Whalesbook
Global Oil Prices Ne Machaya Hahakaar!
Sabse bada reason kya hai? West Asia mein jo tensions chal rahi hain, uske karan crude oil ki prices ekdum se bhad gayi hain. Aur yeh seedha textile industry par impact kar raha hai, khaas kar polyester banane walon par.
Filatex India Jaise Companies Par Laga Pressure
Jo polyester yarn banane wali badi company hai na, Filatex India, unhone bataya hai ki unka feedstock (jo raw material hota hai) ka kharcha lagbhag 30% badh gaya hai. Chinese suppliers se bhi mehnga mil raha hai aur Middle East se supply mein bhi issues aa rahe hain. Agar aap polyester staple fiber ki price dekho, toh February ke end mein jo ₹100 per kg thi, woh ab April mein ₹120 ho gayi hai. Isse Bindal Silk Mills jaisi companies ko bhi problem ho rahi hai jo bade retailers ko fabric supply karti hain. Chemicals aur dyes ka kharcha bhi bahut upar chala gaya hai.
Poore Asia Ki Supply Chain Mein Fail Rahi Problem
Yeh problem sirf ek company tak nahi hai, poore Asia ki supply chain mein fail rahi hai. India mein Surat jaise textile hubs mein kaam ruk raha hai. Ek company Radheshyam Textile ne toh apne aadhe looms band kar diye hain kyunki naya yarn khareedna mehnga pad raha hai aur customers prices badhane ko ready nahi hain. Dyeing aur printing factories bhi kam din kaam kar rahi hain, aur log chintit hain ki kahin raw material milna band na ho jaye. Bangladesh mein bhi, jahan zyada cotton use hota hai, polyester sewing thread aur logistics ka kharcha badh gaya hai. Coats Bangladesh ne toh apne thread ki price 15.5% badha di hai. Wahan ke knitwear association ke head Mohammad Hatem keh rahe hain ki buyers order kam kar sakte hain. Analysts keh rahe hain ki agar yehi chalta raha toh log kharidna kam kar denge aur prices badhani padengi.
Retailers Kaise Kar Rahe Hain Cope?
Ab fast fashion retailers kya kar rahe hain? Jo polyester par zyada depend karte hain. Kuch jaise Primark ne pehle hi bahut stock khareed liya tha, toh unke spring/summer aur autumn/winter ka stock abhi safe hai. H&M ko pata hai ki Bangladeshi suppliers price badhaenge, par woh khud absorb karne ki soch rahe hain, filhaal koi badi production problem nahi dikh rahi. Zara wale Inditex ne kuch nahi kaha. Walmart aur Target ne bhi abhi reply nahi kiya. Industry ki efficiency ab test ho rahi hai.
Future Kya Kehta Hai?
Industry mein polyester ka reliance bahut zyada hai (global fiber production ka 59%). Isliye, companies recycled polyester (jo abhi global production ka sirf 12% hai) ko explore kar rahi hain taaki oil price ke fluctuations se bach sakein. Bade retailers jaise Inditex (Market Cap $166.89B tak) aur H&M (Market Cap $244.18B tak) ki valuations, Filatex India (Market Cap ₹1,839 Cr tak) jaisi manufacturers se kaafi alag hain. Walmart (Market Cap $1.02T) aur Target (Market Cap $58.95B) bhi apni alag position par hain.
Overall, fast fashion ka oil par depend karna ek bada risk hai. Raw material, energy, aur logistics sabka kharcha badh raha hai. Companies ko ab smart hona padega taaki prices badhaye bina bhi customers ko attract kar sakein.