Triton Outlook and Market Fundamentals
Freight Rates and Container Prices Have Returned to
Prepandemic Levels
NEW BOX PRICES
CONTAINER SPOT FREIGHT RATES
$4,500
$4,000
$16,000
$14,000
WCI Shanghai to Rotterdam
WCI Shanghai to Los Angeles
$3,500
$12,000
$10,000
$8,000
$6,000
$4,000
$2,000
$0
7.0
MM TEU
6.5
6.0
5.5
5.0
Dec-19
Mar-20
Jun-20
Source: Clarksons Research.
Sep-20
Dec-20
+
TRITON
7.5
Source: Bloomberg.
CONTAINERSHIPS IN PORT (GLOBAL
EXCL. CHINA)
Dec-15
Jun-16
Dec-16
Jun-17
Dec-17
Jun-18
Dec-18
Jun-19
Dec-19
Jun-20
Dec-20
Jun-21
Dec-21
Jun-22
Dec-22
Jan-23
$3,000
$2,500
$2,000
$1,500
$1,000
$500
$0
Dec-12
Jun-13
Dec-13
Jun-14
Dec-14
Jun-15
Dec-15
DISPOSAL PRICES (1)
Mar-21
Jun-21
Sep-21
Dec-21
Mar-22
Jun-22
Sep-22
Dec-22
Jan-23
300
250
200
150
100
50
'g
20' Wtd Avg Price (Indexed)
40' HC Wtd Avg Price (Indexed)
Jun-16
Dec-16
Jun-17
Dec-17
Jun-18
Dec-18
Jun-19
Dec-19
Jun-20
Dec-20
Jun-21
Dec-21
Jun-22
Dec-22
Jan-23
Dec-12
Jun-13
Jun-14
Dec-15
(1) Disposal price indices represent a weighted average of container sales prices in the Americas,
Europe, and Asia Pacific rather than the actual sales mix in any given month. The indices remove
the impact of geographic mix shifts to provide a more accurate representation of price trends.
Excludes sales of new equipment.
8,0
Jun-19
Dec-19
Dec-21
Un-22
Dec-22
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