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Oil Shock from US-Iran War Strengthens Case for Transport Electrification, Renewables

The U.S.-Iran war, now into its second week, has triggered ripple effects on the Indian economy, raising fears of supply chain, shipping, and logistics disruptions...

March 12, 2026

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B.S. Nagaraj

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Electric Vehicles

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Market & Policy
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Indian Manufacturing, Solar Modules Face US Section 301 Probe

The Office of the United States Trade Representative (USTR) has initiated a Section 301 investigation into structural excess capacity and production in manufacturing,...

March 12, 2026

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Arjun Joshi

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Manufacturing

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Markets & Policy

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Solar
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US Solar Industry Sees 14% YoY Decline in 2025 with 43.2 GW Installed

The U.S. solar industry added 43.2 GW of new capacity in 2025, a 14% decline from 2024, according to the U.S. Solar Market Insight 2025 Year in Review report released by...

March 12, 2026

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Arjun Joshi

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Markets & Policy

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Solar
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Indian Solar Manufacturers Say Domestic Demand Offsets Impact of U.S. Duties

The recent imposition of steep countervailing duties by the U.S. on Indian solar imports is not causing much concern among solar manufacturers, given lower export...

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Daily News Wrap-Up: States Favor Thermal Despite Renewable Energy Growth

Despite record-low renewable energy tariffs, several states have entered long-term thermal power purchase agreements at significantly higher tariffs of ₹5.38 (~$0....

February 26, 2026

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Mercom Staff

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Daily Wrap-up
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US Hits Indian Solar Cells with 126% Preliminary Countervailing Duties

The U.S. Department of Commerce has announced its preliminary determination of countervailing duties of up to 125.87% on crystalline silicon solar cells, whether or not...

February 25, 2026

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Melvin Mathew

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Markets & Policy

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Solar
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Trump May Use Other Laws to Revive Trade Tariffs After Supreme Court Setback

On the face of it, the U.S. Supreme Court’s judgment striking down Donald Trump’s sweeping trade tariffs may have come as a net positive for clean energy, but...

February 24, 2026

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B.S. Nagaraj

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Markets & Policy

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Solar
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US Installed a Record 58 GWh of Energy Storage Capacity in 2025: SEIA

The U.S. added 28 GW/58 GWh of new energy storage capacity in 2025, according to a new report by Solar Energy Industries Association (SEIA). This is the highest-ever...

February 23, 2026

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Melvin Mathew

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Energy Storage

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Market & Policy
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US to Retain Antidumping Duties on Polysilicon Imports from China, Taiwan

The U.S. Department of Commerce has concluded that revoking the prevailing antidumping duty (AD) and countervailing duty (CVD) on crystalline silicon photovoltaic...

February 13, 2026

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B.S. Nagaraj

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Markets & Policy

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Solar
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US Reshoring Push May Limit Gains from Tariff Cut for Indian Solar Exporters

Indian solar module and cell exporters are upbeat after the U.S. slashed tariffs on Indian goods from an effective rate of 50% to 18%. They hope the lower tariff will...

February 11, 2026

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B.S. Nagaraj

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Markets & Policy

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Modules

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Solar
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Solar Module Export Hopes Rekindle on US-India Trade Agreement

The announcement of the U.S.-India trade deal, under which Indian exports will attract a 18% tariff instead of 25%, is expected to bring relief to Indian solar exporters....

February 3, 2026

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B.S. Nagaraj

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Markets & Policy

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Solar
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WTO Backs China, Directs US to Roll Back Clean Energy Subsidies

The World Trade Organization (WTO) has held that the clean energy subsidies introduced by the U.S. under the Inflation Reduction Act (IRA) are inconsistent with its...

February 2, 2026

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B.S. Nagaraj

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Markets & Policy

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Renewable Energy
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In Temporary Cheer for Solar Sector, Silver Prices Crash After Months-long Rally

Global silver prices crashed at the end of last week, ending a sustained six-month rally driven by demand, safe-haven buying, and inventory dips in China. In one of the...

February 2, 2026

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B.S. Nagaraj

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Markets & Policy

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Solar
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US Slaps Countervailable Duties on Select Chinese Solar Cell Companies

The U.S. Department of Commerce has imposed countervailable duties on select crystalline silicon cells, whether or not assembled into modules, imported from China during...

January 28, 2026

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B.S. Nagaraj

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Markets & Policy

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Solar

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Technology
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Waaree Energies Bags 210 MW Domestic Order, 2 GW US Solar Module Contract

Mumbai-based solar module manufacturer, Waaree Energies, announced it has secured fresh solar module supply orders for both domestic and international markets. The...

January 20, 2026

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Rakesh Ranjan

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Manufacturing

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Solar

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