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The Center on Global Energy Policy (CGEP) at Columbia University SIPA today announced new research on the industrial policies India is pursuing to support its critical minerals industry...
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The Center on Global Energy Policy (CGEP) at Columbia University SIPA today announced new research on the industrial policies India is pursuing to support its critical minerals industry and secure its mineral imports. The research by Zainab Usman and Vivek Shastry argues that India has an opportunity to create a “third way” between China’s model, through which the state exercises market power in critical minerals, and the Western model that seeks secure and diversified sources of supplies.
You can read the commentary here.
“India is implementing an extensive and ambitious strategy to expand its role in critical minerals supply chains around the world. This new research analyzes the policy tools that India is using to encourage mineral exploration, commercialize new technologies, and participate in supply chains,” said Vivek Shastry, associate director of energy for development at CGEP.
“India can serve as an industrial bridge between countries that want to grow and strengthen their critical minerals industries and countries that want to make sure they can securely access critical minerals. Our new commentary articulates policy recommendations India can use to more securely integrate its unique strengths into the global market for critical minerals,” said Zainab Usman, senior research scholar and managing director of international programs at the Energy Opportunity Lab at CGEP.
India’s emerging industrial policy for critical minerals value chains entails more than a dozen regulatory, financial, and trade instruments worth nearly $40 billion, as part of a broader industrialization agenda. The Indian government actively supports multiple stages of minerals value chains, spurs domestic demand for critical minerals, and secures mineral supplies from abroad. The success of its industrial policy, the authors write, depends on its ability to engage with mineral-rich developing economies seeking to build their own productive capabilities and advanced economies furthering mineral security goals. This can be possible through joint ventures, long-term offtake arrangements, technology and skills partnerships, and selective co-investments—to build mutually reinforcing value chains across low- and middle-income producer countries and advanced-economy partners.
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