Brazil Shipping Report

Published 16 February 2015

  • 97 pages
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$1,295.00
Brazil Shipping Report

Despite a poor business environment, weak consumer confidence and a lacklustre external environment, the Brazilian shipping industry is set to perform well over both the short and medium terms. A nascent policy shift will gradually regain investor confidence following years of unorthodox economic policies, but will be slow to translate into a significant uptick in growth.

We are sticking to last quarter's forecasts for the Brazilian shipping industry, which we predict will perform strongly in 2015. Annual tonnage throughput gains will be strongest at the Port of Itajai at 7.2%, while box throughput will be at its highest year-on-year (y-o-y) levels at the Port of Salvador, which is pencilled in for double-digit growth in 2015.

This high level of growth is forecast to continue over our forecast period to 2019, although risks are posed from both Brazil's lagging freight transport infrastructure and industrial action by Brazilian workers.

Key Industry Forecasts

  • Total tonnage throughput at the port of Santos to grow 6.00% in 2015 to reach 130.6mn tonnes.

  • Container throughput at Santos to grow 7.00% to reach 3.97mn twenty-foot equivalent units (TEUs) in 2015.

  • Total tonnage throughput at the port of Itajai to increase 7.19% in 2015 to reach 15.3mn tonnes.

  • Container throughput at the port of Itajai to grow 6.44% to reach 1.26mn TEUs in 2015.

Key Industry Trends

Hapag-Lloyd To Continue To Provide Service For Vitoria - German shipping company Hapag-Lloyd will continue to provide service for Vitoria, Brazil, through a weekly feeder connection, according to a press release by the company in January 2015. The service will be available through the port of Santos and will call at the terminals of Santos Brasil and Embraport. This will allow connections to the Hapag-Lloyd services to/from the East Coast of North America, the US Gulf, Mexico, Northern Europe and East Asia, the company stated (PortNews).

Iron Ore Shipments Rise 31% - Brazil registered a 31%...

Table of Contents

BMI Industry View
7
SWOT
10
Shipping
10
Political
12
Economic
13
Business Environment
14
Industry Forecast
15
Port Of Itaja- Throughput
15
Port Of Santos Throughput
19
Table: Major Ports Data (Brazil 2011-2018)
23
Table: Trade Overview (Brazil 2011-2018)
25
Table: Key Trade Indicators (Brazil 2011-2018)
26
Table: Brazil's Top Import Sources, 2004-2012 (USDmn)
27
Table: Brazil's Top Export Destinations, 2004-2012 (USDmn)
28
Market Overview
29
Brazil Container Shipping Market Overview
29
Industry Trends And Developments
37
Company Profile
44
Alian-a Navega--o e Log-stica
44
Shipping - Global Industry View
47
Container Demand:
47
Container Supply:
54
Container Rates:
60
Global Company Strategy
64
Maersk Line
64
Mediterranean Shipping Company (MSC)
77
CMA CGM
82
Evergreen Line
92
COSCO Container Lines Company (COSCON)
99
Macroeconomic Forecasts
106
Table: Brazil - Economic Activity
111
Demographic Forecast
112
Table: Brazil's Population By Age Group, 1990-2020 ('000)
113
Table: Brazil's Population By Age Group, 1990-2020 (% of total)
114
Table: Brazil's Key Population Ratios, 1990-2020
115
Table: Brazil's Rural And Urban Population, 1990-2020
115

The Brazil Shipping Report has been researched at source and features latest-available data and Business Monitor International (BMI)'s independent forecasting, critically analysing international transport of dry bulk and containers. The report evaluates the global commodities and trade backdrop, alongside in-depth country-specific analysis of trade prospects. The report also contains company profiles covering leading multinational and national shipping companies and analysis of latest industry news, trends and regulatory developments in Brazil.

BMI's Brazil Shipping Report provides industry professionals and strategists, sector analysts, business investors, trade associations and regulatory bodies with independent forecasts and competitive intelligence on the shipping industry in Brazil.

Key Benefits

  • Benchmark BMI's independent shipping industry forecasts for Brazil to test other views - a key input for successful budgeting and strategic business planning in the Brazilian shipping market.
  • Target business opportunities and risks in Brazil through our reviews of latest industry trends, regulatory changes and major deals, projects and investments.
  • Exploit the latest competitive intelligence and company SWOTS on your competitors and peers including multinational and national companies.

Coverage

BMI Industry View

Summary of BMI's key industry forecasts, views and trend analysis covering shipping, major investments and projects and significant multinational and national company developments.

SWOT Analysis

SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis of the state's shipping sector, which carefully evaluates the short- and medium-term issues facing the industry.

Market Overview

Analysis of the capacity, terminals and planned development of the major ports in each country, including data on throughput and total tonnage.

Industry Forecast Scenario

Historic data series (2008-2012) and forecasts to end-2018 for all key industry and macroeconomic indicators (see list below), supported by explicit assumptions, plus analysis of key downside risks to the main forecast, including:

Major port freight throughput (tonnes/teu); overall freight throughput (teu); total imports (US$bn) and exports (US$bn).

Company Profiles

Company profiles include business activities, leading products and services, company strategy, trends and developments and economic performance analysis.

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Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc