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India and Brazil Sign Rare-Earths Pact to Build Critical Minerals Supply Chains

The nonbinding framework is designed to reduce reliance on China by coordinating exploration, processing and investment.

Overview

  • Signed in New Delhi during a LulaModi meeting, the nonbinding memorandum creates a cooperation framework rather than detailed project commitments.
  • The scope includes joint exploration, mining, processing and investment across rare earths and other critical minerals such as lithium and niobium.
  • Leaders framed the move as supply‑chain diversification, with Brazil seeking more local value‑addition and India working to curb dependence on China’s dominance.
  • Brazil holds the world’s second‑largest reserves of these minerals, and only about 30% have been explored, according to Indian foreign ministry official P. Kumaran.
  • Companion agreements covered digital policy, access to medicines and a Mazagon Dock pact for Scorpene submarine maintenance, as both sides target bilateral trade above $20 billion in the coming years.