Building India’s Electric Vehicle Supply Chains
India’s transition to electric mobility depends on building resilient supply chains for critical minerals, battery materials, components and recycling. Yet global EV supply chains remain highly concentrated, creating significant vulnerabilities for India’s growing electric mobility ecosystem.
This discussion paper examines India’s EV supply chain across raw materials, processing, manufacturing, recycling and demand-side factors. It argues that strategic cooperation between India and Germany can help de-risk investments, strengthen technological capabilities and develop more resilient supply chains.
The paper identifies opportunities for cooperation across three key pillars: financing and standards; innovation and technology partnerships; and industrial cooperation. It concludes with policy recommendations covering mining, mineral processing, the circular economy, battery testing, EV demand and digital battery frameworks.
Product details
Table of contents
- Executive Summary
- Chapter 1: Introduction
- Chapter 2: Overview of Electric Vehicle Supply Chains
- Chapter 3: Supply-Side Factors
- 3.1 Raw Materials
- 3.2 Processing
- 3.3 Manufacturing
- 3.4 Recycling
- Chapter 4: Demand-Side Factors
- 4.1 Role of Consumer Demand
- 4.2 Cost Competitiveness of Electric Vehicles Versus Internal Combustion Engine Vehicles
- 4.3 Charging Infrastructure
- 4.4 Resource Efficiency
- Chapter 5: Indo-German Strategic Cooperation
- 5.1 Institutional Pillar: Financing and Standards
- 5.2 Innovation Pillar: Linking German Intellectual Property With Indian Scale
- 5.3 Industrial Pillar: India–Middle East–Europe Economic Corridor
- Chapter 6: Policy Recommendations and the Way Forward
- References