NEW DelHI: Moruo o thellang oa India le liindasteri tse itšetlehileng haholo ka oli e tala joalo ka lifofane, likepe, lipalangoang tsa literene le lipalangoang li kanna tsa fumana ho theoha ha litheko tsa oli e sa tsoakoang ka tšohanyetso ka lebaka la seoa sa coronavirus naheng ea China, oli e kholo ka ho fetisisa lefatšeng. ho boletse litsebi tsa moruo, balaoli ba ka sehloohong le litsebi.
Ha liindasteri tse fapaneng li ntse li lokisa leano la tsona nakong ea ha likhakanyo tsa tlhoko ea matla li ntse li fokotseha ka lebaka la seoa sa coronavirus, barekisi ba ka sehloohong ba oli ba kang India ba batla ho etsa khoebo e betere. India ke naha ea boraro lefatšeng ka bophara e rekang oli kantle ho naha ebile ke moreki oa bone ho tse kholo ka ho fetisisa oa khase ea tlhaho e entsoeng ka metsi (LNG).
Mmaraka oa oli hajoale o tobane le boemo bo bitsoang contango, moo litheko li leng tlase ho feta likonteraka tsa kamoso.
"Likhakanyo tse entsoeng ke mekhatlo e mengata e fana ka maikutlo a hore tlhoko ea China Q1 e tla theoha ka 15-20%, e leng se tla fella ka ho fokotseha ha tlhokahalo ea lefats'e. Sena se ipapisitse le litheko tsa crude le LNG, tseo ka bobeli li leng ntle bakeng sa India. Sena se tla thusa India maemong a eona a macroeconomic ka ho ba le khaello ea ak'haonte ea hajoale, ho boloka puso e tsitsitseng ea phapanyetsano le ka lebaka leo inflation, "ho boletse Debasish Mishra, molekane oa Deloitte India.
International Energy Agency (IEA) le Organisation of the Petroleum Exporting Countries (Opec) li theotse tebello ea kholo ea tlhoko ea oli lefatšeng ka bophara kamora ho phatloha ha coronavirus.
"Mekhatlo e kang ea lifofane, lipente, lirafshoa, lihlahisoa tse ling tsa indasteri, joalo-joalo li tla rua molemo pusong ea theko e tlaase," Mishra a phaella.
India ke setsi sa bohlokoa sa ho hloekisoa sa Asia, se nang le bokhoni bo kentsoeng ba lithane tse fetang limilione tse 249.4 ka selemo (mtpa) ka libaka tse 23 tsa ho hloekisa. Litsenyehelo tsa seroto sa India sa crude, se neng se lekana le $56.43 le $69.88 ka barrel ka FY18 le FY19, ka ho latellana, e ne e le $65.52 ka Tšitoe 2019, ho latela datha e tsoang ho Petroleum Planning and Analysis Cell. Theko e ne e le $54.93 barrel ka la 13 Hlakola. Baskete ea India e emetse kakaretso ea Oman, Dubai le Brent crude.
"Nakong e fetileng, theko e ntle ea oli e bone phaello ea lifofane e ntlafala haholo," ho boletse Kinjal Shah, motlatsi oa mopresidente oa litekanyetso tsa khoebo setsing sa litekanyetso sa ICRA Ltd.
Har'a ho putlama ha moruo, indasteri ea maeto a sefofane ea India e bone kholo ea sephethephethe sa bapalami ka 3.7% ka 2019 ho isa ho bapalami ba limilione tse 144.
Ena e ka ba nako e ntle ea hore lifofane li lefelle tahlehelo. Likhamphani tsa lifofane li ka sebelisa sena ho khutlisa tahlehelo, ha baeti ba ka sebelisa motsotso ona ho rera maeto kaha theko ea litekete tsa sefofane e tla ba bonolo haholoanyane, "ho boletse Mark Martin, mothehi le CEO ho Martin Consulting Llc, moeletsi oa lifofane.
Ho phatloha ha coronavirus naheng ea China ho qobelletse lifeme tsa matla moo ho emisa likonteraka tsa phano le ho fokotsa tlhahiso. Sena se amme ka bobeli litheko tsa oli lefatšeng ka bophara le litheko tsa thomello. Likhohlano tsa khoebo le ho putlama ha moruo oa lefats'e le tsona li na le tšubuhlellano mebarakeng ea matla.
Ba boholong ho Indian Chemical Council, e leng mokhatlo oa indasteri, ba re India e itšetlehile ka China bakeng sa lik'hemik'hale ho pholletsa le ketane ea boleng, 'me karolo ea naha eo ea thepa e tsoang linaheng tse ling e tloha ho 10-40%. Lekala la petrochemical le sebetsa e le mokokotlo oa makala a mang a fapaneng a tlhahiso le ao e seng a tlhahiso a kang meralo ea motheo, likoloi, masela le tse tšoarellang nako e telele tsa bareki.
"Mefuta e mengata e fapaneng ea thepa e tala le bakena-lipakeng e romelloa ho tsoa Chaena. Leha ho le joalo, ho fihlela hajoale, lik'hamphani tse kenyang lintho tsena kantle ho naha ha li amehe haholo, phepelo ea bona ea thepa e ntse e putlama. Kahoo, ba ka ikutloa ba e-na le tšusumetso ho ea pele haeba maemo a sa ntlafatse, "ho boletse Sudhir Shenoy, mopresidente oa naha le CEO oa Dow Chemical International Pvt. Ltd.
Sena se ka tsoela bahlahisi ba malapeng ba lik'hemik'hale tsa rabara, li-electrode tsa graphite, carbon black, dae le li-pigments kaha thepa e tlaase ea Machaena e ka qobella bareki ba ho qetela hore ba li fumane sebakeng sa heno.
Litheko tse tlaase tse tala li boetse li tlisa litaba tse monate ho letlotlo la 'muso har'a khaello ea lekeno le khaello e ntseng e eketseha ea lichelete. Ka lebaka la kholo e matla ea pokello ea lekeno, Letona la Lichelete Nirmala Sitharaman, ha a ntse a fana ka tekanyetso ea Union, o kopile poleloana ea ho phonyoha ho nka ntlha ea lintlha tse 50 khaellong ea lichelete bakeng sa 2019-2020, ho nka khakanyo e ntlafalitsoeng ho 3.8% ea GDP.
'Musisi oa RBI Shaktikanta Das ka Moqebelo o itse ho theoha ha theko ea oli ho tla ba le phello e ntle ho theko ea lichelete. "Tlhaloso e kholo e tsoa ho inflation ea lijo, ke hore, meroho le lintho tsa protheine. Theko e kholo ea theko e fokotsehile hanyane ka lebaka la tokiso ea litefiso tsa mehala ea mehala," a eketsa.
Ka lebaka la ho theoha ha lekala la tlhahiso, tlhahiso ea feme ea India e ile ea kena konteraka ka Tšitoe, ha inflation ea mabenkele e ile ea eketseha ka khoeli ea botšelela e latellanang ka Pherekhong, e leng se ileng sa tsosa lipelaelo mabapi le mokhoa oa ho khutlisa moruo o mocha. Kholo ea moruo oa India e hakanngoa ke Ofisi ea Naha ea Lipalopalo ho theosa ka lilemo tse 11 ho 5% ka 2019-2020 ka lebaka la tšebeliso e bobebe le tlhokahalo ea matsete.
Madan Sabnavis, setsebi se ka sehloohong sa moruo ho CARE Ratings, o re litheko tse tlase tsa oli e bile tlhohonolofatso ho India. "Leha ho le joalo, khatello e holimo e ke ke ea qheleloa ka thoko, ka likhaello tse ling tse lebelletsoeng ke Opec le linaha tse ling tse rekisetsang kantle. Ka hona, re hloka ho tsepamisa maikutlo holima mokhoa oa ho eketsa thepa e romelloang kantle ho naha le ho sheba ho phahamisa sesosa sa litheko tse tlase tsa oli, ke hore, coronavirus, le ho sutumelletsa thepa ea rona ho ea China, ha re ntse re batla mekhoa e meng ho bafani ba thepa e tsoang kantle ho naha. Ka lehlohonolo, ka lebaka la phallo e tsitsitseng ea chelete, khatello ho rupee ha se taba, ”a eketsa.
Ka ho ameha ka boemo ba tlhokeho ea oli, OPEC e ka ntšetsa pele kopano ea eona ea la 5-6 Hlakubele, ka sehlopha sa eona sa tekheniki se khothaletsang phokotso ea nakoana ea tlhophiso ea Opec +.
"Ka lebaka la thepa e ntle ea khoebo e tsoang ka bochabela, phello ea likou tsa lijana tse kang JNPT (Jawaharlal Nehru Port Trust) e tla ba holimo, athe phello ea boema-kepe ba Mundra e tla fokotseha," ho boletse Jagannarayan Padmanabhan, motsamaisi le moetapele oa lipalangoang. tsa thepa ho Crisil Infrastructure Advisory. "Lehlakore le leng le le leng ke hore lihlahisoa tse ling li ka tloha Chaena ho ea India ka nakoana."
Le ha ho phahama ha litheko tse tala ka lebaka la likhohlano tse ntseng li phahama lipakeng tsa US le Iran e bile tsa nakoana, ho phatloha ha coronavirus le tlhahiso e haufi e khaotsoeng ke linaha tsa Opec li hlahisitse ntlha ea ho hloka botsitso.
“Le hoja litheko tsa oli li le tlase, sekhahla sa phapanyetsano (rupee khahlano le dolara) se ntse se nyoloha, e leng se lebisang ho theko e phahameng. Re phutholohile ha rupee e ka ba 65-70 khahlano le dolara. Kaha karolo e kholo ea litšenyehelo tsa rona, ho kenyeletsoa le ea mafura a sefofane, e lefshoa ka lidolara, phapanyetsano ea kantle ho naha ke karolo ea bohlokoa ea litšenyehelo tsa rona, "ho boletse molaoli e moholo setsing sa lifofane se thehiloeng New Delhi ka maemo a ho se tsejoe.
Ha e le hantle, ho phahama ha tlhokahalo ea oli ho ka boela ha phahamisa litheko tse ka susumetsang ho phahama ha theko le ho senya tlhokahalo.
Litheko tse phahameng tsa oli le tsona li na le tšusumetso e sa tobang ka litšenyehelo tse phahameng tsa tlhahiso le tsa lipalangoang 'me li beha khatello e holimo holima theko ea lijo. Boiteko bofe kapa bofe ba ho fokotsa moroalo ho bareki ka ho theola lekhetho la thepa ea peterole le diesel bo tla sitisa pokello ea lekeno.
Ravindra Sonavane, Kalpana Pathak, Asit Ranjan Mishra, Shreya Nandi, Rhik Kundu, Navadha Pandey le Gireesh Chandra Prasad ba kentse letsoho pale ena.
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Nako ea poso: Apr-28-2021