2025-06-26Niranjan Ghatule
CLSA’s latest report highlights how China’s ongoing restrictions on rare earth magnet supplies could impact the global auto sector, especially electric vehicle (EV) makers and related suppliers. This article breaks down the report’s insights, assesses the potential risks for companies like Bajaj Auto and Sona BLW, and includes market expert Dharmesh’s take on investment opportunities in the auto
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2025-06-09Niranjan Ghatule
China’s rare earth export restrictions are causing major disruptions across global industries, especially in India’s auto and EV sectors. IRL CMD Sarda Bushin Moanti explains the strategic impact, India’s domestic rare earth capacity, and the urgent need for policy support like a PLI scheme.
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2025-06-05Niranjan Ghatule
China’s tightening regulations on rare earth magnet exports have sparked global concerns, especially for the EV industry. Indian automakers like Bajaj Auto and TVS warn of production halts if the issue continues. Here's a detailed look at the crisis.
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2025-05-29Niranjan Ghatule
This article explores the critical impact of China’s export restrictions on rare earth magnets and how it threatens to disrupt India’s rapidly growing automobile industry, especially the electric vehicle sector. Understand the supply chain challenges, government responses, and the potential economic consequences for India.
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