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Modules & Upstream Manufacturing

Vietnam more cost-competitive than India in cell, PV module production, says IRENA

IRENA’s latest report finds that energy use and material intensity across the solar PV manufacturing supply chain will decline through 2030. The analysis also shows Vietnam remains more cost-competitive than India due to lower electricity prices, while high energy and labour costs keep Australia and Germany less competitive.

GREW Solar secures 550 MW repeat module order from leading IPP

GREW Solar today announced that it has secured a 550 MW repeat order to supply solar PV modules to a leading independent power producer (IPP).

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NTPC REL seeks PV modules for 400 MW Chitrakoot solar project

NTPC Renewable Energy Ltd (NTPC REL) has invited bids for the supply of crystalline silicon TOPCon glass-glass bifacial PV modules for a 400 MW solar project in Chitrakoot, Uttar Pradesh.

Saatvik Green Q3 FY26 profit jumps 144% YoY to INR 987.2 million

Saatvik Green Energy Ltd has posted INR 12,570.2 million revenue in Q3 FY26, up 143% year-on-year, while profit after tax (PAT) rose 144% YoY to INR 987.2 million.

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NREL researchers quantify UV-induced degradation levels in TOPCon solar cells

Researchers at NREL found that UV exposure can cause significant, partly non-recoverable degradation in TOPCon solar cells, with strong cell-to-cell and intra-cell variability linked to passivation and processing inconsistencies. While some UV-related losses recover quickly under light and are unlikely to affect field performance, the findings highlight gaps in current qualification tests and the need for improved UV aging standards.

U.S.-India trade deal reduces solar tariffs

Tariff reductions under the new U.S.-India trade agreement lower import costs for solar modules and energy storage components. Reciprocal tariffs were effectively reduced from 50% to 18%.

WTO finds US clean energy tax credits violate trade rules

The WTO ruled that U.S. clean energy tax credits under the Inflation Reduction Act violate international trade rules by giving domestic products preferential treatment over Chinese goods. The decision specifically targets the ITC and PTC Domestic Content Bonus Credits.

Thermal anchors grid reliability as renewables drive power capacity in FY2027: India Ratings

Coal-based thermal power is expected to remain the backbone of electricity generation in FY27, accounting for around 70%, even as renewable energy continues to dominate incremental capacity additions.

India’s Union Budget 2026–27 removes customs duty on solar glass inputs, lithium battery cell machinery, and critical minerals processing equipment

India’s Union Budget 2026–27 extends basic customs duty (BCD) exemptions on the import of capital goods used for lithium-ion cell production for battery energy storage systems (BESS), as well as capital goods required for processing critical minerals. It also removes the 7.5% BCD on sodium antimonate used in solar glass manufacturing.

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Study finds much lower-than-expected degradation in 1980s and 1990s solar modules

Researchers at SUPSI found that six Swiss PV systems installed in the late 1980s and early 1990s show exceptionally low degradation rates of just 0.16% to 0.24% per year after more than 30 years of operation. The study shows that thermal stress, ventilation, and material design play a greater role in long-term module reliability than altitude or irradiance alone.

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