India’s ability to balance openness with resilience positions it not merely as a beneficiary of new supply chains but as an active architect of the emerging resource order. Representational image
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Firstpost01-02-2026, 13:48

India Transforms Mineral Scarcity into Global Supply Chain Powerhouse

  • India is strategically converting its resource scarcity into leverage, actively shaping a rules-based, diversified global supply chain for critical minerals.
  • India joined the US-led Pax-Silica initiative, unveiled by Donald Trump on December 11, 2025, which aims to secure resilient supply chains for AI, energy, critical minerals, and advanced manufacturing.
  • The US recognizes India as a key player, with Ambassador Sergio Gor inviting India to Pax-Silica, marking a historic milestone for supply chain resilience.
  • External Affairs Minister S Jaishankar's 'multi-alignment' strategy emphasizes working with diverse partners to secure supply chains and advocate for the Global South.
  • India's domestic policy recalibration focuses on selective capacity building in critical areas like mineral processing and clean energy manufacturing, complementing international partnerships.

Why It Matters: India is strategically leveraging diplomacy and domestic policy to become a key architect of the global critical minerals supply chain.

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