Markets & Policy
In highly regulated energy markets, policy decisions can make or break new technologies, strategies, and even entire industries.
Support from policymakers, in the form of procurement exercises, priority dispatch, tax incentives and a wealth of other instruments, has been vital to the global solar industry’s success, and new mechanisms to support growth in energy storage are an increasingly important part of the story today.
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Overcapacity in modules, underdeveloped upstream: The next challenge for Indian PV manufacturing
Solar cell manufacturing is significantly more capital-intensive and technologically more challenging than module manufacturing, with manufacturers remaining reliant on imported equipment. Consequently, ongoing geopolitical uncertainties affecting equipment sourcing, coupled with plant stabilisation challenges following commissioning, could delay cell capacity additions across industry players.
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Overcapacity in modules, underdeveloped upstream: The next challenge for Indian PV manufacturing
Solar cell manufacturing is significantly more capital-intensive and technologically more challenging than module manufacturing, with manufacturers remaining reliant on imported equipment. Consequently, ongoing geopolitical uncertainties affecting equipment sourcing, coupled with plant stabilisation challenges following commissioning, could delay cell capacity additions across industry players.
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Americas to lead $60 billion global microgrid market growth through 2030
Driven by escalating power grid disruptions, clean energy policies, and rising demand for localized power systems, the global microgrid market is expanding rapidly, with the Americas expected to lead regional growth through 2030, according to updated forecasts from GlobalData.
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