The Horizon Audiofiles - Ep 083 - India's Strategic Leap In Rare Earths

India is standing at a pivotal moment to unlock its vast Rare
Earth Element (REE) reserves and challenge the People’s Republic
of China’s (PRC) long-standing monopoly in this critical sector.
Despite holding 5.3% of global REE reserves, India contributes
only a fraction of global output due to regulatory bottlenecks, a
lack of refining infrastructure, and limited private-sector
participation. With the PRC weaponising trade through export
restrictions and end-user licensing requirements, India's
automobile and electronics industries face supply shocks.
However, policy reforms, including the ₹5000 crore mining scheme
and amendments to the MMDR Act, have opened avenues for private
exploration. Rajasthan, Odisha, and Tamil Nadu emerge as
potential REE zones, while advanced technologies like solvent
extraction and plasma separation offer processing alternatives.


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