India has recently reached 100 GW of manufcaturing to expand its solar industry but remained heavily dependent on China for equipment, raw materials, and components. US tariffs on Indian solar exports were set to rise to 64%, threatening access to India’s largest overseas market. Additional risks came from President Donald Trump’s plan to double tariffs to 50% and trade petitions by US solar firms seeking duties of over 200% on Indian products. Despite record domestic growth in module and cell production since 2021, Chinese-made modules stayed cheaper even after India’s 40% import duty. Companies like Reliance, Waaree, and Premier Energies invested in capacity, but supply chain constraints slowed wafer and machinery production. Government policies supported local manufacturing, yet India’s solar sector faced hurdles from US trade tensions and Chinese dominance across critical technologies.
India’s 100 GW solar growth may face US tariffs & China reliance
Reliance, Waaree and Premier Energies expanded solar capacity to 100 GW, though possible US tariffs and China reliance may hinder further growth.
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