India and the UK launched the Critical Minerals Global Supply Chain Observatory to trace essential resources like lithium and cobalt. Alongside India's National Critical Mineral Mission, this initiative aims to counter supply chain vulnerabilities and Chinese dominance in rare earths.
Click to View MoreThe May 2026 Quad Foreign Ministers’ Meeting in New Delhi focused on securing the Indo-Pacific. Key outcomes include a $20 billion Critical Minerals Initiative to build resilient supply chains, enhanced maritime surveillance through IPMSC, and a new energy security framework.
Click to View MoreIndia and the US signed a strategic critical minerals framework to reduce Chinese dependency. Supported by the Quad's $20 billion initiative, Pax Silica, and India's NCMM, the partnership secures resilient supply chains for advanced technology, clean energy, and national defense.
Click to View MoreIndia strengthens mineral security through the National Critical Mineral Mission and KABI. By promoting a circular economy and e-waste recycling, India secures critical minerals essential for its clean energy transition
Click to View MoreIndia has the world’s third-largest Rare Earth Element reserves but produces little due to complex geology, skewed mineral composition, and weak processing capacity. Through the National Critical Mineral Mission, policy reforms, incentives, recycling, and overseas partnerships, India aims to build a full domestic REE value chain.
Click to View MoreRare earth magnets are high-performance materials essential for electric vehicles, wind turbines, electronics, and defence systems, making them critical for India’s clean energy transition and technological growth. With China dominating global processing, India’s push for domestic manufacturing, critical mineral processing, and recycling aims to reduce import dependence and build a self-reliant mine-to-magnet ecosystem to strengthen economic and strategic security.
Click to View MoreIndia has joined the U.S. led Pax Silica coalition to secure critical minerals and AI supply chains, reduce reliance on China, and strengthen initiatives like the IndiaAI Mission and KABIL. The move boosts technology access and investment but raises concerns over strategic autonomy and data sovereignty.
Click to View MoreNITI Aayog’s report Scenarios Towards Viksit Bharat and Net Zero outlines a path to a $30 trillion economy by 2047 and Net Zero by 2070, requiring $22.7 trillion investment with a $6.5 trillion gap. It stresses renewable expansion, critical minerals security, and a just coal transition.
Click to View MoreThe Union Budget 2026–27 reinforces the capital goods sector as a key driver of India’s investment-led growth by increasing public capital expenditure to ₹12.2 lakh crore and introducing targeted measures to strengthen domestic manufacturing capacity. Key initiatives include a ₹10,000 crore container manufacturing scheme, establishment of Hi-Tech Tool Rooms, support for construction and infrastructure equipment, tax incentives for toll and electronics manufacturing, and customs duty exemptions for energy storage and critical mineral processing. Along with ongoing programmes such as Make in India, PLI and the Capital Goods Competitiveness Scheme, these measures aim to enhance technological capability, reduce import dependence and position India as a globally competitive manufacturing hub.
Click to View MoreIndia’s plan to extract rare earths from fly ash under Atma Nirbhar Bharat faces criticism as techno-economically unviable due to very low REE content. Experts warn it undermines fly ash reuse and creates waste challenges, advocating instead for sustainably exploiting high-grade monazite sands, with fly ash extraction limited to long-term research.
Click to View MoreIndia is prioritizing the development of domestic rare-earth permanent magnet (REPM) manufacturing to reduce import dependence, secure supplies of critical minerals, and support clean-energy, electric mobility, electronics, and defence sectors. The initiative aligns with national strategies such as the National Critical Minerals Mission and recent mining-policy reforms that promote exploration, processing, and private participation. Alongside international partnerships and resource acquisition efforts through KABIL, strengthening REPM capacity positions India to build resilient supply chains, advance self-reliance, and integrate more strongly into global value chains for advanced materials.
Click to View MoreThe US-led “Pax Silica” alliance excludes India due to its early-stage semiconductor ecosystem, limited advanced manufacturing and trade frictions. Though a short-term setback, it echoes India’s MSP trajectory. Ongoing initiatives like the India Semiconductor Mission and National Critical Mineral Mission aim to build capacity for future inclusion.
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