SHIP & SHIPPING NEWSLETTER Issue No. 33

2006 9 12

372 405 02-25517540 02-25653003 http://www.cmri.org.tw publisher@cmri.org.tw

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1.

1500

2.

3.

4. E-mail

E-mail

02-25517540 9 5.

500

01535338

2

1

2000

(Supply Chain Management, SCM)(Global Logistics

Management, GLM)

(Total Logistics Cost)

()

19 (Liner conference system)

()

1950~1960

1

3

(EDI)

2001

.

(2005)

()

(8)

9 7 /

10

PLC

4

7 14

7 21

(1)

.

1956 Malcom Mclean

Ideal-X

1995

2001 911 (security)

2003 2005

5

.

1956

500 TEU

1966 1970 1,000 TEU

(ISO)

1971 1983 2,000 TEU

//

96

1984 3,000 TEU

Post-Panamax

10,000 TEU

1990

(hub-and-spoke)

hub hub

45 48

.

1990

1.

6

1 1990

2005 1990 26% 2005 35%

/

1

1990 2001 2005 2005

18.95% 12.61% 11.10% 9.3%

/ 43.82% 34.27% 30.51% 8.6%

7.46% 8.41% 7.71% 7.5%

26.17% 30.36% 35.18% 13.3%

11.01% 14.91% 13.51% 10.3%

/ 6.11% 7.34% 8.13% 14.2%

// 9.49% 11.78% 10.41% 11.1%

2.00% 3.40% 3.39% 15.6%

2.65% 2.15% 1.88% 3.7%

3.74% 3.70% 4.20% 15.2%

100.00% 100.00% 100.00% 11.4%

Drewry Shipping Consultants

2.

2

2 (2006.1.1 )

Ships Teu Share Teu

Liner total 5,380 9,136,632 100.0%

Top 100 4,176 8,660,517 94.8%

Top 50 3,544 8,269,781 90.5%

Top 25 2,885 7,648,088 83.7%

Top 10 1,945 5,478,992 60.0%

AXS Liner

10~20 TEU 3 20~40 TEU

12 40~80 TEU 3 80~160 1 160 TEU 1 3

7

3 (As to August 2006)

Rank Operator Total Order Book

TEU Ships TEU % existing Ships

1 APM-Maersk 1,729,922 569 628,237 36.3% 117

2 MSC 935,181 305 308,887 33.0% 43

3 CMA CGM 628,648 282 263,965 42.0% 55

4 Evergreen 532,250 163 124,288 23.4% 26

5 Hapag-Lloyd 445,625 136 63,482 14.2% 10

6 COSCON 387,731 131 156,018 40.2% 24

7 CSCL 372,094 131 154,810 41.6% 33

8 Hanjin/Senator 340,744 87 140,773 41.3% 22

9 APL 326,736 105 142,758 43.7% 33

10 NYK 318,019 120 204,708 64.4% 35

11 MOL 274,406 89 130,600 47.6% 20

12 OOCL 271,937 70 90,894 33.4% 18

13 K Line 259,058 83 137,336 53.0% 24

14 CSAV 246,026 87 32,705 13.3% 5

15 Zim 230,444 97 178,106 77.3% 32

16 Yang Ming 220,734 80 109,930 49.8% 23

17 Hamburg-Sud 202,162 99 113,686 56.2% 31

18 Hyundai 156,939 39 165,496 105.5% 25

19 PIL 141820 106 48,623 34.3% 21

20 Wan Hai 117998 71 49,022 41.5% 11

AXS Liner

3.

( 1)1988 1,286 TEU1999 1,697 TEU

32% 2005 2,174 TEU 2009 2,580

TEU 1999 2009 52%

500

1000

1500

2000

2500

3000

1988

1990

1992

1994

1996

1998

2000

2002

2004

2006

2008

8

1

Drewry Shipping Consultants

4 2,264 TEU 19.6

11.6 5,000 TEU post-panama

25

4

Drewry Shipping Consultants

( 5) 419 TEU

5,000 TEU Post-Panamax 220

TEU 53% 8,000 TEU 133 TEU

1.5

5

1 1 .6 1 9 .6 1 0 0 .0 %8 ,3 9 2 ,8 5 41 0 0 .0 %3 ,7 0 7T o ta l

1 .0 2 5 .3 6 .2 %5 2 3 ,1 2 2 1 .7 %6 28 ,0 0 0 +

4 .1 2 5 .0 3 .7 %3 0 9 ,0 3 2 1 .1 %4 27 ,0 0 0 -7 ,9 9 9

4 .7 2 5 .2 6 .8 %5 7 4 ,7 5 2 2 .4 %8 96 ,0 0 0 -6 ,9 9 9

4 .3 2 5 .2 1 3 .4 %1 ,1 2 8 ,3 4 9 5 .6 %2 0 75 ,0 0 0 -5 ,9 9 97 .1 2 4 .0 1 6 .2 %1 ,3 6 3 ,4 2 7 8 .4 %3 1 04 ,0 0 0 -4 ,9 9 9

1 2 .7 2 2 .5 1 1 .9 %1 ,0 0 0 ,4 7 3 7 .9 %2 9 33 ,0 0 0 -3 ,9 9 91 0 .7 2 1 .7 9 .3 %7 8 2 ,4 5 4 7 .8 %2 8 82 ,5 0 0 -2 ,9 9 9

1 0 .9 2 0 .8 8 .1 %6 7 6 ,5 1 3 8 .0 %2 9 62 ,0 0 0 -2 ,4 9 9

1 1 .3 1 9 .7 9 .0 %7 5 8 ,0 9 9 1 2 .1 %4 4 71 ,5 0 0 -1 ,9 9 91 3 .0 1 8 .3 7 .7 %6 4 8 ,9 6 5 1 4 .8 %5 4 91 ,0 0 0 -1 ,4 9 91 1 .3 1 6 .8 5 .8 %4 9 0 ,0 1 9 1 8 .3 %6 8 05 0 0 -9 9 92 0 .8 1 4 .0 1 .6 %1 3 7 ,6 4 9 1 2 .0 %4 4 4< 5 0 0

A v e ra g eA g e

(Y e a rs )

A v e ra g eS p e d

(K n o ts )%

T o ta l C a p a c ity

(T E U )%N o . o f V e s s e ls

S iz e R a n g e (T E U )

W o rld c o n ta in e rs h ip fle e t b y s iz e ra n g e (A t A p r il 2 0 0 6 )

1 1 .6 1 9 .6 1 0 0 .0 %8 ,3 9 2 ,8 5 41 0 0 .0 %3 ,7 0 7T o ta l

1 .0 2 5 .3 6 .2 %5 2 3 ,1 2 2 1 .7 %6 28 ,0 0 0 +

4 .1 2 5 .0 3 .7 %3 0 9 ,0 3 2 1 .1 %4 27 ,0 0 0 -7 ,9 9 9

4 .7 2 5 .2 6 .8 %5 7 4 ,7 5 2 2 .4 %8 96 ,0 0 0 -6 ,9 9 9

4 .3 2 5 .2 1 3 .4 %1 ,1 2 8 ,3 4 9 5 .6 %2 0 75 ,0 0 0 -5 ,9 9 97 .1 2 4 .0 1 6 .2 %1 ,3 6 3 ,4 2 7 8 .4 %3 1 04 ,0 0 0 -4 ,9 9 9

1 2 .7 2 2 .5 1 1 .9 %1 ,0 0 0 ,4 7 3 7 .9 %2 9 33 ,0 0 0 -3 ,9 9 91 0 .7 2 1 .7 9 .3 %7 8 2 ,4 5 4 7 .8 %2 8 82 ,5 0 0 -2 ,9 9 9

1 0 .9 2 0 .8 8 .1 %6 7 6 ,5 1 3 8 .0 %2 9 62 ,0 0 0 -2 ,4 9 9

1 1 .3 1 9 .7 9 .0 %7 5 8 ,0 9 9 1 2 .1 %4 4 71 ,5 0 0 -1 ,9 9 91 3 .0 1 8 .3 7 .7 %6 4 8 ,9 6 5 1 4 .8 %5 4 91 ,0 0 0 -1 ,4 9 91 1 .3 1 6 .8 5 .8 %4 9 0 ,0 1 9 1 8 .3 %6 8 05 0 0 -9 9 92 0 .8 1 4 .0 1 .6 %1 3 7 ,6 4 9 1 2 .0 %4 4 4< 5 0 0

A v e ra g eA g e

(Y e a rs )

A v e ra g eS p e d

(K n o ts )%

T o ta l C a p a c ity

(T E U )%N o . o f V e s s e ls

S iz e R a n g e (T E U )

W o rld c o n ta in e rs h ip fle e t b y s iz e ra n g e (A t A p r il 2 0 0 6 )

50.0%8392419316336147513241042Total

255.6%5231337121654193803618,000+21.0%3096500036297,000-7,999

76.2%57543804021591926,000-6,999

33.2%1128374011165118805,000-5,999

51.2%13636980562872271284,000-4,99921.2%10002120459102473,000-3,999

54.7%7824280311351341282,500-2,999

8.4%6775700734162,000-2,499

31.9%7582420189589401,500-1,999

27.3%649177045656611,000-1,499

32.9%49016147365559500-999

2.9%138400121

9

Drewry Shipping Consultants

4.

100%

5.

1990 Tanjung Pelepas

6.

( 6)

6

1997 Hanjin DSR Senator

CP Ships Likes Lines Contship

NOL APL

1998 P&O Nedlloyd P&ON

P&ON Blue Star Lines

CP Ships Ivaran Lines ANZDL

Hamburg Sud Alianca South Seas

Steamship

Evergreen Lloyd Triestino

DAmico Italia Line

1999 AP Moller Sea-Land Safmarine 2000 CP Ships Christensen Canadian African

10

P&ON Tasman Express

CSAV Companhia Libra

Montemar

Hamburg Sud Transroll Intem

Lines

CSAV Norasia

P&ON Farrell Lines Harrison Line

Grimaldi ACL 40%

2001 Grimaldi ACL 90%

Tropical Shipping Kent Line

CSAV CCNI 26%

2002 CP Ships Italia di Navigazione

AP Moller Torm Lines

Wan Hai Trans Pacific Lines

2003 AP Moller SCF Oriental Lines

Hamburg Sud Kien Hung Shipping

2004 Castle Harlan Horizon Lines

2005 AP Moller P&ON

Hapag-Lloyd CP Ships

2006 ?

7.

7

7 Alliance Member Total TEUs Total Ships

CKYH Coscon, K Line, Yang Ming, Hanjin

1,208,267 381

Grand Alliance Hapag Lloyd, NYK, OOCL, MISC

1,091,084 346

New World Alliance APL, MOL,Hyundai 758,081 233

AXS Liner

AP Moller 569 173

TEU CKYH 381 120 TEUGrand Alliance 3465

109 TEU TNWA 233 75

11

67

BP

1591 75.05

70.44 71.01 66.86 .

76.43 67.33

VLCC

VLCC

WS122.5

WS 140

WS120

WS115 WS 140

WS108

SUEZMAX

SUEZMAX

WS150 WS 190

65

WS210 9 6 WS160

AFRAMAX

AFRAMAX

WS 190 WS 180 WS 245

WS247 WS 140

WS 163

12

(Baltic Clean

Tanker Index) 1341 55,000

WS 285 38,000

WS 250

Baltic Spot Rates(Crude Oil) Baltic Clean Rates

TANKER MARKET WS RATE AUGUST/2006

DIRTY TYPE 4-AUG 11-AUG 18-AUG 25-AUG

MEG / WEST VLCC 87.5 95.0 100.0 100.0

MEG / JAPAN VLCC 122.5 120.0 140.0 140.0

WAF / USG VLCC 115.0 120.0 140.0 140.0

WAF / USAC 130,000 150.0 170.0 200.0 190.0