1. Logistics, Trade and Transportation Symposium 2014 Industry Professional Track Agenda Day 2- Thursday, February 27

2. Impacts of the Panama Canal Expansion: Global Logistics Kevin Horn, Ph.D. Senior Consultant G.E.C., Inc.

3. General Trade Routes

4. Main Routes-FY 2010

5. Main Logistics Hubs

6. The Panama Canal Trade and Main Users

7. Size of Locks and Vessels

8. Influence on Ship Design and Orders From Panamax to the new Panamax (Post-Panamax) Orders for container ships in the 10,000 TEU+ range Dry bulk demand not (yet) affected Liquid bulk (oil, LNG) ships specifically designed for the new Channel Breathes new life into smaller container ships

9. Influence on the Design of Logistics Systems (Supply Chains) Consider the growing distribution center investment “behind” EC ports Service to and from many new ports Implications for market access Offers the “greenest” routing to and from ports served through the Canal

10. For Asia-USEC, the All-Water route is still the cheapest; but transshipment is not that far behind in terms of cost.

11. Using an 8000 TEU ship dramatically expands the accessible market from USEC ports.

12. Impact of Expansion on Container Services (Lines Perspective)

13. Panama Provides Easy Access to Consumers Located in Latin America, the Caribbean, North America, Asian, and European Markets

14. The Expansion Will Provide for Economies of Scale that Will Make the Route More Competitive and Will Enhance the Benefits of Doing Transshipments in the Country

15. Panama: Only Port of the World With Terminals in Two Oceans

16. Caribbean Transshipment Triangle

17. Questions?