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
12 Dec 2016
China state-controlled company China Merchants signed a deal with the government of Sri Lanka to buy an 80% stake in the South Asian country’s Hambantota deepsea port.‘
Beijing is pushing Shanghai (shown) as its maritime insurance hub
07 Dec 2016
China has become the world’s second-biggest marine insurance market, even while most of what has been written has focused instead about the wider global economic shift from west to east.
02 Dec 2016
Draft rules to sharply curb outbound direct investment (ODI) would impact investment in overseas port and logistics assets under the country's One Belt, One Road programme.
23 Nov 2016
China Merchants will extend its international port development projects into industrial zone and city development projects as it continues its international expansion and implements China’s One Belt One Road (OBOR) programme.
DP World CEO Sultan Ahmed Bin Sulayem
22 Nov 2016
The effective mobilisation of private sector funds will be key to ensure the success of China’s One Belt One Road (OBOR) initiative, according to the group chairman and CEO of DP World, Sultan Ahmed Bin Sulayem.

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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