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15년 하반기 LGE CHI향 ISSUE 관련
■ Global Supply-Demand (YoY)
Global Supply-Demand
○ Demand growth will decrease by 5.2% while Supply will be slowed through 2020
• Demand : Demand growth is expected to decrease by 5.2% in ’20 due to COVID-19 (revised +2.4%p from Jun)
2021 will see the start of recovery(+6.1%) toward pre-COVID-19 volumes (revised -1.1%p from Jun)
• Supply : Fewer orderbook/deliveries would keep the supply growth rate below 3% until 2021.
2021 will see marginal growth of 2.9% due to the scheduled delivery, but lines will continue to address the S/D
balance via blank voyages
Source: Alphaliner
