India Must Now have to Invest in Mineral Refining plus dedicated Incentive scheme :)
India imports every gram of its lithium, cobalt and nickel. To fix that, Modi signed mineral deals this year with Australia, Canada, Indonesia and Argentina
On paper, the supply map looks much wider now But sourcing ore is only the first step. China processes 90 % of global rare earths, 68% of nickel and 65% of lithium chemicals.
So even if Indian companies dig rock out of Australian or Argentine ground, that rock still needs to travel to a Chinese refinery to become battery-grade material.
India has almost no refining capacity of its own. Without domestic processing plants, these deals do not break the China dependency - they just make the supply chain longer while the chokepoint stays the same.
The one area where the deals clearly work is uranium. India runs 24 nuclear reactors producing under 9 gigawatts, a fraction of its 100 gigawatt target by 2047.
Domestic uranium is scarce, so every new reactor order depends on guaranteed foreign fuel, Two deals now cover that gap. Canada Cameco will ship roughly 22 million pounds of uranium through 2035, a contract worth about 1.9 billion dollars.
Australia, which holds 28% of the world uranium reserves, opened its supply through the July 2026 Melbourne deal. No country builds nuclear plants without knowing where decades of fuel will come from.
These two contracts remove that uncertainty and clear a real bottleneck. With steady fuel locked in, India can actually scale clean nuclear power and reduce its exposure to Middle East oil supply shocks.
Uranium is different from lithium or nickel because the fuel goes straight into a reactor, there is no Chinese refinery sitting in the middle of the chain.
The Indonesia nickel deal is interesting for a different reason - timing. Indonesia holds 42% of global nickel reserves and banned raw ore exports years ago to force processing at home.
Chinese companies invested over 65 billion dollars and now control about 75% of Indonesian nickel refining. But Jakarta recently cut production quotas and Chinese business chambers have complained publicly about the policy shifts.
Indonesia actively wants alternatives to reduce its own dependence on Chinese capital. India is walking into that opening. The question is what India does with the access, if it ships Indonesian nickel to Chinese converters, the deal changes the origin label but not the dependency.
National Critical Mineral Mission shows the government understands this gap. It has already auctioned dozens of exploration blocks, set targets covering 15 minerals by 2031, and earmarked billions of rupees.
Recycling incentives are moving too. But auctions and MoUs are upstream activity - digging and exploring.
The hard part is midstream: building the smelters, refineries and chemical conversion plants that turn ore into usable material. That requires capital, technology and years of construction.
Right now, partners in Australia, Canada and Indonesia can deliver ore far faster than India can convert it
So the picture splits into two parts. Uranium deals are a clear, immediate win because the supply goes directly into reactors with no refining middleman.
Everything else - nickel, lithium, cobalt, rare earths - remains incomplete until India builds its own processing infrastructure.
The upstream deals buy time and diversify where the rock comes from, but the finished product still routes through China.
Whether this mineral push actually lowers dependence or just reshuffles it depends entirely on how fast India stands up domestic refining. The deals are necessary, but they are not sufficient on their own.
https://t.co/nhXzduVIE3
China's rise was built not only in factories, but in classrooms, laboratories, and universities.
Decades of sustained investment in education, skills, and applied research laid the foundation for China's manufacturing strength and technological leadership.
As Arvind Yelery notes, China's education spending has remained around 4% of GDP over the past decade, rising in absolute terms from $400 billion in 2015 to $780 billion in 2025.
Education policy is industrial policy, and ultimately, geopolitical strategy.
Read the full article: https://t.co/B8PItUQOiz
India doesn’t have a political problem. It has a societal problem.
When lying to save face is accepted-or even encouraged-it becomes a habit. Over time, people learn to present one face in public and another in private.
A society that normalizes this gradually erodes trust, and without trust, institutions, relationships, and progress all suffer.
जो मैं पिछले पांच साल से कह रहा हूं, आज हमारे सनातन धर्म के सर्वोच्च गुरु शंकराचार्यजी ने भी उस पर मुहर लगा दी है। चक्रवर्ती सम्राट भरत के पौरुष को सोखकर भारत माता की अवधारणा गढ़ने वालों ने इस राष्ट्र के साथ बहुत बड़ा धोखा किया है।
@NewsLeaderLive संघी मानते हैं कि भारत माता मुसलमानों की भी देवी है। जबकि भारत एक देश है जो कि भरत के नाम पर है नाकि किसी माता के नाम पर। RSS वाले ढोंगी और अनपढ़ हैं।
This is a bitter pill for social democrats. Free college in Europe has completely distorted their labor markets.
The European nations that have done relatively better are the ones with a robust private sector for vocational education.
@think_in_points Many people don't invest their salary because they don't work as employee. Many people invest their rental income, agricultural income or inheritance.
One of the most important things I learnt in Germany apart from getting them to be self-sufficient. Most days the kid is in bed at 7:30, latest 8. Most people, family included, find it bizarre but it’s a rule we stick to unless there’s a special occasion.
Heartbreaking story of 2.5-year-old Dilroz (Diljot):
This innocent little girl was the beloved youngest child of her family, adored by everyone.
A jealous, divorced neighbor named Neelam lured her away on a scooter with the promise of a fun ride. She took her to a deserted wasteland, brutally hit her with a brick, stuffed mud in her crying mouth, and buried her alive.
The family & police traced the monster via CCTV within hours, but it was too late. Dilroz suffocated in that shallow pit.
The court called it a “rarest of rare” case of pure malice and sentenced Neelam to death by hanging, Neelam has appealed in the high court to overturn the decision.
@GemsofAcademia Kshatriya and Vaishya varna can wear janeu, as per old shastras. MKG qualifies both by birth and occupation.
Arya samaj allows all castes.
It is unique to India that children sleep as late as 10-11 pm. Kids in the western world are on the bed at 8 - 8:30 pm. So they are able to complete their sleep requirements & make it to school on time. Kids bodies release HGH during deep sleep cycles usually around 10 pm - 2 am.
India can return to 8–9% real GDP growth.
For that, structural reforms that lower the cost of doing business and the cost of financing are necessary. Specifically, judicial, bureaucratic and reforms to reform all the factors of production (land, labour, capital, energy) are key.
My interview with @PTI_News@ETBFSI@EconomicTimes@Business_Line_@Bijaysinghacj@narendramodi@PMOIndia
https://t.co/qIvWAdEvk7
https://t.co/GPrHyub1tn
#IndiaGrowth #EconomicReforms #ViksitBharat
@ManUtd__007@GemsofAcademia@dpradhanbjp Neither IISc students rep or Sonam canvassed to vote against anybody. It is normal to write coherently about a public issue affecting fellow students. Why didn't all political groups/sycophants write a table of mass problems and solutions, in months?
@raj17harsh@GemsofAcademia@dpradhanbjp It is normal for public figures to meet diverse ideology proponents to understand. They sometimes talk about possibilities that public can recourse to. Fake content was shared to malign. If u have evidence of any harm/crime, then file a FIR, sue, win a judgement & share.
It's nonsensical how Indians celebrate success in college entrance exams more than accomplishments in research. It tells you why researchers struggle. It also tells you how the ruling class has diverted our attention by glorifying a meaningless rat race to hide systemic failures.
The Hindi word for job comes from the word for servant, and the Indian office still runs on the original definition. Language frames the relationship: a malik grants leave rather than approving it, and asking for a raise feels like insolence rather than negotiation because the grammar casts it as a favour sought from above. Employees petition whereas our Indian vocabulary says they serve.
WE SAW IT IN ODISHA: THE PLAYBOOK NOW UNFOLDING IN KARNATAKA
Dear friends at @KA_HomeBuyers and fellow homebuyers across Karnataka,
What you are witnessing with the Karnataka Apartment Bill draft is not new. We in #Odisha lived through this exact sequence, stage by stage, until Odisha became the first state in the country to enact a fully RERA-compliant Apartment Ownership and Management Act in 2023.
1️⃣THE ERA OF DELIBERATE NEGLECT (1972–2016)
For decades, buyers believed builders knew the law and authorities would enforce it. An older, perfectly usable statute lay dormant because the government never appointed a “Competent Authority”. It was a simple, effective trick and it worked flawlessly for nearly 45 years.
2️⃣THE RERA AWAKENING (2017)
Enactment of the RE(R&D)Act in 2016-17 changed everything. Buyers suddenly started asking questions about title transfers, registration of Association, Declaration, common amenities and common area ownership. Accountability was no longer optional.
3️⃣THE POLITICAL PROMISE PHASE
Faced with this awakening, every political party in 2023 promptly added “Apartment law” to its election manifesto. Politicians knew the game perfectly well.
4️⃣THE CONVENIENT REDISCOVERY
The new elected government suddenly discovered the “merits” of the long forgotten old law. Overnight, those dormant clauses became the centrepiece of official defence in courts and in public statements.
And of course, fringe elements were fielded to challenge the validity of a KAOA and title transfer.
5️⃣THE DELAY TACTICS (SINCE 2024)
When sustained public pressure made a new law unavoidable, the familiar lines appeared on cue:
“We will look into it.” and “We are in the process of drafting…”
Each phrase bought time. The objective had quietly changed: from blocking the law TO delaying its implementation for as long as possible.
6️⃣DEVELOPERS’ STRATEGIC SILENCE
Have you noticed the complete silence from real estate developers throughout this commotion. They do not make noise. In this game, invisibility (but present) is the sharpest weapon.
💯KARNATAKA, THIS IS WHERE YOU STAND TODAY........from now on.....
7️⃣Govt. STRATEGY
The current draft contains provisions that deliberately contradict core RERA requirements (especially Section 17 on transfer of common areas), OC, SBUA, Separate Parcel. Those who drafted it know these contradictions will invite court challenges, challenges that will consume years.
8️⃣THE FUTURE CHAPTERS OF DELAY
Even if the draft is corrected under public pressure, the next acts are already scripted:
Cabinet approval ➡️ Introduction in Assembly ➡️ Withdrawal after discussion ➡️ Constitution of a Committee ➡️ Re-introduction
And then, showing extreme urgency: Ordinance versus full Assembly route
But in all this, you will definitely get the new Apartment law in the state before 2028, the next state election....they understand your desperation very well by now.
Each stage is carefully designed to gift the industry a few more years of comfortable lawlessness.
9️⃣ODISHA HAS ALREADY LIVED THIS SCRIPT
#Odisha has passed through every single one of these phases.
Homebuyers had to file 4 writs in the HC and 2 appeals in the SC before the Act was finally enacted.
Even today, multiple PILs are pending to stop the government from diluting the hard won provisions through amendments and “office order” notifications.
🔟THE STORY NEVER ENDS
The enactment of the law is not the end. It is merely the signal for the next round of dilution attempts.
👬To my brothers and sisters in Karnataka,
Your patience must be strategic and your fire must stay steady. The path is long, but it is not endless. Odisha’s experience proves that sustained, informed and united advocacy eventually forces the balance towards transparency and accountability.
The script is old. The ending is still being written by those who refuse to look away.
With solidarity,
From someone who has seen this story before. -Bimalendu Pradhan, Odisha-