In its World Energy Outlook 2024 report, the IEA said that geopolitical tensions and fragmentation are “major risks” for international energy supply security
They relate to the tunnel oxide passivated contact (TOPCon)solar cells used in Runergy and Adani’s products sold in the US and the manufacturing processes for those cells.
“The required investment and technical know-how [for establishing cell capacity] is significantly more complex and substantial [than modules]”, Colville said.
