Whalesbook
Government ne pharma aur packaging ko diya support!
Dekho, hua kya hai ki India ne apne zaroori petrochemical ingredients, C3 (propane) aur C4 (butanes/butenes) ki roz ki supply 25% badha di hai. Ab ye 1,000 tonnes roz milega. Yeh seedha Pharma, packaging aur polymer banane waali companies ki madad karega, jo abhi global supply chain ki problems aur geopolitical tension se guzar rahi hain.
Yeh koi pehli baar nahi hai, pehle bhi April 1 ko ek scheme shuru hui thi aur April 8 ko supply 800 tonnes tak badhai gayi thi. Ministry of Petroleum and Natural Gas ki Joint Secretary, Sujata Sharma ne bataya ki April 9 se lagbhag 1,800 tonnes propylene already bik chuka hai. Matlab, kaam ekdum speed mein ho raha hai!
Global issues ka asar aur India ka jawaab
Asal mein, duniya bhar mein supply chain ki problems chal rahi hain, jiski wajah se petrochemical supplies ka route badal gaya hai aur freight costs bhi badh gaye hain. Isse Indian companies par pressure aa raha tha. Pehle March 9 ko ek order tha ki refineries C3 aur C4 ko LPG production ke liye divert karein, jisse petrochemical manufacturing ruk gaya tha. Ab ye nayi reallocation zaroori ho gayi hai. Iske liye ek joint working group bhi banaya gaya hai jo supply ko manage karega.
Aur suno, June 30, 2026 tak 40 petrochemical products par customs duty bhi maaf kar di gayi hai, taaki companies ka input cost kam ho sake. Isse government ko lagbhag ₹1,800 crore ka revenue loss hoga.
India ka Petrochemical sector banega superstar?
India ka petrochemical sector ekdum mast growth dikha raha hai. 2030 tak capacity 29.62 million tons se badh kar 46 million tons hone ki ummeed hai. Aur 2034 tak market value $84.4 billion tak pahunch sakti hai. Reliance Industries jaise players, jinka Oil-to-Chemicals segment Q2 FY26 mein 9.3% EBITDA margin dikha raha hai, is growth mein badi bhoomika nibhayenge.
Challenges bhi kam nahi!
Lekin bhai, challenges bhi hain. India abhi bhi petrochemical feedstocks ka bada importer hai, jiski wajah se global prices aur supply disruptions ka risk rehta hai. Kai saalon se capacity utilization bhi kam ho raha hai. Global competition, khaas kar Middle East aur US se, margins par pressure dal raha hai. Isliye government ko aise steps uthane pad rahe hain.