Whalesbook
Dekho, ye sirf ek number ki baat nahi hai. Saudi Aramco ab sirf tel nikalne wali company nahi rehna chahti. Ye 70% local content ka milestone dikhata hai ki woh ab Saudi Arabia ko ek bade industrial hub mein badalne par zor de rahe hain. Unka 'iktva' program, jo 2015 mein shuru hua tha, uska asli maqsad yehi tha ki Saudi ke andar hi value create ho, imports par dependency kam ho, aur desh mein hi ek mazboot ecosystem bane. Ye sab Saudi Vision 2030 ke goals ko achieve karne mein help karega.
Aur is localisation ki wajah se economy mein bhi bohot bada jump aaya hai! Reports ke according, iktva program ne Saudi Arabia ke GDP mein $280 billion se zyada ka contribution diya hai. Aur kya pata hai? 200,000 se zyada direct aur indirect jobs bhi create hue hain! Aramco ne $9 billion ka foreign investment bhi attract kiya hai, jisme 35 countries ke 350 se zyada investments shamil hain. Sabse tagdi baat ye hai ki 47 alag alag strategic products ab Saudi Arabia mein hi ban rahe hain pehli baar! Company ki market cap bhi lagbhag $6.2 trillion SAR hai.
Abhi toh poori duniya mein supply chains mein kitni problems chal rahi hain na? Toh ye 70% local content achieve karna Aramco ke liye ek super smart strategy hai. Isse unki apni supply chain aur zyada stable aur reliable ho gayi hai. Agar international market mein koi bhi tension ho, jaise shipping mein deri, geopolitical issues ya inflation, toh Aramco ko utna farak nahi padega. Ye unke business ko continue rakhne ke liye bahut important hai. Yaad rakho, poora energy sector ab change ho raha hai aur sab renewables par bhi dhyan de rahe hain. Dusri badi companies, jaise UAE ki ADNOC, bhi isi tarah local content par focus kar rahi hain.
Lekin bhai, har medal ke do side hote hain. Ye localisation ka milestone dikhne mein toh accha hai, par kuch risks bhi hain. Agar crude oil ki prices bahut zyada gir gayi, ya duniya fossil fuels se bahut jaldi shift ho gayi, toh Aramco ka revenue impact ho sakta hai aur unke liye itne bade domestic development projects ko fund karna mushkil ho jayega. Aur agar Saudi mein jo local suppliers hain woh quality aur cost mein international standards se peeche reh gaye, toh Aramco ko bhi operating issues face karne pad sakte hain. Company ka stock performance bhi kaafi volatile raha hai, jaise pichle saal stock price mein lagbhag -7.5% ka girawat dekhi gayi thi.
Aage ki baat karein toh, Aramco ka next big target 2030 tak local content ko 75% tak pahunchana hai. Iska matlab hai ki Saudi mein jitni bhi companies kaam kar rahi hain, unko Aramco ke localization rules follow karne honge. Analysts abhi bhi Aramco ko lekar positive hain, mostly 'Buy' ya 'Neutral' rating de rahe hain, kyunki company ki market position bahut strong hai aur woh diversification pe bhi dikkhate hain. Ab dekhna hoga ki woh apne is ambitious plan ko kitna successful bana paate hain.