The recovery is underway at HAROPA ports
In line with the slowdown in global consumption and despite the efforts made by all stakeholders in the supply chains to ensure business continuity, HAROPA's maritime traffic is down compared to 2019 (-19% to 37.5 million tonnes). However, June marks a reversal of this trend that’s been confirmed over the first two weeks of July.
The global recovery in container traffic, a barometer of the economy, remains slow: at the end of June, the sector still showed a 27% decline, standing at 1.1 M TEUs (10 Mt). The fill rate of logistics warehouses and container terminals on the Seine axis, in particular Gennevilliers (from 90 to 78%) reflects a destocking effect that began in June.
Historically, cereal traffic confirmed excellent performance and grew by 40%: despite this complicated health crisis situation, the supply chain of the cereals sector has indeed managed to remain operational. At the end of June, flows reached a record level of 5.7 Mt of cereals loaded. This performance means we’re up 22% at 8.2 Mt for the solid bulk sector. The restart of construction sites which closed down during the crisis, and maritime and river traffic of aggregates and building materials over June, will confirm this trend.
Liquid bulk traffic was down 24% to 18.3 Mt due to the fall in crude oil imports (-47.6% / -5.4 Mt) due to the technical shutdown of Total's refinery in Gonfreville-L'Orcher and the temporary limitation of refining capacity on the Seine axis (a consequence of the health crisis on fuel consumption).
It should be noted, however, that the traffic in refined products is on the rise again in June especially, an increase made possible thanks to the relaxing of lockdown and the resumption of refining activity (Gravenchon and Grandpuits).
Outlook: in the third quarter, the recovery in refined product traffic is expected to continue, driven in particular by the dynamism of summer travel, which will boost road fuel consumption, while kerosene consumption will remain down due to global travel restrictions.
Within this difficult context, HAROPA ports have decided to maintain the investment programmes necessary for development; these include the construction of Port 2000 stations 11 and 12, the wind industry installation at Le Havre, land acquisitions for the Port Seine-Métropole Ouest (PSMO) project, the deployment of electrical terminals on the dock to develop environmentally friendly modes of transport and the further improvement of Rouen's maritime access and the development of new terminals.
Since the beginning of the health crisis, HAROPA has also sought to help client companies as part of a support programme called PUSH that combines commercial actions specific to the situations of the three port centres and the mechanisms of economic information and analysis, to find tailored solutions to create the necessary conditions for a return of growth. We hope that these different outputs (newsletters, webinars, Morning Talks...) and our one-stop information point email@example.com and our +33 2 32 74 72 06 helpline have been useful to you during this period. We invite you to keep in contact as the new season approaches to continue and strengthen our action with you.