Mint Explainer | Why India's rare earth deal with Brazil matters after Pax Silica

Only a day after India joined Pax Silica, India announced a strategic collaboration with Brazil. What does it mean for India? Mint explains

Sector: Real Infrastructure | Confidence: 98%
Source: https://www.livemint.com/industry/pax-silica-india-brazil-pact-rare-earth-critical-minerals-semiconductors-ev-green-transition-11771741683230.html

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Council (3 models): India's rare earth deal with Brazil marks a strategic shift to diversify supply chains, reducing reliance on China amid its Pax Silica membership. The collaboration accelerates investment in Brazilian mining and Indian semiconductor sectors, reshaping capital flows and labor markets. Financial instruments adapt to support new infrastructure, while demand for specialized talent in rare earth extraction and processing grows. The deal underscores broader trends of resource nationalism and non-Western alliances, altering global supply chain geopolitics. Analysts agree on its strategic significance, though some emphasize geopolitical realignment while others focus on immediate financial and labor impacts.
Cross-sector: Finance, Electronic Labour

  ? What specific rare earth elements and critical minerals are the primary focus of the India-Brazil strategic collaboration?
  ? How does this agreement influence the global market dynamics for rare earths, particularly concerning existing dominant producers and their market share?
  ? What are the projected timelines and investment commitments for developing the extraction, processing, and logistics infrastructure under this India-Brazil pact?

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