Whalesbook
Record Low Prices Ka Kamaal!
So, hua ye hai ki six bade fertilizer companies ne next 10 saal ke liye 6.7 lakh metric tons green ammonia buy karne ka deal pakka kar liya hai. Isse India ka foreign exchange $2.5 billion se save hoga, kyunki ab imported grey ammonia ki jagah yeh cleaner fuel use hoga.
Solar Energy Corporation of India (SECI) ne iska pura arrangement kiya. Unhone ek reverse auction kiya jisme prices ₹49.75 per kilogram (lagbhag $566 per ton) tak gir gaye. Overall prices ₹49.75 se ₹64.74 per kilogram ($566-$737 per ton) ke beech rahe.
Yeh prices global benchmarks se kaafi kam hain, jahan green ammonia ₹110 per kilogram (€1000 per ton) tak bik raha tha. SECI ne 7.24 lakh MT capacity developers ko di hai, jo seedha 13 fertilizer units se connect hogi. Yeh sab India ke National Green Hydrogen Mission ka hissa hai.
Import Kam, Export Zyada Ki Planning
India mein har saal 17 se 19 million tons ammonia use hota hai, jisme se 86% tak hum import karte hain. Is import par dependency khatam karne ke liye yeh deal bahut important hai. Isse na sirf energy security badhegi, balki hum 2030 tak 10 million tons green hydrogen ya green ammonia export karne ka bhi target rakh rahe hain. Duniya mein India ek bada player ban sakta hai is segment mein.
Ab Challenges Kya Hain?
Lekin haan, sab kuch itna smooth nahi hai. Analysts keh rahe hain ki yeh record low prices government incentives par bahut depend karti hain, khaas kar pehle 3 saal ke liye. Current prices, grey ammonia ke landed cost ($398 per ton) se abhi bhi zyada hain.
Developers ke liye margins bahut kam hain. Production scale karna, renewable energy ko consistent rakhna, aur storage aur transport ka network banana - yeh sab bade challenges hain. Policy execution mein delays aur long-term contracts milne mein bhi uncertainty hai. Dusri countries mein bhi green ammonia projects chal rahe hain, toh buyers ko bhi choice mil rahi hai.