Hemant Agarwal ⚡️
22K posts

Hemant Agarwal ⚡️
@VRtrendfollower
Trading Since 2004 | Trend Follower | Son | Poor Husband | Rich Father of a Darling Daughter & Son | Cricket | Foodie | Music & Movie Lover | Working on Fitness

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#NIFTY Trading between the support zone 23550 - 23200


INDIA CRITICAL MINERAL STRATEGY UPDATE Scheme Overview - ₹1,500 Cr recycling scheme approved - 58 companies selected under scheme - Focus on battery and metal recycling - Strategic push for critical minerals Key Focus Areas - Lithium-ion battery recycling - E-waste processing expansion - Industrial scrap recovery focus - Building domestic recycling ecosystem Investment & Capacity - ₹5,000 Cr private investment committed - 850 KTPA recycling capacity planned - Large-scale ecosystem build-out underway - Strong multi-year capacity visibility Strategic Importance - Reducing import dependency significantly - Strengthening EV supply chain - Supporting energy storage ecosystem - Moving toward circular economy Beneficiary Companies - Exide Industries, Amara Raja Energy - Gravita India, Pondy Oxides - MSTC in recycling ecosystem - Hindalco, Vedanta, Tata Chemicals - Indirect: Tata Motors, Reliance Sector Impact - Recycling lowest-cost raw material source - Improves margins for metal players - Secures critical mineral availability - Long-term structural tailwind Final Takeaway - Strategic shift toward resource security - Strong boost to recycling ecosystem - Key enabler for EV and storage growth.









