Business Monitor International


Australia Shipping Report

Published 20 November 2014

  • 120 pages
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  • Includes 3 free updated quarterly reports
 
$1,295.00
Australia Shipping Report

In 2015, we expect to see a not too dissimilar growth picture than 12 months previous across the country's major ports. Welcome news does arrive from the fact that we have revised up our real GDP growth forecast estimate for 2014 to 2.8% from 2.3% previously, given the stronger-than-expected growth rate seen in H1 2014, but we do expect growth to slow to 2.3% in 2015 as a weakness in external demand becomes more pronounced. This will temper any gains made in the Australian shipping sector this year.

Leading the way in terms of year-on-year (y-o-y) tonnage growth will be the port of Fremantle (at 3.40%), which will also come in top of box throughput - 3.70% and slightly ahead of the port of Sydney (3.60%). The port of Melbourne will finally see positive growth return after two years of stagnation.

Australian real GDP came in at 1.9% quarter-on-quarter (q-o-q) annualised in Q2 2014, slightly higher than consensus expectations but nonetheless marking a slowdown in growth from the strong growth seen in Q1 2014. Given the stronger-than-expected growth rate seen in H1 2014, we are revising up our real GDP growth forecast for 2014 to 2.8% from 2.3% previously. We remain below consensus (3.0%), however, and expect domestic and external economic weaknesses to continue to result in a slowdown in growth, with our 2015 forecast remaining at 2.3%.

Headline Industry Data

  • 2015 port of Melbourne tonnage throughput forecast to grow 1.60%.

  • 2015 port of Melbourne container throughput forecast to rise 1.10%.

  • 2015 port of Sydney tonnage throughput forecast to increase 1.42%.

  • 2015 port of Sydney container throughput forecast to increase 3.60%.

  • 2015 port of Brisbane tonnage throughput forecast to rise 2.60%.

  • 2015 port of Brisbane container throughput forecast to grow 3.00%

  • 2015 total trade growth forecast to grow by 3.34%.

Key Developments

Toll Wins Marine Logistics Contract

Chevron Australia has chosen Toll Group to provide logistics support for the...

Table of Contents

BMI Industry View
7
SWOT
10
Shipping
10
Political
13
Economic
14
Business Environment
15
Industry Forecast
17
Port Of Melbourne Throughput
17
Port Of Sydney Throughput
21
Table: Major Port Data, 2011-2018
26
Table: Trade Overview, 2011-2018
27
Table: Key Trade Indicators, 2011-2018
28
Table: Top Import Destinations, 2004-2012, USDmn
30
Table: Top Export Destinations, 2004-2012, USDmn
31
Market Overview
32
Australia Container Shipping Market Overview
32
Industry Trends And Developments
38
Company Profile
44
Australian National Lines
44
Shipping - Global Industry View
48
Container Demand:
48
Container Supply:
55
Container Rates:
61
Global Company Strategy
65
Maersk Line
65
Mediterranean Shipping Company (MSC)
78
CMA CGM
83
Evergreen Line
93
COSCO Container Lines Company (COSCON)
100
Macroeconomic Forecasts
107
Monetary Easing Can Only Do So Much
108
Weaker AUD To Provide Some Reprieve
109
Table: Australia - Economic Activity
110
Demographic Forecast
111
Table: Australia's Population By Age Group, 1990-2020 ('000)
112
Table: Australia's Population By Age Group, 1990-2020 (% of total)
113
Table: Australia's Key Population Ratios, 1990-2020
114
Table: Australia's Rural And Urban Population, 1990-2020
114

The Australia Shipping Report has been researched at source and features latest-available data and Business Monitor International (BMI)'s independent forecasting, critically analysing international transport of dry bulk and containers. The report evaluates the global commodities and trade backdrop, alongside in-depth country-specific analysis of trade prospects. The report also contains company profiles covering leading multinational and national shipping companies and analysis of latest industry news, trends and regulatory developments in Australia.

BMI's Australia Shipping Report provides industry professionals and strategists, sector analysts, business investors, trade associations and regulatory bodies with independent forecasts and competitive intelligence on the shipping industry in Australia.

Key Benefits

  • Benchmark BMI's independent shipping industry forecasts for Australia to test other views - a key input for successful budgeting and strategic business planning in the Australian shipping market.
  • Target business opportunities and risks in Australia through our reviews of latest industry trends, regulatory changes and major deals, projects and investments.
  • Exploit the latest competitive intelligence and company SWOTS on your competitors and peers including multinational and national companies.

Coverage

BMI Industry View

Summary of BMI's key industry forecasts, views and trend analysis covering shipping, major investments and projects and significant multinational and national company developments.

SWOT Analysis

SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis of the state's shipping sector, which carefully evaluates the short- and medium-term issues facing the industry.

Market Overview

Analysis of the capacity, terminals and planned development of the major ports in each country, including data on throughput and total tonnage.

Industry Forecast Scenario

Historic data series (2008-2012) and forecasts to end-2018 for all key industry and macroeconomic indicators (see list below), supported by explicit assumptions, plus analysis of key downside risks to the main forecast, including:

Major port freight throughput (tonnes/teu); overall freight throughput (teu); total imports (US$bn) and exports (US$bn).

Company Profiles

Company profiles include business activities, leading products and services, company strategy, trends and developments and economic performance analysis.

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Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc