Modi Lula Critical Minerals AI Alliance discussions took centre stage on Friday as Prime Minister Narendra Modi and Brazilian President Luiz Inácio Lula da Silva advanced plans to deepen strategic cooperation. The proposed partnership aims to secure supply chains for electric vehicle (EV) batteries and semiconductors, key sectors in the global clean energy and technology transition. President Lula, who is in India for high-level meetings, is holding talks focused on resource security and collaboration in emerging technologies.
Modi Lula Critical Minerals AI Alliance: Securing Critical Mineral Supply
Under the Modi Lula Critical Minerals AI Alliance, India and Brazil are positioning themselves as long-term partners in securing access to strategic mineral resources. Both countries bring complementary strengths to the framework. Brazil holds significant reserves of lithium, nickel, rare earth elements and other key inputs, while India is rapidly expanding its manufacturing base under its industrial development programmes.
Government representatives said the Modi Lula Critical Minerals AI Alliance aims to reduce supply chain disruptions and cut reliance on limited global suppliers. The two countries plan to strengthen resilience in mineral sourcing and processing through direct cooperation.
The partnership may include joint exploration, investment in refining facilities, technology sharing, and structured trade mechanisms. Both governments have confirmed that mineral security remains a core pillar of the Modi Lula Critical Minerals AI Alliance framework.
Focus on EVs and Semiconductor Ecosystems
The proposed alliance aligns with India’s push to expand domestic EV manufacturing and semiconductor fabrication. India has introduced policy incentives to encourage battery production and chip manufacturing, seeking to reduce import dependence. Reliable access to raw materials remains a key requirement for these sectors.
Brazil, for its part, is strengthening its role in global mineral supply chains while investing in value-added processing. Cooperation in refining and downstream industries could benefit both countries, according to officials involved in preparatory talks.
The semiconductor component of the agreement may also involve research collaboration and skills exchange in chip design and AI-driven manufacturing systems. Experts note that artificial intelligence plays a growing role in resource mapping, predictive maintenance, and supply chain optimisation.
Positioning as Global South Partners
The visit comes at a time when both India and Brazil have sought to amplify the voice of developing nations in global economic forums. Leaders from both countries have repeatedly emphasised the importance of fair access to technology and climate transition financing for emerging economies.
Diplomatic sources said the Critical Minerals and AI Alliance reflects a broader effort to strengthen South-South cooperation. By building industrial capacity and technology partnerships, the two countries aim to reduce vulnerabilities in global trade structures.
India and Brazil are key members of groupings such as BRICS and the G20. Both have advocated for reforms in global governance systems to better represent developing economies. Strengthened bilateral cooperation in strategic sectors may reinforce their shared policy positions.
Expanding Bilateral Economic Ties
Trade between India and Brazil has grown steadily over the past decade, spanning sectors such as agriculture, energy, pharmaceuticals, and engineering goods. Officials from both sides have indicated that mineral and technology collaboration could further diversify economic engagement.
Business delegations accompanying President Lula are expected to hold discussions with Indian industry leaders during the visit. Government representatives have also signalled interest in facilitating private sector partnerships under the new framework.
While the alliance is expected to focus on long-term cooperation, implementation details, including timelines and financial commitments, will likely emerge in subsequent joint statements.
As President Lula continues his engagements in New Delhi, policymakers and industry stakeholders are watching closely. The proposed Critical Minerals and AI Alliance marks a significant step in India-Brazil relations, reflecting shared priorities in supply chain security, clean energy, and advanced technology development.
Also read: Trump’s 10% Global Tariff: How India Could Be Impacted After Supreme Court Ruling
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Last Updated on: Saturday, February 21, 2026 11:47 am by News Vent Team | Published by: News Vent Team on Saturday, February 21, 2026 11:46 am | News Categories: Politics
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