Page 536 - B2B all year round_UPDATE 5

15년 하반기 LGE CHI향 ISSUE 관련
■ Global Supply

Global Supply (Aug. ‘20)

○ Orderbook to fleet ratio dropped to historic low 9.4%

•Global containership orderbook has dropped to historic low point (Orderbook to fleet ratio only 9.4%)

•69 ships over 10+KTEU will be deployed until 2021. The two carriers with the largest orderbooks (CMA CGM and

Evergreen) belong to the same OCEAN Alliance

•However, Maersk and COSCO, led VLCS ordering in recent years stopped additional newbuildings

< Cellular Fleet Projections > < Delivery schedule in ‘20 (Over 10K Teu) >
'20/Q3 '20/Q4 '21/1H '21/2H '22
600

Unit : KTEU
400
Source: Alphaliner
200

0
CMA EMC HMM YML MSC ETC
< Major carrier fleet >

Current Capa Orderbook

6,000
Unit : KTEU
4,000 Source: Alphaliner
2,000