Sarkaar ne yeh kadam isliye uthaya hai kyunki internationally crude oil prices kaafi badh gayi hain. March mein average $95 per barrel thi, jo February ke $69 se kaafi zyada hai. Aur upar se, dollar ke muqable rupaya bhi kamzor ho gaya hai, jisse import aur mehnga pad raha hai. Refiners yeh extra cost customer se nahi le paa rahe the, isliye government ne tax kam kar diya.
Ab baat karte hain export duty ki. Diesel par ₹21.5 per litre aur aviation fuel par ₹29.5 per litre ki nayi duty laga di gayi hai. Iska reason ye hai ki private refiners zyada profit ke chakkar mein fuel bahar bech dete hain, aur desh mein supply kam ho jaati hai. Government ko umeed hai ki is tax se saal mein lagbhag ₹39,100 crore aa jayenge, lekin excise duty kam karne se unka apna kharcha ₹1.82 lakh crore badh jayega. Toh net mein sarkar ko saal bhar mein around ₹1.43 lakh crore ka nuksan hoga. State-run companies ko indirect support mil raha hai, jahan petrol par ₹24 per litre aur diesel par ₹30 per litre ka nuksan sarkar bhar rahi hai.
Is dual policy ne private refiners jaise Nayara Energy ke liye situation tough bana di hai. Woh already prices badha rahe hain aur maintenance ke liye plants band kar rahe hain, jisse log sarkari petrol pump ki taraf bhaag rahe hain. Export duty ne unke profit margins ko tight kar diya hai aur unhe apni domestic sales strategy change karni pad rahi hai. Yeh export tax har do hafte mein check hoga, matlab government flexible hai.
Is bade tax cut se sarkaar ke budget par bhi pressure aayega. Aur export duty laga kar fuel ko desh mein rakhne ke policy se future mein private companies apna production kum kar sakti hain ya operations change kar sakti hain. Ye sab dekh kar lagta hai ki India ke energy sector mein regulatory uncertainty bahut hai, jo new foreign investment ko rok sakta hai.
Analyst log keh rahe hain ki energy security ke liye yeh steps zaroori hain, lekin refiners ke profit aur investors ke confidence ke liye ye accha nahi hai. History mein dekha gaya hai ki jab oil companies prices nahi badha paati hain, toh unke stock prices bhi fluctuate karte hain. Is sector mein abhi regulatory risks aur government ke budget kaafi important factors hain, jin par sabki nazar rahegi.