Yangtze Ports – China Consortium investment opportunities
We recently launched the China Consortium and are now getting involved in many regions across the country and associated port and other investment opportunities.
One of those are the 6,300km long Yangtze river and the immense economic region it passes on its way from Tibet through to Shanghai, covering an estimated population of 430 million and about a quarter of the Chinese economy.
We wanted to give you the Port Investor community a taste of the many opportunities that lie in this area with a basic presentation of the markets in this region.
For more please go to:
http://www.port-investor.com/yangtze-ports/
The document discusses investment opportunities along the Yangtze River in China. The Yangtze is over 6,300km long and 2,600km is navigable, passing through 10 provinces and carrying over 1.3 billion tons of cargo annually. It is divided into the upper, middle, and lower reaches. The lower reach sees the most traffic between Nanjing and Shanghai through the economically developed Yangtze River Delta region. The middle reach passes through major industrial provinces. The upper reach connects Sichuan province and Chongqing, seeing rapid growth. Many ports along the river are expanding to handle increased shipping volumes as western China develops. The document suggests the opportunities are relevant for infrastructure investors, pension funds, and companies
The document discusses investment opportunities along the Yangtze River in China. The Yangtze is over 6,300 km long and 2,600 km is navigable. It flows through major economic regions of China and carried over 1.3 billion tons of cargo in 2010. The river is divided into the upper, middle, and lower reaches. The lower reach through the Yangtze River Delta region carries about 70% of cargo and has many major ports. The middle reach passes through important provinces and its ports continue to expand. The upper reach impacts Chongqing and neighboring regions. Many types of investors could find opportunities related to ports, infrastructure, and development along the Yangtze River corridor.
The document provides an overview of investment opportunities in ports along the Yangtze River in China. It discusses the three main reaches of the Yangtze - the upper, middle, and lower reaches - and highlights key details about each section, including major ports, throughput, population and economic activity in the surrounding regions, and development trends. The document suggests the opportunities presented by continued growth in cargo volumes and infrastructure improvements along the Yangtze make for strong investment fundamentals.
The document discusses China's shipping market and container throughput at Chinese ports. It notes that in the first three quarters of 2010, container throughput at major Chinese ports reached 108 million TEUs and is expected to reach 134 million TEUs for all of 2010, up 9.8% from the previous year. It also provides statistics on container throughput at some of China's major coastal ports like Shanghai, Shenzhen, and Qingdao as well as inland ports in the first three quarters of 2010.
This very short document contains a title mentioning Shanghai and Port Auto as well as a note that it was edited by Miki. It consists primarily of repeated line breaks with no other substantive information provided.
Listed ports in China - 266.5bn RMB in assets and set for 50% market coverage. An overview, benchmarks and profiles of China’s 17 listed port group companies. Fore more information contact@industreams.com.
This is a simple one-page overview of the Shanghai port market. For more information go to www.port-investor.com or contact us on contact@industreams.com.
The document discusses investment opportunities along the Yangtze River in China. The Yangtze is over 6,300km long and 2,600km is navigable, passing through 10 provinces and carrying over 1.3 billion tons of cargo annually. It is divided into the upper, middle, and lower reaches. The lower reach sees the most traffic between Nanjing and Shanghai through the economically developed Yangtze River Delta region. The middle reach passes through major industrial provinces. The upper reach connects Sichuan province and Chongqing, seeing rapid growth. Many ports along the river are expanding to handle increased shipping volumes as western China develops. The document suggests the opportunities are relevant for infrastructure investors, pension funds, and companies
The document discusses investment opportunities along the Yangtze River in China. The Yangtze is over 6,300 km long and 2,600 km is navigable. It flows through major economic regions of China and carried over 1.3 billion tons of cargo in 2010. The river is divided into the upper, middle, and lower reaches. The lower reach through the Yangtze River Delta region carries about 70% of cargo and has many major ports. The middle reach passes through important provinces and its ports continue to expand. The upper reach impacts Chongqing and neighboring regions. Many types of investors could find opportunities related to ports, infrastructure, and development along the Yangtze River corridor.
The document provides an overview of investment opportunities in ports along the Yangtze River in China. It discusses the three main reaches of the Yangtze - the upper, middle, and lower reaches - and highlights key details about each section, including major ports, throughput, population and economic activity in the surrounding regions, and development trends. The document suggests the opportunities presented by continued growth in cargo volumes and infrastructure improvements along the Yangtze make for strong investment fundamentals.
The document discusses China's shipping market and container throughput at Chinese ports. It notes that in the first three quarters of 2010, container throughput at major Chinese ports reached 108 million TEUs and is expected to reach 134 million TEUs for all of 2010, up 9.8% from the previous year. It also provides statistics on container throughput at some of China's major coastal ports like Shanghai, Shenzhen, and Qingdao as well as inland ports in the first three quarters of 2010.
This very short document contains a title mentioning Shanghai and Port Auto as well as a note that it was edited by Miki. It consists primarily of repeated line breaks with no other substantive information provided.
Listed ports in China - 266.5bn RMB in assets and set for 50% market coverage. An overview, benchmarks and profiles of China’s 17 listed port group companies. Fore more information contact@industreams.com.
This is a simple one-page overview of the Shanghai port market. For more information go to www.port-investor.com or contact us on contact@industreams.com.
The documents discuss developing a new strategic decision-making framework that can withstand volatility. It proposes splitting value drivers into market drivers and model drivers to provide stability. A key part of the framework is understanding the full return exposure, including downside and upside, rather than single-point forecasts. It also emphasizes identifying and utilizing options within investment, operating, and ownership models to influence return exposure. Testing potential return outcomes under different scenarios is presented as an important way to apply the framework and understand the impact of strategic decisions.
- Executives will be increasingly measured on limiting downside risk and increasing upside potential of investments, rather than just focusing on average or expected returns.
- Performance will be assessed based on three models: the investment model looking at overall project returns, the operating model looking at short-term margins/profits, and the ownership model looking at long-term shareholder returns.
- There is a trend for shareholders to pay more attention to balancing performance across all three models, rather than just focusing on one, due to increased volatility experienced in the financial crisis. Executives will need to demonstrate comprehensive management of risk and return across the investment, operating, and ownership aspects of portfolios.
Post-crisis investing: How global investors employ new modelsInduStreams
All sectors have been hit by the global economic crisis. In this presentation we take a look at infrastructure investors, more specifically sea port investors, to see how the best in the market are changing the way they invest. For more please go to www.port-investor.com.
This document discusses an initiative by Industreams Ltd to explore better ways of working with and gaining value from volatility in port and infrastructure investments. It acknowledges that precise forecasting is limited and payoffs are distributed over a wide range rather than single points. It introduces exploring a "payoff function" approach to understand how business model factors translate market variability into payoff outcomes. A case study demonstrates how understanding this can substantially shift a project's potential payoff distribution through options that limit downside risk and increase upside potential. The goal is to embrace variability and create robustness and upside in asset values through the payoff function.
Through our network we have had much feedback from various constituents including shipping lines, terminal operators, port groups, infrastructure investors and others in the Chinese port markets, on their expectations for the 2013 container port market.
With this brief piece we wish to share some of the main feedback as well as an overview of how the biggest port markets are likely to end up by the end of 2012. For questions or comments please write us on contact@industreams.com.
The 30 biggest port markets in China each profiled including an overview of the main market segments and growth drivers. For more information please go to www.port-investor.com or write to us on contact@industreams.com.
This is a simple overview of the China port market and the 30 biggest port markets in China. For more information go to www.port-investor.com or contact us on contact@industreams.com.
This is a simple one-page overview of PYI Corporation and their port activities. For more information go to www.port-investor.com or contact us on contact@industreams.com.
Hong Kong Port saw total market throughput of 277.4 million tonnes and 24.4 million TEU containers in 2011, representing average annual growth rates of 2.5% and 0.3% respectively since 2007. Containerized cargo makes up the largest portion at 75.2% of total throughput, while dry bulk, liquid bulk, and break bulk make up the remaining portions. The Hong Kong Marine Department administrates Hong Kong Port.
This is a simple one page overview of COSCO Pacific and their port activities.. For more information go to www.port-investor.com or contact us on contact@industreams.com.
This document provides an overview of InduStreams' advisory services for sourcing markets, investors, and partners in China. It summarizes China's large population and economy as well as its significance in global trade and commodity markets. InduStreams advises clients on scoping relevant opportunities and engaging with its network to facilitate deals between asset owners and investors. The process involves identifying potential deals, engaging stakeholders, supporting due diligence and valuation, and closing agreements. InduStreams' value proposition is providing access to its large network of industry and investor contacts to accurately convey opportunities and simplify the process of moving from scoping to closing deals.
China Merchants Holdings International (CMHI)InduStreams
China Merchants Holdings International (CMHI) is a Hong Kong-listed ports and logistics operator headquartered in Hong Kong. It operates ports, bonded logistics and cold chain operations, port-related manufacturing, and other businesses. Over half of its revenue comes from ports operations, and it has ownership stakes in the Shanghai International Port Group and Modern Terminals. CMHI has operations primarily in China with a focus on the Bohai Bay, Yangtze River Delta and Pearl River Delta regions, and some operations in other countries in Asia and Africa.
This document discusses private placement infrastructure investment opportunities through InduStreams. It provides an overview of why investors may be interested in these opportunities for high target returns of 10-20% while maintaining limited liability. InduStreams helps connect infrastructure funds seeking investors with potential investors. Examples provided include a general European infrastructure fund focused on stable assets like gas distribution, a sea port fund focused on Latin America and China, and an oil facilities fund focused on growth markets.
InduStreams provides private placement and fundraising services for infrastructure funds. Their process involves first understanding the client's situation and objectives. They then work with the client to develop an engagement agreement and investment proposition. InduStreams will engage with 50-100 potential investors to generate interest, then work to develop deals and close agreements between interested investors and the client fund. They are able to leverage their large network of over 1,000 infrastructure executives, particularly in China and Europe, to connect funds with interested limited partners and strategic investors.
The document discusses an advisory service for sourcing infrastructure investments and partners. It provides examples of assignments helping both investors and owners in the port infrastructure sector in China. The advisory process involves scoping relevant targets based on criteria, shortlisting potential deals, facilitating engagement between parties, and providing support throughout negotiations and closing agreements. Local insights and networks are leveraged to efficiently connect clients with investment and partnership opportunities.
The document discusses sourcing investments and strategic partners for infrastructure projects. It outlines that there is a large need for infrastructure investments in Asia and globally, as well as many project owners and asset owners seeking partners. The company has built a network and processes to connect these groups and facilitate deals between them. They can identify suitable investment opportunities and partners, enter agreements to conduct searches, and help secure deals between owners and investors.
This document discusses sourcing investors and strategic partners for infrastructure projects. It explains that InduStreams has a large network of investors, operators, and cargo owners as well as insight into both industries. InduStreams can identify the most relevant investors and executives for a project, introduce the proposition, and facilitate securing an agreement, typically through a three step process of understanding needs, engagement, and finding 3-5 high relevance investors or partners.
- InduStreams helps identify relevant investors and strategic partners for infrastructure, port, and asset owners seeking funding.
- They have a large network of global investors, operators, and cargo owners as well as insight into the industries and communities.
- Their process involves understanding the client's situation/needs, engaging them through an agreement, and fast-tracking to find 3-5 high relevance investors/partners.
InduStreams was established to connect investors and infrastructure project owners. It operates a 3-sided marketplace platform connecting owners, investors, and associates. Initial services focus on sourcing investments for investors and strategic partners for owners. Associates include executives with industry experience who are compensated based on facilitating deals. The goal is to leverage the network and expertise to create opportunities for infrastructure development.
Ibiza, situated in the Balearic Islands, stands out as a destination that encompasses everything: stunning landscapes, hidden gems to explore, a vibrant social scene, rich cultural life, and exceptional gastronomy. Opting for ‘Ibiza Rent A Boat’ to experience an unforgettable vacation on the White Island is certainly worthwhile, prompting a deeper exploration of the unique and fascinating aspects of Ibiza.
Prepare for cold weather rafting with proper gear: layering for warmth, insulated headgear, gloves, waterproof footwear, and essential accessories like sunglasses and sunscreen. Prioritize safety with a life jacket and maintain gear for optimal performance. Stay warm, dry, and ready for adventure on the rapids!
The documents discuss developing a new strategic decision-making framework that can withstand volatility. It proposes splitting value drivers into market drivers and model drivers to provide stability. A key part of the framework is understanding the full return exposure, including downside and upside, rather than single-point forecasts. It also emphasizes identifying and utilizing options within investment, operating, and ownership models to influence return exposure. Testing potential return outcomes under different scenarios is presented as an important way to apply the framework and understand the impact of strategic decisions.
- Executives will be increasingly measured on limiting downside risk and increasing upside potential of investments, rather than just focusing on average or expected returns.
- Performance will be assessed based on three models: the investment model looking at overall project returns, the operating model looking at short-term margins/profits, and the ownership model looking at long-term shareholder returns.
- There is a trend for shareholders to pay more attention to balancing performance across all three models, rather than just focusing on one, due to increased volatility experienced in the financial crisis. Executives will need to demonstrate comprehensive management of risk and return across the investment, operating, and ownership aspects of portfolios.
Post-crisis investing: How global investors employ new modelsInduStreams
All sectors have been hit by the global economic crisis. In this presentation we take a look at infrastructure investors, more specifically sea port investors, to see how the best in the market are changing the way they invest. For more please go to www.port-investor.com.
This document discusses an initiative by Industreams Ltd to explore better ways of working with and gaining value from volatility in port and infrastructure investments. It acknowledges that precise forecasting is limited and payoffs are distributed over a wide range rather than single points. It introduces exploring a "payoff function" approach to understand how business model factors translate market variability into payoff outcomes. A case study demonstrates how understanding this can substantially shift a project's potential payoff distribution through options that limit downside risk and increase upside potential. The goal is to embrace variability and create robustness and upside in asset values through the payoff function.
Through our network we have had much feedback from various constituents including shipping lines, terminal operators, port groups, infrastructure investors and others in the Chinese port markets, on their expectations for the 2013 container port market.
With this brief piece we wish to share some of the main feedback as well as an overview of how the biggest port markets are likely to end up by the end of 2012. For questions or comments please write us on contact@industreams.com.
The 30 biggest port markets in China each profiled including an overview of the main market segments and growth drivers. For more information please go to www.port-investor.com or write to us on contact@industreams.com.
This is a simple overview of the China port market and the 30 biggest port markets in China. For more information go to www.port-investor.com or contact us on contact@industreams.com.
This is a simple one-page overview of PYI Corporation and their port activities. For more information go to www.port-investor.com or contact us on contact@industreams.com.
Hong Kong Port saw total market throughput of 277.4 million tonnes and 24.4 million TEU containers in 2011, representing average annual growth rates of 2.5% and 0.3% respectively since 2007. Containerized cargo makes up the largest portion at 75.2% of total throughput, while dry bulk, liquid bulk, and break bulk make up the remaining portions. The Hong Kong Marine Department administrates Hong Kong Port.
This is a simple one page overview of COSCO Pacific and their port activities.. For more information go to www.port-investor.com or contact us on contact@industreams.com.
This document provides an overview of InduStreams' advisory services for sourcing markets, investors, and partners in China. It summarizes China's large population and economy as well as its significance in global trade and commodity markets. InduStreams advises clients on scoping relevant opportunities and engaging with its network to facilitate deals between asset owners and investors. The process involves identifying potential deals, engaging stakeholders, supporting due diligence and valuation, and closing agreements. InduStreams' value proposition is providing access to its large network of industry and investor contacts to accurately convey opportunities and simplify the process of moving from scoping to closing deals.
China Merchants Holdings International (CMHI)InduStreams
China Merchants Holdings International (CMHI) is a Hong Kong-listed ports and logistics operator headquartered in Hong Kong. It operates ports, bonded logistics and cold chain operations, port-related manufacturing, and other businesses. Over half of its revenue comes from ports operations, and it has ownership stakes in the Shanghai International Port Group and Modern Terminals. CMHI has operations primarily in China with a focus on the Bohai Bay, Yangtze River Delta and Pearl River Delta regions, and some operations in other countries in Asia and Africa.
This document discusses private placement infrastructure investment opportunities through InduStreams. It provides an overview of why investors may be interested in these opportunities for high target returns of 10-20% while maintaining limited liability. InduStreams helps connect infrastructure funds seeking investors with potential investors. Examples provided include a general European infrastructure fund focused on stable assets like gas distribution, a sea port fund focused on Latin America and China, and an oil facilities fund focused on growth markets.
InduStreams provides private placement and fundraising services for infrastructure funds. Their process involves first understanding the client's situation and objectives. They then work with the client to develop an engagement agreement and investment proposition. InduStreams will engage with 50-100 potential investors to generate interest, then work to develop deals and close agreements between interested investors and the client fund. They are able to leverage their large network of over 1,000 infrastructure executives, particularly in China and Europe, to connect funds with interested limited partners and strategic investors.
The document discusses an advisory service for sourcing infrastructure investments and partners. It provides examples of assignments helping both investors and owners in the port infrastructure sector in China. The advisory process involves scoping relevant targets based on criteria, shortlisting potential deals, facilitating engagement between parties, and providing support throughout negotiations and closing agreements. Local insights and networks are leveraged to efficiently connect clients with investment and partnership opportunities.
The document discusses sourcing investments and strategic partners for infrastructure projects. It outlines that there is a large need for infrastructure investments in Asia and globally, as well as many project owners and asset owners seeking partners. The company has built a network and processes to connect these groups and facilitate deals between them. They can identify suitable investment opportunities and partners, enter agreements to conduct searches, and help secure deals between owners and investors.
This document discusses sourcing investors and strategic partners for infrastructure projects. It explains that InduStreams has a large network of investors, operators, and cargo owners as well as insight into both industries. InduStreams can identify the most relevant investors and executives for a project, introduce the proposition, and facilitate securing an agreement, typically through a three step process of understanding needs, engagement, and finding 3-5 high relevance investors or partners.
- InduStreams helps identify relevant investors and strategic partners for infrastructure, port, and asset owners seeking funding.
- They have a large network of global investors, operators, and cargo owners as well as insight into the industries and communities.
- Their process involves understanding the client's situation/needs, engaging them through an agreement, and fast-tracking to find 3-5 high relevance investors/partners.
InduStreams was established to connect investors and infrastructure project owners. It operates a 3-sided marketplace platform connecting owners, investors, and associates. Initial services focus on sourcing investments for investors and strategic partners for owners. Associates include executives with industry experience who are compensated based on facilitating deals. The goal is to leverage the network and expertise to create opportunities for infrastructure development.
Ibiza, situated in the Balearic Islands, stands out as a destination that encompasses everything: stunning landscapes, hidden gems to explore, a vibrant social scene, rich cultural life, and exceptional gastronomy. Opting for ‘Ibiza Rent A Boat’ to experience an unforgettable vacation on the White Island is certainly worthwhile, prompting a deeper exploration of the unique and fascinating aspects of Ibiza.
Prepare for cold weather rafting with proper gear: layering for warmth, insulated headgear, gloves, waterproof footwear, and essential accessories like sunglasses and sunscreen. Prioritize safety with a life jacket and maintain gear for optimal performance. Stay warm, dry, and ready for adventure on the rapids!
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Yangtze Investment Opportunities
1. YANGTZE PORTS
INVESTMENT OPPORTUNITIES
IN ONE OF CHINA’S BIGGESTS GROWTH ENGINES
Port Investor - February 2012
By InduStreams
2. The Yangtze River – An overview
The Yangtze river
stretches about
6,300km from
Tibet to Shanghai
of which 2,600km
is navigable
The Yangtze runs through 10 provinces covering a region with a population of
430 million that contributes about 25% of China’s GDP
In 2010 more than 1.3 billion tonnes of cargo and 7.3 million TEU (containers)
were transported on the Yangtze
The combination of continuous improvement in capacity (depth and
navigability), focus on developing the Western regions and improving the
environment create strong fundamentals for continued growth in Yangtze area
3. The Lower Reach
The lower reach covers the section between
Nanjing and Shanghai, it is the main river Yangzhou
transportation channel of the Yangtze River
Delta (YRD), which is one of the most Nanjing Taizhou
Nantong
developed regions in China. Zhenjiang
YRD include the provinces of Jiangsu,
Zhejiang and Shanghai. With 130 million Zhangjiagang
Changzhou Jiangyin
people it contributes 22% of GDP and 28% of Changshu Taicang
export/import of China and is expected to
remain the key manufacturing and
export/import center of the country. Lower reach ports:
Throughput in this section is about 70% of Shanghai - Nanjing
total Yangtze throughput in terms of cargo
weight. Throughput (million tonnes in 2009)
Ocean going vessels ships can reach Nanjing 200
150
but cannot go beyond due to bridges after 100
Nanjing. 50
New developments continue to take place 0
throughout the YRD and in particular on the
north bank.
4. The Middle Reach Middle reach ports: Maanshan
Wuhan - Nanjing
The middle reach covers the section
Wuhu
between Nanjing and Yichang city, and the
economies and provinces of Tongling
Wuhan
Anhui, Jiangxi, Hunan and Hubei.
The hinterland provinces have a population Anqing
of total 223 million, contributing about 13% Jiujiang
of national GDP.
Throughput in this section is about 25% of
total Yangtze throughput In terms of cargo Middle reach ports:
weight. Yichang - Wuhan
The middle provinces are gaining weight in Wuhan
Yichang
national industry output and consumption.
Transportation via Yangtze has been Jingzhou
considered as key factor of development by
all provinces in this section. Throughput (million tonnes)
Depth varies from 3m to 9m in this section 100
allowing for vessel size of 3,000 to 5,000 50
tonnes or 100-300 TEU for container 0
Maans…
Jingzhou
Jiujiang
Yichang
Anqing
Wuhu
Yueyang
Wuhan
Tongling
shipping. Yueyang
New developments are seen in many of
ports in this section and particularly in
Wuhan.
5. The Upper Reach
The upper reach covers the section between Wanzhou
Yichang and Yibin.
Chongqing is the main port in the area but the
hinterland economy stretches far into among Chongqing
Fuling
others the Sichuan province.
A population of 110 million live in the area
with an associated economy of (GDP) $328
billion or about 6% of national GDP. Luzhou Upper reach ports:
Throughput in this section is about 5% of total Yibin
Yichang - Yibin
Yangtze throughput In terms of cargo weight.
Rapid volume growth has been seen in this
area particularly in Chongqing. Throughput (million tonnes)
The “Go West” policy and the improvement 100
of navigation condition caused by the Three 80
Gorges Dam have are playing a big role in 60
that. 40
Vessels from Chongqing port can be as big as 20
350 TEU or 5,000 tonnes. All vessels have to 0
pass the Dam to reach lower section of Chongqing Luzhou Yibin
Yangtze. Note: Chongqing data include Fuling and Wanzhou
New development are seen in many of ports
in this section and particularly in Chongqing.
6. Who might this be relevant for?
Infrastructure investment funds looking for investments with growth
potential or acquisitions
Pension and insurance funds with allocation for infrastructure in Asia or
China that have potential to provide stable cash flows
Private equity funds looking for small to medium sized investments with
high potential upsides
Seed investors looking to place early capital for potential sell off at later
stage (e.g. to a consortium)
Container, bulk, oil and other operators with interest to develop and
cooperate with local port groups and governments
Developers and contractors with ability to take on large marine
infrastructure investments
7. EXAMPLE 1 – PORT WIDE PARTNERSHIP
Investment model This purely an illustrative slide for a JV formed
with a local Port Group or Government. Most
agreements are made on a negotiated basis in
(an example) China and therefore most models are possible.
Many port areas have substantial options for
further logistics developments on the landside.
Port
X% X% Investor
Group
Land Resources
Joint Venture
+ Equity + Equity
New Logistic
Port Area
8. China Consortium and how to participate
We have cooperation with global as well as local Chinese
operators, funds, developers, port groups and many others.
As development and collaboration opportunities emerge we
involve clients that we have formalized cooperation with and (if
relevant) parties that may benefit our existing client network
for specific developments or acquisitions.
China Consortium is already in motion in several locations. If
you would like to be part of it please contact us at
contact@port-investor.com and we would be glad to discuss
your needs and relevant scope for the Chinese infrastructure
market. For more information about developing markets with
Port Investor please go to:
www.port-investor.com/marketdevelopment
10. Opportunities in the Chinese Port Sector
Massive container, dry bulk, oil and CHINA IN THE WORLD TODAY
liquids markets - representing an (a few key numbers on the Chinese economy and its Port Sector)
immense share of world throughput
1.3 >400
New segments such as bio fuel and Billion people >25% Mill. tons
others in rapid development Of world container of crude oil demand +
throughput target to further
increase oil supply
Limited competition - many ports with reserves
one controlling port group 10%
Consistent growth
Strong interest with local governments last 30 years – may
overtake the US by 11
to attract “multinationals” 2030 Of the worlds
20 biggest ports
Negotiated deals are the norm (vs open and 50+ large
tender) 10 >60% “secondary” ports
Less competition for developments Trillion USD Of world iron
PPP adjusted GDP ore demand
More deal flexibility
But tapping into this potential requires a significantly different approach than most take - it requires a new
model that engages local stakeholders in a positive way. For investors just bringing money the window of
opportunity may well have passed in China.
11. Typical challenges in securing investments
The deal pyramid illustrates a few key rules
of the marketplace:
Deal
a) The quality of the output is determined by the
1-5
input – poor market scanning and market
Lead intelligence leads to poor leads
development b) The most valuable deal leads are created pro-
10 - 50 actively through focused market engagement
Focused
c) Each deal lead requires a strong contact and
market engagement engagement base to develop into an actual
100 - 500 investment
Market scanning and d) Only a few of the potential market targets will
intelligence end up as deals - without a substantial
1,000 – 5,000 pipeline no investments or deals
Many believe they can avoid building the pyramid – it’s an
illusion, the deals you get access to are only as good as your
pipeline.
12. Challenges in the Chinese Port Sector
Many Chinese constituents like building on
partnerships – one deal can lead to a
larger number of leads and deals
Deal
With the blessing of local partners and
government, deals can be cut quickly
Once into a stage of exploration of Lead
cooperation there is often presumed
exclusivity for a period development Actual leads eventuate from close
dialogue and relation development –
Any real engagement requires local often very unstructured
Focused
relations and a real proposition to both
government and port market engagement Multitude of local stakeholders
including local government and port
Local presence required for any entities – wide engagement often req.
real insight – several sources Market scanning and
often required for verification intelligence No or little market intelligence
available through desk research
13. The purpose of China Consortium
WHAT
A group of operators, investors, and
developers many of which have world
leading technology, experience and Shipping lines Asia
funding capability Port industries Latin America
Not a consortium in the traditional sense Energy and resources Middle East
– there is no forced collaboration just
collaboration opportunities in the many CARGO OWNERS PORT PARTNERS
markets and sectors
WHY
Combined leverage makes it possible to CONSORTIUM
create much more clout in the local
markets
Complementary skill-sets from major port DEVELOPERS INVESTORS OPERATORS
infrastructure fields that will allow
synergies as each seek to develop in the Free Zone Pension Fund Container
market Marine Infra. Private Equity Oil & Liquid
We have been active in the Chinese port Dry Bulk
Construction Sovereign Fund
market for nearly a decade – the market
and its constituents are well suited to
engage with this form of “consortium”
15. How can we help you… All constituents have different needs as concerns
the target locations and the type of investments.
These are just a small handful of examples.
…relevant scope (1)
Bulk Financial investor Singapore Dampier Corpus Christi London Southampton
Shanghai Hamburg Gladstone Bergen Wilhelmshaven
Container Rotterdam New York Primorsk Taichung Calais
$10+ million Operator Tianjin
Ningbo
Nantong
Vancouver
Bremen
Long Beach
Bombay
Barcelona
Baltimore
Forth Ports
Guangzhou Yantai Corpus Christ Sao Sebastiao Bilbao
Qingdao Nanjing Algeciras Lake Charles Pittsburgh
Greenfield Brownfield Hong Kong Kitakyushu Pohang Trieste Yanbu
Qinhuangdao Tangshan New Orleans Texas City Karachi
Dalian Itaqui Grimsby Baton Rouge New Mangalore
Developer Majority Busan
Nagoya
lianyungang
Tubarao
Beaumont
Huntington
Saldanha Bay
Paradip
Tampa
Milford Haven
Shenzhen Marseilles Constantza Jeddah Odessa
South Louisiana Newcastle Mobile Tees Leghorn
Acquisition Oil & Liquid Houston Kobe Hampton Roads Manila Paranagua
Antwerp Amsterdam Ports St. Petersburg Alexandria Paulsboro
Ulsan Osaka Valencia Taranto Tarragona
Chiba Tanjung Pelepas Plaquemines Gothenburg Valdez
Logistic Zone $100+ million Port Hedland Sepetiba Dunkirk Tampa Texas City
Port Kelang Richards Bay Madras Jubail Liverpool
Rizhao Hay Point Jawaharlal Nehru Tanjung Priok Savannah
Yingkou Novorossisk Los Angeles Zeebrugge Brisbane
Seed investor Free Zone Kaohsiung
Inchon
Tokyo
Santos
Genoa
Calcutta
Mormugao
Durban
Lubeck
Pascagoula
Yokohama Le Havre Izmit Duluth-Superior Angra dos Reis
Minority $1+ billion
16. How can we help you… Each constituent have different needs as
concerns the deal pyramid. Some look for
solutions all the way from market intelligence to
…relevant scope (2) closing actual deals, others only up to and
including engagement of the relevant authorities
and potential partners.
Step 4
Deal Closing the deal
1-5
Lead Step 3
development Deal development
10-20
Step 2 Focused
Engage the most relevant market engagement
50-100
Step 1 Market intelligence
Focus among the many and scanning
1,000-5,000
18. InduStreams was founded in 2011 with a mission to create a more transparent, connected
and informed infrastructure market place.
We launched Port-Investor.com in July 2011, a specific sector pilot with focus on port
investing and the global port industry.
Current state of affairs
200+ port groups and 1,000+ executives and decision makers in the network and increasing
China Port Investor and other regions are being launched
Specific concepts in development with select investors and port groups
The Vision
Connecting all substantial port markets (5,000+ globally) with investors (1,000+ globally)
Creating a transparent and informed market place driven by industry leaders and experts
Unleashing the potential inherent in this sector by creating thousands of new investment
opportunities (we expect investment potential to exceed $1 trillion)
Want to know more or simply engage…
…contact us on:
contact@port-investor.com