Critical Minerals
Rare earths, lithium and the refining layer China still controls.
33/100Sovereignty index
0Import-dependent layers
54Players (41 Indian)
0Recent developments
Value chain
Where India stands
Raw Materials2 · Emerging
Refining & Processing1 · Nascent
Components & Inputs1 · Nascent
Equipment & Capital Goods1 · Nascent
Manufacturing & Integration2 · Emerging
Services & IP3 · Partial
Dependency
Chokepoints
NVIDIA Corporation14 dependents
Taiwan Semiconductor Manufacturing Company3 dependents
Gallium3 dependents
Mishra Dhatu Nigam Limited3 dependents
ASML Holding NV2 dependents
Ecosystem
Key players
Amara Raja Energy & Mobility Ltd (ARACT)INAmara Raja Giga Corridor, DivitipalliINArgentinaARAttero Recycling Private LimitedINAustraliaAUBattery-grade Lithium RefiningINCAMYEN Catamarca Lithium Blocks (5)ARCAMYEN SEARChinaCNCoal India Limited (CIL)INCobaltINCobalt Sulphate RefiningINCopperINCritical Mineral Recycling / Urban MiningINCritical Mineral Recycling Incentive SchemeINCritical Minerals Facilitation Office (Australia)AUDepartment of Atomic Energy (DAE)INExide Energy Solutions Gigafactory, BengaluruIN
Evidence
Primary sources
report · 2023"Critical Minerals for India" — Committee report (list of 30)Ministry of Mines ↗gazette-act · 2023MMDR Amendment Act, 2023 (Act 16 of 2023)Min. of Mines / Law ↗gazette-act · 2023Offshore Areas Mineral (D&R) Amendment Act, 2023 (Act 17 of 2023)Min. of Mines / Law ↗PIB note · 2023"30 Minerals Listed as Critical" + first auction tranchePIB / Min. of Mines ↗PIB release · 2025Cabinet approval — National Critical Mineral Mission (₹34,300 cr)PIB / Min. of Mines ↗scheme-guidelines · 2025Critical Mineral Recycling Incentive Scheme (₹1,500 cr) — GuidelinesMinistry of Mines ↗explainer · 2025REPM scheme (₹7,280 cr) — PIB explainerPIB / Min. of Mines ↗PIB release · 2024KABIL — overseas critical-mineral acquisition (PIB)PIB / Min. of Mines ↗review · 2024Ministry of Mines — Year-End Review 2024PIB / Min. of Mines ↗PIB release · 2026GSI Exploration Action Plan FS 2026-27 (1,065 programmes)GSI / PIB ↗portal · currentGSI Mission-II — critical-minerals exploration portalGSI ↗report · 2024-25Ministry of Mines — Annual Reports (flipbook index)Ministry of Mines ↗site · currentKABIL — corporate / mandate siteKABIL ↗