Bharat mein copper ki demand FY26 mein badhkar **2,100 KT** ho gayi hai. Infrastucture aur EVs ke boom ne ise support toh kiya, lekin **42%** scrap import par depend rehna ek bada risk hai.
Bharat mein copper ki demand ne zor pakad liya hai! FY26 mein ye demand 12% badhkar 2,100 KT (kilotonnes) par pahunch gayi hai. Ye demand GDP growth se bhi tez hai, aur iske peeche ke main reasons hain hamara infrastructure development aur electric vehicles (EVs) ki badhti popularity.
Green Energy ka Dhamaka
Infrastructure projects ne total copper consumption mein 22% ka hissa sambhala hai, jisme pichle saal ke mukable 29% ka jump dikha hai. India ne 37 GW solar aur 6 GW wind energy capacity add ki hai, jiske liye transformer aur grid cabling mein bharpoor copper use hua hai.
EV Sector ka Game
Automotive sector mein copper demand 14% badhi hai. EVs ka market penetration 9% raha, jisme 37 KT copper ki khapat hui. Aapko pata hai? Ek electric vehicle mein traditional engine wali gaadi ke mukable 4 guna zyada copper lagta hai! Isliye jaise-jaise EVs road par badhengi, copper ki demand aur bhi top gear mein jayegi.
Supply ki Tension
Domestic refined copper output 704 KT raha, jo pichle saal se 23% zyada hai. Lekin reality ye hai ki hum sirf 58% hi locally refine kar pa rahe hain. Baaki 42% requirement 274 KT scrap import karke poori hoti hai. Agar international market mein scrap supply ko lekar koi dikkat aayi, toh ye hamare domestic sector ke liye bada headache ban sakta hai. Investors ko ab ye dekhna hoga ki India apni local smelting capacity kitni jaldi badhata hai.