Follow us
Magnets of Disruption: How China’s Grip on Rare Earths Is Stalling India’s EV Dreams
As China tightens its grip on rare earth exports, Indian automakers risk delayed launches, disrupted festive season production and a recalibration of their electrification timelines.
By Prerna Lidhoo
12608 Views
They lack the sleek appeal of a scooter's body panel or the obvious presence of its touchscreen dashboard. But rare-earth magnets—small, dense, and tucked away deep inside electric motors—are what give EVs their zip, silence, and efficiency. For years, Indian electric vehicle makers barely gave them a second thought, as supplies quietly flowed in from abroad. But a slow-burning overdependence on China has turned these unassuming components into a strategic headache.
At EV-focused firms like Ather Energy, Bajaj Auto, Tata Motors and TVS Motor, conversations once dominated by battery costs and design upgrades are now circling around a new ...
RELATED ARTICLES
How One Tax Cut Fuelled Every Car Maker Except MG Motor
Anurag Chaturvedi
04 May 2026
For the one OEM built around EVs, the competitive equation changed without its own pricing moving by a rupee.
How a Single GST Cut Shifted India's Car Market Out of Neutral
Anurag Chaturvedi
04 May 2026
Five million passenger vehicles were never a supply problem. One rate reform proved it was always about price.
The Wages of Survival: The Hidden Cost of the Noida and Manesar Protests
Anurag Chaturvedi
01 May 2026
The Noida and Manesar worker unrest has its roots in two older inconsistencies, one of productivity and one of communica...
