The Quad alliance comprising India, the United States, Japan, and Australia is reportedly planning to mobilise nearly $20 billion for projects linked to critical minerals and rare earth supply chains. The initiative is aimed at strengthening access to strategic resources essential for semiconductors, electric vehicles, batteries, defence systems, and clean energy technologies.
The proposed investment push comes amid growing global competition over critical minerals, especially as countries seek to reduce dependence on China, which dominates large parts of the rare earth processing and supply chain ecosystem. Analysts say the Quad initiative could significantly reshape global mineral sourcing and technology manufacturing networks.
Reports suggest the funding could support mining projects, refining infrastructure, processing facilities, technology partnerships, and secure transportation networks across participating countries and allied regions. Governments are increasingly viewing critical minerals as central to economic security, energy transition goals, and geopolitical influence.
India is expected to play a major role in the partnership through mineral exploration, technology collaboration, and supply chain diversification strategies. The initiative also aligns with broader efforts by Quad nations to strengthen resilience in emerging technologies and strategic manufacturing sectors.
Industry experts say demand for lithium, cobalt, nickel, graphite, and rare earth elements is expected to surge sharply over the next decade due to rapid growth in electric mobility, renewable energy systems, electronics, and advanced defence technologies.
