Analysis: As new duties threaten to block PV producers from India, Laos and Indonesia from the US market, the outcome of the Section 232 polysilicon investigation could put an end to the question of who will be next.
Chinese manufacturers dominate PV Tech Research’s new inverter bankability rating report, but recent EU and US policies targeting Chinese-made inverters may create opportunities for other companies.
PV Talk: Charith Konda, energy specialist at IEEFA, says India’s 2026-27 budget aims to “establish a stronger supply chain within the solar and PV cell and module sector,” but warns that “execution is as important as the policy itself.”