Vedanta Share: Big news came from China and Vedanta's share started rising:

News Topical, Digital Desk : Vedanta's stock opened at ₹507 on November 26th, compared to a closing price of ₹504. The stock subsequently surpassed ₹512. Experts say the copper market has been rocked. China has suddenly halted 2 million metric tons of copper smelting capacity. The reason: stricter environmental regulations and stricter action against new smelting plants. This will directly impact global copper supply, and Indian companies like Hindustan Copper and Vedanta are in sharp focus. The global copper market has suffered a major setback today. China has imposed a moratorium on approximately 2 million metric tons of copper smelting capacity, effective immediately.

This isn't just a news headline—it's a trend-changing moment for the entire base metals space. And this has put Indian copper stocks, especially Hindustan Copper and Vedanta, squarely on the market's radar. China has announced a strict ban on new copper smelting projects. Smelting capacity that was being built in violation of regulations has been completely halted. Overall, operations of 2 million metric tons of smelting capacity have been suspended. This is China, the world's largest consumer and processor.

Now the question is: why did this happen so suddenly? Environmental regulations, the threat of overcapacity, rising electricity costs, and steadily declining margins—China is trying to control multiple problems simultaneously.

What will be the global impact of such a significant shortage? Copper supply will become extremely tight. Supply will decrease, driving prices higher. Prices will go up - mining companies will benefit, especially those countries with a strong copper production base - and India has now moved up significantly on this list.

Hindustan Copper - the biggest beneficiary - why? It is India's only vertically integrated copper company. If prices go up, margins will improve immediately. India will directly benefit from China's shortage. India's copper demand is growing rapidly due to EV-Renewable Energy. Hindustan Copper's entire business model is linked to global copper prices - and when prices rise, the company's earnings see a big jump.

Vedanta-Why in Focus- Vedanta's copper smelting business (Tuticorin plant) may be closed, but the company's global commodity exposure is very strong. Rise in copper prices → Vedanta's consolidated profitability will improve. Zinc–Aluminium–Silver exposure will also benefit in the metal super-cycle. Rise in metal prices amid debt restructuring can give the company breathing space China's 2025 non-ferrous metals consumption 83 million metric tonnes! This figure alone is proof that if China reduces its production capacity, then metal companies across the world will be in trouble.