Скачать или смотреть India’s Auto Industry Nearly Derailed by a China Disruption

India’s automobile manufacturing industry narrowly escaped a production freeze after China imposed sudden export curbs on rare earth magnets—vital components in both EVs and traditional cars. While imports have tentatively resumed following government-issued end-use certificates, fears of future bottlenecks persist. With over 90% of global rare earth processing controlled by China, the auto sector’s reliance has turned into a geopolitical flashpoint. Top Indian automakers like Maruti, Tata, and Mahindra raised red flags, warning that even a tiny missing part could paralyze production. Can India secure a stable magnet supply—or will this become the industry's next big disruption?

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