Whalesbook
Dekho, asal masla yeh payment wala hai. US ne March mein ek waiver diya tha na, taaki jo oil already ship ho gaya hai woh nikal sake, lekin us waiver se zyada important yeh nikla ki paise kaise denge. Yeh Ping Shun tanker India ke liye 600,000 barrels Iranian crude lekar ja raha tha, aur issi waiver ke tehet tha. Lekin payment mein dikkaten aane ki wajah se isko seedha China bhej diya gaya.
Waiver Se Badi Problem: Paisa!
Washington ne March 21 ko yeh decree nikala tha, ki April 19 tak jo crude tel pani par hai, woh nikal sakta hai global supply aur inflation ko control karne ke liye. Yeh Ping Shun tanker around March 4 ko load hua tha, toh eligible bhi tha. Lekin iska route change hona yeh dikhata hai ki sanctions thode dheele hone ke baad bhi, Iran se deal karne ke liye jo financial processes hain, woh abhi bhi ek bada roadblock hain. Trade sources bata rahe hain ki sellers ab credit terms tight kar rahe hain. Pehle jo 30-60 din ka credit milta tha, ab cash upfront ya jaldi payment mangi ja rahi hai. Buyers ke liye yeh risk zyada ho gaya hai.
India Ka Chance Miss, China Ka Raj!
India ne toh May 2019 mein hi Iranian crude import band kar diya tha jab US ne sanctions wapas lagaye the. Socha tha ki is waiver ka fayda uthayenge, jaise Russian crude ke liye kiya tha. Lekin yeh incident dikhata hai ki aise mauke financial system manage karne par depend karte hain. China, boss, woh toh saalon se Iran ka 90% se zyada oil leta aa raha hai. Unka payment system smooth hai. Yeh tanker ka Dongying, China jaana yeh confirm karta hai ki unki partnership strong hai jahan commercial terms aasani se follow ho jaate hain.
SWIFT Se Bahar, Financial Hurdles Toh Hain!
Iran aur uske banks SWIFT system se bahar hain, jo international payments ke liye sabse main network hai. Aur upar se, bade financial institutions Iranian transactions ko handle karne mein cautious hain. Isliye, chahe oil physically move ho sake, but paisa pahunchana ek structural problem hai. Iske karan, China jaise established buyers ko fayda milta hai, aur baaki logon ke liye mushkil ho jaati hai. Sellers ka upfront payment demand karna bhi dikhata hai ki traders aur financial players Iran ke oil ko lekar ab zyada wary ho gaye hain, waiver ke bawajood.
Sumit Ritolia of Kpler ne bhi bola hai ki tanker ka destination change karna Iranian crude ke saath common hai. Yeh dikhata hai ki trade flows kitne sensitive hote hain financial deals ko lekar. Agar payment issues solve ho gaye, toh ho sakta hai yeh cargo India bhi aa jaye, but abhi ke liye toh yeh saaf hai ki commercial terms, logistics jitne hi important hain.