Maersk Investor Presentation Deck

Industry nominal supply growth stable in Q1 2020, but effective capacity contracted Global effective supply and demand growth² Growth y/y, (%) 10% 8% 6% 4% 2% 0% -2% -4% -6% 5.4% 5.5% Q1 2014 34 Q2 2014 5.0% Q3 2014 8.4% 8.3% Q4 2014 Q1 2015 6.1% 4.5% Appendix Q1 2020 Q2 2015 Q3 2015 0.2% Q4 2015 1.5% 9102 TO 3.3% 4.6% 6.2% Q2 2016 Q3 2016 Q4 2016 Global effective capacity 9.2% 9.1% 6.2% Q1 2017 7.0% Q2 2017 7.7% Q3 2017 Q4 2017 Q1 2018 6.8% Q2 2018 Global container demand 4.6% 3.9% Q3 2018 Q4 2018 Q1 2019 Q2 2019 0.5% Q3 2019 Nominal capacity3 5.5 5.2 5.4 6.4 7.3 7.9 8.7 8.7 7.4 5.6 3.3 1.5 0.8 1.4 2.9 4.1 5.9 6.6 6.0 5.8 4.6 3.7 3.9 growth (%) M -0.4% Q4 2019 -24% Q1 2020 4.1 3.6 Industry capacity (TEU) DOO East-West North-South Note: 1. Effective capacity incorporates changes to idling, vessel speed, average length of trade and container network; 2. Q1 2020 is Maersk internal estimates where actual data is not available yet; 3. Global nominal capacity is deliveries minus scrapping; Source: Alphaliner, Maersk. Intra 41% Capacity (TEU) 36% Capacity (TEU) 22% Capacity (TEU) MAERSK

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