Erhvervs-, Vækst- og Eksportudvalget 2012-13
ERU Alm.del Bilag 204
Offentligt
1232433_0001.png
1232433_0002.png
1232433_0003.png
1232433_0004.png
1232433_0005.png
1232433_0006.png
1232433_0007.png
1232433_0008.png
1232433_0009.png
1232433_0010.png
1232433_0011.png
1232433_0012.png
1232433_0013.png
1232433_0014.png
1232433_0015.png
1232433_0016.png
1232433_0017.png
= Confidential =
APMM Group & Latin America
Carsten Følbæk, RioApmRep
CF Dec 2012
Latin America - 8 largest + Costa Rica
CF Dec 2012
Present Areas of Lasting Activity
CF Dec 2012
March 2013 – The Business, Growth and Export Committee / APMM Group
Brazil Cluster
The APMM Group Container Business brands in Brazil
Maersk Line and Safmarine in Brazil
FACT BOX•220 employees•Freight turnover >1.1bn USD•14% Market Share (3rd)•Market leader on reefer exports•Operating the largest vessels in thecoast (8000 TEU)•6 dedicated strings to/from Brazil –Europe, Asia, Middle East, Americas•Key differentiators are:•Reliability•ease of business•global coverage and scale
Container trade indicates a difficult environment....
Brazil’s container export to Denmark in 2012....
Market ShareCarrierCMA-CGMMSCHAMBURG-SUDSAFMARINEMAERSK LINE#N/A#N/AOTHERSMAERSK + SAFMARINE19.3%23.8%20111219.3%9.6%28.0%17.5%6.3%20120113.3%6.6%32.8%10.0%16.6%#N/A#N/A20.7%26.6%20120229.7%29.7%2.2%6.1%17.2%#N/A#N/A15.1%23.3%20120322.3%25.9%16.6%11.6%5.0%#N/A#N/A18.6%16.6%20120422.5%5.2%9.4%8.8%12.5%#N/A#N/A41.6%21.3%20120537.8%17.5%16.6%9.1%8.1%#N/A#N/A10.9%17.2%20120657.1%4.7%11.4%9.4%3.5%#N/A#N/A13.8%13.0%20120723.0%25.7%20.4%16.8%8.9%#N/A#N/A5.2%25.7%20120813.5%29.1%27.9%8.6%9.8%#N/A#N/A11.1%18.4%20120919.1%22.3%20.5%12.9%20.9%#N/A#N/A4.3%33.8%20121014.6%45.0%15.5%14.6%7.8%#N/A#N/A2.6%22.3%20121112.6%34.5%24.9%5.4%10.0%#N/A#N/A12.6%15.3%
15
201212 Last 12 Months25.9%24.4%33.9%23.3%6.9%16.6%20.8%11.1%5.8%10.5%#N/A#N/A#N/A#N/A6.6%14.1%26.6%21.5%
Volume in FFECarrierCMA-CGMMSCHAMBURG-SUDSAFMARINEMAERSK LINE#N/A#N/AOTHERSMAERSK + SAFMARINETOTAL
2
3
4
5
6
7
8
9
10
11
12
13
14
14
2011123216472911
3240166
201201168401220#N/A#N/A2532121
20120242423924#N/A#N/A2133140
201203343925188#N/A#N/A2825151
201204379161521#N/A#N/A6935165
2012056128271513#N/A#N/A1828160
20120673615125#N/A#N/A1817127
201207222520169#N/A#N/A52596
2012081736341112#N/A#N/A1423122
2012092731291829#N/A#N/A647139
2012102370242312#N/A#N/A435155
201211174533713#N/A#N/A1720131
201212 Last 12 Months364014738310272291828172#N/A#N/A#N/A#N/A9232371373541,641
Brazil’s container import from Denmark in 2012....
Market ShareCarrierHAMBURG-SUDMAERSK LINESAFMARINECMA-CGMHAPAG LLOYD#N/A#N/AOTHERSMAERSK + SAFMARINE29.6%18.9%20111241.8%15.1%3.8%2.5%7.2%20120130.5%23.9%3.8%5.0%18.9%#N/A#N/A17.9%27.7%20120219.0%13.8%3.4%8.9%10.1%#N/A#N/A44.8%17.2%20120312.7%16.7%23.9%16.0%15.7%#N/A#N/A15.0%40.5%20120414.8%22.6%12.1%17.1%12.8%#N/A#N/A20.6%34.6%20120532.1%18.1%11.1%10.7%10.7%#N/A#N/A17.3%29.2%20120638.5%14.0%9.1%11.4%5.1%#N/A#N/A21.9%23.1%20120735.0%17.9%12.9%3.9%8.1%#N/A#N/A22.1%30.8%20120826.4%18.4%7.5%10.9%8.4%#N/A#N/A28.4%25.9%20120939.6%17.3%1.2%16.9%12.9%#N/A#N/A12.2%18.4%20121030.2%14.8%18.8%10.2%6.3%#N/A#N/A19.7%33.6%20121133.6%11.4%18.9%7.6%6.3%#N/A#N/A22.2%30.3%
15
201212 Last 12 Months41.7%29.8%11.4%16.4%17.9%12.1%10.3%10.4%6.8%9.7%#N/A#N/A#N/A#N/A11.9%21.6%29.3%28.5%
Volume in FFECarrierHAMBURG-SUDMAERSK LINESAFMARINECMA-CGMHAPAG LLOYD#N/A#N/AOTHERSMAERSK + SAFMARINETOTAL
2
3
4
5
6
7
8
9
10
11
12
13
14
14
20111267246412
4730159
20120149386830#N/A#N/A2944159
201202312361517#N/A#N/A7328163
2012032026372524#N/A#N/A2362153
2012041929162217#N/A#N/A2645128
2012053922141313#N/A#N/A2136122
201206682516209#N/A#N/A3941176
201207633223715#N/A#N/A4055179
2012085840172419#N/A#N/A6357220
201209512222217#N/A#N/A1624128
2012106532412214#N/A#N/A4373216
2012116723381513#N/A#N/A4460198
201212 Last 12 Months7760421332332451921113197#N/A#N/A#N/A#N/A22437541855772,025
3 March, 2013The Business, Growth andExport Committee
APM Terminals – Latin America & BrazilPorts and Infrastructure
APMT in Latin America
Strong commitment to investDominican
Three major projects ongoingDoubling the port portfolio by 2016APMT presence in 12 countries
APMT in Brazil
PECEM
ITAJAI
SANTOS
INLAND SERVICESFive locationsItajai, Itapoa, Paranagua,Rio Grande, and Santos
Be prepared for doing Business in Brazil•Highly complex environment•The World Bank ranks Brazil 127 out of 183 countries in ‘easeof doing business’•Rules and legislations are many; high barriers and hidden costs•Protectionism and high taxes•Historical lack of a clear regulation that encourages privateinvestment
Infrastructure business in Brazil•Great opportunities•Bottlenecks in the highway and rail access to ports•Ports are underdeveloped by global standardsReorganization of the ports' legal and regulatory structurePublic investments of some USD 25 billion
Three simple reasons for investing in Santos
•Largest port in South America•25% of Brazil’s trade goes through Santos•Highly congested and lacks capacity
Facts about the Santos Project
•Investment USD 1 billion•Remediation USD 150 million; excess of 1 million ton of soil•Area 490,000 m2•Quay length 1,108 meters•8 ship-to-shore cranes; expansion to 12•Static capacity 34,600 / 20’ containers