Billionaires
Billionaires
June 16, 2025 at 05:44 PM
China’s new export curbs on rare earth elements have triggered a Magnet Meltdown—threatening everything from electric vehicles to defense systems. India’s EV makers, component vendors, and even academia are racing to find alternatives: ramping up domestic mining, scaling e waste recycling, and pioneering magnet free motor technology. 🚗🔋 Key takeaways: * Supply Crunch: China controls 70% of REE mining, 90% of processing. * Production Risk: Maruti, Tata & others slashing EV output without new magnet sources. * Strategic Shifts: Recycling & “REE free” R&D could unlock supply security. * Investment Angle: Mining juniors, e waste recyclers & green tech innovators stand to benefit. How is your organization hedging against this rare earth squeeze?

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