China ka Naya Offer: Rare Earth Materials ke Liye Licence
China ab Indian auto component banane walon ko rare earth materials access karne ke liye licence dene ko taiyar hai. Lekin ek twist hai! Local car companies ne production badha diya hai, jab tak stocks hain. Kya hai poora maajra, aaiye jaante hain.
Kya Hai Rare Earths Ka Scene?
Rare earth elements car banane ke liye bahut important hain. Window, mirror, seat se lekar oil pump sensors, AC aur speakers tak, har motor mein inka istemal hota hai. Aur China ka is market par near monopoly hai, jahan 90% se zyada global refining capacity hai.
Tension Kya Hai?
April 4 ko, US ke tariffs ke reaction mein, China ne rare earth materials ki supply ke liye ek naya end-user certification process shuru kiya. Import licence sirf tabhi milega jab supplier local, non-military operations ki sharton ko poora karega. Is process mein 45 din tak lag sakte hain.
India Par Asar
Is wajah se Japan se lekar India aur Europe tak vehicle production mein problem ho sakti hai. Japan mein, Suzuki Motor Co. Ltd. ko Swift hatchback ka production temporarily rokna pada. India mein bhi automakers ko uncertainty ka samna karna pad raha hai.
Carmakers Ki Tayyari
Local carmakers ne rare-earth stocks ke khatam hone tak production badha diya hai. Dealers ke hisab se, carmakers dealerships mein inventory stock kar rahe hain, taki July ke madhya tak supply shock se bacha ja sake. Delhi NCR ke ek dealer ne bataya ki average capacity utilisation 75% hai. Agar July ya August mein vehicle manufacturing mein disruption hota hai, toh stocks September tak chal sakte hain.
Companies Ka Kya Kehna Hai?
Toyota Kirloskar Motor India Pvt. Ltd. ne industry stakeholders se Delhi mein meeting ki aur production jari rakhne ka assurance diya. Tata Motors aur Mahindra & Mahindra Ltd. ne bhi minimal impact ka dawa kiya hai. Hyundai Motor India Ltd. ke paas ek saal tak chalne wala rare earths stockpile hai. Lekin Maruti Suzuki India Ltd. par iska asar pad sakta hai. Reuters ke anusar, company ne apni pehli electric car e-Vitara ke production targets ko do-tihaai tak kam kar diya hai.
Vocal For Local
Ek rare earths policy par bhi kaam chal raha hai. Heavy industries ministry domestic processing ko badhava dene ke liye ek policy bana rahi hai. Yeh production-linked incentive schemes ki tarah hogi. Lekin India mein rare earths ke liye supply chain banane mein saalon lag sakte hain. Is decade ke end tak China par dependence bani rahegi.
India Ke Paas Kitna Rare Earth Hai?
India ke paas world ka fifth largest rare earths reserve hai, jo 6.9 million tonnes hai. Lekin local processing bahut kam hai. Sirf ek public-sector undertaking, IREL (India) Ltd., teen rare earths ka production karta hai, lekin unka istemal local automobile sector mein nahi hota hai.
Hindustan Zinc CEO ko umeed hai ki panch saal mein rare earth minerals se 30% revenue aayega. More updates ke liye NDTV Profit par read karein.
