Economy February 10, 2026

India Expands Critical Minerals Talks with Brazil, Canada, France and the Netherlands

Delhi seeks partnerships on lithium and rare earths, aiming to secure supplies and processing know-how amid dependence on China

By Hana Yamamoto
India Expands Critical Minerals Talks with Brazil, Canada, France and the Netherlands

India is engaged in confidential discussions with Brazil, Canada, France and the Netherlands to pursue cooperative agreements on exploration, extraction, processing and recycling of critical minerals, with a focus on lithium and rare earths. The Ministry of Mines is leading the effort as India looks to replicate aspects of a recent pact with Germany and reduce reliance on dominant suppliers.

Key Points

  • India is negotiating with Brazil, Canada, France and the Netherlands on joint work covering exploration, extraction, processing and recycling of critical minerals, focusing on lithium and rare earths.
  • The Ministry of Mines is leading talks that mirror elements of a January agreement India signed with Germany, which addressed exploration, processing, recycling and asset development in both countries and third countries.
  • India has existing pacts with Argentina, Australia and Japan and is in talks with Peru and Chile; the outreach comes amid international efforts to reduce dependence on Chinese rare earth supplies.

India has opened confidential diplomatic and technical talks with Brazil, Canada, France and the Netherlands to pursue joint arrangements on critical minerals, according to people familiar with the discussions.

The conversations center on lithium and rare earths and would cover activities spanning exploration, extraction, processing and recycling. Those involved in the talks also say India is seeking access to advanced mineral-processing technologies as it broadens international outreach to secure key raw materials.

Sources who spoke on condition of anonymity described the outreach as part of a broader effort to diversify supply chains. They said India remains heavily reliant on China - which currently dominates global supplies of many minerals and has advanced mining and processing capabilities - and that reality is a driver for expanding ties with several countries.

However, the sources cautioned that mining is a long-lead endeavour: discovery-to-production timelines can be protracted, with exploration alone typically taking five to seven years and sometimes yielding no viable mine. That uncertainty underscores both the strategic intent behind accelerating international cooperation and the practical limits of near-term supply gains.

Delhi seeks to mirror elements of a critical minerals agreement it signed with Germany in January. That deal included provisions on exploration, processing and recycling, and aimed to facilitate the acquisition and development of mineral assets in both countries as well as in third countries, one source said.

"There are requests and we are talking to France, Netherlands and Brazil while the agreement with Canada is under active consideration," the source added, describing the talks as ongoing and confidential.

The Ministry of Mines is reported to be leading the initiative. Officials expect a possible visit by Canada’s Prime Minister Mark Carney to India in early March, during which agreements covering uranium, energy, minerals and artificial intelligence could be signed, a source close to the discussions said.

When asked for comment, Canada’s Natural Resources Department pointed to a statement from January in which both sides said they had agreed to formalise cooperation on critical minerals in the coming weeks. Other parties to the reported discussions either did not respond to requests for comment or declined to comment: Brazil’s embassy in New Delhi, India’s Ministry of Mines and the foreign ministry did not reply to inquiries; the embassy of the Netherlands provided no comment; the embassy of France declined to comment.

India has been actively seeking critical minerals partnerships elsewhere as well. Formal pacts have already been signed with Argentina, Australia and Japan, while talks are ongoing with Peru and Chile on broader bilateral agreements that include critical minerals cooperation.

This diplomatic push coincides with recent international discussions among finance ministers from the G7 and other major economies, who met in Washington last month to examine ways to reduce dependence on China for rare earths. In 2023, India officially identified more than 20 minerals - including lithium - as critical to its energy transition and to meet growing demand from industry and infrastructure.

Financial note: $1 = 90.15 rupees.

Risks

  • Long timelines and uncertain outcomes in mining - exploration can take five to seven years and may not result in a viable mine, limiting near-term supply gains. Impacted sectors: mining, energy transition, industrial metals.
  • Concentration of global processing and supply in China - reliance on a dominant supplier could constrain access to processed minerals and related technologies. Impacted sectors: manufacturing, electronics, renewables.
  • Diplomatic and commercial uncertainty - talks are confidential and several embassies and ministries did not comment, indicating potential delays or non-commitments. Impacted sectors: international trade, investment in mining projects.

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