rare earth magnets

Is India's EV Industry Under Threat? China Disrupts Auto Sector with Rare Earth Magnet Supply Cut

2025-07-29 Niranjan Ghatule

India's electric vehicle (EV) industry is facing a major crisis as rare earth magnet supplies from China dry up, threatening to disrupt production just before the festive season. With limited stock, rising costs, and delayed government incentives, companies may struggle to meet demand or offer discounts. This article explores how geopolitical pressure, supply chain constraints, and policy delays a

China’s Rare Earth Magnet Restrictions: What It Means for Auto Sector and EV Supply Chains,Here Is What CLSA says

2025-06-26 Niranjan Ghatule

CLSA’s latest report highlights how China’s ongoing restrictions on rare earth magnet supplies could impact the global auto sector, especially electric vehicle (EV) makers and related suppliers. This article breaks down the report’s insights, assesses the potential risks for companies like Bajaj Auto and Sona BLW, and includes market expert Dharmesh’s take on investment opportunities in the auto

China’s Rare Earth Export Curbs Spark Global Alarm: What It Means for India’s Auto and EV Sector

2025-06-09 Niranjan Ghatule

China’s rare earth export restrictions are causing major disruptions across global industries, especially in India’s auto and EV sectors. IRL CMD Sarda Bushin Moanti explains the strategic impact, India’s domestic rare earth capacity, and the urgent need for policy support like a PLI scheme.

China's Rare Earth Magnet Curbs Threaten EV Production Globally, Indian Auto Industry on Alert

2025-06-05 Niranjan Ghatule

China’s tightening regulations on rare earth magnet exports have sparked global concerns, especially for the EV industry. Indian automakers like Bajaj Auto and TVS warn of production halts if the issue continues. Here's a detailed look at the crisis.

Here Is How a Tiny Magnet Could Disrupt India's Entire Automobile Industry

2025-05-29 Niranjan Ghatule

This article explores the critical impact of China’s export restrictions on rare earth magnets and how it threatens to disrupt India’s rapidly growing automobile industry, especially the electric vehicle sector. Understand the supply chain challenges, government responses, and the potential economic consequences for India.

Is India's EV Industry Under Threat? China Disrupts Auto Sector with Rare Earth Magnet Supply Cut

China’s Rare Earth Magnet Restrictions: What It Means for Auto Sector and EV Supply Chains,Here Is What CLSA says

China’s Rare Earth Export Curbs Spark Global Alarm: What It Means for India’s Auto and EV Sector

China's Rare Earth Magnet Curbs Threaten EV Production Globally, Indian Auto Industry on Alert

Here Is How a Tiny Magnet Could Disrupt India's Entire Automobile Industry

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