Your paracetamol is 100 percent petrochemical. Phenol from the cumene process, converted to p-aminophenol, acetylated to the tablet in your bathroom cabinet. Your ibuprofen is 100 percent petrochemical. Isobutylbenzene and propionic acid derivatives. Your metformin, the most prescribed diabetes drug on Earth, is 80 to 90 percent petrochemical. Dicyandiamide from natural gas derivatives.
The naphtha that makes these drugs transits the Strait of Hormuz. The strait is mined, uninsured, and unescorted.
The war just reached the medicine cabinet. Nobody is covering this.
Ninety-nine percent of pharmaceutical feedstocks and reagents are petrochemical-derived according to the American Gas Association. Not 50 percent. Not 70. Ninety-nine. The pills are made of oil. The same oil the same strait carries. The same naphtha that becomes polyethylene for a bread bag becomes phenol for a paracetamol tablet. When the petrochemical cracker shuts, both products vanish.
The crackers are shutting. Chandra Asri declared force majeure on March 3rd. Yeochun NCC on March 4th. PCS Singapore on March 5. CNOOC-Shell Huizhou is planning shutdown of its 1.2-million-tonne facility. These are not contained within the plastics industry. They cascade into pharmaceuticals because the feedstocks are identical.
India is the pressure point. Twenty percent of the world’s generic drugs. Forty percent of US generic demand. And India’s methanol supply, a key solvent in API manufacturing, has 87.7 percent exposure to the Hormuz corridor. The Indian government has prioritised household LPG over industrial petrochemical feedstock, starving downstream pharmaceutical supply chains of the naphtha derivatives they need. Indian pharma companies hold three to six months of finished product stock. The buffer exists. It is depleting at an accelerating rate as raw material pipelines empty.
The Serum Institute of India, the world’s largest vaccine manufacturer supplying 40 to 50 percent of global doses in key categories, runs on the same petrochemical chain. mRNA vaccines require petrochemical-derived lipid nanoparticles and solvents. Traditional vaccines use petrochemical intermediates for adjuvants and stabilisers. Every vial is plastic. Every syringe is plastic. Every cold-chain packaging film is plastic. The force majeures that shut the crackers are not just a packaging story. They are a vaccine story.
The developing world’s access to affordable antibiotics, diabetes medication, cardiovascular drugs, and childhood vaccines runs through Indian manufacturing plants that run on petrochemical feedstocks that run through a 21-mile waterway currently seeded with Iranian mines.
This is the fourth domino. The first was energy. The second was fertiliser. The third was packaging. The fourth is the one that converts an economic crisis into a humanitarian one, because you can find an alternative bread wrapper. You cannot find an alternative to metformin for 537 million diabetics worldwide. You cannot find an alternative to amoxicillin for a child with pneumonia. You cannot find an alternative to the vaccines that prevent diseases we spent decades eliminating.
The Fed meets tomorrow to assess inflation driven by energy, fertiliser, packaging, and now pharmaceutical inputs. All repricing through the same chokepoint. Four dominoes. One strait. And the fourth, the medicine, is the one the market has not priced because it does not appear on any commodity index.
It appears on a doctor’s prescription.
Full analysis: https://t.co/iFmUcarGdV
I’m completely stranded at Moscow airport… alone, helpless, and running out of hope.
No one from @makemytripcare or @etihad is answering my desperate messages.
Russia doesn’t accept Visa or Mastercard anymore.
I have ZERO cash left. Not even for food or water.
The Etihad ground staff is avoiding me more than my ex ever did — literally turning their faces away and telling me “just call customer care”… which has been busy for hours. I’m standing here like a beggar in my own nightmare.
I don’t know how I’m going to get home. I’m scared. I feel abandoned by the very companies I trusted with my journey. My family is waiting and I can’t even tell them I’m safe.
Please… if anyone from Etihad, MakeMyTrip, or even the Indian embassy sees this — HELP ME.
And if you’re reading this, just one RT could save me. I’m begging.
#StrandedInMoscow
Ask any lady in Delhi whether she has a greater fear of stray dogs or the men on the street, and I think you will understand their most important issues are not about actual canines.
No news channel will tell you that the devastation video from Uttarakhand is of cloudburst induced silt flow in the river. 20 million tonnes of excavated soil has been dumped in rivers of Uttarakhand, 56000 trees chopped, blasts all around, all for 12 meter highway of 889 kms.
@MasalaBai That also ..and a few days now, add ₹30/40/50 etc if you want a cab sooner. 100% will go to the driver. It shows ‘still searching’ and this comes up. Not peak hours, mind you. Not surge ..but if you want cab sooner ..pay extra. I did a couple of times. I dont now.
"मैं अपने खेत में एक किलो गेहूं डालता हूं और सौ किलो निकालता हूं, फिर मैंने पूछा कि मैं कर्जदार क्यूं हूं? और 1 किलो गेहूं से 950 ग्राम दलिया बनाकर पैक करके बेचने वाला मालदार क्यों है?
इसका सीधा सा जवाब सामने आया कि दलिया बनाने वाले व्यापारी के पास उसका दाम तय करने का अधिकार है, जो किसान के पास नहीं है, इसलिए मैंने किसानी को व्यापार बनाकर किया "
अगर कुछ लोग भरोसा करके आपस में मिलकर खेती को व्यापार बना लें तो एक पूरे गांव की तकदीर बदल जाए,
जैसे नजदीकी शहर में आटा मिल लगा लें, ब्रेड बनाने लगें।
#अन्नदाता_नहीं_अन्न_उत्पादक
@shekharkapur Being a mom is to choose to allow her heart to walk outside of her body. Both sons close to 40, risk takers, following their heart ..n as much am wind beneath their wings, the heart goes flip, flop and all over the place - kaaboo hi nahin hota!
I so hear your mom, @shekharkapur
The lack of open support for the foreign secretary from the political leadership, including his own minister, is a message to other diplomats and bureaucrats about where they stand in the scheme of things, when it comes to nasty Hindutva trolls.
विदेश सचिव विक्रम मिस्त्री जी के अकाउंट पर जाकर गाली गलौज कर रहे थे लोग तो उन्हें अकाउंट सिक्योर करना पड़ा।
सोचिएगा कितने कायर हैं कि जो सवाल मोदी से पूछने थे वे एक सरकारी अफसर से पूछ रहे हैं। सीजफ़ायर मिस्त्री साहब ने नहीं, मोदी ने करवाया है। हिम्मत है तो उनसे सवाल पूछो।
कायर कहीं के
#RavishKumar now has 13 million YouTube subscribers and the monthly subscription rate is Rs 59. With support like this you need to understand that independent journalism is increasingly supported by common people to generate tens of crores of rupees in revenues. You must put your money where your mouth is in order to get the #journalism you want to make biased legacy media irrelevant .
What is Pakistani endgame? The attacks night after night aren't really making a dent and only escalate the conflict with no real win for them.
Indian Army is on point in not escalating but this daily kerfuffle needs to stop.
The lack of global censure isn't helping as well.
DE-ESCALATE
No one wins in war.
It's the common people and soldiers who die and suffer the most......
If patriotism means anything, it’s about protecting lives not fueling destruction.
Time to step back. Time to end this.
India sent doctors, nurses and relief material to Turkey when it was hit by an earthquake.
Turkey supplied 300 to 400 drones to Pakistan attacking at 36 locations of India.
We should Completely isolate, BOYCOTT and expose Turkey.
A small group of people took out peace marches in different parts of Indian Punjab and Pakistani Punjab.
Peace, Not war was slogan of one of the protest. People have called both nations to Stop The War.