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Debankur Das

5th Jun 2025 · SEBI-Registered Analyst

China Blocking Rare Earths - How will it Impact India

China's decision to block or restrict exports of rare earth elements (REEs) is driven by a mix of geopolitical, economic, and technological motivations. As the world's dominant producer and processor of REEs—controlling over 85% of global refining capacity—China holds substantial leverage over global supply chains, especially in advanced technologies and clean energy. What Are Rare Earths? Rare earths are 17 elements used in: • Clean energy (wind turbines, EV motors) • Consumer electronics (smartphones, laptops) • Defense systems (jet engines, missiles) • Semiconductors & batteries China’s Dominance: • Controls 60–70% of global production • Processes >85% of rare earth ores globally To read the full article pls refer to the PDF attached. $VEDL , $TATASTEEL

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Implications of China's Rare Earth Blocking Strategy.pdf
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