INTEGRATED MAINS AND PRELIMS MENTORSHIP (IMPM) KEY (17/10/2025)

INTEGRATED MAINS AND PRELIMS MENTORSHIP (IMPM) 2025 Daily KEY

 
 
 
 
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 Finance Commission (FC) and Carbon Border Adjustment Mechanism (CBAM) its significance for the UPSC Exam? Why are topics like World Trade Organization (WTO),rare earth minerals important for both preliminary and main exams? Discover more insights in the UPSC Exam Notes for October 17, 2025

 
 
 

Restoring fiscal space for the States

For Preliminary Examination:  Current events of national and international Significance

For Mains Examination: GS III - Economy

Context:

The journey of Goods and Services Tax (GST) implementation has entered a major new stage with the latest restructuring of tax slabs, a move expected to pass on over ₹2 lakh crore in tax benefits to consumers. With this, the GST compensation cess stands abolished as it merges with the regular tax, marking the end of an era of compensation under GST

Read about:

Goods and Services Tax (GST)

Finance Commission (FC)

 

Key takeaways:

 

  • The implementation of the Goods and Services Tax (GST) in India has entered a significant new phase with the recent overhaul of its tax slabs — a reform expected to deliver tax benefits worth over ₹2 lakh crore to consumers.
  • This restructuring also marks the discontinuation of the GST compensation cess, which is now integrated into the standard tax system, effectively ending the compensation regime.
  • The move is anticipated to stimulate domestic demand and, through higher consumption, offset potential revenue losses.
  • However, several States have expressed dissatisfaction, arguing that the Centre has not accurately estimated the magnitude of the loss, which they fear could be substantially greater than projected. Their demand for continued compensation has, therefore, gone unaddressed.
  • While earlier studies indicate that GST implementation benefited most States through generous compensation provisions, the post-compensation phase is likely to trigger fiscal concerns. The Centre’s ability to impose cesses and surcharges gives it a degree of fiscal control over States.
  • Moreover, since the advent of GST has transferred a substantial portion of taxation authority from States to the GST Council—where the Centre holds a decisive role—there is growing advocacy for revisiting fiscal federalism to reinforce the principle of cooperative federalism.
  • India’s fiscal policy, particularly concerning the sharing of revenue between the Union and the States, continues to evolve. Article 246 of the Constitution delineates taxation powers between the Union and the States through the Union and State Lists, with residuary powers vested in the Centre.
  • Utilizing these powers, Parliament enacted the 92nd and subsequently the 101st Constitutional Amendments, introducing Service Tax and later, in July 2017, implementing GST.
  • For the first time, GST established a destination-based tax structure, enabling both the Centre and the States to share a unified tax base. However, this shift has led to reduced fiscal autonomy for States, as decision-making now lies largely within the GST Council, where the Centre’s influence is dominant.
  • Given India’s multi-level system of governance, fiscal asymmetry naturally arises between resource allocation and expenditure responsibilities. Typically, revenue-raising powers are centralized to ensure efficiency, while spending responsibilities are decentralized for better accountability and service delivery.
  • To balance these disparities, mechanisms for fiscal transfers and redistribution are employed—requiring continuous adaptation in response to evolving fiscal realities.
  • The constitutional framework governing Centre–State financial relations is outlined in Articles 268 to 293. The Finance Commission (FC), constituted under Article 280, is tasked with determining the distribution of resources among States.
  • Nonetheless, certain States have voiced concerns that the FC’s criteria for tax devolution tend to disadvantage more progressive States. They also point to inconsistencies in the parameters and weightages adopted across successive Commissions.
  • In addition to Finance Commission transfers, States receive funds through Centrally Sponsored Schemes (CSS), Central Sector Schemes, and previously through Planning Commission grants—discontinued after the Commission’s dissolution in 2014.
  • While Article 275 provides for statutory grants recommended by the Finance Commission, Article 282 empowers the Union to make discretionary grants. However, some States allege that these financial flows lack fairness and transparency

 

Follow Up Question

Mains

1.“The post-compensation phase of the Goods and Services Tax (GST) has reignited debates on fiscal federalism in India.”
Discuss the implications of the GST restructuring and the abolition of the compensation cess on Centre-State financial relations. How can the principle of cooperative federalism be strengthened in the evolving fiscal landscape?

 

Note: This is just a model answer and a Model Structure model
 
  • Introduction:

    • Briefly explain GST and the concept of compensation to States.

    • Mention the recent restructuring and abolition of the compensation cess.

  • Body:

    • (a) Implications of GST restructuring:

      • Fiscal autonomy of States reduced.

      • Revenue uncertainty post-compensation period.

      • Greater central control via cess/surcharge mechanisms.

    • (b) Impact on fiscal federalism:

      • Shift of taxation power to GST Council dominated by the Centre.

      • Concerns over equitable tax sharing and transparency in transfers.

      • Emerging friction between Centre and States on resource allocation.

    • (c) Challenges in current framework:

      • Design asymmetry between revenue powers and expenditure responsibilities.

      • Limited fiscal space for States despite rising welfare demands.

  • Way Forward:

    • Strengthen GST Council’s cooperative decision-making.

    • Review Finance Commission’s devolution formula.

    • Enhance transparency in central grants (Articles 275 & 282).

    • Institutionalize periodic review of fiscal arrangements.

  • Conclusion:

    • Reiterate the need to realign fiscal federalism with the spirit of the Constitution—balancing efficiency with State autonomy.

Introduction

The Goods and Services Tax (GST), introduced in 2017 through the 101st Constitutional Amendment, aimed to unify India’s indirect taxation system and promote economic integration. To compensate States for potential revenue losses, a five-year compensation mechanism funded by a cess was introduced. With the recent restructuring of GST slabs and the abolition of the compensation cess, the system has entered a new phase, sparking debates on fiscal federalism and Centre-State financial relations.

Body

(a) Implications of the new GST phase:

  • The abolition of the compensation cess has heightened revenue uncertainty for States, particularly those with narrow tax bases.

  • Central dominance in the GST Council and the continued use of cesses and surcharges outside the divisible pool have further constrained State fiscal autonomy.

  • The shift of taxation powers from States to the GST Council has weakened their independent revenue-raising capacity.

(b) Impact on fiscal federalism:

  • The evolving tax framework has created an asymmetry—revenue collection is centralized while expenditure responsibilities are decentralized.

  • Some States contend that Finance Commission devolution criteria and central grants under Articles 275 and 282 are not transparent or equitable.

  • This has reignited calls for revisiting fiscal transfers to ensure a balanced sharing of resources and responsibilities.

(c) Strengthening cooperative federalism:

  • Ensure consensus-based decision-making within the GST Council.

  • Rationalize cesses and surcharges to expand the divisible pool.

  • Enhance fiscal flexibility and borrowing powers of States.

  • Review Finance Commission criteria for equitable resource distribution.

Conclusion

The post-compensation GST regime represents a crucial test of India’s fiscal federal structure. To uphold the spirit of cooperative federalism, India must rebalance fiscal powers, enhance transparency in resource sharing, and strengthen institutional mechanisms like the GST Council and Finance Commission to promote both efficiency and equity in Centre-State relations

 
Prelims
 
1.With reference to the Finance Commission of India, which of the following statements is correct? (UPSC 2011)
A. It encourages the inflow of foreign capital for infrastructure development.
B. It facilitates the proper distribution of finances among the Public Sector Undertaking.
C. It ensures transparency in financial administration.
D. None of the statements (a), (b), and (c) given above is correct in this context.
 
Answer (D)
 

The Finance Commission of India is a constitutional body established under Article 280 of the Indian Constitution. Its primary function is to recommend how the net proceeds of taxes should be distributed between the Union and the States, and among the States themselves.

Its key responsibilities include:

  • Determining the vertical devolution (Centre–State tax sharing).

  • Recommending grants-in-aid to the States under Article 275.

  • Suggesting measures to improve the financial position of the States.

Now, analyzing each option:

  • (a) Encourages inflow of foreign capital for infrastructure development — This is not a function of the Finance Commission; it pertains to economic policy, not fiscal transfers.

  • (b) Facilitates the proper distribution of finances among PSUs — The Finance Commission deals with the distribution of tax revenues between governments, not among Public Sector Undertakings (PSUs).

  • (c) Ensures transparency in financial administration — Although its recommendations may promote fiscal discipline indirectly, ensuring transparency is not its constitutional mandate

Indian iron and steel exporters face the highest CBAM levy

For Preliminary Examination: Current events of national and international Significance

For Mains Examination: GS III - Environment and Ecology

Context:

Indian exporters of iron and steel to EU may have to pay about €301 million (approximately ₹3,000 crore) in Carbon Border Adjustment Mechanism (CBAM) fees, the highest among all countries exporting similar products to the EU, an analysis by European non-profit think-tank Sandberg has found

 

Read about:

 Carbon Border Adjustment Mechanism (CBAM)

Greenhouse gas (GHG) emissions

 

Key takeaways

 

  • The Carbon Border Adjustment Mechanism (CBAM) is a policy tool introduced by the European Union (EU) to address the issue of “carbon leakage” — a situation where industries shift production to countries with weaker climate regulations to avoid the costs of reducing greenhouse gas emissions.
  • Essentially, CBAM ensures that imported goods into the EU face a carbon price equivalent to what EU producers pay under the EU’s Emissions Trading System (ETS).
  • Under the EU’s climate policies, industries within the region are required to purchase carbon credits for every tonne of carbon dioxide they emit. This system creates a financial incentive to adopt cleaner technologies and reduce emissions.
  • However, if foreign producers exporting to the EU are not subject to similar carbon pricing in their home countries, they gain a cost advantage. The CBAM aims to neutralize this imbalance by imposing a carbon tariff on such imports.
  • The mechanism initially covers carbon-intensive sectors such as iron and steel, cement, aluminum, fertilizers, electricity, and hydrogen—areas that are both energy-intensive and highly traded globally. Importers in the EU will need to report the embedded emissions of their products and purchase corresponding CBAM certificates to cover these emissions. The price of these certificates will mirror the price of carbon within the EU’s ETS.
  • For developing countries, including India, CBAM raises significant concerns. It could act as a trade barrier by making exports to the EU more expensive if domestic producers cannot demonstrate low carbon footprints. This may also pressure developing economies to adopt stricter climate measures and carbon accounting mechanisms to maintain export competitiveness.
  • In essence, the CBAM represents a major step in linking global trade with climate policy. While it supports the EU’s goal of achieving net-zero emissions by 2050, it also introduces new dynamics in international trade, prompting debates on climate justice, fairness, and the responsibilities of developed versus developing nations in combating global warming

 

 Additional Information

  • According to a recent analysis by the European think tank Sandberg, Indian exporters of iron and steel to the European Union (EU) may incur approximately €301 million (about ₹3,000 crore) in charges under the Carbon Border Adjustment Mechanism (CBAM)—the highest liability among all nations exporting similar products to the bloc.
  • The CBAM functions as a carbon levy imposed on European importers who purchase goods from countries where production generates higher carbon emissions per tonne than comparable goods produced within the EU.
  • Sandberg’s newly released online calculator estimates that Russia will face the second-highest CBAM costs at €240 million, followed by Ukraine (€198 million) and China (€194 million).
  • The study further reveals that when India’s exports of aluminium and cement are included alongside iron and steel, its total CBAM liability amounts to around €330 million, equivalent to roughly 1.05% of the value of all traded goods.
  • However, it also highlights a potential opportunity — Indian industries could increase revenues by about €510 million if they adopt cleaner and more energy-efficient technologies, thereby offsetting nearly €180 million in net costs.
  • India has, however, consistently voiced opposition to the CBAM, with several industry associations labelling it a form of “non-tariff barrier” that could adversely affect the competitiveness of Indian exports in European markets

 

 Follow Up Question

Mains

1.“The European Union’s Carbon Border Adjustment Mechanism (CBAM) represents a new intersection between climate policy and international trade.”
Critically examine the implications of CBAM for India’s exports and its alignment with the principles of climate justice and the WTO framework. Suggest measures India can adopt to mitigate its economic and environmental impact.

 

Note: This is just a model answer and a Model Structure model
 

Introduction (40–50 words)

  • Begin by defining CBAM and its objective.

  • Mention its link with the EU’s Emissions Trading System (ETS) and the goal of preventing carbon leakage.

  • Briefly state that while it supports climate action, it raises trade and equity concerns for developing nations like India.

Example:
The Carbon Border Adjustment Mechanism (CBAM) is a carbon pricing policy introduced by the European Union to equalize the cost of carbon emissions between EU and non-EU producers. While intended to curb carbon leakage, it raises critical questions on fairness, trade equity, and climate justice, especially for developing economies such as India.

Body (150–170 words)

(a) Implications for India’s Exports

  • Mention key affected sectors: iron & steel, aluminium, cement, fertilizers, hydrogen, electricity.

  • Quote the Sandberg analysis — India may face €330 million in annual CBAM liability.

  • Discuss how this affects export competitiveness, especially for carbon-intensive sectors.

  • Highlight compliance and administrative costs for Indian exporters.

(b) Broader Concerns

  • Climate justice: Developing nations like India are being penalized despite lower historical emissions.

  • WTO compatibility: CBAM could violate non-discrimination principles and act as a “green protectionist” measure.

  • Equity issue: Contradicts the Common But Differentiated Responsibilities (CBDR) principle under the Paris Agreement.

(c) Opportunities

  • Potential to push Indian industries toward cleaner technologies and low-carbon manufacturing.

  • Scope for attracting green investment and developing carbon accounting mechanisms.

(d) Measures for Mitigation

  • Invest in renewable energy and green hydrogen.

  • Establish a domestic carbon pricing or trading system.

  • Strengthen climate diplomacy at WTO and COP forums.

  • Seek technology transfer and financial support from developed nations

onclusion (30–40 words)

  • Sum up with a balanced view: CBAM is a step toward global carbon accountability but must be fair and inclusive.

  • Emphasize the need for equitable climate action and cooperative trade mechanisms.

Example:
While CBAM reinforces global climate goals, its unilateral nature challenges the equity principle of international climate governance. India must combine green transition with assertive diplomacy to safeguard both its economic and environmental interests

Introduction

The Carbon Border Adjustment Mechanism (CBAM), introduced by the European Union (EU), aims to impose a carbon price on imports equivalent to that paid by EU producers under its Emissions Trading System (ETS). It seeks to prevent “carbon leakage,” where industries relocate to countries with weaker emission norms. However, it has sparked global debate for potentially acting as a green trade barrier.

Body

CBAM initially targets carbon-intensive sectors such as iron and steel, cement, aluminium, fertilizers, hydrogen, and electricity. According to a study by the European think tank Sandberg, Indian exporters could face CBAM costs of around €330 million annually, the highest among major trading nations.

For India, this poses multiple challenges:

  • Trade competitiveness: Higher tariffs could reduce export margins, particularly for small and medium producers.

  • Compliance burden: Complex reporting on embedded emissions adds costs and administrative hurdles.

  • Climate justice concerns: CBAM penalizes developing nations despite their lower per capita emissions and limited historical responsibility for climate change.

  • WTO conflict: The mechanism may violate non-discrimination principles under the World Trade Organization (WTO) if perceived as protectionist.

To mitigate these effects, India should accelerate the decarbonization of industry, promote green hydrogen and renewable energy adoption, develop a domestic carbon pricing framework, and pursue diplomatic engagement to ensure fair climate financing and technology transfers

Conclusion

While CBAM aligns with the EU’s goal of achieving net-zero emissions by 2050, its unilateral nature risks deepening global trade inequities. India must balance climate responsibility with economic pragmatism through green innovation, diplomatic dialogue, and resilient trade strategies that safeguard both sustainability and growth

 
 
Prelims
 

1.Which of the following adopted a law on data protection and privacy for its citizens known as ‘General Data Protection Regulation’ in April, 2016 and started implementation of it from 25th May, 2018? (UPSC CSE 2019)

(a) Australia
(b) Canada
(c) The European Union
(d) The United States of America

 
Answer (c)
 

The General Data Protection Regulation (GDPR) is a comprehensive data protection law adopted by the European Union (EU) in April 2016, and it came into effect on 25th May 2018.

It establishes strict rules on how personal data of EU citizens can be collected, processed, stored, and transferred — both within the EU and by entities outside it that handle EU residents’ data.

The GDPR gives individuals greater control over their personal information through rights such as:

  • Right to access and correct their data,

  • Right to be forgotten, and

  • Right to data portability.

It also mandates organizations to obtain explicit consent for data processing and to report data breaches promptly.

The regulation has become a global benchmark for privacy and data protection laws, influencing similar frameworks in several countries, including India’s Digital Personal Data Protection Act, 2023

 
 
 
For Preliminary Examination:  Current events of national and international Significance
 
For Mains Examination: GS II - International Organisations
 
Context:
 
hina has lodged a formal complaint against India with the World Trade Organization (WTO), challenging New Delhi’s subsidies for electric vehicles (EVs) and batteries. The Commerce Ministry will examine China’s detailed submissions.
 
Read about:
 
World Trade Organization (WTO)
 
Electric vehicles (EVs)
 
 
Key takeaways:
 
 
  • The World Trade Organization (WTO) serves as the sole global body responsible for establishing and overseeing the rules governing international trade among nations.
  • Established in 1995, the WTO operates under the collective management of its 164 member countries. Decisions within the organization are made through consensus, and every member nation holds the power to veto any proposal, ensuring equal participation in the decision-making process.
  • The primary objective of the WTO is to promote the free flow of trade across borders. This is achieved through the negotiation and implementation of trade agreements that are collectively discussed and signed by member states.
  • In addition to formulating trade norms, the WTO functions as a platform for dialogue and dispute resolution, helping nations negotiate trade-related rules and resolve economic conflicts amicably.
  • The Ministerial Conference stands as the organization’s highest decision-making authority, convening roughly once every two years. All member countries take part in this conference, which has the authority to make decisions on every issue covered by the WTO’s multilateral trade agreements.
 
 
Additional Information
 
  • According to China’s Ministry of Commerce, India’s recent policy initiatives allegedly breach several World Trade Organization (WTO) commitments, particularly the principle of national treatment, and constitute import substitution subsidies that are not permitted under WTO rules.
  • The ministry contends that these measures provide undue advantages to India’s domestic electric vehicle (EV) sector while adversely affecting China’s commercial interests, as reported by PTI.
  • The complaint has emerged at a time when China is attempting to expand its EV exports to India, coinciding with ongoing efforts by both nations to restore normal diplomatic and trade relations after a five-year suspension following the Eastern Ladakh border standoff. With India representing one of the world’s largest automobile markets, Chinese EV companies view it as a crucial destination for increasing their overseas sales.
  • Amid challenges such as domestic overcapacity, shrinking profit margins, and intense price competition, Chinese EV manufacturers, including BYD, are turning their focus toward international markets in Asia and the European Union.
  • China remains India’s second-largest trading partner. In 2024–25, India’s exports to China declined by 14.5% to USD 14.25 billion, while imports grew by 11.5% to USD 113.45 billion, resulting in a widened trade deficit of USD 99.2 billion.
  • Meanwhile, India has introduced a range of initiatives to strengthen its domestic EV ecosystem, notably through the Electric Vehicle Policy and the Production-Linked Incentive (PLI) scheme, both aimed at boosting local manufacturing and reducing import dependency
 
Follow Up Question
 
Mains
 
1.“China’s recent complaint at the WTO against India’s electric vehicle policy highlights the growing friction between industrial policy and global trade rules.”
Discuss the implications of this development for India’s EV manufacturing strategy, its WTO commitments, and its broader trade relationship with China. Suggest measures India can adopt to balance domestic industrial growth with international trade obligations.
 
Note: This is just a model answer and a Model Structure model
 

Introduction (40–50 words)

  • Begin with a brief context — mention the China–India trade dispute at the WTO.

  • Define or explain the issue in simple terms (EV policy, PLI scheme, WTO complaint).

  • End with a transition statement that introduces what the answer will discuss.

📘 Example:
In 2025, China filed a complaint at the WTO alleging that India’s EV policy violates trade norms. The dispute highlights tensions between India’s industrial growth objectives and global trade commitments under the WTO framework.

Body (150–180 words)

A. Background and Issues Involved:

  • Explain what the EV policy and PLI scheme aim to achieve (domestic manufacturing, reducing import dependence).

  • Mention China’s allegations – violation of national treatment and prohibited subsidies.

B. Implications for India:

  • Economic: Possible impact on EV investments, exports, and industrial strategy.

  • Legal: Challenge of aligning domestic incentives with WTO’s Agreement on Subsidies and Countervailing Measures (ASCM).

  • Diplomatic: Strain on India–China trade ties amid already high trade deficit.

C. Broader Context:

  • Link to global issues like green industrial policy, protectionism vs. free trade, and Atmanirbhar Bharat.

  • Highlight how domestic capacity building can coexist with global trade rules.

D. Way Forward / Recommendations:

  • Align PLI schemes with WTO-compliant incentives.

  • Promote technology transfers and joint ventures.

  • Use WTO’s environmental exceptions for green policy justification.

  • Strengthen multilateral engagement and dispute resolution mechanisms.

Conclusion (40–50 words)

  • Summarize the essence — balancing self-reliance with global obligations.

  • End with a forward-looking statement or policy vision.

📘 Example:
India must pursue self-reliance through WTO-consistent mechanisms that promote sustainability and innovation. Balancing national interests with international cooperation will be key to ensuring both industrial progress and trade credibility.

Introduction

China has filed a complaint at the World Trade Organization (WTO) alleging that India’s Electric Vehicle (EV) Policy and Production-Linked Incentive (PLI) schemes violate global trade norms. Beijing claims that these measures constitute import substitution subsidies and breach the principle of national treatment, which requires equal treatment for domestic and foreign goods. This dispute underscores the tension between India’s push for self-reliance and its international trade obligations

Body

Implications for India’s EV strategy:
India’s EV policies aim to promote domestic manufacturing, attract investment, and reduce import dependence. However, WTO scrutiny may compel India to revisit its incentive design to ensure compliance. Excessive protectionism could invite retaliatory measures or undermine investor confidence.

Trade and geopolitical dimensions:
The dispute comes amid efforts to normalize bilateral ties following the Eastern Ladakh standoff. China, facing domestic overcapacity and declining profits, seeks to expand EV exports to India and the EU. A WTO confrontation could strain trade relations further, especially given India’s widening trade deficit of USD 99 billion with China in 2024–25.

Balancing growth with obligations:
India must align its EV incentives with WTO norms—focusing on performance-linked, non-discriminatory, and technology-neutral criteria. It should strengthen domestic supply chains, pursue green technology partnerships, and use climate commitments to justify developmental subsidies under WTO’s environmental exceptions.

Conclusion

While India’s EV policy is crucial for achieving energy transition and self-reliance, it must be designed within the framework of global trade legality and fairness. Strategic diplomacy and rule-based industrial policy will help India safeguard its economic interests while sustaining credibility in global trade governance.

 
 
Prelims
 
1.In the context of which of the following do you sometimes find the terms 'amber box, blue box, and green box' in the news? (UPSC 2016)
A. WTO affairs
B. SAARC affairs
C. UNFCCC affairs
D. India-EU negotiations on FTA
 
Answer (A)
 

The terms Amber Box, Blue Box, and Green Box are classifications under the World Trade Organization (WTO) related to agricultural subsidies as per the Agreement on Agriculture (AoA). These categories distinguish the extent to which domestic support measures distort trade.

  • Amber Box:
    Refers to subsidies that distort production and trade. These are subject to reduction commitments (e.g., price supports, input subsidies).

  • Blue Box:
    Refers to subsidies that are linked to production-limiting programs, aimed at reducing overproduction while still supporting farmers.

  • Green Box:
    Refers to subsidies that cause minimal or no trade distortion, such as support for research, environmental protection, and rural development — these are exempt from reduction commitments.

 
 
 
For Preliminary Examination:  Current events of national and international Significance
 
For Mains Examination: GS II -  Effect of policies and politics of developed and developing countries on India’s interests. 
 
Context:
 
The China-US trade war has had an enduring sticking point: rare earth minerals. Last Thursday, China ramped up the clampdown on its rare earth exports, prompting US President Donald Trump to threaten economic retaliation by way of 100% tariffs.
 
Read about:
 
What are rare earths?
 
Why is it called rare earth minerals?
 
 
Key takeaways:
 
 
  • The term “rare earths” is somewhat misleading. Except for the unstable element promethium, most of these elements are relatively abundant in the Earth’s crust. For instance, cerium ranks as the 25th most common element—more plentiful than gold, silver, or tungsten—despite being labeled as “rare.”
  • The “rare” designation stems from two main reasons. First, while these elements exist in moderate quantities, they rarely occur in concentrated deposits, making extraction both technically difficult and economically expensive.
  • Second, the global supply chain is highly concentrated—over 60% of mined rare earths originate from China, which also controls around 90% of global processing capacity, according to the International Energy Agency (IEA).
  • China’s dominance in this sector dates back to Deng Xiaoping’s 1987 statement likening the nation’s rare earth reserves to West Asia’s oil. Since then, Beijing has integrated rare earth control into its industrial and trade strategy, often using it as an economic lever.
  • China’s restrictions on heavy rare earths like terbium and dysprosium—scarcer and more valuable—illustrate its efforts to weaponize trade. The U.S.–China trade tensions during the Trump era further motivated Beijing to use rare earths as a bargaining tool in negotiations.
  • Although countries such as Brazil, Australia, and India possess substantial reserves, mining remains limited due to environmental concerns and economic non-viability, given that rare earth extraction is highly polluting.
  • Recently, China expanded its export control list, adding five more rare earth elements—holmium, erbium, thulium, europium, and ytterbium—bringing the total restricted to 12 elements.
  • For India, the immediate impact of these curbs is moderate since its domestic consumption is relatively low. However, imports are rising—from 1,848 tonnes in 2019–20 to 2,270 tonnes in 2023–24, with China supplying 65% and Hong Kong 10%. Sectors such as electric vehicles (EVs) and electronics have been most affected by China’s recent restrictions.
  • To reduce dependence, India is seeking to expand its rare earth capacity. In November 2024, it auctioned seven seabed blocks in the Andaman Sea for exploration of polymetallic nodules and crusts, which may hold valuable heavy rare earth deposits, marking a step toward securing long-term strategic autonomy in critical minerals
 
Follow Up Question
 
Mains
 
1.“China’s dominance in the global rare earth supply chain has significant implications for global trade dynamics, technological security, and India’s industrial strategy.”
Discuss the geopolitical and economic dimensions of rare earth dependence on China. How can India reduce its vulnerability and build a sustainable rare earth ecosystem?
 
Note: This is just a model answer and a Model Structure model
 

Introduction (40–50 words):

  • Define rare earth elements and their importance in modern technologies (EVs, defense, electronics, renewable energy).

  • Mention China’s dominance in production and processing.
    📘 Example:
    Rare earth elements, crucial for high-tech and clean energy industries, have emerged as strategic resources. China’s overwhelming control of their production and processing has transformed them into tools of geopolitical influence

Body (150–180 words):

A. Geopolitical and Economic Implications:

  • China controls over 90% of global processing, creating strategic dependencies for major economies.

  • Use of export curbs as leverage in trade and diplomatic disputes (e.g., with the U.S. and Japan).

  • Threatens supply chain security in defense, electronics, and renewable sectors.

  • Global scramble for diversification and “de-risking” of mineral supply chains.

B. India’s Position and Challenges:

  • India imports ~65% of its rare earths from China; domestic production is low.

  • Economic barriers: high cost, lack of processing technology.

  • Environmental barriers: mining is highly polluting.

  • Recent efforts like seabed exploration in the Andaman Sea and public-private partnerships for extraction.

C. Strategies for Self-Reliance:

  • Invest in R&D and clean extraction technologies.

  • Collaborate with like-minded partners (e.g., Quad) for supply chain resilience.

  • Develop domestic refining capacity and strategic reserves.

  • Strengthen environmental governance for sustainable mining.

Conclusion (40–50 words):

  • Emphasize that rare earth independence is not merely economic but strategic.
    📘 Example:
    Building a self-reliant and sustainable rare earth ecosystem is essential for India’s technological security and energy transition. Reducing dependence on China through innovation, cooperation, and environmental responsibility will strengthen India’s strategic autonomy in the emerging multipolar world

Introduction:
Rare earth elements (REEs) are critical for advanced technologies such as electric vehicles, defense systems, and renewable energy. China currently controls over 60% of global mining and 90% of processing, giving it significant strategic leverage.

Body:
China’s repeated export restrictions, including recent curbs on elements like terbium and dysprosium, highlight how REEs can be weaponised for trade and diplomatic advantage. India, which imports around 65% of its rare earths from China, faces vulnerability in sectors like electronics and EV manufacturing.
Challenges include high extraction costs, environmental pollution, and lack of domestic refining technology.


India must:

  • Invest in clean and efficient extraction technologies.

  • Develop refining and processing capacity through public-private partnerships.

  • Collaborate with Quad and other partners for supply chain diversification.

  • Explore seabed resources and build strategic reserves.

Conclusion:
Reducing dependence on China in critical minerals is vital for India’s economic security, technological independence, and strategic resilience

 
 
Prelims
 

1.Recently, there has been a concern over the short supply of a group of elements called ‘rare earth metals’. Why? (2012)

  1. China, which is the largest producer of these elements, has imposed some restrictions on their export.
  2. Other than China, Australia, Canada and Chile, these elements are not found in any country.
  3. Rare earth metals are essential for the manufacture of various kinds of electronic items and there is a growing demand for these elements.

Which of the statements given above is/are correct?

(a) 1 only
(b) 2 and 3 only
(c) 1 and 3 only
(d) 1, 2 and 3

Answer (c)
 
  • Statement 1 – Correct:
    China is indeed the largest producer of rare earth elements and has, in the past, imposed restrictions on their export, using them as a strategic tool in trade and diplomatic matters.

  • Statement 2 – Incorrect:
    Rare earth elements are not confined only to China, Australia, Canada, and Chile.
    They are found in many other countries, including India, the United States, Brazil, and Russia, though mining and processing capacities are unevenly distributed.

  • Statement 3 – Correct:
    Rare earth metals are crucial components in the manufacturing of electronics, renewable energy technologies, electric vehicles, defense equipment, and smartphones. The rising global demand for such technologies has led to concerns over supply shortages


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