PGP_STATE_OF_THE_NATION_compressed.pdf

1、STATE OF THE INDUSTRY IS PROGRESS FUELED BY INNOVATION OR RESPONSES TO EXTERNAL INFLUENCES?Peder Gellert13 November 2025Europe is the major RoRo/Ropax playgroundAll Ropax vessels 800LM&100 pax,all RoRo vessels 1000 LM(straight stern ramps)2(1)Source:Trollship vessel data All Ropax vessels 800LM&100

2、pax capacity,all RoRo vessels over 1000LM(all with straight stern ramps)Number of Ropax VesselsNumber of RoRo Vessels69%77%SE AsiaEuropean freight modal split has been static in the last 10 yearsMaritime sector splits into deep-sea containers,dry bulk,liquid bulk,short sea RoRo,short sea containers&

3、other3(1)Source:Eurostat Short Sea data tables.(2)Excluded air transport from modal split(1000Lm is owned by operatorsLMVessels%Operator Owned5,00033100%4,0005186%3,00010678%2,00018474%1,00030869%(1)Source:Clarksons no size or ramp restrictions.Stena c.2-300m investment into Immingham portBirkenhead

4、 agreement until 210077-year Heysham extensionEuropean RoRo/RoPax market SWOT analysis10StrengthsMain/only transport option in areasCompetitive advantage versus roadFlexibility of trade unit types&industryMarket stabilityIntermodal strengthWeaknessesCommoditisedHigh fixed cost basePort infrastructur

5、e requirements spaceLimited market influenceLimited digital expertiseOpportunitiesRegions of higher growth potentialGeopolitical positioningSet-up for unaccompanied growthM&A opportunities horizontal&verticalNew vessel technology&scaleFurther unitisation of cargo(i.e.breakbulk)Branching further into

6、“overlaps”segment(LoLo,PCTC etc.)ThreatsDecarbonisation costsPort infrastructure flexibilityLow market growthFurther geopolitical uncertaintyCustomer demands value&technologyMarket consolidation pressure on mid to small operatorsConsumer trends moving forward Value&technology driveContinued cost foc