Copenhagen, Denmark – On the back of continued strong container market demand and the disruption caused by the ongoing crisis in the Red Sea, A.P. Moller - Maersk A/S (Maersk) now also sees signs of further port congestions, especially in Asia and the Middle East, and additional increase in container freight rates. This development is gradually building up and is expected to contribute to a stronger financial performance in the second half of 2024.
Based on this development, Maersk upgrades its 2024 full-year guidance and now expects an underlying EBITDA of USD 7 to 9bn and EBIT of USD 1 to 3bn (previously USD 4 to 6bn and USD -2 to 0bn, respectively), and free cash flow of at least USD 1bn (previously at least USD -2bn).
In the past month, the container transport market has entered a new phase driven by the disruptions from the ongoing crisis in the Red Sea and the ripple effects on global supply chains. While demand for container transport remains strong, supply has been negatively impacted by missed sailings, longer routes, equipment shortages, and delays leading to increased congestion across several key ports in Asia and the Middle East. This demand and supply imbalance has had an immediate and profound impact on freight rates.<br>
After a stable first quarter, price increases gained momentum during April and May across many regions. The ongoing threats to commercial vessels in the Red Sea and growing supply chain bottlenecks indicate that this situation won't improve soon. More capacity than expected will be needed to resolve these issues and stabilize the global supply chain. This has led us to reassess the outlook for the remainder of the year and upgrade our financial guidance.
Trading conditions remain subject to higher-than-normal volatility given the unpredictability of the Red Sea situation and the lack of clarity of future supply and demand.
Maersk will publish its Q2 result on 7 August 2024.
Maersk 소개
A.P. Moller - Maersk는 고객의 공급망을 연결하고 단순화하는 통합 물류 기업입니다. 물류 서비스 산업의 글로벌 리더로서 Maersk는 130개 국가에서 사업을 영위하고 약 100,000명의 직원을 보유하고 있습니다. Maersk는 새로운 기술, 새로운 선박 및 친환경 연료를 통해 2040년까지 사업 전반에서 순 배출량 제로 달성을 목표로 합니다.
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