Whalesbook
Aakhir supply chain mein itni problems kyun?
Toh sabse pehle baat karte hain supply chain ki. West Asia mein chal rahe tension ke beech pharma companies ke liye petrochemical inputs ki smooth supply sabse important hai. Haan, sarkar ne 40 se zyada zaroori items par customs duty June 30 tak hata di hai jisse cost kam ho sakti hai, lekin asli problem toh mal material physically milne aur time par usse use karne ki hai.
Geopolitical Headwinds se aur Bigaada Maahol
Ab ismein add ho jate hain global geopolitics ke issues. Strait of Hormuz aur Red Sea jaise important shipping routes par problems ki wajah se supply chains aur fragile ho gayi hain. Socho, Saudi ki badi chemical company SABIC ne methanol aur styrene jaise materials par 'force majeure' declare kar diya hai! Matlab, woh ab supply nahi kar paayenge.
Is wajah se bahut saari ships ab lambi routes le rahi hain, jaise Cape of Good Hope ke aas paas se. Isse delivery mein hafton ka delay ho raha hai, aur companies ke stock levels par pressure aa raha hai.
Govt ka support aur Export ko boost
Government ne jo duty waiver di hai, usmein anhydrous ammonia, methanol, styrene, aur alag-alag polymers jaise cheezein shamil hain. Ye sab June 30 tak valid hai, taaki badhti hui prices ka impact thoda kam ho. Pharma export promotion council (Pharmexcil) ne is relief ko welcome toh kiya hai, lekin unka kehna hai ki asli fayda tabhi hoga jab global prices stable rahein.
Aur ek achhi khabar yeh hai ki RoDTEP scheme ko bhi pehle jaisa hi restore kar diya gaya hai. Isse India ke medical device aur pharma exporters ko global market mein better compete karne mein help milegi.