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)
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