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India Rare Earths Monitor - September 2026

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Thematic (Sector/Industry)

India Metals and mining / Thematic (Sector/Industry)

<ul>
<li>India's INR7,280 crore REPM magnet-incentive tender moved to end of July 2026, as NAN GreenMet anchors Andhra Pradesh's INR50,000 crore push toward India's first integrated rare earth magnet plant</li>
<li>July prices consolidated after June's surge. Pr-Nd oxide fell 7.6% and dysprosium oxide 11.2%, while separated praseodymium and neodymium held firm on tight spot supply</li>
<li>India holds top-tier reserves but produces under 1% of global output and depends on China for ~95% of magnet imports,a value gap defining the medium-term investment case</li>
</ul>


India's INR7,280 crore REPM magnet-incentive tender moved to end of July 2026, as NAN GreenMet anchors Andhra Pradesh's INR50,000 crore push toward India's first integrated rare earth magnet plant
July prices consolidated after June's surge. Pr-Nd oxide fell 7.6% and dysprosium oxide 11.2%, while separated praseodymium and neodymium held firm on tight spot supply
India holds top-tier reserves but produces under 1% of global output and depends on China for ~95% of magnet imports,a value gap defining the medium-term investment case


India Rare Earths Monitor - July 2026