Electric Power, Energy Transition, Renewables
April 15, 2026
India's solar market faces export hurdles, pivots to domestic power
Featuring Lena Dias Martins, Srija Basu roy, Aditya Saroha, and Staff
HIGHLIGHTS
India's solar exports face US duty barriers
Industry pivots to domestic market demand
Module manufacturing capacity grows rapidly
The Indian solar market has grown considerably over the past decade as the country continues to invest in its module and cell manufacturing capacities. However, the recent imposition of additional duties by the country's largest export market -- the US -- has restricted India's export opportunities. In response, the Indian solar industry is increasingly redirecting its efforts towards the domestic market, while simultaneously exploring new international prospects.
Join Lena Dias Martins, associate price reporter at S&P Global Energy, price reporter Srija Basu Roy, associate price reporter Aditya Saroha and Jessica Jin, principal analyst of clean technologies and supply chains at S&P Global Horizons, in a discussion on the evolving Indian solar market.
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