The document discusses global copper supply and demand trends. It notes that while mining production increased slightly in 2015, demand growth in China slowed for the first time since 1998. It highlights India as an area for strong future demand growth from sectors like power, railways, and urbanization. Copper consumption is projected to double in India's power sector as renewable energy and nuclear power capacity expands significantly. Electrification of railways also represents a major opportunity. Recycling copper can save 85-90% of energy costs compared to primary production, but recycling rates remain low in India due to a lack of organization in collection, sorting, and processing.

2. GLOBAL SUPPLY- DEMAND SCENARIO
 MINI BOOM IN MINING INDUSTRY CONTINUES
DESPITE HICCUPS.
 MINE PRODUCTION BY 1.3 % TO 18.3
MILLION TONNES .
 DEMAND IN CHINA < 7.5 % 1ST TIME SINCE 1998
STILL WILL CONSUME 4.9% MORE THAN LAST
YEAR
 SUPPLY SURPLUS FOR 2015
 WORLD LOOKING AT INDIA FOR STRONG PICK
UP IN DEMAND.

3. INDIA STORY
INCREASED DEMAND FOR COPPER TO COME
FROM GROWTH IN
------ POWER SECTOR
------ RAILWAYS
------ GROWTH OF GDP & URBANISATION

4. POWER SECTOR
INTERNATIONAL ENERGY AGENCY POWER
PRODUCTION IN INDIA TO RISE BY 15-20 %
ANNUALLY .
12TH FIVE YEAR PLAN (2012-17) TARGET
88000MW CAPACITY ADDITION
COPPER CONSUMPTION TO DOUBLE.

5. RENEWABLE ENERGY SECTOR
.
SL NO. AREA CONSUMPTION OF
COPPER
1. THERMAL POWER 1.3 MT/ MW
2. WIND TURBINE 2 MT/ MW
3. NUCLEAR POWER 2.5 MT/MW
4. SOLAR POWER 6.8 MT/ MW

6. RAILWAYS
APPLICATION – TROLLEY WIRE /CONTACT WIRE.
PURPOSE : CONNECTIVITY BETWEEN OVERHEAD LINES & LOCOMOTIVES
 AGGRESSIVE ELECTRIFICATION UNDER WAY
-- 23451 KM ACHIEVED AGAINST 64015 KM TOTAL
 URBAN DEVELOPMENT MINISTRY --- METRO RAIL IN 12 TIER-II CITIES.
 EXPORT POTENTIAL IN RAILWAY ELECTRIFICATION PROJECT OVERSEAS (
L&T, TATA PROJECTS ).
 HIGH SPPED TRAIN
--- SPEED DEPENDANT ON STRENGTH AND CONDUCTIVITY OF
TROLLEY WIRE.
--- HENCE NEED FOR Cu- Mg AND Cu- Ag ALLOYS.
--- NO PRODUCER IN INDIA YET

7. FACTORS DRIVING CONSUMPTION OF COPPER

8. GROWTH POTENTIAL AND ISSUES VIS-
A-VIS FABRICATED PRODUCTS
SHEETS, FOILS, TUBES, PROFILES ETC.
FRAGMENTED MARKETS
FEW PLAYERS
HIGH WORKING CAPITAL
LIMITED INFUSION OF MODERN TECHNOLOGY
2013-14– IMPORTS OF 900MT OF PROFILE,
12000MT TUBES & PIPES, 6500 MT OF FOILS
AND 5000 MT OF SHEETS.

9. LIMITED GROWTH IN APPLICATION OF
COPPER
 COPPER INDUSTRY ---- THREE DISTINCT SECTORS
– MINING, SMELTING & FABRICATION.
FABRICATION SECTOR LACKS MUSCLE TO INVEST
IN R&D.
IN CONTRAST MAJOR PRIMARY ALIMINIUM
PRODUCERS ALCOA, HINDALCO, NORSK HYDRO –
LEADING SUPPLIERS OF VALUE ADDED
PRODUCTS.
EXTENSIVE EFFORT AND INVESTMENT---
ALUMINIUM REPLACING STEEL IN AUTOMOTIVES
AND BEVERAGE CAN SECTOR.

10. NEW APPLICATIONS FROM RESEARCH
EFFORTS
ENERGY EFFICIENT MOTORS
ANTIMICROBIAL SURFACES
ULTRA CONDUCTIVE COPPER
MICRO ALLOYED COPPER OVERHEAD LINE
CONDUCTORS

11. ENERGY EFFICIENT MOTORS
MOTORS AND MOTOR DRIVEN SYSTEMS– 46
% OF GLOBAL ELECTRICITY CONSUMPTION.
REPLACEMENT OF ALUMINIUM BY COPPER
DIE CAST ROTORS % EFFICIENCY 4-5 %.
ADOPTION OF ENERGY EFFICIENCY
STANDARDS FOR INDUCTION MOTORS BY ALL
COUNTRIES BY 2030 ESTIMATED TO SAVE 322
MILLION MW ANNUALLY & 206 MILLION T OF
CO2 EMISSION

12. ANTI MICROBIAL SURFACES
HAI ( HOSPITAL ACQUIRED INFECTION) KILL
100000 PEOPLE ANNUALLY.
45 MILLION $ SPENT (E-COLI, INFLUENZA,
STAPHYLOCOCCUS)
COPPER BASED TOUCH SURFACES KILL 99.9%
BACTERIA IN LESS THAN 2 HRS.
COPPER RELEASES IONS, PENETRATING CELL
WALLS OF MICROBES STOPPING THEIR
FUNCTIONS AND REPRODUCTION.

13. ULTRA CONDUCTIVE COPPER
 CARBON NANO TUBES IN COPPER---
INCREASES AMBIENT TEMP CONDUCTIVITY BY
30 %.

14. MICRO ALLOYED COPPER
CONDUCTORS
 ALTERNATIVE TO ACSR FOR HIGH VOLTAGE OVERHEAD
LINES.
 NO STEEL REINFORCEMENT NECESSARY
 SMALLER CROSS SECTIONPLUS HYDROPHOBIC
COATING LOW WIND AND ICE LOAD.
 PARTICULARLY SUITABLE IN COLD AND WINDY
CLIMATES.
 REDUCED SKIN EFFECT LOWER ENERGY LOSSES.
 CAN TOLERATE HIGHER TEMPERATURE FOR SHORT
DURATION.
 ATTRACTIVE LIFE CYCLE COST.

15. SUPPLY SIDE
NAME OF COMPANY CAPACITY VALUE ADDITION
HINDALCO 500000 MT CATHODE -- VOLUMES
-- BY-PRODUCTS- SILVER,
GOLD, SELENIUM,
TELLURIUM, FERTILIZER
STERLITE 400000 MT CATHODE --VOLUMES
-- BY-PRODUCTS- SILVER,
GOLD, SELENIUM,
TELLURIUM ,FERTILIZER
HINDUSTAN COPPER
LIMITED
99000 MT CATHODE MINES

16. STRATEGY OF HCL
 MAXIMUM VALUE ADDITION ORE TO CONCENTRATE
 AMBITIOUS EXPANSION PROGRAM 3.4 MILLION T TO 12.5 MILLION
T ORE PRODUCTION
 MINIMUM ECONOMIC SIZE OF SMELTER 3-4 LAKH MT CAPACITY.
 INVESTMENT FOR EVERY 1 LAKH MT CAPACITY SMELTER IS APPROX
2000 CRORES.
 TOTAL COPPER FROM EXPANDED CAPACITY APPROX- 1 LAKH MT
 EXPLORING ALTERNATIVE HYDROMETALLURGICAL ROUTE
--- ATTRACTIVE CAPEX & OPEX
--- 1/3 MANPOWER
--- 1/3 LAND
--- NO FOSSIL FUEL
--- RECOVERY OF PRECIOUS METALS

17. STRATEGY contd…
EXPLORING POSSIBILITY OF EXTRACTION OF
-------NICKEL FROM SINGBHUM COPPER BELT.
------ 150 MT OF NICKEL ( PRICE @15000$/MT)
INDIA IMPORTS 40000 MT OF Ni /YEAR
------ MOLYBDENUM FROM MALANJKHAND
ORE.
------ 800 MT OF MOLY ( PRICE @ 17500 $/MT)

18. WASTE TO WEALTH
• REQUIREMENT OF LARGE VOLUME OF
WATER
• REQUIREMENT OF LARGE TRACT OF LAND
• ENVIRONMENTAL HAZARD
VOLUME
OF TAILINGS
• TREATMENT OF TAILINGS TO RECOVER
METALS AND MINERALS OF VALUE
• HIGH CONCENTRATION SLURRY
TRANSPORT
POSSIBLE
SOLUTION
BENEFICIATION OF LEAN COPPER ORES GENERATE 75-
80 % TAILS

19. TAILINGS TREATMENT
GLENCORE’S ERNEST HENRY COPPER
GOLD MINING QUEENSLAND, AUSTRALIA
$ 600 MILLION
LIFE –OF- MINE
EXPANSION
PROJECT INCLUDES
$ 60 MILLION
MAGNETITE
EXTRACTION
PLANT
IRON ORE
PRODUCER
90000 T
COPPER/YR,
110000 OUNCE
GOLD/YR,
1.2 MILLION T
MAGETITE
PRODUCTION / YR

20. HCL’S EFFORT
------ EXPLORING RECOVERY OF COPPER
CONCENTRATE & MAGNETITE FROM
COPPER ORE TAILING ( 100 MILLION
TONNE STOCK ).
------ TECHNOLOGY IDENTIFIED
------ PILOT PLANT EXPECTED BY YEAR END

21. RECYCLING
SAVES 85-90 % ENERGY COST
41% COPPER PRODUCTION IN EUROPE FROM
RECYCLING
35 % COPPER PRODUCTION IN CHINA FROM
RECYCLING
EXACT FIG. IN INDIA IS NOT KNOWN.
COLLECTION, SORTING, DISMANTLING &
PROCESSING NOT ORGANISED IN THE
COUNTRY.

22. E-WASTE /WEE ( WASTE ELECTRICAL
AND ELECTRONIC EQUIPMENTS)
CONTAINS PLASTIC, VALUABLE METALS &
HAZARDOUS MATERIALS.
TO ILLUSTRATE, EVERY MILLION CELLPHONES
CONTAINS 16 TONNE OF COPPER, 350 KG OF
SILVER, 34 KG OF GOLD & 15 KG OF
PALLADIUM.
95 CRORES MOBILE ARE SOLD IN 2014.

23. WHY HCL IS INTERESTED IN THIS
HAVE ACQUIRED JHAGARIA COPPER – A 50000
MT REFINED COPPER PLANT IN GUJARAT
BASED ON RECYCLING
LOOKING FOR ORGANISED SOURCES OF
ELECTRICAL WASTE TO START WITH.
IN 12-18 MONTHS WOULD BE IN A POSITION
PROCESS E-WASTE FOR RECOVERY OF METALS.

24. STATUS OF E-WASTE IN INDIA
E-WASTE ACT ( MANAGEMENT AND HANDLING)
2011 DEFINES E-WASTE AS ANY EQUIPMENT
THAT USES ELECTRICITY OR ELECTROMOTIVE
FORCE TO OPERATE.
INDIAN INDUSTRIES ARE MANDATED TO DISPOSE
RESPONSIBLY.
ACTUAL PRACTICE- MOSTLY NOT AWARE – APPLY
ACT TO IT EQUIPMENTS ONLY AND ELECTRICAL
WASTE ( MOTORS AND CABLES) DISPOSED
THROUGH TRADITIONAL MODE.

25. WHERE DID WE GO WRONG
NO TANGIBLE EPR ( EXTENDED PRODUCER
RESPONSIBILITY) IN PLACE.
PRODUCER TO BE RESPONSIBLE FOR ENTIRE
LIFE CYCLE.
 INADEQUATE INFORMATION ON WEBSITE OF
PRODUCERS & MANUFACTURERS
NOT ENOUGH COLLECTION CENTRES FOR
HUGE GEOGRAPHY LIKE INDIA.

26. RECOMMENDATION
STATE POLLUTION CONTROL BOARD HAD TO BE
STRICT.
OTHERWISE HIGH END RECYCLERS CANNOT
OPERATE SINCE INFORMAL SECTOR WILL OFFER
HIGHER PRICE.
REQUIREMENT OF POLICIES TO ARREST
LEAKAGES IN SYSTEM
COMPANIES TO MAINTAIN PROPER INVENTORY
OF ALL ELECTRONIC , ELECTRICAL ITEMS AND E-
WASTE THAT THEY DISPOSE.

27. THANK YOU