Forecast in container trade growth with exports to China

Nicolaj Noes, Managing Director - Maersk Line AusIntermodal, 10 October 2013

Your promise. Delivered.

Slide no. 1

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Setting the stage

Can shipping adjust to Volatility in the Market?

Bottlenecks??

How can we as a shipping line be part of the solution?

Agenda

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Australia is a Surplus Country

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Customer and Market Intelligence

Who sets the Agenda?

Our decisions are primarily driven on what happens on import side as the Overall revenue is approximately 68% on imports and 32% on exports.

Direction Actual Revenue

EXPORT 31.1%

IMPORT 68.9%

Grand Total 100%

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Can shipping handle volatility?

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•Australia currently supplying 56% of Chinese meat imports. •Traditional large beef exporting nations of Brazil, USA and Paraguay are restricted – hence reliance on AU and NZ product. •Proximity to market – Quality of product, renown globally as free from FMD (Foot and Mouth Disease) and hormone injections •Rising incomes, dietary shifts, limited local production and tight import restrictions – import demand expected to remain strong

No one Saw it coming…

Can shipping handle

volatility?

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Today, Australian growers export nearly 2.3 million tonnes of wheat in containers each year, or about 11% of the total export volume, up from only 500,000 tonnes before deregulation of the market in 2008.

Spark in Grain Volumes

Slide no. 7

We were able to

cater to the

fluctuations in

the harvest.

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QUIZ

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40 HC USD 200

9000km USD 400

Would you add

more capacity?

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Could we Handle more??

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Vessel capacity and availability

Containers

Ports

Brisbane

Sydney

Melbourne

Fremantle

Intermodal – You are the experts.

Australia

trade is 1% of

the global trade

Factories in

china can do

more?

Vessel size

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What are we doing to facilitate Intermodal Efficiencies

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Container Lamination

Facilitating triangulation

Removing equipment bottlenecks

Depot Structure

Partnership to pursue 24/7 operation

Improving Customer experience in depots

Partnership mindset towards scope and coverage of depot locations

A Willing Partner in Discussing how coastal shipping can be part of the

Intermodal landscape for Australia

Thank you!