Powering the transition: Why critical minerals will define India's clean energy future

India is facing a crucial challenge: Every solar project, hydrogen facility, battery energy storage system, and electric vehicle depends on securing reliable supplies of critical minerals. For mining companies, investors, manufacturers, and policymakers, the question is how to build market resilience as these minerals are increasingly subject to geopolitical competition, trade restrictions, and supply concentration.

Download this paper to learn:

• The scale of India's opportunity: How India's renewable energy, green hydrogen, and electrification ambitions are driving unprecedented demand for critical minerals.
• Supply chain vulnerabilities: Where import dependence, processing bottlenecks, and global market concentration create strategic risk.
• Emerging policy and investment signals: How the National Critical Minerals Mission is reshaping the investment landscape and creating new opportunities across the mineral value chain.
• Technology and market implications: How technology choices in solar, wind, hydrogen, batteries, and EVs will influence future mineral demand.
• Six actions to strengthen resilience: Practical interventions to reduce supply risk, accelerate domestic capability development, and support long-term growth.