New Delhi, June 13 -- China's latest restrictions on exports of rare earth minerals have sent ripples through the global electric vehicle (EV) supply chain, leaving several Indian manufacturers in the firing line.

The country accounts for nearly 70% of the world's rare earth mining, with the rest split among the US, Australia, and Myanmar. That dominance means any supply disruption can reverberate across industries, especially in countries like India that rely heavily on imports.

With key components at risk, input costs may surge and production timelines could slip, tightening margins for Indian EV companies just as global competition intensifies.

Read this | India's EV dreams are caught between rare earth and a hard place

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