Business Fleet Africa October 2022

Business Fleet Africa brings you all the latest news and developments from the world of commercial vehicles. This month we cover a variety of topics including all the news from the recent IAA in Hannover. In addition we bring you the latest developments from Volvo, Iveco, Quantron, and Hino. Regular topics include the Ctrack Transport and Freight Index and a deep dive into the monthly sales as well as extensive coverage on fuel and new energy solutions affecting the commercial vehicle industry.

BUSINESS FLEET AFRICA | October 2022

WWW.BUSINESSFLEETAFRICA.CO.ZA

TRANSPORT AND FREIGHT INDEX

The South African logistics sector con-

tinued to improve during the month of

August, building on its strong Q3 perfor-

mance. The Ctrack Transport and Freight

Index (Ctrack TFI) grew by 2.0% in August

compared to July, which represented

a 12.9% improvement compared to a

year ago, and an improvement on July’s

revised 9.0% year-on-year growth rate.

The annual comparison is, however,

still influenced by a low base of compar-

ison, as the August 2021 Index was still

under pressure due to the aftermath

of the riots in KZN and Gauteng during

July 2021. During August the Ctrack

Transport and Freight Index was able to

surpass March’s pre-flooding level.

Despite many challenges that remain

a reality for the sector including high fuel

prices, rising interest rates and the nega-

tive impact of regular load shedding, the

logistics sector proved to be largely resil-

ient. Four of the six segments measured

by the Ctrack Transport and Freight

Index increased on an annual basis

during August, with the star performer

once again being Road Freight, followed

by Pipeline Transport, Air Freight and

Sea Freight. The remaining segments

including Storage and Handling and Rail

Freight returned declines. The latter

has been on a downward spiral for five

consecutive months, reflecting ongoing

challenges in the rail sector.

“We have had a couple of months

without any major disasters and the

majority of the segments measured by

the Ctrack Transport and Freight Index

have benefitted from this stability in

the general transport environment.

However, further policy restraints,

inflationary impact on tyres, parts and

servicing items do remain a concern for

the Road Transport Industry and can

restrict further growth and recovery,”

says Hein Jordt, Chief Executive Officer

of Ctrack Africa.

While the broader economic en-

vironment has a real effect on all the

sectors measured by the Ctrack Transport

and Freight Index, there are still vastly

different trends evident in each of these

sub-sectors. These trends are partly a

reflection of specific infrastructural chal-

lenges (notably in rail freight), while other

factors such as government policies,

management, efficiency and adaptability

also play an important role in the perfor-

mance of the various sub-sectors.

Road Freight was the best performing

sub-sector during August, with a notable

increase of 28.6% compared to a year

ago, a continuation of a positive growth

streak that emanated in January 2021.

While the number of heavy trucks on the

N3 and N4 toll routes declined by 2.7%

during August, StatsSA reported that

Road Freight payload for the country as

a whole has shown continuous growth,

with a 34% improvement on an annual

basis. The sector has been a beneficiary

of the on going underperformance of

the rail industry but has also been able

to capitalise on the evolving trend of

parcel delivery, driven by increases

in the popularity of online shopping.

According to the StatsSA land transport

survey, income generated from parcel

delivery has increased by 108.7% since

January 2018.

The Rail Freight component declined

by 8.9% year-on-year during August, the

fifth consecutive month of decline, which

can be attributed to large-scale theft of

copper cables, insufficient maintenance,

The South African logistics

sector continues to improve

Graph 1 Ctrack Transport and Freight Index % change on year ago

cTrack & EcONOmIsTs.cO.za

Aug-14

Aug-15

Aug-16

Aug-17

Aug-18

Aug-19

Aug-20

Aug-21

Aug-22

Feb-15

Feb-16

Feb-17

Feb-18

Feb-19

Feb-20

Feb-21

Feb-22

Nov-14

Nov-15

Nov-16

Nov-17

Nov-18

Nov-19

Nov-20

Nov-21

May-15

May-16

May-17

May-18

May-19

May-20

May-21

May-22

30%

20%

10%

0%

-10%

-20%

-30%

4,4%

12,9%

Graph 2 Ctrack Transport and Freight Index components (% change on year ago)

cTrack & EcONOmIsTs.cO.za

Road freight

Pipeline

Air freight

Sea freight

Rail freight

Storage

–13.9

–8.9

5.4

13.0

18.1

28.6

30

–20

–10

10

20

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