Copper prices ki badhotri se garmiyon mein AC mehange hone ka threat, prices badhne ki ummeed.

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AuthorAnanya Iyer|Published at:
Copper prices ki badhotri se garmiyon mein AC mehange hone ka threat, prices badhne ki ummeed.
Overview

Global copper prices ek saal mein lagbhag 60% badh gaye hain, $13,000 per tonne ke kareeb pahunch gaye hain. EVs, renewables, aur data centers ki mazboot demand aur supply kam hone ke karan yeh badi badhotri hui hai. Isse consumers ke liye kharch badhne wala hai. Manufacturers dwara input costs badhane ke karan ACs aur doosre cooling appliances 7-10% tak mehange ho sakte hain, jo shayad ACs par recent tax relief ko neutralize kar de.

Copper prices pichhle ek saal mein lagbhag 60% badh gaye hain, jisse kai industries mein costs badh gayi hain. MCX par domestic futures 9 January ko ₹1,281 per kg par trade hue. Motilal Oswal Wealth Management ke mutabik, global benchmark prices ab $13,000 per tonne ke aas-paas hain, jo saalon mein nahi dekha gaya level hai. Is rally ke peeche ka karan electric vehicle (EV) sector se badhti demand hai, jo traditional cars se 3-4 guna zyada copper use karte hain. Renewable energy infrastructure jaise battery storage aur solar installations, aur data centers aur AI infrastructure ka tezi se vikas bhi demand badha raha hai. Sath hi, bade mining regions mein disruptions aur geopolitical uncertainties ke karan supply tight bani hui hai. Consumers ko zaruri cheezon par badhti prices ka saamna karna padega kyunki manufacturers badhti input costs ko consumers par daal rahe hain. Air conditioners (ACs) aur other cooling appliances iss garmi mein 7% se 10% tak mehange hone ki ummeed hai. Yeh price hike ACs par recent Goods and Services Tax (GST) reductions ke fayde ko khatam kar sakta hai, jinka maqsad unhe zyada affordable banana tha. Cooling appliances ke alawa, EVs, power grids, construction, aur real estate jaise copper par nirbhar sectors ko bhi zyada kharch ka saamna karna padega. Aluminium jaise alternatives explore kiye jaa rahe hain, lekin copper ki behtar thermal conductivity aur durability ke karan ise replace karna mushkil hai. JP Morgan, Goldman Sachs, aur Bernstein ke analysts price volatility dekh rahe hain, lekin unko nahi lagta ki prices $13,000 per tonne se zyada lambe samay tak bani rahengi. Forecasts ongoing electrification, infrastructure spending, aur clean energy investments ke karan copper ko $11,750-$12,500 per tonne range mein dekh rahi hain. Manufacturers abhi bhi cost manage karne ke liye copper ko aluminium ya advanced composites ke saath mix karke hybrid solutions investigate kar rahe hain, taaki efficiency aur performance maintain ho sake. Yeh complex supply-demand scenario suggest karta hai ki copper prices high rehne ki sambhavna hai, jo consumer aur industrial products ki cost structures ko reshape karega.

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