文档介绍：OCEAN CARRIER OUTLOOK2010/2011November 18, 20102008INCREASED CARRIER COSTS?Carrier Fuel Costs Up 75% ?New ILWU Contract?Inland Transport and Repositioning Costs?Panama Canal Fees Rising?Environmental and Security InitiativesSource: TPM 20082008CARRIER RESPONSE?Demand & Utilization Levels High Levels Still High.?Rate Increases Sought.?Vessels Re-Deployed?New Vessel Sharing Arrangements ?“Slow Steaming”Source: TPM 20082009ECONOMIC DOWNTURN?Inventories Slashed?Decreased Demand ?Excess Capacity ?Rates Slashed In Most Lanes?Top 10 Carriers Reported Losses of $11 Billion2010RATE NEGOTIATIONS?Revenue Recovery Above Customer Relations ?Carriers Uniquely Unified In Negotiation Strategy?Rate Increases?Capacity Reduced/The Singapore Parking Lot?Increased “Slow Steaming”?Inventory Rebuild?The “New Economics”(Drewry Shipping)2010/2011“NEW ECONOMICS”?2010 Rate/Volume Boom In Spite Of, Not Because Of, The Economy.?Housing Market Stalled?Unemployment High?Retail Sales Unexciting?Boom Over? Inventory Rebuild Over?Carriers Return