1. Shipbuilding Industry
CCMI/057
Competitiveness of the Metals Industries
Shipbuilding Industry
Brussels, 30 Sept. 2008

2. New orders, completions and orderbook

3. New orders, completions and orderbook

4. Turnover of main shipbuilding areas

5. Steel Price Evolution
European Index
World Index
Asian Index

6. European Market Share by Ship Types
Less steel-intensive Ships
Steel-intensive Ships

7. Conclusions
Shipbuilding sees a clear impact of price differences in the steel market
Due to time-gap between contract signature and delivery, yards take the full inflation risk
Level playing field for raw material is essential for steel consumers acting in a global environment
Effective contribution of down-stream users to climate change jeopardised

8. Comments on the Draft Opinion
Importance of Sectoral action; iron&steel direct employment is 1/30 of the 23 million jobs mentioned
Climate change: additional costs for steel producers will harm also down-stream users and their ability to contribute to the climate change challenge
“Global agreements” must not move the costs to the down-stream markets (e.g. by trade restrictions)
R&D: effective research done in sub-segments

9. +++ Thank you for your attention +++ more info at http://www.cesa.eu

10. +++ Back-up +++

11. Shipbuilding Requirement vs. Capacity Source: SAJ, September 2006
Mill.CGT
50.0
Newbuilding Capacity
Europe (6.9)
Expected Completion
35.7
China (14.7)
29.5
CHINA
23.7
23.5
This slide is the break-down of the capacity evaluation prepared by the Japanese Shipbuilding Associations
EUROPE
Newbuilding Requirement
Korea (15.8)
KOREA
Japan (10.0)
JAPAN
Source: SAJ

12. Shipbuilding Requirement vs. Capacity Source: SAJ, September 2008
Mill.CGT 70
CAPACITY 57
Estimated COMPLETION
GAP
SHIPBUILDING COMPLITION
CHINA
NEWBUILDING REQUIREMENT
KOREA
KOREA
JAPAN
JAPAN

13. Shipbuilding Price Evolution