2016 Business Review

AGENDA

• Americas Market Outlook 2016

• Forecasting to Finish this Year Strong

• Ways to help DB Schenker Grow

• SeaLand Network
Americas Market Outlook 2016
The main challenges for the next months in Latin America are maintaining and expanding
the socio-economic improvements of the past 5 years, and recovering the stagnant
economy. During this time, the US – with a stable economy - will remain the key player of
this region.

% Average GDP Growth

2014 2015 *2016
Brazil 0.3 1.4 -3.0
Chile 2 3.3 1.3
Mexico 2.4 3.5 2.4
USA 2.2 3.1 2.0
Colombia 4.8 4.5 2.7
*2016 Projection

• Cuba? Mercosul? Argentina?

Sources: FocusEconomics: Central America & Caribbean and World Bank, OECD, United Census Bureau
Forecasting to Finish the Year Strong
2500 TOP 20 CORRIDORS
FFE Dep Year
Corridor name 2016 2015 2014
1,900 2,036 CALLAO - SAN ANTONIO 19 368 693
2000 VERACRUZ - MANZANILLO 97 208 281
BUENAVENTURA - BALBOA 95 83 109
NORFOLK - MANZANILLO 103 174 6
1,619 PUERTO QUETZAL - BALBOA 127 80 11
SAN VICENTE - LAZARO CARDENAS 11 30 134
1500 MANZANILLO - CALLAO 3 111 56
MANZANILLO - BUENAVENTURA 12 20 98
MANZANILLO - BALBOA 30 47 29
1,069
1,300 PHILADELPHIA - BUENAVENTURA 21 36 32
1000 NAVEGANTES - HOUSTON 64
CALLAO - LA GUAIRA 28 36
CARTAGENA - PUERTO CABELLO 34 25 3
NAVEGANTES - ALTAMIRA 16 41
LAZARO CARDENAS - SAN ANTONIO 10 16 32
500
CORINTO - LAZARO CARDENAS 43
BUENAVENTURA - PUERTO CALDERA 15 18 10
BUENAVENTURA - PUERTO CABELLO 19 22
NEW ORLEANS - SANTA MARTA (MAGDALENA) 38 1
0 SANTOS - BUENAVENTURA 6 23 10
2016 2015 2014
 Ways to help DB Schenker reach 50x40’/week ROY

• Intra CAR / CAM

- Focus on increasing NAM exports from both East and Gulf coasts to Central America and Caribbean.
- Looking for more Mexico export opportunities.
- Caribbean and Central America: looking for growing opportunities.
- Space from Central America to Colombia for new business.
- Open for opportunities in ports: Aruba, Curacao, Rio Haina and Freeport.

• Intra Pacific
- Looking for more support from West Coast South America to Manzanillo, MX, Central America and
West Coast South America to Los Angeles.

• Pacific Canal Crossing

- We need more support from Colombia North coast to WCSA and WCSA to Venezuela.

• East Coast South America

- Requesting more support on Gulfex service (SB).
- Strong service into Paranagua and Manaus.
- Would like more support on the USA Mid-west to Brazil business.
Ways to help DB Schenker reach 50x40’/week ROY

• TP18 for US Gulf > WCSA mainly

• Fastest product Colombia>Philadelphia

• ATLANTICO (Mexico > USA)

 SeaLand Atlantico - a fresh
alternative to sourcing from Mexico

• Direct, all water service

• 6 days between Altamira and Philadelphia
• Alternative to truck based transportation
• Addresses trucker shortage, border bottlenecks
• Reduces CO2 emissions, trucks on road

”The 2,100-mile, nonstop, six-day water

route from Altamira to Philadelphia is much
more cost-effective than transport by truck,
is more environmentally friendly, and burns
a lot less fuel”

Craig Mygatt, SeaLand CEO

 Advantage Truck Ocean
Economies of scale √
Environmental friendly √

Flexibility √
Stable Supply Chain √
Safety √
Speed √

• Joint meeting with Mexico>Northeast (cross boarder)

• Is there a competitor we need to tackle?
Bringing personal connection
to the Americas