India emerges as global EV hub amid US-China trade war and shifting global supply chains

National News: The global shift toward electric vehicles (EVs) is transforming not only the way vehicles operate, but also their design, manufacturing, and supply systems. As the world focuses on sustainability and efficient resource utilization, India is becoming a vital part of this global EV system. According to a media report, the country's innovative manufacturing is propelling India toward a self-reliant and robust supply chain.

India's growing EV journey

Electric vehicle adoption in India is steadily increasing. However, the sector's long-term strength will depend on how the country addresses challenges in the EV supply chain, particularly in the raw materials used in electric motors and batteries.

Innovation and research

India is now working on alternatives and technologies that reduce its dependence on rare earths. New and sustainable motor designs are being developed to replace these materials. One such new technology is ferrite magnet technology, which can power motors without rare earth metals. This technology is robust, affordable, and durable, and is rapidly gaining popularity. Recently, Ola Electric became the first company to manufacture such motors to receive government approval.

A big step towards self-reliance

The growing interest in ferrite-based motors demonstrates India's shift towards a more sustainable and localized EV ecosystem, reducing its dependence on external resources. These technologies are not only environmentally friendly but also strengthen the country's manufacturing capabilities, as many of the materials used can be produced domestically.

Local production and technological self-reliance

India's EV industry is also being transformed by policies that promote local production and indigenous technology. Incentive schemes have led to rapid local production of critical EV components, with a particular focus on battery technology. The development of advanced lithium-ion cell manufacturing is a major achievement in this direction. This will reduce dependence on imports and strengthen the entire value chain within the country.

From innovation to export

India's strategy now combines component innovation, cell manufacturing, and supply chain localization to create a foundation that will enable the country to become not just a major EV market but also a global production and export hub. The goal is clear: Build local capacity, innovate in India, and advance the global trend towards clean mobility. Partnerships between the government and private companies are also playing a crucial role, particularly in infrastructure development and R&D (research and development) investment.