Why India is Building a Six-Month Critical Mineral Buffer And What It Means For Industrial Growth

A concentrated supplier base for India’s critical mineral imports

A concentrated supplier base for India’s critical mineral imports zchaudhuri.ieefa Thu, 04/30/2026 - 11:30 Fact Sheet Critical Minerals Energy Transition & Policy South Asia India shutterstock_2515442005_1_1000.jpg Kaira Rakheja Kaira Rakheja is an Energy Analyst at IEEFA, where she is engaging in tracking and analysing India’s progress towards its energy transition goals. Go to Profile Saloni Sachdeva Michael Saloni Sachdeva Michael is Le…

Why India is Building a Six-Month Critical Mineral Buffer And What It Means For Industrial Growth

India is quietly preparing for a world where access to minerals may matter more than access to oil. From electric vehicles to semiconductors, the building blocks of the modern economy are increasingly metallic, not fossil. According to a Mint report, Indian government is planning to create a strategic reserve of critical rare earth minerals. Against this backdrop, the government’s plan to create a six-month stockpile of critical minerals signals…