Investor Presentaiton
Market environment - Strong growth in all demand
drivers
Global container
for Kalmar
Construction output² - Key driver for Hiab
-
throughput Key driver
-
United States
Europe
Long term contracting – Key driver for MacGregor
Merchant ships³
Offshore mobile units4
1,745
401
862
721
723
797
676
678
FY
+8%
+7%
Historical 1,505
average5
Historical average
+7%
+71%
878
+7%
(+8%
Q3
YTD
584
+10%
642
502
537
501
539
-1%
121
120
+211%
+10%
392 1,221
61
67
0
0
2020 2021
2020 2021
2020 2021
2020
Strong growth
2021
2020 2021
■ Growth in both US and in Europe
4) Source: Clarkson Research
■ Merchant ship market recovering driven by
container vessels
■ Offshore market still at a low level
continues
1)
MTEU, Source: Drewry
CARGOTEC
2)
EUR billion, Source: Oxford Economics
3)
> 2,000 dwt/gt (excl. ofs & misc), Source: Clarkson
Research
6) Indicative 2010-2020 average
■
Rapid growth in offshore wind
5) Indicative 1996-2020 average
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