SeaIntel Maritime Analysis

Highlights Upcoming
Asia-North Europe 12 weeks
Tradelane Capacity Outlook In the Asia-North Europe trade lane the weekly capacity decreases significantly in week 14, and
increases significantly in week 15. On the backhaul, the weekly capacity decreases significantly in week
2.7% Y/Y
07 April 2017 19, and increases drastically in week 21 and 24.

Asia-Mediterranean
Week 14-25 In the Asia-MED trade lane the weekly capacity decreases significantly in week 14, as only 12 sailings are
planned for this week. On the backhaul, the weekly capacity increases significantly in week 14, and 0.4% Y/Y
decreases drastically in week 18.

Asia-USEC
In the Asia-USEC trade lane the weekly capacity decreases significantly in week 15 and 16, and increases
5.9% Y/Y
drastically in week 14 and 24.

Asia-USWC
In the Asia-USWC trade lane the weekly capacity decreases significantly in week 14, and increases
drastically in week 16. On the backhaul, the weekly capacity increases significantly in week 15 and 19,
-2.0% Y/Y
and decreases drastically in week 16 and 20.

Asia-East Coast South America

In the Asia-ECSA trade lane the weekly capacity decreases drastically in week 21, and increases
-0.2% Y/Y
Content significantly in week 23. On the backhaul, the capacity increases significantly in week 14, as four sailings
are planned for that week.

Asia - North Europe East – and Westbound Page 2 USEC-East Coast South America
In the USEC-ECSA trade lane the weekly capacity fluctuates between 23,000-25,000 TEU, apart from a
Asia - Mediterranean East – and Westbound Page 3 drastic decrease in week 15. In the ECSA-USEC trade lane the capacity increases drastically in week 18, -0.3% Y/Y
and decreases significantly in week 19.
Transpacific Eastbound Page 4
North Europe-East Coast South America
Asia – East Coast South America East – and Westbound Page 5 In the North Europe-ECSA trade lane the weekly capacity increases significantly in week 14, as five
5.9% Y/Y
sailings are planned for this week. In the ECSA-North Europe trade lane the weekly capacity is stable
USEC - East Coast South America South – and Northbound Page 6
around 24,000 TEU, apart from a drastic increase in week 16.

North Europe - East Coast South America South – and Northbound Page 7
North Europe-USEC
North Europe - USEC East – and Westbound Page 8 In the North Europe-USEC trade lane the weekly capacity increases drastically in week 14 and 15, and 7.5% Y/Y
decreases significantly in week 20 and 21. In the USEC-North Europe trade lane the weekly capacity
Mediterranean - USEC East – and Westbound Page 9 decreases significantly in week 14, and increases drastically in week 17.

Europe - USWC East – and Westbound Page 10 Mediterranean-USEC

In the MED-USEC trade lane the weekly capacity decreases significantly in week 18, and increases 14.4% Y/Y
USWC - Asia Page 11 drastically in week 19. In the USEC-Mediterranean trade lane the weekly capacity increases drastically in
week 14 and 15, and decreases significantly in week 22.

Europe-USWC
In the Europe-USWC trade lane the weekly capacity decreases drastically in week 22 and 24, and
increases significantly in week 25. In the USWC-Europe trade lane the weekly capacity decreases -1.1% Y/Y
significantly in week 17 and 19, as only one sailing is planned for these weeks.
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Asia-North Europe North Europe-Asia
!!!!: Please note that we have included all the services for the Ocean Alliance (FAL1, FAL2, FAL3, FAL5, FAL6, 04-04-17: Hapag Lloyd have announced a 1525 USD/TEU rate level effective from May 1
FAL7), and all the services for The Alliance (FE1, FE2, FE3, FE4, FE5). Further, we have added the 16-03-17: Hamburg Sud will start taking slots on the following 2M services starting from April:
AE7/Condor service operated by 2M. AE5/Albatross, AE6/Lion, AE2/Swan, AE1/Shogun, AE7/Condor.
05-04-17: Maersk Line and Hapag Lloyd have announced a 950-1200 USD/TEU rate level effective from 16-03-17: Port of Singapore reports February volumes to be up 3.4% Y/Y to 2.3 million TEU
April 15
15-03-17: Port of Shanghai reports February volumes to be up 2.3% Y/Y to 2.65 million TEU
26-03-17: Port of Gdansk reports February volumes to be down 21.1% Y/Y to 90,456 TEU
16-03-17: Port of Hong Kong reports February volumes to be up 26.3% Y/Y to 1.44 million TEU
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Asia-Mediterranean
!!!!: Please note that we have included all the services for the Ocean Alliance (FEM, MEX2, BEX2, BEX,
MEX1), and all the services for The Alliance (MD1, MD2, MD3). Further, the new ZMP service operated by
ZIM has been added to the below figures.
05-04-17: Hapag Lloyd have announced a 1750 USD/TEU rate level effective from April 15
27-03-17: Port of Valencia reports February volumes to be down 23.3% Y/Y to 299,471 TEU
22-03-17: Port of Algeciras reports February volumes to be down 17.1% Y/Y to 292,919 TEU
16-03-17: Hamburg Sud will start taking slots on the following 2M services starting from April:
AE20/Dragon, AE11/Jade.
Mediterranean-Asia
29-03-17: Port of Tanger Med reports February volumes to be up 11.8% Y/Y to 230,000 TEU
28-03-17: CMA CGM have announced a 1500 USD/TEU rate level effective from April 15, and Maersk Line
have announced a range of 215-1540 USD/TEU rate levels effective from April 16
28-03-17: Port of Damietta reports February volumes to be up 31.4% Y/Y to 87,800 TEU
16-03-17: Port of Singapore reports February volumes to be up 3.4% Y/Y to 2.3 million TEU
16-03-17: Port of Hong Kong reports February volumes to be up 26.3% Y/Y to 1.44 million TEU
15-03-17: Port of Shanghai reports February volumes to be up 2.3% Y/Y to 2.65 million TEU
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Asia-USEC
!!!!: Please note that we have included all the services for the Ocean Alliance (NUE, AUE, PEX3, GME, SAX,
PE1, PE2), and all the services for The Alliance (EC1, EC2, EC3, EC4, EC5). Further, we have added the
TP16/Emerald service operated by 2M and the Z7S service operated by Zim.
28-03-17: Port of NY/NJ reports February volumes to be up 1.2% Y/Y to 507,066 TEU
28-03-17: Maersk Line have announced a 600 USD/FFE GRI effective from April 16, and Hapag Lloyd have
announced another 700 USD/FFE GRI effective from April 20
24-03-17: Maersk Line will take slots on the Asia-USEC leg of the PE1 pendulum service from the Ocean
Alliance
21-03-17: Port of Virginia reports February volumes to be down 0.2% Y/Y to 220,726 TEU
Asia-USWC
!!!!: Please note that we have included all the services for the Ocean Alliance (TPS, CPS, HTW, CEN, AAC,
TPN, NP1, PNW1, PVCS, PRX, PCC1, PE1, PE2), and all the services for The Alliance (PN1, PN2, PN3, PS1,
PS2, PS3, PS4, PS5, PS6, PS7, PS8). Further, we have added the PS1, PS2 and PN2 services operated by
HMM, the CPX service operated by SM Lines, the ZMP service operated by Zim, the CPS I/AC5 and
CPSII/ACS services operated by Wan Hai and PIL.
27-03-17: Westwood Shipping have announced a 420 USD/FFE GRI effective from May 1
17-03-17: Port of Oakland reports February volumes to be down 7.0% Y/Y to 174,906 TEU
13-03-17: 2M will be slot charterers on the PS2 service operated by HMM, branding it as TP7/Lotus
09-03-17: Port of Long Beach reports February volumes to be down 11.2% Y/Y to 498,311 TEU
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Asia-ECSA ECSA-Asia
04-04-17: Maersk Line have announced a of 2800-2900 USD/TEU rate levels, and Hapag Lloyd, Hamburg 16-03-17: Port of Singapore reports February volumes to be up 3.4% Y/Y to 2.3 million TEU
Sud and MOL have announced a 500-750 USD/TEU GRI, all effective from April 15 15-01-17: Port Klang reports 2016 volumes to be up 10.8% Y/Y to 13.2 million TEU
16-03-17: Port of Hong Kong reports February volumes to be up 26.3% Y/Y to 1.44 million TEU
15-03-17: Port of Shanghai reports February volumes to be up 2.3% Y/Y to 2.65 million TEU
 SeaIntel Maritime Analysis
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USEC-ECSA ECSA-USEC
21-03-17: Port of Virginia reports February volumes to be down 0.2% Y/Y to 220,726 TEU 28-03-17: Port of NY/NJ reports February volumes to be up 1.2% Y/Y to 507,066 TEU
07-03-17: Port of Boston reports January volumes to be up 19.4% Y/Y to 24,187 TEU 02-03-17: Port of Savannah report January volumes to be up 16.2% Y/Y to 331,468 TEU
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North Europe-ECSA ECSA-North Europe
26-03-17: Port of Gdansk reports February volumes to be down 21.1% Y/Y to 90,456 TEU 03-04-17: Maersk Line have announced a multitude of rate levels ranging from 400-450 USD/TEU
07-02-17: Port of Saint Petersburg reports 2016 volumes to be up 1.8% Y/Y to 1.74 million TEU effective from May 1
07-02-17: Port of Klaipeda reports 2016 volumes to be up 12.9% Y/Y to 443,312 TEU
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North Europe-USEC USEC-North Europe
!!!!: Please note that we have included all the two services for the Ocean Alliance (TAE, EUG), and all the 21-03-17: Port of Virginia reports February volumes to be down 0.2% Y/Y to 220,726 TEU
five services for The Alliance (AL1, AL2, AL3, AL4, AL5). 07-03-17: Port of Boston reports January volumes to be up 19.4% Y/Y to 24,187 TEU
28-03-17: Port of NY/NJ reports February volumes to be up 1.2% Y/Y to 507,066 TEU 02-03-17: Port of Savannah report January volumes to be up 16.2% Y/Y to 331,468 TEU
26-03-17: Port of Gdansk reports February volumes to be down 21.1% Y/Y to 90,456 TEU
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Mediterranean-USEC USEC-Mediterranean
!!!!: Please note that we have included the AL6 service from The Alliance. Moreover, the Amerigo/MENA 28-03-17: Port of Damietta reports February volumes to be up 31.4% Y/Y to 87,800 TEU
service previously operated by O3, will from April 1st continue as an Ocean Alliance service. 27-03-17: Port of Valencia reports February volumes to be down 23.3% Y/Y to 299,471 TEU
29-03-17: Port of Tanger Med reports February volumes to be up 11.8% Y/Y to 230,000 TEU 21-03-17: Port of Virginia reports February volumes to be down 0.2% Y/Y to 220,726 TEU
28-03-17: Port of NY/NJ reports February volumes to be up 1.2% Y/Y to 507,066 TEU 07-03-17: Port of Boston reports January volumes to be up 19.4% Y/Y to 24,187 TEU
22-03-17: Port of Algeciras reports February volumes to be down 17.1% Y/Y to 292,919 TEU 02-03-17: Port of Savannah report January volumes to be up 16.2% Y/Y to 331,468 TEU
14-03-17: Zim will take slots on the AL6 service from The Alliance, and it will brand it as ZCI
 SeaIntel Maritime Analysis
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Europe-USWC USWC-Europe
05-04-17: CMA CGM have announced a 1450 USD/TEU rate level effective from May 1 27-03-17: Port of Valencia reports February volumes to be down 23.3% Y/Y to 299,471 TEU
29-03-17: Port of Tanger Med reports February volumes to be up 11.8% Y/Y to 230,000 TEU 22-03-17: Port of Los Angeles reports February volumes to be down 12.4% Y/Y to 625,381 TEU
17-03-17: Port of Oakland reports February volumes to be down 7.0% Y/Y to 174,906 TEU 09-03-17: Port of Long Beach reports February volumes to be down 11.2% Y/Y to 498,311 TEU
06-03-17: Port of Prince Rupert reports January volumes to be up 11.6% Y/Y to 66,035 TEU
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USWC-Asia Methodology
The outlook is based on ocean carriers’ published schedules including individual vessel names.
22-03-17: Port of Los Angeles reports February volumes to be down 12.4% Y/Y to 625,381 TEU Additionally, new information pertaining to changes in schedules not yet reflected on ocean carriers’
17-03-17: Port of Oakland reports February volumes to be down 7.0% Y/Y to 174,906 TEU websites are also taken into account. Where carrier schedules do not extend a full 12 weeks into the
future, and no information indicate a change in service, it is assumed that the current service rotation,
16-03-17: Port of Singapore reports February volumes to be up 3.4% Y/Y to 2.3 million TEU
including current vessels, is maintained unchanged.
16-03-17: Port of Hong Kong reports February volumes to be up 26.3% Y/Y to 1.44 million TEU
09-03-17: Port of Long Beach reports February volumes to be down 11.2% Y/Y to 498,311 TEU Capacity is based on the nominal capacity of the individual named vessels deployed. In cases where the
vessel name is not yet published by the carrier, we assume deployment of a vessel matching the average
06-03-17: Port of Prince Rupert reports January volumes to be up 11.6% Y/Y to 66,035 TEU
size of vessels currently used in the rotation.

For most trades, capacity is allocated to the week of last departure port from the trade region in
question. The exception is Asia-Europe where capacity is calculated on the basis of the transit date
through Suez less 3 weeks, and on the back haul from Europe to Asia it is on the basis of Suez less 1
week.

Data published each week on Friday is based on data collection during Tuesday to Thursday of the same
week.

Data separation into individual carriers and alliances is mainly based on groupings controlling the
majority of their own capacity, with no additional main slot partners. A few exceptions are included, and
details are available upon request.

Disclaimer
All information contained in this report is believed to be accurate and reliable. Because of the possibility
of human and mechanical error as well as other factors, this information is provided "as is" without
warranty of any kind and no representation or warranty, expressed or implied, is made, nor should any
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information.

The data has been provided to you by:

CEO and Partner, Mr. Alan Murphy – Alan.Murphy@seaintel.com
Shipping Analyst, Mr. Giulio Gentilezza– G.Gentilezza@seaintel.com

SeaIntel Maritime Analysis

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