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By:

Akhilesh Sinha

25 June 2025 at 2:53:54 pm

Nadda's strategic meet signals urgency for chemical sector

New Delhi: As war simmers across the volatile landscape of West Asia, whether in the form of a direct confrontation between Israel, United States and Iran, or through Iran's hybrid warfare involving groups like Hezbollah and the Houthis, the tremors are no longer confined to the region's borders. They are coursing through the arteries of the global economy. India's chemicals and petrochemicals sector, heavily dependent on this region for critical raw materials, finds itself among the earliest...

Nadda's strategic meet signals urgency for chemical sector

New Delhi: As war simmers across the volatile landscape of West Asia, whether in the form of a direct confrontation between Israel, United States and Iran, or through Iran's hybrid warfare involving groups like Hezbollah and the Houthis, the tremors are no longer confined to the region's borders. They are coursing through the arteries of the global economy. India's chemicals and petrochemicals sector, heavily dependent on this region for critical raw materials, finds itself among the earliest and hardest hit by this geopolitical turbulence. It is in this backdrop that the recent meeting convened by Union Minister for Chemicals and Fertilisers J. P. Nadda at Kartavya Bhavan must be seen not as a routine consultation, but as a signal of strategic urgency. India's ambition to scale this sector from its current valuation of $220 billion to $1 trillion by 2040, and further to $1.5 trillion by 2047, will remain aspirational unless the country confronts its structural vulnerabilities with clarity and resolve. India today ranks as the world's sixth-largest producer of chemicals and the third-largest in Asia. The sector contributes 6-7 percent to GDP and underpins a wide spectrum of industries, from agriculture and pharmaceuticals to automobiles, construction, and electronics. It would be no exaggeration to call it the backbone of modern industrial India. Yet, embedded within this strength is a paradox. India's share in the global chemical value chain (GVC) stands at a modest 3.5 percent. A trade deficit of $31 billion in 2023 underscores a deeper issue: while India produces at scale, it remains marginal in high-value segments. This imbalance becomes starkly visible when disruptions in West Asia choke the supply of key feedstocks, shaking the very foundations of domestic industry. Supply Disruption The current crisis has laid this fragility bare. Disruptions in the supply of LNG, LPG, and sulfur have led to production cuts of 30-50 percent in several segments. With nearly 65 percent of sulfur imports sourced from the Middle East, the ripple effects have extended beyond chemicals to fertilisers, plastics, textiles, and other downstream industries. Strategic chokepoints such as the Strait of Hormuz have witnessed disruptions, pushing shipping costs up by 20-30 percent and adding further strain to cost structures. This is precisely where Nadda's emphasis on supply chain diversification and resilience appears prescient. In today's world, self-reliance cannot mean isolation; it must translate into strategic flexibility. While India imports crude oil from as many as 41 countries, several critical inputs for the chemical industry remain concentrated in a handful of sources, arguably the sector's most significant vulnerability. Opportunity Ahead A recent report by NITI Aayog outlines a pathway to convert this vulnerability into opportunity. It envisions raising India's GVC share to 5-6 percent by 2030 and to 12 percent by 2040. If achieved, the sector could not only reach the $1 trillion mark but also generate over 700,000 jobs. However, this transformation will demand more than policy intent, it will require sustained investment and disciplined execution. The most pressing challenge lies in research and innovation. India currently spends just 0.7 percent of industry revenue on R&D, compared to a global average of 2.3 percent. This gap explains why the country remains largely confined to basic chemicals, even as the world moves toward specialty and high-value products. Bridging this divide is essential if India is to climb the value chain. Equally constraining is the fragmented nature of the industry. Dominated by MSMEs with limited access to capital and technology, the sector struggles to compete globally. Cluster-based development models offer a pragmatic way forward, such as PCPIRs and the proposed chemical parks.

An Open Letter to Bollywood celebrities, cricketing icons and social media influencers

When two nations clash, it is not just armies that go to war but entire nation that rises together.

Jai Hind! Today, I write to you not as a critic, nor as a cynic—not even as a disappointed fan—but as someone who has lived to be a so-called hero in reel life and in real life as well. One in olive green, where orders are followed without question and sacrifice is routine. The other under studio lights, where scripts replace strategy and stories stir the soul. My journey, from battlefields to film sets, has shaped me into a storyteller, a voice that speaks today not just from experience, but also for a purpose and cause as an international TEDx speaker.


I am Major (Dr.) Mohommed Ali Shah (Veteran). I have commanded troops as a Major in the Indian Army, and I have performed on screen in National award-winning films like ‘Haider’, ‘BajrangiBhaijaan’, ‘The Tashkent Files’,’ ‘Agent Vinod’ and many more. My heart has always stood at this strange, beautiful intersection between the real and the reel, between uniformed action and cinematic expression.


It is from that very space that I write to you today, with both understanding and anguish.


Operation Sindoor was not just a military triumph but a moment steeped in symbolism. Even the name was chosen with cinematic flair and reverence. Sindoor—evoking images of sacrifice, soil, blood and valour. It could easily be the title of a powerful film. And yet, what followed has been disheartening silence from those who have long worn the uniform on screen and draped the tricolor in their reels. The film fraternity, the cricketing heroes, the influencers—those whose voices echo far and wide—have not spoken a word as yet and it is very disheartening to say the least.


We’ve seen the outpouring of support when a film trailer is launched, or when a cricketer scores a century. We’ve seen hashtags trend for birthdays and box office milestones. So why does a real victory—Operation Sindoor—go unnoticed by you so called stars & celebrities ?


Yes, there have been a couple of murmurs, a stray comment here, a passing tweet there. A few individuals, almost cautiously, have begun to say something. But where is the thunderous, united voice? Where is that collective heartbeat of the industry that roars when a film releases or when an award is won? What we’re hearing right now feels like whispers in a storm, barely audible and quickly forgotten. We’re not asking for slogans. We’re not asking for parades. Just one powerful, unmissable voice that tells every soldier returning home: You are seen. You are celebrated. You are our country’s real heroes.


And here’s what hurts a little more. Right now, when the wounds are fresh, when our jawans are still returning from the line of fire, there is silence. But give it a few months, and someone somewhere in the industry will write a gripping script. A stellar cast will be signed. The promotional drums will beat, and the box office will roar. It’ll be called Sindoor: ‘The Untold Story’ or something equally poetic. And suddenly, everyone will remember.


But that’s not fair, is it? To ignore the sentiment now, and cash in on it later. Patriotism isn’t a plot device; it is pulse. And it deserves presence in real time, not just posthumous applause.


I say this not with bitterness, but with a quiet ache. Because I know how closely our worlds are tied. The soldier and the storyteller. The player and the patriot. The screen and the sky.


Not long ago, I wrote an open letter addressed to terrorists, challenging them with nothing but words, courage, and conviction. That letter went viral. Why? Because I spoke of Hindu-Muslim unity. Because I spoke not from a political platform, but from the heart of a soldier - who loves his country-whole and undivided. I was trending in brainless Pakistani media as a villain for calling out their propaganda & misinformation. However, if I was viral there as a villain, I certainly take it as a compliment. I’m trying, in my own small way, to bring sanity where there is noise, and hope where there is fear.


But I am just a Major, not a General. I am a passionate artist, not a celebrated star. My voice is small, and yet I try to make it count. I do not have millions hanging on to each word, but you do. And that’s exactly why your silence resounds so deeply.


I have had the honour of safeguarding our National frontiers in the difficult terrains of J&K & the North East part of India. I along with my brave colleagues have risked our lives on several occasions so that you all are safe & peaceful. We have lived at the border in bunkers barely a few meters away from the Pakistani post, where grenades were thrown at us with a frequency one never forgets. In those bunkers, we didn’t sleep but waited. For the next grenade. For the next breath. For dawn. We learnt to embrace uncertainty, to celebrate survival, and to carry on without applause and yes we did give a befitting reply to the enemy.


I have witnessed life and death not through the lens of a camera, but through the fog of war. I have invaded terrorist hideouts not only on screen but in actual counter-insurgency operations. That is not fiction. That is my memory.


And yet, I’ve also stood on a film set, correcting an actor’s insignia out of reflex—not because I was acting, but because I had worn the original with pride and responsibility. That’s how blurred the lines are for someone like me. And that’s why I feel this silence so deeply.


To our respected icons like Amitabh Bachchan, Shah Rukh Khan, Akshay Kumar, M.S. Dhoni, Virat Kohli, Ranveer Singh, and Deepika Padukone—you have inspired millions with your talent, skill and charm. You’ve united this country in stadiums and cinemas alike. Your voice, even in a whisper, has the power to move a nation.


If Pakistani actors could find the courage to post messages praising their army, despite the consequences they may face, then what is stopping us—citizens of a free and proud nation—from standing by our own? Yes, you might lose a little bit of your fan following from Pakistan, whose relationship is not good with our country, however, you will definitely win more love of millions of Indians who already adore you.


So all I ask from you with an open heart: will you speak up when real-life heroes return from real-life missions after putting their life in danger for you ?


This is not a boycott call. This is not outrage. This is an invitation to remember that your influence reaches hearts the way even battle cries sometimes cannot. A post. A word. A gesture of respect can go a long way in reminding the soldier that his courage is not invisible, not unacknowledged.


You do not have to raise slogans. You just have to raise awareness.


(The writer is an army veteran. Views personal.)

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