Answer
-
Majority of the countries are trying to build their own solar PV manufacturing facilities for energy security, the policies are also supportive of this.
-
Given that currently, non-Chinese manufactured components like polysilicon, wafers, cells and modules trade at a premium, we believe if the current sentiment persists the prices of domestically made wafers and cells will be higher and will support the IRRs of the companies.
| Subscribe To Our Free Newsletter |
