Independent journal on economy and transport policy
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In six months radically the economic perspectives of the field of the containerized marine transport are changed
the Drewry considers that the section will be able to be considered fortunate if in the end of this year will reach the point of break even
July 8, 2015
In single six months the perspectives of the world-wide field of the marine transport of the container seem to be changed radically passing from an esteem, favorably optimistic, of profits until eight billions of dollars in the exercise anniversary 2015 to a forecast, are hoped excessive negative, that it indicates, in the best one of the hypotheses, the attainment of the break-even point. The two previsional surveys to beginning 2015 and today are of the society of London advising Drewry, second which the section is threatened by "a toxic mixture of sovracapacità, weakness of the question and aggressive tariff policies" that it is placing to risk the ability to the field of the marine transport of line to produce profits.
The last forecast of the English, second society which this segment of the shipping will be able to be considered fortunate if altogether in the end of this year will reach the point of break even, evidences that this new scene means that within the end of the 2015 economic account of some companies of navigation it will record turned out of sign negative.
According to Drewry, "the only way for the companies to face this situation is to act with actions very more radicals in order to face the sovracapacità that currently has an impact negative on almost all the main marine routes". The society has found that "although the operating margin of 8% of the field in the first trimester, the cost reduction determined from the decrease of the prices of the oil is transferred by the carriers to the loaders as hires very more low and in future - according to Drewry - the navigation companies will fight in order to continue to reduce the unitary costs online with the previewed erosion of the hires, date the stabilization of the costs of the bunker". In particular, Drewry considers that this year the average total of the hires will record a repentina bending, with a trend that did not happen from 2011 when the decrease of the unitary revenues of the field had reached also -10%.
For Neil Dekker, in charge of the Drewry for the segment of the containerized marine transport, "it is being begun to lose the control of the orderbook, since from January ability for 1,4 million has been ulterior addition teu". According to Dekker, the strategy of the companies of navigation centralized on orders of ships of large-capacity is beginning to fail and practically all the fleets employed on the main world-wide marine routes are plagued by problems deriving from an ability excess. Dekker has observed that the field is entering in a new one was dominated by the great ships and that the companies will have to be adapted to use of the ability pairs to the 80-85% rather than of advanced 90% or: "they cannot continue to add ability - it has emphasized - and to expect that not there is some substantial impact on the unitary revenues".
However the opinion of the Drewry does not seem shared at all, at least until today, from the more important shipowning companies of the field of the line transport that continue to order to the ship yards the construction of an impressive series of portacontainer of great and destined large-capacity to being employees on the main intercontinental routes, but also new ships of relatively smaller abilities to employ in smaller traffics and on lines feeder.
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