Transcript CMA CGM PRESENTATION

Global Rail Freight Conference
New Dehli, India 22-24 March 2007
Patrick Ben Arous
PART 1
CMA CGM GROUP
History of CMA CGM
… from 1978 to 2007
Jacques R. Saadé
Chairman
First office in China
(Shanghaï)
1978
Creation of the Compagnie
Maritime d’Affrètement
(CMA)
1992
Acquisition
of ANL
1996
Acquisition
of CGM
1998
Acquisition of
DELMAS
2006
TOP 10: Global carriers
1.
Maersk Line - Denmark
1 750 000
16.6 %
2.
MSC – Switzerland
1 000 000
10 %
Slot capacity
% total
3. CMA CGM - France
700 000
6.9 %
4.
Evergreen - Taïwan
550 000
5.2 %
5.
Hapag Lloyd - Germany
460 000
4.5 %
6.
7.
CSCL - China
400 000
3.8 %
COSCO - China
390 000
3.7 %
8.
APL - Singapore
340 000
3.3 %
9.
HANJIN - Korea
340 000
3.3 %
330 000
3.2 %
10.NYK - Japan
Source: BRS-Alphaliner,6/04/06
Source: AXS-Alphaliner dtd 1.02.07
CMA CGM group key figures
Estimated Turnover 06
Estimated Teus 06
6,8 billion euros
6 million teus
Vessels
+ 300
Slots available
700,000 teus
Services
more than 82
Staff Worldwide
12 000
Staff France
4 000
Offices Worldwide
600
Ports of call
350
Group’s subsidiaries :
Intermodal Global Carrier
MARITIME
INTERMODAL
MORE ACTIVITIES
The World of CMA CGM
Number of containers carried
( thousands of teus)
Including DELMAS
5000
4000
6000
3000
5200
2000
3900
1000
1350
0
1999
1615
2000
1900
2001
2300
2002
2800
2003
2004
2005
2006
PART 2
MAIN ISSUES FROM SHIPPER
PERSPECTIVES
Share of total sea trade
Shares of total sea trade in 2005 (% tons)
FORECAST
UP TO 19%
in 2024
Container
12%
General Cargo
/ neo bulk
5%
Tanker
42%
Dry bulk
41%
Trends in world economics and trade
Global Insight May 2005
World trade in Containers:
huge evolution
Demand
85
80
75
70
65
60
55
50
45
( millions of teus)
115
105
76
55
99
60
63
00
01
FORECAST
2006 - 2010
+ 10% per
year
84
68
02
03
04
05
06
What’s about rail freight
trafic evolution ?
Source : Dynamar Trades review
Newbuilds breakdown by size range : the
size as a competitive advantage
% of total newbuilds
Size range (teu)
2007
8000 +
28%
7000-7999
3%
6000-6999
6%
5000-5999
9%
4000-4999
16%
3000-3999
8%
2500-2999
11%
2000-2499
3%
1500-1999
7%
1000-1499
5%
500-999
4%
<500
0,1%
TOTAL ('000 teus)
1 414
The Drewry Container Market Quarterly – December 2006
the size as a competitive advantage
1rst generation (1956-1970)
500-800 teu
2nd generation (1970-1980)
1 000 - 2 500 teu
CMA
CMA
CMACGM
CGM
CGMFidelio
Medea
Bellini
Otello
Ravel
Hugo
Bizet
5700 teus
6700
8200
8500
9400
3rd generation (1980-1988)
3 000 – 4 000 teu
4th generation (1988-1996)
4 000 – 5 000 teu
5th generation (1996- - 2006)
5 000 – 8 000 teu
6th generation (2006 …)
9 000 – 11 000 teu
What’s about train capacity ?
Main issues
> How to secure ports terminals capacity ?
> How to avoid ports terminal congestion ?
> How to move quickly containers from
ports to inland destinations ?
> How to secure inland trafics ?
> How to take better account of
environmental concerns ?
Combined rail-sea
transportation as a solution ?
The cma cgm answers :
a strategic development in various ports
terminals to secure vessels operations
Malta Freeport
Marseille-Fos
Le Havre
Dunkirk
French West Indies
French Guyana
Lomé
Mobile
Tanger
Antwerp
Zeebrugge
Beirut
The cma cgm answers :
A strategic development in Rail
Transportation
> Partnership with veolia
transport in Europe
> Partnership with State
Authorities to integrate
Railways in the Multimodal
Supply Chain.
> Participation for
developing with Port
Authorities and Railways
Companies :
> china,
> Marocco
> Algeria
> India
>…
An extensive rail service in europe
Gdynia
Bremerhaven
Hambourg
Poznan
Warsa
w
Rotterdam
Zeebrugge
Duisburg
Anvers
Dortmund
Gliwice
Dourges
Mannheim
Le Havre
Strasbourg
Paris
Orléans
Stuttgart
Prague
Munich
Wien
Salzburg
Sopron
Montoir
Bratislava
Budapest
Bâle
Clermont-Ferrand
Lyon
Bordeaux
Milan
Triestes / Koper
Bradu De Sus
Bucarest
Gênes
Constanza
Toulouse
Fos/Mer
Barge
Rail
Development Rail
Marseille
Main requirements for rail
services
> Frequent and regular roundtrip services
> Capacity insurance
> Quality of service : transit time,
reactivity
> Reliability
> Efficient multimodal terminals
At a competitive cost !
In a nutshell
How to organize rail services
as an esssential part of
today’s maritime business ?
Intermodal :
the future is now
Thanks for
your
attention
Patrick Ben Arous
Email : [email protected]