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POLYSILICON PRICING
Govt targets solar, hydrogen components to cut import dependenceIndia is boosting domestic manufacturing across solar, green hydrogen, and wind energy sectors to curb import reliance. Key focus areas inc...
The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure pushMorgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside....
Beyond Jio IPO: 5 triggers Mukesh Ambani has lined up to revive Reliance shares for 44 lakh investorsReliance Industries is charting a new course to boost its stock for 44 lakh investors, moving beyond a potential Jio IPO. Billionaire Mukes...
Ambani bets on energy 'supercycle' as Reliance expands renewables, chemicals pushReliance Industries is spearheading India's energy independence with a massive push into renewables, chemicals, and alternative fuels. Chai...
IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
‘Investment climate not in great shape’: Former PM Modi advisor urges FDI reforms as outflows surge in FY26Former advisor Surjit Bhalla calls for major changes to India's foreign investment rules. He warns that strict policies and unclear regulat...
Indian solar sector may face oversupply by 2027: SBI CapitalIndia's solar industry anticipates a potential oversupply by 2027, reaching 190 GW, due to declining export opportunities and US policy cha...
Solar manufacturers demand duty protection from imported ingot, waferThe Indian Solar Manufacturers Association calls for a safeguard duty on polysilicon, ingot, and wafer imports to protect local solar manuf...
Polysilicon prices forecast to rise on Chinese production cutsThe declines in production are being abetted by seasonal factors including a week-long public holiday in early October and drier weather re...
Solar industry facing whiplash from volatile equipment pricesThe volatility is rippling across the solar supply chain and pressuring manufacturing giants even as they plan expansions to provide the wo...
Strong manufacturing base, supply chain needed to make solar power viable at current tariff: Prashant Jain, JSW EnergyPrashant Jain, Joint MD & CEO, JSW Energy, said that most of India's solar panels are imported from China where the Polysilicon prices and ...
IEA warns global solar supply chains are too concentrated in ChinaThe world needs to double its current capacity to produce the "key building blocks" of solar panels: polysilicon, ingots, wafers, cells and...
Solar panel prices likely to stay high till next yearPrice of polysilicon, the main raw material used to make solar equipment, has surged by 343% since July 2020 and by 148% since January, ind...
Leading Chinese solar equipment vendor attacks peers from mainland for collusion and price hikesA leading Chinese solar panel component producer has accused fellow Chinese manufacturers of colluding together to restrict supply and arti...
Solar power's decade of falling costs is thrown into reverseFor the solar industry, the timing couldn’t be worse. Renewable energy finally has a champion in the White House and ambitious climate goal...
Joe Biden's solar ambitions collide with China labor complaintsA big hurdle is polysilicon, used to make photovoltaic cells for solar panels. The global industry gets 45% of its supply from Xinjiang, th...
Shapoorji Pallonji Group, Adani Group and Panchavaktra Power keen on local production of polysiliconAll three, however, will start by making cells and modules and integrate backwards into polysilicon manufacture when conditions are right.