India Green Steel Mission: Sarkaar ka bada push, par scrap quality aur cost ne kiya pareshaan!

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AuthorVihaan Mehta|Published at:
India Green Steel Mission: Sarkaar ka bada push, par scrap quality aur cost ne kiya pareshaan!
Overview

Arre bhaiyo, Indian steel industry mein ek naya trend chala hai - 'Green Steel'! Sarkar ne pakad liya hai iska 'green signal', jisme companies ko kam carbon wala steel banana padega. Tata Steel, JSW Steel jaise bade players ismein paisa laga rahe hain, par abhi do badi problems hain: domestic scrap ki quality aur green steel ka zyada price.

India ka 'Green Steel' Mission: Kya hai poora plan?

Sarkar ne desh ke steel industry ko 'green' banane ke liye ek naya framework, jise 'Green Steel Taxonomy' bolte hain, launch kiya hai. Ye duniya mein pehla move hai jisme steel ko uske carbon emission ke hisaab se star rating di jayegi. Jo steel 2.2 tonnes CO2 per tonne se kam emit karega, use 'green' mana jayega, aur jo 1.6 tonnes se kam emit karega, woh star performer hoga!

PSU Procurement ka Pressure

Aur toh aur, ab government companies (PSUs) ko bhi certified green steel kharidna padega, khaas kar ke bade projects ke liye FY28 se. Isse market mein green steel ki demand toh badhegi, par companies ke liye ek naya target set ho gaya hai.

Bade Players Action mein!

Is nayi policy ko dekhte hue Tata Steel, JSW Steel, aur ArcelorMittal Nippon Steel jaise bade players full speed mein lag gaye hain. Tata Steel ne toh Rohtak mein 0.5 million tonne ka scrap recycling plant chalu kar diya hai aur Ludhiana mein bhi ek plant aa raha hai. JSW Steel toh apne DRI plant mein hydrogen use kar raha hai aur Maharashtra mein 0.5 MTPA ka scrap facility bana raha hai, jisse 2030 tak 42% carbon emissions kam karne ka target hai. AM/NS India bhi scrap processing ko badha raha hai.

Global Scene aur India ka Stand

Overall, duniya bhar mein steel scrap ka use badhne ki ummeed hai. Har 1 tonne scrap use karne se lagbhag 1.5 tonnes CO2 bachata hai. Lekin India mein abhi sirf 21-25% scrap use hota hai, jabki target 2047 tak 50% hai.

Asli Tension: Scrap Quality aur High Costs

Par asli challenge hai domestic scrap ki quality. Isme zinc, copper jaise contaminants mil jaate hain, jisse high-tech plants ko import karna padta hai. Upar se, green steel banane mein abhi lagbhag 30%-54% zyada kharcha aa raha hai. Haalanki ye future mein kam hone ki ummeed hai, par abhi ye industry ke liye ek bada hurdle hai.

Market Snapshot (Feb 16, 2026):

  • Tata Steel: Share price lagbhag ₹203.20 par hai, market cap ₹255,000 crore. P/E ratio 27.7 hai, jo sector average se kam hai.
  • JSW Steel: Trading around ₹1235.90, market cap ₹302,000 crore. Iska P/E ratio 40.5 hai.
  • ArcelorMittal: Global P/E ratio lagbhag 17.0 hai.

Aage Kya?

Sarkar ka ye move private investment ko de-risk karne ke liye hai. Steel industry ka ye transition India ke net-zero target 2070 ke liye bahut zaroori hai. Sab kuch scrap quality manage karne aur sustainable production ke economics par depend karega.

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