The record
Written from the 1 report below. Nothing here is unsourced.
- Indian solar panel makers are shutting factories or cutting production because they cannot get enough solar cells, as rules from June 1 require domestic cells to replace Chinese imports and China has curbed exports of relevant technology and equipment.
- Around a third of the country's 140 small and medium module makers have halted output, with waits of up to eight months for domestic cells that cost nearly double Chinese ones.
- The disruptions threaten thousands of jobs, nearly $4 billion in investment and India's 2030 target of 500 GW of non-fossil fuel capacity, and could force greater reliance on coal in the short term.
- The government says it expects adequate cell capacity within six months, but industry sources say closing the supply gap will likely take three to five years.
What to watch next
- Whether the domestic cell shortage eases within the six months the clean energy ministry expects
- Whether the government extends the June 2026 domestic cell deadline beyond the partial waivers already granted
- Any response from China's Commerce Ministry or changes to Chinese export curbs on solar technology and equipment
Coverage1
1 report
English national1
All filed from India
Named India · China · Gujarat · Icon Solar · Solex Energy · All India Solar Module Manufacturers’ Association · Chetan Shah · China Commerce Ministry · Cosimo Ries · EUPD Research · India Clean Energy Ministry · Narendra Modi
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