India’s rapid pivot to Electric Vehicles (EVs) has hit a significant strategic roadblock. Reports from major automakers like Bajaj Auto and Maruti Suzuki confirm a looming threat of production halts due to disruptions in the supply of rare earth magnets—a vital component for EV motors—from China.
This situation exposes India’s critical over-dependence on China for essential minerals and has turned a supply chain issue into a national strategic risk.
On Episode 626 of The Core Report, AdvantEdge Founder Kunal Khattar provided expert commentary on the immediate threat to the Indian manufacturing sector and the uncertain path toward medium-term solutions to secure the EV supply chain.
