India has set a target of 280-300 gigawatts (GW) solar power capacity ….

India has set a target of 280-300 gigawatts (GW) solar power capacity by 2030. Domestic manufacturing of solar panels and cells has picked up through various government interventions. But backward integration of these factories with the production of ingots and wafers from polysilicon, an essential material for the solar industry, remains negligible. The absence of tariffs and other import barriers is forcing all these companies to buy from China, which offers these products at a much lower price. The government has multiple options such as offering subsidy or levying an anti-dumping duty to boost local capabilities, said a senior official of the ministry of new and renewable energy (MNRE). It can also issue a third approved list of models and manufacturers (ALMM) for ingots/wafers, which will mandate their use in downstream cell and module manufacturing, he said. The present PLI scheme is meant for a total capacity of only 15.4 GW, which includes polySilicon, wafer, cells and solar panels.

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