Kishan Reddy: India Builds Critical Minerals Network Across 24 Nations
Synopsis
Key Takeaways
Union Coal and Mines Minister G. Kishan Reddy on Friday, 10 July 2026, highlighted India's expanding global critical minerals strategy, stating that the country has forged strategic partnerships with 24 countries and is in active discussions with 11 more to secure supply chains for resources essential to its industrial and clean-energy future.
Context
In his post on X, the Minister described India as 'steadily strengthening its global critical minerals ecosystem' under the leadership of Prime Minister Narendra Modi. The minerals cited — lithium, cobalt, copper and rare earths — are the building blocks of electric vehicles, semiconductors, clean energy infrastructure, and aerospace and defence systems. Reddy framed the effort as central to achieving 'economic resilience, technological leadership and strategic autonomy.'
The push is explicitly linked to the government's Viksit Bharat vision, which targets a developed-nation status for India and leans on resource security as a prerequisite for advanced manufacturing.
Policy Backdrop
India's critical minerals diplomacy has been built on a sequence of domestic and international moves since 2019. The government revised the National Mineral Policy that year to open strategic mineral exploration to private and overseas players, and incorporated Khanij Bidesh India Ltd (KABIL) — a public-sector joint venture — to identify and acquire mineral assets abroad.
In 2023, Parliament passed the Mines and Minerals (Development and Regulation) Amendment Act, creating a dedicated category and an expedited auction route for 30 critical minerals, a list that formally includes lithium, cobalt, rare earths and copper. India also joined the Mineral Security Partnership (MSP), a US-led grouping of like-minded nations aimed at diversifying supply chains away from concentrated sources — a clear reference to China's dominant position in rare-earth processing.
The strategy sits within the broader Atmanirbhar Bharat framework, which ties resource security directly to India's ambitions in battery manufacturing, electronics and defence production.
Stakeholders and Impact
The sectors with the most direct stake in this policy are electric vehicle manufacturers, renewable energy firms and the defence industry, all of which depend on uninterrupted access to the minerals in question. A resilient, diversified supply chain reduces the risk of price shocks or geopolitical disruptions that have historically constrained India's manufacturing scale-up.
State-backed overseas acquisitions through KABIL, combined with new bilateral agreements, are designed to give Indian industry a degree of supply certainty that purely market-driven procurement cannot guarantee. The 35 countries cited by the Minister — 24 with active partnerships and 11 under discussion — represent a significant widening of India's mineral diplomacy footprint.
What's Next
Upcoming critical mineral block auctions by state governments will be an early test of whether domestic regulatory reforms translate into actionable exploration activity. On the international front, any new memoranda of understanding signed during bilateral state visits or multilateral energy forums will indicate the pace at which the 11 ongoing discussions convert into formal partnerships.
As India accelerates its clean-energy transition and defence indigenisation, the breadth and depth of these mineral partnerships will increasingly determine the country's capacity to meet its own industrial targets — making critical minerals a strategic variable as consequential as oil once was.