Supply Chain

Following China's curbs on rare earth metals, India is now searching for other magnet supplies

India is urgently seeking alternative rare earth magnet sources after China's export curbs. This impacts India's EV and electronics sectors, highlighting over-reliance on China. The government is pushing for domestic mining, processing, and diversified international partnerships to build self-reliance in critical minerals.

Two significant threats, Trump and China's Xi, are now jeopardizing Apple's plans in India.

Apple's ambitious India manufacturing expansion faces unexpected obstacles. A potential Trump presidency threatens tariffs on Indian-made iPhones, while China's Xi Jinping is reportedly hindering the transfer of key engineers and equipment to India. These dual pressures complicate Apple's strategy to diversify its supply chain away from China.