Coalition trade lawyer says the U.S. Department of Commerce’s final tariffs on solar cells and modules from Cambodia, Malaysia, Thailand and Vietnam are among the highest rates he’s ever seen.
Since 1993, the World Energy Outlook (WEO) of the International Energy Agency (IEA) has been an authoritative report on energy statistics and guiding future energy supply and demand developments. An examination of these reports, however, indicates that even the most progressive of WEO scenarios has vastly underestimated the growth of renewable energy technologies, especially solar PV.
India’s installed rooftop solar capacity will reach 25–30 GW by FY 2027 from 17 GW in FY 2025, according to CareEdge Advisory & Research.
India’s solar exports vis a vis other countries could still continue to remain competitive, though the margins could take a marginal hit.
The South African Renewable Energy Master Plan (SAREM) aims to deploy at least 3 GW of new renewables per year, increasing to 5 GW by 2030, while creating 25,000 jobs in the country’s renewable energy and storage sectors.
The U.S. Department of Commerce (DOC) revised antidumping and countervailing duties (AD/CVDs) on Vietnamese and Malaysian solar products in December 2024. The move has reshaped the non-Chinese supply chain, with further use of tariffs likely under the new administration, explains InfoLink’s Corrine Lin.
Tariffs of 10% are applied to most products from most countries, but energy and energy products, steel, and aluminum are exempt, as tariffs have already been applied.
A new report by Ember finds that steel, cement, and aluminium industries can profitably integrate 20 GW of solar power to run their operations.
US solar module prices rose in December 2024 for the first time since last summer, driven by tariff adjustments and patent litigation uncertainty, according to Anza. While prices have since stabilized, module type, cell origin, and geopolitical factors continue to shape the market.
A report by the CEEW Green Finance Centre (CEEW-GFC) says 60% of municipal bonds by value issued so far could have been labelled green but were not, missing cost-saving and investor opportunities. It recommends targeted reforms and structured support to help municipalities access climate finance at scale.
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