Triton Outlook and Market Fundamentals
TEU (000)
100
50
Dec-16
Dec-17
Jun-16
Jun-17
TRITON
300
250
200
150
0.0%
Dec-10
Dec-11
3.0%
2.0%
1.0%
Dec-12
Dec-13
Dec-14
Dec-15
TRITON'S USED CONTAINER DEPOT
STOCKS INCREASING BUT STILL LOW
Jun-18
Dec-18
Jun-19
Dec-19
Jun-20
Dec-20
Jun-21
Dec-21
Jun-22
Dec-22
Dec-16
Dec-17
Dec-18
Dec-19
Dec-20
my
New Container Production Decreasing In Response to
Slower Demand
TOTAL NEW CONTAINER INVENTORY BACK
TOWARDS NORMAL RANGE
5.0%
4.0%
ANNUAL NEW CONTAINER PRODUCTION
6
5
4
6% fleet growth
3
4% fleet growth
2% fleet growth
Dec-21
Dec-22
% of Total Dry Standard Container Fleet
Sources: Drewry Annual report and commonly used informal surveys by factory inspectors.
■Est. Replacement Range
■ Production
Source: Drewry Annual Report and data from internal sources. Excludes non-leasing and non-
shipping purchasers.
6%
2.0
5%
1.5
4%
3%
2%
% of Dry TEU
TEU (MM)
1.0
0.5
1%
0.0
0%
■ Est. Replacement Range
■Production
Source: Drewry Annual Report and data from internal sources. Excludes non-leasing and non-
shipping purchasers.
2
1
2010
2011
2012
2013
2014
2015
2016
2017
QUARTERLY NEW CONTAINER PRODUCTION
2018
2019
2020
2021
2022
20
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