THE LOADSTAR LIVE: COLD CHAIN. October 18, 2017

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1 THE LOADSTAR LIVE: COLD CHAIN October 18, 2017

2 Who we are: Group Port of Cartagena Private terminal operating company, managing 2 Container Terminals in Cartagena Over 23 years of experience One of the last independent TO 2.6 million TEU, which 75% accounts for TS operations Largest capacity in the region under a single company in a single location, 5 million TEU Yearly Revenue: US$ 270 Million + 1,000 direct employees, Non union

3 Close to Panama Canal and major ports of the region, on a challenging neighborhood

4 TíEUS Cartagena Container Throughput Evolution 2017: 2.6 MM TEU X in 10 years Year

5 Cartagena, one of Americas largest hub 75% of the total volume is transshipment, 25% domestic AANZ AGAS SAWC1-3 Hamburg Sud ATEC CAMS Hapag Lloyd CMA-CGM Maersk/Sealand NYK WAMS / PACE ANZ SAWC1-2 ITFS AGAS CTG UCLA About 23% of Caribbean TS Market

6 Cartagena & Colombia: Reefer outlook, challenges, views So what's ahead? What should we do? What should we consider? Contecar Terminal Suggestions anyone?

7 5X in 8 years Flattening?

8 Urabá case About 800 Units per month - On anchor operations - Need to shift from cool carrier vessels to containers

9 Fleet evolution: Container VS Conventional

10 Ampliación Canal de Panamá Mega Reefer Vessels Cap San Class o MSC Shuba Class Hundreds and hundreds of Reefer Plugs

11 2.5X in 8 years

12 New Opportunities for Colombia, looks promising Refrigerated Meat & Freeze Meat - Halal - Kosher Markets: Jordan, Israel, Russia, China, Caribbean, Chile Intended volume: Up to 1,200 RF per month, including US market

13 New Opportunities for Colombia - Pineapples - Hass Avocado Growing 25 to 30%, next 5 years, per year Current Markets: Mostly Europe Growing 15 to 18%, next 5 years, per year Volume: Hass 2,800 TEUS, Pineapple 2,200 TEUS per year

14 New Opportunities for Colombia, exotic fruits - Gulupa - Mangostino - Uchuva - Pitahaya Current Markets: North Europe, Asia Volume Potential: Up to 200 RF per month, if including US market

15 Challenges: From new products to infrastructure Flowers Tuna (Sashimi grade) Exotic fruits (Quarantine) Chemicals Vitamins / Medicines Fine liquors Today Colombia exports about 250,000 Tons of flower per year, only 8,000 Tons go by sea, but growing year after year, shipping farther each day (Japan, Australia)

16 I.E.: Venezuela case Few Plugs Hi dwell time Unstable energy supply Import oriented

17 3.5X in 8 years

18 Under pressure to develop new infrastructure It is not only about the port, is about providing services to your shippers, creating new opportunities

19 New crossdock station: Started operations June 2017, enabling 24 daily operations within port premises

20 Past logistic model Arribo de Contenedor a puerto Movilización de contenedor para inspección Movilización para vaciado/retiro de cont de puerto Devolución contenedor vacío Transporte de producto al interior del país Almacenamiento de mercancías Distribución Nacional de productos Current logistic model Port Centric Logistics Arribo de Contenedor a puerto Movilización de contenedor para vaciado Almacenamiento de carga en Deposito Distribución nacional de producto = 35% Cost Savings

21 Ampliación Canal de Panamá Coming back to big vessels with high reefer capacity in our region

22 Vessel deployment Changes to come? 12,000 TEUS 6,000 TEUS 13,000 TEUS 4,500 TEUS 7,000 TEUS

23 SAP-NE Key Fruit Export Seasonality

24 Future network design; in order to maximize plugs on board

25 Power supply challenge Power packs are not an option for hi volumes Hi risk Costly Dependability So Terminals that want to be in the game should ensure to have low cost energy, reliable supply and state of the art monitoring systems 4000 Plugs would provide energy to about 8000 homes!!

26 Technology challenge

27 Opportunities for Colombia-Perishables New Markets North America FTA Colombia, outgrowing the market Europe largest customer, still growing

28 Empty Reefer and M&R Hub

29 THE LOADSTAR LIVE: COLD CHAIN THANK YOU October 18, 2017