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SOLAR MODULE OVERCAPACITY
Solar module cos flag cell shortage; makers say demand can be met this yearSolar module makers face challenges with local cell sourcing rules. They report a significant gap between module manufacturing capacity and...- US' 126% solar tariffs roil India’s glut-stricken panel makersA new 126% US tariff on Indian solar imports has significantly impacted exporter shares, as the industry grapples with overcapacity and pri...
- India’s solar manufacturing excesses turn a boom into a glutIndia's solar manufacturing sector faces a "structural glut" after a 13-fold capacity increase since 2020, now exceeding domestic demand. T...
- India’s solar boom hits module glut, upstream gaps persist: ReportIndia's solar module sector faces oversupply. The industry must now focus on strengthening upstream manufacturing like cells and wafers. Th...
- India achieved 50% of its installed electricity capacity from non-fossil fuel sources: MNREIndia has reached half of its installed electricity capacity from non-fossil fuel sources, meeting this Nationally Determined Contribution ...
- Nuvama Research initiates Buy on Premier Energies shares with a target of Rs 1,270Nuvama Research has initiated coverage on Premier Energies with a “BUY” rating, citing strong growth prospects in India’s expanding New Ene...
- India's solar panel exports slump in September as US tariffs biteIndia's solar module exports have seen a sharp decline. US trade measures have impacted shipments, causing manufacturers to shift focus to ...
- India's solar module sector faces shake-up as overcapacity looms, ICRA analysts sayThe country has authorised about 110 gigawatts (GW) of module capacity under its approved list of models and manufacturers, but only 70-75%...
- Overcapacity in solar module manufacturing to moderate profitability of firms, says ICRAIndia's solar module manufacturing capacity is set to surge, leading to overcapacity. This will impact profits for manufacturers and likely...
- India's solar manufacturing capacity about to exceed 125 GW, raising overcapacity concernsIndia's solar module manufacturing is set to soar past 125 GW by 2025, driven by favorable government policies. While this could create a s...
- US tariffs to worsen India solar panel glut as domestic bidding slowsIndian solar panel exports face challenges. U.S. tariffs may worsen India's solar panel supply glut. Anti-dumping duties are a concern for ...
- Is solar in a bubble and trouble zone? Nischal Maheshwari explainsMarket expert Nischal Maheshwari highlights challenges in solar equipment manufacturing. India faces overcapacity, impacting margins. Modul...
- Waaree Energies shares plunge 9% as renewable energy selloff deepens on Trump policy fearsThe renewable energy sector faced a downturn, with Adani Green Energy falling 3% to Rs 983, Premier Energies dropping 4.8% to Rs 952, NTPC ...
- Nuvama warns of solar glut as Waaree, Premier Energies face margin squeezeInvestor concerns over the renewable energy sector's near-term prospects were evident on Friday, with Adani Green Energy slipping 1.3% to R...
- India, US, Middle East to add 100 GW solar capacity in 2025; China to remain leader: Wood MackenzieIndia, the US, and Middle East are set to add 100 GW of solar capacity in 2025, while China will dominate as the main global manufacturer. ...
- Despite rising domestic demand, India's solar modules export will go up by 2030: ReportIndia's solar module manufacturing sector is set for major changes. Domestic demand will drive growth, creating opportunities for exports f...
- India to add 10 GW renewable energy capacity in 2022“Capacity addition prospects would depend greatly on the timeline for clarity on transmission lines in Rajasthan and Gujarat. Many projects...
- Solar power stocks see multi-fold jump on hopes from Narendra Modi govtCompanies with exposure to the solar power segment have seen a bull-run since the beginning of this year, with stock prices jumping three-a...
- BHEL plans Rs 2,000 crore investment for solar gear making plantMinistry of Heavy Industries and Public Enterprises, the parent of BHEL, is expected to take up the same with the Ministry of New and Renew...
- Solar Power bids below Rs. 9 per unit risky says Crisil ResearchCRISIL Research, believes that the pace of reduction in capital costs in solar power is expected to moderate in 2012.
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