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China’s Concerns over Panama Canal Port Sale

China’s Concerns over Panama Canal Port Sale
Tuesday 01 - 11:11 By: Zahouani Ilham
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CK Hutchison, a major Hong Kong-based conglomerate, recently announced its decision to sell its stakes in two key ports along the Panama Canal to a consortium led by BlackRock, a move that has sparked strong reactions from Beijing. The $22.8 billion transaction, which would grant the US-led group control over more than 40 ports in 23 countries, followed remarks from US President Donald Trump, who criticized Chinese involvement in the crucial waterway.

Although CK Hutchison’s shares initially surged after the announcement, they later declined when Ta Kung Pao, a Chinese state-run newspaper, condemned the deal, accusing the company of betraying Chinese interests. With an April 2 deadline for finalizing the sale, CK Hutchison now faces pressure from both Washington and Beijing.

Beijing’s Opposition to the Sale

Editorials in Ta Kung Pao, which operates under Beijing’s oversight, are often seen as reflecting official sentiment. Hong Kong’s leader, John Lee, has also voiced concerns about the deal, while reports indicate that Chinese President Xi Jinping was personally frustrated, believing the Panama Canal ports could have been a strategic bargaining tool with Trump.

China’s market regulator has since announced an antitrust investigation, raising speculation that Beijing may attempt to obstruct the transaction. Reports suggest that CK Hutchison might already be reconsidering the deal.

Historical Tensions Between CK Hutchison and Beijing

The sale has reignited longstanding tensions between Beijing and CK Hutchison’s founder, billionaire Li Ka-shing. Li, once a key figure in China’s economic rise, has distanced himself from the mainland in recent years, restructuring his businesses in the Cayman Islands and reducing investments in China. His stance on political issues, particularly during Hong Kong’s pro-democracy protests, has also put him at odds with Beijing.

Though CK Hutchison remains a global investor, its perceived neutrality contrasts with other Hong Kong business dynasties that maintain closer ties to Beijing.

Can China Block the Deal?

Beijing’s direct legal authority to halt the sale is limited, as the ports are outside Chinese and Hong Kong jurisdiction. However, China could leverage its regulatory influence through antitrust investigations or claim that BlackRock’s acquisition creates an unfair trade monopoly. Despite these challenges, proving legal grounds for stopping the sale could be difficult.

Alternatively, Beijing may exert pressure through economic means. CK Hutchison still generates about 12% of its revenue from China, and its sister company, CK Asset Holdings, holds significant property investments on the mainland. Analysts warn that Beijing could use these vulnerabilities to dissuade CK Hutchison from proceeding.

The Future of the Sale

With the deadline looming, the deal’s outcome remains uncertain. Beijing has reportedly instructed state-owned enterprises to pause new dealings with CK Hutchison, signaling potential economic repercussions. However, negotiations could extend, as the agreement reportedly includes a 145-day exclusivity period before CK Hutchison is free to seek alternative buyers.

Amid rising tensions between China and the US, the dispute over the Panama Canal ports underscores the broader geopolitical struggle over strategic global assets.

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