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SOLAR MODULE OVERSUPPLY
Global clean-energy manufacturing supply far exceeds demandGlobal clean-energy manufacturing capacity now exceeds demand. Asia, led by China, dominates production, pushing prices down. This oversupp...- Waaree Energies to Premiere Energies: Which solar stocks to bet on amid supply glut & US duty overhang?Indian solar stocks face pressure from oversupply and a US duty overhang, impacting companies like Waaree Energies and Premier Energies. Wh...
- 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...
- Govt clarifies on solar financing after oversupply concerns; Ministry says no lending freezeThe Ministry of New & Renewable Energy clarified it has not halted lending to renewable energy projects, despite concerns of oversupply in ...
- India urges caution on lending for new solar module capacity as oversupply looms, ministry letter showsSeveral Indian companies have expanded solar module capacity over the past three years, targeting exports to the United States.
- 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 glut threatens a multibagger theme that once delivered 60,000% returnsIndia’s solar sector has been a stock market powerhouse, with panel makers, developers and EPC players delivering massive returns amid a cl...
- 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%...
- India's solar sector at an inflection point as risks of oversupply, trade disruptions looming over the industry: ReportIndia's solar sector is at an inflection point where demand signals, trade flows and technology shifts will determine players to survive or...
- 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...
- 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...
- With solar industry in crisis, Europe in a bind over Chinese importsIndustry itself is divided over the solution. Solar manufacturers have urged governments to step in to buy up excess inventories of solar m...
- Has the sun finally started shining on India's solar industry?China supplies nearly three quarters of the world’s solar panels. It had an early mover advantage when it started to grow its solar industr...
- India Inc needs an incentive framework to go green"In the clean energy sectors which have not yet matured fully, where costs are still higher than what is viable and what will work in the m...
- Indian solar projects hit as Chinese solar gear prices rise for the first time since 2017Two unexpected events have led to the recent increase – first, an explosion and subsequent damage to the production line at GCL Poly, a Chi...
- Solar tariffs may plunge further: AnalystsSolar tariffs set a new record of Rs 2.36 per unit in a 2000 MW auction conducted by the Solar Energy Coporation of India, the ministry of ...
- Chinese move may pull down solar bid tariffs furtherChinese decision to slap deployment caps and reduce feed-in-tariffs for solar projects may lead to a further plunge in module prices.
- China's new solar policy may delay India's plan to make panelsIndia has an annual solar-cell manufacturing capacity of about 3 gigawatts while the average annual demand is 20 gigawatts, according to In...
- Solar cell prices to fall as China produces more than demandAccording to Bridge to India, a renewable analysis firm, recent market reports suggest that an oversupply situation is building up in photo...
- Global solar installation to reach 43 gw in 2014With China revising its solar installation goals to 12 gw in 2014 and 35 gw by 2015, Mercom expects installations to be roughly 10.5 gw in ...
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