AJ
Public post
Akhil Jajoo
Sep 2026 • linkedin
Post excerpt
India built 233 GW of solar-module factories. Nearly two-thirds of that capacity is sitting idle. And another 135 GW is coming. Who is going to buy all these modules? That may be the most important question facing India’s solar manufacturing industry right now. IEEFA + JMK Research has warned that standalone module manufacturers face a real risk of stranded assets. That phrase sounds technical. It isn’t. It means the factory still exists. The machines still exist. The debt still exists. But the economics no longer…
#SolarManufacturing#IndiaSolar#SolarExports#MakeInIndia#RenewableEnergy
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