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Rare earth PLI scheme can close India’s midstream gap, but two-year timeline is tough: EY’s Saurabh Agarwal

India’s auto, electronics and clean-energy industries have welcomed the rare earth magnet PLI scheme as a critical move to cut dependence on China, but experts say its success will hinge on how quickly midstream processing capacity can be built and whether the ambitious two-year setup deadline is achievable.

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