Group. The Dr. Oetker brand is famous worldwide for high quality food, especially baking ingredients, dessert products and deep frozen pizza. The family also owns the largest group of breweries in Germany and is very active in the sparkling wine and wine business. In addition, there are luxury hotels, a chemical company and financial interests. Net sales: roughly EUR 10 billion (2012) Employees: over than 26.000 (average 2012) 2 Beers and beverages Foods Financial services Sparkling wines, wines & spirits Luxury hotels Shipping XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  14. Established in 1871 by a consortium of eleven Hamburg merchants running a monthly service connecting Brazil and La Plata, we have developed from a conventional shipping company into an internationally operating transport-logistics organisation. Today, the Hamburg Süd Group ranks among the 15 major providers of worldwide ocean transportation and is well-known for individual, one-source logistics solutions tailored to customer needs. North-South connections are still our core business Hamburg Süd 2 14 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  15. Hamburg Süd - At a glance 2 1 103 47 454.000 4.508 3.288.000 EUR 1,2 billion EUR 5,5 billion Container ships Tramp ships Container Pool (Units) Employees Carryings (TEU) Capital investment Revenue 1. 1. 2. 3. 1. 4. 1. 1. At year’s end 31/12/12 2. Annual average 3. Head count annual average 4. Years 2010/2011/2012 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  16. Hamburg Morristown Hong Kong Miami Sao Paulo 2 Hamburg Süd Offices (Over 300, worldwide - around 100 owned) Genoa XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  17. Hamburg Süd - Mainliner Services 2 1 Intra South America North America – New Zealand / Australia / Pacific Islands Asia – Central America / North America / South America Asia – South Africa / South America Asia – India / Pakistan Asia – Australia / New Zealand Europe / Mediterranean – South America / Central America Europe – Mediterranean / Inner Med / Pakistan / India Mediterranean – Canada / Central America Europe – North America / New Zealand / Australia Europe – North America North America / Central America / Caribbean – South America XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  18. 1 ENVIRONMENTAL PROTECTION ‘Environmental protection at Hamburg Süd is a special quality feature. It shows that we regard our efforts for the benefit of the environment as a continuous improvement process that we are happy to take on year after year.’ - Dr Ottmar Gast (Chairman of the Executive Board) • Mandated processes include: • Lower CO2eemissions (2020 target: 26% reduction) • Stringent vessel propulsion & on-board energy management systems • Eco-friendly reefer construction standards and operation procedures • Prudent off-and on-shore waste management practices Source: AXS Alphaliner; Shanghai International Shipping Institute 18 18 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  19. Agenda 1 2 Container Transport Market Environment Hamburg Süd… …At a glance… 3 Europe - North-South Trade 3 19 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  20. 3 The rise of Hub Ports concept TARANTO CAGLIARI VALENCIA SINES GIOIATAURO MALAGA PIRAEUS ALGECIRAS TANGIER MALTA DAMIETTA PORT SAID TENERIFE LAS PALMAS XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  21. 3 A global service structure; Focus on the Mediterranean Services XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  22. A global service structure; Focus on the Mediterranean Services 3 Source: internal calculation AWM Mktg 22 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  23. NB + SB Trade – North Europe/South Med (Morocco-Turkey Range)Market Capacity vs Market Volume 3 1 Market Capacity : about 1.650.000 teu per Leg Market Volume North-South : about 1.200.000 teu Market Volume South-North : about 900.000 teu Source: internal calculation AWM Mktg 23 XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  24. 3 NB + SB Trade – North Europe/Morocco-Turkey RangeMarket Capacity vs Market Volume Vessel’s occupancy: • 73% South Bound • 55% North Bound • 64% SB + NB OVERCAPACITY!!! Source: internal calculation AWM Mktg XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  25. 3 NB + SB Trade – North Europe/Morocco-Turkey RangeMarket Capacity vs Market Volume Sicily is located in the middle of the Mediterranean Sea, being - therefore - in a very advantageous position in terms of shipping connections with North European and Med ports, including Transshipment's Hubs for overseas origins and destinations. XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  26. 3 NB + SB Trade – North Europe/Morocco-Turkey RangeMarket Capacity vs Market Volume • Suitable infrastructures exist; • Important volumes of import/export cargo are available; • Applicable freight rates are remunerative; • Operations (marine/logistics/intermodal/etc.) are possibly performed at high quality level/proper cost; • Serious development’s plans are envisaged and implemented; • Bureaucracy does not represent a stumbling block factor. “Geographical location” is important; anyway, shipping lines tend to operate in areas/ports where: XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

  27. ...Thank you for your kind attention... ...Grazie per la Vostra cortese attenzione... XVII International Conference of C.I.S.Co. - Catania - 26/27 April, 2013.

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