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India is trying to flip its long-time critical-minerals scarcity into a strategic advantage by securing ore overseas (via KABIL/JVs), building domestic refining and magnet capacity, and wiring this into semiconductor/EV supply chains.
The policy stack taking shape, rare-earth corridors (Odisha, Kerala, AP, TN), a push for polysilicon-ingot, wafer subsidies in solar, and talks to join U.S.-led “Pax Silica”, aims to cut China-centric dependencies while anchoring new manufacturing at home.
The near-term playbook: diversify sources (Argentina/Australia), accelerate processing at home, and scale recycling—so India isn’t stuck exporting raw sands and importing high-value components.
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