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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.

More Than a Streak of Red

The detractors quibbling over the semantics of Operation Sindoor ought to realize that in the streak of sindoor, the Armed Forces find the heartbeat of a nation worth protecting.

These past days, we have all asked quietly, sometimes aloud: are the terrorists truly gone? Has the operation ended? Or is the story still unfolding under the hush of a ceasefire? As a Defense Analyst who speaks actively on many news channels, I know television may run out of airtime, but the questions that linger in the minds of people rarely do. Among the many images that have emerged from this mission, the one that stays with me is not of rifles or ranks, but of sindoor. That thin, red streak was a symbol, a thread back to hope, and a path home.


This symbol carries a meaning deeper than what meets the eye. As an Indian Muslim, I may come from a tradition where our wives do not wear sindoor. But that does not mean I am unfamiliar with its quiet power. We grow up in India immersed in one another’s customs, shaped by an invisible but deeply emotional understanding of symbols that may not be ours by practice, but are certainly ours by heart. That red streak tucked into the parting of a woman’s hair is more than ornament. It is memory. It is identity. It is a sacred bond, a silent contract that says someone is waiting, someone is hoping, someone is loved. And in times like these, that small sign speaks louder than any words.


I wasn’t there in Pahalgam on April 22 when the dastardly, cowardly terrorist attack took place, or in uniform when Operation Sindoor unfolded. But I have worn the olive green with great pride. I’ve stood in places where silence is thick with meaning, and the smallest symbols speak volumes. In such moments, that streak of sindoor tells us all we need to know—who we are fighting for, and who must be brought home. These are the moments that reveal the heart behind the mission.


India has always placed faith in its women, not just in name, but in action. From Colonel Sofiya Qureshi of the Indian Army to Wing Commander Vyomika Singh of the Indian Air Force, Lt Cdr Dilna K, Lt Cdr Roopa A who of the Indian Navy who crossed Point Nemo, the remotest location on earth. Women have been the face of competence and resilience. They lead with capability and command with strength, and not for show or symbolism. Some wear sindoor too, proving that leadership and love, duty and devotion, can go hand in hand.


Operation Sindoor was not just a name. It was a coded but profound promise. A silent assurance that when India reaches out to protect her people, she does so with both courage and compassion.


Almost two decades ago, I was chosen to come to Delhi from Nagaland to lead the Assam Rifles marching contingent for the prestigious Republic Day Parade in 2008. I had strongly advocated for a full women’s contingent to be featured, voicing this vision from the Army Chief’s residence, speaking from a stage literally built on a treetop, where the top brass of the country sat, from the President to the Prime Minister. At that time, it felt like a distant dream. But when it finally happened—and it was the Assam Rifles that led the way—I watched them march down Rajpath (as it was then called) with precision and pride, and it felt a promise fulfilled. That moment wasn’t about ceremony but about legacy. And legacy is not built overnight, but quietly, echoing across generations.


That same legacy lives in the sindoor that many may dismiss as mere tradition. When a woman applies that red streak, she is not submitting; she is committing. It is not about ritual but about responsibility. And when that mark became part of a mission’s name, it reminded us that symbols matter. Emotions matter. These are the unseen threads that tie us to each other, and to our shared purpose.


In uncertain times, headlines may confuse, ceasefires may raise questions and silence may feel hollow. But the sindoor remains. It remains as a sign of love, of hope, of enduring faith. And as long as it does, so does our duty to protect that faith, to honour that love, and to remember who we serve. Mission Sindoor is not over. It lives on in every act of courage, every quiet prayer, every heartbeat that dares to hope. Because sometimes, the red on a soldier’s chest is called courage. And sometimes, the red on a woman’s forehead is called faith. And in both, our nation finds its reflection.


Nation first. Always, and every time. The emotions of a nation must be carried together. Jai Hind.


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

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