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India’s Copper Strategy: Attracting Foreign Investment for Growth

India’s push for foreign copper investment is driven by a growing demand for copper cathode, making it the world’s second-largest importer. In the fiscal year ending March 2025, India imported 1.2 million metric tons of copper, with projections indicating a trajectory towards becoming one of the largest copper consumers globally by 2047.

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The country’s import dependence is fueled by limited domestic copper resources, with only 18% of the estimated 12.2 million metric tons classified as reserves. This scarcity necessitates diversifying supply sources and exploring mergers and acquisitions of foreign assets to meet future demands.

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India’s strategy focuses on attracting foreign companies to establish smelters and refineries within its borders in exchange for investments in overseas mining operations. By fostering reciprocal partnerships with global copper producers like Chile’s Codelco and Australia’s BHP, India aims to secure a stable supply chain amid tightening global export options.

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Besides direct partnerships, India is negotiating dedicated copper chapters in free trade agreements with major producing countries, seeking fixed quantities of copper concentrates. These efforts aim to break into established supply chains, offering economic and strategic incentives to secure long-term supplies.

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To incentivize copper investors, India offers short-term measures like financial assistance for scrap metal processing facilities and duty-free import allowances for mining equipment. Long-term frameworks target substantial production capacity facilities, focusing on creating special economic zones and shared infrastructure for efficient processing.

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India’s copper strategy aligns with broader industrial growth ambitions, supporting sectors like renewable energy, electric vehicles, power infrastructure, electronics manufacturing, and construction. By addressing critical input constraints, India aims to drive economic diversification and position itself as a significant player in global copper markets.

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Despite its comprehensive approach, India’s copper strategy faces challenges like limited domestic resources, capital requirements for foreign acquisitions, technical expertise gaps, and infrastructural demands for processing operations. Overcoming these hurdles will require strategic planning, institutional capacity building, and sustainable practices to ensure long-term viability.

The implementation timeline for India’s copper strategy spans 5-10 years, with initial partnerships expected within 1-2 years. Success in attracting investments and developing processing capabilities could transform India into a regional copper hub, creating opportunities for value-added manufacturing, technology development, and expertise training.

As India positions itself in global copper markets, its strategy aims to support industrial development, enhance economic growth, and address supply chain vulnerabilities. By leveraging international partnerships and incentivizing investments, India seeks to establish a sustainable and competitive position in the evolving copper industry landscape.

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