Natural Resources & Industrial Location

On March 27, 2026, industry experts speaking at Semicon China in Shanghai warned that the ongoing conflict in West Asia has tightened global helium supply, and this shortage has already started affecting tech supply chains. Helium is critical for chipmaking, and companies are now facing delays in production, longer delivery times and higher costs. The news comes as Qatar, which supplies nearly one-third of the world’s helium, faces disruptions, leaving the semiconductor, electronics, automobile and medical device industries scrambling for alternatives.

A new study by the Centre for Research on Energy and Clean Air (CREA) revealed that India's coal-fired power generation fell by 3% in 2025 compared to 2024, marking the first year-on-year decline in half a century without pandemic influence. This shift highlights the rapid rise in clean energy sources like solar and wind, which outpaced overall power demand growth, signaling a potential peak in coal use and supporting India's climate goals.

Newly appointed US Ambassador to India, Sergio Gor, announced during his first address at the US Embassy in New Delhi that India will be invited as a full member to the US-led Pax Silica initiative next month. This comes just a month after India was initially left out, signaling a positive shift in bilateral relations. Gor also highlighted the strong personal friendship between US President Donald Trump and Indian Prime Minister Narendra Modi, mentioned his own direct connections to the White House, and noted upcoming trade talks on January 13 to resolve ongoing issues, all aimed at strengthening cooperation in technology, security, and economy amid global geopolitical tensions.

The President of India, Smt Droupadi Murmu, presented the National Energy Conservation Awards 2025 and prizes for the National Painting Competition on Energy Conservation during the celebrations of National Energy Conservation Day in New Delhi. This event underscores the government's focus on promoting energy efficiency, reducing carbon emissions, and aligning with sustainable development goals, which are crucial for India's environmental commitments under global frameworks like the Paris Agreement.

On October 30, 2025, during the APEC summit in Busan, South Korea, US President Donald Trump and Chinese President Xi Jinping held a nearly two-hour bilateral meeting at Gimhae International Airport. This face-to-face discussion, the first since Trump's second term began, resulted in immediate announcements of trade concessions. Trump declared the talks a "roaring success," revealing a one-year agreement on rare earth mineral exports and a cut in US tariffs linked to China's role in the fentanyl crisis from 20% to 10%. These steps aim to pause escalating trade frictions that have disrupted global markets, with China agreeing to suspend its recent export controls on critical minerals. The developments are significant now as they prevent further supply chain breakdowns amid ongoing US-China economic rivalry, offering short-term relief while signaling potential for broader deals.

US President Donald Trump and Chinese President Xi Jinping met for about 90 minutes on October 30, 2025, in Busan, South Korea, on the sidelines of the Asia-Pacific Economic Cooperation (APEC) summit, marking their first face-to-face talks since Trump's re-election. The meeting culminated in a one-year trade truce, including tariff reductions on rare earth minerals critical for tech and defense, and a near-finalized deal placing TikTok under US ownership. This de-escalation comes amid heightened US-China frictions over technology and supply chains, with Trump describing the talks as "amazing" and rating them a "12 out of 10," signaling potential relief for global markets strained by ongoing tariff wars.

On October 20, 2025, Amazon Web Services (AWS) experienced a significant outage due to a DNS resolution issue in its DynamoDB service endpoints, affecting over 1,000 online platforms and services globally. This event disrupted everyday digital activities for millions, from messaging apps to financial transactions, and highlighted the critical role of cloud infrastructure in modern internet operations, prompting discussions on the need for greater diversification in cloud reliance.

China has expanded its export controls on rare earth elements and technologies, adding five more elements to its restricted list effective October 9, 2025, amid escalating US-China trade tensions. This move has prompted US Treasury Secretary Scott Bessent to call for support from allies like India against China's actions, potentially accelerating stalled India-US trade negotiations as Indian officials visit Washington this week to address the 50% tariffs imposed on Indian exports due to Russian oil imports, highlighting shared concerns over critical minerals supply chains.

China has recently tightened export controls on rare earth technologies and materials, adding more elements to its restricted list amid rising tensions with the US over tariffs. This move has disrupted global supply chains for key technologies like electric vehicles and wind turbines, prompting India to plan a national stockpile of rare earth elements to protect its growing needs in clean energy and manufacturing sectors.

During Mongolian President Khurelsukh Ukhnaa's state visit to New Delhi, India and Mongolia marked the 70th anniversary of their diplomatic relations and the 10th year of their strategic partnership by signing 10 Memorandums of Understanding (MoUs) across various sectors, including energy, defence, and culture, while announcing key initiatives like India's funding for Mongolia's first oil refinery and exploring uranium supplies to enhance mutual cooperation.

A recent modelling study published in the journal Human Reproduction predicts a 10.5% decline in India's twinning rate by 2100 due to falling fertility rates, yet the country will still account for the world's largest share of twin births (23.4%) owing to its massive population size. This has significant public health and demographic implications, as twins face higher mortality risks, and experts are calling for a national twin registry to study environmental factors like pollution alongside genetics, drawing parallels from China's approach to twin research.

China has ramped up its crude oil stockpiling, adding nearly 160 million barrels worth over $10 billion to its reserves in the first nine months of 2025, driven by low global prices and expanding storage capacity. This move, amid ongoing US-China trade tensions and risks of tighter sanctions on key suppliers like Russia and Iran, highlights Beijing's focus on energy security, influencing global oil markets by absorbing excess supply and keeping prices stable.