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DHL GLOBAL FORWARDING Ocean Freight Market Update April

2017 2 Topic Of The Month Summary: Ocean Freight Market High Level Market Development Market Outlook: Capacity And Rate Development General Market Information: Did You Know? Backup: Carrier Alliances overview Global Container Trade

2016 Acronyms and Explanations Content DHL Global Forwarding | OFR Market Update | April

2017 3 Topic of the month C DGF moves three million TEUs in 2016! Source: DHL DHL Global Forwarding | OFR Market Update | April

2017 Over the years, DGF has been able to leverage its volumes to provide customers with extremely competitive rates.

With the largest LCL network of all its forwarding peers, DGF moves over

2 million cubic meters of freight annually. Customers have access to some 2,580 weekly direct and bilateral consolidation services, and some 45,000 point pair combinations. DGF has also added innovative products like DHL Ocean Secure, DHL Ocean Thermonet and Ocean View, which are all particularly attractive for customers looking to optimize their supply chains and obtain a degree of transparency previously not available with Ocean Freight. Above all else, the secret to DGF'

s

3 million milestone is its employees. With over 4,000 ocean freight specialists around the world, DGF serves customers from over

330 locations worldwide.

2000 2005

2010 500 1'

240 2'

700

2016 3'

000 TEU in mio. Last year, for the first time in its history, DHL Global Forwarding handled three million TEU'

s of freight across its international network. This outstanding achievement is the result of many years of steady growth, the hard work of employees around the world, and DGF'

s innovative products and solutions.

4 Ocean Freight market in a nutshell (1/4) Source: IHS, IHS Markit, Alphaliner, DGF team Ocean Freight Rates Outlook ? ASPA C EURO uncertainty about phase-in/phase-out of vessel into the new alliance, thus expect utilization to remain at high 90%. Carriers are pushing for a GRI in April 2017. ? EURO C ASPA extremely tight space situation continues. Capacity reductions heavily impacting the already tight space situation. Further rate increases are expected. ? ASPA C AMLA several carriers have started blank sailings already and as of April 1st,

2017 space will be reduced by 12-15%. As a result an increase of rates is expected. ? TP EB : Strong utilization particularly into USEC. Next GRI announced for Apr 1st, 2017. WB : March GRI was mostly implemented. Vessels continue to be overbooked 3-4 weeks ahead. Pre-booking is strongly recommended. Service/Vessel/Terminal changes are already taking place in view of new carrier alliance agreements. ? TA drastic capacity reductions from USEC to EURO NC will be initiated by carriers in April and will continue until May (forecasted total reduction 7'

000 TEU on average). Rate increases are expected on trades ex USEC and Gulf. Rates ex USWC are expected to remain stable. ? ASPA-MENAT expect a volume increase starting mid April due to pre-Ramadan rush. GRI announced as of Apr 1st, 2017. ? ASPA-ASPA space continues to be extremely tight for all IPBC destination lanes. Rates increases, particularly for Pakistan and India are expected. Surcharges (in view of operational delays/issues) are being maintained and further implemented on IPBC inbound sectors. Pure Intra Asia Services are affected by the service reorganizations due to the new carrier alliances. Space/equipment levels are tightening on various Intra Asia lanes and carriers have already started to push for rate increases C particularly for ex TH export lanes. DHL Global Forwarding | OFR Market Update | April