Alphaliner: Containerrederier i rødt

Efter to kvartaler med overskud, går det igen den forkerte vej for containerrederierne der kan vente underskud i 4. kvartal. Det vurderer Alphaliner i den seneste udgave af sit ugebrev.

Underskuddet i 4. kvartal kommer efter, at raterne er faldet mere end 20 procent i forhold til toppen i juli, samtidig med at udnyttelsesgarden er faldet til under 75 procent på en række vigtige ruter.

Raterne ligger nu på niveau med februar der ikke var nogen god måned for containerfarten. Samlet set kom containerrederierne ud med et operationelt tab på 12 procent i 1. kvartal, stigende til et operationelt overskud på en enkelt procent i 2. kvartal - toppende med 4 procent i 3. kvartal, der blev det bedte kvartal for rederierne siden 4. kvartal 2010.

Containerrederierne håber på at løfte raterne fra midt i denne måned, men Alphaliner ser ikke optimistisk på muligheden herfor, med baggrund i den lave udnyttelsesprocent. Under alle omstændigheder vil en stigning sidst på måneden ikke være nok til at trække hele kvartalet i plus, lyder vurderingen.

Kilde: Alphaliner.

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