Maersk Investor Presentation Deck

Nominal supply growth slowed further in Q2 2020, but not to the same extent as effective supply Global effective supply and demand growth² Growth y/y, (%) 10% 8% 6% 4% 2% 0% -2% -4% -6% -8% 35 -10% -12% 8.4%8.3% 6.1% 5.4% 5.5% 5.0% milli Q1 2014 Q2 2014 Q3 2014 Q4 2014 Global effective capacity Q1 2015 4.5% 0.2% Q2 2015 Q3 2015 Appendix Q2 2020 Q4 2015 1.5% 3.3% 4.6% 6.2% 6.2% 7.0% 7.7% Global container demand 9.2%9.1% Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 6.8% 4.6% 3.9% 2018 2018 2018 2018 2019 0.5% T -0.4% Q2 2019 2019 2019 Q2 Q3 Q4 Q1 Q3 Q4 -2.4% -9.4% Q1 2020 Nominal capacity3 5.5 5.2 5.4 6.4 7.3 7.9 8.7 8.7 7.4 5.6 3.3 1.5 0.8 1.4 2.9 4.1 5.9 6.6 6.0 5.8 4.6 3.7 3.9 4.1 3.6 3.0 growth (%) Q2 2020 Industry capacity (TEU) East-West North-South Note: 1. Effective capacity incorporates changes to idling, vessel speed, average length of trade and container network; 2. Q2 2020 is Maersk internal estimates where actual data is not available yet; 3. Global nominal capacity is deliveries minus scrapping. Source: Alphaliner, Maersk. C Intra 56% Capacity (TEU) 22% Capacity (TEU) 22% Capacity (TEU) MAERSK

View entire presentation