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Daily News Wrap-Up: US Solar Duties Threaten India’s Solar Exports

India’s wind capacity additions rise 30% QoQ to 1.8 GW in Q3 2026

October 21, 2026

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The U.S. Department of Commerce’s imposition of antidumping and countervailing duties on Indian solar cells could significantly affect India’s solar exports. The measures could redirect shipments to the domestic market, intensify price competition, and force manufacturers to reassess their expansion plans.

India added nearly 1.8 GW of wind power capacity in the third quarter (Q3) of the calendar year 2026, up 30% quarter-over-quarter (QoQ) and 21% year-over-year, according to Mercom India Research.

The Haryana Electricity Regulatory Commission granted a parallel distribution license for Gurugram and Nuh districts, giving consumers an alternative electricity supplier. The license will be valid for 25 years.

Rising electricity costs are pushing industrial consumers to adopt rooftop solar systems to cut operating expenses and reduce dependence on grid power. Bengal Pipe, a polyvinyl chloride pipe manufacturer in Howrah, West Bengal, has installed a 200 kW rooftop solar system at its manufacturing facility.

Commercial and industrial consumers in Uttar Pradesh are evaluating combinations of rooftop solar and green energy open access to reduce electricity costs. Businesses are also assessing battery storage to improve power reliability and manage demand.

NTPC Renewable Energy invited bids for an engineering, procurement, and construction package to develop an interstate transmission system-connected solar project in Andhra Pradesh. The last date to submit bids is November 16, 2026. Bids will be opened on the same day.

Fertilizer manufacturer Chambal Fertilizers and Chemicals will procure renewable power from Clean Max’s 5 MW captive wind-solar hybrid project in Rajasthan. Chambal Fertilizers plans to invest up to ₹60 million (~$633,085) to acquire a 26% stake in Clean Max Hachi, a special purpose vehicle of Clean Max Enviro Energy Solutions.

Pune-based engineering, procurement, and construction services company SolarEra Green Renewables announced plans to establish a 5 GWh annual-capacity battery energy storage system manufacturing and integration facility in Talegaon Industrial Area near Pune, Maharashtra.

Solar module manufacturer and engineering, procurement, and construction (EPC) services provider Sahaj Solar announced plans to establish a 1.8 GWh battery energy storage system manufacturing facility in Dakor, Gujarat.

Chennai Port Authority invited bids to develop a grid-connected rooftop solar project under the renewable energy service company model. The last date to submit bids is November 6, 2026. Bids will be opened on November 7.

Clean energy technology and manufacturing company Greenzo Energy India secured ₹2.51 billion (~$26.48 million) cumulatively across three investment rounds. The company plans to deploy the fresh capital to expand its electrolyzer manufacturing capacity, strengthen backward integration, advance research and development, support working capital requirements, and accelerate project execution across domestic and international markets.

China’s Ministry of Commerce and Ministry of Science and Technology proposed export restrictions covering 12 solar photovoltaic manufacturing technologies. The proposed restrictions cover technologies used in polysilicon, silicon wafer, and solar cell manufacturing, including critical equipment incorporating these technologies.

The Moroccan Agency for Sustainable Energy invited prequalification applications to select an engineering, procurement, and construction contractor for ground-mounted solar projects with a minimum aggregate capacity of 350 MW. The last date to submit prequalification applications is November 30, 2026.

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