India’s clean energy transition is key to achieving its climate goals, that is, 500 GW of non-fossil fuel capacity by 2030 and net-zero emissions by 2070. Meeting these targets requires a steady and sustainable supply of critical minerals (CMs) vital for technologies such as solar, wind turbines, battery storage, and green hydrogen electrolysers.
The Critical Minerals Dashboard provides an integrated view of India’s demand and supply dynamics for these essential minerals. Developed by the Ashoka Centre for a People-Centric Energy Transition (ACPET) for NITI Aayog, it combines long-term demand projections with data-driven import optimization to inform strategic policy decisions.
The study estimates requirements for 30 CMs across five renewable energy segments: Solar PV, CSP, Wind (onshore & offshore), BESS, and Green Hydrogen, up to 2070, under both Business-as-Usual and Net-Zero scenarios. Using capacity projections from IESS 4.0, and applying material intensity and market share frameworks, the analysis finds that Copper, Nickel, Silicon, Graphite, Vanadium, Cobalt, REEs, and Lithium will experience the sharpest demand growth.
A mixed-effects model identifies factors shaping India’s imports, including production quantity, GDP (PPP), renewable electricity share, and governance quality. An import score and country ranking system were developed to assess existing trade partners and identify optimized sources for the future.