India and Canada are on track to conclude negotiations for a Comprehensive Economic Partnership Agreement (CEPA) by the end of the year, targeting a doubling of bilateral trade to C$70 billion by 2030. Backed by a 300-member Canadian delegation visit to India, commercial interest remains strong across critical minerals, aerospace, energy, and data infrastructure. In contrast, global supply chain dynamics face new complexities after China announced draft restrictions on exporting 40 cutting-edge technologies across solar manufacturing, AI models, and biotechnology. These export controls cover next-generation photovoltaic wafer production and foundational AI frameworks, potentially impacting international solar developers working to reduce Chinese component dependency.