“The processes and the machinery for extraction And making the final application magnets in our case. Ah, both, ah, China introduced an embargo about three years ago on the export of that machinery. Long before they actually did the embargo on the red earth magnets.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Bhaktha Keshavachar
AssertionPartly supported
Keshavachar: China's April 2025 rare earth embargo shut down global companies
“They did an embargo on the export of rare earth-based magnets and a few other components in April of 25. So that led to shutting down Several companies all around the world.”
Bhaktha KeshavacharJun 3, 2026▶ 2:09India's Answer To China's Control On Global Supply Chain | Bhaktha, Chara Tech
AssertionContradicted
Keshavachar: Rare-earth PMSM is the only deployed efficient motor tech today
“Today the only way to build an efficient motor is using the rare earth-based magnets. It's called PMSM motor. There's no other technology that is deployed”
Bhaktha KeshavacharJun 3, 2026▶ 3:00India's Answer To China's Control On Global Supply Chain | Bhaktha, Chara Tech
PredictionNot checkable as stated
Keshavachar: Next civilization will be built on rare earths
“I strongly believe that the next civilization, ah, will be built on rare earths. Whoever controls the rare earths will have an upper hand.”
Bhaktha KeshavacharJun 3, 2026▶ 4:55India's Answer To China's Control On Global Supply Chain | Bhaktha, Chara Tech
AssertionContradicted
Keshavachar: India lacks battery production capacity and imports every cell
“Ah, the third one is batteries, which India still does not have any production capacity. I know they're all coming up, but as of now, every cell that used in India is imported from outside.”
Bhaktha KeshavacharJun 3, 2026▶ 26:37India's Answer To China's Control On Global Supply Chain | Bhaktha, Chara Tech
Opinion
Keshavachar: Indian deep tech startups must look abroad beyond $10M rounds
“So there is support for pre-seed, seed, pre-series A and series A, whichever way you define it, initial stages, let's say up to ten million dollars rounds. Beyond that, it is harder in India. We have to look outside.”
Bhaktha KeshavacharJun 3, 2026▶ 39:19India's Answer To China's Control On Global Supply Chain | Bhaktha, Chara Tech
AssertionPartly supported
Keshavachar: Each ton of rare earths generates 2,000 tons of radioactive waste
“Every ton of rare earth minerals extraction generates 2000 tons of radioactive waste.”
Bhaktha KeshavacharJun 3, 2026▶ 7:39India's Answer To China's Control On Global Supply Chain | Bhaktha, Chara Tech
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