Ngaphansi kwesizinda sokwehla kwengcindezi yomnotho womhlaba kanye nokwehla kwesitokwe, imboni yamakhemikhali yomhlaba wonke ngo-2023 ihlangabezane novivinyo lokuchuma okuphelele, futhi isidingo semikhiqizo yamakhemikhali ngokuvamile sehlulekile ukuhlangabezana nokulindelwe.
Imboni yamakhemikhali yaseYurophu idonsa kanzima ngaphansi kwengcindezi ekabili yezindleko nesidingo, futhi ukukhiqizwa kwayo kuphonselwa inselelo enkulu yizinkinga zesakhiwo.Kusukela ekuqaleni kuka-2022, ukukhiqizwa kwamakhemikhali e-EU27 kubonise ukwehla okuqhubekayo kwenyanga nenyanga.Nakuba lokhu kwehla kwehle engxenyeni yesibili yonyaka wezi-2023, ngenxa yokululama okuncane okulandelanayo ekukhiqizeni, umgwaqo wokusimama kwemboni yamakhemikhali yalesi sifunda usagcwele izithiyo.Lokhu kufaka phakathi ukukhula kwesidingo esibuthakathaka, amanani entengo aphezulu amandla esifunda (amanani egesi yemvelo asacishe abe ngama-50% ngaphezu kwamazinga ka-2021), kanye nengcindezi eqhubekayo ezindlekweni zesitoko.Ukwengeza, kulandela izinselelo zochungechunge lokuhlinzekwa kwempahla ezidalwa wudaba loLwandle Olubomvu mhla zingama-23 kuZibandlela wonyaka odlule, isimo samanje sezepolotiki eMpumalanga Ephakathi simapeketwane, okungase kube nomthelela ekuvuseleleni kabusha imboni yamakhemikhali yomhlaba wonke.
Yize izinkampani zamakhemikhali zomhlaba zinethemba elikhulu mayelana nokusimama kwemakethe ngo-2024, isikhathi esiqondile sokululama asikakacaci.Izinkampani ze-agrochemical ziyaqhubeka nokuqapha mayelana nezimpahla ezijwayelekile zomhlaba wonke, okuzoba yingcindezi iningi lika-2024.
Imakethe yamakhemikhali yaseNdiya ikhula ngokushesha
Imakethe yamakhemikhali yaseNdiya ikhula kakhulu.Ngokohlaziyo lwe-Manufacturing Today, imakethe yamakhemikhali yase-India kulindeleke ukuthi ikhule ngezinga lokukhula elihlanganisiwe lonyaka lika-2.71% eminyakeni emihlanu ezayo, kanti imali isiyonke kulindeleke ukuthi ikhuphuke iye ku-$143.3 billion.Ngaso leso sikhathi, inani lezinkampani kulindeleke ukuthi likhuphuke lifinyelele ku-15,730 ngo-2024, liphinde liqinise isikhundla esibalulekile saseNdiya embonini yamakhemikhali yomhlaba wonke.Ngokukhula kokutshalwa kwezimali kwasekhaya nokwamanye amazwe kanye nokwanda komthamo wokusungula embonini, imboni yamakhemikhali yase-India kulindeleke ukuthi ibambe iqhaza elibaluleke kakhulu emhlabeni jikelele.
Imboni yamakhemikhali yaseNdiya ibonise ukusebenza okuqinile komnotho omkhulu.Ukuma okuvulekile kukahulumeni waseNdiya, okuhambisana nokusungulwa kwendlela yokugunyaza okuzenzakalelayo, kuye kwathuthukisa ukuzethemba kwabatshalizimali futhi kwafaka umfutho omusha ekuchumeni okuqhubekayo kwemboni yamakhemikhali.Phakathi kuka-2000 no-2023, imboni yamakhemikhali yase-India ihehe ukutshalwa kwezimali okuqondile kwamanye amazwe (i-FDI) okuqongelelekayo kwamaRandi ayizigidi eziyizinkulungwane ezingama-21.7, okuhlanganisa nokutshalwa kwezimali kwamasu okwenziwa izikhondlakhondla zamakhemikhali zamazwe ngamazwe njenge-BASF, i-Covestro ne-Saudi Aramco.
Izinga lokukhula lonyaka elihlanganisiwe lomkhakha wezolimo waseNdiya lizofinyelela ku-9% ukusuka ngo-2025 kuya ku-2028.
Eminyakeni yamuva nje, imakethe yezolimo kanye nezimboni zase-India zasheshisa intuthuko, uhulumeni wase-India ubheka imboni yezolimo namakhemikhali njengenye yezimboni “ezingu-12 ezinamandla amakhulu obuholi bomhlaba wonke e-India”, futhi ugqugquzela ngentshiseko i-“Make in India” ukuze kube lula ukulawula imboni yezibulala-zinambuzane, kuqinise ukwakhiwa kwengqalasizinda, futhi kulwele ukukhuthaza i-India ukuthi ibe isikhungo somhlaba wonke sokukhiqiza amakhemikhali kanye nokuthekelisa kwamanye amazwe.
Ngokusho koMnyango Wezohwebo WaseNdiya, ukuthunyelwa kwe-India kwamakhemikhali ezolimo ngo-2022 kwakungama-dollar ayizigidi eziyizinkulungwane ezingama-5.5, kudlula i-United States (amaRandi ayizigidi eziyizinkulungwane ezingama-5.4) ukuze ibe umthengisi wesibili ngobukhulu emhlabeni wamakhemikhali ezolimo.
Ngaphezu kwalokho, umbiko wakamuva ovela kwa-Rubix Data Sciences ubikezela ukuthi imboni yamakhemikhali ezolimo yase-India kulindeleke ukuthi ikhule ngokuphawulekayo phakathi neminyaka yezimali ka-2025 kuya ku-2028, ngezinga lokukhula elihlanganisiwe lonyaka elingu-9%.Lokhu kukhula kuzoqhuba usayizi wemakethe yemboni kusukela ku-$10.3 billion yamanje kuya ku-$14.5 billion.
Phakathi kuka-FY2019 no-2023, ukuthunyelwa kwe-agrochemical yase-India kukhule ngezinga lokukhula elihlanganisiwe lonyaka elingu-14% lafinyelela ku-$5.4 billion ngo-FY2023.Ngaleso sikhathi, ukukhula kokungenisa ezweni kuye kwehlisiwe, kukhula ku-CAGR yamaphesenti ayi-6 kuphela ngesikhathi esifanayo.Ukuqoqwa kwezimakethe ezinkulu zase-India zokuthekelisa amakhemikhali ezolimo kukhule kakhulu eminyakeni yamuva nje, njengoba amazwe amahlanu aphezulu (i-Brazil, i-USA, iVietnam, i-China kanye ne-Japan) enza cishe u-65% wempahla ethunyelwa ngaphandle, okuwukukhuphuka okuphawulekayo kusuka ku-48% ngo-FY2019.Ukuthunyelwa kwemithi yokubulala ukhula, okuyingxenye ebalulekile yamakhemikhali ezolimo, kukhule ku-CAGR ka-23% phakathi kuka-FY2019 no-2023, okwandisa isabelo sazo sengqikithi yamakhemikhali e-agrochemicals e-India athunyelwa ngaphandle isuka ku-31% yaya ku-41%.
Ngenxa yomthelela omuhle wokulungiswa kwempahla kanye nokwenyuka kokukhiqizwa, izinkampani zamakhemikhali zaseNdiya kulindeleke ukuthi zibone ukwanda kokuthunyelwa kwempahla kwamanye amazwe.Kodwa-ke, lokhu kukhula kungahle kuhlale kungaphansi kwezinga lokusimama okulindeleke ku-2025 wezimali ngemuva kokwehla komnotho okwenzeka ku-2024. Uma ukusimama komnotho wase-Europe kuqhubeka kuhamba kancane noma ukuguquguquka, umbono wokuthekelisa wezinkampani zamakhemikhali zase-India ngo-FY2025 nakanjani bhekana nezinselele.Ukulahlekelwa umkhawulo wokuncintisana embonini yamakhemikhali ye-EU kanye nokwanda okujwayelekile kokuzethemba phakathi kwezinkampani zaseNdiya kungase kunikeze ithuba imboni yamakhemikhali yaseNdiya ukuthi ithathe isikhundla esingcono emakethe yomhlaba.
Isikhathi sokuthumela: Jun-14-2024