Maersk Investor Presentation Deck slide image

Maersk Investor Presentation Deck

Nominal supply growth slowed further in Q3 2020, while the contraction. in effective supply eased Global effective supply¹ and demand growth² Growth y/y, (%) 10% 8% 6% 4% 2% 0% -2% -4% -6% -8% -10% 37 -12% -14% Nominal capacity³ growth (%) 8.3% - Q1 2015 6.1% Q2 2015 7.3 7.9 4.5% Q3 2015 0.2% 8.7 Global effective capacity Q4 2015 1.4% 8.7 Q1 2016 Appendix Q3 2020 3.4% 7.4 Q2 2016 4.6% 5.6 Q3 2016 3.3 6.2% Q4 2016 6.2% 1.5 6.9% Q1 2017 7.7% Global container demand Q2 2017 9.2% 9.1% T Q3 2017 Q4 2017 6.8% 0.8 1.4 2.9 4.1 5.9 4.6% Q1 2018 Q2 2018 Q3 2018 6.6 6.0 3.9% 1 6% Q4 2018 5.8 Q1 2019 4.6 Q2 2019 3.7 0.5% Q3 2019 3.9 T -0.4% Q4 2019 T 4.1 -2.3% Q1 2020 T 3.6 -1.5% -9,4% Q2 2020 Q3 2020 3.1 2.8 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. Q3 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 58% Capacity (TEU) 22% Capacity (TEU) 20% Capacity (TEU) MAERSK
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