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06 November 2025
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Nov 06, 2025Solar Quarter
LONGi has been awarded a 400 MW module supply contract for an offshore photovoltaic (PV) project recently launched by Shanghai Electric Power Co., Ltd., with deliveries starting ahead of schedule in October. The selection confirms BC technology as the preferred solution, securing its use across Shanghai’s first 1 GW (AC) “co-located wind and PV” offshore project. This milestone underscores the superior performance, efficiency, and reliability of LONGi’s BC modules in complex marine environments.
Offshore PV projects present unique challenges, including high development costs and demanding construction conditions, making efficiency and energy density critical for profitability. LONGi’s BC technology, built on structural innovation, offers deep compatibility with marine environments, achieving breakthroughs beyond traditional efficiency limits while reducing risks and enhancing returns. The technology represents a key step in shifting offshore energy development from scale-driven expansion to quality-driven growth.
Empirical testing at CPVT’s Yantai base in Shandong and CGC’s Sanmen base in Zhejiang has validated BC modules’ adaptability and superior performance in offshore scenarios. Each BC module delivers 40W more power than comparable TOPCon modules of the same size, reducing structure and foundation costs by about 0.15 CNY/W and cutting operational expenses. In high-cost, time-sensitive offshore settings, these advantages translate into significantly higher returns on investment. As the energy transition accelerates, LONGi’s advanced BC technology is redefining the economics of offshore PV, advancing high-efficiency, low-cost renewable energy deployment across global markets.
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Boviet Solar Begins Interior Construction On 3 Gw Pv Cell Manufacturing Facility In North CarolinaBoviet Solar Technology Co. Ltd., a leading solar energy technology company specializing in advanced monocrystalline PV cells and premium Gamma Series™ Monofacial and Vega Series™ Bifacial PV modules, announced that it has begun interior construction on its 3.0 GW PV cell manufacturing facility in Greenville, Pitt County, North Carolina. This milestone follows the completion of exterior walls and roofing, marking significant progress in Boviet Solar’s U.S. manufacturing expansion and reinforcing its commitment to strengthening domestic solar production.
Construction of the facility began in January 2025 and has remained on schedule through the completion of the building’s exterior. As Phase II of Boviet Solar’s North American manufacturing strategy, the Greenville PV Cell Factory will produce advanced, high-efficiency solar cells to meet rising demand for Made-in-USA solar components.
Once operational, the 3.0 GW facility will complement Boviet Solar’s adjacent 3.0 GW PV Module Factory, which began mass production in early 2025. The new plant is expected to be completed and start mass production in the second half of 2026, creating more than 900 skilled jobs and contributing to a stronger, more resilient domestic solar supply chain for both U.S. and global markets.
“We are excited to see steady progress on our Greenville PV Cell Factory project,” said Marco Marquez, General Manager of Manufacturing Operations at Boviet Solar USA. “With exterior construction completed and interior work now underway, we remain firmly on track to bring this facility online in the second half of 2026. This expansion demonstrates our strong commitment to U.S. manufacturing and our vision of building a robust, vertically integrated solar production base on American soil.”
“This milestone marks another important step in Boviet Solar’s long-term growth strategy,” said Sienna Cen, President of Boviet Solar USA. “By expanding our production capabilities in the United States, we are not only supporting domestic content and job creation but also enhancing supply-chain resilience for our customers. Our goal is to deliver bankable, top-quality solar products while helping accelerate the nation’s clean-energy transition.”
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06 November 20252 min readBoviet Solar Begins Interior Construction On 3 Gw Pv Cell Manufacturing Facility In North Carolina
Solar Quarter
06 November 2025
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Longi Secures 400 Mw Supply For Shanghai’S First 1 Gw Offshore Pv ProjectLONGi has been awarded a 400 MW module supply contract for an offshore photovoltaic (PV) project recently launched by Shanghai Electric Power Co., Ltd., with deliveries starting ahead of schedule in October. The selection confirms BC technology as the preferred solution, securing its use across Shanghai’s first 1 GW (AC) “co-located wind and PV” offshore project. This milestone underscores the superior performance, efficiency, and reliability of LONGi’s BC modules in complex marine environments.
Offshore PV projects present unique challenges, including high development costs and demanding construction conditions, making efficiency and energy density critical for profitability. LONGi’s BC technology, built on structural innovation, offers deep compatibility with marine environments, achieving breakthroughs beyond traditional efficiency limits while reducing risks and enhancing returns. The technology represents a key step in shifting offshore energy development from scale-driven expansion to quality-driven growth.
Empirical testing at CPVT’s Yantai base in Shandong and CGC’s Sanmen base in Zhejiang has validated BC modules’ adaptability and superior performance in offshore scenarios. Each BC module delivers 40W more power than comparable TOPCon modules of the same size, reducing structure and foundation costs by about 0.15 CNY/W and cutting operational expenses. In high-cost, time-sensitive offshore settings, these advantages translate into significantly higher returns on investment. As the energy transition accelerates, LONGi’s advanced BC technology is redefining the economics of offshore PV, advancing high-efficiency, low-cost renewable energy deployment across global markets.
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06 November 20252 min readLongi Secures 400 Mw Supply For Shanghai’S First 1 Gw Offshore Pv Project
Solar Quarter
06 November 2025
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Uk Solar Capacity Hits 20 GwThe United Kingdom has broken the 20 GW barrier for deployed solar capacity, according to the latest government figures, having added 1.4 GW since the start of 2025 including 106 MW in September.
Solar capacity figures from the UK Department of Energy Security and Net Zero (DESNZ) are provisional and subject to revision as new data is added, but show growth of at least 1.9 GW in a 12-month period, an increase of 10.7%.
New capacity in 2025 includes the inauguration of the 373 MW Cleve Hill solar farm in July, the largest UK solar plant to date. Cleve Hill is one of 15 solar farms with a Contract for Difference (CfD) to come online in 2025, from a total of 17 supported by the government-backed scheme to date.
Domestic installations still make up the lion’s share of PV installations, according to DESNZ. However, at least 40% of capacity is from ground-mounted or standalone solar installations. When “unaccredited” capacity is assessed, the government estimates ground-mount solar actually accounts for roughly 58% of total capacity. Around 520 MW of newly installed capacity recorded in the first three quarters of 2025 were from plants of 5 MW or greater.
The number of large-scale PV plants is set to grow further, following a flurry of planning consent orders granted by the UK government under its nationally significant infrastructure projects (NSIP) process. These include the recently approved 500 MW Tillbridge Solar Project, which joins a cluster of proposed utility-scale solar developments in Lincolnshire, England.
More utility-scale projects will need to come online quickly for the UK government to reach its target of at least 45 GW of deployed solar capacity by the end of 2030. Success will likely depend on how much capacity is procured in the next two CfD allocation rounds, AR7 and AR8. Wind industry leaders have already expressed disappointment in a lower-than-expected CfD budget for offshore wind, announced on October 27 and a similar outcome for solar could hinder progress.
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06 November 20252 min readUk Solar Capacity Hits 20 Gw
PV Magazine
06 November 2025
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Exelon’S Advanced Data Center Pipeline Grows To 18 GwExelon serves more than 10.7 million customers through six regulated transmission and distribution utilities: Atlantic City Electric, Baltimore Gas and Electric, Commonwealth Edison, Delmarva Power & Light, PECO Energy and Potomac Electric Power Co.
The company is continuing to press for a role in providing power in deregulated states like Maryland and Pennsylvania, where utilities are barred from owning power plants.
“All states need to leverage all available options to bring control, certainty and customer benefits to securing power,” Calvin Butler, Exelon president and CEO, said Tuesday during an earnings conference call with analysts.
Utilities can help states ensure they have adequate power supplies through investments in energy efficiency, distributed and community solar and storage, or by owning more traditional generation plants, Butler said.
A pending solicitation for dispatchable generation in Maryland appears to have fallen short of its goal, Butler said. Bids were due at the Maryland Public Service Commission on Oct. 31.
Constellation Energy offered 714 MW of gas-fired, combustion turbines and four 200-MW, four-hour battery storage projects. The storage projects have a 58% effective load carrying capability — a measure of reliability during peak demand periods — while the solicitation called for resources with a minimum 65% ELCC.
Alpha Generation offered a 35-MW uprate at its gas-fired Keys Energy Center, and Total Civil Construction and Engineering made a confidential offer, according to filings at the PSC.
Maryland Department of Natural Resources staff is set to make a recommendation in December on which projects to advance for a fast-track certificate of public convenience and necessity review at the PSC.
“This is all about solving the problem and bringing energy costs under control for our customers,” Butler said. “We are more than willing to step up.”
Besides the 18 GW of data center load that is in official phases of engineering with paid deposits, Exelon utilities have 6 GW of potential data center customers that are close to signing transmission service agreements that lay out the terms and conditions for being connected to the grid, according to the Chicago-based company.
The TSAs help weed out speculative data center projects while insulating the rest of the utility customer base from costs related to serving the data centers, according to Jeanne Jones, Exelon executive vice president and CFO.
The first TSA developed by an Exelon utility is between PECO Energy and Amazon Data Services, Jones said. The agreement outlines how Amazon will pay for any grid upgrades that are needed to supply power to its planned data center in Falls Township, Pennsylvania.
Vistra is set to supply power to the data center from the 1,320-MW, gas-fired Fairless power plant in Fairless Hills, Pennsylvania, which it bought from Lotus Infrastructure Partners on Oct. 22.
The TSA is under review by the Federal Energy Regulatory Commission. The PJM Interconnection’s market monitor contends the agreement should be rejected unless PECO can show the data center’s draw on an existing power plant won’t increase energy and capacity costs for retail electric customers or hurt grid reliability.
“The adverse impacts on resource adequacy in PJM of the proposed interconnection that will result from the TSA should be a core concern in review of the TSA,” Monitoring Analytics, the market monitor, said in a Tuesday filing at FERC. “The interconnection of large new data centers must be managed so as to provide reliable service to new and existing customers. It is just as essential to national security to reliably serve the existing industrial, commercial and household loads.”
Utiltiy Dive Generation
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06 November 20253 min readExelon’S Advanced Data Center Pipeline Grows To 18 Gw
Utiltiy Dive Generation
06 November 2025
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Voltalia Surpasses 8 Gw Of Capacity Under ManagementVoltalia, an international player in renewable energies, has announced the signing of 937 MW of new maintenance contracts in Brazil.
With these agreements, the capacity operated on behalf of third parties now reaches 8.3 GW, nearly two years ahead of the target set for 2027.
Robert Klein, CEO of Voltalia, commented: “I am very pleased to announce that we have surpassed 8 GW of capacity operated on behalf of third-party clients. Achieving this milestone nearly two years ahead of schedule marks a major step forward for Voltalia. It is a collective success that I warmly acknowledge, with sincere thanks to all our teams. This key milestone reflects the renewed trust of our partners and confirms our ability to support the large scale energy transition over the long term.”
This major milestone illustrates the sustained growth of the group’s services business, driven in particular by the signing of new operation and maintenance contracts with leading partners such as Kroma Energia, EDP, Newave, Gerdau, and Kairós Wind managed by Semper Energia, representing a total of 937 MW. Projects include:
Earlier in 2025, Voltalia also signed new contracts in Ireland, France, and Portugal, highlighting the overall momentum of its maintenance activities.
Reaching this strategic milestone reflects the trust placed in Voltalia by key industry players and further strengthens its position as a preferred partner in services dedicated to third-party clients.
Energy Global
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06 November 20252 min readVoltalia Surpasses 8 Gw Of Capacity Under Management
Energy Global
06 November 2025
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India Targets 215–220 Gw Solar Module Capacity To Power Global Clean Energy Leadership – CareedgeIndia’s solar energy sector is growing at a record pace, transforming the nation from a major importer into a rising global exporter of solar technology. In the last ten years, India’s installed solar capacity has expanded around 32 times, reaching about 127.3 gigawatts as of September 2025. Solar power now contributes to over one-fourth of the country’s total installed electricity capacity. This remarkable growth supports India’s climate goals of achieving 500 gigawatts of renewable energy by 2030 and net-zero emissions by 2070.
This progress has been powered by supportive government policies such as the Production Linked Incentive scheme, the Approved List of Models and Manufacturers framework, and the imposition of Basic Customs Duty on imported equipment. These measures have encouraged domestic production and reduced dependence on foreign imports. Thanks to these efforts, India’s solar module manufacturing capacity has reached nearly 100 gigawatts, making it the fourth largest manufacturer in the world. Major Indian companies like Adani, Waaree, and Tata Power Solar are leading the transition through backward integration, setting up facilities to produce cells, wafers, and ingots locally. This approach aims to reduce dependence on imports, as nearly 80 percent of solar cells still come from China.
While module production capacity has seen a sharp rise—from 72 gigawatts in March 2024 to about 118 gigawatts by July 2025—the growth in domestic cell capacity has been slower, reaching around 27 gigawatts. This imbalance means module producers still rely on imported cells. However, the outlook for the next few years is promising. India aims to raise module capacity to around 215 to 220 gigawatts by the financial year 2028, while cell capacity is projected to increase to about 100 to 105 gigawatts. To achieve the estimated 215 to 220 gigawatt solar capacity target by FY28, India will need about 36 to 47 crore solar panels. This shows the massive scale of demand for a strong, self-sufficient solar manufacturing ecosystem.
India’s push for self-reliance is already visible in trade performance. The country’s solar photovoltaic exports have jumped more than tenfold between FY19 and FY25, reaching a peak in FY24. In value terms, exports stood at around Rs 94.6 billion in FY25. The United States remains the main market, as American developers seek to diversify supply chains and reduce dependence on China. Although exports briefly declined due to U.S. checks under the Uyghur Forced Labour Prevention Act, they recovered quickly in the early months of FY26.
Looking ahead, private companies have announced plans to add more than 110 gigawatts of new module manufacturing capacity, along with major investments in cell production. This suggests that within the next few years, India’s total module and cell output will exceed domestic demand. Once that happens, exports will become a major growth driver for the sector. Experts believe that India could achieve complete solar self-sufficiency in the next four to five years. However, challenges such as limited polysilicon production and scaling up exports will need careful attention. Despite these hurdles, India’s rapid progress shows its strong potential to become a leading global hub for clean energy manufacturing.
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05 November 20253 min readIndia Targets 215–220 Gw Solar Module Capacity To Power Global Clean Energy Leadership – Careedge
Solar Quarter
05 November 2025
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India Adds Around 30 Gw Solar Capacity As It Crosses 500 Gw Power Milestone In Q3 2025India is rapidly growing its renewable energy sector as it works to meet rising electricity demand while keeping its climate goals in focus. By September 2025, coal continued to be the dominant source of power, contributing 43.41% of the nation’s total installed capacity. However, renewable energy, particularly solar and wind, is becoming a key part of the energy mix and expanding at an impressive pace.
In the first nine months of 2025 alone, India added 29,467.55 MW of new solar capacity, showing the strong momentum in the solar segment. This growth has been supported by several government initiatives aimed at ensuring quality and promoting local production. One of the most important measures is the Approved List of Models and Manufacturers, which enforces quality standards for solar modules and encourages domestic manufacturing. Thanks to this framework, India reached 116 GW of solar PV module manufacturing capacity by October 2025. This milestone highlights the country’s determination to strengthen its self-reliance and reduce dependence on imported components.
By the end of September 2025, renewable energy sources made up 39.37% of India’s total installed power capacity. Solar energy has been the largest contributor to this expansion. The country’s total installed solar capacity reached 127.33 GW, accounting for 64.57% of the total renewable capacity. Solar alone now contributes 25.42% to India’s overall power mix, representing a 44.29% increase compared to the previous year. This rapid growth clearly shows how fast solar projects are being deployed across the country.
India’s total installed power capacity surpassed 500 GW in September 2025, recording an annual growth of 10.64%. Despite this significant rise in renewable capacity, coal-based power still generates nearly half of India’s electricity. This underlines the continuing challenge of transitioning completely to clean energy while ensuring reliability and affordability. As more renewable power, which is variable in nature, is added to the grid, issues such as grid stability and uninterrupted supply have become key focus areas for the power sector.
The expansion of renewable energy is also bringing social and economic benefits to the country. Solar and wind projects are generating employment opportunities, especially in rural and semi-urban areas. These projects are improving access to electricity, supporting local economies, and contributing to the development of remote regions. As a result, they are helping improve the quality of life for many communities.
A major advantage of this shift toward renewables is the strengthening of India’s energy security. Increasing the share of renewable energy reduces dependence on imported fossil fuels and shields the economy from global fuel price fluctuations. At the same time, technological advances in energy storage and grid management are making renewable power more reliable and easier to integrate into the system.
Global market changes are also opening new opportunities for Indian solar manufacturers. While coal continues to play a major role, the steady rise of renewables, especially solar, reflects India’s strong commitment to building a cleaner, more self-reliant, and secure energy future that supports both economic growth and sustainability.
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05 November 20253 min readIndia Adds Around 30 Gw Solar Capacity As It Crosses 500 Gw Power Milestone In Q3 2025
Solar Quarter
05 November 2025
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Morocco Distributed Solar Potential Pegged At 28.6 GwFrom pv magazine France
A study by the Imal Initiative for Climate and Development, authored by Anas Hmimad and Rachid Ennassiri, assessed Morocco’s decentralized renewable energy systems (DERS) across 12 regions, using rooftop solar as the main focus. The researchers modeled three deployment scenarios –optimistic, median, and pessimistic – estimating power output, capacity, emissions avoided, and market value.
In the optimistic scenario, DERS could generate 66.8 TWh from 28.58 GW of installed PV capacity, cutting 48.19 million tons of CO₂. The median case projects 17.15 GW and 40.1 TWh, with 28.91 million tons of CO₂ avoided. Even the pessimistic scenario would deliver 8.57 GW and 20.05 TWh.
The report links this distributed potential to Morocco’s wider low-carbon transition, which expects 2.5 million electric vehicles by 2035. Their combined battery capacity of 39,420 GWh could cover up to 98% of EV charging needs in the optimistic case.
Hmimad and Ennassiri urged authorities to implement Law 82-21 on self-generation by 2026, publish the necessary decrees for bidirectional metering and compensation, and invest in smart grids. They also proposed creating a National Fund for the Integration of Energy Resources for Depletion to support small-scale investors and households.
This content is protected by copyright and may not be reused. If you want to cooperate with us and would like to reuse some of our content, please contact: editors@pv-magazine.com.
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04 November 20252 min readMorocco Distributed Solar Potential Pegged At 28.6 Gw
PV Magazine
04 November 2025
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Cosmic Pv Power Enters Energy Storage Sector With Indygreen Mou For 2 Gw Battery Manufacturing Line At Rei 2025 – EqIn Short : Cosmic PV Power has signed an MoU with Indygreen Technologies at REI 2025 to set up a 2 GW lithium-ion battery production line for Battery Energy Storage Systems (BESS). The facility, expected by March 2026, marks Cosmic PV’s entry into energy storage manufacturing, complementing its solar cell expansion in Madhya Pradesh and supporting India’s renewable growth.
In Detail :Cosmic PV Power has taken a major step towards diversification by entering the Battery Energy Storage System (BESS) segment. The company has signed a Memorandum of Understanding (MoU) with Indygreen Technologies during the Renewable Energy India (REI) Expo 2025 to establish a 2 GW lithium-ion battery production line. This marks a strategic milestone in India’s clean energy transition.
The collaboration signifies Cosmic PV’s expansion beyond solar module and cell manufacturing, aligning with its goal of becoming a fully integrated renewable energy solutions provider. The planned 2 GW production line will enhance the company’s manufacturing capabilities and help address the growing need for efficient energy storage solutions across India’s rapidly developing renewable energy ecosystem.
According to the agreement, the new BESS production facility is expected to be commissioned by March 2026. Once operational, it will play a crucial role in supporting large-scale renewable projects, stabilizing grid operations, and promoting clean energy adoption. The initiative reinforces the commitment of both companies to innovation and sustainable growth in India’s energy sector.
Cosmic PV Power recently secured nearly 60 acres of land in Narmadapuram, Madhya Pradesh, to establish a 4 GW solar cell manufacturing line. The addition of energy storage manufacturing will complement this investment, enabling the company to offer end-to-end solar and storage solutions under one roof. This integrated approach is expected to enhance efficiency and cost competitiveness.
With this expansion, Cosmic PV aims to support India’s mission to achieve energy independence and net-zero emissions by 2070. Battery energy storage is increasingly being recognized as a key enabler for renewable integration, providing reliability, flexibility, and backup power. The new manufacturing line will help reduce dependence on imported storage systems and strengthen the domestic supply chain.
Indygreen Technologies, known for its expertise in energy storage and technology innovation, will collaborate closely with Cosmic PV on system design, production processes, and quality assurance. The partnership is expected to leverage advanced lithium-ion cell technologies to deliver high-performance battery solutions tailored for diverse applications, from grid-scale storage to commercial and industrial use.
The timing of this announcement at REI 2025 underscores the industry’s momentum toward integrated clean energy manufacturing. With growing demand for renewable energy and storage, India’s manufacturing landscape is rapidly evolving. Projects like this will accelerate industrial growth, foster innovation, and create employment opportunities in emerging green technology sectors.
The companies believe their collaboration will contribute to making India a global hub for advanced energy storage manufacturing. By developing localized technology and production capabilities, they aim to enhance cost efficiency, promote sustainability, and strengthen India’s position in the global renewable supply chain. The project also aligns with government initiatives promoting “Make in India” and “Atmanirbhar Bharat.”
Overall, Cosmic PV Power’s entry into the BESS sector represents a transformative move in its growth journey. Through strategic partnerships, technological innovation, and integrated manufacturing, the company is positioning itself as a leader in India’s renewable energy landscape. The collaboration with Indygreen Technologies is expected to pave the way for a cleaner, smarter, and more self-reliant energy future.
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EQ Mazagine
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04 November 20253 min readCosmic Pv Power Enters Energy Storage Sector With Indygreen Mou For 2 Gw Battery Manufacturing Line At Rei 2025 – Eq
EQ Mazagine
04 November 2025
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Cosmic Pv Power To Build 4 Gw Solar Cell Manufacturing Facility On 60-Acre Site In Madhya Pradesh, Strengthening India’S Renewable Energy Backbone – EqIn Short : Cosmic PV Power has secured 60 acres of land in Narmadapuram, Madhya Pradesh, to establish a 4 GW solar cell manufacturing facility. The project will be developed in phases and marks the company’s expansion into solar cell production. This initiative supports India’s goal of boosting domestic manufacturing and strengthening the renewable energy supply chain.
In Detail :Cosmic PV Power has announced a major milestone in its growth journey with the acquisition of 60 acres of land in Narmadapuram, Madhya Pradesh. The company plans to set up a 4 GW solar cell manufacturing facility on this site, marking its expansion into upstream solar manufacturing. The project aims to enhance India’s domestic solar production capacity and reduce dependence on imports.
This new facility will be developed in multiple phases, with a focus on integrating advanced technology and sustainable manufacturing practices. Cosmic PV Power envisions the plant as a key component of its vertically integrated production ecosystem, complementing its existing solar module manufacturing operations. The move positions the company among India’s emerging leaders in solar manufacturing and clean energy innovation.
Located in the Mohasa-Babai industrial area, the project benefits from Madhya Pradesh’s supportive industrial policies and infrastructure. The state government has been actively promoting renewable energy manufacturing, offering land and incentives to attract investment. Cosmic PV’s decision to establish the plant here highlights the growing importance of central India as a clean energy manufacturing hub.
The upcoming facility will specialize in high-efficiency solar cells designed to meet both domestic and export market demands. By producing cells locally, Cosmic PV aims to strengthen the value chain, lower costs, and improve energy security. The plant is expected to generate significant employment opportunities and contribute to the region’s economic development.
This investment aligns with the Government of India’s “Make in India” and “Atmanirbhar Bharat” initiatives, encouraging self-reliance in renewable energy manufacturing. As India targets ambitious solar capacity goals under its National Solar Mission, domestic cell production has become critical. Cosmic PV’s new facility will help bridge the gap between module assembly and indigenous cell supply.
The company’s leadership emphasized that this development marks a strategic shift towards full vertical integration. By adding cell manufacturing to its portfolio, Cosmic PV can better control quality, reduce supply chain risks, and enhance overall production efficiency. The initiative also underlines the firm’s commitment to advancing clean technology solutions within India.
Environmental sustainability will remain central to the facility’s design and operations. The company plans to implement eco-friendly production techniques and waste management systems to minimize the plant’s carbon footprint. Additionally, the manufacturing process will prioritize energy efficiency, water conservation, and responsible resource utilization.
The project represents not only a business expansion but also a contribution to India’s broader renewable energy goals. With rising demand for solar power installations, establishing a robust domestic manufacturing base is essential. Cosmic PV Power’s investment reflects confidence in India’s clean energy potential and long-term policy stability.
Overall, the new 4 GW solar cell plant in Madhya Pradesh reinforces Cosmic PV Power’s vision of becoming a fully integrated solar manufacturer. It showcases the company’s proactive approach to innovation, sustainability, and national energy growth. Once operational, the facility is expected to boost India’s renewable energy capabilities and strengthen its position in the global solar industry.
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EQ Mazagine
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04 November 20253 min readCosmic Pv Power To Build 4 Gw Solar Cell Manufacturing Facility On 60-Acre Site In Madhya Pradesh, Strengthening India’S Renewable Energy Backbone – Eq
EQ Mazagine
04 November 2025
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Alpex Solar Upgrades Uttar Pradesh’S Cell Plant To 2.2 GwReportedly, Alpex Solar’s board has approved the upgrade of its proposed solar cell facility in Kosi Kotwan, Uttar Pradesh, from 1.6 GW to 2.2 GW and transition to advanced G12R tunnel oxide passivated contact (TOPCon) technology.
The capex for the transition and expansion is estimated at Rs 31.36 billion, to be funded entirely through internal accruals. The first will establish 1.4 GW of G12R TOPCon capacity with trial production targeted for the first quarter of 2026–27. The second phase will add 800 MW within six months of phase I completion, with the full 2.2 GW facility expected to be operational during 2026–27.
Powerline
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01 November 20251 min readAlpex Solar Upgrades Uttar Pradesh’S Cell Plant To 2.2 Gw
Powerline
01 November 2025
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India Solar Module Output To Exceed 125 Gw In 2025, Says Wood MackenzieIndia‘s solar module manufacturing capacity is on course to surpass 125 GW in 2025, more than triple its current domestic market demand of around 40 GW, according to analysis by Wood Mackenzie.
The consultancy said in its latest report that this growth will lead to an inventory buildup of 29 GW by the third quarter of 2025. This figure compares to an inventory buildup of 13 GW as of the final quarter of 2023, and of 22 GW as of the final quarter of 2024.
Wood Mackenzie said the capacity surge highlights the success of the country’s production-linked incentive (PLI) scheme, but comes at a time when India is seeing a sharp downturn in its primary export market.
As a result of the 50% reciprocal tariffs imposed by the United States, solar module exports from India to the US fell by 52% across the first half of 2025 when compared to the first half of 2024.
“India’s government's PLI scheme has been highly effective in spurring factory announcements, but the industry is now seeing warning signs of rapid overcapacity similar to those that preceded China's recent price collapse,” said Yana Hryshko, head of solar supply chain research at Wood Mackenzie.
Cost differentials now stand out as a key challenge to India’s solar manufacturing market. An Indian-assembled module using imported solar cells costs at least $0.03/W more than a fully imported Chinese module, while a module made entirely in India under new domestic content requirements would cost more than double Chinese-manufactured modules, said Wood Mackenzie.
Hryshko added that despite such near-term challenges, India still holds the clearest potential to become the “only credible, large-scale alternative to the Chinese solar supply chain”. She suggested that India’s success now depends on shifting from just building capacity to achieving cost-competitiveness.
“This will require a pivot to aggressive research and development, investment in next-generation technology, and a strategic push to open new export markets in Africa, Latin America, and Europe,” Hryshko said. “The foundation is built; this is the next step to securing long-term success.”
Wood Mackenzie’s analysis also points out that India is deploying robust protective measures to support domestic manufacturers, including an Approved List of Models and Manufacturers (ALMM) and a recommended 30% anti-dumping duty on Chinese cells and modules.
By the end of the first half of the year, India’s PLI scheme had established 18.5 GW of module capacity, 9.7 GW of solar cell capacity and 2.2 GW of ingot-wafer capacity. Government figures also indicate that the scheme awarded a total 48 GW of module manufacturer capacity by the same date.
This content is protected by copyright and may not be reused. If you want to cooperate with us and would like to reuse some of our content, please contact: editors@pv-magazine.com.
PV Magazine
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01 November 20253 min readIndia Solar Module Output To Exceed 125 Gw In 2025, Says Wood Mackenzie
PV Magazine
01 November 2025
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