市場調査レポート

世界のコンテナリース産業

Container Leasing Industry 2014/15

発行 Drewry Shipping Consultants Limited 商品コード 303948
出版日 ページ情報 英文
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世界のコンテナリース産業 Container Leasing Industry 2014/15
出版日: 2014年07月01日 ページ情報: 英文
概要

当レポートでは、世界のコンテナリース市場の最新動向について分析し、全体的な市場構造・動向や、主要企業のプロファイルとランキング、利用料金・投資収益率の動向、フリート保有とリースとの場合の傾向と比較、フリートの種類別・価格別・用途別の詳細動向といった情報をお届けします。

第1章 エグゼクティブ・サマリー:統率力強化に動くリース企業

  • 購入価格は上昇しているが、リース料率は低迷傾向
  • 新造コンテナへの投資の見通し
  • 稼働率の低下と残余のコンテナ

第2章 リース企業のランキングと概要

第3章 リース市場の構造、リース料率、財務状況

第4章 フリートの動向と予測

第5章 フリートのリース動向:種類別(詳細)・金額別

第6章 冷凍(リーファ)コンテナ・リース市場

第7章 タンクコンテナ・リース市場

第8章 用語と定義

  • TEU(20フィートコンテナ換算):寸法
  • CEU(Capital Equipment Unit)
  • CEU単位での市場規模(2013年末現在)

図表一覧

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目次

Lease company rank and file

There are no more than 20 firms serving, or aspiring to serve the volume rental market, with these controlling more than 95% of the entire rental fleet. Ranking of these firms are important as as the leading firms via for market share dominance. Drewry's Container Leasing 2013/14 provides thorough rankings of leasing companies, including in the following key areas:

  • Container fleet owned/managed by top leasing companies (CEU, Cost, TEU, type)
  • Development of container fleet owned/managed by top leasing companies (2008 - 2013)
  • Development of newbuild container purchases by top leasing companies - 2009 - 1H14
  • Container fleet mergers and acquisitions concluded between leasing (and shipping) companies - 1985-2013

Lease structures, rates and financials

A key measure of a container rental company's performance is the investment return generated from leasing out new equipment, but to fully understand the drivers of this there must be an appreciation for a wider set of indicators. Drewry explores these and provides you with a robust analysis covering lease structures, rental rates and investment performance.

This section has extensive analysis on:

  • Analysis covers both Long-term lease (LTL) and Master lease agreement (MLA)
  • Development of rental rates, factory prices and rental return for dry freight containers 2000 - 2013 with forecasts to 2015.
  • Development of leased dry freight, tank, reefer, regional and total fleet by rental agreement 2008-2013.
  • Used container resale values 2003 -2013

Trends and forecast for the leased fleet

The world's fleet of operationally leased containers expanded by 7.3% during 2013 with 7% forecasted for 2014. Having assessed this recent growth Drewry continues by providing fleet forecasts up to 2017.

Included in this chapter:
  • Development and forecast of world container fleet and container purchasing by owner type 2000- 2017
  • Average age of world container fleet by owner category
  • Development and forecast of ocean-borne container deployment 2000-2017 (including container/slot ratio)

Leased fleet detailed type and value

The world’s rental container fleet has grown to 15,900,000 TEU fleet, however growth of its new-for-old replacement cost was less impressive, at below 3.5%. The Container Leasing Industry report provides a thorough break down of the fleet, including important data on:

  • Development of world container fleet by owner category 2008-2013 (CEU, Cost, Teu, Unit)
  • Development of container fleet on operating lease by detailed type 2006-2013 in 24 unique categories in 6 different classes both Regional and Maritime. (CEU, Cost, Teu, Unit)
  • Development of newbuild container purchase for operating lease by detailed type 2009-2013 and first quarter 2014 (CEU, Cost Teu, Unit)
  • Development of container fleet share on operating lease by detailed type 2008-2013 (% in Teu terms)

Reefer and Tank Container market

The reefer lease industry expanded by 19% during 2013, continuing a trend that saw the lessor fleet almost double between 2010-2013. Leasing companies also controlled a rising 55% of the total world tank container fleet at the end of 2013, although its share was even higher, at almost 60% of the maritime fleet in isolation.

This report provides dedicated market specific analysis for both the Reefer and Tank container markets in individual chapters. These chapters contain key information on:

  • Development and forecast of fleet owned/managed by top leasing companies, operating lease, owner category and transport operator from 2000 to 2017
  • Development of per diem and annual rental rates, ex-factory prices and percentage rental return , calculated depreciated, used container price, and resale price (2000-2015)

Table of Contents

1. Executive summary: Leasing firms strengthen their grip

  • Spricing, but weak rates
  • Soutlook for new box investment
  • Declining utilisation and residuals

2. Lease company rank and file

3. Lease structures, rates and financials

4. Leased fleet trends and forecast

5. Leased fleet by detailed type and value

6. Reefer container lease market

7. Tank container lease market

8. Terms and definitions

  • Teu - dimensional
  • Capital Equipment Unit (CEU) and replacement cost calculation
  • CEU values at end-2013

Tables

  • Development of world container fleet by owner category
  • Container fleet owned or managed by top leasing companies
  • Container fleet owned or managed by top leasing companies by detailed type
  • Development of container fleet owned or managed by top leasing companies
  • Development of container fleet owned or managed by top leasing companies
  • Development of container fleet owned or managed by top leasing companies
  • Development of newbuild container purchase by top leasing companies
  • Development of cumulative newbuild container purchase by top leasing companies
  • Container fleet mergers and acquisitions concluded between leasing companies, 1985-99
  • Container fleet mergers and acquistions concluded between leasing companies, 2000 onwards
  • Development of per diem rental rates, ex-factory prices and percentage rental return for newbuild dry freight containers placed on LTL
  • Development of per diem rental rates, ex-factory prices and percentage rental return for newbuild dry freight containers placed on MLA
  • Development of annualised per diem rental rate, percentage utilisation and revenue generated per CEU calculated for total dry freight fleet on operating lease
  • Development of leased maritime dry freight standard, high cube and special fleets by rental agreement type
  • Development of leased maritime dry freight standard, high cube and special fleets by rental agreement type (% share)
  • Development of leased dry freight, reefer, tank, regional and total fleets by rental agreement type
  • Development of leased dry freight, reefer, tank, regional and total fleets by rental agreement type
  • Development of annualised utilisation rate for leased maritime dry freight standard, reefer, tank and total fleets
  • Development of used standard dry freight prices
  • Calculated depreciated cost for standard dry freight containers assuming linear 6% per annum to 15 years, at end-2013
  • Used standard dry freight container price by original year of build and % of ex-factory price, at end-2013
  • Calculated average age (in years) of world container fleet by owner category
  • World container fleet by owner category and year of production at end-2013
  • Development of container fleet on operating lease
  • Development of container fleet owned by transport operator
  • Development of world container fleet
  • Development of original newbuild container purchases by owner category
  • Development of world container fleet by owner category
  • Development of world container fleet by operating category and ratio to vessel slot
  • Development of oceanborne container deployment, giving split by owner category and global container/slot operating ratio
  • Development of oceanborne container and vessel slot fleet growth
  • Development of world container fleet by owner category
  • Development of container fleet on operating lease by detailed type
  • Development of container fleet on operating lease by detailed type
  • Container fleet on operating lease by detailed type
  • Development of newbuild container purchase for operating lease by detailed type
  • Development of newbuild container purchase for operating lease by detailed type
  • Newbuild container purchase for operating lease by detailed type
  • Development of container fleet share on operating lease by detailed type
  • Development of reefer fleet owned/managed by top leasing companies
  • Development of reefer fleet on operating lease by size
  • Development of reefer fleet owned by transport operator by size
  • Development of world reefer fleet by size
  • Development of world reefer fleet by owner category
  • Development of reefer fleet on operating lease
  • Development of reefer fleet owned by transport operator
  • Development of world reefer fleet
  • Development of per diem rental rates, ex-factory prices and percentage rental return for newbuild reefer containers placed on LTL
  • Development of annualised utilisation and end-year resale price calculated for reefer fleet on operating lease
  • Calculated depreciated cost for reefer containers assuming linear 7% per annum to 13 years, at end-2012
  • Used reefer container price by original year of build and % of ex-factory price, at end-2012
  • World reefer fleet by owner category and year of production at end-2013
  • World reefer fleet by owner category and refrigerant type
  • Development of original newbuild reefer purchases by owner category
  • Development of tank container fleet owned/managed by top leasing companies
  • Development of per diem rental rate, ex-factory price and percentage rental return for newbuild maritime 20ft tank container placed on long-term operating lease
  • Calculated depreciation cost per 20ft tank container assuming linear 5% p.a. to 20 years and used price by original year of build, at end-2013
  • World tank container fleet by owner category and year of production, at end-2013
  • Development of tank container fleet on operating lease
  • Development of tank container fleet owned by transport operator
  • Development of world tank container fleet Figures
  • Development of per diem rental rates and ex-factory prices for newbuild 20ft standard container placed on long-term operating lease, 2004-15
  • Development of leased fleet by rental agreement type, 2008-13
  • Development of container fleet on operating lease, and its global share, 2004-17
  • Development of annual newbuild container purchases made by leasing companies, and their global share, 2004-17
  • Container fleet on operating lease by detailed type and global share taken, end-2013
  • Container fleet by owner category, end-2013
  • Container fleet owned/managed by top leasing companies, end-2013
  • Container fleet owned/managed by top leasing companies, end-2013
  • Cumulative container purchases by top leasing companies, 2004-13
  • Container fleet quantities merged or acquired by leasing (and shipping) companies, 1985-2014
  • Development of per diem rental rates and ex-factory prices for newbuild 20ft standard container placed on long-term operating lease, 2004-15
  • Development of annualised per diem rental rate (US$ generated per CEU) and utilisation rates for total dry freight fleet on operating lease, 2003-13
  • Development of leased maritime dry freight fleet by agreement type, end-2008 and end-2013
  • Development of total leased fleet by rental agreement type, end-2008 and end-2013
  • Development of ex-factory and resale prices for 20ft standard container, 2003-13
  • Development of ex-factory and resale prices for 40ft standard container, 2003-13
  • Development of world container fleet by owner category, 2004-17
  • Development of original newbuild container purchases by owner category, 2004-17
  • Development of container disposals by owner category, 2004-17
  • World container fleet by operating category, end-2013
  • Development of ocean-borne container deployment, giving split by owner category and world container/slot operating ratio, 2004-17
  • Development of container fleet on operating lease, 2008-13
  • Development of container fleet owned by transport operator, 2008-13
  • Container fleet on operating lease by detailed type, end-2013
  • Newbuild containers purchased for operating lease by detailed type, 2013
  • Development of container fleet share on operating lease by detailed type, end-2008 and end-2013
  • Reefer container lease market
  • Reefer fleet owned/managed by top leasing companies, end-2013
  • Development of world reefer fleet by owner category, 2004-17
  • Development of original newbuild reefer purchases by owner category, 2004-17
  • Development of per diem rental rates and ex-factory prices for newbuild 40ft high cube reefer container placed on long-term operating lease (LTL), 2004-15
  • Development of ex-factory and resale prices for 40ft high cube reefer container, 2003-13
  • Leased reefer fleet by rental agreement type, end-2013
  • Tank container lease market
  • Tank container fleet owned/managed by top leasing companies, end 2013
  • Development of per diem rental rates and ex-factory prices for newbuild 20ft maritime tank container placed on long-term operating lease (LTL), 2004-15
  • Leased tank container fleet by rental agreement type, end 2013
  • Development of world tank container fleet by owner category, 2004-17
  • Development of original newbuild tank container purchases by owner category, 2004-17
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