InfoLink Consulting, a Taiwan-based solar sector research organisation, has reported that India’s anti-dumping findings are advancing the process but still require Ministry of Finance confirmation on duty levels. The Directorate General of Trade Remedies (DGTR) has proposed tariffs reaching 30% for three years, which would increase cell input costs for assemblers who are depending on imported supply. InfoLink Consulting has stated that such duties may encourage backward integration, although tariffs alone cannot address persistent structural weaknesses across India’s module landscape. India’s nameplate capacity has now exceeded 100 GW, yet utilisation has remained limited by outdated lines, oversupply, and inconsistent manufacturing control. InfoLink Consulting has noted that variability in materials and test performance is narrowing bankable supplier lists, as developers and lenders are prioritising proven production quality.
InfoLink outlines impacts of India’s anti-dumping case on cell imports
InfoLink's analysis covers India's DGTR recommendation of up to 30% anti-dumping duties on Chinese PV cells and the need to bridge the 100 GW+ capacity-to-utilization gap.
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