competitive dynamics for carriers - rdwebaapa.files.cms-plus.com/2018seminars/terminaltraining/dr...
TRANSCRIPT
Dr. Noel HacegabaDeputy Executive Director
AAPA Marine Terminal Management TrainingLong Beach • October 1, 2018
Competitive Dynamics for Carriers: Competition & Cooperation in the Container Market
Outline
• Ocean Carrier market trends
• Shipping Line Alliance evolution
• Port Authority role and investments
• Q&A
2AAPA MTMT: Competitive Dynamics for CarriersDr. Noel Hacegaba: October 1, 2018
Carrier Financial
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Freight Rates
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-
200
400
600
800
1,000
1,200
$-
$500
$1,000
$1,500
$2,000
$2,500
$3,000
$3,500
$4,000
1/1/2016…
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ex
$/F
EUSCFI (USWC/USEC/Comprehensive Index)
USWC ($/FEU) USEC ($/FEU) Comprehensive Index
AAPA MTMT: Competitive Dynamics for CarriersDr. Noel Hacegaba: October 1, 2018
Fuel Prices
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Vessels on Order
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Vessel Utilization
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Vicious Cycle
Overcapacity
Rate pressure
Build bigger ships
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INDEPENDENT CARRIERS
2M+HALLIANCE
THE ALLIANCE
OCEAN ALLIANCE
Current Alliance Structure
AAPA MTMT: Competitive Dynamics for CarriersDr. Noel Hacegaba: October 1, 2018
Adapting to the new norm...
AAPA MTMT: Competitive Dynamics for CarriersDr. Noel Hacegaba: October 1, 2018
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Adapting to the new norm...
AAPA MTMT: Competitive Dynamics for CarriersDr. Noel Hacegaba: October 1, 2018
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Terminal Investment...
AAPA MTMT: Competitive Dynamics for CarriersDr. Noel Hacegaba: October 1, 2018
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Roadway Investment...
AAPA MTMT: Competitive Dynamics for CarriersDr. Noel Hacegaba: October 1, 2018
Rail Investment...
AAPA MTMT: Competitive Dynamics for CarriersDr. Noel Hacegaba: October 1, 2018
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Port’s Role in Optimizing Operations-Facilitating communication and collaboration-Enabling innovation and information-sharing-Enhancing velocity and reliability-Creating value for the end-user
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Free Flow(Peel Off)
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Reservation System(Appointments)
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ITS/Advent: Predictive Availability
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PCTOCEAN
LBCTOCEAN
WBCT SouthOCEAN
GGSOCEAN
ETSOCEAN
APMT2M+H
TTI2M+H
YTITHEA
WBCT NorthTHEA
TraPacTHEA
Pier ASSA
Pier CMatson
ITSTHEA
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POLB.com/subscribe
@PortofLongBeach @PortofLongBeach@PortofLB
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DR. NOEL HACEGABA
DEPUTY EXECUTIVE DIRECTOR