Cargotec Investor Presentation
Shipbuilding
- contracting
ships >2000 gt/dwt
Global Contracting Activity (1st October 2020)
Builder country split
YTD 1st Oct 2020
2018
TOTAL (>2,000 Dwt/GT")
1,387
No.
2019 2020ytd %y-o-y* 2018
1,146 429 -50% 78.6
$bn
m. CGT
3%
3%
2019 2020ytd %y-o-y*
80.4 23.4 -61%
2018
2019 2020ytd %y-o-y*
7%
11%
6%
35.4
28.9 10.0 -54%
22%
Vessel Type
Bulkers
459
336
116 -54%
13.9
10.6 3.1
-61%
9.6
6.7
2.1 -59%
Tankers
283 265
139 -30%
12.2
12.1
6.4
-29%
6.5
6.2
3.3
-30%
48%
54%
Containerships
217
116
30
-66%
11.1
6.9
1.4
-72%
6.4
3.6
0.8
-70%
39%
Gas Carriers
125
123
47
-49%
15.3
14.1
6.6
-38% 6.8
5.7
2.3
-47%
Offshore
64
69
28
-46%
5.3
8.9
2.6
-61% 1.1
1.2
0.8
-10%
Others
239
237
69
-61%
20.9 27.8
3.4
-84%
5.0
5.5
0.8
-80%
28%
Builder Country/Region
20%
29%
China
545
454 233
-32%
20.7 22.6 9.1
-46%
10.8
9.6
4.8
-33%
13%
South Korea
290
235
84
-52%
27.7 23.3 6.7
-61%
13.6 10.1
2.8
-63%
7%
10%
Japan
384 277
55
-74%
12.2
8.8
1.6
-75%
7.2
4.9
1.0
-74%
No. of Ships
Value
CGT
Europe
Other
103
99
27
-64%
16.5 23.8
5.2
-71%
3.0
3.6
1.1
-60%
429 ships
$23,4b
10.0m
65
81
30
-51%
1.6
1.9
0.8
-45% 0.8
0.8
0.3
-47%
■Japan Korea China Europe Others
CARGOTEC
Source: Clarkson Research, October 2020
Investor presentation
April 2021
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