Drewry Introduces ‘Container Carrier Industry Maturity and Risk’ Matrix

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  • Drewry introduces container carrier industry ‘maturity and risk’ dashboard
  • the container carrier industry maturity and risk matrix identifies and tracks major industry drivers and trends, categorized under 3 main headings
  • the Drewry Container Forecaster identifies the major changes underway – using a traffic light system, showing which ones are favorable or averse to ocean carriers
  • the number of companies with licenses to access the Drewry Container Forecaster annual subscription service has increased by 27%

To support growing investor and industry interest in the now extremely profitable container shipping sector, Drewry will introduce in its flagship, end-September edition of Container Forecaster a new ’Container Carrier Industry Maturity and Risk’ matrix, looking at the fundamental characteristics and changing risk profile of the carrier industry says a press release on their website.

Major industry drivers and trends

The Container Carrier Industry Maturity and Risk matrix, which forms part of Drewry’s long-established Container Forecaster product, identifies and tracks major industry drivers and trends, categorized under 3 main headings:

1. A slower-growth, more mature, less over-supplied industry

Looking at areas such as nominal vs actual global and East-West capacity, the supply-demand balance, and demand growth.

2. A more consolidated, less speculative, more profitable industry

Looking at topics such as carrier profit margins, asset prices, freight rates, industry consolidation levels, and the relative order book.

3. An industry more in the public eye

Looking at development such as CO2 emissions and total industry bunker consumption.

For each category, the Drewry Container Forecaster identifies the major changes underway – using a traffic light system, showing which ones are favorable or averse to ocean carriers – and the key risks and opportunities for carriers – whether market-driven or regulatory.

Subscription service increased by 27%

The number of companies with licenses to access the Drewry Container Forecaster annual subscription service has increased by 27% between the first half of 2020 and the first half of this year, further highlighting the growing interest in the container shipping sector.

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