Belt and Road

 The sheer scale China’s Belt and Road programme and its strong focus on trade and transportation infrastructure mean it will likely be one of the biggest influencers on the global maritime industry for decades to come.  However, industry stakeholders both within and outside of China struggle to understand the true implications and potential impact of the programme.  This is largely because it is unprecedented in terms of both its size and method, but also because it is unprecedented in terms of the expansion of China-related interests in one programme overseas.  

Belt and Road is already boosting opportunities and the level of development of port and logistics infrastructure on a global level, as well as filling some much needed gaps in the maritime and trade infrastructure of emerging markets  But by bringing more state involvement into the development of maritime and trade assets - and with that development drivers that may go beyond the immediate financial and functional goals of new infrastructure - Belt and Road also adds a high degree of complexity and increased risk for traditional investors, developers and operators in sector assets.

This page represents a collection of key intelligence from our specialist business writers on the Belt and Road programme, with the primary aim of facilitating better understanding of it to support the industry to take advantage of its opportunities and help mitigate its risks. 

News & Analysis

23 Aug 2018
Study warns of the dangers of poor project planning and weak due diligence due to heavy political pressure on state-controlled companies that could leave investors with significant losses
The signing ceremony of the articles of agreement for the Asian Infrastructure Investment Bank.
17 Jun 2016
The extent of the potential impact of China’s One Belt One Road initiative on the ports and logistics landscape in the Asia-Pacific region and beyond is starting to emerge as the major sources of funding for the programme come online.
16 Jun 2016
China’s One Belt, One Road (OBOR) initiative promises to be a strong driving force of intermodal transport, stated Gu Zhongdong, deputy general manager of China COSCO Shipping Container Lines at Global Trade and Container Transport Conference in Shanghai on 14 June.
Darwin port
13 Jun 2016
A drop in China’s steel demand has hurt Darwin but its new lease should bring investment.
13 Jun 2016
Pakistan's value to China's One Belt, One Road trade strategy is seen in new coal terminal contract.
The Port of Tanjung Priok, Indonesia
07 Jun 2016
Southeast Asia’s infrastructure is emerging as a major beneficiary of China’s One Belt One Road policy, with Chinese companies accounting for 17% of infrastructure investment across the region in 2015, according to Citibank.


Belt and Road is expected to generate USD2.5 trillion in the next decade in additional trade between China and more than 60 countries connected by a sprawling network of roads, railways, air, and sea trade links.

More Commentary