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. 2 published · 0 forthcoming.
FreeSecuring India's Industrial Future
A Strategic Roadmap for Critical Minerals and Materials Dependency, 2026–2035India has secured access to critical minerals but not the capability to process them. This report maps India's dependency on critical minerals and advanced materials across the full value chain — upstream exploration, the midstream processing and refining bottleneck where China holds an estimated 60–90% of global capacity, and downstream demand from EVs, defence and net-zero energy — and quantifies it through a multi-dimensional Critical Mineral Vulnerability Matrix. It reads the National Critical Mineral Mission (₹16,300 crore) and the ₹1,500 crore Critical Mineral Recycling Incentive Scheme against the scale of the gap, and sets out a three-phase strategic roadmap to 2035 across policy, midstream capacity, circular economy and downstream integration. 169 pages, 16 figures, 29 tables, a 12-sheet workbook and an executive edition; verified to primary government sources, with all modelled estimates labelled.
₹4,900Who Actually Captures the India–US Minerals Alliance?
Why Separation and Magnets — Not Mines — Decide India’s Place in the Hardware CenturyThe 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.
Map this ecosystem
See where India stands across the value chain — players, dependencies and scores — in the free Atlas.