Israel-Iran Conflict: Global Supply Chain Par Danger Mein?
Israel aur Iran ke beech badhta conflict duniya bhar ke shipping routes ko disrupt kar sakta hai, jisse India ke liye supply chain mein badi problems aa sakti hain. Global Trade Research Initiative (GTRI) ne yeh warning di hai. Tension badhne se tel ki prices badh sakti hain aur India mein inflation aur fiscal balance par pressure badh sakta hai.
India par Kya Asar Padega?
যদিও India ka Iran aur Israel ke saath trade lagbhag $3.8 billion ka hai, lekin asal khatra energy aur trade ke liye important shipping routes par dependence hai. India Iran se directly oil import nahi karta, lekin lagbhag do-tihaai crude oil aur aadha LNG imports Strait of Hormuz se aate hain. Iran ne ise band karne ki dhamki di hai, jisse global oil prices badh sakte hain. Shipping aur insurance costs bhi badhenge.
Crude Oil Imports: Kahan Se Aata Hai Tel?
FY25 mein, India ne $143.1 billion ka crude oil import kiya, jo lagbhag 202.7 million tonnes tha. Russia sabse bada supplier raha, jisne $50.3 billion ka tel supply kiya. Iraq dusre number par raha, aur Saudi Arabia teesre number par. UAE se imports bhi badhe hain, jo India ke diversification ki taraf ishara karte hain. USA aur Kuwait bhi major suppliers rahe.
Red Sea Mein Bhi Khatra
Israel ke Yemen mein Houthi leaders par strike ke baad, Red Sea mein bhi tension badh rahi hai. India ke lagbhag 30% exports Europe aur US ko Bab el-Mandeb Strait se jaate hain. Agar ise reroute karna pada, toh shipping time do hafte badh sakta hai aur freight costs bhi badh sakte hain.
Experts Ki Rai
GTRI ke founder Ajay Srivastava ka kehna hai ki India ke engineering goods, chemicals aur textiles exports par bura asar padega. Unhone sarkar se contingency plans banane ko kaha hai. Israel aur Iran ke beech hostilities badhti ja rahi hain, jisse ek badi war ka khatra bana hua hai. Iran ne drones aur missiles fire kiye hain, aur Israel ne Tehran par hamla kiya hai. Death toll lagbhag 300 tak pahunchne ki aashanka hai.
G7 Meeting Update
Canadian FPI assets in India have risen by Rs 28,000 crore since February. Read more on Economy & Finance by NDTV Profit.
