Metals & Mining #scrap#metal recycling
India's Next Commodity Cycle May Be Driven by Scrap as Organised Metal Recycling Gains Momentum
India's metals industry is undergoing a structural shift from mining towards recycling, driven by organised non-ferrous metal recyclers. A report by Ashika Institutional Equities Research highlights that secondary metals offer significant energy, capital, and carbon savings, while regulatory frameworks like Battery Waste Management Rules and Extended Producer Responsibility are accelerating formalisation. Lead offers strong earnings visibility, copper represents the largest long-term opportunity, and aluminium is a major decarbonisation play.
Jul 26, 2026 1 source