- Jun 16, 2025
- Viren S Doshi
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Air India Boeing 787 Plane Crash at Ahmedabad: Causal Insights Based on Available Reports
On June 12, 2025, Air India Flight AI171, a Boeing 787-8 Dreamliner (registration VT-ANB), crashed shortly after takeoff from Ahmedabad’s Sardar Vallabhbhai Patel International Airport (AMD), en route to London Gatwick (LGW), killing 241 of 242 onboard and at least 38 on the ground. This report consolidates all available information as of June 15, 2025, incorporating the latest updates on the investigation, flight data recorder (FDR) analysis, cockpit voice recorder (CVR) search, possible crash causes, Air India and Boeing’s response and Tata-Boeing collaboration. (This report summarily takes note of malafide narratives emanating from ongoing info-war by anti-democratic, anti-India, anti-US forces, blaming Indian pilots, Air India and Boeing, apart from Indian and American authorities. The report also briefly notes Boeing-related other news, like Chinese Communist Party (CCP) occupied China’s cancellation or stay of Boeing Aircraft Orders etc.) Incident Overview Flight Details: Air India Flight AI171, a codeshare with Singapore Airlines, departed AMD at 1:38 p.m. IST on June 12, 2025, with 230 passengers (including 11 children, 2 infants) and 12 crew (169 Indian, 53 British, 7 Portuguese, 1 Canadian). After a Mayday call, the aircraft crashed at 1:43 p.m. into a doctors’ hostel at B.J. Medical College in Meghani Nagar, 1.5 km from the runway, causing a fireball due to its 100-tonne fuel load. The sole survivor, Vishwash Kumar Ramesh (British, seat 11A near an emergency exit), reported a “loud bang” and escaped through a broken door. Casualties: 241 onboard fatalities, at least 38 ground fatalities (total death toll revised to 279, avoiding double-counting), and numerous injuries. Notable victims include former Gujarat Chief Minister Vijay Rupani and Arjun Patoliya, a Briton who died 18 days after his wife’s passing away. Flight Path: Flightradar24 data shows a maximum barometric altitude of 625 feet (425 feet above ground, given AMD’s 200-foot elevation), ground speed of 174 knots, climb rate of 896 feet per minute, then descent at -475 feet per minute. CCTV footage indicates a shallow climb, nose-up attitude, retracted flaps, and extended landing gear. Aircraft History (VT-ANB) Specifications: Registration: VT-ANB, serial number 36279. Model: Boeing 787-8 Dreamliner, powered by two General Electric GEnx-1B67 engines. First Flight: December 14, 2013. Delivered: January 28, 2014, to Air India from Boeing’s Everett, Washington facility (fuselage sections from North Charleston, South Carolina). Flight Hours/Cycles: ~41,000 hours, ~8,000 cycles, typical for an 11.5-year-old 787-8. Operated 700+ flights in the past year, including 25 AMD-LGW routes in two years. Prior Incidents: August 2023: Emergency landing in Mumbai, no casualties. November 2021: Fuel leak on Flight AI148 (London-Hyderabad), diverted to Ankara, resolved. 2014: Windshield crack, a known early 787 issue, fixed. Maintenance: Part of Air India’s $400 million 787 fleet refurbishment, with VT-ANB recently serviced. VT-ANB serviced in March 2025 (right-side engine overhauled; full check was scheduled for December 2025). Last Flight Before Crash: Operated as Flight AI423 (Delhi-AMD), arriving at 1:34 a.m. IST on June 12, 2025. Investigation Status and Black Box Recovery Investigation: Led by India’s Aircraft Accident Investigation Bureau (AAIB), compliant with ICAO standards, with support from the U.S. NTSB, UK AAIB (four investigators), Boeing, and GE Aerospace. A high-level committee under the Union Home Secretary will submit a report within three months. The Directorate General of Civil Aviation (DGCA) ordered one-time safety checks for Air India’s 33 Boeing 787-8/9 aircraft with GEnx engines, effective June 15, 2025, covering takeoff parameters, fuel systems, electronic engine controls, hydraulics, and oil systems. Currently, Air India has completed checks on 18 aircrafts, with 15 pending. Focus areas: engine thrust, wing flaps, landing gear and Air India’s maintenance regime. A 59-second CCTV clip and a new high-resolution video with sound are key evidence. Flight Data Recorder (FDR): Recovered: June 13, 2025, after 28 hours, from the crash site’s rooftop, confirmed by Civil Aviation Minister Ram Mohan Naidu Kinjarapu. Status: Intact, with minimal damage, under analysis at AAIB’s Delhi lab. Initial data extraction (24-48 hours) is complete, with full analysis ongoing. Early findings suggest engine performance anomalies during a 5-second period post-takeoff. FDR data confirms a sudden drop in engine thrust. FDR analysis strongly indicates a fuel pump failure in both engines, with investigators examining maintenance records from the March 2025 overhaul for potential errors. Bird strike debris in the right engine is confirmed, suggesting a combined effect. Fuel samples are being tested for contamination. This issue was raised by former NAL deputy director Saligram J. Murlidhar. Cockpit Voice Recorder (CVR): Not Recovered: Currently, the CVR search is ongoing in the tail section debris. Significance: The CVR is critical for analysing pilot communications (e.g., Mayday call: “Thrust not achieved... falling... Mayday! Mayday! Mayday!”) and cockpit sounds. It will provide vital insights. Specialised equipment, including a drone, is being used to locate the CVR in the heavily damaged tail section. The U.S. and UK teams are assisting with intensified efforts using thermal imaging, but no CVR recovery has been reported. Victim Identification: DNA sampling and testing drive at Ahmedabad Civil Hospital’s Kasauti Bhawan aims to identify all remains within 72 hours. The death toll is confirmed at 279. DNA testing has identified 38 victims, with 24 (14 onboard, 10 ground) victims' bodies released. Possible Reasons for the Crash Based on new insights from ongoing FDR analysis, CCTV footage, a new high-resolution video, survivor account and expert analysis, the following theories are prioritised by likelihood: Engine Failure or Malfunction (Very High Likelihood): Evidence: Survivor Vishwash Kumar Ramesh reported a “loud bang,” the Mayday call cited “Thrust not achieved,” and FDR data indicates engine performance anomalies. FDR analysis highlights a fuel pump failure in both engines, with bird strike damage confirmed in the right engine. Investigators are probing maintenance errors from the March 2025 overhaul and testing fuel samples for contamination, as suggested by Saligram J. Murlidhar. The combined effect of a bird strike and fuel system failure is a leading theory. The aircraft’s shallow climb (625 feet, -475 feet/min descent) and CCTV/video evidence suggest thrust loss. A recently circulating high-resolution video with sound, shared on social media, confirms a “loud bang” followed by a rapid descent, strengthening the dual-engine failure theory. Expert Insight: Dr. Sonya Brown (UNSW) noted a “significant loss of thrust” causing a stall, supported by radar data showing speed loss. Former NTSB investigator Jeff Guzzetti emphasised thrust issues. Context: GEnx-1B67 engines are reliable, but a rare dual-engine failure could explain the crash. Ahmedabad’s 462 bird strikes over five years (2018-2023) make bird ingestion plausible. Bird Strike (Moderate Likelihood): Evidence: Ahmedabad’s bird strike history and the “loud bang” make this plausible. Confirmed bird strike damage in the right engine strengthens this theory, likely contributing to the fuel pump failure impact. Context: The 787 can fly on one engine, requiring a dual-engine or additional system failure to crash. Sabotage or Terrorism (Low Likelihood): Evidence: Former NAL deputy director Saligram J. Murlidhar suggested fuel contamination as possible sabotage, but this is unverified. NIA involvement is standard. Media posts mention possible ground staff tampering, but evidence is yet to point to this. Fuel sample tests show no initial sabotage indicators, but analysis continues. NIA found no evidence of foul play till this moment. Context: The “loud bang” and fireball align with mechanical failure. Wing Flap Malfunction (Low Likelihood): Evidence: CCTV and new video show retracted flaps, reducing lift. The 787’s Takeoff Configuration Warning System should have alerted pilots, as a failure probably due to a damaged wing, is possible. However, FDR data shows no flap deployment command. Context: Flap issues with a 100-tonne fuel load could prevent climb. Ex-pilot Mr. Chan noted flap errors are “highly unusual” due to checklists. Investigators are examining flap actuators. Hydraulic or Flight Control Failure (Low Likelihood): Evidence: Extended landing gear, noted by consultant Anthony Brickhouse, suggests hydraulic or control issues. DGCA inspections target hydraulics. FDR analysis doesn't reveal any signals or alerts of hydraulic malfunction. Context: A failure could impair flaps, gear, and control surfaces. The 787’s fly-by-wire redundancies make this less likely unless multiple systems fail at low altitude. Manufacturing or Maintenance Issues (Low Likelihood): Evidence: 2024 whistleblower Sam Salehpour alleged improper 787 fuselage fastening, but FAA tests found no immediate safety risks. VT-ANB’s 11-year service and recent maintenance reduce defect likelihood. Maintenance records show no recent lapses; investigators are reviewing Air India’s MRO logs. March 2025 overhaul records show no lapses, but fuel pump maintenance is under scrutiny. The 787’s flawless record until AI 171 and Air India’s refurbishment program suggest adequate maintenance. Software Hacking (Negligible Likelihood): Evidence: No reports suggest hacking. The 787’s air-gapped systems make cyber interference improbable. Human Error (No Likelihood): Evidence: Captain Sumeet Sabharwal (8,200 hours, 22 years) and First Officer Clive Kunder (1,100 hours) were highly experienced. New video evidence reduces this likelihood. And now, FDR data shows correctional manoeuvres ruling out pilot errors altogether. In fact, the pilots were unfazed despite death staring in the eyes of each of the 30-second windows that they had and tried their best to steer the craft towards a less populated spot. All other spots around were densely populated. An excellent pilot from our kith and kin was so full of appreciation for these two pilots that he gave full marks to both these seasoned pilots who sacrificed themselves while trying to minimise the deaths and damages. Further investigation and service efforts CVR Search: Drones and specialised equipment are deployed in the tail debris. Community Impact: RSS and its affiliates are providing yeoman service to assist the system and the victims’ families. A GoFundMe for Arjun Patoliya’s orphaned daughters (aged 4 and 8) raised over £370,000 by June 15. Air India and Pilot Professionalism Privatised by Tata in 2022, Air India’s safety record is solid, despite a 2020 pilot-error crash (21 deaths). AI 171 is its worst since 1985 (Flight 182, 329 deaths). Captain Sumeet Sabharwal: 8,200 hours, 22 years’ experience, lived in Mumbai. First Officer Clive Kunder: 1,100 hours, DGCA/ICAO-trained. Training: Rigorous, including 787-specific protocols post-2013 battery issues. Air India Actions: Flight numbers AI 171 and AI 172 were retired, replaced by AI 159 and AI 160 effective June 17. Interim compensation of 2.5 million rupees (£21,000) per deceased and survivor, plus 10 million rupees (£85,000) from the Tata Group was announced. The medical hostel shall be built again by Tata. Tata-Boeing Collaboration Tata Advanced Systems Limited (TASL): Produces 787 components (e.g., empennage, floor beams) in Hyderabad, likely including VT-ANB’s tail. Tata Boeing Aerospace Limited (TBAL): A 2016 Hyderabad joint venture for Apache helicopter fuselages, enhancing Boeing’s Indian supply chain. Tata supports Air India’s 787 MRO, including VT-ANB’s refurbishment. No evidence links Tata’s components to the crash. MRO logs show compliance with DGCA standards. Boeing’s Response and Safety Record CEO Kelly Ortberg cancelled Paris Air Show plans, offered condolences, and sent experts to Ahmedabad. Boeing shares fell 5-9% post-crash. Boeing emphasised the 787’s impeccable record (no fatal crashes in over 5 million flights since 2011). 2024 whistleblower claims were dismissed by the FAA as non-safety-critical. 737 MAX crashes (2018-2019) and a 2024 door plug incident exposed safety culture flaws, but no prior 787 fatalities have ever been recorded. The Boeing team arrived in Ahmedabad on June 15 to assist with fuel system and engine analysis, joining AAIB, NTSB, and UK AAIB. Boeing’s Manufacturing and Supply Chain Boeing 787s are assembled in Everett (VT-ANB) and North Charleston (fuselage sections) in US. Supply Chain: Japan (wings, fuselage), Italy (composite barrels), South Korea, Australia, Canada, and India (Tata). No 787 components from CCP-occupied China. CCP/Leftist/Deep State led Information Warfare to Malign Boeing, US, Air India, India and Indian Pilots… CCP/Leftist activists led media engage in information warfare to undermine Boeing, promoting COMAC’s C919 by amplifying safety concerns about Western aircraft amid US-CCP-occupied China trade tensions. CCP-occupied China has historically highlighted Boeing’s issues (e.g. 737 MAX). Robust systems to counter this info war are needed and the Indian system, as well as concerned corporate stakeholders are really quick at providing information, thereby nullifying the negative info onslaught. CCP-occupied China’s Boeing Order Cancellations and other recent developments In early 2025, CCP-occupied China halted Boeing deliveries, primarily 737 MAX aircraft, impacting billions in orders. During Trump’s May 2025 Qatar visit, Qatar gifted a $150-400 million Boeing 747-8 as Air Force One until Boeing’s contracted 747- 8s are delivered by 2027. Accepted by US Defence Secretary Pete Hegseth, jet will be retrofitted in San Antonio, Texas for security and communications at $100s of millions. Qatar’s $96 billion Boeing order (130 aircraft, including 787s) is also a major recent development. Conclusion Dual-engine failure, supported by new video and FDR data, is most likely with bird strike or fuel system issues as potential triggers. Flap or hydraulic failures are secondary. Boeing’s safety record and global supply chain, and Tata Collaboration, as well as Air India, face scrutiny, but no evidence supports any lapse. Further updates will track FDR findings and CVR recovery.- Jun 14, 2025
- Viren S Doshi
CCP-Occupied China's Monopoly of Rare Earth Elements, Lithium and Cobalt: Impact on Global EV Markets and Retaliation by US and India
This analytical report examines Chinese Communist Party (CCP)-occupied China’s dominance over critical minerals — lithium, cobalt, and rare earth elements (REEs). Report examines how this dominance shapes global electric vehicle (EV) markets, creating strategic challenges for the free world, specifically the United States and India. While examining the EV dynamics of US, the report analyses Leftist Biden-Harris Autopen Administration’s promotion measures for “other-than-Tesla” EVs, EV tax credit and Trump’s “One Big Beautiful Bill” and other actions against EVs. This report examines Indian developments around EVs. Congress party leader Rahul Gandhi, infamous for a “secret” MoU with the CCP, has repeatedly and openly promoted EVs. The report takes note of India’s EV producers (Tata, Mahindra, and others) and India’s efforts to counter CCP-occupied China’s mineral dominance. CCP-Occupied China’s Control Over Critical Minerals CCP-occupied China dominates EV supply chains: Lithium: Mines 17% of global lithium, refines ~65-70%. Australia (43%) and Chile (25%) lead mining, but CCP firms like Ganfeng Lithium control refining. Cobalt: Congo produces ~70% of cobalt, with Chinese Communist Party firms (e.g. CMOC) controlling ~60%. CCP-occupied China refines ~80% of battery-grade cobalt. EVs require ~200 kg of critical minerals against ~35 kg required for ICE (Internal Combustion Engine) vehicles, amplifying vulnerabilities. REEs: Mines ~60-69% of REEs, processes ~90-92%, including 99.9% of heavy REEs (e.g., dysprosium) in 2024 due to a Vietnamese facility outage. As part of its unfair trade practices and trade war, CCP-occupied China has imposed export restrictions (e.g. April 2025 ban on seven heavy REEs and magnets). Impact on Global EV Markets Despite EVs being heavier by 30 % by weight, impacting fuel efficiency and road infrastructure, thanks to climate propaganda, Global EV sales hit 17 million in 2024 (CCP-occupied China: 11.3 million, Europe: 3.2 million, U.S.: 1.5 million). CCP-occupied China’s dominance creates risks: Supply Disruptions: REE magnet bans imposed by CCP-occupied China threaten EV motor production (~520g REEs per vehicle) in other countries, thereby thwarting diversification and competition. Cost Pressures: Indian firms like Tata face delays due to end-user certificate requirements and other intentional delays by CCP-occupied China firms, risking halts by June 2025. Geopolitical Leverage: CCP-occupied China’s 65% lithium and 80% cobalt refining share creates bottlenecks. The International Energy Agency forecasts a 500% demand rise by 2050. Global EV markets are facing uncertainties due to technical, servicing-related and geopolitical factors. The US and India, the Big Two, are in retaliation mode in response to unfair trade practices and the trade war of CCP-occupied China. U.S. Retaliation, Political Dynamics and Elon Musk’s Tesla - the American EV producer To comprehend the domestic, at times CCP-backed, political dynamics around EVs in a big democracy like US; the background of EV policies and politics across last few years may be viewed first. The U.S. federal EV tax credit, worth up to $7,500, incentivises new electric vehicle purchases or leases to reduce emissions and support domestic manufacturing. Introduced in 2008 under President Barack Hussein Obama, it was expanded via the 2022 Inflation Reduction Act (IRA) under President Joe Biden. This tax credit applies to SUVs/trucks under $80,000 and sedans under $55,000, assembled in North America, with battery materials meeting sourcing rules (e.g. excluding CCP-occupied China). Eligible Buyers must earn ≤$150,000 (individuals) or ≤$300,000 (couples). The incentives also cover $4,000 credit for used EVs (≤$25,000) and a 30% credit (up to $7,500) for commercial EVs. In 2024, ~3.4 million households claimed over $8 billion in these credits, reducing prices for models like the Tesla Model Y ($7,500 cheaper) and Ford F-150 Lightning (from $62,995 to $55,495). This incentive supposedly boosts EV adoption, supports U.S. EV automakers. Critics say this favours high-income buyers and firms like Tesla ($2.7 billion in carbon credits). Elon Musk opposed EV subsidies in 2021, claiming Tesla succeeded without them, though Tesla benefited a lot from them. After Biden’s 2021 EV summit excluded Tesla, Musk aligned with nationalists led by Trump in 2024, criticising leftist Democrats. Elon Musk’s Republican alignment and Department of Government Efficiency (DOGE) role polarised Democrats. The Electric Vehicle Intelligence Report poll 2025 showed Democrat support for EV mandates fell to 78% from 85% in 2023, citing Musk’s Trump ties and Tesla’s $2.7 billion carbon credits as elitist. In 2025, Musk favoured the continuation of incentives as Tesla’s sales dipped (1.8 million vehicles, down 1% from 2023). Elon Musk also claims credit repeal would hurt GM and Ford more, but Tesla, too, could lose 100,000 U.S. sales annually. Some environmental activists see Musk as a climate ally but distrust his ties with CCP-occupied China (Shanghai Gigafactory). Tesla’s Supply Chain: Tesla likely relies on CCP-occupied China’s minerals. Lithium: Sourced from Australia and the U.S., but CCP’s ~65% refining share implies indirect, if not direct, dependence. Cobalt: Lithium Iron Phosphate Battery (LFP) LFP batteries (Model 3/Y) avoid cobalt; NMC batteries use CCP-occupied China refined cobalt (~80% of supply). REEs: Model Y motors use ~520g of REEs. CCP-occupied China’s 90% processing dominance suggests reliance, somehow via CATL (Contemporary Amperex Technology Co. Limited), a CCP-occupied China company in Shanghai. Reportedly, Tesla mitigates this dependence on CCP-occupied China companies by using LFP batteries, REE-free motors (announced 2023, impacting CCP-occupied China companies’ stocks by 5.9-10%), and North American sourcing. Democrats’ Perspective: Democrats view EVs as vital for climate goals (Biden’s 50% EV sales target by 2030). Democrats frame EV credits as job creators. But their excluding of Musk from policy discussions alienated Tesla. Trump’s Actions Against EVs Trump’s anti-EV stance, based on climate scepticism and self-reliance, includes serial actions: Trump Campaign (2024): Pledged to “cancel the EV mandate” (officially tactfully projected as emission targets by the Biden Administration) and repeal the $7,500 credit, claiming EVs would kill 40% of auto jobs. Promised increased oil production (“drill, baby, drill”). Transition Planning (November 2024): Trump’s team proposed for repeal of the EV tax credit to compensate for proposed tax cuts, offsetting $921 billion. Executive Orders (January 2025): Unleashing American Energy, the Presidential orders halted funding worth $7.5 billion in EV charging infrastructure (NEVI/CFI programs). The orders rescinded Biden’s 50% EV sales goal by 2030 and signalled relaxing EPA tailpipe emissions rules. Legislative Support (Feb-May 2025): Backed Sen. John Barrasso’s S. 541 (Eliminating Lavish Incentives to Electric Vehicles Act), repealing the $7,500 credit, $4,000 used EV credit, and charging incentives, effective 30 days post-passage. Supported Sen. Deb Fischer’s bill for a $1,000 one-time EV purchase fee, citing road damage from EV weight, as previously stated, EVs are far more heavier compared to equivalent petrol vehicles. Big Beautiful Bill (May 2025): Trump secured near-unanimous Republican support for the “One Big Beautiful Bill” (1,116-page Republican tax and budget proposal) passed by the House, curtailing EV incentives. The bill eliminates the $7,500 new EV tax credit, the $4,000 used EV tax credit, and charging station credits effective December 31, 2025 (originally expiring in 2032). The bill imposes new fees - a $250 annual EV owner fee and $100 for hybrids to offset gas tax losses, managed by the Federal Highway Administration. The bill extends the 2017 Tax Cuts and Jobs Act (TCJA), offering a $10,000 deduction for interest on U.S.-assembled vehicle loans (≤$100,000 income) but excludes EVs from this. The Senate is reviewing the bill. The bill aims to reduce reliance on CCP-occupied China’s minerals and rare earths. California Emissions Waiver (May 2025): Supported Senate Republicans blocking California’s 2035 fossil fuel car phase-out, affecting 12 states and 30% of the U.S. market. Tariffs (April, May, June 2025): Imposed 25% import tariffs on cars, parts, and semiconductors. Distancing from Musk: In June 2025, Trump criticised Musk, accusing him of flip-flopping on EV credits: “Elon knew the bill’s inner workings… now he has a problem.” President Trump unplugged California’s EV mandates by signing three Congressional Review Act resolutions into law in second week of June 2025. These serial actions are likely to cut U.S. EV sales by 40% by 2030 and aim to protect 1.5 million auto jobs and reduce mineral reliance on CCP-occupied China. Trump’s actions protect immediate U.S. interests. Diversifying supply chains is a more strategic long-term objective that which Trump Administration is yet to spell out. India’s Retaliation, Domestic EV Players and Political Dynamics India is also a big democracy and deals with adversarial half front within similarly to the US. India’s 100% import dependence for lithium and cobalt (82% lithium, 60% graphite from CCP-occupied China) and REE magnet bans pose risks for which it has promulgated mitigation plans. National Critical Mineral Mission (NCMM): Launched in 2025 with Rs. 34,300 crore; it targets exploration (e.g. 5.9 million tonnes of lithium in Jammu & Kashmir), recycling, and acquisitions via KABIL (Khanij Bidesh India Ltd, a joint venture company promoted by reputed Indian mining companies) of lithium blocks in Argentina and Australia as well as copper blocks in Zambia. Allied Partnerships: Joined the U.S.-led Mineral Security Partnership (2023), exploring REEs from Kazakhstan, Vietnam and Australia’s Lynas. A $1 billion Australian deal for lithium and cobalt is underway. Refining Capacity: Public Sector company IREL’s Vizag plant produces 3,000 kg of samarium-cobalt magnets (aerospace-focused). A 20,000-tonne REE plant in Odisha by 2028 challenges CCP-occupied China’s 200,000-tonne capacity. Policy: The 2024 EV policy cuts import tariffs to 15% for $500 million local investments, attracting Tesla but challenging domestic firms. Rs. 1,000 crore provision in public spending supports charging infrastructure for 100,000 EVs by 2030. Innovation: Funds cobalt-free LFP batteries and REE substitutes, with IIT Mumbai developing tetrataenite magnets. India’s indigenisation efforts align with its broader goal of reducing reliance on CCP-occupied China. Indian EV Producers India’s EV sales reached 100,000 units in 2024 (2.5% of 4.3 million car sales), targeting 30% by 2030. Tata Motors: Leads with Nexon EV and Tigor EV, investing $1 billion. Opposes tariff cuts to protect its 60% market share. Mahindra & Mahindra: Offers eVerito and XUV400 EV, with $500 million invested. Maruti Suzuki: Launched e-Vitara in 2025, scaling up. MG Motor India: A China-India joint venture company (SAIC-JSW), sells ZS EV. VinFast: Vietnam’s entrant showcased EVs in 2025. Telsa’s India investments ($2-3 billion) include Mumbai and Delhi showrooms, and also possibly a manufacturing facility in India for its selected cars. CCP-occupied China's REE magnet bans and other unfair trade practices threaten indigenous and “Make in India for the World” production (~550g REEs per EV vs. 140g for ICE Vehicle). Domestic firms seek tariff protection against CCP-occupied China's EVs until 2029. India is dealing with the CCP-occupied China threats by short term measures and long term plans for own production as stated above. Congress Leader Rahul Gandhi’s EV Advocacy Rahul Gandhi’s propaganda of EVs is notable. In interactions with Naga students and in an important parliamentary speech as leader of opposition, he raised concerns that were in alignment with CCP-occupied China’s interests. Naga Students Interaction (February 2025): In a discussion with Naga students, Rahul Gandhi “emphasised EVs as part of a mobility “revolution”, stating, “Future of mobility will change everything”. He “urged” educational reforms to prepare for EV-driven industries, framing it as “economic progress”. This aligns with CCP-occupied China’s EV dominance, given India’s mineral import reliance. Parliamentary Speech: Responding to the President’s Inaugural Address for the Budget 2025 session, Rahul Gandhi highlighted EVs, advocating for EV manufacturing to “create” jobs. He criticised Modi government’s “slow” progress on EV infrastructure. His focus on EVs without addressing supply chain risks fuels debate. His 2008 MoU with the CCP highlights transparency concerns, amplifying suspicions about his EV advocacy. Strategic Considerations & Recommendations Demoting CCP-occupied China linked EVs by US and India would impact CCP-occupied China’s 11.3 million EV sales and monopoly over supply chains. Apropos, these recommendations are made. U.S.: Expand MP Materials Corporation operations, fund LFP batteries, develop tetrataenite. Tariffs to protect domestic EVs producers. India: Accelerate NCMM, secure KABIL assets, scale refining. Support Tata, Mahindra and other producers like Tesla if they focus on developing indigenous technology and supply chain diversification as well as resilience. Global: Partner with Australia, Canada and Vietnam to diversify. Conclusion CCP-occupied China’s ~65-80% control over lithium, cobalt, and REE processing threatens EV markets. Trump’s anti-EV actions serve the immediate interests of the US. India’s robust efforts counter CCP-occupied China’s dominance. Rahul Gandhi’s EV advocacy in Nagaland and Parliament lacks a take on supply chain nuance. Diversifying supply chains and innovation can counter CCP-occupied China while also advancing alternative energy and more importantly self-reliance.Reports View All
