• Caustic soda ke price ~15–20% badh gaye hain ⚠️

  • Yeh aluminium banane ka important raw material hai

  • Energy cost high hone ki wajah se chemical aur mehenga ho gaya 🔥

  • Aluminium companies ki cost badh rahi hai
    → profit (margin) par pressure 💸

  • India 2nd largest aluminium producer hai, isliye impact bada hai

  • Iska effect
    autos 🚗
    construction 🏗️
    packaging 📦 jaise sectors par bhi padega.

  • Global supply issue (West Asia disruption) se aluminium aur mehenga ho raha hai 🌍

  • Prices already high hain (~$3370/ton), aur demand bhi strong hai

  • Hindalco Industries & Vedanta Limited jaise companies par margin pressure aa raha hai

  • Situation normal hone mein 9–12 months lag sakte hain ⏳