| Brazil Shipping Report Q4 2014 |
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Brazil's weak Q114 GDP print helps confirm our view that the economy will continue to see tepid growth in
the coming years as the consumption story dims and investment has yet to pick up meaningfully. We have
downgraded our headline real GDP growth forecasts for 2014 and 2015 to 1.8% and 2.2% respectively,
primarily owing to a weakening outlook for fixed investment.
Weakening investment and private consumption growth in Brazil's Q114 GDP release highlight the
continued challenges facing the economy, and inform our view that slow growth is here to stay for several
years. We have downgraded our 2014 and 2015 headline real GDP growth forecasts to 1.8% and 2.2%
respectively, from 2.0% and 2.4%. This implies that growth will remain broadly in line with the headline
print for Q114, which came in at 1.9% year-on-year (y-o-y), in the next few quarters.
BMI Industry View ............................................................................................................... 7
SWOT .................................................................................................................................. 10
Shipping ................................................................................................................................................ 10
Political ................................................................................................................................................. 12
Economic ............................................................................................................................................... 13
Business Environment .............................................................................................................................. 14
Industry Forecast .............................................................................................................. 15
Port Of Itajaí Throughput ......................................................................................................................... 15
Port Of Santos Throughput ........................................................................................................................ 19
Table: Major Ports Data (Brazil 2011-2018) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Table: Trade Overview (Brazil 2011-2018) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Table: Key Trade Indicators (Brazil 2011-2018) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Table: Top Import Sources, 2004-2012 (USDmn) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Table: Top Export Destinations, 2004-2012 (USDmn) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Market Overview ............................................................................................................... 30
Brazil Container Shipping Market Overview ................................................................................................. 30
Industry Trends And Developments ................................................................................ 37
Company Profile ................................................................................................................ 43
Aliança Navegação e Logística .................................................................................................................. 43
Shipping - Global Industry View ....................................................................................... 46
Container Demand: ................................................................................................................................. 46
Container Supply: .................................................................................................................................... 54
Container Rates: ..................................................................................................................................... 60
Global Company Strategy ................................................................................................. 63
Maersk Line ........................................................................................................................................... 63
Mediterranean Shipping Company (MSC) .................................................................................................... 73
CMA CGM ............................................................................................................................................. 79
Evergreen Line ........................................................................................................................................ 90
COSCO Container Lines Company (COSCON) ............................................................................................. 98
Macroeconomic Forecasts ............................................................................................. 105
Macroeconomic Forecast ........................................................................................................................ 105
Table: Brazil - Economic Activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Demographic Forecast ................................................................................................... 111
Table: Brazil's Population By Age Group, 1990-2020 ('000) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Table: Brazil's Population By Age Group, 1990-2020 (% of total) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Table: Brazil's Key Population Ratios, 1990-2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Table: Brazil's Rural And Urban Population, 1990-2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
| Title |
Date |
Price |
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|
Dec 2013 |
$125.00 |
| Argentina Shipping Report Q1 2015 |
| By Business Monitor International |
| BMI maintains its cautiously optimistic view on the Argentine port sector. The country enjoys a goodcommodities mix, but it continues to struggle with external headwinds, as well as internal difficult ...Read More |
|
Nov 2014 |
$1295.00 |
| Argentina Shipping Report Q4 2014 |
| By Business Monitor International |
| BMI View: BMI maintains its cautiously optimistic view on the Argentine port sector. The country enjoys agood commodities mix, but it continues to struggle with external headwinds, as well as internal ...Read More |
|
Sep 2014 |
$1295.00 |
| Australia Shipping Report Q1 2015 |
| By Business Monitor International |
| In 2015, we expect to see a not too dissimilar growth picture than 12 months previous across the country'smajor ports. Welcome news does arrive from the fact that we have revised up our real GDP growt ...Read More |
|
Nov 2014 |
$1295.00 |
| Bahrain Shipping Report Q1 2015 |
| By Business Monitor International |
| Bahrain's main maritime facility, the Khalifa bin Salman port, is set to continue posting solid growth figuresin 2015, especially in terms of container throughput. Volumes at the facility are rising a ...Read More |
|
Jan 2015 |
$1295.00 |
| Bahrain Shipping Report Q3 2014 |
| By Business Monitor International |
| We have a positive outlook for Bahrain's shipping sector. The country's main maritime facility, the Khalifabin Salman port, is poised to continue on its upward growth trend, posting solid growth, espe ...Read More |
|
Aug 2014 |
$1295.00 |
| Bahrain Shipping Report Q4 2014 |
| By Business Monitor International |
| Bahrain's main maritime facility, the Khalifa bin Salman port, is set to continue posting solid growth figuresin 2014, especially in terms of container throughput. Volumes at the facility are rising a ...Read More |
|
Oct 2014 |
$1295.00 |
| Brazil Shipping Report Q3 2014 |
| By Business Monitor International |
| BMI View: We believe that Brazil's economic recovery will falter this year, and are revising down our 2014real GDP growth forecast from 2.4% to 2.0%, below our 2013 estimate of 2.3% growth. Indeed, fu ...Read More |
|
Jun 2014 |
$0.00 |
| Brazil Shipping Report Q4 2014 |
| By Business Monitor International |
| Brazil's weak Q114 GDP print helps confirm our view that the economy will continue to see tepid growth inthe coming years as the consumption story dims and investment has yet to pick up meaningfully. ...Read More |
|
Sep 2014 |
$1295.00 |
| Bulgaria Shipping Report Q3 2014 |
| By Business Monitor International |
| 2014 Growth Forecast ReducedBased on recent economic activity data BMI is rebalancing its GDP estimates and forecasts for 2013/14,against the background of a somewhat faltering economic recovery. Comp ...Read More |
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Jun 2014 |
$1295.00 |
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