Brazil Shipping Report

Published 06 August 2015

  • 104 pages
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  • Includes 3 free updated quarterly reports
$1,295.00
Brazil Shipping Report

BMI View: Although we expect to see total trade growth fall by 8.12% in 2015, Brazil ' s top export product, iron ore, is set to grow in 2015-2019, reaching 461mnt in 2019, providing momentum for the country ' s shipping in dustry as a result. Leading the way in year-on-year (y-o-y) box throughput terms will be the port of Itajai (14.7 %), while in the tonnage sphere, the port of Suape (18. 6 %).

Vale's shipping competitiveness will be supported by lower shipping costs for the iron ore industry as a whole. Fuel costs make up around 70.0% of total shipping costs and will decrease on the back of lower fuel prices, boosting shippers. In our view, lower fuel prices will limit shipping cost's importance in terms of overall costs, as lower fuel prices will decrease the spread between Australian and Brazilian shipping costs in absolute terms.

We see the current account deficit peaking in 2015, at 4.7% of GDP and it will gradually narrow in subsequent years on the back of a modestly brighter outlook for goods exports, due in part to rising oil exports, still-tepid goods imports, and a stabilisation of the services deficit.

Key Industry Forecasts

  • Total tonnage throughput at the port of Santos to grow 6.88% in 2015 to reach 118.81mn tonnes.

  • Container throughput at Santos to grow 6.54% to reach 3.93mn twenty-foot equivalent units (TEUs) in 2015.

  • Total tonnage throughput at the port of Itajai to increase 9.36% in 2015 to reach 13.59mn tonnes.

  • Container throughput at the port of Itajai to grow 14.66% to reach 1.25mn TEUs in 2015.

Key Industry Trends

SEP Seeks Consultants For Port Concessions - Brazil's Secretaria de Portos (SEP) has invited expressions of interest from consultants to conduct technical, economic and environmental feasibility studies to prepare six upcoming port terminal concession tenders. The studies concern two areas at Suape port, Pernambuco state; two areas at Santos port, Sao Paulo state; an area at Sao Francisco do Sul port, Santa...

BMI Industry View
7
SWOT
10
Shipping
10
Political
12
Economic
13
Operational Risk
14
Industry Forecast
16
Port Of Itaja- Throughput
16
Port Of Santos Throughput
21
Table: Major Ports Data (Brazil 2012-2019)
25
Table: Trade Overview (Brazil 2012-2019)
27
Table: Key Trade Indicators (Brazil 2012-2019)
27
Table: Top Import Sources, 2006-2013 (USDmn)
28
Table: Top Export Destinations, 2004-2012 (USDmn)
29
Market Overview
30
Brazil Container Shipping Market Overview
30
Company Profile
39
Alian-a Navega--o e Log-stica
39
Shipping - Global Industry View
42
Container Shipping: Three Key Themes
42
Table: Major Beneficiaries
42
Table: Order Book For New Mega Vessel Class
44
Table: Vessel Capacity By Trade Route
47
Global Company Strategy
49
Maersk Line
49
Mediterranean Shipping Company (MSC)
61
CMA CGM
68
Evergreen Line
79
COSCO Container Lines Company (COSCON)
87
Macroeconomic Forecasts
94
Economic Analysis
94
Table: GDP By Expenditure (Brazil 2012-2019)
99
Demographic Forecast
100
Table: Population Headline Indicators (Brazil 1990-2025)
101
Table: Key Population Ratios (Brazil 1990-2025)
101
Table: Urban/Rural Population & Life Expectancy (Brazil 1990-2025)
102
Table: Population By Age Group (Brazil 1990-2025)
102
Table: Population By Age Group % (Brazil 1990-2025)
103

The Brazil Shipping Report has been researched at source and features latest-available data and BMI Research'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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