Diplomatic sources revealed that China has lifted curbs on exports of those key items, responding directly to New Delhi’s priorities—a clear signal towards easing supply chain constraints impacting India’s agricultural and industrial sectors. This decision may also ease pressure on manufacturing and infrastructure projects, where such materials are essential.
At the same time, Jaishankar pressed for continued de-escalation along the disputed Line of Actual Control. He emphasised that while differences exist, they must not fester into disputes—highlighting the importance of maintaining peace as a foundation for broader cooperation.
Wang Yi echoed the sentiment, calling on both nations to regard each other as partners rather than rivals. He spoke of fostering a "correct strategic understanding" based on mutual trust, respect and long-term benefit—departing from adversarial postures.
These developments reinforce a growing thaw in ties. During Wang Yi’s visit to New Delhi, India’s government also welcomed resumption of pilgrim access to Tibet, including critical routes to Kailash-Mansarovar, symbolising renewed people-to-people ties and cultural exchange.
These diplomatic overtures arrive against a backdrop of shifting global realignments. The United States’ imposition of steep tariffs on Indian goods, particularly over oil trade with Russia, has complicated New Delhi’s external economic relationships. India appears to be recalibrating, showing greater openness to strategic engagement with Beijing even as it navigates pressure from Washington.
Building on earlier progress, both ministers traced improvements in bilateral ties back to agreements reached last year on border patrolling protocols and phased disengagement. Observers note that those measures have helped establish a baseline of stability, which now facilitates broader dialogue on economic and strategic issues.
India’s export dependence on China, particularly for rare-earth materials essential to electronics, renewable technologies and heavy industry, has long been a strategic concern. The new assurances from Beijing signal potential relief for domestic industries, including infrastructure development and agriculture, which rely heavily on fertilisers and specialised equipment.
Analysts interpret this diplomatic outreach not necessarily as a sweeping strategic realignment, but as a tactical adjustment—prompted, in part, by external geopolitical shifts, including pressure from US trade policies. In this view, both India and China seek to stabilise ties without committing to deeper alignment.
As part of ongoing talks, discussions are also expected to extend to border troop reductions, restoration of flight connectivity, and facilitation of tracking pilgrim routes—all of which would signal sustained strengthening of cooperation.