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The Government of India is considering limited relief for solar projects delayed by factors beyond developers’ control before the June 1 local PV cell sourcing deadline. A blanket deferment of the mandatory sourcing rules is unlikely, though projects affected by transmission network delays may seek extensions with supporting evidence. The rules require developers to use PV cells from models and manufacturers enlisted under ALMM List-II, with May 31 set as the commissioning cut-off date. Projects with installed modules but delayed commissioning may be considered for grandfathering. Commercial and industrial developers have raised concerns over limited cell capacity and related cost increases, while the government has said supply is enough. As of April, more than 30 GW across 17 plants was enlisted under List-II. Indian Solar Manufacturers Association said 73 GW more is under construction or planned, taking projected domestic cell capacity to about 103 GW by December. According to ISMA, domestic cell manufacturing has also drawn cumulative committed investment exceeding INR 50,000 crore (~$5 billion).
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