Brazil Shipping Report

Published 14 May 2015

  • 99 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
$1,295.00
Brazil Shipping Report

BMI View: We see no respite for Brazil's current account in the coming quarters. Weaker Chinese demand for iron ore and lower global metals prices will continue to depress the country's key commodity exports, proving to be a drag on the Brazilian shipping industry as a result. Moreover, the country's manufactured goods exports will be unable to pick up the slack ( see 'Lower Oil Prices Offer Limited Respite For Current Account', January 7 ).

For 2015, we anticipate the main Brazilian ports to see container throughput annual growth to outperform that in the tonnage sphere. At the country's largest port at Santos, we have penciled in year-on-year box growth of 6.35% in 2015, while tonnage is expected to come in at 3.20% over the same period, arresting the slump in growth experienced in 2014. Annual tonnage throughput gains will be strongest at the Port of Suape at 6.87%, while box throughput will be at its highest year-on-year (y-o-y) levels at the Port of Itajai, which is pencilled in for 6.40% y-o-y growth in 2015.

High labour costs, local content and hiring requirements, as well as significant real appreciation of the currency in the last several years have eroded the competitiveness of Brazil's manufacturing sector, and we do not see a significant improvement in these dynamics going forward, which is not welcome news for the country's shipping industry, at least over the short term.

Key Industry Forecasts

  • Total tonnage throughput at the port of Santos to grow 3.20% in 2015 to reach 114.72mn tonnes.

  • Container throughput at Santos to grow 6.35% to reach 3.92mn twenty-foot equivalent units (TEUs) in 2015.

  • Total tonnage throughput at the port of Itajai to increase 3.50% in 2015 to reach 12.86mn tonnes.

  • Container throughput at the port of Itajai to grow 6.44% to reach 1.16mn TEUs in 2015.

Key Industry Trends

Tecon Santos Port Leasing Deal Extended - Brazil's Secretaria Especial de Portos (SEP) plans a 25-year extension to its leasing contract with...

BMI Industry View
5
SWOT
7
Shipping
7
Political
9
Economic
10
Operational Risk
11
Industry Forecast
13
Port Of Itaja- Throughput
13
Port Of Santos Throughput
18
Table: Major Ports Data (Brazil 2012-2019)
22
Table: Trade Overview (Brazil 2012-2019)
25
Table: Key Trade Indicators (Brazil 2012-2019)
25
Table: Top Import Sources, 2006-2013 (USDmn)
27
Table: Top Export Destinations, 2004-2012 (USDmn)
28
Market Overview
29
Brazil Container Shipping Market Overview
29
Company Profile
37
Alian-a Navega--o e Log-stica
37
Shipping - Global Industry View
40
Three Container Routes To Watch In 2015
40
Global Company Strategy
47
Maersk Line
47
Mediterranean Shipping Company (MSC)
58
CMA CGM
64
Evergreen Line
73
COSCO Container Lines Company (COSCON)
81
Macroeconomic Forecasts
89
Economic Analysis
89
Table: GDP By Expenditure (Brazil 2012-2019)
94
Demographic Forecast
95
Table: Population Headline Indicators (Brazil 1990-2025)
96
Table: Key Population Ratios (Brazil 1990-2025)
96
Table: Urban/Rural Population & Life Expectancy (Brazil 1990-2025)
97
Table: Population By Age Group (Brazil 1990-2025)
97
Table: Population By Age Group % (Brazil 1990-2025)
98

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.

secure
Benefit from discounts when you add multiple products to your basket
2 Products SAVE 10%
3 Products SAVE 15%
4 Products SAVE 20%
5 Products SAVE 25%
6 Products SAVE 30%
7 - 20 Products SAVE 35%
21 Products or more SAVE 40%