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Critical Minerals & Strategic Materials

Techadyant Labs research on critical minerals & strategic materials in India — the dependencies, constraints and opportunity surfaces that decide the real outcome. 1 published · 0 forthcoming.

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Who Actually Captures the India–US Minerals Alliance? — cover₹4,900
Critical Minerals & Strategic Materials · May 2026

Who Actually Captures the India–US Minerals Alliance?

Why Separation and Magnets — Not Mines — Decide India’s Place in the Hardware Century

The 26 May 2026 India–US critical-minerals framework is read as a mining deal. It is better understood as a midstream deal: the leverage sits in separation, refining and magnets — roughly 85–92% controlled by China — not in reserves. Using a proprietary four-chokepoint framework, this report scores India sector by sector — semiconductors, electronics, defence, EVs, energy and AI infrastructure — and asks who actually captures the value as the alliance moves from signature to execution.

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