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Enhancing India's Energy Security and Access to Critical Minerals:…
Enhancing India's Energy Security and Access to Critical Minerals: Policy Options in an Era of Geopolitical Uncertainty
Issue
Geopolitical uncertainties
Closure of Strait of Hormuz, disruptions in Red Sea threaten supply security
Changing South South Alliances
Geographical Concentration of miining and refining in China
India’s vulnerability in energy (crude oil, natural gas) and critical minerals supply chain
Who is affected?
India’s economy, industries (energy, auto, electronics, defence, renewables), and consumers.
Key sectors dependent on critical minerals and energy.
What is changing?
Global energy transition – decarbonisation, EVs, renewable energy, technology shifts.
Rising demand for critical minerals (lithium, cobalt, nickel, graphite, rare earths) for batteries, EVs, electronics, defence, renewables.
What will the research examine?
Approaches to strengthen India’s energy security while ensuring reliable access to critical minerals in an uncertain geopolitical environment.
Impact of recent geopolitical events
Vulnerabilities in energy & critical mineral supply chains
Integrated policy options for resilience
Who will use the findings:
Government of India (Ministries: Power, Petroleum & Natural Gas, Mines, External Affairs, New & Renewable Energy, Commerce, Defence)
Public Sector Undertakings (IOC, ONGC, GAIL, NTPC, NMDC, HCL, IREL, MEC[L], etc.)
Why integrate energy and critical-mineral strategy?
Clean energy transition links energy security with mineral security (e.g., batteries, semiconductors).
Treating both together enables a more resilient and future-ready policy framework.