While India has become one of the largest markets in the world in terms of solar and wind energy installations, the manufacturing industry has not really kept up. The Chinese manufacturers through their state-driven capitalism have managed to bankrupt most Indian solar companies like others around the world. Through massive subsidies and state support, the […]

Solar energy was one of the first fronts of the trade war between the USA and China which had started as early as 2016. Under Trump, the war has not only expanded into many fronts but also deepened in the solar sector where high safeguard blanket duties were imposed not only for solar panel and […]

The Chinese solar industry is by far the dominant country in terms of solar product manufacturing with 9 of the top 10 manufactures of solar panels coming from China. The major Chinese companies have continuously added capacity at a far greater level than global demand as they look to kill their competitors through sheer scale […]

Chinese solar company Longi has transformed the global solar industry by managing to produce monocrystalline solar ingots and wafers at a much lower cost than the overall industry and has almost single-handedly transformed the industry’s dominant technology. The company has been rapidly expanding capacity to take advantage of its low-cost production process and currently has […]

The upstream part of the solar supply chain was the only part where Chinese companies were not dominating the market completely. Due to the complex chemical processes of making high-grade polysilicon, Chinese companies imported large quantities of pure grade silicon from Germany, the USA, and Korea. The initial years of the solar boom had led […]

The fall in Chinese demand in 2019 had led to a sharp fall in the prices of the upstream solar supply chain namely polysilicon, wafers, and solar cells. This has put a lot of pressure on the players which focus exclusively on those parts of the supply chain. Wacker the German chemicals giant which has […]