What Is the Quad Critical Minerals Initiative?
Launched in July 2025, this initiative aims to:
- Secure supply chains for critical minerals
- Diversify sources and reduce dependence on China
- Promote eco-friendly mining, recycling of e-waste
- Encourage private sector investment
- Boost technology transfer and research
🇨🇳 Why Is China at the Center of This Debate?
China’s dominance:
- Controls 90%+ of rare earth refining
- Uses export restrictions as a geopolitical weapon
- Imposes bureaucratic hurdles on foreign companies
Examples:
- Recently restricted exports of:
- Gallium and germanium (semiconductors)
- Rare earth magnets (used in EVs, wind turbines)
- Gallium and germanium (semiconductors)
- India’s EV industry is already suffering due to denied access
China’s strategy:
- Forces companies to buy entire motor assemblies, not just magnets
- Demands end-use certificates to prevent military use
🔗 How Will the Quad Counter This?
Key strategies:
- Build alternative supply chains across Quad countries
- Promote exploration and mining in mineral-rich nations (Africa, Latin America)
- Boost domestic production and e-waste recycling
- Form public-private partnerships to attract investments
- Share processing technologies and R&D efforts
🇮🇳 India’s Role and Challenges
Impact:
- India’s growing EV and electronics industries depend on rare earths
- No current refining capability for high-purity rare earths
Government action:
- India launched National Critical Mineral Mission (NCMM):
- ₹16,300 crore budget
- Focus on domestic mining, overseas investments, R&D
- ₹16,300 crore budget
- Partnering with:
- US under TRUST Initiative
- Japan through Quad & G7
- US under TRUST Initiative
India joined the Minerals Security Partnership (MSP) in 2023