India’s Rare Earth Reckoning
As rare earth shortages disrupt global manufacturing, India’s auto sector is feeling the crunch. In this episode of The Morning Brief, hosts Anirban Chowdhury and Shally Seth Mohile speak with Ankit Somani (Co-founder, Conifer), Hemal Thakkar (Senior Practice Leader and Director, Crisil Intelligence), and Vinnie Mehta (Director General, ACMA) to unpack how China’s tightening grip on rare earth exports is sending shockwaves through India’s auto sector. With restrictions on critical elements and magnets used in EVs, defense, and electronics, Indian supply chains are strained…
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