अमेरिका-ईरान तनाव बढ़ा, LNG सप्लाई पर असर; कतर पीछे हटा तो शेल ने संभाली कमान

बिज़नेस 12 6 days ago

अमेरिका और ईरान के बीच जारी तनाव थमता नजर नहीं आ रहा है। हालांकि दो हफ्ते का सीजफायर हुआ, लेकिन पाकिस्तान में हुई शांति वार्ता असफल रही, जिससे वैश्विक तनाव एक बार फिर बढ़ गया है।

ईरान युद्ध के चलते होर्मुज स्ट्रेट में रुकावट आने से दुनिया भर में तेल और गैस की सप्लाई प्रभावित हुई है। इसका असर भारत पर भी पड़ा, लेकिन सरकार ने स्थिति को संभालने के लिए तुरंत प्लान-बी लागू कर दिया और वैकल्पिक रूट्स से सप्लाई सुनिश्चित की।

इस बीच, भारत के सबसे बड़े LNG सप्लायर कतर ने संकट के चलते सप्लाई में कटौती कर दी। ऐसे में ग्लोबल एनर्जी कंपनी Shell Plc ने भारत की मदद के लिए आगे आकर LNG सप्लाई बढ़ा दी।

रिपोर्ट के अनुसार, शेल ने फर्टिलाइजर सेक्टर की मांग को पूरा करने के साथ-साथ स्पॉट और टर्म डिमांड का बड़ा हिस्सा हासिल किया। मार्च महीने में भारतीय फर्टिलाइजर कंपनियों की LNG खरीद में शेल सबसे बड़ा सप्लायर बनकर उभरी।

सरकार द्वारा यूरिया उत्पादन के लिए जारी निविदा में भी शेल ने 6 TBU में से 4 TBU की आपूर्ति हासिल की। इसके अलावा शेल इंडिया ने इंडस्ट्रियल यूजर्स और रिटेल सेक्टर को भी गैस की सप्लाई जारी रखी।

गौरतलब है कि भारत अपनी लगभग आधी प्राकृतिक गैस जरूरतों को आयात के जरिए पूरा करता है, जिसका उपयोग फर्टिलाइजर, ऊर्जा उत्पादन, CNG और PNG सप्लाई में किया जाता है।

मिडिल ईस्ट में बढ़ते तनाव और कतर के एनर्जी साइट्स पर हमलों के बाद कतर ने भारत को LNG निर्यात में करीब 40% तक कटौती कर दी थी। ऐसे मुश्किल समय में शेल ने भारत की ऊर्जा जरूरतों को पूरा करने में अहम भूमिका निभाई।

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