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Can India, Europe build a clean energy supply chain beyond China?
Germany🏛️ PoliticsCenter2 days ago

Can India, Europe build a clean energy supply chain beyond China?

In December 2025, Italy conducted its first solar auction excluding Chinese-manufactured equipment, resulting in higher bid prices due to limited alternatives. Despite efforts by India to increase local solar manufacturing through policies like 'Make in India,' over 90% of solar modules in the EU remain sourced from China. China continues to dominate global solar production, supplying over 80% of components. While India has significantly boosted its solar manufacturing capacity, experts caution that it still relies on Chinese inputs for critical stages of the supply chain. Analysts suggest that while India may eventually achieve greater self-sufficiency, immediate replacement of Chinese components remains challenging.

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Deutsche Welle (English) logoDeutsche Welle (English)State / PublicCenter2 days ago
Can India, Europe build a clean energy supply chain beyond China?

In December 2025, Italy conducted its first solar auction excluding Chinese-manufactured equipment, resulting in higher bid prices due to limited alternatives. Despite efforts by India to increase local solar manufacturing through policies like 'Make in India,' over 90% of solar modules in the EU remain sourced from China. China continues to dominate global solar production, supplying over 80% of components. While India has significantly boosted its solar manufacturing capacity, experts caution that it still relies on Chinese inputs for critical stages of the supply chain. Analysts suggest that while India may eventually achieve greater self-sufficiency, immediate replacement of Chinese components remains challenging.

Bias read (Center): The article presents balanced reporting on the challenges faced by Europe and India in reducing reliance on Chinese solar components. It includes perspectives from both European and Indian stakeholders without overtly favoring either side. The framing remains neutral, focusing on factual outcomes of

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