Whalesbook
Toh hua yun ki, West Asia mein jo jang chal rahi hai na, uski wajah se direct shipping routes risky ho gaye hain. Specialy Strait of Hormuz ke aas paas. Isliye India ne soch-samajh kar apna plan change kiya hai.
Ab apna saara kheti ka maal, jaise ki chawal, meat, dairy, fruits, ye sab Oman ke Sohar aur Salalah Ports se bhej rahe hain. Ye ports Strait of Hormuz ke bahar hain, toh thoda safe hai. Oman ka road network bhi badhiya hai Gulf Cooperation Council (GCC) countries tak maal pahunchane ke liye. Halanki, is instability ke karan April 2026 mein India ki exports 28% kam ho gayi thi.
Par asli dukhh ki baat toh ye hai ki is sab ka kharcha bahut badh gaya hai. Exporters ko toh laga pad gaya! Reports keh rahi hain ki chawal ke freight rates March 2026 se ab tak 10 guna tak badh gaye hain. Aur upar se emergency surcharges lag gaye hain jo 250% tak hain. War insurance bhi mehnga ho gaya hai. Socho, India ki saal ki $11.8 billion ki agri exports hain, jo India ki total agri exports ka lagbhag 21.8% hota hai. Ye sab badhte kharche hamare products ko kam competitive bana rahe hain.
Ye sab geopolitical situation ka asar hai. Ab India aur Oman ke beech June 1, 2026 se CEPA (Comprehensive Economic Partnership Agreement) bhi aa raha hai, jisse 98% items pe duty free access milegi. Ye future ke liye achha hai, par abhi jo transit costs ka bojh hai, usse koi immediate relief nahi milne wali.
Aur risk bhi kam nahi hai. March 2026 mein toh Oman ke Salalah port pe bhi drone attack ki khabar thi. Iran bhi apne hisab se ships ko nikalne de raha hai, toh uncertainty hai. Ye badhte kharche, zyada time, insurance sab milkar exporters ka profit kha rahe hain. Analysts at ICRA note karte hain ki agar ye conflict lamba chala toh India ke current account deficit, inflation, aur GDP pe bhi bura asar pad sakta hai.
Overall, jab tak West Asia mein shanti nahi hoti, tab tak Indian agri exporters ko Oman ke through hi sab sambhalna padega. Oman ek important hub toh ban gaya hai, par security aur kharche abhi bhi bade sawal hain. Dekhte hain kab tak ye situation normal hoti hai.