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Freight Costs, Equipment Delays, Visa Curbs Hit Solar Manufacturing

Rising freight costs linked to the West Asia conflict, combined with congestion at Chinese ports, are increasing costs and delaying equipment deliveries for Indian solar...

November 10, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Solar
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India’s Solar Inverter Localization Faces Semiconductor Supply Hurdles

India’s solar inverter industry faces significant challenges in increasing domestic content because of its dependence on imported power electronic components,...

November 9, 2026

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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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China’s Proposed Tech Export Curbs Test India’s Solar Manufacturing Push

China’s proposed curbs on solar technology exports have once again exposed the vulnerabilities in India’s plans to ramp up domestic solar manufacturing. On...

November 6, 2026

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Nimisha Dwivedi

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Manufacturing

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Mercom Research Focus

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Solar
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India’s Renewable Energy Growth Faces a Deepening Land Acquisition Crisis

India’s renewable energy developers face mounting difficulties securing project-ready land, with acquisition and conversion timelines stretching up to 24 months in...

November 3, 2026

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Arjun Joshi

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Mercom Research Focus

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Solar
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What RBI’s Rate Hike Means for India’s Renewable Energy Industry

The Reserve Bank of India’s (RBI) 25-basis-point increase in the repo rate to 5.5% could raise borrowing costs for renewable energy developers and manufacturers,...

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DCR Module Premium Raises Rooftop Solar Affordability Concerns

The widening price gap between domestic content requirement (DCR) and non-DCR solar modules is raising rooftop solar installation costs, lengthening consumer payback...

October 26, 2026

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Arjun Joshi

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Mercom Research Focus

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Rooftop

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Solar
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Longer Contracts, Higher Expectations Reshape India’s Solar O&M Market

India’s solar operations and maintenance (O&M) segment is moving beyond routine equipment servicing as developers and asset owners place greater emphasis on...

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India’s Renewable Energy Expansion Hits a Transmission Roadblock

India’s transmission infrastructure comprised approximately 509,603 circuit kilometers (ckm) of transmission lines and 1,478 gigavolt-amperes (GVA) of transformation...

October 21, 2026

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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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US Solar Duties Hit India’s Solar Industry at a Critical Juncture

The U.S. Department of Commerce’s imposition of antidumping and countervailing duties (AD/CVD) on Indian solar cells could significantly affect India’s solar...

October 19, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Solar
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Rising Steel and Zinc Costs Push Up Solar Mounting Structure Prices in India

Solar module mounting structure (MMS) manufacturers say higher steel and zinc prices, rising galvanization and manufacturing costs, weak order visibility, and staggered...

October 14, 2026

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Parth Shukla

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Mercom Research Focus

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Modules

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Solar
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Data Centers Bet Big on RTC Renewables, Transmission Systems Remain Key

The rapid rise of artificial intelligence (AI) and India’s growing data center pipeline are driving substantial new electricity demand, making renewable energy with...

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Shorter Battery Storage PPAs Gain Favor, but Bankability Remains Key

As India’s energy storage market matures, battery energy storage developers say power purchase agreement (PPA) tenures need greater flexibility than the customary...

October 6, 2026

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Melvin Mathew

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Energy Storage

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Mercom Research Focus
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Battery Storage Emerges as Peak Demand Management Tool for Maharashtra Businesses

Proposed restrictions on using banked renewable energy across time-of-day periods are strengthening interest in battery energy storage systems (BESS) among commercial...

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Solar Modules Are Getting More Powerful: Junction Boxes Must Keep Up

The rapid evolution of solar module technology is driving changes in photovoltaic (PV) junction box design, with manufacturers moving from conventional single-box...

September 30, 2026

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Rakesh Ranjan

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Manufacturing

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Mercom Research Focus

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Solar
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Rooftop Solar, Open Access Shape Uttar Pradesh’s Growing Clean Energy Market

Uttar Pradesh’s clean energy market is increasingly being shaped by rooftop solar, open access, captive procurement, and emerging storage demand as businesses look for...

September 29, 2026

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Arjun Joshi

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Buyer Seller

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C&I

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Mercom Research Focus

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