Rare Earth Elements (REE)-China’s Grip, India’s Strategy, and the Arctic Frontier

Published: Oct 21, 2025

RESOURCES
Rare Earth Elements (REE)-China’s Grip, India’s Strategy, and the Arctic Frontier

Shonkinite (Mountain Pass Alkaline Suite, Mesoproterozoic, 1.40-1.41 Ga; Mountain Pass Rare Earth Element District, California, USA)

Photo courtesy: James St. John  | https://www.flickr.com/photos/jsjgeology/25992130851/in/photostream/lightbox/

Abstract: China recently announced restrictions on the export of seven rare earth elements (REEs), soon after US President Donald Trump decided to impose tariffs. As the world's dominant supplier—responsible for over 85 to 90 per cent of rare earth processing (Jayadevan, 2025)—this decision has raised alarms across the tech, defence, and energy sectors worldwide. But why do these obscure-sounding minerals matter so much? What gives China such leverage? And how is a country like India preparing to shield itself from these vulnerabilities? This article explores the growing significance of Rare Earth Elements (REEs), their global supply dynamics, and how India is navigating the evolving geopolitical landscape to secure its future.