Southeast Asia and India hold significant critical mineral reserves and an established manufacturing base, making them increasingly important to global supply chains. This report reviews reserves, trade and investment patterns, and policy frameworks across ASEAN and India. It finds that the region still captures limited value from its endowments, owing to concentrated processing capacity outside the region, constrained financing and skills, growing environmental and social risks, fragmented national strategies and rising export restrictions. It sets out four priorities: improving market transparency, mobilising investment and skills for value addition, advancing recycling and innovation, and deepening India–ASEAN cooperation. It also examines Southeast Asia’s potential as a hub for downstream clean-technology manufacturing.
Critical minerals in Southeast Asia and India
A regional overview