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EVINDIA

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Can India’s EV Dreams Survive a Rare Earth Shock? India’s ambitious electric vehicle push now faces a critical test as new export restrictions on rare earths threaten vital supply chains. With most EV motors depending on rare-earth magnets, this is a reality check for the industry and policymakers alike. Key points: • Nearly 90% of rare-earth processing is concentrated overseas. • Indian automakers risk higher costs and potential production delays. • The government is considering policy tweaks: easing localisation norms, boosting domestic rare-earth mining, and attracting new investment. • Long-term resilience will depend on building alternative supply chains and reducing over-reliance on a single source. Is India prepared to secure its EV future despite these critical material risks? Share your thoughts with us!

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