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PANEL MEMBERS

PANEL MEMBERS. Moderator: Anders Norlin , Box Credit Member: Mark DePasquale , Florens Container Services John McManis , One Way Lease Andrew Regis, Triton Arshad Hossain , Textainer Equipment Management Michael Gurcke , World Container Trading.

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PANEL MEMBERS

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  1. PANEL MEMBERS • Moderator: • Anders Norlin, Box Credit • Member: • Mark DePasquale, Florens Container Services • John McManis, One Way Lease • Andrew Regis, Triton • ArshadHossain, Textainer Equipment Management • Michael Gurcke, World Container Trading

  2. Why do we have a container shortage? $US decline Slow steaming Change in trade flow Different approach to disposal Different approach to off hiring

  3. What is the current container supply situation? • What's being disposed? • What's being built? • What is the current factory capacity and utilization? • Who is buying new? • Who is buying used?

  4. What is the future short term supply situation? 2011 Late spring \ early summer 2011 Fall\Holiday season

  5. What is the long term container supply situation? • Is the current supply situation permanent? • Equipment built 10-12 years ago, when is it coming into the second hand market?

  6. Conclusions • What recommendations do you have to your equipment buyers?

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