Først nye containerskibe i 3Q 2011

Først om mere end et år, i tredje kvartal 2011, kan værfterne regne med igen at få ordrer ind på nye containerskibe. Det skønner direktør i analysefirmaet SeaAxis, Philippe Hoelinger.

Philippe Hoelinger baserer sine antagelser på kvalificeret fremskrivning af udvalgte historiske data. Og de viser, at der er en række vilkår som skal være opfyldt, før rederierne igen tør binde an med nybygninger.

"Den oplagte flåde skal svare til mindre end 0,2 millioner TEU, men det niveau når man først i tredje kvartal 2011. Aktuelt er niveauet 1,2 millioner TEU", siger Philippe Hoelinger.

Et andet argument er, at der skal være balance mellem udbud af og efterspørgsel efter containerkapacitet. Men det sker også først i tredje kvartal 2011 ifølge SeaAxis fremskrivning.

Kilde: euroinvestor.dk

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