印度关键矿物市场-52页_16mb

Critical Minerals Identification for India

This report, compiled by the Ministry of Mines, identifies 30 critical minerals essential for India's economic development, national security, and sustainable growth, particularly in sectors like defense, energy transition, and high-tech industries. The identification process involved a three-stage assessment: studying global mineral strategies (e.g., from Australia, USA, EU, Japan); inter-ministerial consultation with sectors like power, defense, and pharmaceuticals; and an empirical formula based on economic importance and supply risk, drawing from EU methodologies. These minerals are crucial given the global shift to clean energy and digital technologies, where supply chain vulnerabilities, such as high import dependency (e.g., 100% for Lithium and others), pose risks.

List of Critical Minerals

The 30 critical minerals are:

• Antimony, Beryllium, Bismuth, Cadmium, Cobalt, Copper, Gallium, Germanium, Graphite, Hafnium, Indium, Lithium, Molybdenum, Niobium, Nickel, Platinum Group Elements (PGE), Phosphorous, Potash, Rare Earth Elements (REE), Rhenium, Selenium, Silicon, Strontium, Tantalum, Tellurium, Tin, Titanium, Tungsten, Vanadium, Zirconium.

Key Findings and Recommendations

• Economic and Strategic Importance: These minerals underpin advancements in electric vehicles, renewable energy, electronics, and defense. For instance, high import reliance limits self-sufficiency, necessitating value chain development.
• Methodology Comparison: While EU and global methods were referenced, India's assessment prioritized domestic factors like resource availability and sector-specific needs, with plans for periodic list updates.
• Vulnerabilities: Severe import dependency exists for many minerals, highlighting supply chain risks and the need for exploration, production scaling, and recycling initiatives.
• Recommendations: Establish a Centre of Excellence for Critical Minerals to update the list every three years, develop comprehensive value chains, and foster partnerships for secure sourcing and innovation.

This framework supports India's "Atma Nirbhar Bharat" vision and global competitiveness in clean energy transitions.