The on-going PV tariff dispute between the United States and China could have major consequences for the Indian industry as it continues its fight against cheap competition.
One spin on recent developments on the PV landscape comes from respected analysts Bridge to India. In their recently published blog entry, they argue that ‘US-China solar trade war to have a positive impact on India’. The theory is that anti-dumping duties on Chinese manufacturers will lead India to become an “alternative manufacturing destination” for companies.
With local content requirements at the heart of the National Solar Mission, and a low cost manufacturing base already in place, Bridge to India argue that Chinese companies could view India as an viable destination for PV manufacturing. However, it is a lack of direction from the Indian government that is currently holding back solar manufacturing in India, as a coherent policy for manufacturers is not in place at present.
On the other side, module prices in India are expected to fall further as China will look to clear its inventory. Questions like this will be addressed at the PV Manufacturing Summit India (1-2 August, Delhi). Mohit Anand, Senior Analyst at Bridge to India will be outlining the current PV landscape in India at the summit, and analysing the performance of local and national initiatives in promoting a local manufacturing industry in the nation.
Full details of the session and more can be seen on the event website: http://www.pv-insider.com/manufacturing-india/conference-agenda.php or by contacting Matt Carr: matt@pv-insider.com
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