Cool Logistics
The sight of a Port Operator
São Paulo, May 15th 2014
Patrício Junior
CEO – PORTO ITAPOÁ
VP – Associação dos Terminais Portuários Privados - ATP
Making the difference to always make it better
A Stakeholder's View
Cool Logistics – 15 min
AGENDA
1. Brazil's Figures - Export
2. Cargo Reefer + Meat + Ports
3. Bottlenecks
4. Draft – How important is 1 cm?
Wolrd´s Population – Over 7B People
Source: Konecranes –World Bank/IMF
What does Brazil produce and export?
Top 10 Export - US$ Million - 2013
Value
% 2013/12
% Share
1 - Ores
35.083
5,5
14,5
2 - Transport material
31.584
28,4
13,0
3 - Soybeans & prods
30.965
18,5
12,8
4 - Oil & fuel
22.398
-27,7
9,2
5 - Meat
16.272
6,6
6,7
6 - Chemicals
14.635
-3,6
6,0
7 - Sugar & ethanol
13.711
-8,8
5,7
8 - Metalurgic products
13.262
-14,8
5,5
9 - Machines & equipments
8.979
-15,1
3,7
10 - Paper & pulp
7.155
7,5
3,0
falling compared to 2012
growth compared to 2012
Source: Ministry of Development, Industry and Trade
Perishables - especially meat presents growing continuously
Meat
How are we?
Handling of Reefer cargo 2012-2013 (Containers Exported)
Ports of RS/SC/PR/SP, by Dataliner
70.000
60.000
50.000
40.000
30.000
20.000
10.000
-10.000
SANTOS
PARANAGUA
ITAPOA
S. F. DO SUL
2012
64.214
57.643
11.592
2013
67.416
51.595
5,0
-10,5
GROWTH %
ITAJAI
IMBITUBA
RIO GRANDE
5.038
NAVEGANTE
S
37.909
35.836
247
27.923
25.232
968
46.768
28.478
36
27.923
117,7
-80,8
23,4
-20,5
-85,4
0,0
An Important Point:
Ministry of Agriculture/Health Inspection/Customs
Example of Ministry of Agriculture
106 check-in points in Brazil
animal / plant
SANTOS
- 34 agents
- 1.200 container per day
Ports - 28
Airports – 26
Borders – 28
Interior Customs - 24
ITAJAÍ-NAVEGANTES
- 13 agents
- 400 container per day
S. FCO./ITAPOÁ
- 3 agents
- 60 container per day
Movements in the Brazilian Ports
1.000
886
900
PUBLIC PORTS
800
PRIVATE PORTS (TUP)
755 768
TOTAL
700
931
733
693
621
600
649
545
593
588
338
316
309
289
473
260
494
274
476
440
253
415
392
228
367
204
352
177
333
173
331
153
304
132
296
119
276
275
111
100
90
86
80
81
100
112
261
257
200
255
270
278
300
316
388 386
443 436
127
360
360 350
341 347
414
529
279
485
506
577
571
500
400
904
834
234
Millions
TONS
General Cargo and Container (TONs)
0
1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Source: ANTAQ
Brazilian ports in numbers – Containers
São Sebastião
TUP SANTA CLARA
TUP TEPORTI
Porto Velho
Macapá
Santarém
Itaqui
Imbituba
Recife
Belém
Natal
Vila do Conde
São Francisco do Sul
Fortaleza
TUP PECÉM
Vitória
TUP SUPER TERMINAIS
Salvador
Itaguaí (Sepetiba)
Rio de Janeiro
TUP CHIBATÃO
Suape
Itajaí
TUP PORTO ITAPOÁ
Rio Grande
TUP PORTONAVE
Paranaguá
Santos
0
0
0
0
0
0
0
0
0
0
0
1
And still competes
with bulk cargo.
1
2
2
2
3
4
6
3
4
4
6
6
8
8
34
-
Source: ANTAQ
Santos concentrates 34%
of cargo handled (TEU)
in Brazil – 2013.
0
5
10
15
20
25
30
35
40
Share (%)
Infrastructure
Compared with the BRICs
BRIC: Transport Infrastructure Investment 2011
10,06
China
1.015,05
8
India
324,8
7
Russia
155,4
0,36
8,14
Brazil
0
200
400
% of GDP
600
800
1000
1200
Investment (in US$ billion)
Source: APICS – American Production and Inventory Control Systems, SCC – World Supply Chain Council, and ABDIB
Reality and Prospect of Public Investment
VALUES (BRL Billion)
SECTORS
GROWTH
2006-2009
2011-2014
%
% per year
Eletric Power
104
139
34
6
Telecommunication
62
72
15
2,8
Sanitation
26
41
57
9,4
Logistics
55
129
499
18,6
Railways
20
60
202
24,7
Highways
30
51
71
11,4
Ports
5
18
225
26,6
247
380
54
9
Infrastructure
Ports has been always the last
priority of the Governments
Big growth but not enough
Source: APE/BNDES
Brazil: transport infrastructure investments
Public investment in transport infrastructure over the years in Brazil
In % of GDP
Source: CNT – Confederação Nacional dos Transportes (National Transports Confederation)
Brazilian Reality
Current Reality
Consequences
Most of the
investments are
exclusive from the
State
-
Delays in projects conclusions
Lack of control
Overspending
Limited technical knowledge
Tax complexity
-
High of "Brazil Cost“
Fear of large investments in longterm
-
Inability technical
Complex projects are postponed
Delay in resumption of growth
-
Fear for attracting foreign
investment
Occasional investments
(no interconnection)
Low investments in
specialized training of
logistics human
resources
Legal complexity
-
Draft –
How important is
1cm ?
Bunker prices increased exponentially
Source: SeaIntel Maritime Analysis
Concerning ports situation, specifically
One of the consequences…we are not a Top player…
REQUIREMENTS FOR
BERTHING
BIG VESSELS
•
•
•
•
•
None of these vessels enter into Brazilian
ports at maximum capacity.
Maritime
Safety
Depth
Evolution bay
Equipment
An example: Itapoá – access conditions
Variants of determining access to a port:
1 - Access Channel
- Draft
- Width
2 - Evolution basin
3 - Depth alongside
Rea$on$ for investment in maritime access in Brazil
+ 1 cm in draft
100 ton p/ vessel
8 CTR (with 12.5 ton each)
US$ 1,000
Loading/discharging...
1 CTR generates movement
8 CTRs generates movement
8 CTR
+ 1 cm in draft
US$ 8,000
+ 1 cm in draft
+US$ 8,000 p/ vessel
1 service in 1 berth
7 services in week
364 berthing/year
+ 1 cm in draft
100 ton p/ vessel
X
52 berthing/year
1 berth - 100% used
364 berthing/year
364 berthing/year
US$ 8,000 p/ vessel
ONLY 1 cm in draft can generate
In a berth 100% utilezed
+US$ 8,000 p/ vessel
US$ 2,9 millions
US$ 2,9 millions/year
Thank You!