I-New DelHI: Umnotho waseNdiya ovilaphayo nezimboni ezincike kakhulu kuwoyela ongahluziwe njengendiza, ezokuthutha, ezokuthutha ngomgwaqo kanye nezitimela kungenzeka zizuze ekwehleni okungazelelwe kwentengo kawoyela ongahluziwe ngenxa yomqedazwe we-coronavirus eChina, uwoyela omkhulu kunawo wonke emhlabeni. kusho osomnotho, abaphathi abakhulu kanye nongoti.
Njengoba izimboni ezahlukahlukene zilungisa kabusha isu lazo phakathi kwezibikezelo zokufunwa kwamandla zincipha ngenxa yokuqubuka kokuqubuka kwe-coronavirus, abathekelisi abakhulu bakawoyela njengeNdiya bafuna ukwenza inzuzo engcono. I-India ingeyesithathu ngobukhulu emhlabeni ekuthengeni uwoyela kwamanye amazwe futhi ingowesine ngobukhulu umthengi we-liquefied natural gas (LNG).
Imakethe kawoyela njengamanje ibhekene nesimo esibizwa nge-contango, lapho amanani entengo ephansi kunenkontileka yesikhathi esizayo.
“Izilinganiso ezenziwa ama-ejensi amaningana ziphakamisa ukuthi isidingo esingahluziwe se-Q1 yaseChina sizokwehla ngo-15-20%, okuzoholela ekuncipheni kwesidingo somhlaba wonke. Lokhu kubonakala emananini entengo ye-crude kanye ne-LNG, kokubili okunempilo eNdiya. Lokhu kuzosiza i-India emikhakheni yayo yezomnotho omkhulu ngokuqukatha okushodayo kwe-akhawunti yamanje, ukugcina uhlelo lokuhwebelana oluzinzile kanye nokwehla kwamandla emali, ”kusho uDebasish Mishra, uzakwethu e-Deloitte India.
I-International Energy Agency (IEA) kanye ne-Organisation of the Petroleum Exporting Countries (Opec) banciphise ukukhula kwesidingo sikawoyela emhlabeni jikelele kulandela ukuqubuka kwe-coronavirus.
"Imikhakha efana nezindiza, upende, izitsha zobumba, eminye imikhiqizo yezimboni, njll. ingazuza embusweni wamanani aphansi," kusho uMishra.
I-India iyisizinda sokuhluza esibalulekile sase-Asia, esinamandla afakiwe angaphezu kwezigidi ezingu-249.4 zamathani ngonyaka (mtpa) ngokusebenzisa izindawo zokuhluza ezingama-23. Izindleko zikabhasikidi wase-India ongahluziwe, ezifinyelele ku-$56.43 kanye no-$69.88 ngomphongolo ngo-FY18 kanye no-FY19, ngokulandelana, zifinyelele ku-$65.52 ngoDisemba 2019, ngokusho kwedatha evela ku-Petroleum Planning and Analysis Cell. Intengo yayingu-$54.93 umgqomo ngo-13 February. Ubhasikidi waseNdiya umele isilinganiso se-Oman, Dubai ne-Brent crude.
"Esikhathini esidlule, intengo kawoyela ephansi ibone inzuzo yendiza iba ngcono kakhulu," kusho uKinjal Shah, iphini likamongameli wezilinganiso zebhizinisi esikhungweni sokulinganisa i-ICRA Ltd.
Phakathi nokuwohloka komnotho, imboni yezokuvakasha ngendiza yaseNdiya ibone ukukhula kwethrafikhi yabagibeli ngo-3.7% ngo-2019 kuya kubagibeli abayizigidi eziyi-144.
“Lesi kungaba yisikhathi esihle sokuthi izinkampani zezindiza zibuyise ukulahlekelwa. Izinkampani zezindiza zingasebenzisa lokhu ukuze zibuyise ukulahlekelwa, kuyilapho abahambi bengasebenzisa lesi sikhathi ukuhlela uhambo njengoba izindleko zamathikithi endiza zingaba usizo kakhulu ephaketheni,” kusho uMark Martin, umsunguli kanye ne-CEO kwaMartin Consulting Llc, ongumeluleki wezindiza.
Ukuqubuka kwe-coronavirus eChina kuphoqe izinkampani zamandla lapho ukuthi zimise izinkontileka zokulethwa futhi zehlise umkhiqizo. Lokhu kube nomthelela kokubili amanani entengo kawoyela womhlaba kanye namazinga okuthutha. Ukungezwani kwezohwebo kanye nokuwohloka komnotho womhlaba nakho kunomthelela omkhulu ezimakethe zamandla.
Izikhulu ze-Indian Chemical Council, okuyinhlangano yezimboni, zithe i-India incike eChina ngamakhemikhali kuwo wonke uchungechunge lwenani, kanti isabelo salelo zwe ekuthengisweni kwempahla kwamanye amazwe sisuka ku-10-40%. Umkhakha we-petrochemical usebenza njengomgogodla weminye imikhakha eyahlukene yokukhiqiza nengakhiqizi njengengqalasizinda, izimoto, izindwangu kanye nezinto ezihlala isikhathi eside zabathengi.
“Izinhlobonhlobo zezinto ezingavuthiwe kanye nabalamuli zithengwa kwamanye amazwe zivela eChina. Yize, kuze kube manje, izinkampani ezingenisa lezi zingenawo umthelela omkhulu, uchungechunge lwazo lokuhlinzeka luyaphela. Ngakho-ke, bangase babe nomuzwa wokuqhubekela phambili uma isimo singathuthuki,” kusho uSudhir Shenoy, umongameli wezwe kanye no-CEO weDow Chemical International Pvt. Ltd.
Lokhu kungase kuzuze abakhiqizi basekhaya bamakhemikhali enjoloba, ama-electrode e-graphite, i-carbon black, odayi nezimibalabala njengoba ukungenisa okuphansi kwamaShayina kungase kuphoqe abathengi ukuthi bakuthole endaweni.
Amanani aphansi entengo aluhlaza nawo aletha izindaba ezinhle esikhwameni sikahulumeni phakathi nokushoda kwemali engenayo kanye nokushoda kwezimali okwandayo. Uma kubhekwa ukukhula okuqinile kokuqoqwa kwemali engenayo, ungqongqoshe wezeziMali u-Nirmala Sitharaman, ngenkathi ethula isabelomali seNyunyana, wacela isigatshana sokuphunyuka ukuthi sithathe amaphuzu angama-50 esileleni sezimali sika-2019-2020, sithathe isilinganiso esibuyekeziwe saba ku-3.8% we-GDP.
Umbusi wakwa-RBI uShaktikanta Das ngoMgqibelo uthe ukwehla kwentengo kawoyela kuzoba nomthelela omuhle ekwehleni kwamandla emali. “Okugqama kakhulu kuvela ekwenyukeni kwentengo yokudla, okungukuthi, imifino kanye nemikhiqizo yamaprotheni. Ukwehla kwamandla emali kunyuke kancane ngenxa yokubuyekezwa kwezindleko ze-telecom,” engeza.
Icindezelwe ukwehla kwemboni yezokukhiqiza, umkhiqizo wasefekthri yaseNdiya wathola inkontileka ngoDisemba, kanti ukwehla kwamandla emali ezitolo kunyuke ngesivinini esingangenyanga yesithupha ilandelana ngoMasingana, okudala ukungabaza mayelana nenqubo yokusimama komnotho omusha. Ukukhula komnotho wase-India kulinganiselwa ukuthi iHhovisi Likazwelonke Lezibalo zehle ngeminyaka engu-11 ngaphansi kuka-5% ngo-2019-2020 ngenxa yokusetshenziswa budlabha kanye nesidingo sokutshala imali.
UMadan Sabnavis, isazi sezomnotho esiyinhloko kwa-CARE Ratings, uthe amanani aphansi kawoyela abe yisibusiso eNdiya. “Kodwa-ke, ingcindezi ekhuphukayo ayinakuhoxiswa, ngokuncishiswa okulindelwe yi-Opec namanye amazwe athumela ngaphandle. Ngakho-ke, sidinga ukugxila ekutheni singakhuphula kanjani ukuthunyelwa kwempahla kwamanye amazwe futhi sibheke ukuthuthukisa imbangela yamanani aphansi kawoyela, okungukuthi, i-coronavirus, futhi siphushele izimpahla zethu e-China, kuyilapho sifuna ezinye izindlela ezingasetshenziswa abahlinzeki ekuthengisweni kwamanye amazwe. Ngenhlanhla, ngenxa yokugeleza kwemali eqhubekayo, ingcindezi ku-rupee akuyona inkinga, ”engeza.
Ikhathazekile ngesimo sokufunwa kukawoyela, i-Opec ingase iqhubekisele phambili umhlangano wayo wangomhla zi-5-6 kuNdasa, lapho iphaneli yayo yezobuchwepheshe incoma ukunqanyulwa kwesikhashana ohlelweni lwe-Opec+.
"Ngenxa yokuhweba okunempilo okuvela eMpumalanga, umthelela emachwebeni amakhonteyna afana ne-JNPT (Jawaharlal Nehru Port Trust) uzoba mkhulu, kanti umthelela echwebeni lase-Mundra uzoba nomkhawulo," kusho u-Jagannarayan Padmanabhan, umqondisi kanye nomqondisi wezokuthutha kanye nokuqeqesha. Logistics at Crisil Infrastructure Advisory. "Okuhlukile ukuthi ezinye zezinto ezikhiqizwayo zingasuka eChina ziye eNdiya okwesikhashana."
Ngenkathi ukunyuka kwamanani aluhlaza ngenxa yokungezwani okukhulayo phakathi kwe-US ne-Iran bekungokwesikhashana, ukuqubuka kwe-coronavirus kanye nokuphuma okuseduze okunqanyulwe amazwe e-Opec kwethule into yokungaqiniseki.
“Yize amanani kawoyela ephansi kodwa izinga lokushintshisana (i-rupee uma liqhathaniswa nedola) liyakhuphuka, okuholela ekwenyukeni kwezindleko. Sikhululekile uma i-rupee icishe ibe ngu-65-70 uma iqhathaniswa nedola. Njengoba ingxenye enkulu yezindleko zethu, okuhlanganisa naleyo kaphethiloli wendiza, ikhokhelwa ngamadola, imali yangaphandle iyingxenye ebalulekile yezindleko zethu, "kusho isikhulu esiphezulu senkampani yezindiza yesabelomali esizinze eNew Delhi ngemibandela yokudalulwa.
Ngokuqinisekile, ukukhuphuka kwesidingo sikawoyela kungase kuphinde kwenyuse amanani entengo angase avuse ukwehla kwamandla emali futhi alimaze isidingo.
Amanani aphezulu kawoyela nawo abe nomthelela ongaqondile ngokukhuphuka kwezindleko zokukhiqiza nezokuthutha futhi abe nengcindezi ekhuphukayo ekwenyukeni kwamandla emali yokudla. Noma yimiphi imizamo yokunciphisa umthwalo kubathengi ngokwehlisa intela yentela kaphethiloli nodizili izophazamisa ukuqoqwa kwemali engenayo.
U-Ravindra Sonavane, u-Kalpana Pathak, u-Asit Ranjan Mishra, u-Shreya Nandi, u-Rhik Kundu, u-Navadha Pandey kanye no-Gireesh Chandra Prasad baba nesandla kule ndaba.
Manje usubhalisele izincwadi zethu zezindaba. Uma kwenzeka ungakwazi ukuthola noma iyiphi i-imeyili ohlangothini lwethu, sicela uhlole ifolda yogaxekile.
Isikhathi sokuthumela: Apr-28-2021