Battery-Grade Lithium Carbonate
$0.80 bnAnnual import
0%Indian capability
3,550Supplier concentration (HHI)
₹5,000 crTo localise
Why India imports it. India has no lithium reserves; KABIL MoUs with Argentina, Australia, Chile.
Why it matters. Lithium is the binding constraint for EV + ESS rollout.
Can India localise it? Hard - upstream is geological; only via KABIL JVs.
Where it comes from. Chile (45%), Australia (35%), Argentina (15%).
Scorecard
The ten indices
CMDI 84.25Dependency
LPI 33.25Localisation potential
IAI 58.75Investment attractiveness
SRI 72.75Supply risk
SCI 53.75Supply-chain complexity
TRI 43.75Technology readiness
IMI 70.5Industrial multiplier
NSRI 67.25National-security relevance
EPI 62.75Export potential
ICGI 72.5Capability gap
Who makes it
Manufacturers
In India
No significant domestic maker.
Global leaders
SqmAlbemarleTianqi Lithium
On the ground
Localisation projects
- KABIL Argentina Lithium Brine Project
Intelligence
Related signals
- India Now Has a Structured Map of Where It Stays Import-Dependent
- India's Deepest Chokepoints: EUV Photoresist, Leading-Edge Logic and Aero-Engines
- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
- From Mineral Security to Mineral Processing — Why the Midstream Layer Decides Competitiveness
Sources
Primary references
Confidence: Verified. Verified: KABIL MoU with Argentina. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).