The foundation of the modern world, from the green energy transition to advanced defence systems, rests on a set of seventeen indispensable rare earth elements (REEs).

As global powers vie for technological supremacy, China has established a near-monopoly over the entire REE value chain, wielding this dominance as a potent tool of economic statecraft and creating critical vulnerabilities for the rest of the world. This e-book from The Hindu provides a deep dive into this complex arena, detailing the geopolitical landscape and charting a strategic future for India.

Rare earths: India’s strategic statecraftunpacks the central paradox of India’s position: a nation possessing the world’s fifth-largest REE reserves yet contributing less than 1% to global output. The book dissects how the historical focus on nuclear energy has created a “Thorium Trap,” leaving the state-owned Indian Rare Earths Limited (IREL) unable to fully capitalise on these strategic assets.

Recognising the formidable challenge of India’s ambition for self-reliance, the e-book advocates a pragmatic, multi-pronged strategy for an integrated ecosystem. This includes building a critical minimum capacity for defence and creating strategic reserves, while simultaneously forging new partnerships to secure technological sovereignty against a backdrop of escalating global geopolitics. To pave the way towards the ultimate “mines to magnets” ecosystem, it also stresses the need to evaluate game-changing alternatives like Iron Nitride magnets and “urban mining.”

This is an essential read for anyone seeking to understand the intersection of technology, industry, and geopolitics. It is also for every citizen invested in India’s technological future.

What’s inside:

Introduction, by M. Kalyanaraman

Section 1

A deep dive into precious minerals, by R. Chandra Mouli

When geology meets strategy, by Dinesh C. Sharma

The new blood diamonds, by Jayant Shilanjan Mundhra

How India’s defence plans hinge on rare earths, by R. Chandra Mouli

Rare earths enabling new warfare: Why supply chain resilience is a defence deterrent, by Apoorba Banerjee

Section 2

India’s rare earth dependency and the missing middle, by Kalyan Mangalapalli

The sleeping giant: A critical appraisal of IREL, by Jayant Shilanjan Mundhra

Powering rare earths production in the private sector, by R. Chandra Mouli

Auto firms bag incentives for indigenising EV manufacturing with rare earths, by R. Chandra Mouli

Section 3

Futuristic rare earths and why India must prioritise them, by Apoorba Banerjee

Beyond China, why India should still ‘Look East’, by Apoorba Banerjee

Can India power ahead without rare earths? by Pradeep Indrakanthi

REE-Cycle: The road not taken? byPradeep Indrakanthi

Could iron nitride be the game-changer for India? by Kunal Goyal

The road ahead, by Dinesh C. Sharma

Please find the links & content of the e-book on Rare earths here –

To download a sample of the e-book: https://newsth.live/RareEarths_Sample

To read the e-book, subscribe here: https://www.thehindu.com/premium/ebook/


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