New Delhi: Ko te ngoikore o te ōhanga Inia me ngā ahumahi e tino whakawhirinaki ana ki te hinu mata pēnei i te rererangi, te kaipuke, te kawe waka rori me te tereina, tera pea ka whai hua mai i te hekenga ohorere o ngā utu hinu mata nā te mate urutā coronavirus i Haina, te kawemai hinu nui rawa atu o te ao, e ai ki ngā kaipūtea, ngā tumuaki whakahaere me ngā tohunga.
I te mea kei te whakarerekē anō ngā ahumahi i tā rātou rautaki i waenganui i te whakahekenga o ngā matapae tono pūngao nā te pakarutanga o te mate urutā coronavirus, kei te rapu ngā kamupene kawemai hinu nui pērā i a Īnia ki te akiaki i tētahi utu pai ake. Ko Īnia te tuatoru o ngā kamupene kawemai hinu nui rawa atu o te ao, me te tuawhā o ngā kaihoko nui rawa atu o te hau māori wai (LNG).
Kei te pāngia te mākete hinu e tētahi āhuatanga e kiia nei ko te contango, arā, he iti iho ngā utu o te wā i ngā kirimana ā-mua.
"E ai ki ngā whakatau tata a ētahi tari, ka heke te hiahia mō te hinu mata i Haina i te hauwhā tuatahi mā te 15-20%, ka heke te hiahia mō te hinu mata o te ao. Kei roto i tēnei te utu o te hinu mata me te LNG, he pai hoki ēnei mō Īnia. Ka āwhina tēnei i a Īnia i roto i ōna tawhā ōhanga whānui mā te pupuri i te nama kaute o nāianei, te pupuri i te pūnaha whakawhiti moni pumau, ā, nō reira, ko te pikinga utu," te kī a Debasish Mishra, hoa mahi i Deloitte India.
Kua whakahekehia e te International Energy Agency (IEA) me te Organization of the Petroleum Exporting Countries (Opec) te tirohanga tipu o te tono hinu o te ao whai muri i te pakarutanga mai o te coronavirus.
"Ka whai hua ngā rāngai pēnei i te rererangi, ngā peita, ngā uku, ētahi hua ahumahi, me ētahi atu, mēnā he iti te utu," te tāpiri a Mishra.
He pokapū matua a Āhia a Īnia ki te whakamahine hinu, me te kaha tāuta neke atu i te 249.4 miriona tāne ia tau (mtpa) mā roto i ngā whare whakamahine hinu e 23. Ko te utu mō te kete hinu mata o Īnia, ko te toharite he $56.43 me te $69.88 ia oko i te tau pūtea 18 me te tau pūtea 19, ko te toharite he $65.52 i te Hakihea 2019, e ai ki ngā raraunga mai i te Pūtau Whakamahere me te Tātari Hinu. Ko te utu he $54.93 ia oko i te 13 o Pēpuere. Ko te kete hinu mata o Īnia te toharite o te hinu mata o Ōman, Dubai me Brent.
"I ngā wā o mua, kua kitea te pikinga nui o ngā hua o ngā kamupene rererangi nā te utu hinu pai," te kī a Kinjal Shah, te tumuaki tuarua o ngā whakatauranga kamupene i te tari whakatauranga ICRA Ltd.
I waenganui i te puhoi haere o te ōhanga, i kite te umanga haere rererangi o Īnia i te tipu o te 3.7% o te haere o ngā pāhihi i te tau 2019 ki te 144 miriona pāhihi.
"He wā pai pea tēnei mā ngā kamupene rererangi ki te whakatika i ngā mate. Ka taea e ngā kamupene rererangi te whakamahi i tēnei hei whakahoki mai i ngā mate, engari ka taea e ngā kaihaerere te whakamahi i tēnei wā hei whakamahere i ā rātou haerenga nā te mea ka iti ake te utu o ngā tīkiti rererangi," te kī a Mark Martin, te kaiwhakaū me te Tumu Whakahaere Matua o Martin Consulting Llc, he kaitohutohu rererangi.
Nā te pakarutanga mai o te mate korona i Haina kua akiakihia ngā kamupene pūngao ki te whakamutu i ngā kirimana tuku me te whakaiti i te whakaputanga. Kua pā tēnei ki ngā utu hinu o te ao me ngā utu tuku. Kei te pāngia hoki ngā mākete pūngao e ngā taupatupatu hokohoko me te puhoi haere o te ōhanga o te ao.
I kī ngā āpiha o te Indian Chemical Council, he rōpū ahumahi, e whakawhirinaki ana a Īnia ki a Haina mō ngā matū puta noa i te mekameka uara, ā, ko te wāhi o taua whenua ki ngā kawemai kei waenga i te 10-40%. Ko te rāngai petrochemical te pou tuara mō ētahi atu rāngai hanga me ngā rāngai kore-hanga pērā i te hanganga, te motuka, ngā kakahu me ngā taonga kaihoko pumau.
"He whānuitanga o ngā rauemi mata me ngā takawaenga e kawemaihia ana mai i Haina. Ahakoa, tae noa mai ki tēnei wā, kāore anō ngā kamupene e kawemai ana i ēnei e tino pāngia ana, kei te mimiti haere tā rātou mekameka tuku. Nō reira, tera pea ka pāngia rātou i ngā rā kei te heke mai mēnā kāore te āhuatanga e pai ake," te kī a Sudhir Shenoy, te perehitini whenua me te Tumu Whakarae o Dow Chemical International Pvt. Ltd.
Tērā pea ka whai hua tēnei ki ngā kaihanga matū rapa, ngā irahiko karāwhata, te pango waro, ngā tae me ngā tae o roto i tēnei whare, nā te mea ka akiakihia ngā kaihoko ki te hoko mai i ēnei matū i te rohe nā te iti o ngā kawemai a Haina.
He pai hoki ngā kōrero a te kāwanatanga mō te hekenga o ngā utu hinu mata i waenganui i te korenga o ngā moni whiwhi me te pikinga o te nama tāke. I te mea he iti te tipu o ngā kohi moni whiwhi, i te wā e whakaatu ana te minita pūtea a Nirmala Sitharaman i te tahua a te Uniana, i whakamahia e ia te tikanga mawhiti hei tango i te 50-ira pūtake i roto i te nama tāke mō te tau 2019-20, ka eke te whakatau tata kua whakahoutia ki te 3.8% o te GDP.
I te Rāhoroi, i kī te kāwana o te RBI, a Shaktikanta Das, ka pā pai te hekenga o ngā utu hinu ki te pikinga utu. "Ko te pikinga nui e ahu mai ana i te pikinga utu kai, arā, ngā huawhenua me ngā taonga pūmua. Kua paku piki ake te pikinga utu matua nā te whakahoutanga o ngā utu waea," tāna tāpiri.
I raro i te taumahatanga o te hekenga o te rāngai hanga, i heke te putanga wheketere o Īnia i te marama o Tīhema, i te mea i tere ake te pikinga o ngā utu hokohoko mō te ono o ngā marama karapīpiti i te marama o Hānuere, ā, i ara ake ai ngā feaa mō te tukanga whakaora o te ōhanga hou. E ai ki te Tari Tatauranga ā-Motu, ka eke te tipu ōhanga o Īnia ki te iti rawa i roto i ngā tau 11 o te 5% i te tau 2019-20 nā te puhoi o te hiahia mō te kai me te haumi.
I kī a Madan Sabnavis, te tumuaki ōhanga i CARE Ratings, he manaakitanga te hekenga o ngā utu hinu mō Īnia. "Heoi, kāore e taea te whakakore i te pēhanga piki, me te tumanako ka heke ētahi hekenga mai i te Opec me ētahi atu whenua kaweake. Nō reira, me arotahi tātou ki te whakapiki ake i ngā kaweake me te titiro ki te whakamahi i te take o te hekenga o ngā utu hinu, arā, te mate korona, me te pana i ā tātou taonga ki Haina, me te rapu huarahi kē atu i ngā kaiwhakarato kawemai. Waimarie, nā te rere tonu o ngā whakapaipai, kāore te pēhanga ki te rūpia he raruraru," tāna tāpiri.
I te āwangawanga mō te āhuatanga o te tono hinu, ka nekehia pea e te Opec tana hui i te 5-6 o Poutū-te-rangi, me te tūtohu a tana rōpū hangarau i tētahi tapahi wā poto ki te whakaritenga Opec+.
"Nā te hauora o ngā kawemai hokohoko mai i te Rawhiti, ka nui te pānga ki ngā tauranga ipu pēnei i a JNPT (Jawaharlal Nehru Port Trust), engari ka iti te pānga ki te tauranga o Mundra," te kī a Jagannarayan Padmanabhan, te kaiwhakahaere me te kaiārahi mahi mō te kawe waka me te whakahaere ratonga i Crisil Infrastructure Advisory. "Ko te taha kē, tera pea ka nekehia ētahi o ngā mahi hanga mai i Haina ki Īnia mō te wā poto."
Ahakoa he poto noa te pikinga o ngā utu hinu mata nā te pikinga ake o ngā taupatupatu i waenga i te US me Iran, kua puta he āhuatanga o te koretake nā te pakarutanga mai o te mate urutā me te whakahekenga o ngā putanga e ngā whenua OPEC.
"Ahakoa he iti ngā utu hinu, kei te piki haere te utu whakawhiti moni (rūpī ki te tāra), ā, e piki ake ana hoki ngā utu. E pai ana mātou ina tata te rūpī ki te 65-70 ki te tāra. Nā te mea he nui te wāhanga o ā mātou whakapaunga, tae atu ki te wahie rererangi, e utua ana i roto i te tāra, he mea nui te moni tāwāhi ki ā mātou whakapaunga," te kī a tētahi kaiwhakahaere matua i tētahi kamupene rererangi utu iti kei New Delhi, me te kore e whakaingoatia.
He pono, mā te pikinga ake o te tono mō te hinu ka piki ake anō ngā utu, ka piki ake te pikinga utu, ka pā kino hoki ki te tono.
He pānga ā-korekore anō hoki te pikinga o ngā utu hinu mā te pikinga ake o ngā utu whakaputa me te kawe waka, ā, ka piki ake te pikinga o te pikinga kai. Mā te whakaiti i te takoha excise ki te penehīni me te tīhiera ka aukati i te kohikohinga moni whiwhi.
Ravindra Sonavane, Kalpana Pathak, Asit Ranjan Mishra, Shreya Nandi, Rhik Kundu, Navadha Pandey me Gireesh Chandra Prasad i whai waahi ki tenei korero.
Kua ohauru koe ki ā mātou pānui. Mēnā kāore e kitea e koe tētahi īmēra mai i tō mātou taha, tirohia te kōpaki pāme.
Wā tuku: 28 Paenga-whāwhā 2021