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- 1. Methodology
World Real GDP Growth
- 2. Global Macroeconomic Situation
Overview of the world shipbuilding capacity situation by Jenny N. - - PDF document
Overview of the world shipbuilding capacity situation by Jenny N. - - PDF document
09/11/2015 Overview of the world shipbuilding capacity situation by Jenny N. Braat, Chairman, SEA Europe Working Group on Market & Forecast & Managing Director at Danish Maritime 1. Methodology 2. Global Macroeconomic Situation 3.
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- 3. Global Energy Outlook
- World energy consumption will grow 1.5% pa between 2014 and 2035.
- Non-OECD countries lead the demand driven by strong and sharp long-term growth.
- Energy use in non OECD countries increases about 2.5% per year between 2013 and 2035, while in OECD countries, the
increase is nearly 0.5%.
- 4. Global Seaborne Trade
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- 5. Fleet Requirements and Deletions
0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 90.0 0.0 500.0 1,000.0 1,500.0 2,000.0 2,500.0 21.0 19.5 18.7 16.7 15.7 13.1 12.8 13 14.0 15.0 16.0 18.0 NCCV in mill. Gt Cargo carrying vessels in mill. dwt. Total cargo carrying fleet Total NCCV fleet
Analysis of Newbuilding Requirements by Vessel Types & Sizes 1. Cargo Carriers:
- Tankers
- Containerships and General Cargo
- Bulkers
- LNG/LPG
2. Passenger Ships 3. Offshore Vessels 4. Specialized Vessels:
- Tugs
- Dredgers
- Fishing
- Icebreakers
- Research
- …
- 6. New-building Requirement
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Threat of overcapacity in nearly ALL segments!
Source: Danish Ship Finance, Shipping Market Review - May 2015
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Global Yard Utilisation Developments
Sources: Clarkson’s / IHS Fairplay end Q1 2015 / Danish Ship Finance, Shipping Market Review - May 2015
Currently Active Yards: capacity to spare
Source: Danish Ship Finance, Shipping Market Review - May 2015
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