Charter Market Report - H1 2022

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CHARTER

MARKET REPORT JANUARY - JUNE 2022 OVERVIEW

T H E I N T E R N AT I O N A L YA C H T C O M PA N Y


CONTENTS

CONTENTS

4

EXECUTIVE SUMMARY

6

2022 GLOBAL CHARTER MARKET TRENDS OVERVIEW

8

GLOBAL BOOKINGS BY LOCATION

12

WINTER SEASON 2022 CHARTER BOOKINGS BY LOCATION

16

SUMMER SEASON 2022 CHARTER BOOKINGS BY LOCATION

20

2022 CHARTER FLEET OUTLOOK

22

IYC RETAINS ITS LEADERSHIP POSITION IN THE CHARTER MARKET

24

THE IYC CHARTER FLEET EVOLUTION

DISCLAIMER The IYC team has worked hard to ensure that all facts and information printed in this report at the time of publication are correct. IYC cannot accept responsibility for any errors, omission or inaccuracies and is not responsible for or owes any duty of care to any party seeking to rely on the content of the report. Any such reliance shall be taken at the persons’ own responsibility. No part of this report may be reproduced without the permission of IYC.

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EXECUTIVE SUMMARY Following a record year for the charter market, the 2022 charter season is proving to be even more active. After two years, where international travel was affected by covid related regulations, the appetite for vacationing abroad increased with clients looking to venture on yacht charters around the world. The 2022 winter charter season recorded robust activity and the summer season is expected to be even stronger than 2021. The purpose of this report is to provide a synopsis of the prevailing state of the charter market in 2022 and an outlook for the upcoming charter season. IYC is closely following the charter market and client trends, which are shaping the industry as a result of global events. Irini Saranti Global Marketing Director

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GLOBAL CHARTER MARKET TRENDS OVERVIEW JANUARY - JUNE 2022

A STRONG ‘MED’ SEASON

IMPACT OF WAR IN UKRAINE

The Mediterranean has already recorded a +10% increase in bookings versus 2021, primarily driven by high

Despite a drop in requests during the first

activity among US based clients who have returned to the region, following two years chartering ‘closer to

10 days following Ukraine’s invasion, the

home’. The Bahamas and New England, which had seen a surge in bookings during the past two years, are

war has not had a significant impact on

experiencing slower activity.

the charter market. Turkey was one of the

IYC CHARTER CLIENT BOOKINGS BY NATIONALITY

3%

4%

destinations to benefit, with certain Russian

HIGHER ADVANCED PROVISIONING ALLOWANCE (APA) REQUESTED As the cost of goods and fuel in particular increase, clients are requested to pay a higher APA (35% versus 30% - even 40% in some cases) to cover the cost of provisions and running expenses for their charter.

LAST MINUTE BOOKINGS Despite an overall normalization in travel regulations in most parts of the world, the trend of booking last

clients choosing to charter in the area. This, coupled with the devaluation of the Turkish Lyra, has resulted in a +36% increase in

CHARTERS ALREADY IN THE BOOKS FOR 2023 With appetite for travel remaining high

inquiries during the months of April and May.

the charter market is already recording bookings for 2023 in the Caribbean, the

have a lower fuel consumption.

DEMAND FOR YACHTS WITH VACCINATED CREW

7% NORTH AMERICAN EUROPEAN RUSSIAN

prior to the embarkation date, however all in all the rate of requests has been more spread out, with more

With fuel prices at a high, certain clients especially in the smaller yacht size segment, are favoring yachts that

3%

charters to date versus 2021.

minute is still there although not as strong as 2020 and 2021. Charters are still booking less than thirty days

HIGHER DEMAND FOR FUEL EFFICIENT VESSELS

2%

19%

62%

49% UK MIDDLE EASTERN SOUTH AMERICAN OTHER

Bahamas, as well as the Mediterranean for the summer season. If the dollar maintains its stronger value versus the euro, we expect to see a further increase in early ‘Med’ bookings for next summer.

Yachts that employ fully vaccinated crew have gained popularity among clients who are still weary of Covid.

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GLOBAL BOOKINGS BY LOCATION 2022 CRUISING TRAFFIC % OF TOTAL BOOKINGS BY LOCATION (ANNUALLY)

MEDITERRANEAN The most popular destination for the

ALASKA

PACIFIC NORTH WEST

summer season with the majority of Niche summer charter destination

bookings in Greece, France, Italy and Croatia.

attracting US based clients. CROATIA 10% NEW ENGLAND 1%

FLORIDA 1% Steady bookings year round with a year on year increase.

FRANCE 16% BALEARICS 5%

ITALY 15%

TURKEY 6%

GREECE 24% MIDDLE EAST

BAHAMAS 8% CARIBBEAN 8%

CENTRAL / SOUTH AMERICA 1%

MALDIVES 1%

SOUTHEAST ASIA 1%

Winter destination with the highest number of bookings and a peak during the New

SOUTH PACIFIC

Year’s period.

AUSTRALIA 1%

REST OF WORLD 2%

NEW ZEALAND

*Source: Yachtfolio. Yachts 20 meters and above. June 30, 2022

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% CHARTER BOOKINGS BY LOCATION

2021 - % OF BOOKINGS BY LOCATION

JANUARY - JUNE 2022 - % OF BOOKINGS BY LOCATION

YACHTS 20M+

YACHTS 20M+

1%1% 2%

1% 1% 1% 1% 4%

4% GREECE

6%

GREECE

8%

CROATIA

22%

TURKEY FRANCE

10%

CROATIA

24%

TURKEY FRANCE

8%

ITALY

ITALY

BALEARICS

11%

6%

BALEARICS

BAHAMAS

5%

10%

CARIBBEAN NEW ENGLAND

5%

15% 17%

BAHAMAS CARIBBEAN NEW ENGLAND

SOUTH PACIFIC

SOUTH PACIFIC

15%

INDIAN OCEAN SOUTHEAST ASIA

6% 16%

REST OF WORLD

INDIAN OCEAN SOUTHEAST ASIA REST OF WORLD

Greece retains its position as the #1 charter destination globally with an increasing trend.

The West Mediterranean is stable, although it experienced a slower start in bookings.

The Caribbean recorded in increase in charters driven by a strong Winter Season.

*Source: Yachtfolio. Yachts 20 meters and above. June 30, 2022

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WINTER SEASON 2022 CHARTER BOOKINGS NUMBER OF WEEKS BOOKED BY REGION

BY LOCATION Despite some remaining travel regulations the 2022 winter charter season (November 2021 to April 2022) all in all was active, with 88% of bookings taking place in the Caribbean and the Bahamas. Like every year, the majority of charters were completed by US residents. Looking ahead into the upcoming winter charter season, with appetite for travel remaining high the market is already recording bookings locations. Looking at the Global Charter Market (yachts 20m+), in terms of number of weeks booked: •

BAHAMAS: Recorded a +11% increase in charter bookings versus 2021, which was already a very strong year for the region. The area was particularly busy during the holiday months with a +26% increase in December charters. Bookings for the 2023 winter charter season are already under way. Nevertheless, following the Bahamas’ recent introduction of a 10% VAT (on top of its 4% tax), we anticipate that certain charter clients may favor the Caribbean, where in most locations there is no tax.

YACHTS 20M+ (WINTER SEASON 2020 - 2021 - 2022) 2020 WEEKS

2021

2022

1400

BOOKED

1200 1000 800 600 400

CARIBBEAN: Retained its position as the leading winter charter destination with a 53% market share and a +98% increase versus the previous year. The relaxation in travel regulations across Caribbean countries, had

200

a positive impact on bookings, especially during the holiday period. Looking ahead, the regions is already recording charters for the 2023 winter season. •

which was a -70% decrease in charters compared to 2019. Following the relaxation of regulations in the region, charters for the remainder of 2022 but also for 2023 are expected to be stronger. •

0

SOUTHEAST ASIA: With most countries still hosting strict travel regulations, the area remained at 2020 levels, BAHAMAS

CARIBBEAN

S. PACIFIC

INDIAN OCEAN

SE ASIA

INDIAN OCEAN: Charters in the area recorded a slight decline (-11%) compared to the previous season. The Maldives remain the key charter destination. Activity is expected to remain in par with 2022.

SOUTH PACIFIC: The area recorded a slightly stronger season, with a +9% increase in bookings. Each year bookings in the area are stable, so we expect the 2023 charter season to perform in line with previous years.

*Source: Yachtfolio. Yachts 20 meters and above. June 30, 2022

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% OF BOOKINGS BY LOCATION YACHTS 20M+

3%

5%

2%

8%

38%

4% 5%

CARIBBEAN BAHAMAS SE ASIA SOUTH PACIFIC

35%

53%

INDIAN OCEAN

45%

2021

JANUARY - JUNE 2022

The Caribbean recorded a highly strong season with a +102% increase in bookings versus 2021.

The Bahamas recoded a +11% increase in winter charter bookings.

*Source: Yachtfolio. Yachts 20 meters and above. June 30, 2022

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SUMMER SEASON CHARTER BOOKINGS BY LOCATION JANUARY - JUNE 2022 NUMBER OF WEEKS BOOKED BY REGION YACHTS 20M+ (SUMMER SEASON 2019 - 2020 - 2021 - 2022)

The 2022 summer charter season (May - October 2022) is expected to be stronger than 2021. Despite what may be called a turbulent macroeconomic environment, bookings in the Mediterranean (90% of total summer charters) have already surpassed 2021 levels and are expected to continue their positive trend.

2019 WEEKS

Looking at the 2022 Global Charter Market (yachts 20m+), in terms of number of weeks booked: •

EAST MEDITERRANEAN: The region with the highest demand to date, accounting for 49% of total bookings. Greece retains its position as the top charter destination globally, while Turkey also recorded increased activity this year. -

Greece: Continues its positive growth trend, with 2022 charters to date having surpassed 2021 levels by 20% and reservations for the 2023 summer season already in the books. Low rates in duty-free fuel and VAT are favoring yachting activity.

-

Croatia: Remains stable versus 2021, however with slower activity in the 50m+ size segment.

-

Turkey: Recorded a +36% increase in charters versus 2021, driven by the Lyra devaluation as well as activity by Russian clients.

WEST MEDITERRANEAN: Although the region recorded a slower start, bookings picked up in May and June with charters having surpassed 2021 levels. The region accounts for 45% of total summer charters. -

France: Retains its position as the second busiest summer charter destination (18%), with stronger activity in the 60m+ as larger yachts made their crossing to the Mediterranean this year.

Italy: Ranking third in terms of summer charters globally (19%), already having surpassed 2021 levels.

2020

2021

JANUARY - JUNE 2022

7000

BOOKED

6000 5000 4000 3000 2000 1000 0 EAST MED

WEST MED

BAHAMAS

NEW ENGLAND

BAHAMAS / NEW ENGLAND: Following a strong 2020 and 2021, driven primarily by US based clients, both areas are recording a slower summer season this year. Last minute bookings are expected in both destinations.

*Source: Yachtfolio. Yachts 20 meters and above. June 30, 2022

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% OF BOOKINGS BY LOCATION YACHTS 20M+ 5%

4% 1%

2% 6%

7% 26%

GREECE TURKEY

19%

29%

CROATIA FRANCE

19%

ITALY

13% 21%

BALEARICS BAHAMAS NEW ENGLAND

6%

2021

12%

20% 7%

JANUARY - JUNE 2022

The East Mediterranean region (Greece, Croatia, Turkey) is #1 in terms of bookings to date. The region has already recorded a +16% increase in bookings versus 2021.

The West Mediterranean (France, Italy, Balearics) has already recorded a +4% versus 2021 bookings.

Bahamas and New England are experiencing a slower season compared to 2020 and 2021, with both yachts and US based clients choosing to cruise in the Mediterranean.

*Source: Yachtfolio. Yachts 20 meters and above. June 30, 2022

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2022 GLOBAL CHARTER FLEET OUTLOOK The global charter fleet has been growing year on year at a +6% rate. 2022 started with 1860 superyachts available to charter. The fleet has already grown to 1920 boats, recording a +3% increase. We expect this growth trend to continue during the next 12 months driven by high charter demand on both sides of the Atlantic and an active sales market. Successful charter yachts will make for attractive purchase options among buyers looking to offset yacht ownership costs due to inflation and the increase in fuel prices.

GLOBAL CHARTER FLEET EVOLUTION 2019-2022 YACHTS

2500 +7% 2000

1500

1000

500

0 2019

2020

2021

2022 PROJECTION

*Source: Yachtfolio. Yachts 20 meters and above. June 30, 2022

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IYC RETAINS ITS LEADERSHIP POSITION IN THE CHARTER MARKET IYC is a leading company in the charter market, managing the largest superyacht fleet worldwide. We are proud to represent some of the best yachts on the market globally.

PERFORMANCE DRIVEN RESULTS LARGEST FLEET WORLDWIDE IYC manages the largest charter fleet across key cruising grounds.

125+ YACHTS In the IYC Charter fleet.

+200% FLEET GROWTH Since 2015.

OVER 825 CONTRACTS BOOKED As of the first semester of 2022.

6,300+ DAYS OF CHARTER BOOKED As of the first semester of 2022.

$108 MILLION Total value of Charter Fees booked January - June 2022.

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THE IYC CHARTER FLEET EVOLUTION NUMBER OF YACHTS IN THE IYC CHARTER FLEET GLOBALLY

IYC has brought together an exceptional collection of charter yachts, with our fleet located in all

2015 - 2022

key yachting destinations around the world, including the Bahamas, Caribbean, South of France, Italy, Balearics, Croatia, Greece, New England and Australia.

140

+200 %

Over the course of the past years, the company has increased its fleet by +200%, with the addition of 86 superyachts. IYC has earned owners’ trust through the proven ability to maximize yacht bookings and successfully manage a growing fleet.

Increase in the IYC charter fleet

120

with 86 yachts added since 2015.

100

IYC CHARTER FLEET CONFIGURATION 80

SIZE RANGE 2%

60

10%

40 36%

20-30m 30-40m

25%

20

40-50m 50-60m 60m+

27%

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0 2015

2016

2017

2018

2019

2020

2021

H1 2022

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IT’S YOUR CHOICE. WE HELP YOU MAKE THE RIGHT ONE.

I YC .CO M


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