India’s New Uranium Ally | Google’s $15B Investment is Vizag | Op Sindoor: 100+ Pakistani Soldiers Neutralized

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories.

First up, China’s rare earth chokehold just tightened. Beijing has slapped export bans on companies linked to foreign militaries — a blow to the US, whose fighter jets and missiles rely on these critical minerals. Treasury Secretary Scott Bessent says allies like India and Europe are rallying to build alternative supply chains. Washington’s betting on India’s new Strategic Mineral Recovery plan to extract rare earths and lithium from heavy industries. The race to break China’s monopoly has officially begun.

In South Asia, India quietly revealed Operation Sindoor’s real score — over 100 Pakistani soldiers killed during May’s LoC clashes, far higher than known. Pakistan inadvertently confirmed it through its own awards list. For India, this marked a new era of “controlled yet decisive” military action that forced a quick ceasefire.

Meanwhile, India and Mongolia deepened their bond with 10 new pacts covering uranium, oil refining, and defense. A $1.7 billion Indian-funded refinery will anchor Mongolia’s energy security by 2028, while New Delhi eyes its vast uranium and copper reserves.

Back home, Google’s $15 billion bet on India made waves. Its new AI hub in Visakhapatnam will be the largest outside the US, built with Adani and Airtel. A subsea cable and mega data network aim to power India’s digital future.

And finally, India’s exporters are on the brink of a windfall — duty-free access to Europe’s $25 trillion market. With the EU free trade deal nearly done, apparel exports could more than double. India’s trade game is shifting from America to Europe, one handshake at a time.

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