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Markets & Policy

U.S. reshapes the non-China solar supply chain

The U.S. Department of Commerce (DOC) revised antidumping and countervailing duties (AD/CVDs) on Vietnamese and Malaysian solar products in December 2024. The move has reshaped the non-Chinese supply chain, with further use of tariffs likely under the new administration, explains InfoLink’s Corrine Lin.

AI-driven carbon management: The future of global corporate sustainability

The future of global sustainability hinges on clarity—where every tonne of carbon saved is measured, understood, and built upon. For corporations ready to lead, artificial intelligence (AI) isn’t a distant horizon; it’s the lens through which progress comes into focus.

India installed 18.5 GW of utility-scale solar, 4.59 GW rooftop PV in 2024

Waaree Energies led solar module shipments with a 14.1% share of the overall supplies in the Indian market during Jan-Dec. 2024 period.

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How Trump’s widespread tariffs affect the U.S. solar industry

Tariffs of 10% are applied to most products from most countries, but energy and energy products, steel, and aluminum are exempt, as tariffs have already been applied.

Myanmar earthquake disrupts solar wafer production, global supply chain

The recent 7.7-magnitude earthquake in Myanmar has disrupted solar wafer production in western China, where about 50% of the country’s wafer capacity is concentrated. Major manufacturers have suspended operations due to equipment failures, raising concerns over supply shortages and higher global solar prices.

ACME Solar secures INR 2,491 crore long-term refinancing facility

ACME Solar Holdings has refinanced its 490 MW of operational renewable energy projects in Andhra Pradesh, Rajasthan and Punjab with long-term debt facility from SBI and REC.

Empowering rural communities: The impact of solar cooking solutions

Solar cooking solutions are not just technological advancements but transformative tools for sustainability, health, and economic empowerment

Indian heavy industries present 20 GW open access solar opportunity

A new report by Ember finds that steel, cement, and aluminium industries can profitably integrate 20 GW of solar power to run their operations.

US solar module prices rise as market absorbs tariffs

US solar module prices rose in December 2024 for the first time since last summer, driven by tariff adjustments and patent litigation uncertainty, according to Anza. While prices have since stabilized, module type, cell origin, and geopolitical factors continue to shape the market.

ONGC NTPC Green completes acquisition of Ayana Renewable Power

ONGC NTPC Green has completed the acquisition of 100% equity stake in Ayana Renewable Power, a renewable energy platform with a portfolio of around 4,112 MW in India.

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