Phantsi kwengcinezelo yokuhla koqoqosho lwehlabathi kunye nokususwa kweempahla, ishishini leekhemikhali lehlabathi ngo-2023 lihlangabezane novavanyo lwempumelelo iyonke, kwaye imfuno yeemveliso zeekhemikhali ngokubanzi ayikwazanga ukuhlangabezana nolindelo.
Ishishini leekhemikhali laseYurophu lijongene noxinzelelo oluphindwe kabini lweendleko kunye nemfuno, kwaye imveliso yalo ijongene nobunzima obukhulu ngenxa yemiba yesakhiwo. Ukusukela ekuqaleni kuka-2022, imveliso yeekhemikhali kwi-EU27 ibonakalise ukwehla okuqhubekayo inyanga nenyanga. Nangona oku kwehla kwehle kwisiqingatha sesibini sika-2023, kunye nokubuyela okuncinci ngokulandelelana kwemveliso, indlela yokubuyela kwimeko yesiqhelo kwishishini leekhemikhali lommandla isagcwele imiqobo. Oku kuquka ukukhula kwemfuno ebuthathaka, amaxabiso aphezulu amandla engingqi (amaxabiso egesi yendalo asemalunga nama-50% ngaphezulu kwamanqanaba ka-2021), kunye noxinzelelo oluqhubekayo kwiindleko zokutya. Ukongeza, emva kwemingeni yokubonelela ngeenkonzo ebangelwe yingxaki yoLwandle oluBomvu ngoDisemba 23 kunyaka ophelileyo, imeko yangoku yezopolitiko kuMbindi Mpuma ikwisiphithiphithi, enokuba nefuthe ekubuyeleni kwimeko yesiqhelo kwishishini leekhemikhali lehlabathi.
Nangona iinkampani zeekhemikhali zehlabathi zinethemba ngononophelo malunga nokubuyela kwimarike ngo-2024, ixesha elichanekileyo lokubuyela kwimarike alikacaci. Iinkampani ze-agrochemical ziyaqhubeka nokuqaphela malunga neempahla ze-generic zehlabathi, eziya kuba luxinzelelo uninzi lwango-2024.
Imarike yeekhemikhali yaseIndiya ikhula ngokukhawuleza
Imarike yeekhemikhali zaseIndiya ikhula ngamandla. Ngokutsho kohlalutyo lweManufacturing Today, imarike yeekhemikhali zaseIndiya kulindeleke ukuba ikhule ngesantya sokukhula sonyaka esidibeneyo se-2.71% kwiminyaka emihlanu ezayo, kwaye ingeniso iyonke kulindeleke ukuba inyuke iye kwi-$143.3 yeebhiliyoni. Kwangaxeshanye, inani leenkampani kulindeleke ukuba linyuke liye kwi-15,730 ngo-2024, nto leyo eqinisa isikhundla esibalulekileyo seIndiya kushishino lweekhemikhali zehlabathi. Ngokwanda kotyalo-mali lwasekhaya nolwangaphandle kunye nokwanda kwamandla okuvelisa izinto ezintsha kushishino, imboni yeekhemikhali yaseIndiya kulindeleke ukuba idlale indima ebaluleke ngakumbi kwinqanaba lehlabathi.
Ishishini leekhemikhali laseIndiya libonakalise ukusebenza kakuhle kwezoqoqosho. Ukuma okuvulekileyo kukarhulumente waseIndiya, kunye nokusekwa kwendlela yokuvuma ngokuzenzekelayo, kunyuse ngakumbi ukuzithemba kwabatyali-mali kwaye kwafaka amandla amatsha ekuqhubekeni kwempumelelo yeshishini leekhemikhali. Phakathi kowama-2000 nowama-2023, ishishini leekhemikhali laseIndiya litsale utyalo-mali oluqokelelweyo lwangaphandle (i-FDI) oluyi-$21.7 yeebhiliyoni, kuquka utyalo-mali olucwangcisiweyo oluvela kwiinkampani ezinkulu zeekhemikhali zamazwe ngamazwe ezifana neBASF, iCovestro kunye neSaudi Aramco.
Izinga lokukhula konyaka elihlanganisiweyo kwishishini le-agrochemical laseIndiya liza kufikelela kwi-9% ukusuka ngo-2025 ukuya ku-2028
Kwiminyaka yakutshanje, imakethi yezolimo zaseIndiya kunye nomzi-mveliso zikhawulezise uphuhliso, urhulumente waseIndiya ujonga umzi-mveliso wezolimo njengenye "yemizi-mveliso eli-12 enokuba nobunkokeli kwihlabathi liphela eIndiya", kwaye ukhuthaza ngenkuthalo i-"Make in India" ukuze kube lula ukulawula umzi-mveliso wezinambuzane, ukuqinisa ukwakhiwa kweziseko zophuhliso, kunye nokuzama ukukhuthaza iIndiya ukuba ibe liziko lemveliso yezolimo kunye nokuthumela kwamanye amazwe.
Ngokutsho kweSebe lezoRhwebo laseIndiya, ukuthunyelwa kwamanye amazwe kweekhemikhali zezolimo eIndiya ngo-2022 bekuyi-$5.5 yeebhiliyoni, kudlula i-United States ($5.4 yeebhiliyoni) ukuze ibe ngumthengisi wesibini ngobukhulu wekhemikhali zezolimo emhlabeni.
Ukongeza, ingxelo yamva nje evela kwiRubix Data Sciences iqikelela ukuba ishishini leekhemikhali zezolimo zaseIndiya kulindeleke ukuba likhule kakhulu ngexesha leminyaka-mali ka-2025 ukuya ku-2028, kunye nesantya sokukhula sonyaka esidibeneyo se-9%. Olu kukhula luya kuqhuba ubungakanani bemarike yeshishini ukusuka kwi-$10.3 yeebhiliyoni yangoku ukuya kwi-$14.5 yeebhiliyoni.
Phakathi kowama-2019 nowama-2023, ukuthunyelwa kwamanye amazwe kwe-agrochemical eIndiya kukhule ngesantya sokukhula sonyaka se-14% ukuya kufikelela kwi-$5.4 yeebhiliyoni kwi-FY2023. Okwangoku, ukukhula kokungeniswa kwamanye amazwe kuye kwehla, kukhula kwi-CAGR ye-6% kuphela kwixesha elifanayo. Uxinzelelo lweemarike eziphambili zokuthunyelwa kwamanye amazwe zaseIndiya zee-agrochemicals lunyuke kakhulu kwiminyaka yakutshanje, kunye namazwe amahlanu aphezulu (iBrazil, i-USA, iVietnam, iTshayina neJapan) amalunga ne-65% yokuthunyelwa kwamanye amazwe, ukunyuka okukhulu ukusuka kwi-48% kwi-FY2019. Ukuthunyelwa kwamanye amazwe kwe-herbicides, icandelo eliphantsi elibalulekileyo le-agrochemicals, kukhule kwi-CAGR ye-23% phakathi kowama-2019 nowama-2023, kwandisa isabelo sabo se-agrochemicals iyonke eIndiya ethunyelwa ngaphandle ukusuka kwi-31% ukuya kwi-41%.
Ngenxa yempembelelo entle yokulungiswa kwezinto ezisetyenzisiweyo kunye nokwanda kwemveliso, iinkampani zeekhemikhali zaseIndiya kulindeleke ukuba zibone ukwanda kokuthunyelwa kwamanye amazwe. Nangona kunjalo, olu kukhula lusenokuhlala lungaphantsi kwenqanaba lokubuyiselwa kwemali elilindelweyo kunyaka-mali ka-2025 emva kokudodobala okubangelwe kunyaka-mali ka-2024. Ukuba ukubuyela kwimeko yesiqhelo koqoqosho lwaseYurophu kuyaqhubeka nokuba kancinci okanye ngokungaguquguqukiyo, imbonakalo yokuthunyelwa kwamanye amazwe kweenkampani zeekhemikhali zaseIndiya kwi-FY2025 ngokuqinisekileyo iya kujongana nemingeni. Ukulahleka komngcipheko wokukhuphisana kwishishini leekhemikhali le-EU kunye nokwanda kokuzithemba ngokubanzi phakathi kweenkampani zaseIndiya kunokubonelela ngethuba kwishishini leekhemikhali laseIndiya ukuba lithathe indawo engcono kwimarike yehlabathi.
Ixesha leposi: Juni-14-2024