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Brazil and India to Deepen Ties on Critical Minerals and AI

Written by: Team Angel OneUpdated on: 21 Feb 2026, 3:48 pm IST
Brazil’s President Lula and Indian PM Modi to discuss critical minerals and AI cooperation amid shifting global supply chains and tech geopolitics.
Brazil and India to Deepen Ties on Critical Minerals and AI
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Brazilian President Luiz Inacio Lula da Silva is set to hold bilateral talks with Prime Minister Narendra Modi in New Delhi, with cooperation on critical minerals and artificial intelligence high on the agenda, as per Bloomberg report.  

The visit comes as both nations seek to strengthen their role as leading voices of the developing world amid rising geopolitical fragmentation. 

Critical Minerals and Strategic Supply Chains 

As per the report, both sides are working toward a framework agreement on cooperation in critical minerals and rare earths, which could be announced after the leaders’ talks. Brazil holds the world’s second-largest reserves of rare earths, positioning it as a strategic partner for India. 

Both countries aim to move beyond being suppliers of raw materials and expand into processing and value addition. This comes as China continues to dominate extraction and processing, while countries such as the US look to diversify supply chains. 

The discussions also follow recent trade tensions after US President Donald Trump imposed 50% tariffs on both nations. India and Brazil have previously agreed to work together on defence, energy, food security and reducing non-tariff barriers to boost trade. 

AI Governance and Developing World Voice 

Artificial intelligence is expected to be another central theme of the talks. Brazil has called for a more inclusive global debate on AI governance, arguing that developing nations must have a stronger role in shaping regulatory frameworks. 

Speaking at the AI Summit in New Delhi, Prime Minister Modi said, “Design and develop in India. Deliver to the world, deliver to humanity.”  

Lula echoed similar concerns about equitable access to AI technologies, stating, “The governance framework for these technologies will determine who participates, who is exploited and who is left on the sidelines of this process. Putting human beings at the center of our decisions is an urgent task.” 

Brazil has advocated democratising AI access while strengthening safeguards against disinformation and algorithmic bias. “When a few control the algorithms and digital infrastructure, we are not talking about innovation, but domination,” Lula said, emphasising the need to regulate large technology platforms. 

Read More: India is in Talks with Canada, France, Brazil, Netherlands on Critical Minerals Deals! 

Conclusion 

As members of both the G20 and BRICS, India and Brazil are positioning themselves to influence global debates on mineral supply chains and AI governance. Closer coordination between the two emerging economies could reshape how developing nations engage with next-generation technologies and critical resources in a rapidly evolving global order. 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.  

Investments in the securities market are subject to market risks, read all the related documents carefully before investing. 

Published on: Feb 21, 2026, 10:18 AM IST

Team Angel One

Team Angel One is a group of experienced financial writers that deliver insightful articles on the stock market, IPO, economy, personal finance, commodities and related categories.

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