TLGS services & expertise · Curated intelligence

Mining, Metals & Critical Minerals

Mining, metals, and critical minerals form the backbone of India's industrial and energy transition economy, supplying inputs for steel, electronics, defence, and clean energy sectors. The Ministry of Mines and Ministry of Steel jointly oversee policy, supported by GSI, IBM, and MECL for exploration and resource assessment. Current policy direction focuses on auction-led transparency, critical mineral security through domestic exploration and overseas acquisitions, and reducing import dependence for battery and semiconductor supply chains.

critical-mineralssteel-productionmineral-explorationbattery-supply-chainrare-earth-elementsmine-auctionsoverseas-acquisitionsgreen-steel
7Curated research notes
1Relevant TLGS professionals

Bharat Pulse · Enterprise intelligence · 17 September 2026

Executive Agenda

Policy developments translated into commercial implications, decisions and practical next steps.

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Bharat Pulse · TLGS Research · 2026-09-15

Research for this sector

Official-source facts and TLGS perspectives, separated by status. An announced project is not an open bid; consultancy fees are distinct from the value of the underlying project.

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Prepared research edition. Advertised notices require current issuer, corrigendum and award-status checks. This is not an exhaustive live procurement feed or a statement that TLGS is retained on these projects.

Announced project

Freight-linked railway capacity: Odisha and Jharkhand watch

Government-announced · package status unverifiedAbout ₹3,907 crore · two-project programme

The same government publication identifies Paradip–Haridaspur doubling and a fourth line between Rajkharsawan and Dangoaposi. Their combined announced cost is approximately ₹3,907 crore.

Transport, Logistics & Mobility · Mining, Metals & Critical Minerals · Power, Energy & Renewables

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Selected mandate · SBL / EMWA

Resolving an industrial supply-chain bottleneck.

A completed TLGS mandate for Special Blasts Limited and SBL Energy Limited, representing affected EMWA members on an ammonium nitrate port-handling issue with consequences for mining, power, steel, cement and infrastructure supply chains.

TLGS scope completed

International trading & strategic supply

Connecting requirements.
Opening markets.

Trading is a core TLGS activity, alongside consulting and implementation support. We connect mineral, commodity and industrial requirements with sourcing, commercial structuring and coordinated follow-through across markets.

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TLGS expertise

Our people in this sector

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Shri Parag Gupta, IAS (Retd.)

Former Additional Chief Secretary, Government of Odisha; former Adviser, NITI Aayog

Distinguished Policy Principal

Public Policy, Infrastructure, Institutional Governance & Regulatory Strategy

Former Additional Chief Secretary, Government of Odisha, and former Adviser, NITI Aayog, with a public-policy and infrastructure background.

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Bharat Pulse Dialogues

The sector in conversation.

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Dr. Rajiv Narang with Dr. Karan Garg during a TLGS interactionBharat Pulse Dialogues

Industry & Strategic Resources

Dr. Rajiv Narang

Former Outstanding Scientist & Director, Centre for Fire, Explosive and Environment Safety, DRDO

CFEES, Defence Research and Development Organisation

Scientific understanding in the policy conversation.

An interaction with Dr. Karan Garg

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Bharat Pulse · Industrial policy

When a port circular becomes an industry-wide policy issue.

Lessons from TLGS’s SBL / EMWA engagement: connect the statutory question, specialist evidence, supply-chain consequences and the administrative decision sought.

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Published 13 September 2026 · Historical case-based analysis, not a new government announcement or cargo-handling guidance.

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