Business Fleet Africa July 2023

The July edition of Business Fleet Africa brings you all the hottest news and developments on all types of commercial vehicles and their related industries. This month we bring you all the latest news from major players such as Iveco, DAF, TruckHive, Chery, Toyota and GWM. Regular topics include business advice from Standard Bank and a deep dive into the Ctrack Transport and Freight Index.

July 2023 | BUSINESS FLEET AFRICA

WWW.BUSINESSFLEETAFRICA.CO.ZA

Table 1 Change in Ctrack Transport and freight Index in May 2023

Percentage change between

Rail

Road

Pipeline

Sea

Air

Storage and

handling

Ctrack Freight

Transport Index

May 2023 vs May 2022 (y/y)

–9.6%

15.2%

–2.3%

2.1%

–3.6%

1.7%

7.5%

May 2023 vs April 2023 (m/m)

–1.7%

0.0%

1.7%

1.3%

0.9%

4.1%

0.4%

Quarter to May 2023 vs. Quarter to February 2023 (q/q)

9.1%

3.3%

6.2%

2.0%

3.4%

11.9%

4.9%

Note: The row highlighted in blue is the main Ctrack Transport and Freight Index values used.

Source: Ctrack and economistscoza, TNPA, StatsSA, SARS, N3 and N4 toll concessions, ACSA, ACOC, IATA.

“Ctrack believes that Road Freight will

remain the best choice for the transport-

ing of goods in South Africa for many

years. Therefore, we are always innovat-

ing and refining our offering to ensure

that our clients have the best chance of

success in a cut throat business environ-

ment that needs to operate in unpredict-

able conditions,” says Hein Jordt, Chief

Executive Officer of Ctrack Africa.

Reflecting this ongoing phenomenon

is a 15,2% annual improvement in the

Road Freight segment of the Ctrack

Transport and Freight Index, the 29th

consecutive month of growth for the

sector. These increases are evident in

the increased heavy vehicle traffic on

both the N3 and N4 routes during May.

The Rail Freight segment declined fur-

ther during May, after having recorded

some recovery during February and

March, albeit off an extremely low base.

The Rail Freight segment remains deeply

in the negative on an annual basis,

declining by 9.6% for the year ending

in May.

The Sea Freight segment of the

Ctrack Transport and Freight Index,

which was one of the segments hardest

hit by the Transnet strike of October

2022, is still in a gradual recovery mode.

Sea Freight increased by 1.3% during

May and moved into positive territory

on a year-to-year basis, for the first time

since September 2022. Although up by

2.1% on an annual basis, the sub-sector

remains 14.6% below the September

2022 pre-strike level. Container handling

increased by a notable 7.7% on a

monthly basis in May, while other cargo

handling increased by 2.7%.

The transport of liquid fuels via

Transnet Pipelines (TPL) increased by

1.7% during May, with the pipeline

component of the Ctrack Transport and

Freight Index improving significantly

on a quarterly basis, by 6.2%, although

it is still 2,3% behind the levels of the

previous year.

The Storage and Handling sub-sector

of the Ctrack Transport and Freight Index

continued to perform well during May,

with a 4.1% increase compared to April

and tracking 1.7% higher on an annual

basis.

Ctrack TFI and GDP growth

The transport industry was among

the top three sectoral performers in

the first quarter of 2023, increasing by

1.1% compared to the previous quarter

seasonally adjusted (vs. 0.4% for total

economy), contributing positively to the

overall economic performance of the

South African economy.

Additional improvements as indicat-

ed by the Ctrack Transport and Freight

Index in April and May are already indic-

ative of a sustained recovery in the logis-

tics sector that should benefit activity in

the broader economy during the second

quarter and beyond. While the econom-

ic narrative remains dismal, evidence of

resilience has recently been coming to

the fore, with better-than-expected eco-

nomic data releases. Production figures

in the mining and manufacturing sectors

have been surprising despite heavy

load-shedding during April, suggesting

that these industries are becoming

progressively more resilient to the

effects of load-shedding, as companies

reduce their energy dependence on an

embattled Eskom. Though it is still early

days, it is an encouraging trend that

could, if sustained, result in a somewhat

better economic scenario, than what

was previously envisaged.

“Despite a tough economic environ-

ment it is clear that goods still need to

be transported and Ctrack offers a wide

variety of solutions that assist operators

in doing so as safely and efficiently as

possible,” concludes Jordt. BFA

-125 000

-75 000

-25 000

25 000

75 000

125 000

2017

2018

2019

2020

2021

2022

175 000

Rail freight

Road freight

Graph 3 Annual change in Land Transport payload (000 tons)

CTRACK

Despite a tough economic

environment it is clear that goods

still need to be transported

and Ctrack offer a wide

variety of solutions that assist

operators in doing so as safely

and efficiently as possible

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