毕马威（KPMG）：2025保障供应链安全：应对电动汽车原材料挑战研究报告（英文版）（26页）.pdf

1、December the Difference.Securing thePreparing for the electric vehicle raw material challengesupply chain2Preparing for the electric vehicle raw material challenge 2025 KPMG Assurance and Consulting Services LLP,an Indian Limited Liability Partnership and a member firm of the KPMG global organizatio

2、n of independent member firms affiliated with KPMG International Limited,a private English company limited by guarantee.All rights reserved.Securing the supply chain:Table of ContentsExecutive summary 31.EV growth story in India 52.Mineral dependence for EV transition 83.Supply chain risks104.Global

3、 mitigation strategies135.Indias readiness for the EV raw material challenge 19 2025 KPMG Assurance and Consulting Services LLP,an Indian Limited Liability Partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited,a private E

4、nglish company limited by guarantee.All rights reserved.3Preparing for the electric vehicle raw material challenge 2025 KPMG Assurance and Consulting Services LLP,an Indian Limited Liability Partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPM

5、G International Limited,a private English company limited by guarantee.All rights reserved.Securing the supply chain:Source:(1)Indias Shift to Sustainable Mobility:Embracing Electric,Hybrid,and Alternative Fuel Vehicles Economic Times news article dated 23 October 2025.(2)Vahan dashboard accessed on

6、 1 November 2025,SMEV,and KPMG in India analysis.(3)KPMG in India Analysis basis primary and secondary research.(4)India needs to diversify its critical mineral sourcing strategy Institute for Energy Economics and Financial Analysis news article dated 28 October 2024.Executive summary(1/2)India,the