Outbreak pv supply chain in India has a chance to accelerate pv localization

Solar photovoltaic (pv) net news: in order to prevent the spread of disease, previous many countries mining city, and work from home, to prevent infection and reduce the risk of the spread of the virus, although this is more or less affect the international trade and domestic transport system, the field and schedule delays, but for the solar industry in India, it's a good chance to make good to accelerate the localization.

India target set in 2022 100 gw pv installed, hope you can achieve lower electricity bills, reduce import energy and realize the goal of low carbon electricity, but due to pneumonia outbreak, has 28 gw of solar capacity affected, among them because of the shortage of module and the lack of labor factor, has hit 5 - 6 gw capacity.

India solar products are mainly imported from China, solar energy, solar products accounted for 80% of the market in India, China in the 21 total value. $600 million of imports, 16 solar products from China alone. $900 million, but at the beginning in promoting solar target, India is to foster in the manufacturer of the land, therefore also has the protective tariffs, but does not have the desired effect. COVID -

19 cases although the impact of India's solar energy supply chain, solar portal, but at the same time also can reduce India's dependence on foreign cells, modules, at present, India about 18 companies make solar cells, production capacity of about 3 GW, module manufacturers are more than 175, capacity for about 10 gigawatts (GW). Indian rating agency Crisil, senior director of energy and natural resources Vivek Sharma said that India needs is a complete industrial chain, rather than a simple assembly plant, higher value added products imported to China.

Sharma, points out that if the goal is to increase 12 - every year at least 15 gw capacity, so unless equipment can production in India, we will increase each year about 4 million rupees ( Note) Spending on imports, want to improve India's solar products production capacity, also need to create demand, provide incentives, low interest rates and research support four measures.

whether increase and expand the bidding project, provide the local supply chain portent of economic scale and the market, or through the existing land, buildings, and tax breaks and other incentives, can improve the companies willing to invest, Sharma said that makes silicon wafers GW, battery and solar module manufacturing area can also help establish the industrial chain, economies of scale to reduce costs, allow the solar manufacturers in India and the global solar supply chain competition, solar portal, after all, now foreign product 20% cheaper than India.

Sharma argues that to promote domestic industry chain step by step, and will increase a lot of spending in the short term, solar photovoltaic (pv) network, but can reduce the dependence on imports, avoid solar supply chain is affected by the external, the necessary spare parts will ensure that the operating solar electric field, to provide more product delivery service, help to realize the sustainable development of part, create thousands of jobs, create economic benefits.

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this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, solar portal, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng power 180 mw