Lessons in geochemistry
Critical minerals are the new reality of power. They sit behind the clean energy transition, electric mobility, advanced electronics, AI and modern defence systems. They also enable something less visible: the ability to slow another country’s industrial momentum without ever declaring a sanction. Tariffs can be bargained down. Mineral constraints cannot. That is why India’s critical minerals quest is a strategic conversation. New Delhi is playing on two fronts. At home, it is pulling exploration, refining, recycling and recovery into a coherent mission push. Abroad, it is widening partnerships to expand options and dilute concentration risk.
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Disclaimer
Views expressed above are the author’s own.
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