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China’s Record Low Silver Inventory Raises Global Solar Supply Chain Risk

China’s long role as an invisible stabilizer in the silver market is starting to break down. For years, whenever the West ran short of metal, flows from China quietly...

December 11, 2025

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Arjun Joshi

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Markets & Policy

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Mercom Research Focus

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Solar
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Solar Open Access to Gather Steam in Uttar Pradesh as Data Centers Mushroom

Driven by the rapid expansion of data centers in Uttar Pradesh, demand for solar open access in the state is expected to double over the next three years. According to...

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Rigid Deviation Settlement Limits Could Result in Higher Renewable Tariffs

The recent Central Electricity Regulatory Commission’s (CERC) proposal to tighten deviation limits for the scheduling and dispatch of power has raised concerns...

November 5, 2025

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Melvin Mathew

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Mercom Research Focus

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Solar

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T&D
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Will Antidumping Duties on Cells Spark a New Wave of Solar Investment in India?

The recent recommendation by the Directorate General of Trade Remedies (DGTR) to impose an antidumping duty of up to 30% on Chinese solar cells is likely to boost the...

October 13, 2025

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Melvin Mathew

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Markets & Policy

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Mercom Research Focus

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Solar
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India Moves to Secure Rooftop Solar Data with Stricter Inverter Protocols

India is moving to keep rooftop solar telemetry on India-based servers to protect data leakage, as the Ministry of New and Renewable Energy (MNRE) advances a national,...

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New GST Rates on Renewable Energy Goods Likely to Reduce Costs and Tariffs

The reduction in Goods and Services Tax (GST) from 12% to 5% on solar cells and other renewable energy devices is likely to lower power costs for consumers while...

September 12, 2025

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Melvin Mathew

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Finance and M&A

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Mercom Research Focus

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Solar

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Wind
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Rajasthan Curtails 4 GW of Solar and Wind as Transmission Delays Mount

Nearly 4 GW of wind-solar energy has been curtailed in Rajasthan since March 2025 due to delays in transmission projects and lower power demand resulting from...

September 5, 2025

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Melvin Mathew

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Mercom Research Focus

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Solar

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T&D

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Wind
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Solar Industry Keeps Fingers Crossed About ALMM-II Mandate for Cells

India’s solar sector is entering a decisive new phase. Starting September 1, 2025, all tenders require developers and installers to use solar modules compliant with the...

September 2, 2025

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Arjun Joshi

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Markets & Policy

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Mercom Research Focus

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Solar
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Rooftop Solar Installations Crash in Kerala Due to Policy Restrictions

Kerala witnessed an unprecedented drop in monthly rooftop solar capacity additions, as low as 12 MW in July this year, compared to an average monthly installation of 35...

August 29, 2025

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Melvin Mathew

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Markets & Policy

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Mercom Research Focus

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Solar
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How Renewable Energy Developers are Rewriting Strategies for Post-ISTS Charges Waiver

For nearly a decade, India’s interstate transmission system (ISTS) charges waiver has quietly shaped renewable power economics. By lowering landed tariffs on interstate...

August 28, 2025

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Arjun Joshi

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Grid

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Market & Policy

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Mercom Research Focus
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Faulty Installation of TOPCon Bifacial Modules Raises Fire Risk on Metal Roofs

The increasing demand for TOPCon bifacial solar modules has raised concerns among industry professionals about their potential for unsafe installation, particularly on...

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Trained Workforce Shortage Imperils India’s Renewable Energy Sector

India’s ambitious bid to lead the global renewable energy transition is running into a significant obstacle, a shortage of skilled workers. Industry leaders say...

August 13, 2025

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Arjun Joshi

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Mercom Research Focus

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Renewable Energy
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Indian Solar Exporters Eye Alternative Markets Post Trump’s 50% Tariff

India’s rising solar export sector has been dealt a severe blow with the U.S. imposing 50% import tariffs. The U.S. has been the prime destination for Indian solar cell...

August 11, 2025

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B.S. Nagaraj

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Manufacturing

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Mercom Research Focus

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Solar
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Maharashtra’s Energy Banking Rules Could Limit Solar Capacity Additions

Solar project developers fear a significant drop in capacity additions among Maharashtra’s prosumers because of the Maharashtra Electricity Regulatory Commission’s...

July 15, 2025

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Melvin Mathew

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Mercom Research Focus

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Solar
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Virtual PPA Framework a Good First Step, But Regulatory Backing is Essential

Virtual power purchase agreements (VPPAs), a financial tool for energy-intensive industries seeking to meet their renewable energy obligations, have not gained momentum...

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