Mines Ready, Production Blast!
Dekho, Hindustan Copper apni Ghatshila (Jharkhand) aur Khetri (Rajasthan) waali mines se yeh output badhaega. MD Sanjiv Kumar Singh ne bataya ki company ka target hai 2026-27 tak 4.7 million tonnes ore produce karne ka. Yeh last year se 28-30% zyada hoga, aur company kehti hai ki yeh unka 'best-ever year' ho sakta hai!
AI, EVs banenge Copper ke Naye Baap?
Sabse bada reason jo Singh ji ne bataya, woh hai AI. AI data centers ke liye khoob sara copper lag raha hai. Example ke liye, Google ke Vizag data center mein lagbhag 65,500 tonnes copper chahiye. Iske alawa, China aur India mein power grids ko upgrade karne mein bhi bahut copper consume hoga.
Supply Kam, Demand Zyaada = Prices Skyrocketing!
Ab supply side ki baat karein toh, duniya bhar mein copper production wahi ka wahi hai, aur mines mein ore ki quality bhi kam ho rahi hai. Iske upar se, kuch geopolitical issues (jaise Iran-US situation jisse sulfuric acid ki shipment atak sakti hai) aur operational problems (Indonesia ke Grasberg mine mein accident jisse 6 mahine production ruk gaya tha) bhi supply ko restrict kar rahe hain. Jab supply kam hoti hai aur demand zyaada, toh prices toh upar jayenge hi, hai na?