China has imposed export restrictions on rare earth minerals and fertilizers, and has recalled specialized Chinese technicians from India, intensifying challenges for New Delhi amid ongoing geopolitical tensions. These measures have exposed India's critical vulnerability due to its heavy reliance on China for rare earth elements, despite India possessing some of the world's largest reserves. The export curbs are viewed as strategic moves by China, underscoring the urgency for India to pursue self-reliance and enhance supply chain resilience, particularly in sectors like electric vehicles and defense. Additionally, the withdrawal of Chinese engineers by Foxconn from India reflects a broader trend of China consolidating its top rare earth and artificial intelligence experts domestically, further complicating global talent dynamics. Analysts emphasize the need for India to recalibrate its strategy, foster homegrown innovation, and strengthen strategic technological partnerships to mitigate these risks amid a fracturing global supply chain environment.
🇺🇸🇨🇳NEW FRONT OPENS IN U.S-CHINA TRADE WAR - TALENT Foxconn has ordered hundreds of Chinese engineers in India to return home, and Beijing's locking down its top tech talent like state secrets. China’s now building a literal who’s who of rare-earth and AI experts, and blocking https://t.co/2L3UlNt4wF https://t.co/Ay4pO7WHQC
1973 redux? How China's rare-earth curbs could power India's own Japanese breakout moment - India holds some of the world’s largest rare-earth reserves, yet depends heavily on China for it - Which is a pity because rare earths are critical for EVs and other key applications in https://t.co/e5UcRA4ROs
Breakingviews - War for Chinese talent is next trade flashpoint https://t.co/va9dYqQI7o https://t.co/va9dYqQI7o