Introduction to Rare Earth Metals

China's Superpower in Trade War

Importance of Rare Earth Magnets in EVs

India's Rare Earth Reserves

China's Dominance in Production and Refining

Impact of China's Export Restrictions

India's Complicated Import Process

Supply Chain Disruptions

Industry Voices on EV Supply Chain

Expert Insights: Hamel Tucker

Current Situation and Alternatives

Global Reserves and Production

Challenges in Processing and Alternatives

Indian Entrepreneurs' Solutions

Conifer's Innovative Powertrains

Technicalities of Ferrite Magnets

Cost and Performance Benefits

Industry Reactions and Demand

Government Actions and Plans

Global Impact and Monitoring

Future of EV Penetration in India

Conclusion and Final Thoughts

As rare earth shortages disrupt global manufacturing, India’s auto sector is feeling the crunch. In this episode of The Morning Brief, hosts Anirban Chowdhury and Shally Seth Mohile speak with Ankit Somani (Co-founder, Conifer), Hemal Thakkar (Senior Practice Leader and Director, Crisil Intelligence), and Vinnie Mehta (Director General, ACMA) to unpack how China’s tightening grip on rare earth exports is sending shockwaves through India’s auto sector. With restrictions on critical elements and magnets used in EVs, defense, and electronics, Indian supply chains are strained.

Rare earth magnets up to 15 times stronger than steel magnets and power everything from regenerative braking and sensors to infotainment and battery systems. Yet despite having the world’s fifth-largest reserves, India lacks the refining capacity, magnet-making infrastructure, and policy clarity to compete. The result? Deepening dependence on China, which controls more than 85% of global processing.

As export approvals get entangled in a multi-agency licensing maze, Indian manufacturers are scrambling to respond from redesigning tech to lobbying for domestic capacity. This episode explores whether India can future-proof its clean-tech ambitions or stay magnetized to global risk.

Tune In

You can follow Anirban Chowdhury on his social media: Twitter and Linkedin

You can follow Shally Seth Mohile on her social media Twitter and Linkedin

Check out other interesting episodes from the host like: Tariffs trump trade, The Curious Case of IndusInd Bank, The Influencer Economy’s Quiet Reset, India’s Biggest Hospital has a Chronic Illness and much more.



Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

As rare earth shortages disrupt global manufacturing, India&rsquo;s auto sector is feeling the crunch. In this episode of The Morning Brief, hosts Anirban Chowdhury and Shally Seth Mohile speak with Ankit Somani (Co-founder, Conifer), Hemal Thakkar (Senior Practice Leader and Director, Crisil Intelligence), and Vinnie Mehta (Director General, ACMA) to unpack how China&rsquo;s tightening grip on rare earth exports is sending shockwaves through India&rsquo;s auto sector. With restrictions on critical elements and magnets used in EVs, defense, and electronics, Indian supply chains are strained.
Rare earth magnets up to 15 times stronger than steel magnets and power everything from regenerative braking and sensors to infotainment and battery systems. Yet despite having the world&rsquo;s fifth-largest reserves, India lacks the refining capacity, magnet-making infrastructure, and policy clarity to compete. The result? Deepening dependence on China, which controls more than 85% of global processing.
As export approvals get entangled in a multi-agency licensing maze, Indian manufacturers are scrambling to respond from redesigning tech to lobbying for domestic capacity. This episode explores whether India can future-proof its clean-tech ambitions or stay magnetized to global risk.
Tune In You can follow Anirban Chowdhury on his social media: <a href="https://twitter.com/AnirbanET">Twitter</a> and <a href="https://www.linkedin.com/in/anirban-chowdhury-b5067219/">Linkedin </a>You can follow Shally Seth Mohile on her social media <a href="https://twitter.com/shallysmohile">Twitter</a> and <a href="https://www.linkedin.com/in/shally-seth-mohile-b65ab74/">Linkedin </a>Check out other interesting episodes from the host like: <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000702130670">Tariffs trump trade</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000701174049">The Curious Case of IndusInd Bank</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000701977001">The Influencer Economy&rsquo;s Quiet Reset</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000700201610">India&rsquo;s Biggest Hospital has a Chronic Illness</a> and <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777">much more</a>.
 Catch the latest episode of &lsquo;The Morning Brief&rsquo; on <a href="https://www.etplay.com/etplay">ET Play</a>, <a href="https://economictimes.indiatimes.com/podcast?from=mdr">The Economic Times Online</a>,<a href="https://open.spotify.com/show/6PL5kfPbwURBEu6fHCVTOL?si=26ec0fbfa7134fea"> Spotify</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777">Apple Podcasts</a>, <a href="https://www.jiosaavn.com/shows/the-morning-brief/1/GNPiFQD2xpY_">JioSaavn</a>, <a href="https://music.amazon.in/podcasts/f378141f-9afb-495d-83da-9b08ec5047ac/the-morning-brief">Amazon Music</a> and <a href="https://www.youtube.com/@theetpodcasts">Youtube</a>.

To make sense of the week’s hottest stories in business, economy, politics and markets, journalists from the Economic Times chat with reporters and industry leaders in this thrice-weekly (Tuesday, Thursday, Friday) podcast.

The Morning Brief

India’s Rare Earth Reckoning

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