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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.

When the Sky Loses Its Sense

As GPS spoofing spreads across the world’s airspace, aviation must learn to navigate without its most trusted guide.

The Global Positioning System (GPS), the workhorse of global navigation, was never built for a world where invisible enemies could quietly seize its signals. Yet that is precisely the world aviation now inhabits. In recent months, pilots approaching Delhi’s airport have reported troubling anomalies wherein aircraft veer off expected tracks, instruments disagree with visual cues and clocks have drifted inexplicably. These fingerprints of GPS spoofing, which is the broadcasting of counterfeit satellite signals designed to mislead receivers into calculating false positions, have rapidly matured into a disruptive, strategic tool.


For aviation, which depends on satellite navigation for everything from approach paths to cockpit chronometers, spoofing represents a direct threat to safety. The challenge is not unique to India: routes over the Black Sea, the eastern Mediterranean and parts of West Asia have recorded hundreds of such incidents in the past two years. (One Lufthansa pilot memorably put it as “navigating through ghosts.”)


The question confronting regulators and airlines is no longer whether spoofing will occur, but how to operate safely despite it. The answer lies in a layered approach combining old-fashioned seamanship with new technologies and stronger international coordination.


Rediscovering Basics

Aviation has long relied on redundancy. Yet decades of increasing faith in satellite navigation have dulled some of these instincts. The first line of defence is therefore operational.


Pilots, for instance, must be trained to recognise the subtle clues of spoofing. Sudden, unexplained course deviations, erratic groundspeed readings or clocks that jump without cause often precede more serious navigational drift. Airlines in Europe and the United States have begun adding scenario-based exercises to their simulators in which crews encounter deceptive GPS inputs and must diagnose and recover using independent cues. Such training, still patchy in India, deserves rapid expansion by the Directorate General of Civil Aviation (DGCA).


Once a problem is detected, crews should be able to revert swiftly to conventional navigation. Ground-based aids such as VORs and DMEs remain a vital fallback. Regulators like the FAA and EASA have insisted on maintaining a ‘Minimum Operational Network’ of these systems. India, whose rapid modernisation has sometimes overshadowed the need for such backups, should reaffirm their importance and ensure pilots remain proficient in using them.


Cross-checking is equally essential. Inertial navigation systems, which rely on gyroscopes and accelerometers rather than external signals, provide a stable reference against which questionable GPS data can be assessed. Even simple handheld GPS devices, not integrated into the aircraft’s systems, offer an independent sanity check. Airlines are increasingly codifying such practices into their standard operating procedures, including guidance for deselecting GPS inputs to the flight-management system or temporarily inhibiting terrain-warning systems that may be triggered by false positional data.


Just as crucial is prompt reporting. Regulators in Europe now require that incidents of interference be reported within minutes, enabling real-time pattern recognition and threat mapping. India should adopt equally stringent timelines.


Technological Pushback

Operational vigilance buys time, but technology must do the heavy lifting. Over the past few years avionics manufacturers have accelerated efforts to harden receivers against deception.


The first wave involves multi-constellation, dual-frequency receivers devices capable of drawing signals not only from the American GPS network but from Europe’s Galileo, Russia’s GLONASS and others. Spoofing all of them at once demands formidable resources.


More promising are smart antennas known as Controlled Reception Pattern Antennas (CRPAs). These can sense the direction from which signals arrive and reject those originating from suspicious angles, such as a transmitter on the ground. Equipped with multiple elements, they create electronic ‘nulls’ that effectively silence spoofed signals. Military aircraft have used variants of these for years; commercial adoption is now gathering pace.


Signal authentication marks another frontier. Galileo’s Open Service Navigation Message Authentication, for instance, embeds cryptographic signatures into civilian signals. Though not yet universally adopted in aviation-grade receivers, it offers a glimpse of a future where spoofed signals can be automatically rejected for lacking the correct digital stamp.


Hybrid navigation systems go further by blending inputs from GPS, inertial sensors and DME triangulation. When discrepancies emerge between these sources, the system can downgrade or ignore suspect data and shift to alternative modes autonomously.


Even software updates can help. Firms such as Honeywell and Collins Aerospace have begun releasing patches that improve spoofing tolerance for existing avionics. Indian manufacturers would do well to invest in similar capabilities.


Longer-term alternatives to GNSS are also re-entering the conversation. Low-Earth-orbit satellite networks, which broadcast stronger signals, are being explored as supplementary navigation sources. Stellar navigation, once the domain of ancient mariners, is undergoing a digital renaissance. Some researchers are even experimenting with magnetic anomaly navigation, using Earth’s magnetic field as a global map. None of these will replace GPS soon, but each reduces over-reliance on a single vulnerable system.


Spoofing is a geopolitical problem. Jamming and spoofing devices, once hard to acquire, are now sold online. Their misuse near conflict zones has created vast ‘black holes’ in previously reliable air routes.


Information sharing between airlines, air-navigation service providers and regulators must become routine. International bodies such as IATA, EASA and ICAO have begun pushing for a unified framework for reporting and analysing interference. Eurocontrol’s EVAIR database already compiles such events across Europe; IATA’s Flight Data Exchange broadens the reach. India should not only contribute actively but adopt parallel domestic mechanisms under DGCA oversight.


Countries must tighten controls on the sale, import and use of jamming and spoofing devices. Criminal penalties should reflect the seriousness of the risk posed to commercial aviation. India, which has yet to articulate a comprehensive legal regime on this front, ought to act swiftly.


NOTAMs (Notices to Airmen) remain a blunt but essential tool. They warn pilots of known hotspots of interference. Their reliability is uneven and their proliferation risks desensitising crews, but until more dynamic systems emerge, they remain a necessary buffer.


The uncomfortable truth is that GPS spoofing is unlikely to disappear. As with many asymmetric threats, it favours the attacker. But aviation has faced such challenges before. The shift from radio beacons to satellite navigation transformed flying. The next shift toward resilient, multi-layered navigation will be no less profound.


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


1 Comment


Vilas Pandit
Vilas Pandit
Nov 24, 2025

Good article which explains cautions and counter measures against GPS spoofing.

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