Energetica India Magazine - November 2025

energetica INDIA- November_2025 38 China’s clampdown on critical minerals and battery tech has exposed the real risk of dependency. For India, an aspiring solar manufacturing powerhouse, the moment has arrived to confront its strategic dependence and chart a path toward true resilience in the solar PV value chain. China’s export curbs on rare earths, graphite, and key bat- tery technologies have already rattled the global EV indus- try, exposing the risks of relying too heavily on one country. And the pressure is rising: in November 2025, Beijing tight- ened controls again: this time on advanced lithium-battery tech, cathode and anode materials, and essential manufac- turing equipment. These restrictions directly impact lithi- um-ion batteries and BESS, both critical to India’s clean-en- ergy transition. China’s dominance in the solar PV supply chain is sweep- ing. IEA estimates show it controls over 80 percent of global From Reliance to Resilience: Rebuilding India’s Solar PV Supply Chain