Reedereistrategien bei Marktveränderungen - Hamburg, 04. Dezember, 2019 - Logistik ...
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Reedereistrategien bei Marktveränderungen Hamburg, 04. Dezember, 2019
Agenda
Rückblick
Ausblick
e-Commerce
Intermodal
Sustainability
Hamburg, 04. Dezember, 2019 2
M & A in der Schifffahrt – auslösende Faktoren
Economy Carryings Claims of
• Development • Sales Competition for
of GDPs increasing carryings
Investors
and high utilization • Request for
positive returns
Demand Freight Rates
• World Trade • Low freight rates
• Container to gain market
Transportation share
VSAs*
Imbalance / Strong Operating Alliances
Overcapacity Competition Results Mergers
Acquisitions
Supply Operating Costs
• Net Capacity offered • Aim for cost
• Scrapping, Idling, leadership
New building
Governmental
Support
Shipping Comp. Investments
Strategic Direction • Subsidies distort
• Larger vessels; competition
Economies of Scale
Hamburg, 04. Dezember, 2019 *Vessel Sharing Agreement 3
Industry insight: In 2014 startete die neue Konsolidierungswelle
(Insolvency)
2015 2017
2014 2016 2018
Hamburg, 04. Dezember, 2019 4
Industry Insight: More market share in fewer hands
82% 83%
75% 77% 77%
69%
64%
54%
46% 45% 46% 44%
38%
17%
Top 3 Top 7 Top 10
N/A
1996 2013 2017 2018 2019 1996 2013 2017 2018 2019 1996 2013 2017 2018 2019
(end) (end) (end)
Source: Alphaliner by slot capacity
Hamburg, 04. Dezember, 2019 5
4,5 Carrier Consolidation
4,0
Global Carriers Orderbook
3,5 Existing Fleet
3,0
Capacity in m TEU
2,5
2,0 Multi Regional and
Niche Carriers
1,5
1,0
0,5
0,0
Maersk MSC CMA COSCO Ever- Hapag- ONE Yang HMM PIL Zim Wan Hai Zhonggu KMTC QASC IRISL X-Press
/ HSDG CGM / OOCL green Lloyd / Ming
UASC
6
Source: Alphaliner Top 30 Carriers, Alphaliner Monthly Monitor October 2019
Hamburg, 04. Dezember, 2019
Agenda
Rückblick
Ausblick
e-Commerce
Intermodal
Sustainability
Hamburg, 04. Dezember, 2019 7
Summary – key points: What's happening in the market?
The shipping industry is entering a period of marginal growth
Following a decade of consolidation, we now see high carrier control over capacity and
few market players
IMO 2020 scrubber refitting has significant impact on the S&D demand side
We start to see the expected uncertainty in fuel prices. Monthly BAF adjustments in 1H
2020 are likely
On the intermodal side, we see limited capacity requiring better forecasting
While for trucking this has been the case for a while but now the trend e.g. for driver
shortage increases, we also start seeing the impact of climate change for example
looking at hot summers and resulting low water scenarios
Digitalization and bringing services online to increase responsiveness, availability and
general efficiency are omnipresent in the industry
Hamburg, 04. Dezember, 2019 8
Global Container Throughput vs. GDP Growth (TEU-to-GDP Multiplier)
20% Container throughput growth % 6
Global GDP growth %
GDP multiplier
15% 5
10% 4
5% 3
0% 2
-5% 1990-1999 Avg. Multiplier: 3.4 2000-2008 Avg. Multiplier: 2.6 1
2010-2018
Avg. Multiplier: 1.4 2019F: 0.83
-10% 0
2019F
2020F
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
Source: Alphaliner Monthly Monitor October 2019; Int. Monetary Fund (IMF), World Economic Outlook October 2019
Hamburg, 04. Dezember, 2019 9
IMO 2020 Sulphur Regulation:
Hamburg Süd will primarily comply with new regulation by
using 0.5% sulphur gas oil
Hamburg Süd will switch-over to the new fuel while the
vessel is in service ensuring that there is no delay to
schedules
Industry expectation is that the vast majority of vessels will
use low sulphur fuels when the regulation comes into effect
in January 2020
A limited number of vessels will be fitted with scrubbers
Hamburg Süd fuel costs will increase in the range of 30-
50%
Hamburg, 04. Dezember, 2019 10Was hat sich geändert?
weniger Reeder
rückläufiges Wirtschaftswachstum
Angleichung supply und demand
Unzureichende Transportkapazitäten im Vor- / Nachlauf
Anforderungen der Verlader nehmen zu
Umweltauflagen
Hamburg, 04. Dezember, 2019 11Was wird gefordert?
Wichtigkeit: Hoch
Fahrplantreue
Korrekte Dokumentation
Pünktliche Gestellung der Container
Kompetente, lokale Ansprechpartner
Kostenoptimierung schnelle Transitzeiten
Digitale Schnittstellen (EDI/API)
Real time tracking
Direkte Dienste (weniger TS) Transparenz entlang der gesamten SC
E2E Angebote
Nachhaltigkeit
Zeitliche Umsetzung: Hoch
Klassische Anforderungen Neue Anforderungen
Hamburg, 04. Dezember, 2019 12Wie agiert der Reeder?
Special Cargo / Reefer / BB Präsenz mit eigenen Büros vor Ort
Umwelt Eigene Dienste
Nachhaltigkeit Ausbau der IM Dienstleistungen (make or buy)
Pünktliche Zahlung Entwicklung und Nutzung eigener IT - Systeme
SLA Schnittstellen mit Kunden, Portalen etc (EDI, API)
Einführung dedicated allocation tools Erweiterung der VAS
Forderung nach Erfüllung der vereinbarten Mengen E2E Integration der gesamten SC
Forderung nach besseren Forecasts
Hamburg, 04. Dezember, 2019 13Agenda
Rückblick
Ausblick
e-Commerce
Intermodal
Sustainability
Hamburg, 04. Dezember, 2019 14Industry insight: Digitization – the next “big thing”
Real Time Track&Trace Internet of Things
Data Transfer Remote Container
Management
Blockchain Web Booking
Intelligent
Smart Data Interfaces
Foto: Sergey Nivens /Fotolia
Hamburg, 04. Dezember, 2019 15Blockchain will make Data-sharing much easier Hamburg, 04. Dezember, 2019 16
Outlook for 2020 – Hamburg Süd Online Experience
Web Booking &
INSTANT
enhancements
Web Documentation
Introduce
Web Invoices (Web SI & eBL)
integration
Track & Trace
Online User Journey
enhancements &
enhancements
customer notifications
Hamburg, 04. Dezember, 2019 17Instant - The smart solution to book your cargo on the
Hamburg Süd website in just a few clicks
“
With INSTANT, booking a container will be just as easy and fast as booking a flight online –
you only need a few clicks. With it, we are creating a smart digital complement to the personal
customer service that Hamburg Süd customers are used to.
Frank Smet
Chief Commercial Officer (CCO) of Hamburg Süd
Hamburg, 04. Dezember, 2019
” 18Get connected via EDI and API
Direct interfaces between customer and Hamburg Süd systems for tailor-made solutions
Improve data quality
Increase efficiency
Save time & get automated
Available for various message types:
Bookings, BL data or Track & Trace events.
Check out our website for more details,
implementation guides and sample messages: https://www.hamburgsud-line.com/liner/de/liner_services/ecommerce/edi_api/ediapi.html
Hamburg, 04. Dezember, 2019 19Agenda
Rückblick
Ausblick
e-Commerce
Intermodal
Sustainability
Hamburg, 04. Dezember, 2019 20Intermodal
Kapazitätsengpässe Schiene / Strasse
Unsicherheit Wasserstand Barge
Fahrermangel
Infrastruktur
short notice bookings sind kaum mehr möglich
Eigene Zugsysteme (make or buy)
bessere Vorplanung
Alternative Routen (anstelle NWC ports via MED)
Triangulation
Hamburg, 04. Dezember, 2019 21Unser „Kaffee – Zug“ Hamburg, 04. Dezember, 2019 22
Agenda
Rückblick
Ausblick
e-Commerce
Intermodal
Sustainability
Hamburg, 04. Dezember, 2019 23Our engagement for a sustainable future
CO2
“We understand sustainability as Target 1: 60 % less emissions per
seeking to reconcile economic TEUkm on average until 2030
efficiency, environmental protection and compared to 2008.
social responsibility based on stable Target 2: Fleet shall be carbon
economic development.” neutral until 2050.
(Management Board Hamburg Süd) Achieved until 2018 a reduction of
41 % per TEUkm since 2008.
Member of:
SO2
Clean Cargo For 2020 mainly use of low-sulphur
EcoTransIT World Initiative fuels. Exhaust gas treatment (scrubber)
installation on a limited number of
vessels.
Compliance of suppliers via Third-Party
Code of Conduct, 40 audits and >1,000
self-assessments in 2018. Target for no oil spills
For detailed emission reports and other sustainability information please contact sustainability@hamburgsud.com.
www.hamburgsud.com/sustainability.
Hamburg, 04. Dezember, 2019 24Herzlichen Dank für Ihre Aufmerksamkeit Hamburg, 03 Dec 2019 25
Disclaimer All rights reserved, especially those of duplication and distribution as well as translation. No part of the contents is allowed to be reproduced in any form without written consent of Hamburg Südamerikanische Dampfschifffahrts-Gesellschaft A/S & Co KG; nor may it be processed, reproduced or distributed using electronic systems. © 2018 Hamburg Süd Hamburg, 04. Dezember, 2019
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