Kalpit Uttam

14/11/2025

Unfiltered interview that shows what happened today in Bihar election was predicted earlier.

27/09/2025

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24/09/2025

Trump successfully ended 7 wars and one elevator!

22/09/2025

https://www.linkedin.com/posts/kalpit-uttam-740b53335_politics-vs-pragmatism-h1b-visas-outsourcing-activity-7375941572720357376-aw2p?utm_medium=ios_app&rcm=ACoAAFRagWAButenrdl9YYMaHQdlpS2q-DiBB8c&utm_source=social_share_send&utm_campaign=copy_link

https://lnkd.in/d2wuHjdU

22/09/2025

Man of the match!

21/09/2025

Godrej has delivered the first serial production (D-1) Kaveri Derivative Engine (KDE). More than 50KN thrust

17/09/2025

https://amzn.in/d/8V556sP

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31/08/2025

Enrolled!

21/08/2025

Kudos

20/08/2025

India’s $30B+ Dependence on China & Rare Earths

While India’s visible dependence on China is in electronics, pharma, and energy, the real bottleneck is rare earth minerals — the invisible backbone of modern technology.
• China controls 60–70% of global rare earth production and over 85% of processing capacity.
• Rare earths like neodymium, dysprosium, terbium, and lanthanum are vital for:
• Smartphones & semiconductors
• Wind turbines & EV motors
• Defense systems (missiles, radars, fighter jets)
• Medical equipment & green technologies

Even though India has its own rare earth reserves (3rd largest globally, mainly monazite on coasts), it lacks advanced processing and refining capacity. So India ends up importing refined rare earths and rare-earth-based components from China.

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The Economic Link
• Out of India’s $90B+ imports from China, a substantial share is electronics, solar panels, EV components, and machinery — all of which are rare-earth intensive.
• This hidden dependency means India indirectly relies on China for rare earth supply chains, amplifying the $30B+ vulnerability.

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Strategic Concerns
1. National Security – Defense-grade rare earths are critical for India’s missiles, satellites, and radars.
2. Green Energy – India’s solar and EV push can stall if rare earth supply chains are disrupted.
3. Geopolitics – In any conflict, China could weaponize its rare earth monopoly, just as it did with Japan in 2010.

🔹 India's Over $30B Reliance on Rare Earths and China Rare earth minerals, the unseen backbone of contemporary technology, are the true bottleneck, despite India's apparent reliance on China in the areas of electronics, pharmaceuticals, and energy. • More than 85% of processing capacity and 60....