Viksit Bharat和净零的情景：关键矿产评估：需求和供应（第10卷）

CRITICAL MINERAL ASSESSMENT:DEMAND AND SUPPLY VOL. 10 Copyright©NITI Aayog, 2026 NITI AayogGovernment of India,Sansad Marg, New Delhi–110001, India Suggested Citation NITI Aayog. (2026). Scenarios Towards Viksit Bharat and Net Zero - Critical MineralAssessment: Demand and Supply (Vol. 10) Available at:https://niti.gov.in/publications/division-reports Disclaimer 1.Thisdocument is not a statement of policy by the National Institution forTransforming India (hereinafter referred to as NITI Aayog). It has been preparedby the Green Transition, Energy, Climate, and Environment Division of NITI Aayogunder various Inter-Ministerial Working Groups (IMWGs) constituted to develop NetZero pathways for India. 2.Unless otherwise stated, NITI Aayog, in this regard, has not made any representationorwarranty,express or implied,as to the completeness or reliability of theinformation, data, findings, or methodology presented in this document. While duecare has been taken by the author(s) in the preparation of this publication, thecontent is based on independently procured information and analysis available atthe time of writing and may not reflect the most current policy developments ordatasets.3.The assertions, interpretations, and conclusions expressed in this report are thoseof the author(s) and do not necessarily reflect the views of NITI Aayog or theGovernment of India, unless otherwise mentioned. As such, NITI Aayog does notendorse or validate any of the specific views or policy suggestions made herein bythe author(s).4.NITI Aayog shall not be liable under any circumstances, in law or equity, for anyloss, damage, liability, or expense incurred or suffered as a result of the use of orreliance upon the contents of this document. Any reference to specific organisations,products, services, or data sources does not constitute or imply an endorsementby NITI Aayog. Readers are encouraged to independently verify the data andconduct their analysis before forming conclusions or taking any policy, academic,or commercial decisions. SCENARIOS TOWARDSVIKSIT BHARAT AND NET ZERO CRITICAL MINERALASSESSMENT: DEMANDAND SUPPLY (VOL. 10) Authors andAcknowledgments Ms. Mrunali TembhurneAssociate Fellow, TERI ChairpersonDr. V. K. SaraswatMember, NITI Aayog Authors Leadership NITI AayogSh. Manoj Kumar UpadhyayDeputy Adviser, NITI Aayog Sh. Suman BeryVice Chairman, NITI Aayog Sh. Venugopal MothkoorEnergy and Climate Modelling Specialist, NITIAayog Sh. B.V.R. SubrahmanyamCEO, NITI Aayog Dr. Anshu BharadwajProgramme Director, Green Transition,Energy & Climate Change Division,NITI Aayog Dr. Anjali JainConsultant Grade II, NITI Aayog Sh. Nitin BajpaiConsultant, NITI Aayog Sh. Rajnath RamAdvisor, Energy, NITI Aayog Sh. Anurag PandeyYoung Professional, NITI Aayog Core Modelling TeamNITI AayogSh. Venugopal MothkoorEnergy and Climate Modelling Specialist, NITIAayog Ms. Srishti DewanYoung Professional, NITI Aayog Knowledge PartnersSh. Vivek ChandranCo-Founder, Solution for Sustainable Living(SoSuL) Dr. Anjali JainConsultant Grade II, NITI Aayog Sh. Nitin BajpaiConsultant, NITI Aayog Dr. AbhilashSenior Principal Scientist, NationalMetallurgical Laboratory, CSIR Knowledge Partners Sh. Vivek ChandranCo-Founder, Solution for Sustainable Living(SoSuL) Ms. Meghna MSenior Program Associate,Energiva Ventures Pvt. ltd. Sh. Animesh GhoshResearch Fellow, Ashoka Centre for PeopleCentric Energy Transition (ACPET) Sh. Souvik BhattacharjyaDirector, TERI Ms. Mrunali TembhurneAssociate Fellow, TERI Sh. Sarwar AliResearch Associate, ICRIER Peer Reviewers Sh. Ravi KaseraResearch Associate, TERI Dr. V. Anantha NageswaranChief Economic Advisor, Government of India Sh. Vaibhav ChowdharyDirector, ACPET Sh. Partha Sarathi ReddyProgramme Director, NITI Aayog Sh. Animesh GhoshResearch Fellow, ACPET Sh. Ateesh Kumar SinghAdditional Secretary, DPIIT, Ministry ofCommerce and Industry Sh. Soumit PandeyJunior Research Associate, ACPET Sh. Dinesh V. GanvirADG, Geological Survey of India Ms. Saloni SachdevaClean Energy Specialist, IEEFA Sh. Surendra Kumar GotherwalScientist-E, Ministry of Electronics andInformation Technology Ms. Kaira RakhejaEnergy Analyst, IEEFA Dr. Bhupendra Kumar SharmaScientist-D, Dept of Science and Technology Sh. Charith KondaEnergy Specialist, India Mobility and NewEnergy, IEEFA Ms. Ritika BansalDeputy Director, Department of EconomicAffairs Sh. Rajesh ChadhaSenior Fellow, CSEP Sh. Apoorva AnandDeputy Director, Central Electricity Authority (CEA) Sh. Ganesh SivamaniAssociate Fellow, CSEP Sh. B Abhiram VishnuDeputy Manager, SECI Sh. Karthik BansalResearch Associate, CSEP Ms. Poonam KapurResearch Officer, NITI Aayog Dr. Amrita GoldarSenior Fellow & Thematic Lead, ICRIER Sh. Vipul GuptaConsultant, NITI Aayog Dr. Anjali SinghSenior Fellow, ICRIER Dr. Sunil K. SansaniwalConsultant, NITI Aayog Sh. Amit KumarResearch Associate, ICRIER Sh. Sharvan Kumar PushkarConsultant, NITI Aayog Sh. Kartik NairRese