Whalesbook
Asal mein, ye jo Brent crude oil hai na, ye ab $107 ke aas-paas chal raha hai. Pata hai last year se ye 61% badh gaya hai!
Iska main reason West Asia mein badhti hui tensions hain, specially wo Strait of Hormuz wala area. India toh bhai apna 85% se bhi zyada oil import karta hai, toh ye prices ka increase seedha inflation aur trade deficit par pressure daalta hai. UAE hamara ek major supplier hai, toh Modi ji ki ye visit energy security ko pakka karne ke liye super important hai.
India toh pehle se hi alag-alag countries se oil mangane ki koshish kar raha hai, jaise Russia, Africa, Latin America. Lekin UAE ek OPEC member aur hamara traditional partner hai. Modi ji 2015 aur 2018 mein bhi UAE gaye the, tab bhi dono countries ne buyer-seller relationship se aage badhkar strategic partnership pe focus kiya tha. Ab UAE bhi apni energy ko diversify kar raha hai, solar, nuclear, hydrogen jaisi cheezon mein invest kar raha hai.
Market mein bhi badi gadbad chal rahi hai. WTI crude oil bhi $102 ke aas-paas hai. West Asia mein jo instability hai, uski wajah se oil prices mein bahut zyada fluctuation aa raha hai, lag raha hai 1970s ke oil crisis se bhi bura haal ho sakta hai. Agar oil ka price $10 bhi badh gaya, toh India ka import bill $15-20 billion badh jayega! Yehi wajah hai ki India ka Nifty Energy Index bhi thoda gir gaya tha, 1.25% neeche tha May 12, 2026 ko.
Abhi bhi challenges kam nahi hain. India lagbhag 75% energy ke liye import par nirbhar hai. Pehle Middle East se 60% import hota tha, ab 45% se kam hai, par ab new dependencies aa rahi hain, especially clean energy ke liye zaroori minerals mein jahan China ka control hai. Jab bhi global energy shocks aate hain, toh inflation badh jaati hai, trade costs badhte hain aur currency bhi gir sakti hai.
Toh ye jo Modi ji ka UAE visit hai, ye sabhi risks ko manage karne aur future cooperation ke liye hai. Aise energy routes explore kiye ja sakte hain jo chokepoints ko avoid karein. Joint ventures aur exploration projects par bhi baat hogi. UAE ke saath ye partnership India ki energy transition ko support karegi aur hum import dependence se ek strategic relationship ki taraf badhenge.