Whalesbook
March mein consumption mein mili badi girawat
March mahine mein India ka Liquefied Petroleum Gas (LPG) consumption record 12.8% se gir kar 2.379 million tonnes par aa gaya, jo pichhle saal isi time 2.729 million tonnes tha. Iska reason West Asia mein badhti hui conflict aur Strait of Hormuz jaise important shipping routes band hona hai. Data ke according, non-domestic users ke liye LPG sales lagbhag 48% aur bulk LPG sales 75.5% tak kam ho gayi.
Government ka 'Emergency' Action!
Is supply shock ko face karne ke liye, Indian authorities ne turant kadam uthaya. Government ne refineries ko bola ki LPG production ko priority do, aur propane aur butane jaise feedstock ko petrochemicals se hatakar LPG banane mein lagao. Yeh order 'Essential Commodities Act' ke power se diya gaya tha, jiski wajah se March 2026 mein India ka LPG output 1.1 million tonnes se badh kar 1.4 million tonnes ho gaya. Ghar ki supply maintain karne ke liye, commercial users ko deliveries kam kar di gayi. Yaad rahe, India apni 60-67% LPG demand ke liye imports par nirbhar karta hai, jismein se 90% se zyada Middle East se aata hai.
Poore saal mein growth bani rahi
March mein girawat hone ke baad bhi, March 2026 ko khatam hue poore fiscal year mein LPG consumption mein 6% ka accha growth dikha, jo 33.212 million tonnes tak pahunch gaya. Is growth ko 'Pradhan Mantri Ujjwala Yojana (PMUY)' jaise government schemes ka bhi support mila hai, jo gharon ko clean fuel use karne ke liye encourage karta hai.
Baaki Energy Products ka kya scene?
March mein ATF consumption flat raha kyuki airspace band the. Lekin petrol sales 7.6% aur diesel consumption 8.1% badha. Poore fiscal year mein petrol 6.5% aur diesel 3.6% badha. Naphtha aur fuel oil mein kami aayi, jabki bitumen demand thoda badha. West Asia mein chal rahe tensions poore energy sector ko affect kar rahe hain, jo India ke liye crude oil ka 45% aur natural gas ka bhi bada hissa supply karta hai.
Long-term Dependence aur Challenges
India ki energy imports par, khas kar LPG aur crude oil par, heavy dependence chalte rahne wale supply risks ko highlight karti hai. Crude oil ka 85-88% aur LPG ka 60-67% import karne ke karan, Strait of Hormuz ek critical point bana hua hai. Government ka feedstock diversion karke local production badhane ka decision immediate supply ke liye zaroori hai, lekin yeh petrochemical products ki output kam kar sakta hai, jisse plastics aur packaging jaise industries par asar padega. International supply chains ko recover hone mein waqt lag sakta hai.