World Trade Services Outlook - PDF Free Download

Macro View of Trade Confirms Globalization s Long-term Impact on the U.S. Economy 18 (U.S. Exports and Imports as a Percent of U.S. GDP) 16 14 12 10 8 6 4 1970 1975 1980 1985 1990 1995 2000 2005 2010 Exports Imports Source: Global Insight World Service Copyright 2006 Global Insight, Inc. 10/2006 2

World Containerized Trade Volume Grows Faster than the World Economy but at Smaller Multiples 14 (Year-over-year percent change) 12 10 8 6 4 2 0 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 Source: Global Insight World Service and World Trade Service WORLD TEUs Copyright 2006 Global Insight, Inc. 10/2006 3

Maturation / Saturation of Traded Goods Markets Leads to the Slower Growth in Volume Increases China s Market Share Penetration of Selected U.S. Import Categories Market saturation will limit additional growth Leather and Products 91% 56% Footwear 90% 73% Other Manufacturing, nes. 87% 32% Electrical Appliances and Housewares 81% 51% Watches and Clocks 80% 49% Motorcycles and Bicycles 78% 43% Electrical Apparatus, nec. 78% 31% Furniture and Fixtures 77% 33% Other Communications Equipment 76% 35% Transport Equipment, nec. 76% 62% Textiles 45% 30% Wearing Apparel 35% 35% Source: Global Insight World Trade Service TEUs Value Copyright 2006 Global Insight, Inc. 10/2006 4

Deep Sea Container Trade Volume Will Have Doubled in Just Ten Years From 2000 to 2010 140 120 100 80 60 40 20 0 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Copyright 2006 Global Insight, Inc. 10/2006 5 Millions of TEUs

North America Has Declined in Importance in World Total Container Exports by Region, in TEUs 60% Share of World TEUs 50% 40% 30% 20% 10% Far East North America Others EU 25 0% 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 Copyright 2006 Global Insight, Inc. 10/2006 6

North American Container Trade with Asia Is Becoming Increasingly Imbalanced 50,000 45,000 40,000 35,000 30,000 25,000 20,000 15,000 10,000 Asia to North America North America to Asia Thousands of TEUs 5,000 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Copyright 2006 Global Insight, Inc. 10/2006 7

European Container Trade with Asia is Also Increasingly Imbalanced 30,000 Asia to Europe 25,000 20,000 15,000 10,000 Europe to Asia 5,000 Thousands of TEUs 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Copyright 2006 Global Insight, Inc. 10/2006 8

North America Container Trade with Northern Europe Imbalance Remains Constant 3500 3000 2500 2000 1500 1000 500 N. America to N. Europe N. Europe to N. America Thousands of TEUs 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Copyright 2006 Global Insight, Inc. 10/2006 9

North American Exports are Dominated by a Few Bulk Commodities, Measured in Weight Terms Top Seaborne Commodities Coal Ores and Scrap Petroleum Refineries Residual Petroleum Products Crude Petroleum Animal Feed Oil Seeds Pulp Grain Organic Chemicals Paper and Paperboard and Products Top 10 Commodities represent over 80% of total Copyright 2006 Global Insight, Inc. 10/2006 10

North American Exports of Containerized Goods Are Varied by Commodity, Measured in Tons Top 10 Containerized Commodities Synthetic Resins Pulp Paper and Paperboard and Products Vegetables and Fruits - non- Refrigerated Organic Chemicals Parts of Motor Vehicles Vegetables, Fruits and Eggs - req Refrigeration Cork and Wood Represent 56% of the total Beverages Machinery and Equipment, nec. Copyright 2006 Global Insight, Inc. 10/2006 11

World Trade Service - Global Trade Navigator Long-term Bilateral World Commodity Trade Forecasting System Covers bilateral trade for the entire world defined by 54 countries and 16 regions Trade in 77 separate commodity groups defined using aggregations of international standard industry and commodity classifications By mode of transport for air, overland and 4 maritime vessel service types Historical Data from Country Customs Merchandise Trade Statistics Value starting 1980 & Volume in metric tons (+ TEUs for container) starting in 1995 Forecast 20 year annual frequency forecast horizon updated quarterly with macro & industry exogenous forecast inputs from other Global Insight services Format of Delivery Ongoing online access through Global Trade Navigator web interface Quarterly electronic analysis published in Trends in World Economics and Trade Custom forecast data files and disaggregations of trade data dimensions Copyright 2006 Global Insight, Inc. 10/2006 12

Port Tracker: Port Congestion Monthly Monitoring Produced with the NRF, Port Tracker covers nine key North American retail container import ports from a congestion perspective Forecasts of container volumes out 6 months plus discussion of the congestion outlook and related rail, port trucking and labor issues affecting congestion Sold by subscription Delivered electronically Copyright 2006 Global Insight, Inc. 10/2006 13

New Quarterly N. American Port Forecasts For use in port planning, maritime vessel service management and international intermodal analysis, a new quarterly North American port forecasting service is under development Initially, this service will provide port-specific container volume forecasts with a 6 quarter (18 month) forecast horizon, updated quarterly Ports covered include: Baltimore, Boston, Charleston, Hampton Roads, Houston, Jacksonville, Los Angeles/Long Beach, Miami, New Orleans, New York, Oakland, Portland, Savannah, Seattle, Tacoma, Vancouver BC Available with World Trade Service subscription or separately Copyright 2006 Global Insight, Inc. 10/2006 14