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 What Is the Quad Critical Minerals Initiative?

Launched in July 2025, this initiative aims to:

  1. Secure supply chains for critical minerals
  2. Diversify sources and reduce dependence on China
  3. Promote eco-friendly mining, recycling of e-waste
  4. Encourage private sector investment
  5. 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)
  • 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:

  1. Build alternative supply chains across Quad countries
  2. Promote exploration and mining in mineral-rich nations (Africa, Latin America)
  3. Boost domestic production and e-waste recycling
  4. Form public-private partnerships to attract investments
  5. 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
  • Partnering with:
    • US under TRUST Initiative
    • Japan through Quad & G7

India joined the Minerals Security Partnership (MSP) in 2023

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