China’s surge is not just a ripple but a tidal wave, with over US$450 billion in surplus factory investment threatening to flood the market over the next three years.
Currently, India is striving to localise its solar supply chain but it remains tethered to international imports, writes Ali Imran Naqvi, CEO of advisory firm Gensol Group.
The accelerated ramp out of Maxeon 6 module capacity has resulted in higher than initially planned restructuring costs during the fourth quarter of 2023.
