Maersk Investor Presentation Deck

Nominal supply growth remained broadly at just below 3% in Q4 2020, while effective supply returned to growth as idling fell sharply Global effective supply¹ and demand growth² Industry capacity (TEU) Growth y/y, (%) 10% 8% 6% 4% 2% 0% -2% -4% -6% -8% -10% 39 -12% -14% Nominal capacity³ growth (%) 8.3% Q1 2015 6.1% Q2 2015 4.5% 0.2% Q3 2015 1.4% Q4 2015 Global effective capacity 3.4% Q1 2016 Appendix Q4 2020 4.6% Q2 2016 7.3 7.9 8.7 8.7 7.4 5.6 3.3 6.2% 6.2% Q3 2016 Q4 2016 Q1 2017 1.5 6.9% 7.7% Q2 2017 Global container demand 9.2% 9.1% U Q3 2017 Q4 2017 6.8% Q1 2018 4.6% Q2 2018 Q3 2018 3.9% Q4 2018 Q1 2019 Q2 2019 0.5% Q3 2019 0.8 1.4 2.9 4.1 5.9 6.6 6.0 5.8 4.6 3.7 3.9 T -0.4% Q4 2019 T -2.4% Q1 2020 T Q2 2020 -9,7% 3.5% -1.6% Q3 2020 T Q4 2020 4.1 3.6 3.1 2.8 2.9 East-West DOO North-South Note: 1. Effective capacity incorporates changes to idling, vessel speed, average length of trade and container network; 2. Q4 2020 is Maersk internal estimates where actual data is not available yet; 3. Global nominal capacity is deliveries minus scrapping. Source: Alphaliner, Maersk. Intra 58% Capacity (TEU) 22% Capacity (TEU) 20% Capacity (TEU) MAERSK

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