Ab dekho, global markets mein jab tension badhti hai na, toh kheti badi ka samaan (fertilizers) mangwana mushkil ho sakta hai. Is danger ko door karne ke liye, aur farmers tak sasta maal pahunche, isliye sarkar ne Urea aur Di-Ammonium Phosphate (DAP) ka import 63% badha diya hai. April 2025 se January 2026 tak, humne 14.94 million tonnes fertilizer bahar se mangwaya hai. Agar puraane saal se compare karein, toh Urea imports mein 83.3% ka toofani jump aaya aur ye 8.93 million tonnes ho gaye. Aur DAP imports bhi 9.03 million tonnes pahunch gaye. Ye sab ek strategy ka part hai taaki global supply mein koi gadbad ho toh hum ready rahein.
Par jab bahar se maal itna aa raha hai, toh apne desh mein jo production hota hai, woh thoda dheela pad gaya hai. Urea aur DAP ka total domestic production 28.49 million tonnes raha hai same period mein, jo pichle saal 29.27 million tonnes tha. Matlab, desh ki demand 44.39 million tonnes ko poora karne ke liye hum ab zyada tar bahar ke suppliers par nirbhar ho rahe hain.
Achhi khabar ye hai ki sarkar ne farmers ko relief dete hue, urea bag ka price ₹242 per 45 kg bag maintain rakha hai, jo 2018 se change nahi hua hai. Par sach toh ye hai ki ye price global commodity prices aur currency ke fluctuations ko reflect nahi karta, isliye desh par economic pressure badh raha hai.
Ab iska effect Indian fertilizer companies par bhi dikhega. Jaise Chambal Fertilisers and Chemicals, Rashtriya Chemicals and Fertilizers (RCF), aur Coromandel International. Ye companies agar mehange imports aur badhti feedstock costs (jaise natural gas) ke saamne tikengi, toh unke margins par pressure aa sakta hai. Jab tak ye value-added products par focus na karein ya efficiency na badhayein, inhe challenges face karni pad sakti hain.
Sabse bada risk pata hai kya hai? Jab hum itna import karte hain, toh foreign exchange reserves par bojh padta hai, khaas kar jab global prices high ho. Domestic production ka dhire hona ye bhi batata hai ki kahi policy issues ya investment ki kami toh nahi? Agar hum sirf import par hi nirbhar rahe aur apni manufacturing capacity na badhayein, toh ye ek structural weakness ban jayegi. Aur current subsidy levels ko maintain karna bhi mushkil ho sakta hai jab import costs badhti jayein.
Aage ka outlook controlled positive hai, kyunki agriculture ki demand toh bani rahegi. Government ka support bhi jari rahega. Lekin global energy markets aur geopolitical situation ki wajah se prices mein upar-neeche hota rahega. Nano fertilizers jaise new trends future mein growth de sakte hain. Companies ka future unke diversification, efficiency aur government policies ko navigate karne par depend karega.