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IG Metall Küste / Agentur für Struktur- und Personalentwicklung GmbH

Development of World Shipbuilding Facts & Figures – and a Project Proposal Heino Bade (IGM Küste) Thorsten Ludwig (AgS)

Industrial Europe Sector Committee Shipbuilding 21.11.2016 - Brussels

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2

9666 9610 12406 15738 17430 17376 14209 9647 6495 5836 5058 5705 7247 8715 5943 9327 12589 15629

25701 50221 62011

54359 48923 40878

32209 36649 40641 39925 13052

19076 25113

26894

29372

30714 30649

24460 19836

16132 12534

13615 17442 20855

15215

26368

33365 37243

46544

63389 64357

47576

39145

35529

28517 31169

31244 29257

5070

6426

9327

11696

18953

22040 22940

20158

13614

13067

13982 15762

11572 10938

0

50000

100000

150000

200000

250000

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

in C

GT

EU 28 + Norway China Japan South Korea RoW

Development of Global Orderbook by main Shipbuilding Areas 2002-2015 (in CGT)

Source: Sea Europe, Shipbuilding Market Monitoring Report No. 40, April 2016, based on Data from IHS Fairplay, own illustration

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3

33

24,3

11,2 8,3

1,9 0,9 4,7

KOREA CHINA JAPAN EUROPE BRAZIL USA RoW

Value of Deliveries in bn $ - 1st Half 2016

1,8 4,1

1,1

11,6

0 0 0,5

KOREA CHINA JAPAN EU28+Nw BRAZIL USA

Value of New Orders in bn $ - 1st Half 2016

Value of Deliveries and New Orders 1H 2016: Europe on the Rise again?

Source: Sea Europe, Shipbuilding Market Monitoring Report No. 40, April 2016, based on Data from Clarkson

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87,9

15,9 26 9,9

201 43,6

91,2 80,5

39,7

3,5

0

50

100

150

200

250

Europe South Korea China Japan USA

in b

n $

Naval Shipbuilding Commercial Shipbuilding

Value of Orderbook 2015 in main Shipbuilding Areas by Shipbuilding Sector (in bn $)

Source: Sea Europe, Shipbuilding Market Monitoring Report No. 40, April 2016, based on Data from Clarkson and AMI, own illustration

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10%

31% 42%

59%

2%

13%

37%

6%

47%

20%

39%

64%

1%

1%

4%

7% 2%

14% 1%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

EU 28 + Norway China Japan South Korea

Tanker/Gas Carriers Bulker Container/Dry Cargo Passengerships Offshore NCCV

New Orders in Shipbuilding Countries/Regions 2015 by Shiptype (in %)

Source: Sea Europe, Shipbuilding Market Monitoring Report No. 40, April 2016, based on Data from IHS Fairplay, own illustration

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0

50

100

150

200

250

2013 2014 2015 2016 1st Half

Inde

x 20

13=1

00

Tanker Bulker Container/Dry Cargo Passengerships NCCV

Development of Worldshipbuilding New Orders 2013-2016 by Shiptype (Index bases on CGT)

Source: VSM Presentation on current market situation held on 16th September in Hamburg, based on Data from IHS Fairplay, own illustration

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Development of World Shipbuilding Capacity

7

1010

1120 1120 1070

1010

900

800 730

50 56

69 63

67 60

55

45

0

10

20

30

40

50

60

70

80

90

100

0

200

400

600

800

1000

1200

2008 2009 2010 2011 2012 2013 2014 2015

No.of yards Capacity (Mio. CGT)

Source: BRS Group 29.06.2016, Genf; own illustration

Bezirk Küste Chinese Shipyards: Reducing Capacity since 2011, cumulated (in 1.000 Tons of Steel)

8

490 750

1030

2590

3810

4450

0

500

1000

1500

2000

2500

3000

3500

4000

4500

5000

2011 2012 2013 2014 2015 2016 (YTD)

1.00

0 To

ns o

f Ste

el

Source: BRS Group 29.06.2016, Genf; own illustration

Since 2011 the capacity of chinese shipyards has been reduced by 4,5 Mio. Tons of Steel (-30%).

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Before the crisis

9

Source: Shipbuilding in Europe, iaw, September 2005

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Before the crisis

10

Source: Shipbuilding in Europe, iaw, September 2005

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Before an after the crisis: German Shipbuilding Industry - Preserving Shipbuilding Sites and Jobs

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Shipyards 1990

Shipyards 2016

Employees á 100 (2016)

Bezirk Küste Restructuring in German Shipbuilding: Names are changing – Yards remain

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58,3% of all employees on

German yards

73,9% of all employees on

German yards

Group Shipyards Employees Preussag AG HDW Kiel

HDW Nobiskrug 3717

Thyssen Werften GmbH Blohm + Voss GmbH Blohm + Voss Repair GmbH Thyssen Nordseewerke

2837

Meyerwerft Group Meyer Werft GmbH Neptun Werft GmbH

2389

Kvaerner Kvaerner-Warnow-Werft 1282 Hegemann-Group Rolandwerft

Peene Werft 933

Lürssen Group Fr. Lürssen Werft GmbH Kröger Werft GmbH & Co KG

895

Group Shipyards Employees Meyerwerft Group Jos L. Meyer-Werft

Neptun Werft 3667

Thyssen Krupp Marine Systems

HDW GmbH (TKMS Kiel) TKMS Emden TKMS Hamburg

3344

Fr. Lürssen Group Fr. Lürssen Werft Norderwerft Repar GmbH Kröger Werft GmbH Peene-Werft GmbH Neue Jade Werft

2046

Genting Group Lloyd Werft Bremerhaven AG MV Werften Stralsund MV Werften Warnemünde MV Werften Wismar

1721

German Naval Yards German Naval Yards Kiel Nobiskrug Werft Lindenau Werft

964

Leading Shipyard Groups 2000 Leading Shipyard Groups 2016

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Project Proposal: Ten years after the shipbuilding crisis - What has changed – and how?

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What has changed in shipbuilding industry? Staff structure, production technologies, cooperation with suppliers, products …

The role of works councils and trade unions? Influence on restructuring measures Political framework for the maritime industry

Case studies: Developments of European regions dominated by shipbuilding industry (3-4 case

studies => which regions?) Developments in Asian regions dominated by shipbuilding industry (2 case studies =>

South Korea and Japan) Task: Identifying and describing good practices of future orientaded restructuring

measures for a sustainabel shipbuilding industry! Duration: 2 Years Cooperation Partners: industriALL Europe, national trade unions, national employer

associations, SeaEurope (=> letter of support, field access, questioning) Financing: HBS, EU (?), …