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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.

Uniform Before Faith

The Supreme Court’s ruling on an officer’s dismissal affirms a hard truth about military service in a plural republic.

The recent dismissal of Lieutenant Samuel Kamalesan from the Indian Army has become a minor culture war in uniform. The case has been framed by its critics as a test of India’s secular soul, and by its defenders as a necessary assertion of military discipline. The question at the heart of this affair is how far can personal conscience travel inside an institution built on command, cohesion and unquestioning obedience?


Lt Kamalesan, a Protestant Christian, was dismissed after refusing to participate in his regiment’s mandatory religious observances popularly known as mandir parades, despite repeated counselling by his commanding officer and even by a pastor. He objected on grounds of conscience, declining to enter the unit’s temple or gurdwara during prescribed parades. The Supreme Court last month upheld his dismissal, endorsing the Army’s view that his refusal constituted “the grossest kind of indiscipline” and rendered him unfit for leadership.


The bench, led by the Chief Justice, ruled that where personal religious freedom collides with the imperatives of discipline and cohesion in the armed forces, the latter must prevail. The backlash was swift and predictable. Civil liberties groups and sections of minority advocacy networks accused the court of subordinating religious freedom to military conformity, of setting a harsh precedent for conscience-based dissent and of sending an unflattering signal about India’s commitment to secularism. Some argued that the punishment, which is dismissal without pension, was disproportionate to the offence, especially given the lieutenant’s otherwise unblemished service record. Others warned that the ruling would deepen anxieties among Christian communities already facing legal and social pressures.


But to see this case purely through the lens of religious identity is to misunderstand both the nature of military institutions and the Constitution that governs them.


Larger Purpose

India’s armed forces are not secular in the abstract, civilian sense. They are instead resolutely religion-neutral in purpose, but deeply ceremonial in form. Regimental traditions, many dating back to colonial times, blend faith, folklore and martial ritual in ways that often confound civilian categories. A mandir parade is less about theology than about collective rhythm: the same event may involve a havan in one unit, a path in another, or namaz before a major operation. These observances are not private acts of worship but public expressions of unit identity which are meant to steel morale, cultivate shared resolve and remind soldiers – who live with death as a routine occupational risk - that they are part of something larger than themselves.


Such practices are ubiquitous, institutionalised and well known. It strains credulity to suggest that an officer could pass through the arduous selection boards, months of military training and regimental induction without understanding this basic feature of Army life. Military service is not bonded labour. It is a voluntary submission to a strict code in which the space for individual exception is tightly constrained. To sign up is, in effect, to agree that the uniform will sometimes eclipse the self.


That is precisely what the Supreme Court affirmed. Its ruling was not a commentary on Christianity, Hinduism or any other faith, but on the hierarchy of obligations within the military. An officer leads by example, the court observed; selective participation in regimental life erodes authority in the eyes of subordinates. To permit individual opt-outs in matters that bind the unit together tantamounts to institutional corrosion.


Constitutional Exception

The constitutional architecture supports this view. Article 25 guarantees freedom of conscience and the right freely to profess, practise and propagate religion. But Article 33 explicitly empowers Parliament to modify these rights for members of the armed forces to ensure discipline and the proper discharge of duties. This is a recognition that the military is a constitutional exception.


Critics who portray the verdict as an assault on minority rights overlook a symmetrical truth: had a Hindu or Muslim officer refused to attend a church service forming part of a regimental observance, the outcome would almost certainly have been the same. What matters is not which faith is invoked, but whether the chain of command is obeyed.


The deeper danger lies not in the court’s ruling, but in the politicisation of the case that has followed. By casting a question of discipline as a drama of ‘religious persecution,’ the activists are importing the vocabulary of identity conflict into one of the few institutions that still operates on non-partisan and non-sectarian lines. The Indian Army’s legitimacy rests not on ideological consensus but on professional trust: Hindu, Muslim, Christian, Sikh and atheist fight and die under the same flag, subject to the same drill, the same risks and the same orders. To fracture that compact by sowing suspicion about institutional bias is to play with national security as a rhetorical prop.


The critics’ most emotive claim that the judgment hollows out Indian secularism rests on a fragile foundation. Indian secularism has never meant the strict exclusion of religion from public institutions; it has meant equal recognition and principled distance. The Army’s multi-faith ethos, in which different units observe different religious traditions without elevating one as the state faith, arguably embodies this model more faithfully than many civilian spaces do today.


India’s critics would do well to remember that the uniform is designed to erase, not amplify, the distinctions that animate civilian politics. Its promise is not of personal affirmation, but of collective purpose. The Supreme Court’s ruling, stripped of its ideological adornments, is a blunt reaffirmation of that principle.


(The author is a retired naval aviation officer and a defence and geopolitical analyst. Views personal.)


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