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
Khalifa port
06 Nov 2017
The new freight station will comprise an area of 275,000 m² with plans for adding another 150,000 m² at a later stage, and it will provide Abu Dhabi trade with a facility offering bonded LCL/FCL consolidation and de-consolidation services, cargo weight reduction, short-term warehousing for de-consolidated cargo as well as access to the container terminal in Khalifa port.
31 Oct 2017
Hong Kong-listed COSCO Shipping Holdings (CSH) is to raise up to CNY12.9 billion (USD1.94 billion) through a non-public issue of 2.43 billion new shares to 10 specific investors, including its parent, China COSCO Shipping Group, on the Shanghai Stock Exchange.
Shanghai port.
20 Sep 2017
COSCO Shipping Ports, Shanghai International Port Group (SIPG) and China Merchants Port Holdings (CMPort) have together invested in nearly 40 overseas port locations, a dramatic rise from around ten locations just five years ago.
Ajman port
31 Jul 2017
Most think of the emirate with regard to the monthly liquor run, as the wily rulers in the United Arab Emirates ensure that, even in the most unlikely destinations throughout the country, there are attractions to be found.
Belt and Road
13 Jul 2017
Tim Smith warned the improvement in the business environment for container lines would be a gradual process and there were significant concerns such as rising levels of trade protectionism and the falling ratio of world trade to GDP growth.

Commentary

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.

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