India Must Cut China Dependence in EV Supply Chain, Says PMO Advisort
India needs to steadily reduce its reliance on China for critical electric vehicle components by building robust domestic manufacturing capabilities across the entire EV value chain, according to Tarun Kapoor, Advisor to the Prime Minister in the Prime Minister's Office (PMO). Addressing ASSOCHAM's National Conference on Building India an Electric Mobility Hub, Kapoor said that recent geopolitical shifts have made electric mobility not just a clean energy solution but a strategic necessity for reinforcing India's energy security and manufacturing resilience. Kapoor stressed that India must pursue two goals simultaneously: accelerating EV adoption and localising the production of batteries, magnets, and other critical components to reduce vulnerability to global supply chain disruptions. "We have to see how our dependence on China goes down," Kapoor said, emphasising that India should progressively increase domestic value addition throughout the EV ecosystem.
