China’s rare earth curbs: 10 Indian stocks that could feel the heat
Published on: Oct. 16, 2025, 11:34 a.m. | Source: The Economic Times
China, which controls roughly 49% of the world’s rare earth reserves, 69% of mining output, and 90% of refining capacity, has tightened its grip on global supply. Under new export rules, even products containing as little as 0.1% of Chinese-sourced rare earths will now require government approval—a move that could ripple through India’s fast-growing EV, electronics, and renewable energy sectors.Here are 10 Indian companies that could feel the heat if the rare earth squeeze persists, according to brokerage Ventura. In the Line of Fire
