Whalesbook
Arre bhaiyo, suno! India ka Textile Ministry ekdum action mein hai. Woh chahte hain ki apne man-made fibre (MMF) jaise ki cotton, rayon pulp, aur yarns pe jo import duty lagti hai, woh kam kar di jaye. Aur saath hi, textile industry ko natural gas bhi priority par milni chahiye. Ye sab isliye kyunki bahar duniya mein jo conflicts chal rahe hain na, uski wajah se sab cheezon ke prices boom ho gaye hain aur supply mein bhi kaafi dikkat aa rahi hai.
So basically, Poly-ethylene Terephthalate (PET), jo polyester fibre ka main ingredient hai (jo India ke 40% apparel production mein use hota hai), uske price aur availability dono mein issue aa raha hai. Shipping ke rates bhi bahut volatile hain. Reports bata rahi hain ki Baltic Dry Index 100.08% badh gaya tha, though ab container shipping rates thoda kam ho rahe hain, 3% tak gir gaye hain. Is global tension ki wajah se UAE, Saudi Arabia, aur Israel jaise regions mein jo $1.8 billion ka export hota hai, woh bhi affect ho raha hai.
Yaad hai 2022 mein Russia-Ukraine war ke time European buyers ne India se apparel orders 25% tak kam kar diye the? Aur tab se yarn prices bhi double ho gaye the. Crude oil bhi $104 tak pahunch gaya tha. Industry ko aise issues face karne padte hain.
Future ki baat karein toh, analysts ko lagta hai ki US mein textile exports 9-10% tak gir sakte hain tariffs aur policy uncertainty ki wajah se. US hamare total textile shipments ka almost 29% hai, toh yeh badi baat hai. Iss wajah se exporters ab quantity se zyada profitability par focus kar rahe hain.
Lekin haan, yeh jo duty cuts aur priority gas wali baat hai na, yeh temporary relief de sakti hai, long-term supply chain issues shayad solve na ho. Companies ki performance bhi alag-alag chal rahi hai. Cotton prices bhi kuch hi dinon mein ₹78,000 se badh kar ₹83,000 tak pahunch gaye the 20 dinon mein. Toh overall, industry tension mein hai, but government support ki koshish chal rahi hai.