Pax Silica Plan: How India Could Gain From US Supply Chain Push

The U.S. has invited India to participate in the Pax Silica initiative, aimed at strengthening global supply chains for critical minerals, semiconductors, and advanced technologies. Market expert Sudip Bandyopadhyay, Group Chairman, Inditrade Capital, says the move could reshape geopolitical alliances and reduce global dependence on China for rare earth materials. According to Bandyopadhyay, a user-led alliance involving the U.S., India, Japan, and South Korea could create a powerful counterweight in critical resource negotiations. Indian sectors that could benefit include domestic automobile and EV manufacturers such as Tata Motors, Mahindra, and Bajaj Auto, along with mining players like GMDC. While NMDC may see indirect gains, the development is seen as a strategically positive step for India’s long-term economic and technological growth.