New Delhi: ʻO ka hoʻokele waiwai o India a me nā ʻoihana e hilinaʻi nui nei i ka aila ʻaila e like me ka mokulele, ka moku, ke alanui a me ke kaʻa kaʻa kaʻa e loaʻa mai i ka hāʻule koke ʻana o nā kumukūʻai aila ma muli o ka maʻi maʻi coronavirus ma Kina, ka aila nui loa o ka honua. ka mea lawe mai, i ʻōlelo ʻia e nā mea hoʻokele waiwai, nā luna nui a me nā loea.
Me nā ʻoihana ʻē aʻe e hoʻoponopono hou ana i kā lākou hoʻolālā ma waena o nā wanana koi ikaika e hōʻemi ʻia ma muli o ka puka ʻana o ka coronavirus, ke ʻimi nei nā mea lawe aila nui e like me India e hoʻokele i kahi kūʻai maikaʻi.ʻO India ke kolu o ka mea hoʻokomo aila nui loa ma ka honua a ʻo ka ʻehā o ka mea kūʻai aku i ke kinoea kūlohelohe wai (LNG).
Ke kū nei ka mākeke aila i kēia manawa i kahi kūlana i kapa ʻia ʻo contango, kahi i haʻahaʻa ai nā kumukūʻai ma mua o nā ʻaelike e hiki mai ana.
"Ke manaʻo nei nā manaʻo e kekahi mau keʻena e hoʻohaʻahaʻa ʻia ka noi ʻana o Kina Q1 e 15-20%, e hopena ai i ka hoʻemi ʻana o ka noi ʻai honua.Ke noʻonoʻo nei kēia i nā kumukūʻai o ka crude a me LNG, nā mea maikaʻi ʻelua no India.E kōkua kēia iā India i kāna mau ʻāpana macroeconomic ma o ka loaʻa ʻana o ka deficit moʻokāki o kēia manawa, ka mālama ʻana i ke aupuni hoʻololi paʻa a no laila ka hoʻonui ʻana, "wahi a Debasish Mishra, hoa hana ma Deloitte India.
Ua ʻoki ka International Energy Agency (IEA) a me ka Organization of the Petroleum Exporting Countries (Opec) i ka ulu ʻana o ka ulu ʻana o ka aila honua ma hope o ka puka ʻana o ka coronavirus.
"ʻO nā ʻāpana e like me ka mokulele, nā pena, nā seramika, kekahi mau huahana ʻoihana, a me nā mea ʻē aʻe e pōmaikaʻi mai ke aupuni kumukūʻai benign," i hoʻohui ai ʻo Mishra.
ʻO India kahi ʻāpana hoʻomaʻemaʻe nui ʻo ʻAsia, me ka hiki ke hoʻokomo ʻia ma mua o 249.4 miliona tonnes i ka makahiki (mtpa) ma o 23 refineries.ʻO ke kumukūʻai o ka hīnaʻi o India, he $ 56.43 a me $ 69.88 no ka barela ma FY18 a me FY19, kēlā me kēia, he $ 65.52 i Dekemaba 2019, e like me ka ʻikepili mai ka Petroleum Planning and Analysis Cell.ʻO ke kumu kūʻai he $54.93 hoʻokahi barela ma 13 Pepeluali.Hōʻike ka hīnaʻi India i ka awelika o Oman, Dubai a me Brent crude.
"I ka wā ma mua, ua ʻike ke kumukūʻai aila maikaʻi i ka hoʻomaikaʻi nui ʻana o ka waiwai o ka mokulele," wahi a Kinjal Shah, ka hope pelekikena o nā ʻoihana ʻoihana ma ka ʻoihana helu ICRA Ltd.
Ma waena o ka lohi o ka hoʻokele waiwai, ʻike ka ʻoihana huakaʻi huakaʻi o India i ka ulu ʻana o nā kaʻa kaʻa he 3.7% ma 2019 i 144 miliona mau kaʻa.
"He manawa maikaʻi paha kēia no nā mokulele e hoʻokō i nā poho.Hiki i nā mokulele ke hoʻohana i kēia no ka hoʻihoʻi ʻana i nā poho, ʻoiai hiki i ka poʻe huakaʻi ke hoʻohana i kēia manawa e hoʻolālā no ka huakaʻi ʻoiai ʻoi aku ka maikaʻi o ke kumukūʻai o nā tiketi mokulele, "wahi a Mark Martin, ka mea hoʻokumu a me ka Luna Nui ma Martin Consulting Llc, he mea aʻoaʻo mokulele.
ʻO ka puka ʻana o ka coronavirus ma Kina ua koi aku i nā ʻoihana ikehu ma laila e hoʻokuʻu i nā ʻaelike hoʻouna a hōʻemi i ka huahana.Ua hoʻopilikia kēia i nā kumukūʻai aila honua a me nā uku hoʻouna.ʻO ka ʻāʻī ʻana o ke kālepa a me ka lohi ʻana o ka hoʻokele waiwai o ke ao holoʻokoʻa ke kau nei ma luna o nā mākeke ikehu.
Ua ʻōlelo nā luna o ka Indian Chemical Council, kahi hui ʻoihana, ua hilinaʻi ʻo India iā Kina no nā kemika ma waena o ke kaulahao waiwai, me ka ʻāpana o kēlā ʻāina i ka lawe ʻana mai ka 10-40%.ʻO ka ʻāpana petrochemical ka iwi kuamoʻo no nā ʻāpana hana ʻē aʻe a me nā ʻāpana hana ʻole e like me ka ʻoihana, kaʻa, textiles a me nā mea kūʻai aku.
"Ke lawe ʻia mai nei nā ʻano mea maka a me nā intermediary mai Kina.ʻOiai, i kēia manawa, ʻaʻole i hoʻopilikia nui ʻia nā ʻoihana e lawe mai ana i kēia mau mea, ua maloʻo kā lākou kaulahao lako.No laila, manaʻo paha lākou i ka hopena i mua inā ʻaʻole maikaʻi ke kūlana, "wahi a Sudhir Shenoy, pelekikena ʻāina a me Luna Nui o Dow Chemical International Pvt.Ltd.
Hiki i kēia ke hoʻopōmaikaʻi i ka poʻe hana hale o nā lāʻau kemika, graphite electrodes, carbon black, dyes a me nā puaʻa no ka mea hiki i nā mea lawe mai Kina haʻahaʻa ke koi aku i nā mea kūʻai aku e loaʻa iā lākou ma ka ʻāina.
ʻO ka emi ʻana o nā kumukūʻai ʻuʻuku e lawe mai i ka lono maikaʻi i ka waihona kālā o ke aupuni ma waena o ka hāʻule ʻana o ka loaʻa kālā a me ka piʻi nui ʻana o ke kālā.Ma muli o ka ulu wikiwiki ʻana o ka hōʻiliʻili kālā, ʻo ke Kuhina Waiwai ʻo Nirmala Sitharaman, i ka wā e hōʻike ana i ka waihona kālā o ka Union, ua noi ʻo ia i ka pauku pakele e lawe i kahi 50-basis point leeway i ka deficit fiscal no 2019-20, e lawe ana i ka manaʻo i hoʻoponopono ʻia i 3.8% o GDP.
Ua'ōlelo ke kia'āinaʻo RBI Shaktikanta Das i ka Pōʻaono i ka emiʻana o nā kumukūʻai aila i ka hopena maikaʻi i ka hoʻonui."ʻO ka spike nui e hele mai ana mai ka piʻi ʻana o ka meaʻai, ʻo ia hoʻi, nā mea kanu a me nā mea protein.Ua piʻi iki ka inflation ma muli o ka hoʻoponopono ʻana i nā kumukūʻai telecom, "wahi āna.
Ke kaumaha ʻia e ka emi ʻana o ka ʻoihana hana, ua hoʻopaʻa ʻia ka huahana hale hana o India i Dekemaba, ʻoiai ua wikiwiki ka hoʻonui ʻana o nā hale kūʻai no ke ono o ka mahina o Ianuali, e hāpai ana i nā kānalua e pili ana i ke kaʻina hana hou o ka hoʻokele waiwai.Kuhi ʻia ka ulu ʻana o ka hoʻokele waiwai o India e ka National Statistical Office e hōʻemi i kahi haʻahaʻa haʻahaʻa he 11 mau makahiki o 5% ma 2019-2020 ma ke kua o ka hoʻohana lohi a me ka noi kālā.
Ua ʻōlelo ʻo Madan Sabnavis, ka luna hoʻokele waiwai ma CARE Ratings, ʻo nā kumukūʻai aila haʻahaʻa he pōmaikaʻi ia no India."Akā naʻe, ʻaʻole hiki ke hoʻokuʻu ʻia ke kiʻekiʻe kiʻekiʻe, me kekahi mau ʻoki i manaʻo ʻia e Opec a me nā ʻāina ʻē aʻe.No laila, pono mākou e noʻonoʻo i ka hoʻonui ʻana i nā mea kūʻai aku a nānā i ka leverage i ke kumu o nā kumukūʻai aila haʻahaʻa, ʻo ia hoʻi, ka coronavirus, a hoʻokau i kā mākou waiwai i Kina, ʻoiai e ʻimi ana i nā mea ʻē aʻe i nā mea hoʻolako i nā mea lawe mai.ʻO ka mea pōmaikaʻi, ma muli o ke kahe mau ʻana o ke kapikala, ʻaʻole pilikia ke kaomi ʻana i ka rupee, "wahi āna.
No ka hopohopo e pili ana i ke kūlana koi aila, hiki i ka OPEC ke holomua i kāna hālāwai 5-6 Malaki, me kāna papa ʻenehana e ʻōlelo ana i kahi ʻoki kūʻokoʻa i ka hoʻonohonoho ʻo Opec +.
"Ma muli o ke kālepa maikaʻi e lawe mai ana mai ka Hikina mai, e kiʻekiʻe ka hopena ma nā awa pahu e like me JNPT (Jawaharlal Nehru Port Trust), aʻo ka hopena ma ke awa ʻo Mundra e kaupalena ʻia," wahi a Jagannarayan Padmanabhan, ka luna alakaʻi a me ka alakaʻi alakaʻi o ka lawe ʻana. logistics ma Crisil Infrastructure Advisory."ʻO ka ʻaoʻao ʻaoʻao ʻo ia ka neʻe ʻana o kekahi o nā mea hana mai Kina i India no ka manawa pōkole."
ʻOiai ua pōkole ka piʻi ʻana o nā kumukūʻai ma muli o ka piʻi ʻana o ka ʻāʻī ma waena o ʻAmelika a me Iran, ua hoʻopuka ka puka ʻana o ka coronavirus a me ka hoʻopau koke ʻana e nā ʻāina ʻo Opec i kahi mea o ka maopopo ʻole.
"ʻOiai he haʻahaʻa nā kumukūʻai aila, ke piʻi nei ke kumukūʻai kūʻai (rupee kūʻē i ke kālā), a ke alakaʻi nei i nā kumukūʻai kiʻekiʻe.Ua ʻoluʻolu mākou i ka wā o ka rupee ma kahi o 65-70 kūʻē i ke kālā.No ka mea, ʻo ka hapa nui o kā mākou mau lilo, ʻo ia hoʻi no ka wahie mokulele, ua uku ʻia ma ke ʻano kālā, ʻo ka hoʻololi ʻana he mea koʻikoʻi ia o kā mākou kumukūʻai, "i ʻōlelo ʻia e kahi luna kiʻekiʻe ma kahi mokulele mokulele ʻo New Delhi ma ke ʻano o ka inoa ʻole.
ʻO ka ʻoiaʻiʻo, hiki i ka rebound i ka noi aila ke hoʻoulu hou i nā kumukūʻai e hiki ke pā i ka piʻi ʻana a hōʻeha i ka noi.
ʻO ke kumu kūʻai aila kiʻekiʻe ka hopena kūʻokoʻa ma o ka hana kiʻekiʻe a me nā kumukūʻai lawe kaʻa a hoʻoikaika i ka piʻi ʻana i ka piʻi ʻana o ka meaʻai.ʻO ka hoʻoikaika ʻana e hoʻopau i ke kaumaha o ka poʻe kūʻai ma o ka hoʻohaʻahaʻa ʻana i ke dute excise ma ka petrol a me ka diesel e hoʻopilikia i ka hōʻiliʻili kālā.
Ua kōkua ʻo Ravindra Sonavane, Kalpana Pathak, Asit Ranjan Mishra, Shreya Nandi, Rhik Kundu, Navadha Pandey a me Gireesh Chandra Prasad i kēia moʻolelo.
Ua kau inoa ʻoe i kā mākou nūpepa.Inā ʻaʻole hiki iā ʻoe ke loaʻa kekahi leka uila mai kā mākou ʻaoʻao, e ʻoluʻolu e nānā i ka waihona spam.
Ka manawa hoʻouna: Apr-28-2021