AAPA Planning for Shifting Trade Perspectives on Infrastructure Investment. Marianela Dengo - De Obaldía Manager, Strategic Relations February 2017

Transcription

1 AAPA Planning for Shifting Trade Perspectives on Infrastructure Investment Marianela Dengo - De Obaldía Manager, Strategic Relations February 2017

2 The Expanded Panama Canal

3 First drybulk transit: Carouge 177,000 DWT Beam m Aegean Unity First transit of Suezmax Oil Tanker Vessel

4 Container vessel Barge, Not self prop. Neopanamax Locks Vessels Transits and Booking Reservations LPG LNG Drybulk RoRo Tanker/Oil Panamax Transits (from 26-Jun-2016 to 31-Jan-2017) 25; 2.8% 19; 2.1% 5; 0.6% 1; 0.1% 76; 8.5% 148; 16.5% 224; 25.0% 0% 10% 20% 30% 40% 50% Updated as of 31-Ene-2017 (inclusive) 397; 44.4% 747 Px NPx Total Container vessel LPG LNG Drybulk Passengers Passengers Container vessel LPG LNG Drybulk Reservations for FY2017 (from 01-Feb-2017 to 30-Sep-2017) 1; 0.6% 1; 0.6% 0; 0.0% 0; 0.0% 0; 0.0% 0; 0.0% 32; 19.8% 18; 11.1% 110; 67.9% 0% 20% 40% 60% 80% Reservations for FY2018 (from 1-Oct-2017 to 30-Sep-2018) 162 TRANSITS RESERVATIONS 18; 100.0% 18 TRANSITS RESERVATIONS 0% 50% 100% 150%

5 Liner Services Connectivity of Panama Vancouver Seattle Vostochniy Tokyo Yokohama Nagoya Busan Kobe Oakland Los Angeles Long Beach Ensenada Shanghai Ningbo Hong Kong Chiwan Bremerhave Tilbu Rotterdam n Southampto Dunkirk ry Le Havre n Halifax Boston New York Philadelphia Norfolk Wilmington (NC) Charleston Savannah Jacksonville Housto Mobile Port Everglades n Mia mi Manzanillo, Mex Commercial Route Callao Mejillones Noumea Sydney Melbourne San Antonio Auckland Tauranga Napier Chalmers Source: ACP MEMN, Compair Data, October 2016 San Vicente Coronel Commercial Route No. of Services Feeder Services Atlántico Feeder Services Pacífico Total Annual No. of Capacity in Vessels one direction 2,508, ,031, ,540, No. of Services Annual Capacity in one direction No. of Vessels Average Vessel Size Neopanamax Port of Spain Guayaqui l Papeete Geno a Leghorn Cagliari Tanger Med Kingston P. Caucedo Cristobal Cartagena Manzanillo Manzanillo Balboa Buenaventura Singapore Barcelona Valencia Sines Average Vessel Size 2,469 6,483 Asia - USEC WCSA - Europe Asia Caribbean WCUS Europe Sub-Total Panamax ,096, , , , ,286 4,500, ,054 8,899 9,000 8,645 Asia USEC / Gulf 5 1,227, ,733 WCSA Europe 7 1,085, ,115 WCUS Europe Pendulum WCSA USEC 2 396, , , ,816 4,915 2,336 Australia USEC 1 177, ,418 Australia Europe Sub-Total Total 1 73, ,445,672 7,946, ,825 3,878 5,685

6 Liner Services Deployed Capacity Local Port Calls and Panama Canal Transits April 2016 October 2016 Transit 31% Transit 23% Transit and transshipment 69% Transit and transshipment 77% Annual Capacity in TEUs Two ways Annual Capacity in TEUs Two ways Transit and transshipment Transit and no transshipment 8,389,757 3,778,751 Transit and transshipment 10,336,538 Transit and no transshipment 3,061,842 Total 12,168,508 Total 13,398,380 Source: Compairdata/MEMN, October, 2016

7 The Panama Canal It s all about Reliability, Connectivity, and Value Added Services ASIA Savannah, Charleston, Norfolk Houston 3-4 days Lazaro Cardenas (Mexico) 3-4 days PANAMA Approximately 18 to 20 days at 18 knots Callao (Peru) 3-4 Days San Antonio (Chile) 5-6 Days Caucedo (Dominican Rep.) Kingston (Jamaica) 1-2 days Cartagena (Colombia) Less than 1 day Santos (Brazil) Days 80% of container vessels that transit the Panama Canal call at a local port

8 Impact of the Panama Canal Expansion 1 Panama Canal Strengthens its service offer by improving route competitiveness 5 Panama Logistics Hub Panama Canal Diversification Strategy Liners Increases flexibility and productivity of their 2 Neopanamax vessel services 4 Supply Chain Savings in transport costs, new logistics centers, road, rail and air transport investments Local and Regional Ports Development and investment plans of 3 port terminals to service the Neopanamax market

9 Diversification Strategy Areas with development potential Corozal Container Terminal New container terminal to serve more than 5MM TEU. Logistics Park Offers a strategic location for distribution and value-added activities. Bunkering Roll-on Roll-off Terminal Potential for a dedicated terminal for vehicle transshipment in Panama Opportunities to obtain a larger market share in vessel bunkering. LNG Terminal Capitalizes on global LNG flows by offering LNG bunkering to vessels. Competitive LNG traffic toll system will support U.S. to Asia market. Pipelines Opportunities related to the flow of petrochemicals and refined products from one ocean to the other. Vessel Repairs Services Facilities to provide major scheduled ship repairs, routine maintenance or emergency repairs. Top-Off Operations Potential for developing a ship-to-ship top-off operation in Panama. Power Generation Cost-competitive through the use of LNG as alternate fuel source.

10 PHASE 2 52 hectares 2.1 million TEUs 12 cranes 25 E-RTGs PHASE 1 67 hectares 3.2 million TEUs 20 cranes 49 E-RTGs $1 Billion Construction: Operation: Phase I: 1,300 jobs Phase II: 800 jobs Phase I: 2,600 Phase II: 1,200 Contribution: $25 - $100 ( ) Added-value to the Route: $60 70 M/annually NEW CONTAINER TERMINAL IN COROZAL

11 Pre-qualified Port Operators

12 Centennial Bridge Connectivity of 1,200 Hectares Howard airport Two world class ports Interoceanic waterway (13,000 vessels a year) Two existing bridges (a third is under construction) Panama City Howard airport Two Ports at the Pacific Entrance New Bridge Las Américas Bridge

13 1200 HECTARES AGRIBULK BIOFUELS INDUSTRIAL / LOGISTICS PARK BARGES WAREHOUSES / COLD STORAGES BUSINESS PARK RORO TERMINAL Commercial development of approximately 1,200 hectares of recovered area located on the West Bank of the Panama Canal. Potential creation of a special economic zone for logistics/industrial parks space.

14 Activity: Logistic Parks Centennial Bridge Distribution / Warehousing Port

15 Activity: Food/Perishable Goods Centennial Bridge Industrial Barge Refrigerated Biofuel Agribulk Port

16 Activity: Vehicles and Heavy Equipment Centennial Bridge Industrial Barge Parts Terminal

17 Ro Ro Terminal in Two Phases Focus on vehicles and heavy equipment Mainly a transshipment facility May include accesorization Performing additional geotechnical studies RoRo Phase 1 20 ha RoRo Phase 2 20 ha

18 Five Development Areas Fotovoltaic Island 70 ha Valley 164 ha The Strip 66 ha Rousseau 125 ha Centenario 180 ha Cocolí 24 ha

19 Rendering of Rousseau Area New waterfront area for RoRo terminals, multipurpose terminals

20 Rendering - Cocolí Area Artificial lake and Business Park

21 Rendering Valley Area Logistics & industrial area: warehouses, light industries, etc.

22 Rendering Centennial Area/ barge terminal Business park and barge terminal area

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24 LNG Terminal Analyze the potential market demand for LNG : Supply vessels transiting the Canal and/or arriving Panamanian ports Supply ACP power generation facilities Regional redistribution First LNG vessel transit Maran Gas Apollonia July 25, 2016

25 Long Term View Promote the development of commercial activities that complement Canal operations, with the participation of the private sector _1.WOR NY008RBR Strengthen Panama s maritime and logistics cluster through commercial activities that add value to the Panama canal route.

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