USITC Approves Probe into Solar Imports from India

The U.S. International Trade Commission (USITC) voted to continue its investigations of imports of crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia, and Laos. Its preliminary antidumping duty determinations are due on December 24, 2025, and its preliminary countervailing duty determinations are due on October 10, 2025. The USITC concluded there is a reasonable indication that a U.S. industry is materially injured due to imports of crystalline silicon photovoltaic cells, whether or not assembled into modules, from the three countries.

Suryam International won Solar Energy Corporation of India’s (SECI) auction to supply 4,000 tons per annum (TPA) of green ammonia under the Strategic Interventions for Green Hydrogen Transition program (Mode-2A-Tranche-I). Suryam quoted a tariff of ₹50 (~$0.566)/kg to win the auction. This is lower than the tariff of ₹57.65 (~$0.653)/kg quoted in the previous auction for 15,000 TPA. The green ammonia will be supplied to Madras Fertilizers in Chennai, Tamil Nadu, for ten years. The tender was initially floated in June 2024 and subsequently amended to increase the projects under its scope.

India’s renewable energy ambitions are riding on more than just capacity additions. As the country aims to reach 500 GW of renewables by 2030, the real test lies in building a resilient supply chain that can withstand policy shifts, global price fluctuations, and execution challenges. At Mercom India’s RE Buyer-Seller Meet in Hyderabad, held on August 21, 2025, industry leaders came together to discuss these issues.

The Ministry of Environment, Forest, and Climate Change constituted the National Designated Authority to implement Article 6 of the Paris Agreement and establish mechanisms for carbon markets. It establishes the institutional framework that will oversee the evaluation, approval, authorization, and regulation of projects and emission reduction units under Article 6 of the Paris Agreement, which governs international cooperation through market and non-market mechanisms.

The Appellate Tribunal for Electricity set aside the Rajasthan Electricity Regulatory Commission’s 2016 order that imposed an additional surcharge of ₹0.80 (~$0.0093)/kWh on open access consumers in the state. The judgment covered five appeals filed by industrial consumers against the RERC order and the state’s three distribution companies — Jaipur Vidyut Vitran Nigam, Ajmer Vidyut Vitran Nigam, and Jodhpur Vidyut Vitran Nigam. The appellants were Lord Chloro Alkali, Rajasthan Textile Mills Association, Rajasthan Steel Chambers, Ambuja Cement, and JK Cement Works.

The Damodar Valley Corporation (DVC) issued a tender to develop a 14 MW floating solar project on the raw water reservoir at the DVC Mejia Thermal Power Station, in the Bankura district of West Bengal. Bids must be submitted by September 4, 2025. Bids will be opened on September 5. The project must be commissioned within seven months from the letter of award or work order. The scope of work includes the design, engineering, erection, testing, and commissioning of the solar project. It also entails providing operation and maintenance services for 12 months.

Rajasthan-based textile manufacturer Nitin Spinners will procure 18 MW of power from Continuum Green Energy’s wind-solar hybrid projects. The company has set up a special purpose vehicle, CGE II Hybrid Energy, to implement the projects in a captive mode. Nitin Spinners has acquired 6.9% equity shares in Continuum Green Energy, equivalent to 17.13 million shares at a face value of ₹10 (~$0.113) per share, aggregating to ₹171 million (~$1.9 million). The power from the wind-solar project will be supplied to Nitin Spinners’ manufacturing plants in Hamirgarh and Bhanwaria Kalan in Rajasthan.

Cement manufacturing company RCCPL, a subsidiary of Birla Corporation, will procure power from a 6 MW group captive solar project set up by Enfinity Global Energy Innovations in Kundanganj, Uttar Pradesh. RCCPL will invest ₹29.4 million (~$333,426) to acquire a 26% stake in the company. The transaction, which is subject to customary conditions precedents, is expected to be completed by March 31, 2026. In a regulatory filing, Birla Corporation clarified that this acquisition is not a related-party transaction and that neither the promoters nor the promoter group has any financial interest in the project company.

Reliance Industries announced the production of its first 200 MW heterojunction technology (HJT) solar modules at the Dhirubhai Ambani Giga Energy Complex in Jamnagar, Gujarat. In April 2025, RIL commissioned the first production line for its gigawatt-scale solar module manufacturing facility in Gujarat. The facility will produce 720 W HJT modules. The Dhirubhai Ambani Energy Complex comprises a solar module manufacturing facility and a battery and electrolyzer manufacturing sector.

China-based photovoltaic-grade polysilicon manufacturer Daqo New Energy Corporation reported a revenue of $75.2 million in the second quarter (Q2) of 2025, a 65.8% decrease from $219.9 million in the same period last year. The revenue missed analysts’ expectations by $65.35 million. The company’s net loss declined 36.13% year-over-year to $76.5 million in Q2 2025, from a net loss of $119.78 million. In Q2 2025, Daqo reported negative earnings before interest, taxes, depreciation, and amortization (EBITDA) of $48.2 million, representing a 66.73% decrease from the negative EBITDA of $144.9 million in the same quarter of the previous year.

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