India's Emerging Role as the Third Pillar in Global Rare Earth Supply Chain: Strategic Opportunities and Alliances

Nov 07, 2025 05:34 pm CST

India is strategically positioning itself to become a crucial third pillar in the global rare earth supply chain alongside the United States and Japan. With significant raw material resources, expanding processing capabilities, and strong government backing through the Atmanirbhar Bharat initiative, India offers both production capacity and market demand that could transform the rare earth landscape currently dominated by China. Strategic partnerships through the Quad framework and growing technological capabilities position India as a key player in creating a more resilient and diversified global rare earth network.