India has formally entered the US-led Pax Silica strategic alliance, a move designed to decouple global supply chains from external dependencies in the semiconductor, AI, and critical mineral sectors. This partnership places India alongside key economies like Japan, South Korea, and the UK, focusing on the end-to-end technology stack—from raw mineral extraction to the deployment of advanced AI infrastructure. Gujarat Mineral Development Corporation (GMDC) has emerged as a central player in this transition. The company's shares recently surged by 4.4%, part of a broader 121% gain over the past 12 months. Investors are increasingly focused on GMDC’s strategic shift toward rare earth elements (REE), which are essential for high-tech manufacturing and defense. Market activity in late 2025 and early 2026 has been further energized by the Cabinet’s approval of a ₹7,280 crore incentive plan for Rare Earth Permanent Magnets. This scheme aims to establish an annual production capacity of 6,000 metric tonnes. GMDC is positioning itself to be a primary beneficiary, planning a massive capital expenditure of ₹13,000 crore by 2030 to develop an integrated REE value chain. Financially, the company remains stable despite mixed quarterly signals. For the quarter ended December 2025, GMDC reported a net profit of ₹133 crore. While operational sales saw a 11.37% dip to ₹579 crore, the company's bottom line was previously bolstered by a significant exceptional gain of ₹474 crore following tax structure adjustments. Operating as India’s second-largest lignite producer, GMDC is diversifying rapidly to meet new industrial demands. Current projections suggest 10% to 15% volume growth in lignite for the 2026 fiscal year. Furthermore, the company’s expansion into coal mining in Odisha and copper projects in Ambaji are expected to begin contributing to revenue by 2027 and 2028 respectively. The National Critical Mineral Mission, backed by a ₹16,300 crore government allocation, provides a robust policy tailwind for these efforts. By eliminating customs duties on 25 critical minerals, the Indian government is lowering the cost of domestic processing. GMDC is leveraging this environment to transition from a traditional mining firm into a high-value critical minerals hub. With a market capitalization holding steady near ₹18,400 crore and a debt-free balance sheet, the company is well-equipped to fund its ambitious 2030 growth targets. The convergence of international diplomacy through Pax Silica and domestic industrial incentives has turned GMDC into a focal point for India’s technological self-reliance.