Ports and the battle for Perishables. Sao Paulo, May

Transcription

1 Ports and the battle for Perishables Sao Paulo, May

2 Group: Port of Cartagena Private enterprise, operating 3 terminals in Cartagena Bay, developing a river port Main business: Container, Ro-Ro & cruise terminals, tugs, warehousing, Over 20 years offering terminal services 365 days, 24 hours Operations (No overtime) Yearly Revenue: US$ 270 Million direct employees Non Union

3 Cartagena Bay Wide, deep, safe No currents, hurricanes or tide problems +18m natural depth Ideal for port and industrial developments, largest industrial export zone of Colombia Access channels expansion under Handling over 40 Millions Tons Cargo per year 6 million inhabitants withinin 100 mile radius

4 Close to Panama Canal and major ports of the region

5 Cartagena Container Throughput Evolution TíEUS X in 7 years Year

6 Cartagena: 9th most active container port in the Americas (2012) Rank Port Country Volume (Million TEUS) 1 Los Angeles USA 7,9 2 Long Beach USA 6,1 3 New York USA 5,5 4 Colon Panamá 3,4 5 Balboa Panamá 3,3 6 Santos Brasil 3,0 7 Savannah USA 2,9 8 Oakland USA 2,4 9 Cartagena Colombia 2,2 10 Seattle USA 2,0

7 Cartagena, main America s hub for 5 carriers 70% of the total volume is transshipment, 30% domestic AANZ AGAS ATEC CAMS CCNI CSAV ITFS WAMS / PACE Hamburg Sud Hapag Lloyd CMA-CGM SAWC1-3 UCLA CTG ANZ SAWC1-2 AGAS

8 So what's ahead? What should we do? What should we consider? Suggestions anyone?

9 Our Case

10 80% Growth

11 300% Growth

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

13 Challenges to handle new products 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)

14 500% Growth

15 Our Neighborhood

16 Urabá case Est Units per week - On anchor operations - Need to shift from cool carrier vessels to containers

17 Moín - Limón case Low vessel productivity Out gate yards Low draft - mall vessels (2000 TEU) Hi export volumes Shifting from cool carriers to containers still under transition

18 Venezuela case Few Plugs Hi dwell time Unstable energy supply Hi amount of imports

19 The fleet, the industry

20 New Vessel Deliveries Source: Alphaliner 68% 73% % Naves de mas de 7,500 TEUS 86% 87%

21 Ampliación Canal Mega de Panamá Hamburg Sud s Reefer Vessels Cap San Class Capacity: 9,600 TEUS TRB: 124,500 LOA: Meters Beam: 48.2 Meters Draft: 15,5 Meters Reefer Plugs: 2,100 Hi terminal yard impact for turning around these vessels!!!

22 SAP-NE Key Fruit Export Seasonality- 2012

23 Is the expanded Panama Canal really going to generate much more transshipment in the area? New volume: 6 to 20 million TEUS??? Current Caribbean capacity Transshipment volumes Cartagena Domestic volumes Cartagena Source: M&N Outlook Report, Drewry Consultants.

24 Upcoming network changes?

25 A carrier s conceptual South America network idea Post Panama Canal expansion 10,000 TEUS 7,000 TEUS 14,000 TEUS 8,000 TEUS

26 AGAS/America s Service today 6 vessels x 4,000 / 4,500 TEUS Rotation: San Antonio, Callao, Buenaventura, Cartagena, Port Everglades, New York, Baltimore, Charleston, Port Everglades, Cartagena, Guayaquil, Callao, San Vicente Weekly: NB y SB 3 Partners: CSAV, Hamburg Sud, CCNI 3,500 TEUS per week, origin or destination South Pacific East Coast USA: 182,000 TEUS per year 500 TEUS 400 TEUS 400 TEUS 600 TEUS 550 TEUS 850 TEUS

27 AGAS/America s Service post Pan-canal expansion Service via TS between Asia East Coast and Europe North South Pacific Combination of vessels between 10,000 and 14,000 TEUS Same Weekly: NB y SB service 6,600 TEUS of new weekly transshipment volume is created; 364,000 TEUS/year About 500 new weekly Reefer TS units per week 400 TEUS 400 TEUS 600 TEUS 500 TEUS TS 550 TEUS 850 TEUS

28 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!!

29 Cartagena: A quick investment outlook into 2016/2017 ITEM CURRENT 3erd QUARTER 2016 Gantry cranes RTG s ,000 85,000 Depth 13.5 Meters 16.5 Meters Capacity (Year) 2.5 Million 4.5 Million 1,200 Meters 1,700 Meters 1,600 4,200 6,600 TEU 14,000 Yard capacity (TEUS) Berth line under gantries Reefer plugs Largest vessels calling USD$ 550 million additional investment

30 For Terminals: Is all about Dis-economies of scale Dredge more, deeper Larger, more expensive cranes Array of value added services Energy/Plugs More equipment dedicated for each vessel Much higher productivity Expensive berths Compliance for green regulations Complex IT systems Training But who is willing to pay more??? Security / safety

31 Ports and the battle for Perishables THANK YOU Sao Paulo, May