Diet Coke Shortage in India: The Shocking Aluminium Crisis Behind It
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VIDEO INTRODUCTION:
Over the past few weeks, Diet Coke has quietly disappeared from shelves across India, and Gen Z has been freaking out. When I tried to find out why, the answer sounded absurd: an “aluminium shortage.” That makes no sense on the surface. India is the world’s second-largest aluminium producer, with enough high-quality bauxite reserves to last roughly 350 years and some of the lowest labour costs globally. On paper, India should be the Saudi Arabia of aluminium.
But this isn’t just about soft-drink cans. The same pattern repeats across industries. We’re called the “pharmacy of the world,” yet we import around 70% of our active pharmaceutical ingredients from China. We are one of the largest producers of iron ore, yet we import specialty steel for our own bullet trains. We are the fourth-largest producer of rare earths, yet we don’t have a single commercial-scale rare-earth magnet factory.
This paradox exposes a deeper weakness in India’s growth story. Why are we importing aluminium cans from Sri Lanka when we have centuries’ worth of aluminium reserves? And more importantly, how is the government led by Narendra Modi supposed to fix this structural problem?
Our Best Indian Business Case Studies:
1. Dhirubhai
https://youtu.be/bSx6hDjALkQ?si=wE6PGMgiv7PpHdla
2. Milky mist
https://youtu.be/-98fnc4VAo8?si=NtKHTWjvtr_9V8ne
3. Old Monk
https://youtu.be/GQPymbqa08A?si=BXhcZhDPXt9wTxO4
4. Waaree
https://youtu.be/T1PLEPTbXc4?si=3VbRKyBnd-3Trfqt
5. Blinkit
https://youtu.be/OGs2YsqvWDg?si=bZ_AqkdGEsl2X3xW
✅Study Materials:
https://mines.gov.in/admin/download/686b72a13ed1e1751872161.pdf
http://164.100.94.191/niti/writereaddata/files/document_publication/niti_aluminum_upload.pdf
https://www.cuts-citee.org/pdf/Briefing_Paper_Reforming_Indias_Aluminium_Ecosystem_Tariff_Rationalisation_and_Competitive_Pricing_for_MSME_Growth.pdf
https://wtocentre.iift.ac.in/UNCTAD/14.pdf
https://discoveryalert.com.au/aluminium-import-duty-india-2026-tariff-impacts/
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