1. A neutral, industry perspective across all transport modes on the EU Transport policy 2050 White Paper on Transport published 28 th March 2011 Analysis and Report by F&L Think Tank October 2012 1

2. Agenda Format 1.How to get involved today 2.How to get copies of today’s slides and the Think Tank report book Please press *6 to mute your telephone line (reverse with *6) 2

3. Agenda 14:00 – 15:00 CET  Industry View of the White Paper  Five Priorities 1.Dedicated freight corridors and terminals 2.TEN-FT 3.Financing, taxation, environment 4.Harmonisation 5.Sustainability  “Low Hanging Fruits” - what can we can do NOW, without substantial time and money?  What’s next? →Live debate with panel of EU and UK legislators (London, 9 th November) →Think Tank report book including a per mode response to the 10 goals and 40 measures Please press *6 to mute your telephone line (reverse with *6) 3

4. ROAD Andreas GEORG, Mars Commercial Director Global International Freight Martin KVYCH, LKW-WALTER Director INTERMODAL Rainer MERTEL, Kombiverkehr Director Dieter ROGGE, BASF Senior Manager Global Procurement and Logistics 2012 F&L Think Tank Members RAIL Armand TOUBOL, NEWOPERA Aisbl Vice Chairman Philippe ROBERT, GEFCO Director Operations INLAND WATERWAYS AND SHORT SEA Jürgen HASLER, Imperial Logistics International Director Corporate Development Norbert ZWICKER, Stora Enso Manager Procurement Sea Services 4

5. TT Reflection on the White Paper The VISION is perceived to be positive, ambitious and enthusiastic The STRATEGY needs to have concrete, practical, tangible and achievable measures The KEY PROBLEM AREAS and challenges, although addressed in previous documents, remain the same and broadly unsolved 5

6. Ten Goals for a Competitive and Resource-Efficient Transport system – Benchmarks for Achieving the 60 % GHG Emission Reduction Target” Developing and deploying new and sustainable fuels and propulsion systems 1.Halve the use of ‘conventionally fuelled’ cars in urban transport by 2030; phase them out in cities by 2050; achieve essentially CO 2 -free city logistics in major urban centres by 2030; 2.Low-carbon sustainable fuels in aviation to reach 40 % by 2050; also by 2050 reduce EU CO 2 emissions from maritime bunker fuels by 40 % (if feasible 50 %); Optimise performance of multimodal logistic chains, including making greater use of more energy-efficient modes 3. 30% of road freight >300 km should shift to other modes such as rail or waterborne transport by 2030 and more than 50% by 2050, facilitated by efficient and green freight corridors. To meet this goal will also require appropriate infrastructure to be developed. 4.By 2050, complete a European high-speed rail network. Triple the length of the existing high-speed rail network by 2030 and maintain a dense railway network in all Member States. By 2050 the majority of medium-distance passenger transport should go by rail. 5.A fully functional and EU-wide multimodal TEN-T ‘core network’ by 2030, with a high-quality and capacity network by 2050 and a corresponding set of information services. 6.By 2050, connect all core network airports to the rail network, preferably high-speed; ensure that all core seaports are sufficiently connected to the rail freight and, where possible, inland waterway system. Increasing the efficiency of transport and of infrastructure use with information systems and market-based incentives 7. Deployment of the modernised air traffic management infrastructure (SESAR) (12) in Europe by 2020 and completion of the European common aviation area. Deployment of equivalent land and waterborne transport management systems (ERTMS) (13), (ITS) (14), (SSN and LRIT) (15), (RIS) (16). Deployment of the European global navigation satellite system (Galileo). 8. By 2020, establish the framework for a European multimodal transport information, management and payment system. 9. By 2050, move close to zero fatalities in road transport. In line with this goal, the EU aims at halving road casualties by 2020. Make sure that the EU is a world leader in safety and security of transport in all modes of transport. 10. Move towards full application of ‘user pays’ and ‘polluter pays’ principles and private sector engagement to eliminate distortions, including harmful subsidies, generate revenues and ensure financing for future transport investments. 6

7. TT Reflection on the White Paper 1.Industry NEEDS policy consistency and continuity to enable long term investment 2.Set achievable targets!  Technology required to achieve the goals does not yet exist  Future changes in society/different mindset of future consumers? 3.Building and financing of network-infrastructure ?  So FOCUS on optimizing the use of the existing network Remember - the goal is to ENHANCE European competitiveness 7

8. TT Reflection on the White Paper 4. European law and European policy should prevail over member local policies  Let market forces develop new technology and the most suitable and sustainable solutions…… 5.Forced modal shift does not work! Interconnectivity between modes and within modes is vital 6.Blue belt initiative (short sea) is excellent 7.Climate initiatives are in line with the ideas that already existing in the industry Andreas Image showing interconnectivity between modes and within modes 8

9. Priorities for TT in the White Paper LUCERNE May 2012 EUROPEAN PARLIAMENT June 2012 WEB BROADCAST Today LONDON 8-9 Nov 2012 1. Dedicated Freight Corridors and Terminals   2. TEN-FT  3. Financing, Taxation, Earmarking Revenue for the Environment    4. Harmonisation    5. Sustainability    5 9

10. 1. Dedicated Freight Corridors/ Terminals Covered already in Lucerne More detail in presentation London 9 th November… … and in Think Tank Report Book to be distributed London 10

11. 2. TEN-FT Rainer’s Map 11

12. Discussion and Questions Please press *6 to mute your telephone line (reverse with *6) 12

13.  Industry View of the White Paper  Five Priorities 1.Dedicated freight corridors and terminals 2.TEN-FT 3.Financing, taxation, environment 4.Harmonisation 5.Sustainability  “Low Hanging Fruits” - what can we can do NOW, without substantial time and money?  What’s next? →Live debate with panel of EU and UK legislators (London, 9 th November) →Think Tank report book including a per mode response to the 10 goals and 40 measures Please press *6 to mute your telephone line (*6 to reverse) 13 Agenda 14:00 – 15:00 CET

14. 3. Financing, Taxation, Earmarking 1.Level playing field / equal for all modes? 2.Impact on sourcing? 3.Internalization of external costs? 4.Define pollution…….? 5.Harmonize costs 6.Impact of pricing/polluter pays – do we have any viable alternatives? 7.Land use 8.Social objections to infrastructure Ten Goals for a Competitive and Resource-Efficient Transport System: Benchmarks for Achieving the 60% GHG Emission Reduction Target Goal 10. “Move towards full application of ‘user pays’ and ‘polluter pays’ principles and private sector engagement to eliminate distortions, including harmful subsidies, generate revenues and ensure financing for future transport investments” 14

15. 4. Harmonisation More harmonisation between member states 1. Axle distance, load, dimensions, weight Axle distance trio aggregate needs to be 1310 MM and 9 axle weight (intermodal) Rear axle – we have 11.5to and 12.5to in EU – in case of reefer we need 12.5to 2. Aerodynamic devices should not be calculated into combination length 3.New EC 97/27 coming in November contains mistakes 4.Fuel taxes, road taxation and toll- systems 5.Social rules 6.Load safety and security rules and controls 7.Administration and Document requirements 8.Information PHOTO OF PHILIPPE New picture! Rainer 15

16. 4. Harmonisation The registration harmonization is still too different and protectionism is the result in some member states Road controls inside EU chaotic - too many institutions “cooking their own soup” – what is okay for one side is not okay for the other and hauliers have to pay again 16

17. 4. Harmonisation More harmonisation between member states Translate norms into national legislation as quickly as possible Set and leave the rules to enable long term investment Work with industry and industry bodies to ensure identical application in member states 17

18. 5. Sustainability Photo of ARMAND or MARTIN again 18

19. 4. Sustainability 1. A global approach is needed! CO 2 is a global issue and not restricted to Europe! European policy which puts too much emphasis on just one pillar (GHG) will negatively impact the economic and thus social dimension 2. “Useful Unit Measurement” to measure all modes equally and realistically 3. Wary of targets where viable solutions do not yet exist…… 4. Sustainability of alternative fuels is questionable - source of energy to be taken into consideration. Electric vehicles running on current produced in coal-power stations are NOT an option! 19

20.  Industry View of the White Paper  Five Priorities 1.Dedicated freight corridors and terminals 2.TEN-FT 3.Financing, taxation, environment 4.Harmonisation 5.Sustainability  “Low Hanging Fruits” - what can we can do NOW, without substantial time and money?  What’s next? →Live debate with panel of EU and UK legislators (London, 9 th November) →Think Tank report book including a per mode response to the 10 goals and 40 measures Now please press *6 to mute your telephone line and we’ll get started 20 Agenda 14:00 – 15:00 CET

21. What can we do NOW? RAIL  Better priority for freight in each period of the day to ensure reliability – this is fundamental.  Urgency in standardizing safety criteria and operational constraints across Europe to facilitate the networks integration.  New small infrastructure investments with a large impact on traffic efficiency. INTERMODAL  Define “relevant” key European freight corridors for all modes  Allocate approx. € 1bn (better: € 2bn) of annual TEN budget (Connecting Europe Facility) for small, very effective infrastructure measures, which help to remove bottlenecks of international links on European freight corridor network  Harmonize rules for road leg of intermodal transport (e.g. 44 tonnes) in EU: revision of Regulation 92/106/EG. 21

22. What can we do NOW? SHORT SEA  ? INLAND WATERWAYS  Deepening of the Rivers Elbe and Danube to encourage more inland waterways transportation between Eastern and Western Europe  Investment in infrastructure (ship lockings) to facilitate access for 110 meter vessels  Encouraging intermodal transport by barge (e.g. higher priority to container barges in sea ports) 22

23. What can we do NOW? ROAD  Use existing infrastructure more efficiently  Minor modifications of existing infrastructure  Impact Assessment – priority to small efficient investments  Reliability and service are critical  “In general" make traffic fluid and give priority to freight  Use modes where they are best suited  Harmonization 23

24. Discussion and Questions Please press *6 to mute your telephone line (reverse with *6) 24

25. Thank you for joining us today Think Tank panel discussion with key European and UK legislators 8 th and 9 th November London Think Tank report book including per mode response to the 10 goals and 40 measures indicated in the White Paper (London) We will email you information from today this afternoon Thank you for joining us today 25