India’s Role as a Rare Earth Supplier Impact of Xi-Trump Agreement on Supply Chain

India is poised to become a significant player in the global rare-earth supply chain, potentially serving as the “third pillar” alongside the US and Japan, as highlighted by a recent analysis following the Trump-Xi summit, which delayed China’s export controls for a year. With rich reserves and plans to enhance refining capabilities, India aims to reduce reliance on China and strengthen its domestic production. The country’s strategy aligns with its “Atmanirbhar Bharat” initiative and seeks to integrate rare-earth cooperation into the Quad framework. By leveraging its market demand and manufacturing capacity, India could reshape the global rare-earth landscape.

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