Lithium
Core battery metal; India ~100% import-dependent, refining China-routed; the defining import-dependency mineral.
Relationships
- Controlled byPeople's Republic of China
- Depended on byBattery-grade Lithium Refining— Refining capacity requires upstream lithium concentrate or brine.
- producesCritical Mineral Recycling / Urban Mining— Spent Li-ion batteries are a target feedstock under the recycling scheme.
- researchesKhanij Bidesh India Limited (KABIL)— Lithium is one of KABIL's two primary mandated minerals.
- Manufactures / ProducesAmara Raja Energy & Mobility Ltd (ARACT)— Planned 16 GWh lithium-ion cells + 5 GWh battery packs; first 2 GWh commercial cell facility June-July 2027.
- Manufactures / ProducesExide Energy Solutions Ltd (EESL)— Phase 1 = 6 GWh (3 GWh NMC cylindrical + 3 GWh prismatic); total planned 12 GWh.
- researchesGeological Survey of India— GSI announced a 5.9-million-tonne inferred lithium resource in Reasi, J&K, in February 2023 (widely reported in secondar
- Depends onKhanij Bidesh India Limited (KABIL)