SWOT Analysis 24/11/2014

Transcription

1 1 SWOT Analysis STRENGHTS Large initial investments in ships and port infrastructure demanded by competitors; Requires relatively minimal shore facilities; Can reach ports where container ships, tankers, and bulk carriers might not be able to access due to size and/or draft restrictions; Fleetage OPPORTUNITIES Areas where port development has not kept pace with shipping technology Energy Sector (Ex.: pré-sal, new refineries, wind farms) WEAKNESSES Time-consuming operation Requires more human resources Fleet Dwt Bunker Consumption Lack of dedicated berths in ECSA s ports THREATS Evolution of the Competitors Economies of scale (ex. Bulk, Tanker and Containers) New Emission Control Areas Panama canal s expansion Weak domestic market in ECSA Federal Police operation (Lava- Jato) to curb infrastructure investment (Project Cargo) 1

2 Top 10 worldwide home/heavyliftbreakbulk/artikeldetail/size-isnteverything.html World Fleet development According to Dynamar (2013), among the 800 ships deployed by the 25 largest operators, fewer than 100 are older than 25 years, with only a small number still dating from the 1970s. Over 500 units were built since 2000, the majority of the specialized fleet consists of modern, highly productive and multi-employable ships that carry a wide range of cargoes, from forest products to bags and project cargoes. 2

3 World Fleet development Importance decline over the last decades as more goods are being containerized; Nevertheless, some goods, in particular dry cargo that is too large for containers, will always require transport as break-bulk. World Fleet Orders XXXXXXXXXXXXXXXX XXXXXXXXXXX home/heavyliftbreakbulk/artikeldetail/size-isnteverything.html 3

4 World Fleet Dwt evolution 155% 85% Economy of Scale- Containership 4

5 Container Freight development Brazilian Imports Equipments& Machineries update 5

6 Brazilian Exports Woodpulp update Brazilian Exports Suggar update 6

7 Brazilian Exports Grains update Brazilian Exports Steel update 7

8 Case FullReefer vessels Fleet Development Case FullReefer vessels Volume Containerization- Worldwide 8

9 Case FullReefer vessels Volume Containerization- ECSA Case Seatrade Breakbulkcarrier Seatradeorders container ships Aug 02, 2014 Seatradesigned a contract ($60 million) for 2 containership (2,200 teuand 700 reefer plugs) to be delivered in January 2016 They are scrapping record numbers of refrigerated breakbulkvessels because of rising fuel costs coupled with fuel inefficiencies and high maintenance costs Seatradeis looking to buy up to 12 new container ships in the next few years. We needed to renew and update our fleet, Posner said They sometimes operate container vessels in the charter reefer trade. Operating reefer containers is nothing new for Seatrade. The carrier has about 4,000 reefer boxes, both owned and leased, in its fleet. New container vessels cost about half what new specialized reefers would cost and can be built in less time We are and will continue to be reefer specialists Historically, we have operated taking fresh fruit from port to port. We don t transload, we don t stop at a lot of ports on the way. We don t operate a hub-and-spoke transloadnetwork; just because we re buying container ships doesn t mean we will start a system like that. Transit times and related costs are increasing on services operated by larger container lines, and there was a clear demand for fast, direct, dedicated services operated by specialized reefer and container vessels, as well as hybrid ships. On a voyage from Ecuador to Europe, we are five or six days faster than shipments made on a container line, If you are shipping perishables with a short shelf life, that s a big difference. 9

10 Conclusions: About DatamarConsulting Contact us: (+55 11)