India’s clean energy ambitions hinge on far more than just lithium and gigafactories. As the country races to electrify, a new digital backbone in the form of a battery Aadhaar ID system could make a significant difference to the outcomes we achieve.
3 min read23 Oct 2025Amid a global scramble for rare earths, India needs to invest in extracting these from used contraptions. A PLI programme has been proposed for it, but a subsidy aimed at R&D for the tech enablers we’ll require to make a go of it could help
2 min read23 Oct 2025The lithium market may be entering uncharted territory as Trump pushes for a larger government role in developing US capacity. In a boom-and-bust sector like this, greater state intervention could hit miners, EVs, batteries, and global supply chains in unpredictable ways.
3 min read28 Sep 2025We should sharpen our approach and take finely focused measures to keep India’s goal of 30% EV penetration by 2030 within reach. Here is how we could go about it.
4 min read7 Sep 2025The rally in shares of lithium producers has run too hard, too fast, analysts say, as there remains a lot the market doesn’t know about how future lithium output may be affected in China.
1 min read12 Aug 2025State-run NLC is in talks for a lithium deal in Africa. This will add to the mineral securing efforts of KABIL. Yet, India’s strategic acquisitions overseas need a much more powerful vehicle that can draw upon the entire public sector’s resource base.
3 min read15 Jul 2025India is ramping up infrastructure in Jammu & Kashmir with dual-use roads, railways, waterways, and hydro projects to support both civilians and the military. A renewed push to tap lithium reserves in Reasi includes plans to auction two new blocks by 2025.
5 min read15 May 2025The draft Mineral (Auction) Second Amendment Rules, 2025 includes provisions to levy penalties as a percentage of the performance guarantee–paid by successful bidders to states–for delaying the exploration activity beyond four months after getting the contract.
4 min read13 May 2025Policies are in place but headway needs to be made. Amid a global scramble, the country should work towards a resilient circular supply chain for highly sought-after inputs—especially rare earths.
4 min read22 Apr 2025While India ranks third in the world for rare earth reserves, the US holds the seventh position.
10 min read24 Mar 2025The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared