# critical minerals

Type: Product

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/critical-minerals-product
Canonical HTML page: https://getsupplybrief.com/entity/critical-minerals-product

## Timeline

- **2030-12-31**: Target Deadline — Goal to reach $30 billion in annual bilateral trade.
- **2027**: Full Operational Scale — Target timeframe for the expanded facilities to reach maximum processing throughput.
- **2026-Q3**: Infrastructure Upgrades — Anticipated period for the installation of new chromatography and refining equipment.
- **2026-03-06**: Capacity Expansion Announced — AREM announces significant scaling of its domestic REE and critical mineral processing facilities.
- **2026-02-26**: Official Visit Begins — PM Carney arrives in India for a 10-day tour focusing on trade and energy.
- **2026-02-21**: Pact Signing — India and Brazil sign critical minerals agreement and revise trade targets.
- **2026-02-18**: State Visit Begins — President Lula arrives in India for a five-day visit with a massive business delegation.
- **2025**: Diplomatic Strain — Bilateral relations reach a low point under the Trudeau administration.
- **2025**: G7 Summit Reset — PM Modi and PM Carney meet to initiate a diplomatic and economic reset.
- **2025-10**: Groundwork Phase — Five months of intensive diplomatic efforts to align trade and security interests.
- **2024**: Trade Baseline — Bilateral trade reaches $12 billion milestone.

## Recent coverage (6 stories)

### India-Japan Pact Targets 5 Sectors to Forge China-Proof Supply Chains
2026-07-04 09:29:43 · Sentiment: Bullish · Impact: 6/10 · Sources: 2

The India-Japan joint declaration directly addresses supply chain vulnerabilities by focusing on semiconductors, critical minerals, and clean energy. The pact explicitly counters non‑market practices and export restrictions, aiming to build resilient, diversified supply networks among like‑minded partners.
Full story: https://getsupplybrief.com/story/india-japan-5-sector-supply-chain-pact

### India-US Chip Partnership Leans on Private Sector for 4 Key Tech Areas
2026-06-28 00:24:39 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

India and the U.S. are pivoting to private sector-led execution in AI, semiconductors, quantum tech, and critical minerals, aiming to build a trusted global supply chain outside East Asia.
Full story: https://getsupplybrief.com/story/india-us-supply-chain-private-sector-tech

### American Resources Expands REE Processing for Domestic Circular Supply Chain
2026-03-06 14:44:23 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

American Resources Corporation's subsidiary, American Resource Electrified Materials, has announced a significant expansion of its processing capacity to bolster the domestic circular supply chain for rare earth elements and critical minerals.
Full story: https://getsupplybrief.com/story/american-resources-expands-ree-processing-capacity

### India-Canada Trade Reset: Carney Visit to Secure Critical Mineral Supply Chains
2026-02-24 02:26:33 · Sentiment: Bullish · Impact: 6/10 · Sources: 2

Canadian Prime Minister Mark Carney's upcoming 10-day visit to India marks a definitive 'reset' in bilateral relations, focusing on supply chain diversification and critical minerals. The visit aims to move past previous diplomatic tensions to establish long-term strategic partnerships in energy, aerospace, and defense.
Full story: https://getsupplybrief.com/story/india-canada-trade-reset-carney-visit-2026

### India and Brazil Ink Critical Minerals Pact, Set $30B Trade Target for 2030
2026-02-22 02:36:42 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

India and Brazil have significantly upgraded their economic partnership, revising bilateral trade targets to $30 billion by 2030 while signing a landmark agreement on critical minerals and rare earths. The deal aims to secure high-tech supply chains and reduce reliance on third-party nations for essential manufacturing inputs.
Full story: https://getsupplybrief.com/story/india-brazil-critical-minerals-trade-target-2030

### India’s Urban Mining Pivot: Securing Critical Minerals from E-Waste
2026-02-19 10:42:17 · Sentiment: Bullish · Impact: 7/10 · Sources: 4

India is aggressively scaling high-tech e-waste recycling infrastructure to extract critical minerals like lithium and cobalt from discarded batteries. This strategic shift aims to reduce geopolitical import dependency and secure domestic supply chains for the electric vehicle and semiconductor sectors.
Full story: https://getsupplybrief.com/story/india-e-waste-critical-minerals-supply-chain

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